NEXTRACKER INC NXT
CLASS A COM · Common Stock · CUSIP 65290E101 · ISIN US65290E1010
American renewable energy company
- SectorTechnology
- IndustrySemiconductors & Related Devices
- HeadquartersFremont, CA
- Websitenextracker.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.90. Options: 22 managers hold calls ($152.7m notional), 19 hold puts ($92.9m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2023 | 122 |
| Q2 2023 | 163 |
| Q3 2023 | 180 |
| Q4 2023 | 234 |
| Q1 2024 | 457 |
| Q2 2024 | 447 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 129 | 47 |
| Q3 2023 | 131 | 68 |
| Q4 2023 | 162 | 78 |
| Q1 2024 | 390 | 72 |
| Q2 2024 | 257 | 233 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $21.1m | $7.4m | 0.35 |
| Q4 2023 | $53.5m | $125.4m | 2.34 |
| Q1 2024 | $104.6m | $90.5m | 0.87 |
| Q2 2024 | $152.7m | $92.9m | 0.61 |
Biggest buyers
| BlackRock Inc. | Added | +4.9m |
| TPG GP A, LLC | New | +3.0m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +2.2m |
| STATE STREET CORP | Added | +1.4m |
| CITADEL ADVISORS LLC | Added | +1.3m |
| JANUS HENDERSON GROUP PLC | Added | +998.4k |
| FIL Ltd | Added | +995.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | New | +918.9k |
| Point72 Asset Management, L.P. | New | +863.7k |
| Zurcher Kantonalbank (Zurich Cantonalbank) | Added | +801.8k |
Biggest sellers
| FMR LLC | Reduced | -5.1m |
| MORGAN STANLEY | Reduced | -3.0m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -2.0m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -1.6m |
| Invesco Ltd. | Reduced | -1.4m |
| NORGES BANK | Reduced | -1.4m |
| D. E. Shaw & Co., Inc. | Reduced | -1.3m |
| Assenagon Asset Management S.A. | Reduced | -1.2m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -914.1k |
| LORD, ABBETT & CO. LLC | Sold out | -825.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $38.2m815.5k shares |
| CITADEL ADVISORS LLC | Added | $27.1m577.2k shares |
| JPMORGAN CHASE & CO | New | $18.8m400.0k shares |
| PEAK6 Investments LLC | Added | $13.7m293.1k shares |
| Squarepoint Ops LLC | Added | $12.4m265.5k shares |
| SIMPLEX TRADING, LLC | Added | $11.5m245.6k shares |
| JANE STREET GROUP, LLC | Reduced | $5.4m116.2k shares |
| Cubist Systematic Strategies, LLC | New | $3.8m80.0k shares |
| Walleye Trading LLC | Added | $3.6m76.7k shares |
| SANDLER CAPITAL MANAGEMENT | New | $3.5m75.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $16.8m358.4k shares |
| Squarepoint Ops LLC | Added | $15.3m326.0k shares |
| PEAK6 Investments LLC | Added | $10.3m219.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.2m195.2k shares |
| Walleye Trading LLC | Added | $6.8m145.3k shares |
| JANE STREET GROUP, LLC | Added | $5.2m110.4k shares |
| JPMORGAN CHASE & CO | New | $4.7m100.0k shares |
| NOMURA HOLDINGS INC | New | $4.7m100.0k shares |
| IMC-Chicago, LLC | Added | $4.5m96.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.3m91.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution -1.2 pts · filed 2026-08-06 | 12.4% |
| BlackRock, Inc. 13G · institution -2.3 pts · filed 2026-07-29 | 11.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), PRIMECAP MANAGEMENT CO/CA/ (4.7%, 2026-02-11)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 1 | $1.5m | 1 | $87.7k | $87.7k |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 3 | $1.1m | $1.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-05-20 | LEDESMA BRUCE President - Strtgy & Admnstrtn | Sold plan | $532.8k12.1k shares |
| 2024-04-03 | Schlesinger Leah GC, Ch Eth & Compl Off'r & Sec | Sold plan | $111.6k2.1k shares |
| 2024-04-02 | Miller Nicholas Marco Chief Operating Officer | Sold plan | $440.0k8.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.02% of their portfolio | 19.9m $931.2m | Added +4.9m |
| FMR LLC 0.04% of their portfolio | 13.1m $616.2m | Reduced -5.1m |
| VANGUARD GROUP INC 0.01% of their portfolio | 13.0m $608.7m | Added +453.3k |
| PRIMECAP MANAGEMENT CO/CA/ 0.27% of their portfolio | 8.0m $374.6m | Reduced -226.6k |
