Root Financial Partners’s N-able NABL Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-904	Closed	-$4.22K	–	2147
2026 Q1	$4.22K	Buy	+904	New	+$5.05K	﹤0.01%	2008

Other funds holding NABL

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AlpInvest Partners Amsterdam, Netherlands $59.9M AUM 0.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Root Financial Partners's NABL Position: Q2 2026 in Review

Root Financial Partners sold out of N-able (NABL) in Q2 2026, closing a stake of 904 shares — an estimated $4.22K sold.

Root Financial Partners first reported a position in NABL in Q1 2026 and held it in 1 quarter. The position peaked at $4.22K in Q1 2026. 199 funds tracked by Wall St. Rank hold NABL as of Q2 2026.

Root Financial Partners reported no remaining N-able position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 904 N-able shares in Q2 2026, an estimated $4.22K.
Root Financial Partners first reported a position in N-able in Q1 2026 and held it in 1 quarter.
Root Financial Partners's N-able position peaked at $4.22K in Q1 2026.
199 funds tracked by Wall St. Rank held N-able as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.