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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
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 6 May 2024
Managers listing it
14
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 5 listed it in both
Shares listed
33,722,572
combined, among listed positions
Reported value
$1.9bn
combined, at the quarter end

Among the 93 comparable managers: 12 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing NXT in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

14 of 14 holders

ActionFiling
Fidelity (FMR LLC)18,248,981$1.0bn0.07%Addedn.a.5 Nov 2026 (the filing on sec.gov)
D. E. Shaw & Co.3,375,509$190m0.16%Addedn.a.15 May 2024 (the filing on sec.gov)
Wellington Management Group LLP2,938,892$165munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Sachem Head Capital Management LP2,365,500$133m5.70%Added+1,795,50015 May 2024 (the filing on sec.gov)
AllianceBernstein LP2,251,458$127munder 0.1%Added+189,42614 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC1,620,988$91m0.33%Added+1,116,79715 May 2024 (the filing on sec.gov)
Two Sigma Investments LP1,535,255$86m0.20%Addedn.a.15 May 2024 (the filing on sec.gov)
Renaissance Technologies LLC789,956$44m0.07%Addedn.a.13 May 2024 (the filing on sec.gov)
Two Sigma Advisers LP314,756$18munder 0.1%Newnew15 May 2024 (the filing on sec.gov)
Bridgewater Associates LP117,311$6.6munder 0.1%Addedn.a.14 May 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP83,327$4.7munder 0.1%Newnew15 May 2024 (the filing on sec.gov)
PDT Partners LLC47,036$2.6m0.25%Trimmed-16,45015 May 2024 (the filing on sec.gov)
Quantbot Technologies LP31,178$1.8m0.10%Trimmed-11,2746 May 2024 (the filing on sec.gov)
First Eagle Investment Management LLC2,425$136kunder 0.1%Newnew9 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, 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 (3)

Exited (0)

No exit shown by a manager’s own filing.

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 →