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 ($32.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $119.04. Options: 25 managers hold calls ($227.7m notional), 20 hold puts ($273.6m).
Trends to Q2 2026
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 |
| Q1 2025 | 473 |
| Q2 2025 | 514 |
| Q3 2025 | 544 |
| Q4 2025 | 607 |
| Q1 2026 | 701 |
| Q2 2026 | 723 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 238 | 206 |
| Q4 2024 | 199 | 221 |
| Q1 2025 | 258 | 194 |
| Q2 2025 | 250 | 237 |
| Q3 2025 | 325 | 227 |
| Q4 2025 | 294 | 269 |
| Q1 2026 | 372 | 275 |
| Q2 2026 | 354 | 347 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $571.2m | $489.1m | 0.86 |
| Q4 2025 | $600.5m | $715.5m | 1.19 |
| Q1 2026 | $190.4m | $292.5m | 1.54 |
| Q2 2026 | $227.7m | $273.6m | 1.20 |
Biggest buyers
| Fundsmith LLP | New | +2.9m |
| FUNDSMITH INVESTMENT SERVICES LTD. | New | +903.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added | +856.3k |
| MARSHALL WACE, LLP | Added | +740.2k |
| HRT FINANCIAL LP | New | +735.4k |
| Point72 Asset Management, L.P. | Added | +631.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +543.5k |
| Balyasny Asset Management L.P. | Added | +540.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +485.5k |
| Holocene Advisors, LP | New | +415.3k |
Biggest sellers
| BlackRock, Inc. | Reduced | -3.7m |
| FMR LLC | Reduced | -1.5m |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -986.9k |
| T. Rowe Price Investment Management, Inc. | Reduced | -971.0k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -950.7k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -868.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | -748.5k |
| STATE STREET CORP | Reduced | -722.0k |
| NORTHERN TRUST CORP | Reduced | -586.2k |
| Nuveen, LLC | Reduced | -508.1k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $52.6m441.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $39.3m330.0k shares |
| IMC-Chicago, LLC | Added | $37.4m313.8k shares |
| CITADEL ADVISORS LLC | Reduced | $21.6m181.5k shares |
| Walleye Trading LLC | Added | $10.4m87.3k shares |
| LMR Partners LLP | Added | $8.7m73.0k shares |
| Arosa Capital Management LP | New | $8.3m70.0k shares |
| UBS Group AG | New | $7.3m61.1k shares |
| Caption Management, LLC | New | $7.1m59.6k shares |
| GROUP ONE TRADING LLC | Reduced | $6.6m55.1k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $83.1m697.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $57.1m479.6k shares |
| CITADEL ADVISORS LLC | Added | $36.7m308.1k shares |
| UBS Group AG | New | $26.4m221.4k shares |
| IMC-Chicago, LLC | Added | $21.9m184.2k shares |
| Walleye Trading LLC | Added | $14.8m124.2k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | New | $8.9m75.0k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $7.2m60.4k shares |
| PEAK6 LLC | Unchanged | $3.7m30.9k shares |
| SIMPLEX TRADING, LLC | Added | $3.0m25.2k 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 since 1 Apr 2026
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 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 3 | $1.2m | $1.2m |
| Q2 2025 | 0 | — | 4 | $12.2m | $12.2m |
| Q3 2025 | 0 | — | 6 | $4.4m | $3.8m |
| Q4 2025 | 0 | — | 4 | $8.6m | $7.7m |
| Q1 2026 | 0 | — | 3 | $11.3m | $10.7m |
| Q2 2026 | 0 | — | 5 | $22.6m | $22.6m |
| Q3 2026 | 0 | — | 5 | $10.0m | $8.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-01 | BOYNTON CHARLES D Chief Financial Officer | Sold plan | $359.9k4.5k shares |
| 2026-08-24 | Blunden Julia Director | Sold | $310.5k3.7k shares |
| 2026-08-21 | Blunden Julia Director | Sold | $327.9k3.7k shares |
| 2026-08-19 | Thomas Brandi Elizabeth Director | Sold | $676.6k7.4k shares |
| 2026-08-11 | Wenger Howard President, director | Sold plan | $1.2m11.2k shares |
| 2026-08-10 | SHUGAR DANIEL S Chief Executive Officer, director | Sold plan | $7.0m67.6k shares |
| 2026-08-05 | Blunden Julia Director | Sold | $222.5k2.3k shares |
| 2026-06-01 | BOYNTON CHARLES D Chief Financial Officer | Sold plan | $683.1k4.5k shares |
| 2026-05-29 | Miller Nicholas Marco Chief Operating Officer | Sold plan | $3.5m22.4k shares |
| 2026-05-26 | Wenger Howard President, director | Sold plan | $8.2m62.7k shares |
| 2026-05-26 | SHUGAR DANIEL S Chief Executive Officer, director | Sold plan | $3.5m26.1k shares |
| 2026-05-26 | LEDESMA BRUCE Chief Legal & Compliance Ofc | Sold plan | $437.6k3.2k shares |
| 2026-05-22 | Wenger Howard President, director | Sold plan | $1.1m9.1k shares |
| 2026-05-20 | Miller Nicholas Marco Chief Operating Officer | Sold plan | $3.1m24.5k shares |
| 2026-05-20 | Wenger Howard President, director | Sold plan | $2.0m16.1k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.04% of their portfolio | 21.1m $2.5bn | Reduced -3.7m |
| FMR LLC 0.10% of their portfolio | 18.8m $2.2bn | Reduced -1.5m |
| PRIMECAP MANAGEMENT CO/CA/ 0.47% of their portfolio | 6.7m $796.9m | Reduced -72.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 6.5m $775.0m | Added +99.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 6.0m $709.6m | Reduced -748.5k |
| Invesco Ltd. 0.05% of their portfolio | 4.9m $580.0m | Added +129.6k |
| STATE STREET CORP 0.02% of their portfolio | 4.7m $564.8m | Reduced -722.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 3.4m $408.3m | Reduced -314.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.4m $407.9m | Reduced -986.9k |
| Fundsmith LLP 2.49% of their portfolio | 2.9m $340.3m | New |
| Pictet Asset Management Holding SA 0.29% of their portfolio | 2.6m $304.8m | Reduced -198.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 2.5m $292.6m | Reduced -178.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.24% of their portfolio | 2.0m $243.3m | Added +856.3k |
| Handelsbanken Fonder AB 0.68% of their portfolio | 2.0m $239.9m | Reduced -6.8k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.39% of their portfolio | 1.8m $214.1m | Added +238.3k |
| Jupiter Topco LLC 0.08% of their portfolio | 1.7m $203.3m | First filing |
| Amundi 0.05% of their portfolio | 1.7m $200.0m | Added +198.2k |
| UBS Group AG 0.03% of their portfolio | 1.7m $198.0m | Added +94.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.6m $192.3m | Added +45.5k |
| ALLIANCEBERNSTEIN L.P. 0.06% of their portfolio | 1.6m $191.2m | Reduced -868.5k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.5m $182.9m | Reduced -94.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.5m $181.9m | Reduced -298.9k |
| MORGAN STANLEY 0.01% of their portfolio | 1.4m $164.9m | Added +107.7k |
| NORGES BANK 0.02% of their portfolio | 1.3m $159.7m | Not comparable |
| LORD, ABBETT & CO. LLC 0.45% of their portfolio | 1.3m $158.2m | Added +60.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.43% of their portfolio | 1.3m $156.5m | Reduced -30.4k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.2m $147.6m | Reduced -586.2k |
| Driehaus Capital Management LLC 0.83% of their portfolio | 1.2m $143.8m | Added +169.6k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.2m $140.5m | Reduced -59.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.1m $127.9m | Reduced -267.9k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.1m $118.0m | Reduced -142.9k |
| EARNEST PARTNERS LLC 0.44% of their portfolio | 1.0m $122.3m | Reduced -31.5k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 935.1k $111.4m | Reduced -76.3k |
| FUNDSMITH INVESTMENT SERVICES LTD. 2.38% of their portfolio | 903.5k $107.6m | New |
| Bank of New York Mellon Corp 0.02% of their portfolio | 897.6k $106.9m | Reduced -68.5k |
| ASSETMARK, INC 0.18% of their portfolio | 879.6k $104.8m | Added +38.6k |
| Robeco Schweiz AG 1.65% of their portfolio | 865.6k $103.1m | Added +7.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.33% of their portfolio | 857.4k $102.2m | Reduced -249.9k |
| MARSHALL WACE, LLP 0.08% of their portfolio | 794.2k $94.6m | Added +740.2k |
| HRT FINANCIAL LP 0.21% of their portfolio | 735.4k $87.6m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.08% of their portfolio | 725.5k $86.4m | Added +543.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.24% of their portfolio | 671.8k $80.0m | Reduced -950.7k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 670.1k $79.8m | Reduced -26.6k |
| STOREBRAND ASSET MANAGEMENT AS 0.19% of their portfolio | 661.8k $78.8m | Added +14.2k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 657.1k $78.3m | Added +128.9k |
| Point72 Asset Management, L.P. 0.12% of their portfolio | 652.3k $77.7m | Added +631.5k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 639.4k $76.2m | Added +196.6k |
| Erste Asset Management GmbH 0.54% of their portfolio | 626.9k $69.2m | Reduced -45.8k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 625.6k $74.5m | Added +40.9k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 1.18% of their portfolio | 600.7k $71.6m | Added +100.2k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.13% of their portfolio | 554.2k $66.0m | Reduced -128.1k |
