NTCT Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2026 Q2	Jul 15, 2026	Riverwater Partners Small Cap Strategy	-	-	ADEA, ATMU, CNX, DGII, KALU, KGS, LMAT, LOPE, LWAY, MIDD, MOD, NTCT, OII, PDFS, PWP, SNEX, STVN, TALK, VECO, WERN	AI, energy, healthcare, materials, Quality, semiconductors, small caps			View
2026 Q2	Jul 15, 2026	Riverwater Sustainable Value Strategy	-	-	ADEA, CENX, CRL, JKHY, KNX, LEG, LOPE, MEOH, NTCT, PLXS, RRC, STVN, VECO, VMI	AI, Quality, Risk Appetite, semiconductors, small caps, technology, value		KNX NTCT STVN MEOH VECO	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Jul 17, 2026	Fund Letters	Riverwater Sustainable Value Strategy	NetScout Systems	Software - Infrastructure	Systems Software	Bull	NASDAQ	5G, AI threats, cloud migration, cybersecurity, DDoS Protection, Deep Packet Inspection, Network Performance, Software, Systems Software, Value	View Pitch

BSD Shareholders of NTCT

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

NTCT

NTCT

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of NTCT

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