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 ($4.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.58. Options: 21 managers hold calls ($74.9m notional), 19 hold puts ($75.2m).
Trends to Q4 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 |
| Q4 2024 | 437 |
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 |
| Q4 2024 | 199 | 221 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $104.6m | $90.5m | 0.87 |
| Q2 2024 | $152.7m | $92.9m | 0.61 |
| Q3 2024 | $95.3m | $87.1m | 0.91 |
| Q4 2024 | $74.9m | $75.2m | 1.00 |
Biggest buyers
| BlackRock, Inc. | Added | +2.9m |
| UBS Group AG | Added | +2.5m |
| Encompass Capital Advisors LLC | New | +1.5m |
| Invesco Ltd. | Added | +1.3m |
| Balyasny Asset Management L.P. | Added | +827.2k |
| Atreides Management, LP | New | +633.7k |
| Robeco Schweiz AG | New | +605.3k |
| Handelsbanken Fonder AB | Added | +602.6k |
| KGH Ltd | Added | +531.8k |
| CITIGROUP INC | Added | +523.0k |
Biggest sellers
| FMR LLC | Reduced | -2.7m |
| CITADEL ADVISORS LLC | Reduced | -1.8m |
| JPMORGAN CHASE & CO | Reduced | -1.1m |
| Assenagon Asset Management S.A. | Reduced | -907.5k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -884.9k |
| Alpine Investment Management Ltd | Sold out | -673.5k |
| NORGES BANK | Reduced | -659.1k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -566.8k |
| Aberdeen Group plc | Reduced | -487.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -475.4k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $15.1m414.0k shares |
| Blue Door Asset Management, LLC | Added | $11.0m300.0k shares |
| JANE STREET GROUP, LLC | Added | $10.2m279.2k shares |
| Squarepoint Ops LLC | Reduced | $8.5m233.6k shares |
| ROYAL BANK OF CANADA | Added | $5.8m160.0k shares |
| Caption Management, LLC | Added | $5.8m157.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.7m157.3k shares |
| WOLVERINE TRADING, LLC | Added | $3.2m86.8k shares |
| LMR Partners LLP | Added | $1.9m51.1k shares |
| IMC-Chicago, LLC | Reduced | $1.8m48.0k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $17.9m488.7k shares |
| CITADEL ADVISORS LLC | Reduced | $14.7m403.3k shares |
| GROUP ONE TRADING LLC | Added | $5.8m159.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.7m155.4k shares |
| Twin Tree Management, LP | Added | $5.1m140.2k shares |
| Squarepoint Ops LLC | Reduced | $5.1m139.5k shares |
| D. E. Shaw & Co., Inc. | Added | $4.2m114.6k shares |
| Caption Management, LLC | Added | $3.7m102.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.1m85.5k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.4m65.8k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 25.2m $921.6m | Added +2.9m |
| VANGUARD GROUP INC 0.01% of their portfolio | 13.8m $505.7m | Added +243.6k |
| PRIMECAP MANAGEMENT CO/CA/ 0.22% of their portfolio | 7.7m $281.3m | Reduced -142.6k |
| FMR LLC 0.02% of their portfolio | 7.3m $266.9m | Reduced -2.7m |
| STATE STREET CORP 0.01% of their portfolio | 5.5m $200.0m | Added +404.0k |
| Invesco Ltd. 0.03% of their portfolio | 3.9m $141.5m | Added +1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.6m $131.5m | Added +4.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 3.3m $122.3m | Reduced -45.6k |
| TPG GP A, LLC 1.76% of their portfolio | 3.0m $109.3m | Unchanged |
| Sachem Head Capital Management LP 5.99% of their portfolio | 3.0m $108.8m | Added +122.5k |
| NORGES BANK 0.01% of their portfolio | 2.9m $106.2m | Reduced -659.1k |
| UBS Group AG 0.02% of their portfolio | 2.7m $100.5m | Added +2.5m |
| KGH Ltd 7.43% of their portfolio | 2.6m $96.5m | Added +531.8k |
| Handelsbanken Fonder AB 0.32% of their portfolio | 2.3m $83.2m | Added +602.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 2.3m $83.0m | Reduced -884.9k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 2.2m $78.6m | Added +244.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.9m $70.0m | Added +181.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.9m $70.0m | Added +483.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.9m $68.2m | Reduced -1.1m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.8m $67.1m | Added +328.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio | 1.8m $65.8m | Reduced -566.8k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.18% of their portfolio | 1.8m $64.1m | Added +161.9k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 1.5m $56.5m | Added +15.9k |
| Encompass Capital Advisors LLC 2.39% of their portfolio | 1.5m $55.7m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.3m $48.6m | Added +10.2k |
| EARNEST PARTNERS LLC 0.20% of their portfolio | 1.3m $45.8m | Added +459.9k |
| STOREBRAND ASSET MANAGEMENT AS 0.14% of their portfolio | 1.2m $45.0m | Reduced -76.3k |
| Pictet Asset Management Holding SA 0.05% of their portfolio | 1.2m $44.7m | Reduced -70.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.19% of their portfolio | 1.2m $44.2m | Added +144.5k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $42.4m | Reduced -322.4k |
| Skandinaviska Enskilda Banken AB (publ) 0.19% of their portfolio | 1.1m $42.2m | Added +159.3k |
| MACQUARIE GROUP LTD 0.05% of their portfolio | 1.1m $41.5m | Added +223.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.1m $41.2m | Reduced -27.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.1m $40.3m | Reduced -10.5k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.13% of their portfolio | 1.1m $39.0m | Added +124.1k |
