TruBridge Ownership | Who Owns TruBridge?
TruBridge Ownership Summary
TruBridge is owned by 31.85% institutional investors, 17.84% insiders, and 50.31% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.36% of TBRG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.92% of its assets in TruBridge shares.
TBRG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | TruBridge | 31.85% | 17.84% | 50.31% |
| Sector | Healthcare Stocks | 42.53% | 10.81% | 46.67% |
| Industry | Healthcare Information Services Stocks | 41.60% | 12.53% | 45.86% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 777.76K | 5.36% | $15.69M |
| Vanguard group | 755.37K | 5.20% | $15.24M |
| Nellore capital management | 747.03K | 5.14% | $15.07M |
| Dimensional fund advisors lp | 470.59K | 3.24% | $9.49M |
| Martin & co inc /tn/ | 425.01K | 2.93% | $8.57M |
| Ameriprise financial | 289.04K | 1.99% | $5.83B |
| Federated hermes | 283.23K | 1.95% | $5.71M |
| Kennedy capital management | 276.94K | 1.91% | $5.59M |
| Geode capital management | 255.78K | 1.76% | $5.16M |
| Millennium management | 226.17K | 1.58% | $6.22M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nellore capital management | 747.03K | 1.64% | $15.07M |
| Martin & co inc /tn/ | 425.01K | 1.53% | $8.57M |
| Forest hill capital | 101.31K | 1.20% | $2.04M |
| Davidson kahn capital management | 32.94K | 0.37% | $664.30K |
| Kennedy capital management | 276.94K | 0.12% | $5.59M |
| Paradigm capital management inc/ny | 122.86K | 0.11% | $2.48M |
| Hillsdale investment management | 168.92K | 0.10% | $3.41M |
| Mitchell mcleod pugh & williams | 25.45K | 0.08% | $496.73K |
| Trustmark national bank trust department | 46.80K | 0.06% | $943.96K |
| Dynamic technology lab private | 13.53K | 0.05% | $273.00M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Paradigm capital management inc/ny | 122.86K | 0.11% | 122.86K |
| Segall bryant & hamill | 94.74K | 0.03% | 94.74K |
| Dimensional fund advisors lp | 470.59K | 0.00% | 63.11K |
| Nellore capital management | 747.03K | 1.64% | 63.11K |
| Squarepoint ops | 86.67K | 0.00% | 55.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | - | - | -441.66K |
| Ubs group | 32.78K | 0.00% | -204.48K |
| Adams wealth management | 8.40K | 0.05% | -168.64K |
| Cachetech | 8.40K | 0.05% | -168.64K |
| Aqr capital management | 75.52K | 0.00% | -98.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Paradigm capital management inc/ny | 122.86K | 0.11% | 122.86K | $2.48M |
| Segall bryant & hamill | 94.74K | 0.03% | 94.74K | $1.91M |
| Principal financial group | 21.94K | 0.00% | 21.94K | $442.49K |
| Martingale asset management l p | 10.83K | 0.01% | 10.83K | $218.50M |
| First horizon | 2.09K | 0.00% | 2.09K | $42.20K |
Sold Out
| Holder | Change |
|---|---|
| Jones financial companies lllp | -10.00 |
| Crewe advisors | -48.00 |
| Eversource wealth advisors | -56.00 |
| Coldstream capital management | -102.00 |
| Smartleaf asset management | -246.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 58 | -35.56% | 4,624,994 | -32.72% | 31 | 1.42% | 22 | -58.49% | 21 | 5.00% |
| Jun 30, 2025 | 95 | -16.67% | 7,495,919 | 0.99% | 51 | 1.93% | 56 | 7.69% | 22 | -46.34% |
| Mar 31, 2025 | 53 | -46.46% | 3,783,993 | -54.61% | 26 | 0.78% | 19 | -52.50% | 20 | -50.00% |
| Dec 31, 2024 | 99 | 5.32% | 8,336,697 | 1.82% | 58 | 1.78% | 40 | 42.86% | 40 | -16.67% |
| Sep 30, 2024 | 94 | -16.07% | 8,187,587 | -14.38% | 57 | 1.28% | 28 | -48.15% | 48 | 6.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 438.96K | 2.92% | -9.74K |
| Federated Hermes MDT SCC Institutional | 259.52K | 1.73% | -149.69K |
| Federated Hermes MDT Small Cap Core IS | 259.52K | 1.73% | -149.69K |
| iShares Russell 2000 ETF | 251.77K | 1.68% | - |
| Columbia Small Cap Value Discv A | 204.07K | 1.36% | 5.60K |
| Columbia Small Cap Value I A | 204.07K | 1.36% | 5.60K |
| Columbia Small Cap Value Discovery Fund | 198.47K | 1.32% | -109.83K |
| Columbia Small Cap Value I | 198.47K | 1.32% | -109.83K |
| Martin & Company Small Cap Value Comp | 194.58K | 1.30% | -1.88K |
| Kennedy Micro Cap | 182.93K | 1.22% | 13.17K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 19, 2025 | Pinetree Capital Ltd. | - | Buy | $102.60K |
| Nov 17, 2025 | Pinetree Capital Ltd. | - | Buy | $422.84K |
| Nov 19, 2025 | Pinetree Capital Ltd. | - | Buy | $175.97K |
| Nov 18, 2025 | Pinetree Capital Ltd. | - | Buy | $75.84K |
| Nov 17, 2025 | Daughton Michael | Chief Business Officer | Buy | $358.05K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 12 | - |
| 2025 Q3 | - | - |
| 2025 Q2 | 4 | 1 |
| 2025 Q1 | 10 | 1 |
| 2024 Q4 | 4 | - |
TBRG Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools