Who owns NEXM (NEXM)
Which tracked institutional funds hold NEXM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NEXM 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
The tracked-fund tape on NEXM is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 6 trimmed or exited — on balance reducing.
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
NEXM’s largest tracked holder by dollar value, Condire Management, LP, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NEXM 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 18 tracked filers holding NEXM, 9 increased or opened the position and 6 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 NEXM 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 1
- PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE$796K
Largest trims
- Condire Management, LP$5M
- BANK OF AMERICA CORP /DE/$970K
- Extract Advisors LLC$924K
- Federation des caisses Desjardins du Quebec$650K
- MARSHALL WACE, LLP$387K
- MORGAN STANLEY$271K
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 |
|---|---|---|---|---|
| Condire Management, LP | 3,513,500 | $9M | 50.6% | 2026-Q1 |
| Extract Advisors LLC added | 815,206 | $2M | 11.7% | 2026-Q1 |
| MORGAN STANLEY added | 664,304 | $2M | 9.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 595,122 | $1M | 8.6% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 520,412 | $1M | 7.5% | 2026-Q1 |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE new | 325,000 | $796K | 4.7% | 2026-Q1 |
| VILLERE ST DENIS J & CO LLC | 76,400 | $187K | 1.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 59,857 | $147K | 0.9% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 35,413 | $89K | 0.5% | 2026-Q1 |
| DUMAC, INC. | 43,223 | $78K | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 26,499 | $65K | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 18,651 | $47K | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 3,725 | $9K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA | 2,551 | $6K | 0.0% | 2026-Q1 |
| UBS Group AG added | 2,135 | $5K | 0.0% | 2026-Q1 |
| Caitong International Asset Management Co., Ltd new | 5 | $12 | 0.0% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 2 | $5 | 0.0% | 2026-Q1 |
| DANSKE BANK A/S | 1 | $3 | 0.0% | 2026-Q1 |
| WHITEBOX ADVISORS LLC new | 254,377 | $496K | 2.9% | 2025-Q4 stale |
| Periscope Capital Inc. new | 27,600 | $108K | 0.6% | 2025-Q4 stale |
| FNY Investment Advisers, LLC new | 1,430 | $7K | 0.0% | 2025-Q3 stale |
| Stone House Investment Management, LLC new | 176 | $972 | 0.0% | 2025-Q3 stale |
| Legacy Wealth Managment, LLC/ID | 10 | $40 | 0.0% | 2025-Q4 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.