Who owns TruBridge, Inc. (TBRG)
Which tracked institutional funds hold TBRG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TBRG company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-22). 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 TBRG is one-sided between 2025-Q4 and 2026-Q1: 6 added or opened and 31 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
TBRG’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 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes TBRG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TBRG 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 94 tracked filers holding TBRG, 51 increased or opened the position and 46 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 TBRG 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 6
- VANGUARD CAPITAL MANAGEMENT LLC$8M
- VANGUARD PORTFOLIO MANAGEMENT LLC$1M
- VANGUARD FIDUCIARY TRUST CO$1M
- LAZARD ASSET MANAGEMENT LLC$761K
- Creative Planning$729K
- JANE STREET GROUP, LLC$543K
Full exits 7
- VANGUARD GROUP INC$16M
- ACADIAN ASSET MANAGEMENT LLC$2M
- Forest Hill Capital, LLC$2M
- SageView Advisory Group, LLC$1M
- PRINCIPAL FINANCIAL GROUP INC$718K
- Davidson Kahn Capital Management, LLC$714K
Largest trims
- PARADIGM CAPITAL MANAGEMENT INC/NY$7M
- BlackRock, Inc.$6M
- Nellore Capital Management LLC$6M
- MARTIN & CO INC /TN/$3M
- DIMENSIONAL FUND ADVISORS LP$3M
- FEDERATED HERMES, INC.$3M
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 |
|---|---|---|---|---|
| Nellore Capital Management LLC added | 988,446 | $14M | 9.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 732,871 | $11M | 7.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 577,375 | $8M | 5.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 562,849 | $8M | 5.6% | 2026-Q1 |
| MARTIN & CO INC /TN/ added | 448,650 | $7M | 4.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 295,475 | $4M | 2.9% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 292,414 | $4M | 2.9% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 283,839 | $4M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 250,968 | $4M | 2.5% | 2026-Q1 |
| STATE STREET CORP added | 195,218 | $3M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 158,467 | $2M | 1.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 107,047 | $2M | 1.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 100,756 | $1M | 1.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 95,797 | $1M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 95,381 | $1M | 0.9% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 94,472 | $1M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 90,765 | $1M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 76,566 | $1M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 60,448 | $885K | 0.6% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 56,110 | $821K | 0.6% | 2026-Q1 |
| UBS Group AG added | 52,150 | $763K | 0.5% | 2026-Q1 |
| PARADIGM CAPITAL MANAGEMENT INC/NY trimmed | 52,062 | $762K | 0.5% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 51,977 | $761K | 0.5% | 2026-Q1 |
| Creative Planning new | 49,789 | $729K | 0.5% | 2026-Q1 |
| TRUSTMARK BANK TRUST DEPARTMENT | 46,800 | $685K | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 44,182 | $647K | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 43,422 | $636K | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 37,122 | $543K | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 34,862 | $510K | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 32,457 | $475K | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 30,764 | $450K | 0.3% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 30,531 | $447K | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 27,647 | $405K | 0.3% | 2026-Q1 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 25,647 | $375K | 0.3% | 2026-Q1 |
| RBF Capital, LLC | 25,000 | $366K | 0.2% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 24,200 | $354K | 0.2% | 2026-Q1 |
| EntryPoint Capital, LLC new | 23,527 | $344K | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 19,766 | $289K | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 16,413 | $240K | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 15,231 | $223K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 14,794 | $217K | 0.1% | 2026-Q1 |
