Allworth Financial’s N-able NABL Stock Holding History

Allworth Financial’s Portfolio NABL Stock Details NABL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.4K	Buy	5,432 +4,319	+388%	+$24.1K	﹤0.01%	2821
2025 Q4	$8.33K	Buy	1,113 +466	+72%	+$3.56K	﹤0.01%	3393
2025 Q3	$5.05K	Buy	647 +519	+405%	+$4.16K	﹤0.01%	3543
2025 Q2	$1.04K	Sell	128 -180	-58%	-$1.34K	﹤0.01%	3951
2025 Q1	$2.07K	Buy	308 +189	+159%	+$1.68K	﹤0.01%	3201
2024 Q4	$1.14K	Buy	+119	New	+$1.33K	﹤0.01%	3354
2024 Q3	–	Sell	-17	Closed	-$241	–	3805
2024 Q2	$241	Buy	+17	New	+$224	﹤0.01%	3527
2023 Q4	–	Sell	-9	Closed	-$117	–	3563
2023 Q3	$117	Buy	+9	New	+$123	﹤0.01%	3323

Other funds holding NABL

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AlpInvest Partners Amsterdam, Netherlands $49.7M AUM 23.93% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return