| Erste Asset Management GmbH 0.49% of their portfolio | 1.1m $39.7m | Added +203.6k |
| Holocene Advisors, LP 0.12% of their portfolio | 1.0m $37.8m | Reduced -177.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 873.7k $31.9m | Added +172.6k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 860.9k $31.4m | Reduced -127.9k |
| Balyasny Asset Management L.P. 0.07% of their portfolio | 837.1k $30.6m | Added +827.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.11% of their portfolio | 773.2k $28.2m | Added +70.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% of their portfolio | 751.4k $27.4m | Reduced -475.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 715.8k $26.1m | Added +14.9k |
| CITIGROUP INC 0.02% of their portfolio | 657.5k $24.0m | Added +523.0k |
| Atreides Management, LP 0.73% of their portfolio | 633.7k $23.1m | New |
| Standard Investments LLC 1.27% of their portfolio | 625.0k $22.8m | Unchanged |
| Robeco Schweiz AG 0.47% of their portfolio | 605.3k $22.1m | New |
| Amundi 0.01% of their portfolio | 588.2k $25.0m | Reduced -105.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 558.7k $20.4m | Added +261.6k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 536.3k $19.6m | Reduced -1.8m |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 533.2k $19.5m | Reduced -276.9k |
| Goodlander Investment Management, LLC 13.98% of their portfolio | 520.0k $19.0m | First filing |
| Sourcerock Group LLC 1.32% of their portfolio | 510.6k $18.7m | New |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 478.7k $17.5m | Reduced -57.2k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 470.4k $17.2m | Reduced -3.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 469.2k $17.1m | Added +185.9k |
| Blue Door Asset Management, LLC 11.32% of their portfolio | 466.5k $17.0m | Added +76.5k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 406.4k $14.8m | Added +27.8k |
| Legal & General Group Plc 0.00% of their portfolio | 396.9k $14.5m | Added +17.6k |
| Squarepoint Ops LLC 0.04% of their portfolio | 391.0k $14.3m | Reduced -39.6k |
| PECONIC PARTNERS LLC 0.56% of their portfolio | 380.0k $13.9m | New |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 374.0k $13.7m | Reduced -754 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 365.6k $13.4m | Added +20.4k |
| SIR Capital Management, L.P. 1.38% of their portfolio | 365.3k $13.3m | Reduced -71.6k |
| CAAS CAPITAL MANAGEMENT LP 10.50% of their portfolio | 347.9k $12.7m | Unchanged |
| BARCLAYS PLC 0.01% of their portfolio | 334.2k $12.2m | Added +74.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.12% of their portfolio | 332.0k $12.1m | Added +191.6k |
| Medina Value Partners, LLC 4.96% of their portfolio | 330.9k $12.1m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 328.6k $12.0m | Added +19.4k |
| DekaBank Deutsche Girozentrale 0.02% of their portfolio | 320.3k $13.5m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 305.2k $11.2m | Reduced -8.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 301.5k $11.0m | Added +160.2k |
| Swiss National Bank 0.01% of their portfolio | 282.1k $10.3m | Added +16.5k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.06% of their portfolio | 280.0k $10.2m | New |
| ROYCE & ASSOCIATES LP 0.08% of their portfolio | 240.8k $8.8m | Added +152.0k |
| Corebridge Financial, Inc. 0.05% of their portfolio | 233.2k $8.5m | Reduced -12.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 223.6k $8.2m | Added +21.2k |
| Bridgewater Associates, LP 0.04% of their portfolio | 211.0k $7.7m | Reduced -117.7k |
| Tenzing Global Management, LLC 5.74% of their portfolio | 210.0k $7.7m | Added +180.0k |
| Pier Capital, LLC 1.08% of their portfolio | 207.2k $7.6m | Added +1.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 191.5k $7.0m | Added +90.1k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 182.5k $6.7m | Reduced -146.6k |
| ALPS ADVISORS INC 0.04% of their portfolio | 176.6k $6.5m | Reduced -83.3k |
| Retirement Systems of Alabama 0.02% of their portfolio | 174.7k $6.4m | Added +410 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH 1.07% of their portfolio | 168.5k $6.2m | Added +61.0k |
| California Public Employees Retirement System 0.00% of their portfolio | 167.4k $6.1m | Reduced -18.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 166.3k $6.1m | Added +29.5k |
| MetLife Investment Management, LLC 0.03% of their portfolio | 166.1k $6.1m | Added +12.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 162.7k $5.9m | Reduced -3.1k |
| Renaissance Capital LLC 3.83% of their portfolio | 159.8k $5.8m | Added +5.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 156.3k $5.7m | Reduced -4.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 153.8k $5.7m | New |
| Allianz Asset Management GmbH 0.01% of their portfolio | 153.3k $5.6m | Reduced -19.6k |
| SOROS FUND MANAGEMENT LLC 0.10% of their portfolio | 153.3k $5.6m | New |
| Clear Harbor Asset Management, LLC 0.45% of their portfolio | 153.2k $5.6m | Added +1.1k |
| JUPITER ASSET MANAGEMENT LTD 0.05% of their portfolio | 150.5k $5.5m | Added +112.7k |
| UniSuper Management Pty Ltd 0.04% of their portfolio | 148.4k $5.4m | Reduced -18.8k |
| ALGERT GLOBAL LLC 0.13% of their portfolio | 147.0k $5.4m | Added +29.7k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.05% of their portfolio | 145.0k $5.3m | Reduced -200 |
| COMERICA BANK 0.02% of their portfolio | 141.5k $5.2m | Reduced -3.8k |