TruBridge, Inc. - TBRG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Nellore Capital Management LLC | History | Added to | 915,034 | 20,194 | 2.26% | 1.64% | 1 | +168,002 | 22.49% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 758,125 | 16,731 | 0.0% | 0.0% | 2 | -19,636 | -2.52% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 744,705 | 16,435 | 0.0% | 0.0% | 3 | -10,668 | -1.41% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 508,432 | 11,220 | 0.0% | 0.0% | 4 | +37,839 | 8.04% | Q4 2025 | Feb 12, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 437,031 | 9,645 | 1.66% | 1.53% | 5 | +12,022 | 2.83% | Q4 2025 | Feb 13, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Added to | 339,000 | 7,481 | 0.31% | 0.11% | 6 | +216,144 | 175.93% | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 326,876 | 7,214 | 0.01% | 0.01% | 7 | +43,644 | 15.41% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 291,635 | 6,436 | 0.0% | 0.0% | 8 | +2,600 | 0.9% | Q4 2025 | Feb 17, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 277,319 | 6,120 | 0.13% | 0.12% | 9 | +379 | 0.14% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 245,586 | 5,421 | 0.0% | 0.0% | 10 | -10,191 | -3.98% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 165,501 | 3,652 | 0.0% | 0.0% | 11 | +3,020 | 1.86% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 142,640 | 3,148 | 0.0% | 0.0% | 12 | +36,314 | 34.15% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Reduced | 119,834 | 2,644 | 0.0% | 0.0% | 13 | -59,999 | -33.36% | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 108,265 | 2,389 | 0.0% | 0.01% | 14 | -103,798 | -48.95% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 107,125 | 2,364 | 0.0% | 0.0% | 15 | -55 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Forest Hill Capital, LLC | History | No change | 101,308 | 2,235 | 1.14% | 1.2% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 94,524 | 2,086 | 0.03% | 0.03% | 17 | -215 | -0.23% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 93,660 | 2,067 | 0.0% | 0.0% | 18 | -17,971 | -16.1% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 91,397 | 2,017 | 0.0% | 0.0% | 19 | -4,369 | -4.56% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 68,767 | 1,517 | 0.0% | 0.0% | 20 | +6,799 | 10.97% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 62,001 | 1,368 | 0.01% | 0.01% | 21 | -1,260 | -1.99% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 55,243 | 1,219 | 0.0% | 0.0% | 22 | -69,613 | -55.75% | Q4 2025 | Feb 17, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 46,800 | 1,032 | 0.07% | 0.06% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 46,172 | 1,019 | 0.03% | 0.03% | 24 | -474 | -1.02% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 49,824 | 960 | 0.0% | 0.0% | 25 | -7,707 | -13.4% | Q4 2025 | Feb 11, 2026 |
| MARSHALL WACE, LLP | History | New | 42,088 | 928 | 0.0% | — | 26 | +42,088 | New | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 35,058 | 773 | 0.0% | 0.0% | 27 | +10,404 | 42.2% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 33,072 | 729 | 0.0% | 0.0% | 28 | +291 | 0.89% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 32,541 | 718 | 0.0% | 0.0% | 29 | +10,603 | 48.33% | Q4 2025 | Feb 02, 2026 |
| Davidson Kahn Capital Management, LLC | History | Reduced | 32,335 | 713 | 0.37% | 0.37% | 30 | -600 | -1.82% | Q4 2025 | Jan 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 30,966 | 683 | 0.0% | 0.0% | 31 | +1,196 | 4.02% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 29,176 | 643 | 0.0% | 0.0% | 32 | -120,475 | -80.5% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 28,567 | 630 | 0.0% | 0.0% | 33 | -9,083 | -24.12% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 28,210 | 622 | 0.0% | 0.0% | 34 | -8,989 | -24.16% | Q4 2025 | Feb 19, 2026 |
