Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NCSM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ADVENT INTERNATIONAL CORP/MA | 1.5M | $91.4M | 0.0% | 56.331% | 2.15% |
| 2 | Truffle Hound Capital, LLC | 80K | $4.9M | +116.1% | 3.048% | 3.03% |
| 3 | TOCQUEVILLE ASSET MANAGEMENT L.P. | 59K | $3.6M | -51.7% | 2.236% | 0.06% |
| 4 | ArrowMark Colorado Holdings LLC | 39K | $2.4M | -24.1% | 1.498% | 0.06% |
| 5 | MARSHALL WACE, LLP | 32K | $2.0M | β | 1.211% | 0.00% |
| 6 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 30K | $1.8M | 0.0% | 1.137% | 0.04% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 24K | $1.5M | +14.0% | 0.914% | 0.00% |
| 8 | Empowered Funds, LLC | 20K | $1.2M | 0.0% | 0.756% | 0.01% |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 17K | $1.1M | β | 0.658% | 0.00% |
| 10 | CAPTRUST FINANCIAL ADVISORS | 16K | $974K | -0.1% | 0.600% | 0.00% |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 13K | $788K | +17.5% | 0.486% | 0.00% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 10K | $644K | +2.5% | 0.396% | 0.00% |
| 13 | Walleye Capital LLC | 9K | $575K | β | 0.354% | 0.00% |
| 14 | BAILARD, INC. | 9K | $537K | 0.0% | 0.331% | 0.01% |
| 15 | Quadrature Capital Ltd | 8K | $505K | β | 0.311% | 0.01% |
| 16 | BlackRock, Inc. | 7K | $459K | +4.9% | 0.283% | 0.00% |
| 17 | CITADEL ADVISORS LLC | 7K | $454K | -38.7% | 0.280% | 0.00% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7K | $422K | β | 0.260% | 0.00% |
| 19 | LAZARD ASSET MANAGEMENT LLC | 6K | $372K | β | 0.229% | 0.00% |
| 20 | JANE STREET GROUP, LLC | 6K | $361K | β | 0.223% | 0.00% |
| 21 | GOLDMAN SACHS GROUP INC | 5K | $333K | β | 0.205% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 5K | $309K | β | 0.191% | 0.00% |
| 23 | MILLENNIUM MANAGEMENT LLC | 5K | $305K | β | 0.188% | 0.00% |
| 24 | Point72 Asset Management, L.P. | 5K | $290K | β | 0.179% | 0.00% |
| 25 | Centiva Capital, LP | 4K | $256K | β | 0.158% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in NCSM β a direct measure of their conviction.
Filings activity in NCSM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 40 | +43% | 83.39% | +31.29 pp | $119M | +60% |
| Q4 2025 | 28 | 3.4% | 52.10% | 15.01 pp | $74M | 22% |
| Q3 2025 | 29 | +3.6% | 67.11% | +28.84 pp | $96M | +75% |
| Q2 2025 | 28 | 3.4% | 38.27% | 7.29 pp | $55M | 16% |
| Q1 2025 | 29 | +21% | 45.56% | +12.63 pp | $65M | +38% |
| Q4 2024 | 24 | +20% | 32.93% | +8.27 pp | $47M | +34% |
| Q3 2024 | 20 | +5.3% | 24.66% | +3.91 pp | $35M | +19% |
| Q2 2024 | 19 | β | 20.75% | β | $30M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NCSM stock.
Based on Q1 2026 13F filings, institutional ownership of NCS Multistage Holdings, Inc. stands at 83.4%, held across 40 reporting institutions.
ADVENT INTERNATIONAL CORP/MA is the largest reported institutional holder of NCSM, with approximately 1,478,426 shares worth $0.09B as of Q1 2026.
Yes β 6 widely-followed marquee investors appear among the top 25 institutional holders of NCSM, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for NCSM is 85 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
18 institutions opened new positions in NCSM during Q1 2026, while 6 fully exited. 19 added to existing positions and 3 trimmed.
NCSM institutional ownership rose by 31.29 percentage points quarter-over-quarter, with a net change of +12 holders.
The top 10 institutions account for 93.3% of all reported 13F value in NCSM, and the top 25 account for 98.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
NCS Multistage Holdings, Inc. (NCSM) Institutional Ownership