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 ($4.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $37.49. Options: 23 managers hold calls ($95.3m notional), 22 hold puts ($87.1m).
Trends to Q3 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 |
| Q3 2024 | 417 |
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 |
| Q3 2024 | 238 | 206 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $53.5m | $125.4m | 2.34 |
| Q1 2024 | $104.6m | $90.5m | 0.87 |
| Q2 2024 | $152.7m | $92.9m | 0.61 |
| Q3 2024 | $95.3m | $87.1m | 0.91 |
Biggest buyers
| KGH Ltd | New | +2.1m |
| NORGES BANK | Added | +1.3m |
| Holocene Advisors, LP | New | +1.2m |
| CITADEL ADVISORS LLC | Added | +1.0m |
| DEUTSCHE BANK AG\ | Added | +796.4k |
| Zurcher Kantonalbank (Zurich Cantonalbank) | Added | +745.7k |
| STATE STREET CORP | Added | +690.3k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +688.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +679.3k |
| Alpine Investment Management Ltd | New | +673.5k |
Biggest sellers
| FMR LLC | Reduced | -3.1m |
| FIL Ltd | Sold out | -1.4m |
| D. E. Shaw & Co., Inc. | Reduced | -1.2m |
| Gates Capital Management, Inc. | Sold out | -1.2m |
| JPMORGAN CHASE & CO | Reduced | -957.4k |
| Encompass Capital Advisors LLC | Sold out | -891.0k |
| Point72 Asset Management, L.P. | Sold out | -863.7k |
| JANE STREET GROUP, LLC | Reduced | -844.3k |
| EVENTIDE ASSET MANAGEMENT, LLC | Sold out | -781.3k |
| Qube Research & Technologies Ltd | Sold out | -756.9k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $21.9m583.3k shares |
| Squarepoint Ops LLC | Added | $12.4m331.1k shares |
| PEAK6 Investments LLC | Reduced | $10.2m272.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $8.9m236.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $6.4m170.1k shares |
| JANE STREET GROUP, LLC | Added | $5.8m154.7k shares |
| Blue Door Asset Management, LLC | New | $5.6m150.0k shares |
| Caption Management, LLC | Added | $3.4m89.7k shares |
| IMC-Chicago, LLC | Added | $2.9m76.2k shares |
| WOLVERINE TRADING, LLC | Added | $2.7m69.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $25.0m668.2k shares |
| JANE STREET GROUP, LLC | Added | $10.0m267.9k shares |
| PEAK6 Investments LLC | Added | $8.9m238.7k shares |
| SIMPLEX TRADING, LLC | Added | $7.4m196.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.8m154.8k shares |
| GROUP ONE TRADING LLC | Added | $5.3m142.6k shares |
| Squarepoint Ops LLC | Reduced | $5.2m140.0k shares |
| Twin Tree Management, LP | New | $4.1m109.6k shares |
| WOLVERINE TRADING, LLC | Added | $3.8m97.7k shares |
| IMC-Chicago, LLC | Reduced | $2.9m77.1k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 22.3m $837.3m | First filing |
| VANGUARD GROUP INC 0.01% of their portfolio | 13.6m $509.7m | Added +615.5k |
| FMR LLC 0.02% of their portfolio | 10.0m $375.9m | Reduced -3.1m |
| PRIMECAP MANAGEMENT CO/CA/ 0.22% of their portfolio | 7.8m $294.0m | Reduced -146.5k |
| STATE STREET CORP 0.01% of their portfolio | 5.1m $190.0m | Added +690.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.6m $134.7m | Added +679.3k |
| NORGES BANK 0.02% of their portfolio | 3.6m $133.6m | Added +1.3m |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 3.4m $127.2m | Added +688.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.12% of their portfolio | 3.2m $118.3m | Reduced -49.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.0m $112.9m | Reduced -957.4k |
| TPG GP A, LLC 1.91% of their portfolio | 3.0m $112.2m | Unchanged |
| Sachem Head Capital Management LP 5.61% of their portfolio | 2.9m $107.0m | Unchanged |
| Invesco Ltd. 0.02% of their portfolio | 2.5m $95.4m | Added +542.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.09% of their portfolio | 2.4m $88.7m | Added +315.2k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 2.4m $88.3m | Added +1.0m |
| KGH Ltd 5.60% of their portfolio | 2.1m $79.1m | New |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 1.9m $71.5m | Added +796.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.7m $65.0m | Added +221.1k |
| Handelsbanken Fonder AB 0.25% of their portfolio | 1.7m $62.8m | Added +84.1k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.18% of their portfolio | 1.6m $59.7m | Added +745.7k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 1.5m $57.3m | Added +65.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.5m $56.6m | Added +624.4k |
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $55.6m | Reduced -100.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.4m $53.7m | Reduced -334.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.3m $49.5m | Added +261.5k |
| STOREBRAND ASSET MANAGEMENT AS 0.15% of their portfolio | 1.3m $49.1m | Added +281.1k |
| Pictet Asset Management Holding SA 0.05% of their portfolio | 1.3m $48.5m | Reduced -133.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% of their portfolio | 1.2m $46.0m | Added +308.0k |
| Holocene Advisors, LP 0.18% of their portfolio | 1.2m $45.4m | New |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.2m $43.3m | Added +159.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.1m $41.8m | Reduced -27.6k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.18% of their portfolio | 1.1m $39.9m | Added +44.2k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 988.9k $37.1m | Added +339.0k |
| Skandinaviska Enskilda Banken AB (publ) 0.17% of their portfolio | 982.6k $36.8m | Added +184.4k |
