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. | Impax Asset Management Ian Simm | 470,000 | $18,884,600 | 0.14% | |
| 2. | First Eagle Investment Management Jean-Marie Eveillard | 249,202 | $10,012,936 | +1% | 0.02% |
| 3. | Royce & Associates Chuck Royce | 52,718 | $2,118,209 | +2% | 0.02% |
| 4. | Squarepoint Ops LLC Maxime Fortin (Cio) | 13,177 | $529,452 | 0% |
| 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 |
|---|---|---|---|---|---|---|
| $38.00 | 7,000 | $266,000.00 | 40,866 | 2026-09-11 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,406,116 | $177,030,643 | 0.03% | |
| 2. | 2,126,720 | $85,463,181 | 0% | |
| 3. | 1,859,587 | $74,718,205 | 0.09% | |
| 4. | 451,356 | $18,135,484 | 0.01% | |
| 5. | 447,854 | $17,994,773 | 0% |