| STATE STREET CORP 0.01% of their portfolio | 4.4m $205.3m | Added +1.4m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 4.0m $186.1m | Added +114.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.15% of their portfolio | 3.2m $150.3m | Added +2.2m |
| TPG GP A, LLC 2.18% of their portfolio | 3.0m $140.3m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.9m $136.7m | Added +189.1k |
| Sachem Head Capital Management LP 6.65% of their portfolio | 2.9m $133.8m | Added +489.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.7m $126.8m | Reduced -234.7k |
| NORGES BANK 0.02% of their portfolio | 2.3m $108.5m | Reduced -1.4m |
| VICTORY CAPITAL MANAGEMENT INC 0.10% of their portfolio | 2.1m $96.2m | Added +110.7k |
| D. E. Shaw & Co., Inc. 0.13% of their portfolio | 2.0m $95.8m | Reduced -1.3m |
| Invesco Ltd. 0.02% of their portfolio | 2.0m $93.9m | Reduced -1.4m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.8m $82.8m | Added +460.7k |
| Handelsbanken Fonder AB 0.32% of their portfolio | 1.6m $74.6m | Added +204.3k |
| MORGAN STANLEY 0.01% of their portfolio | 1.6m $74.3m | Reduced -3.0m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.5m $71.0m | Added +353.7k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 1.5m $68.6m | Added +998.4k |
| FIL Ltd 0.07% of their portfolio | 1.4m $67.0m | Added +995.6k |
| Pictet Asset Management Holding SA 0.08% of their portfolio | 1.4m $67.0m | Added +500.6k |
| CITADEL ADVISORS LLC 0.06% of their portfolio | 1.3m $61.8m | Added +1.3m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.2m $55.7m | Added +66.9k |
| Gates Capital Management, Inc. 1.68% of their portfolio | 1.2m $55.6m | Reduced -152.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.1m $53.5m | Added +678.3k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 1.1m $52.1m | Added +107.4k |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 1.1m $50.4m | Reduced -198.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.1m $49.7m | Added +29.9k |
| STOREBRAND ASSET MANAGEMENT AS 0.16% of their portfolio | 1.0m $48.2m | Added +200.6k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.24% of their portfolio | 1.0m $47.9m | Added +218.5k |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 1.0m $47.3m | Added +164.0k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 995.6k $46.7m | Added +143.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% of their portfolio | 918.9k $43.1m | New |
| Encompass Capital Advisors LLC 2.26% of their portfolio | 891.0k $41.8m | Added +441.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 885.1k $41.5m | Added +135.0k |
| Point72 Asset Management, L.P. 0.13% of their portfolio | 863.7k $40.5m | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.13% of their portfolio | 846.3k $39.7m | Added +801.8k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 840.9k $39.4m | Added +134.4k |
| EARNEST PARTNERS LLC 0.18% of their portfolio | 821.4k $38.5m | Reduced -6.6k |
| Skandinaviska Enskilda Banken AB (publ) 0.18% of their portfolio | 798.1k $37.4m | Added +359.6k |
| Erste Asset Management GmbH 0.52% of their portfolio | 798.0k $39.2m | Reduced -42.1k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.63% of their portfolio | 781.3k $36.6m | New |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 756.9k $35.5m | Reduced -36.6k |
| Squarepoint Ops LLC 0.13% of their portfolio | 739.2k $34.7m | Added +506.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 738.5k $34.6m | Added +713.5k |
| MARSHALL WACE, LLP 0.05% of their portfolio | 689.1k $32.3m | Added +406.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 649.9k $30.5m | Added +308.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.13% of their portfolio | 634.4k $29.7m | Added +130.7k |
| TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio | 621.2k $29.1m | Reduced -914.1k |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 618.4k $29.0m | Reduced -123.9k |
