CM
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Caption Management’s NCR Atleos NATL Stock Holding History

Caption Management’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25,000
Closed -$713K – 1914
2025
Q2 		$713K Buy
+25,000
New +$674K 0.01% 1025
2024
Q1 		– Sell
-8,089
Closed -$196K – 1526
2023
Q4 		$196K Buy
+8,089
New +$185K ﹤0.01% 1114

Other funds holding NATL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECM
Engine Capital Management New York $828M AUM 6.49% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caption Management's NATL Position: Q3 2025 in Review

Caption Management sold out of NCR Atleos (NATL) in Q3 2025, closing a stake of 25,000 shares — an estimated $713K sold.

Caption Management first reported a position in NATL in Q4 2023 and held it in 2 quarters. The position peaked at $713K in Q2 2025. 309 funds tracked by Wall St. Rank hold NATL as of Q3 2025.

  • Caption Management reported no remaining NCR Atleos position as of Q3 2025 after selling out during the quarter.
  • Caption Management sold 25,000 NCR Atleos shares in Q3 2025, an estimated $713K.
  • Caption Management first reported a position in NCR Atleos in Q4 2023 and held it in 2 quarters.
  • Caption Management's NCR Atleos position peaked at $713K in Q2 2025.
  • 309 funds tracked by Wall St. Rank held NCR Atleos as of Q3 2025.

Based on Caption Management's 13F filing for Q3 2025, filed 14 Nov 2025.