| Balyasny Asset Management L.P. 0.12% of their portfolio | 545.3k $65.0m | Added +540.6k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% of their portfolio | 515.9k $61.5m | Added +291.4k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 513.9k $61.2m | Added +485.5k |
| Impax Asset Management Group plc 0.39% of their portfolio | 504.3k $60.1m | Added +328.6k |
| Granahan Investment Management, LLC 2.11% of their portfolio | 495.9k $59.1m | Added +71.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 461.6k $55.0m | Added +11.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.07% of their portfolio | 445.7k $53.1m | Added +43.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 439.8k $52.4m | Added +154.4k |
| Nuveen, LLC 0.01% of their portfolio | 428.5k $51.0m | Reduced -508.1k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 420.1k $50.0m | Reduced -17.3k |
| Holocene Advisors, LP 0.11% of their portfolio | 415.3k $49.5m | New |
| Legal & General Group Plc 0.01% of their portfolio | 408.8k $48.7m | Added +49.8k |
| SCOPUS ASSET MANAGEMENT, L.P. 1.08% of their portfolio | 383.9k $45.7m | Added +242.6k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 380.1k $45.3m | Reduced -69.1k |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 376.3k $44.8m | Reduced -88.0k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 371.4k $44.3m | Reduced -88.9k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 366.8k $43.7m | Added +210.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 364.2k $43.4m | Added +91.3k |
| FIL Ltd 0.03% of their portfolio | 338.4k $40.3m | Added +70.1k |
| DekaBank Deutsche Girozentrale 0.06% of their portfolio | 320.3k $38.5m | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.09% of their portfolio | 316.9k $37.8m | Added +76.8k |
| Aventail Capital Group, LP 2.13% of their portfolio | 311.1k $37.1m | Added +80.9k |
| Man Group plc 0.07% of their portfolio | 301.7k $35.9m | Added +63.8k |
| One Fin Capital Management LP 12.51% of their portfolio | 300.0k $35.7m | Unchanged |
| Swiss National Bank 0.02% of their portfolio | 290.5k $34.6m | Reduced -3.1k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 287.1k $34.2m | New |
| Encompass Capital Advisors LLC 1.44% of their portfolio | 280.0k $33.4m | Reduced -204.3k |
| Squarepoint Ops LLC 0.06% of their portfolio | 279.7k $33.3m | Reduced -87.3k |
| SEI INVESTMENTS CO 0.03% of their portfolio | 279.2k $33.3m | Reduced -28.6k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 278.9k $33.6m | Added +120 |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 268.4k $32.0m | Added +99.2k |
| California Public Employees Retirement System 0.02% of their portfolio | 259.3k $30.9m | Added +13.2k |
| CREDIT AGRICOLE S A 0.08% of their portfolio | 255.1k $30.4m | Added +50.2k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% of their portfolio | 245.1k $29.2m | Added +16.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 244.5k $29.1m | Added +4.7k |
| TD Asset Management Inc 0.02% of their portfolio | 236.4k $28.2m | Reduced -12.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 228.6k $27.2m | Reduced -442.8k |
| COOKSON PEIRCE & CO INC 0.89% of their portfolio | 227.6k $27.1m | Added +686 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.13% of their portfolio | 216.1k $25.7m | Added +17.2k |
| STRS OHIO 0.09% of their portfolio | 212.1k $25.3m | Added +61.2k |
| Goodman Financial Corp 3.88% of their portfolio | 210.6k $25.1m | Reduced -37.5k |
| Merewether Investment Management, LP 0.44% of their portfolio | 194.7k $23.2m | Added +61.5k |
| AGF MANAGEMENT LTD 0.09% of their portfolio | 194.6k $23.2m | Added +126.3k |
| OP Asset Management Ltd 0.24% of their portfolio | 191.6k $22.8m | Added +160.0k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 183.4k $21.9m | Added +8.1k |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.96% of their portfolio | 181.0k $21.6m | Added +38.0k |
| Wealth High Governance Asset Management Ltda. 2.29% of their portfolio | 180.9k $21.6m | Added +18.7k |
| Electron Capital Partners, LLC 0.85% of their portfolio | 178.0k $21.2m | Added +150.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 168.2k $20.0m | Reduced -4.7k |