Who owns NEO (NEO)
Which tracked institutional funds hold NEO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NEO company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
90 tracked funds added or opened NEO while 72 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NEO’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes NEO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NEO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 390 tracked filers holding NEO, 191 increased or opened the position and 183 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NEO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 24
- VANGUARD PORTFOLIO MANAGEMENT LLC$176M
- VANGUARD CAPITAL MANAGEMENT LLC$131M
- CIBC Bancorp USA Inc.$56M
- CIBC WORLD MARKET INC.$55M
- FIRST TRUST ADVISORS LP$46M
- SG Capital Management LLC$20M
Full exits 12
- VANGUARD GROUP INC$306M
- CIBC WORLD MARKETS CORP$48M
- SHAPIRO CAPITAL MANAGEMENT LLC$13M
- Bellevue Group AG$3M
- Allianz Asset Management GmbH$3M
- TWO SIGMA INVESTMENTS, LP$2M
Largest adds
- NORGES BANK$129M
- T. Rowe Price Investment Management, Inc.$75M
- NEUBERGER BERMAN GROUP LLC$64M
- SG Americas Securities, LLC$46M
- MUFG Securities EMEA plc$37M
- NATIONAL BANK OF CANADA /FI/$26M
Largest trims
- BlackRock, Inc.$94M
- Clarkston Capital Partners, LLC$59M
- First Light Asset Management, LLC$46M
- MILLENNIUM MANAGEMENT LLC$45M
- D. E. Shaw & Co., Inc.$39M
- Greenhouse Funds LLLP$34M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 19,957,502 | $148M | 5.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 12,832,264 | $119M | 4.3% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 10,162,715 | $94M | 3.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 9,132,021 | $85M | 3.1% | 2026-Q1 |
| ING GROEP NV added | 8,904,300 | $83M | 3.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 8,590,344 | $80M | 2.9% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP trimmed | 7,803,226 | $72M | 2.6% | 2026-Q1 |
| First Light Asset Management, LLC trimmed | 9,729,978 | $72M | 2.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 7,751,718 | $72M | 2.6% | 2026-Q1 |
| Greenhouse Funds LLLP added | 9,100,103 | $68M | 2.4% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 6,500,180 | $60M | 2.2% | 2026-Q1 |
| Gates Capital Management, Inc. trimmed | 6,258,649 | $58M | 2.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 5,993,222 | $56M | 2.0% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 5,961,600 | $55M | 2.0% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 5,009,659 | $47M | 1.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 6,162,371 | $46M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 4,640,534 | $43M | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 4,580,427 | $43M | 1.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,655,823 | $42M | 1.5% | 2026-Q1 |
| BRAIDWELL LP added | 5,617,402 | $42M | 1.5% | 2026-Q1 |
| MUFG Securities EMEA plc added | 4,000,011 | $37M | 1.3% | 2026-Q1 |
| MIZUHO MARKETS AMERICAS LLC | 3,500,000 | $33M | 1.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 4,164,183 | $31M | 1.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 3,297,346 | $31M | 1.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 3,568,578 | $26M | 0.9% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 3,452,587 | $26M | 0.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,231,072 | $24M | 0.9% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,517,129 | $23M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,226,830 | $21M | 0.7% | 2026-Q1 |
| Clarkston Capital Partners, LLC trimmed | 2,204,788 | $20M | 0.7% | 2026-Q1 |
| SG Capital Management LLC new | 2,136,724 | $20M | 0.7% | 2026-Q1 |
| NOMURA HOLDINGS INC added | 2,088,042 | $19M | 0.7% | 2026-Q1 |
| SAMLYN CAPITAL, LLC added | 2,557,349 | $19M | 0.7% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 1,829,298 | $17M | 0.6% | 2026-Q1 |
| AMERICAN CAPITAL MANAGEMENT INC added | 2,250,878 | $17M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 2,222,757 | $16M | 0.6% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 2,190,758 | $16M | 0.6% | 2026-Q1 |
| Aberdeen Group plc added | 2,026,893 | $15M | 0.5% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 1,598,002 | $15M | 0.5% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 1,945,388 | $14M | 0.5% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 1,447,497 | $13M | 0.5% | 2026-Q1 |