| Nuveen, LLC | 12,974 | $190K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 12,962 | $189K | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 12,470 | $183K | 0.1% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 12,135 | $178K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 11,930 | $175K | 0.1% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 11,100 | $163K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 744,705 | $16M | 11.1% | 2025-Q4 stale |
| Hillsdale Investment Management Inc. trimmed | 168,918 | $3M | 2.3% | 2025-Q3 stale |
| RICE HALL JAMES & ASSOCIATES, LLC trimmed | 89,889 | $2M | 1.7% | 2025-Q1 stale |
| TUDOR INVESTMENT CORP ET AL added | 89,651 | $2M | 1.7% | 2025-Q1 stale |
| ACADIAN ASSET MANAGEMENT LLC trimmed | 108,265 | $2M | 1.6% | 2025-Q4 stale |
| Forest Hill Capital, LLC | 101,308 | $2M | 1.5% | 2025-Q4 stale |
| CONNORS INVESTOR SERVICES INC trimmed | 67,294 | $2M | 1.2% | 2025-Q1 stale |
| Squarepoint Ops LLC added | 86,672 | $2M | 1.2% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 54,109 | $1M | 1.0% | 2025-Q1 stale |
| Trexquant Investment LP added | 53,944 | $1M | 1.0% | 2025-Q1 stale |
| Campbell & CO Investment Adviser LLC added | 51,417 | $1M | 1.0% | 2025-Q1 stale |
| OMERS ADMINISTRATION Corp added | 49,500 | $1M | 0.9% | 2025-Q1 stale |
| SageView Advisory Group, LLC trimmed | 46,172 | $1M | 0.7% | 2025-Q4 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 30,408 | $837K | 0.6% | 2025-Q1 stale |
| Qube Research & Technologies Ltd trimmed | 33,517 | $785K | 0.5% | 2025-Q2 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 32,541 | $718K | 0.5% | 2025-Q4 stale |
| Davidson Kahn Capital Management, LLC trimmed | 32,335 | $714K | 0.5% | 2025-Q4 stale |
| WINTON GROUP Ltd trimmed | 30,132 | $706K | 0.5% | 2025-Q2 stale |
| Semanteon Capital Management, LP new | 25,301 | $696K | 0.5% | 2025-Q1 stale |
| RAYMOND JAMES FINANCIAL INC added | 29,593 | $693K | 0.5% | 2025-Q2 stale |
| Schonfeld Strategic Advisors LLC trimmed | 24,027 | $661K | 0.4% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 29,176 | $644K | 0.4% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 21,399 | $589K | 0.4% | 2025-Q1 stale |
| STRS OHIO added | 25,600 | $516K | 0.3% | 2025-Q3 stale |
| Jain Global LLC new | 17,242 | $474K | 0.3% | 2025-Q1 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 18,479 | $433K | 0.3% | 2025-Q2 stale |
| Virtu Financial LLC new | 13,933 | $383K | 0.3% | 2025-Q1 stale |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 13,457 | $370K | 0.2% | 2025-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 12,351 | $340K | 0.2% | 2025-Q1 stale |
| MANGROVE PARTNERS IM, LLC new | 14,172 | $313K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,107 | $307K | 0.2% | 2025-Q2 stale |
| Quantessence Capital LLC new | 10,974 | $302K | 0.2% | 2025-Q1 stale |
| Quadrature Capital Ltd trimmed | 12,304 | $288K | 0.2% | 2025-Q2 stale |
| AlphaQuest LLC added | 12,904 | $285K | 0.2% | 2025-Q4 stale |
| Point72 Asia (Singapore) Pte. Ltd. trimmed | 10,223 | $281K | 0.2% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP trimmed | 12,600 | $278K | 0.2% | 2025-Q4 stale |
| Dynamic Technology Lab Private Ltd trimmed | 13,527 | $273K | 0.2% | 2025-Q3 stale |
| Jump Financial, LLC trimmed | 11,510 | $270K | 0.2% | 2025-Q2 stale |
| Point72 Asset Management, L.P. trimmed | 9,698 | $267K | 0.2% | 2025-Q1 stale |
| Verition Fund Management LLC trimmed | 11,700 | $258K | 0.2% | 2025-Q4 stale |
| Jefferies Financial Group Inc. new | 9,306 | $256K | 0.2% | 2025-Q1 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP trimmed | 8,952 | $252K | 0.2% | 2025-Q1 stale |
| LMR Partners LLP new | 8,977 | $247K | 0.2% | 2025-Q1 stale |
| Kingsview Wealth Management, LLC new | 8,711 | $240K | 0.2% | 2025-Q1 stale |
| Quantbot Technologies LP trimmed | 10,068 | $236K | 0.2% | 2025-Q2 stale |
| Hyperion Capital Advisors LP | 10,000 | $234K | 0.2% | 2025-Q2 stale |
| Truffle Hound Capital, LLC trimmed | 10,000 | $234K | 0.2% | 2025-Q2 stale |
| Adams Wealth Management trimmed | 8,400 | $231K | 0.2% | 2025-Q1 stale |
| CacheTech Inc. trimmed | 8,400 | $231K | 0.2% | 2025-Q1 stale |
| Centiva Capital, LP trimmed | 8,018 | $221K | 0.1% | 2025-Q1 stale |
| Williams & Novak, LLC trimmed | 7,847 | $213K | 0.1% | 2025-Q1 stale |
| Y-Intercept (Hong Kong) Ltd trimmed | 10,342 | $209K | 0.1% | 2025-Q3 stale |
| Integrated Quantitative Investments LLC new | 8,600 | $201K | 0.1% | 2025-Q2 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.