Lead Edge Capital Management’s NCR Atleos NATL Stock Holding History

Lead Edge Capital 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
2026 Q1	–	Sell	-768,415	Closed	-$29.3M	–	14
2025 Q4	$29.3M	Sell	768,415 -74,947	-9%	-$2.81M	7.51%	7
2025 Q3	$33.2M	Sell	843,362 -73,666	-8%	-$2.56M	8.76%	7
2025 Q2	$26.2M	Buy	917,028 +176,533	+24%	+$4.76M	7.24%	6
2025 Q1	$19.5M	Buy	740,495 +218,814	+42%	+$6.51M	5.93%	7
2024 Q4	$17.7M	Sell	521,681 -678,280	-57%	-$20.6M	5.99%	7
2024 Q3	$34.2M	Hold	1,199,961	–	–	9.91%	4
2024 Q2	$32.4M	Hold	1,199,961	–	–	10.35%	5
2024 Q1	$23.7M	Sell	1,199,961 -137,000	-10%	-$2.93M	7.29%	6
2023 Q4	$32.5M	Buy	+1,336,961	New	+$30.6M	8.68%	7

Other funds holding NATL

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 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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Lead Edge Capital Management's NATL Position: Q1 2026 in Review

Lead Edge Capital Management sold out of NCR Atleos (NATL) in Q1 2026, closing a stake of 768,415 shares — an estimated $29.3M sold.

Lead Edge Capital Management first reported a position in NATL in Q4 2023 and held it in 9 quarters. The position peaked at $34.2M in Q3 2024. 363 funds tracked by Wall St. Rank hold NATL as of Q1 2026.

Lead Edge Capital Management reported no remaining NCR Atleos position as of Q1 2026 after selling out during the quarter.
Lead Edge Capital Management sold 768,415 NCR Atleos shares in Q1 2026, an estimated $29.3M.
Lead Edge Capital Management first reported a position in NCR Atleos in Q4 2023 and held it in 9 quarters.
Lead Edge Capital Management's NCR Atleos position peaked at $34.2M in Q3 2024.
363 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2026.

Based on Lead Edge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.