Nextdecade Corp: which funds bought and sold

Institutions that bought and sold Nextdecade shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 130 institutions that filed 13F reports for both quarters added to or opened positions in Nextdecade, and 81 cut or closed them. Together they sold a net 2.8M shares, −2.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 3.1M shares (−20.3%); index fund managers were net buyers of 1.0M shares (+2.4%). 39 opened a new position and 33 sold out entirely.

Bought, Q2 2026 130 institutions, 39 of them new holders Sold, Q2 2026 81 institutions, 33 of them sold out

Net change, all compared −2.8M shares (−2.5%)

Net change, active managers −3.1M shares (−20.3%), 14 bought, 20 sold

Buyers versus sellers

institutions compared, 239

130 bought 28 81 sold

Active managers and hedge funds 14 bought · 20 sold · −3.1M

Index fund managers 7 bought · 3 sold · +1.0M

Other institutions 109 bought · 58 sold · −749K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Kestra Advisory Services, LLC	+1.5M New position	1.5M	$11M
Jpmorgan Chase & Co	+1.2M +710.4%	1.3M	$10M
Yaupon Capital Management LP Hedge fund	+1.0M New position	1.0M	$7.6M
Blackrock, Inc. Index funds	+857K +3.7%	23.8M	$180M
HRT Financial LP	+850K +678.8%	975K	$7.4M
AQR Capital Management LLC Hedge fund	+732K +869.1%	817K	$6.2M
Freshford Capital Management, LLC	+630K +114.3%	1.2M	$8.9M
Jane Street Group, LLC	+372K New position	372K	$2.8M
Man Group PLC Hedge fund	+314K +449.3%	384K	$2.9M
Morgan Stanley	+254K +38.7%	909K	$6.9M
State Street Corp Index funds	+251K +7.1%	3.8M	$28.6M
Hotchkis & Wiley Capital Management LLC Active manager	+232K +12.2%	2.1M	$16.1M
Geode Capital Management, LLC Index funds	+230K +5.7%	4.3M	$32.1M
Squarepoint Ops LLC Hedge fund	+144K +222.6%	209K	$1.6M
Susquehanna International Group, LLP	+124K +67.1%	308K	$2.3M
Treasurer Of The State Of North Carolina	+102K New position	102K	$773,000
Varcov Co.	+92K +195.6%	138K	$1M
Mariner, LLC	+92K New position	92K	$689,954
Quadrature Capital Ltd Hedge fund	+89K +79.8%	200K	$1.5M
Invesco Ltd.	+89K +101.9%	176K	$1.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Yaupon Capital Management LP Hedge fund	+1.0M New position	1.0M	$7.6M
AQR Capital Management LLC Hedge fund	+732K +869.1%	817K	$6.2M
Man Group PLC Hedge fund	+314K +449.3%	384K	$2.9M
Hotchkis & Wiley Capital Management LLC Active manager	+232K +12.2%	2.1M	$16.1M
Squarepoint Ops LLC Hedge fund	+144K +222.6%	209K	$1.6M
Quadrature Capital Ltd Hedge fund	+89K +79.8%	200K	$1.5M
Schonfeld Strategic Advisors LLC Hedge fund	+71K +106.0%	138K	$1M
Westwood Holdings Group Inc Active manager	+46K +3.4%	1.4M	$10.7M
Price T Rowe Associates Inc Active manager	+28K +16.3%	199K	$1.5M
Zimmer Partners, LP Hedge fund	+16K +7.5%	229K	$1.7M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Citigroup Inc	−1.8M −95.1%	90K	$679,467
Wolf Hill Capital Management, LP Hedge fund	−1.4M −78.7%	375K	$2.8M
Ripple Effect Asset Management LP	−1.3M Sold out	0	—
Tudor Investment Corp Et Al Hedge fund	−1.1M −97.7%	25K	$189,231
Goldman Sachs Group Inc	−851K −69.2%	379K	$2.9M
Balyasny Asset Management L.P. Hedge fund	−613K −24.1%	1.9M	$14.5M
Citadel Advisors LLC Hedge fund	−520K −88.6%	67K	$506,718
Point72 Asset Management, L.P. Hedge fund	−457K Sold out	0	—
Jump Financial, LLC	−399K Sold out	0	—
Neos Investment Management LLC	−384K −15.1%	2.2M	$16.3M
Vanguard Capital Management LLC Index funds	−376K −6.4%	5.5M	$41.7M
Clough Capital Partners L P Hedge fund	−353K Sold out	0	—
Caption Management, LLC	−338K −68.7%	154K	$1.2M
Millennium Management LLC Hedge fund	−300K −11.7%	2.3M	$17M
Aventail Capital Group, LP	−277K Sold out	0	—
Fort Washington Investment Advisors Inc	−274K −42.5%	371K	$2.8M
Limestone Investment Advisors LP	−236K Sold out	0	—
Gsa Capital Partners LLP	−232K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−216K −66.3%	109K	$825,524
Verition Fund Management LLC Hedge fund	−172K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wolf Hill Capital Management, LP Hedge fund	−1.4M −78.7%	375K	$2.8M
Tudor Investment Corp Et Al Hedge fund	−1.1M −97.7%	25K	$189,231
Balyasny Asset Management L.P. Hedge fund	−613K −24.1%	1.9M	$14.5M
Citadel Advisors LLC Hedge fund	−520K −88.6%	67K	$506,718
Point72 Asset Management, L.P. Hedge fund	−457K Sold out	0	—
Clough Capital Partners L P Hedge fund	−353K Sold out	0	—
Millennium Management LLC Hedge fund	−300K −11.7%	2.3M	$17M
Two Sigma Investments, LP Hedge fund	−216K −66.3%	109K	$825,524
Verition Fund Management LLC Hedge fund	−172K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−162K −74.0%	57K	$429,003

New positions

largest by value

Institution	Shares	Value June 30, 2026
Kestra Advisory Services, LLC	1.5M	$11M
Yaupon Capital Management LPHedge fund	1.0M	$7.6M
Jane Street Group, LLC	372K	$2.8M
Treasurer Of The State Of North Carolina	102K	$773,000
Mariner, LLC	92K	$689,954
O'Brien Greene & Co. Inc	88K	$663,279
Aquatic Capital Management LLC	48K	$360,827
Ieq Capital, LLC	43K	$321,528
Connor, Clark & Lunn Investment Management Ltd.	37K	$282,675
Wealth Enhancement Advisory Services, LLC	35K	$281,168

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Ripple Effect Asset Management LP	1.3M	$10.3M
Point72 Asset Management, L.P.Hedge fund	457K	$3.5M
Jump Financial, LLC	399K	$3.1M
Clough Capital Partners L PHedge fund	353K	$2.7M
Aventail Capital Group, LP	277K	$2.1M
Limestone Investment Advisors LP	236K	$1.8M
Gsa Capital Partners LLP	232K	$1.8M
Verition Fund Management LLCHedge fund	172K	$1.3M
Hudson Bay Capital Management LPHedge fund	150K	$1.1M
Virtu Financial LLC	115K	$883,000

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 210
Ten largest holders: 67.2%
Index fund managers: 40.2%
Active managers and hedge funds: 11.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	14	20	1	10	−3.1M	−20.3%
Index fund managers	7	3	0	0	+1.0M	+2.4%
Other institutions	109	58	38	23	−749K	−1.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Nextdecade.

Only managers that filed a holdings report for both quarters are compared (239 here). 9 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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