Nextgen Healthcare Inc (NXGN) Ownership

23.94 ↑0.00 (0.00%)

As of November 8, 2023, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Nextgen Healthcare Inc (NXGN), owning a total of 8.8 million shares. Combined, the top 37 institutional holders of NXGN own 75.43% of the company with a total of 50.6 million shares.

In the latest ownership report on September 30th 2023, the top 37 institutional holders increased their combined ownership of NXGN by 6.3 million shares. 14 institutions bought 7,968,848 total additional shares and increased their ownership by an average of 107.97%. However 8 institutions sold 1,639,771 total shares and decreased their ownership by an average of 12.31%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Nextgen Healthcare increased by a net total of 6,329,077 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.078%	-5.940%	8,774,574	-554,115	2023-09-30
Vanguard Group Inc	10.398%	12.469%	6,976,720	773,465	2023-09-30
Dimensional Fund Advisors, Inc.	3.808%	1.623%	2,555,135	40,816	2023-09-30
State Street Corporation	3.092%	1.021%	2,074,775	20,970	2023-09-30
Morgan Stanley - Brokerage Accounts	2.311%	125.910%	1,550,262	864,031	2023-09-30
William Blair Investment Management, LLC	2.027%	-30.748%	1,360,317	-603,992	2023-09-30
Glazer Capital, LLC	1.764%	0.000%	1,183,814	1,183,814	2023-09-30
Geode Capital Management, LLC	1.747%	4.713%	1,172,140	52,755	2023-09-30
Woodline Partners LP	1.498%	0.000%	1,005,000	1,005,000	2023-09-30
Water Island Capital LLC	1.262%	0.000%	846,680	846,680	2023-09-30
Magnetar Financial LLC	1.209%	0.000%	811,027	811,027	2023-09-30
Kennedy Capital Management Inc	1.173%	-16.246%	786,907	-152,639	2023-09-30
Goldman Sachs Group Inc	1.166%	165.479%	782,061	487,476	2023-09-30
First Trust Capital Management L.P.	1.124%	0.000%	753,818	753,818	2023-09-30
Northern Trust Corp	1.118%	1.324%	750,192	9,800	2023-09-30
Nuveen Asset Management, LLC	1.089%	-2.240%	730,459	-16,733	2023-09-30
Paradigm Capital Management, Inc.	1.081%	-6.194%	725,400	-47,900	2023-09-30
Bank of America Corp	0.985%	616.468%	661,049	568,784	2023-09-30
Balyasny Asset Management LLC	0.961%	582.638%	644,881	550,412	2023-09-30
Charles Schwab Investment Management Inc	0.940%	-15.471%	630,387	-115,373	2023-09-30
Segall Bryant & Hamill	0.933%	-15.544%	626,270	-115,261	2023-09-30
Mutual Of America Capital Management LLC	0.775%	-6.098%	519,875	-33,758	2023-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.078%	-5.940%	8,774,574	-554,115	2023-09-30
Vanguard Group Inc	10.398%	12.469%	6,976,720	773,465	2023-09-30
Dimensional Fund Advisors, Inc.	3.808%	1.623%	2,555,135	40,816	2023-09-30
State Street Corporation	3.092%	1.021%	2,074,775	20,970	2023-09-30
JPMorgan Chase & Co	2.674%	-3.603%	1,765,392	-65,992	2022-09-30
Capital Research Global Investors	2.623%	0.000%	1,760,000	0	2023-06-30
Morgan Stanley - Brokerage Accounts	2.311%	125.910%	1,550,262	864,031	2023-09-30
William Blair Investment Management, LLC	2.027%	-30.748%	1,360,317	-603,992	2023-09-30
Wellington Management Company LLP	1.802%	22.851%	1,209,244	224,930	2023-06-30
Glazer Capital, LLC	1.764%	0.000%	1,183,814	1,183,814	2023-09-30
Geode Capital Management, LLC	1.747%	4.713%	1,172,140	52,755	2023-09-30
Alyeska Investment Group, L.P.	1.728%	0.000%	1,159,263	0	2023-06-30
325 Capital LLC	1.706%	0.000%	1,144,502	0	2023-06-30
Woodline Partners LP	1.498%	0.000%	1,005,000	1,005,000	2023-09-30
Millennium Management LLC	1.390%	-37.578%	932,362	-561,283	2023-06-30
Brown Capital Management, LLC	1.411%	-35.268%	931,390	-507,441	2022-12-31
Fort Washington Investment Advisors Inc	1.362%	-5.630%	913,798	-54,520	2023-06-30
Water Island Capital LLC	1.262%	0.000%	846,680	846,680	2023-09-30
Magnetar Financial LLC	1.209%	0.000%	811,027	811,027	2023-09-30
Acadian Asset Management LLC	1.198%	-27.450%	803,085	-303,857	2023-03-31
Kennedy Capital Management Inc	1.173%	-16.246%	786,907	-152,639	2023-09-30
Goldman Sachs Group Inc	1.166%	165.479%	782,061	487,476	2023-09-30
First Trust Capital Management L.P.	1.124%	0.000%	753,818	753,818	2023-09-30
Northern Trust Corp	1.118%	1.324%	750,192	9,800	2023-09-30
Nuveen Asset Management, LLC	1.089%	-2.240%	730,459	-16,733	2023-09-30
Paradigm Capital Management, Inc.	1.081%	-6.194%	725,400	-47,900	2023-09-30
Assenagon Asset Management SA	1.058%	33.889%	709,825	179,666	2023-06-30
Amvescap Plc.	1.055%	7.541%	696,163	48,815	2022-12-31
Lazard Asset Management LLC	1.039%	-8.625%	696,054	-65,703	2023-03-31
Point72 Asset Management, L.P.	1.002%	229.913%	672,050	468,345	2023-06-30
Bank of America Corp	0.985%	616.468%	661,049	568,784	2023-09-30
Smith Graham & Co Inv Adv, L.P.**	0.974%	-0.315%	652,972	-2,062	2023-03-31
Balyasny Asset Management LLC	0.961%	582.638%	644,881	550,412	2023-09-30
Charles Schwab Investment Management Inc	0.940%	-15.471%	630,387	-115,373	2023-09-30
Segall Bryant & Hamill	0.933%	-15.544%	626,270	-115,261	2023-09-30
Jacobs Levy Equity Management, Inc.	0.869%	9.886%	587,136	52,821	2022-06-30
Mutual Of America Capital Management LLC	0.775%	-6.098%	519,875	-33,758	2023-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Nextgen Healthcare Inc (NXGN), owning a total of 3.6 million shares. Combined, the top 32 mutual fund holders of NXGN own 38.28% of the company with a total of 25.7 million shares.

