Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in TBRG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Nellore Capital Management LLC | 988K | $14.5M | +8.0% | 6.590% | 1.85% |
| 2 | BlackRock, Inc. | 733K | $10.7M | -3.3% | 4.886% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 577K | $8.5M | — | 3.849% | 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 563K | $8.2M | +10.7% | 3.753% | 0.00% |
| 5 | MARTIN & CO INC /TN/ | 449K | $6.6M | +2.7% | 2.991% | 1.12% |
| 6 | AMERIPRISE FINANCIAL INC | 295K | $4.3M | +1.3% | 1.970% | 0.00% |
| 7 | FEDERATED HERMES, INC. | 292K | $4.3M | -10.5% | 1.949% | 0.01% |
| 8 | KENNEDY CAPITAL MANAGEMENT, INC. | 284K | $4.2M | +2.4% | 1.892% | 0.09% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 251K | $3.7M | +2.2% | 1.673% | 0.00% |
| 10 | STATE STREET CORP | 195K | $2.9M | +18.0% | 1.302% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 158K | $2.3M | +11.1% | 1.056% | 0.00% |
| 12 | MORGAN STANLEY | 107K | $1.6M | -10.7% | 0.714% | 0.00% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 101K | $1.5M | +47.3% | 0.675% | 0.00% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 96K | $1.4M | — | 0.639% | 0.00% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 95K | $1.4M | -11.0% | 0.636% | 0.00% |
| 16 | NORTHERN TRUST CORP | 91K | $1.3M | -0.7% | 0.605% | 0.00% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 77K | $1.1M | — | 0.511% | 0.00% |
| 18 | Kestra Advisory Services, LLC | 60K | $885K | -2.5% | 0.403% | 0.00% |
| 19 | D. E. Shaw & Co., Inc. | 56K | $821K | -40.1% | 0.374% | 0.00% |
| 20 | UBS Group AG | 52K | $763K | +57.7% | 0.348% | 0.00% |
| 21 | PARADIGM CAPITAL MANAGEMENT INC/NY | 52K | $762K | -84.6% | 0.347% | 0.03% |
| 22 | LAZARD ASSET MANAGEMENT LLC | 52K | $761K | — | 0.347% | 0.00% |
| 23 | Creative Planning | 50K | $729K | — | 0.332% | 0.00% |
| 24 | TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 47K | $685K | 0.0% | 0.312% | 0.04% |
| 25 | MARSHALL WACE, LLP | 44K | $647K | +5.0% | 0.295% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TBRG — a direct measure of their conviction.
Filings activity in TBRG during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 91 | +7.1% | 23.59% | 14.09 pp | $92M | 37% |
| Q4 2025 | 85 | 2.3% | 37.68% | +1.48 pp | $148M | +4.1% |
| Q3 2025 | 87 | 7.4% | 36.20% | 6.38 pp | $142M | 15% |
| Q2 2025 | 94 | 15% | 42.58% | 7.21 pp | $167M | 14% |
| Q1 2025 | 110 | +11% | 49.79% | +9.61 pp | $195M | +24% |
| Q4 2024 | 99 | +6.5% | 40.18% | +16.01 pp | $157M | +66% |
| Q3 2024 | 93 | 15% | 24.17% | +1.75 pp | $95M | +7.8% |
| Q2 2024 | 109 | — | 22.42% | — | $88M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying TBRG stock.
Based on Q1 2026 13F filings, institutional ownership of TruBridge, Inc. stands at 23.6%, held across 91 reporting institutions.
Nellore Capital Management LLC is the largest reported institutional holder of TBRG, with approximately 988,446 shares worth $0.01B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of TBRG.
Our composite Smart Money Score for TBRG is 29 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
26 institutions opened new positions in TBRG during Q1 2026, while 20 fully exited. 7 added to existing positions and 56 trimmed.
TBRG institutional ownership fell by 14.09 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 73.3% of all reported 13F value in TBRG, and the top 25 account for 91.4%.
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.
TruBridge, Inc. (TBRG) Institutional Ownership