NATL NCR Atleos

Ownership history in Crescent Grove Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Crescent Grove Advisors, LLC reported NCR Atleos (NATL) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.3% in 2023 Q4. The latest visible filing shows NATL at 1.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NATL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Crescent Grove Advisors, LLC's position in NCR Atleos, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NATL was reported at 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.3% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Crescent Grove Advisors, LLC held NATL — position size vs. price
% of Fund (quarterly)    NATL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 388,408 -62,686 -13.9% 1.37% $14.8M 2026-02-14 (Est.) $42.24
2025 Q3 REDUCED 451,094 -98,181 -17.9% 1.68% $17.7M 2025-11-13 $36.57
2025 Q2 REDUCED 549,275 -5,768 -1.0% 1.52% $15.7M 2025-08-13 $38.49
2025 Q1 ADDED 555,043 +226,010 +68.7% 1.53% $14.6M 2025-04-24 $26.18
2024 Q4 REDUCED 329,033 -619,355 -65.3% 1.11% $11.2M 2025-01-21 $33.04
2024 Q3 REDUCED 948,388 -51,119 -5.1% 2.76% $27.1M 2024-10-30 $27.42
2024 Q2 REDUCED 999,507 -228,037 -18.6% 2.96% $27.0M 2024-07-22 $33.56
2024 Q1 ADDED 1,227,544 +9,466 +0.8% 2.53% $24.2M 2024-04-29 $20.64
2023 Q4 INITIATED 1,218,078 3.30% $29.6M 2024-01-30 $22.95

FAQ About Crescent Grove Advisors, LLC and NATL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crescent Grove Advisors, LLC reported owning NATL?

Crescent Grove Advisors, LLC reported NATL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NATL position in Crescent Grove Advisors, LLC's portfolio?

The largest reported portfolio weight for NATL was 3.30% in 2023 Q4.

What is the latest reported NATL position on this page?

The most recent filing on this page is 2025 Q4, when Crescent Grove Advisors, LLC reported 388,408 shares, equal to 1.37% of portfolio, with an estimated market value of $14.8M.

What does the chart on this NATL ownership page compare?

The chart compares Crescent Grove Advisors, LLC's quarterly NATL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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