Nexgen Energy Ltd.: which funds bought and sold

Institutions that bought and sold Nexgen Energy 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, 134 institutions that filed 13F reports for both quarters added to or opened positions in Nexgen Energy, and 118 cut or closed them. Together they added a net 691K shares, +0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 9.8M shares (−14.5%); index fund managers were net buyers of 990K shares (+4.0%). 37 opened a new position and 40 sold out entirely.

Bought, Q2 2026 134 institutions, 37 of them new holders Sold, Q2 2026 118 institutions, 40 of them sold out

Net change, all compared +691K shares (+0.2%)

Net change, active managers −9.8M shares (−14.5%), 14 bought, 19 sold

Buyers versus sellers

institutions compared, 312

134 bought 60 118 sold

Active managers and hedge funds 14 bought · 19 sold · −9.8M

Index fund managers 4 bought · 2 sold · +990K

Other institutions 116 bought · 97 sold · +9.5M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Van Eck Associates Corp	+8.5M +26.9%	39.9M	$374M
Manufacturers Life Insurance Company, The	+2.6M +56.0%	7.3M	$68.3M
Goldman Sachs Group Inc	+1.3M +98.0%	2.6M	$24.5M
Amundi	+937K +45.0%	3.0M	$28.4M
Bank Of America Corp	+799K +121.5%	1.5M	$13.7M
Susquehanna International Group, LLP	+777K +244.4%	1.1M	$10.3M
Ion Fund Management Ltd	+662K +25.3%	3.3M	$30.8M
Ameriprise Financial Inc	+657K +8.1%	8.8M	$82.8M
Mirae Asset Global Etfs Holdings Ltd.	+652K +1.5%	43.4M	$408M
Canada Life Assurance Co	+651K +34.6%	2.5M	$23.8M
Renaissance Technologies LLC Hedge fund	+578K +89.1%	1.2M	$11.5M
Vanguard Capital Management LLC Index funds	+514K +2.9%	17.9M	$168M
Tidal Investments LLC	+513K +166.3%	822K	$7.7M
Defiance Etfs, LLC	+486K +223.7%	704K	$6.7M
Deutsche Bank Ag\	+459K +12.7%	4.1M	$38.3M
Jump Financial, LLC	+387K +2084.4%	405K	$3.8M
Rokos Capital Management LLP Hedge fund	+363K New position	363K	$3.4M
Bank Of New York Mellon Corp	+358K +8.4%	4.6M	$43.4M
Temasek Holdings (Private) Ltd	+341K +14.0%	2.8M	$26.1M
Bank Of Montreal	+332K +8.6%	4.2M	$39.4M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	+578K +89.1%	1.2M	$11.5M
Rokos Capital Management LLP Hedge fund	+363K New position	363K	$3.4M
Two Sigma Investments, LP Hedge fund	+286K +38.2%	1.0M	$9.7M
Squarepoint Ops LLC Hedge fund	+150K New position	150K	$1.4M
Graham Capital Management, L.P. Hedge fund	+44K New position	44K	$416,062
Quantbot Technologies LP Hedge fund	+41K +60.4%	109K	$1M
Grantham, Mayo, Van Otterloo & Co. LLC Active manager	+38K +0.5%	7.6M	$71.3M
Centiva Capital, LP Hedge fund	+35K +240.4%	49K	$464,326
Exoduspoint Capital Management, LP Hedge fund	+35K New position	35K	$327,054
Alpha Wave Global, LP Hedge fund	+13K +9.2%	149K	$1.4M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−3.1M −64.4%	1.7M	$15.9M
Driehaus Capital Management LLC Active manager	−2.1M −56.6%	1.6M	$15.4M
Millennium Management LLC Hedge fund	−2.1M −37.6%	3.5M	$33M
BNP Paribas Financial Markets	−1.6M −96.9%	52K	$489,491
Connor, Clark & Lunn Investment Management Ltd.	−1.6M −67.6%	777K	$7.3M
Macquarie Group Ltd	−1.2M −99.2%	9,741	$91,468
Lloyd Harbor Capital Management, LLC	−1.2M Sold out	0	—
Invesco Ltd.	−1.2M −98.4%	19K	$174,767
Jane Street Group, LLC	−998K −98.7%	13K	$123,732
Wellington Management Group LLP Active manager	−992K −67.4%	480K	$4.5M
Man Group PLC Hedge fund	−904K −76.7%	275K	$2.6M
BNP Paribas Asset Management Holding S.A.	−901K −18.8%	3.9M	$36.6M
CIBC Asset Management Inc	−849K −25.4%	2.5M	$23.4M
Nokomis Capital, L.L.C.	−596K −45.9%	701K	$6.6M
Quadrature Capital Ltd Hedge fund	−517K −85.3%	89K	$839,827
American Century Companies Inc Active manager	−447K −91.0%	44K	$415,064
Alliancebernstein L.P. Active manager	−358K −15.2%	2.0M	$23.1M
Informed Momentum Co LLC	−315K Sold out	0	—
Ardsley Advisory Partners LP	−300K Sold out	0	—
Bw Gestao De Investimentos Ltda.	−300K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	−3.1M −64.4%	1.7M	$15.9M
Driehaus Capital Management LLC Active manager	−2.1M −56.6%	1.6M	$15.4M
Millennium Management LLC Hedge fund	−2.1M −37.6%	3.5M	$33M
Wellington Management Group LLP Active manager	−992K −67.4%	480K	$4.5M
Man Group PLC Hedge fund	−904K −76.7%	275K	$2.6M
Quadrature Capital Ltd Hedge fund	−517K −85.3%	89K	$839,827
American Century Companies Inc Active manager	−447K −91.0%	44K	$415,064
Alliancebernstein L.P. Active manager	−358K −15.2%	2.0M	$23.1M
L1 Capital Pty Ltd Active manager	−229K −0.6%	35.0M	$329M
Citadel Advisors LLC Hedge fund	−197K −26.9%	535K	$5M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Rokos Capital Management LLPHedge fund	363K	$3.4M
HRT Financial LP	223K	$2.1M
Parallax Volatility Advisers, L.P.	216K	$2M
Orion Resource Partners LP	188K	$1.8M
Squarepoint Ops LLCHedge fund	150K	$1.4M
Xtx Topco Ltd	112K	$1M
Himension Capital (Singapore) Pte. Ltd.	97K	$911,647
Simplex Trading, LLC	82K	$774,365
Dynamic Technology Lab Private Ltd	67K	$628,000
Caption Management, LLC	63K	$588,800

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Lloyd Harbor Capital Management, LLC	1.2M	$14.4M
Informed Momentum Co LLC	315K	$3.6M
Ardsley Advisory Partners LP	300K	$3.5M
Bw Gestao De Investimentos Ltda.	300K	$3.5M
Mirabella Financial Services LLP	275K	$3.2M
Global IMC LLC	264K	$3.1M
Aquatic Capital Management LLC	232K	$2.7M
Arp Global Capital Ltd	230K	$2.7M
Old Mission Capital LLC	126K	$1.5M
Connective Portfolio Management, LLC	93K	$1.1M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 274
Ten largest holders: 60.7%
Index fund managers: 7.7%
Active managers and hedge funds: 17.4%

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	19	4	2	−9.8M	−14.5%
Index fund managers	4	2	0	0	+990K	+4.0%
Other institutions	116	97	33	38	+9.5M	+4.1%

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 Nexgen Energy.

Only managers that filed a holdings report for both quarters are compared (312 here). 10 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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