| Aberdeen Group plc 0.05% of their portfolio | 580.0k $27.2m | Added +23.4k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.08% of their portfolio | 520.9k $24.4m | New |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 520.8k $24.4m | Reduced -450.5k |
| Ghisallo Capital Management LLC 2.02% of their portfolio | 500.0k $23.4m | Unchanged |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 490.5k $23.0m | Added +85.3k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 418.6k $19.6m | Added +209.0k |
| DekaBank Deutsche Girozentrale 0.04% of their portfolio | 412.3k $20.6m | Added +37.0k |
| Smith Group Asset Management, LLC 1.59% of their portfolio | 383.0k $18.0m | Added +14.2k |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 372.2k $17.4m | Reduced -1.2m |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.07% of their portfolio | 363.9k $17.1m | Reduced -497.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.05% of their portfolio | 359.7k $16.9m | Reduced -119.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 354.4k $16.6m | Reduced -125.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 352.4k $16.5m | Added +225.9k |
| CAAS CAPITAL MANAGEMENT LP 30.48% of their portfolio | 347.9k $16.3m | Unchanged |
| Electron Capital Partners, LLC 0.78% of their portfolio | 324.0k $15.2m | Reduced -4.8k |
| Legal & General Group Plc 0.00% of their portfolio | 300.5k $14.1m | Added +77.8k |
| TWINBEECH CAPITAL LP 0.28% of their portfolio | 300.5k $14.1m | Added +105.8k |
| EAGLE ASSET MANAGEMENT INC 0.07% of their portfolio | 296.5k $13.7m | New |
| Amundi 0.01% of their portfolio | 296.0k $14.0m | Added +21.6k |
| SCOUT INVESTMENTS, INC. 0.36% of their portfolio | 290.0k $13.6m | Reduced -7.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 289.8k $13.6m | Reduced -5.6k |
| Blue Door Asset Management, LLC 9.14% of their portfolio | 287.3k $13.5m | Added +8.2k |
| CITIGROUP INC 0.01% of their portfolio | 286.3k $13.4m | Added +244.7k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.80% of their portfolio | 278.9k $13.1m | Added +43.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 278.7k $13.1m | Reduced -2.0m |
| UBS Group AG 0.00% of their portfolio | 269.1k $12.6m | Reduced -75.0k |
| SIR Capital Management, L.P. 1.18% of their portfolio | 253.3k $11.9m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 251.3k $11.8m | Reduced -538.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 251.1k $11.8m | Added +111.7k |
| Swiss National Bank 0.01% of their portfolio | 241.7k $11.3m | Reduced -2.8k |
| SYCOMORE ASSET MANAGEMENT 1.97% of their portfolio | 239.9k $11.2m | Added +21.7k |
| Man Group plc 0.03% of their portfolio | 224.7k $10.5m | Added +212.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 217.4k $10.2m | Added +42.4k |
| Corebridge Financial, Inc. 0.06% of their portfolio | 217.2k $10.2m | First filing |
| DECADE RENEWABLE PARTNERS LP 4.85% of their portfolio | 212.1k $9.9m | New |
| SEI INVESTMENTS CO 0.01% of their portfolio | 204.8k $9.6m | Reduced -39.7k |
| ALPS ADVISORS INC 0.07% of their portfolio | 203.4k $9.5m | Added +1.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 200.1k $9.4m | Added +6 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 191.4k $9.0m | Reduced -315.5k |
| Bridgewater Associates, LP 0.04% of their portfolio | 183.8k $8.6m | Added +66.5k |
| Engineers Gate Manager LP 0.19% of their portfolio | 177.9k $8.3m | Reduced -432 |
| Allianz Asset Management GmbH 0.01% of their portfolio | 172.2k $8.1m | Reduced -76.0k |
| SANDLER CAPITAL MANAGEMENT 1.58% of their portfolio | 171.0k $8.0m | Added +2.2k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 170.8k $8.0m | Reduced -458.2k |
| UniSuper Management Pty Ltd 0.07% of their portfolio | 167.2k $7.8m | New |
| CREDIT AGRICOLE S A 0.05% of their portfolio | 163.7k $7.7m | Added +2.8k |
| Retirement Systems of Alabama 0.03% of their portfolio | 151.7k $7.1m | New |
| Clear Harbor Asset Management, LLC 0.62% of their portfolio | 151.6k $7.1m | Reduced -2.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.07% of their portfolio | 150.1k $7.0m | Added +37.1k |