| Assenagon Asset Management S.A. 0.07% of their portfolio | 963.7k $36.1m | Added +591.5k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.11% of their portfolio | 943.1k $35.3m | Added +422.2k |
| MACQUARIE GROUP LTD 0.04% of their portfolio | 911.8k $34.2m | Reduced -163.2k |
| Erste Asset Management GmbH 0.40% of their portfolio | 863.0k $33.5m | Added +65.0k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 810.1k $30.4m | Reduced -1.2m |
| EARNEST PARTNERS LLC 0.13% of their portfolio | 794.6k $29.8m | Reduced -26.8k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.10% of their portfolio | 702.5k $26.3m | Added +68.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 701.1k $26.3m | Reduced -37.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 701.0k $26.3m | Reduced -488.0k |
| Amundi 0.01% of their portfolio | 693.9k $24.4m | Added +397.8k |
| Alpine Investment Management Ltd 16.75% of their portfolio | 673.5k $25.2m | New |
| Standard Investments LLC 1.20% of their portfolio | 625.0k $23.4m | New |
| Aberdeen Group plc 0.04% of their portfolio | 584.2k $21.9m | Added +4.2k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 535.9k $20.1m | Reduced -305.1k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 474.2k $17.8m | Added +55.7k |
| Cinctive Capital Management LP 0.95% of their portfolio | 443.5k $16.6m | New |
| SIR Capital Management, L.P. 1.59% of their portfolio | 436.8k $16.4m | Added +183.6k |
| Squarepoint Ops LLC 0.05% of their portfolio | 430.6k $16.1m | Reduced -308.6k |
| Blue Door Asset Management, LLC 10.10% of their portfolio | 390.0k $14.6m | Added +102.7k |
| Legal & General Group Plc 0.00% of their portfolio | 379.4k $14.2m | Added +78.8k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 378.6k $14.2m | Reduced -112.0k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 374.8k $14.0m | Reduced -243.6k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio | 367.9k $13.8m | Added +8.2k |
| CAAS CAPITAL MANAGEMENT LP 8.89% of their portfolio | 347.9k $13.0m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 345.2k $12.9m | Reduced -7.2k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.63% of their portfolio | 330.3k $12.4m | Added +51.4k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 329.1k $12.3m | Reduced -360.0k |
| Bridgewater Associates, LP 0.07% of their portfolio | 328.7k $12.3m | Added +144.9k |
| DekaBank Deutsche Girozentrale 0.03% of their portfolio | 320.3k $14.1m | Reduced -92.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 313.6k $11.8m | Added +34.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 309.2k $11.6m | Added +91.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 297.0k $11.1m | Added +45.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 283.3k $10.6m | Reduced -6.5k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 272.7k $10.2m | Reduced -248.1k |
| Arosa Capital Management LP 7.07% of their portfolio | 269.8k $10.1m | Added +140.0k |
| Swiss National Bank 0.01% of their portfolio | 265.6k $10.0m | Added +23.9k |
| ALPS ADVISORS INC 0.07% of their portfolio | 259.9k $9.7m | Added +56.6k |
| BARCLAYS PLC 0.00% of their portfolio | 259.8k $9.7m | Added +187.6k |
| SCOUT INVESTMENTS, INC. 0.24% of their portfolio | 259.4k $9.2m | Reduced -30.6k |
| Corebridge Financial, Inc. 0.05% of their portfolio | 245.7k $9.2m | Added +28.4k |
| UBS Group AG 0.00% of their portfolio | 237.7k $8.9m | Reduced -31.4k |
| Smith Group Asset Management, LLC 0.73% of their portfolio | 233.8k $8.8m | Reduced -149.2k |
| DECADE RENEWABLE PARTNERS LP 4.45% of their portfolio | 226.2k $8.5m | Added +14.2k |
| SYCOMORE ASSET MANAGEMENT 1.31% of their portfolio | 210.9k $7.9m | Reduced -29.0k |
| Pier Capital, LLC 1.09% of their portfolio | 206.0k $7.7m | New |
| SEI INVESTMENTS CO 0.01% of their portfolio | 202.4k $7.6m | Reduced -2.4k |
| California Public Employees Retirement System 0.00% of their portfolio | 185.5k $7.0m | Reduced -14.6k |
| Retirement Systems of Alabama 0.02% of their portfolio | 174.2k $6.5m | Added +22.6k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 172.9k $6.5m | Added +724 |
| UniSuper Management Pty Ltd 0.05% of their portfolio | 167.2k $6.3m | Unchanged |
| Ace Management Global Ltd. 1.87% of their portfolio | 167.2k $6.3m | Added +53.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 165.7k $6.2m | Added +18.2k |
| CREDIT AGRICOLE S A 0.03% of their portfolio | 165.3k $6.2m | Added +1.5k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 163.6k $6.1m | Reduced -844.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 161.2k $6.0m | Added +32.0k |
| Renaissance Capital LLC 3.81% of their portfolio | 154.4k $5.8m | Added +50.4k |
| MetLife Investment Management, LLC 0.03% of their portfolio | 153.7k $5.8m | Added +23.8k |
| Clear Harbor Asset Management, LLC 0.47% of their portfolio | 152.2k $5.7m | Added +584 |
| COMERICA BANK 0.02% of their portfolio | 145.3k $5.4m | Added +1.3k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.05% of their portfolio | 145.2k $5.4m | Reduced -4.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 141.2k $5.0m | Reduced -50.1k |
| CAPITAL FUND MANAGEMENT S.A. 0.06% of their portfolio | 140.4k $5.3m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 136.7k $5.1m | Added +6.1k |
| CITIGROUP INC 0.00% of their portfolio | 134.5k $5.0m | Reduced -151.8k |
| Advanced Portfolio Management, LLC 5.02% of their portfolio | 130.1k $4.9m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 129.3k $4.8m | Added +9.8k |