| RBF Capital, LLC | History | Reduced | 25,000 | 551 | 0.02% | 0.02% | 35 | -2,500 | -9.09% | Q4 2025 | Feb 17, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 25,647 | 519 | 0.07% | 0.08% | 36 | +200 | 0.79% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | New | 21,731 | 479 | 0.0% | — | 37 | +21,731 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 20,194 | 445 | 0.0% | 0.0% | 38 | -208 | -1.02% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 16,413 | 362 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 15,570 | 343 | 0.0% | 0.0% | 40 | +1,149 | 7.97% | Q4 2025 | Feb 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 14,172 | 312 | 0.03% | — | 41 | +14,172 | New | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 12,974 | 286 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaQuest LLC | History | Added to | 12,904 | 284 | 0.02% | 0.02% | 43 | +1,340 | 11.59% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 12,600 | 278 | 0.0% | 0.0% | 44 | -83,300 | -86.86% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 12,435 | 274 | 0.0% | 0.0% | 45 | +41 | 0.33% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | New | 11,700 | 258 | 0.0% | — | 47 | +11,700 | New | Q4 2025 | Feb 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 11,733 | 258 | 0.01% | 0.01% | 46 | +900 | 8.31% | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 11,684 | 257 | 0.0% | 0.0% | 48 | -2,559 | -17.97% | Q4 2025 | Feb 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 11,200 | 247 | 0.01% | — | 49 | +11,200 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,927 | 241 | 0.0% | 0.0% | 50 | +4,789 | 78.02% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 9,841 | 217 | 0.0% | 0.0% | 51 | -2,748 | -21.83% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 9,323 | 205 | 0.0% | 0.0% | 52 | -1,118 | -10.71% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | No change | 7,191 | 158 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | No change | 6,111 | 134 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Reduced | 5,413 | 119 | 0.01% | 0.02% | 55 | -5,297 | -49.46% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,079 | 112 | 0.0% | 0.0% | 56 | -42,162 | -89.25% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,739 | 104 | 0.0% | 0.0% | 57 | +31 | 0.66% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,300 | 94 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,592 | 79 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 3,261 | 71 | 0.0% | 0.0% | 60 | -74 | -2.22% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,499 | 55 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | No change | 1,944 | 42 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FIRST HORIZON CORP | History | Reduced | 1,879 | 41 | 0.0% | 0.0% | 63 | -213 | -10.18% | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Reduced | 1,733 | 38 | 0.0% | 0.0% | 64 | -3,586 | -67.42% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 1,064 | 23 | 0.0% | 0.0% | 65 | -45 | -4.06% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,007 | 22 | 0.0% | 0.0% | 67 | -999 | -49.8% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,029 | 22 | 0.0% | 0.0% | 68 | +83 | 8.77% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,020 | 22 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 863 | 19 | 0.0% | 0.0% | 69 | +218 | 33.8% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 615 | 13 | 0.0% | 0.0% | 70 | -9 | -1.44% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 558 | 12 | 0.0% | — | 71 | +550 | 6875.0% | Q4 2025 | Jan 23, 2026 |
| AMALGAMATED BANK | History | Reduced | 314 | 7 | 0.0% | 0.0% | 72 | -27 | -7.92% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 285 | 6 | 0.0% | — | 73 | +285 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 150 | 3 | 0.0% | 0.0% | 74 | -308 | -67.25% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 150 | 3 | 0.0% | — | 75 | +150 | New | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 118 | 2 | 0.0% | 0.0% | 76 | +25 | 26.88% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 67 | 1 | 0.0% | 0.0% | 77 | +13 | 24.07% | Q4 2025 | Feb 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 81 | 1 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Hillsdale Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -168,918 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -136,256 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86,672 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,759 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -25,600 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,577 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -13,527 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,342 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Covestor Ltd | History | Reduced | 16 | 0 | — | 0.0% | — | -398 | -96.14% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 41 | 0 | — | — | — | +41 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 10, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |