What Makes NetScout Systems (NTCT) an Undervalued Beneficiary of Digital Transformation?
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 1,059,810 | $45,847,397 | -12% | 0.02% |
| 2. | Impax Asset Management Ian Simm | 470,000 | $20,468,500 | -10% | 0.13% |
| 3. | Millennium Management Israel Englander | 432,729 | $18,845,348 | +527% | 0.01% |
| 4. | Citadel Investment Group Ken Griffin | 257,561 | $11,216,782 | +299% | 0% |
| 5. | First Eagle Investment Management Jean-Marie Eveillard | 248,402 | $10,817,907 | +25% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $16.44 | 16,175 | $265,920.24 | 4,196,674 | 2011-11-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.70 | 4,000 | $150,800.00 | 41,654 | 2026-08-25 | Filing | |
| $39.27 | 2,269 | $89,103.63 | 6,729 | 2026-08-17 | Filing | |
| $38.41 | 8,000 | $307,280.00 | 127,809 | 2026-08-11 | Filing | |
| $40.29 | 8,000 | $322,320.00 | 129,121 | 2026-06-08 | Filing | |
| $38.40 | 4,000 | $153,600.00 | 32,494 | 2026-05-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,435,751 | $498,026,960 | 0.01% | |
| 2. | 5,590,843 | $243,481,213 | 0.01% | |
| 3. | 4,327,997 | $188,478,386 | 0.03% | |
| 4. | 3,811,022 | $165,970,006 | 0.03% | |
| 5. | 3,579,289 | $155,878,036 | 0% |