TruBridge Ownership | Who Owns TruBridge?
TruBridge Ownership Summary
TruBridge is owned by 12.92% institutional investors, 15.95% insiders, and 71.13% retail investors. Nellore capital management is the largest institutional shareholder, holding 6.82% of TBRG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.98% of its assets in TruBridge shares.
TBRG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | TruBridge | 12.92% | 15.95% | 71.13% |
| Sector | Healthcare Stocks | 35.58% | 11.87% | 52.55% |
| Industry | Healthcare Information Services Stocks | 33.98% | 12.11% | 53.90% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Nellore capital management | 988.45K | 6.82% | $14.47M |
| Vanguard group | 744.71K | 5.15% | $16.44M |
| Blackrock funding, inc. /de | 732.87K | 5.06% | $10.73M |
| Dimensional fund advisors lp | 562.85K | 3.88% | $8.24M |
| Martin & co inc /tn/ | 448.65K | 3.10% | $6.57M |
| Ameriprise financial | 295.48K | 2.04% | $4.33M |
| Federated hermes | 292.41K | 2.02% | $4.28M |
| Kennedy capital management | 283.84K | 1.96% | $4.16M |
| Geode capital management | 250.97K | 1.73% | $3.68M |
| State street | 195.22K | 1.35% | $2.86M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nellore capital management | 988.45K | 1.85% | $14.47M |
| Martin & co inc /tn/ | 448.65K | 1.12% | $6.57M |
| Entrypoint capital | 23.53K | 0.10% | $344.44K |
| Kennedy capital management | 283.84K | 0.09% | $4.16M |
| R squared | 10.23K | 0.08% | $149.71K |
| Mitchell mcleod pugh & williams | 25.65K | 0.06% | $375.47K |
| Adams wealth management | 8.40K | 0.05% | $231.17K |
| Cachetech | 8.40K | 0.05% | $231.17K |
| Trustmark national bank trust department | 46.80K | 0.04% | $685.15K |
| Quadrant capital group | 17.00 | 0.04% | $48.97M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 76.57K | 0.00% | 76.57K |
| Nellore capital management | 988.45K | 1.85% | 73.41K |
| Dimensional fund advisors lp | 562.85K | 0.00% | 54.42K |
| Lazard asset management | 51.98K | 0.00% | 51.98K |
| Creative planning | 49.79K | 0.00% | 49.79K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | - | - | -441.66K |
| Paradigm capital management inc/ny | 52.06K | 0.03% | -286.94K |
| Hillsdale investment management | - | - | -168.92K |
| Cachetech | 8.40K | 0.05% | -168.64K |
| Adams wealth management | 8.40K | 0.05% | -168.64K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 76.57K | 0.00% | 76.57K | $1.12M |
| Creative planning | 49.79K | 0.00% | 49.79K | $728.91K |
| Jane street group | 37.12K | 0.00% | 37.12K | $543.47K |
| Exoduspoint capital management, lp | 30.53K | 0.00% | 30.53K | $446.97K |
| Entrypoint capital | 23.53K | 0.10% | 23.53K | $344.44K |
Sold Out
| Holder | Change |
|---|---|
| Jones financial companies lllp | -10.00 |
| Crewe advisors | -48.00 |
| Srs capital advisors | -60.00 |
| Simplex trading | -67.00 |
| Vermillion & white wealth management group | -81.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 37 | -55.95% | 1,872,092 | -72.51% | 12 | 0.58% | 17 | -50.00% | 11 | -67.65% |
| Dec 31, 2025 | 54 | -39.33% | 4,116,312 | -43.23% | 28 | 1.14% | 23 | -39.47% | 20 | -37.50% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 446.27K | 2.98% | - |
| Martin & Company Small Cap Value Comp | 240.54K | 1.61% | 7.39K |
| iShares Russell 2000 ETF | 230.12K | 1.53% | 1.93K |
| Columbia Small Cap Value Discovery Fund | 218.77K | 1.46% | 9.80K |
| Federated Hermes MDT Small Cap Core IS | 204.03K | 1.36% | -35.87K |
| Federated Hermes MDT SCC Institutional | 204.03K | 1.36% | -35.87K |
| Columbia Small Cap Value I A | 204.07K | 1.36% | 5.60K |
| Columbia Small Cap Value I | 198.47K | 1.32% | -109.83K |
| Kennedy Micro Cap | 184.48K | 1.24% | 3.35K |
| Columbia Small Cap Value Discv A | 143.62K | 0.96% | -75.15K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 01, 2025 | Pinetree Capital Ltd. | - | Buy | $1.68M |
| Dec 02, 2025 | Pinetree Capital Ltd. | - | Buy | $1.02M |
| Dec 03, 2025 | Pinetree Capital Ltd. | - | Buy | $230.00K |
| Nov 19, 2025 | Pinetree Capital Ltd. | - | Buy | $102.60K |
| Nov 18, 2025 | Pinetree Capital Ltd. | - | Buy | $75.84K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | - |
| 2025 Q4 | 15 | - |
| 2025 Q3 | - | - |
| 2025 Q2 | 4 | 1 |
TBRG Ownership FAQ
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