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NXT in the 13F filings

Nextracker Inc · CUSIP 65290E101

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
32
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 12 listed it in both
Shares listed
38,319,196
combined, among listed positions
Reported value
$4.6bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 20 buyers (opened or added shares) and 15 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,129,485.

Managers listing NXT in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

32 of 32 holders

ActionFiling
Fidelity (FMR LLC)18,753,360$2.2bn0.10%Trimmed-1,495,57813 Aug 2026 (the filing on sec.gov)
Invesco Ltd4,868,539$580munder 0.1%Added+129,64014 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP3,427,333$408m0.07%Trimmed-314,17514 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc2,455,745$293munder 0.1%Trimmed-178,49614 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd1,705,478$203m0.08%Added+343,01214 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP1,586,056$191m0.06%Trimmed-868,50814 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP794,187$95m0.07%Added+740,21413 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP725,490$86munder 0.1%Added+543,47914 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP652,316$78m0.09%Added+631,51614 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC545,312$65m0.08%Added+540,58714 Aug 2026 (the filing on sec.gov)
Millennium Management LLC513,887$61munder 0.1%Added+485,46514 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP415,292$49m0.11%Newnew14 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC371,447$44munder 0.1%Trimmed-88,86327 Oct 2026 (the filing on sec.gov)
Citadel Advisors LLC366,788$44munder 0.1%Added+210,4762 Sep 2026 (the filing on sec.gov)
Man Group PLC301,699$36m0.06%Added+63,83414 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC279,700$33munder 0.1%Trimmed-87,34514 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC119,368$14munder 0.1%Trimmed-71,86214 Aug 2026 (the filing on sec.gov)
Discovery Capital Management LLC116,800$14m0.58%Newnew14 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP78,124$9.3m0.07%Added+74,83214 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp68,871$8.2munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP50,590$6.0munder 0.1%Trimmed-201,10614 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP34,920$4.2munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC26,278$3.1munder 0.1%Added+18,11214 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC15,952$1.9munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP13,800$1.6munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (7)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 17 in Q2 2026

Tracked managers listing it, at least.

05101520Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NXT by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20236$52mn.a.n.a.
Q2 20237$52mn.a.n.a.
Q3 20236$127mn.a.n.a.
Q4 20236$169m43
Q1 202414$1.9bn122
Q2 202413$1.2bn96
Q3 20247$351m62
Q4 20248$371m44
Q1 20257$519m43
Q2 202512$596m66
Q3 20259$683m56
Q4 202510$2.3bn1913
Q1 202612$4.3bn1417
Q2 202617$4.3bn2015

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NXT and NVDA →NXT and AVGO →NXT and MU →Choose a stock to compare with NXT →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NXT, latest filings →Back to the 13F Explorer →