In the latest ownership report on October 31st 2023, the top 32 fund holders increased their combined ownership of NXGN by 20 thousand shares. 5 funds bought 29,981 total additional shares and increased their ownership by an average of 0.58%. However 3 funds sold 10,350 total shares and decreased their ownership by an average of 0.31%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Nextgen Healthcare increased by a net total of 19,631 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.416%	-0.093%	3,634,214	-3,399	2023-10-31
Vanguard Total Stock Mkt Idx Inv	3.048%	0.202%	2,045,060	4,121	2023-10-31
Vanguard Small Cap Index	2.448%	0.048%	1,642,363	792	2023-10-31
iShares Russell 2000 ETF	1.885%	1.005%	1,264,557	12,586	2023-10-31
Vanguard Small Cap Value Index Inv	1.705%	-0.388%	1,143,885	-4,455	2023-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.149%	1.618%	771,060	12,278	2023-10-31
iShares S&P Small-Cap 600 Growth ETF	0.818%	-0.453%	548,505	-2,496	2023-10-31
Vanguard Tax-Managed Small Cap Adm	0.668%	0.000%	448,227	0	2023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.653%	0.047%	438,191	204	2023-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.453%	0.000%	304,095	0	2023-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	5.416%	-0.093%	3,634,214	-3,399	2023-10-31
Vanguard Total Stock Mkt Idx Inv	3.048%	0.202%	2,045,060	4,121	2023-10-31
American Funds SMALLCAP World A	2.623%	0.000%	1,760,000	0	2023-06-30
Vanguard Small Cap Index	2.448%	0.048%	1,642,363	792	2023-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.409%	-0.122%	1,616,270	-1,976	2023-03-31
iShares Russell 2000 ETF	1.885%	1.005%	1,264,557	12,586	2023-10-31
Vanguard Small Cap Value Index Inv	1.705%	-0.388%	1,143,885	-4,455	2023-10-31
Fort Washington Small Company Equity	1.358%	-5.631%	911,348	-54,380	2023-06-30
iShares S&P Small-Cap 600 Value ETF	1.174%	0.083%	793,822	654	2022-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.149%	1.618%	771,060	12,278	2023-10-31
Touchstone Small Company A	1.115%	-5.449%	747,947	-43,100	2023-06-30
Vanguard Extended Market Index Investor	1.114%	-0.019%	746,700	-140	2023-08-31
First Trust Merger Arbitrage Cl I	0.995%	0.000%	667,649	667,649	2023-09-30
apo Digital Health Aktien Fonds I	0.907%	0.000%	608,995	0	2023-08-31
iShares S&P Small-Cap 600 Growth ETF	0.818%	-0.453%	548,505	-2,496	2023-10-31
William Blair Small Cap Value I	0.798%	-25.309%	535,508	-181,452	2023-09-30
Fidelity® Small Cap Index	0.741%	2.088%	497,104	10,169	2023-08-31
Brown Capital Mgmt Small Co Inv	0.695%	-45.729%	458,896	-386,660	2022-12-31
DFA US Micro Cap I	0.684%	0.000%	458,872	0	2023-09-30
SPDR® S&P 600 Small Cap Value ETF	0.676%	0.000%	457,098	0	2022-11-30
DFA US Targeted Value I	0.674%	0.000%	452,222	0	2023-09-30
Vanguard Tax-Managed Small Cap Adm	0.668%	0.000%	448,227	0	2023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.653%	0.047%	438,191	204	2023-10-31
Lazard Global Small Cap Equity	0.626%	2.657%	413,302	10,697	2023-03-31
Desjardins Global Small Cap Equity A	0.604%	-4.670%	398,697	-19,531	2023-05-31
TIAA-CREF Quant Small-Cap Equity Instl	0.522%	0.000%	350,130	0	2023-09-30
Kennedy Small Cap Value	0.510%	-17.644%	341,925	-73,256	2023-09-30
DFA US Small Cap I	0.493%	-19.536%	330,995	-80,365	2023-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.453%	0.000%	304,095	0	2023-10-31
MoA Small Cap Value Fund	0.447%	2.207%	299,711	6,472	2023-06-30
Mutual of America Small Cap Value	0.447%	2.207%	299,711	6,472	2023-06-30
Fidelity® Extended Market Index	0.421%	2.987%	282,459	8,193	2023-09-30