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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 7 listed it in both
Shares listed
31,273,080
combined, among listed positions
Reported value
$2.7bn
combined, at the quarter end

Among the 92 comparable managers: 19 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +10,452,754.

Managers listing NXT in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Fidelity (FMR LLC)17,211,078$1.5bn0.08%Added+10,648,30017 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP4,168,528$363m0.06%Trimmed-677,39917 Feb 2026 (the filing on sec.gov)
Invesco Ltd2,864,660$250munder 0.1%Added+139,21119 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc2,429,410$212munder 0.1%Added+111,78217 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP1,816,857$158munder 0.1%Added+1,427,79017 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd581,508$51munder 0.1%Trimmed-333,92417 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC448,201$39munder 0.1%Added+144,43427 Oct 2026 (the filing on sec.gov)
Tudor Investment Corp403,073$35m0.06%Added+230,93417 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP375,484$33munder 0.1%Added+333,81217 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP254,733$22m0.08%Added+165,24713 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC222,653$19munder 0.1%Trimmed-160,01617 Feb 2026 (the filing on sec.gov)
Millennium Management LLC118,383$10munder 0.1%Trimmed-102,89117 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC85,937$7.5munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP53,710$4.7munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Man Group PLC52,837$4.6munder 0.1%Added+7,21617 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC48,300$4.2munder 0.1%Trimmed-913,40812 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP31,554$2.7munder 0.1%Trimmed-2,74713 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.24,522$2.1munder 0.1%Trimmed-304,65017 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP24,207$2.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Caxton Associates LLP14,399$1.3munder 0.1%Added+6,33613 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC13,563$1.2munder 0.1%Added+13,07310 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC9,600$836kunder 0.1%Trimmed-31,98713 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC6,131$534kunder 0.1%Added+14912 Feb 2026 (the filing on sec.gov)
MFS Investment Management5,718$498kunder 0.1%Newnew22 Jan 2026 (the filing on sec.gov)
Balyasny Asset Management LLC5,014$437kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (6)

Exited (5)

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 →