| PFM Health Sciences, LP added | 1,784,552 | $13M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,408,712 | $13M | 0.5% | 2026-Q1 |
| Driehaus Capital Management LLC trimmed | 1,721,750 | $13M | 0.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,580,827 | $12M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,246,638 | $12M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,207,784 | $11M | 0.4% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP added | 1,100,678 | $10M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,057,248 | $10M | 0.4% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 1,139,094 | $10M | 0.4% | 2026-Q1 |
| HEARTLAND ADVISORS INC | 1,000,000 | $9M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 977,678 | $9M | 0.3% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC added | 970,928 | $9M | 0.3% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC trimmed | 968,609 | $9M | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,187,728 | $9M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board added | 778,225 | $7M | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 938,052 | $7M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 743,366 | $7M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 690,209 | $6M | 0.2% | 2026-Q1 |
| Granite Investment Partners, LLC trimmed | 752,478 | $6M | 0.2% | 2026-Q1 |
| Roubaix Capital, LLC added | 498,424 | $5M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 616,832 | $5M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 605,663 | $4M | 0.2% | 2026-Q1 |
| HighMark Wealth Management LLC added | 579,834 | $4M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 562,465 | $4M | 0.2% | 2026-Q1 |
| BRASADA CAPITAL MANAGEMENT, LP new | 373,486 | $4M | 0.1% | 2026-Q1 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC added | 379,980 | $4M | 0.1% | 2026-Q1 |
| CenterBook Partners LP trimmed | 352,308 | $3M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 337,091 | $3M | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 320,808 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 22,113,571 | $155M | 5.6% | 2025-Q4 stale |
| BAILLIE GIFFORD & CO trimmed | 9,158,876 | $79M | 2.9% | 2025-Q1 stale |
| Conestoga Capital Advisors, LLC added | 8,540,859 | $74M | 2.7% | 2025-Q1 stale |
| Champlain Investment Partners, LLC trimmed | 6,830,310 | $59M | 2.1% | 2025-Q1 stale |
| CIBC WORLD MARKETS CORP added | 6,864,470 | $48M | 1.7% | 2025-Q4 stale |
| DEERFIELD MANAGEMENT COMPANY, L.P. added | 4,447,331 | $34M | 1.2% | 2025-Q3 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 5,907,034 | $34M | 1.2% | 2025-Q3 stale |
| Southpoint Capital Advisors LP trimmed | 5,000,000 | $29M | 1.0% | 2025-Q3 stale |
| Stephens Investment Management Group LLC added | 2,710,850 | $24M | 0.8% | 2025-Q1 stale |
| MACQUARIE GROUP LTD trimmed | 2,542,339 | $20M | 0.7% | 2025-Q3 stale |
| GENEVA CAPITAL MANAGEMENT LLC added | 2,011,415 | $17M | 0.6% | 2025-Q1 stale |
| RIVERBRIDGE PARTNERS LLC trimmed | 1,547,646 | $13M | 0.5% | 2025-Q1 stale |
| SHAPIRO CAPITAL MANAGEMENT LLC trimmed | 1,827,110 | $13M | 0.5% | 2025-Q4 stale |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 1,441,507 | $12M | 0.5% | 2025-Q1 stale |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 1,408,414 | $12M | 0.4% | 2025-Q1 stale |
| JENNISON ASSOCIATES LLC added | 1,663,905 | $12M | 0.4% | 2025-Q2 stale |
| Glenmede Investment Management, LP trimmed | 1,561,790 | $12M | 0.4% | 2025-Q3 stale |
| Select Equity Group, L.P. trimmed | 1,120,196 | $10M | 0.3% | 2025-Q1 stale |
| BANQUE PICTET & CIE SA trimmed | 1,885,650 | $9M | 0.3% | 2025-Q2 stale |
| EMERALD ADVISERS, LLC trimmed | 855,688 | $8M | 0.3% | 2025-Q1 stale |
| Jump Financial, LLC added | 1,189,408 | $7M | 0.2% | 2025-Q3 stale |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 1,240,537 | $6M | 0.2% | 2025-Q2 stale |
| PEREGRINE CAPITAL MANAGEMENT LLC added | 603,528 | $5M | 0.2% | 2025-Q1 stale |
| Tensile Capital Management LP new | 1,015,295 | $5M | 0.2% | 2025-Q2 stale |
| NICHOLAS COMPANY, INC. | 432,098 | $4M | 0.1% | 2025-Q1 stale |
| Bridge City Capital, LLC added | 430,758 | $4M | 0.1% | 2025-Q1 stale |
| Kopp Family Office, LLC trimmed | 463,860 | $4M | 0.1% | 2025-Q3 stale |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 393,773 | $3M | 0.1% | 2025-Q1 stale |
| Bellevue Group AG trimmed | 278,286 | $3M | 0.1% | 2025-Q4 stale |
| Hood River Capital Management LLC trimmed | 341,936 | $3M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.