TruBridge, Inc. - TBRG
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 744,705 | 16,435 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Nellore Capital Management LLC | History | Added to | 988,446 | 14,470 | 1.85% | 2.26% | 2 | +73,412 | 8.02% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 732,871 | 10,729 | 0.0% | 0.0% | 3 | -25,254 | -3.33% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 577,375 | 8,452 | 0.0% | — | 4 | +577,375 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 562,849 | 8,239 | 0.0% | 0.0% | 5 | +54,417 | 10.7% | Q1 2026 | May 07, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 448,650 | 6,568 | 1.12% | 1.66% | 6 | +11,619 | 2.66% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 295,475 | 4,325 | 0.0% | 0.0% | 7 | +3,840 | 1.32% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 292,414 | 4,280 | 0.01% | 0.01% | 8 | -34,462 | -10.54% | Q1 2026 | May 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 283,839 | 4,155 | 0.09% | 0.13% | 9 | +6,520 | 2.35% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 250,968 | 3,675 | 0.0% | 0.0% | 10 | +5,382 | 2.19% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 195,218 | 2,857 | 0.0% | 0.0% | 11 | +29,717 | 17.96% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 158,467 | 2,319 | 0.0% | 0.0% | 12 | +15,827 | 11.1% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 107,047 | 1,567 | 0.0% | 0.0% | 13 | -12,787 | -10.67% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 101,262 | 1,482 | 0.0% | 0.0% | 14 | +32,495 | 47.25% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 95,797 | 1,402 | 0.0% | — | 15 | +95,797 | New | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 95,381 | 1,396 | 0.0% | 0.0% | 16 | -11,744 | -10.96% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 90,765 | 1,328 | 0.0% | 0.0% | 17 | -632 | -0.69% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 76,566 | 1,120 | 0.0% | — | 18 | +76,566 | New | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 46,172 | 1,019 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 60,448 | 884 | 0.0% | 0.01% | 20 | -1,553 | -2.5% | Q1 2026 | Apr 30, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 56,110 | 821 | 0.0% | 0.0% | 21 | -37,550 | -40.09% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 52,150 | 763 | 0.0% | 0.0% | 22 | +19,078 | 57.69% | Q1 2026 | May 05, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Reduced | 52,062 | 762 | 0.03% | 0.31% | 23 | -286,938 | -84.64% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 51,977 | 760 | 0.0% | — | 24 | +51,977 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 49,789 | 728 | 0.0% | — | 25 | +49,789 | New | Q1 2026 | May 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 46,800 | 685 | 0.04% | 0.07% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 44,182 | 646 | 0.0% | 0.0% | 27 | +2,094 | 4.98% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 43,422 | 635 | 0.0% | 0.0% | 28 | +21,691 | 99.82% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 37,122 | 543 | 0.0% | — | 29 | +37,122 | New | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 34,862 | 510 | 0.0% | 0.0% | 30 | -196 | -0.56% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 32,457 | 475 | 0.0% | 0.0% | 31 | +3,890 | 13.62% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 30,764 | 450 | 0.0% | 0.0% | 32 | -202 | -0.65% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 30,531 | 446 | 0.0% | — | 33 | +30,531 | New | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 27,647 | 404 | 0.0% | 0.0% | 34 | -563 | -2.0% | Q1 2026 | May 12, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 25,647 | 375 | 0.06% | 0.07% | 35 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RBF Capital, LLC | History | No change | 25,000 | 366 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 24,200 | 354 | 0.01% | 0.01% | 37 | +13,000 | 116.07% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | New | 23,527 | 344 | 0.1% | — | 38 | +23,527 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 19,766 | 289 | 0.0% | 0.0% | 39 | -35,477 | -64.22% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 12,904 | 284 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 12,600 | 278 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 16,413 | 240 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 15,231 | 222 | 0.0% | 0.0% | 43 | +5,390 | 54.77% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 14,794 | 216 | 0.0% | — | 44 | +14,794 | New | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 12,962 | 189 | 0.0% | — | 46 | +12,962 | New | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | No change | 12,974 | 189 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Engineers Gate Manager LP | History | New | 12,470 | 182 | 0.0% | — | 47 | +12,470 | New | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 12,135 | 177 | 0.0% | 0.01% | 48 | +402 | 3.43% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 11,930 | 174 | 0.0% | 0.0% | 49 | +246 | 2.11% | Q1 2026 | May 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 11,100 | 162 | 0.01% | — | 50 | +11,100 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,055 | 161 | 0.0% | 0.0% | 51 | -9,139 | -45.26% | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | New | 10,226 | 149 | 0.08% | — | 52 | +10,226 | New | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 9,606 | 140 | 0.0% | 0.0% | 53 | +2,415 | 33.58% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,908 | 115 | 0.0% | 0.0% | 54 | -4,527 | -36.41% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,985 | 87 | 0.0% | 0.0% | 55 | +4,978 | 494.34% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | New | 5,033 | 74 | 0.0% | — | 56 | +5,033 | New | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,403 | 64 | 0.0% | 0.0% | 57 | -336 | -7.09% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,300 | 62 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,706 | 54 | 0.0% | — | 59 | +3,706 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,843 | 53 | 0.0% | 0.0% | 60 | -1,236 | -24.34% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,592 | 53 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,412 | 49 | 0.0% | 0.0% | 62 | -7,515 | -68.77% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,052 | 44 | 0.0% | 0.0% | 63 | -6,271 | -67.26% | Q1 2026 | May 12, 2026 |
| GAMMA Investing LLC | History | Added to | 2,477 | 36 | 0.0% | 0.0% | 64 | +533 | 27.42% | Q1 2026 | Apr 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,499 | 36 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIRST HORIZON CORP | History | No change | 1,879 | 27 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Reduced | 1,781 | 26 | 0.0% | 0.0% | 67 | -13,789 | -88.56% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,221 | 17 | 0.0% | 0.0% | 68 | +192 | 18.66% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 996 | 14 | 0.0% | 0.0% | 69 | -737 | -42.53% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,020 | 14 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 905 | 13 | 0.0% | 0.0% | 71 | -159 | -14.94% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 863 | 12 | 0.0% | 0.0% | 73 | +713 | 475.33% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 885 | 12 | 0.0% | 0.0% | 72 | +22 | 2.55% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 513 | 8 | 0.0% | 0.0% | 74 | -45 | -8.06% | Q1 2026 | Apr 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 541 | 7 | 0.0% | 0.0% | 75 | -74 | -12.03% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 150 | 2 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 118 | 2 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 100 | 1 | 0.0% | 0.0% | 78 | -49,724 | -99.8% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 85 | 1 | 0.0% | — | 79 | +85 | New | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | New | 73 | 1 | 0.0% | — | 80 | +73 | New | Q1 2026 | May 21, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108,265 | -100.0% | Q1 2026 | May 13, 2026 |
| Forest Hill Capital, LLC | History | Closed out | 0 | 0 | — | 1.14% | — | -101,308 | -100.0% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -94,524 | -100.0% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,541 | -100.0% | Q1 2026 | May 04, 2026 |
| Davidson Kahn Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -32,335 | -100.0% | Q1 2026 | Apr 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,176 | -100.0% | Q1 2026 | May 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,172 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,700 | -100.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,111 | -100.0% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -5,413 | -100.0% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,261 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -314 | -100.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 14 | 0 | — | 0.0% | — | -271 | -95.09% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | New | 54 | 0 | — | — | — | +54 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 26 | 0 | — | — | — | +10 | 62.5% | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2 | 0 | — | — | — | -3 | -60.0% | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| JPL Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |