Skip to content
Disclosery

Atria Investments, Inc: NCNO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on NCNO, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 16,007 NCNO shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,007 shares
    Change vs previous 13F +5,258 shares

    <0.01% of the 13F portfolio, value $290,207.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,749 shares
    Change vs previous 13F -4,188 shares

    <0.01% of the 13F portfolio, value $175,746.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 14,937 shares
    Change vs previous 13F -1,772 shares

    <0.01% of the 13F portfolio, value $223,756.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 16,709 shares
    Change vs previous 13F -5,208 shares

    <0.01% of the 13F portfolio, value $428,419.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 21,917 shares
    Change vs previous 13F -3,992 shares

    0.01% of the 13F portfolio, value $594,170.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 25,909 shares
    Change vs previous 13F +5,642 shares

    0.01% of the 13F portfolio, value $724,675.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 20,267 shares
    Change vs previous 13F -4,446 shares

    0.01% of the 13F portfolio, value $556,734.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 24,713 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $829,863.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).