Nebius Group N.V.
NBIS- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001513845
In the last 90 days, Nebius Group N.V. insiders filed 6 open-market purchases and 14 sales; 1,072 institutions reported holding it in 13F filings for Q2 2026, worth $42.9B in total; superinvestors Lone Pine Capital and Soros Fund Management hold it.
Key figures
- Market capNo recent share count in SEC filings
- –
- Insider buysLast 90 days, $330.4K in total
- 6
- Insider sellsLast 90 days, $162.8M in total
- 14
- 13F holdersQ2 2026, +344 vs. previous quarter
- 1,072
- 13F valueReported value at the end of Q2 2026
- $42.9B
- Superinvestors holdingAt the end of Q2 2026
- 2
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $529.8M
- +350.9% year over year
- Net income, FY2025
- $82.5M
- No comparable prior period
- Free cash flow, FY2025
- -$3.68B
- No comparable prior period
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net income for FY2025: $82.5M (15.6% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 50.9M
- Shares sold short
- Change
- +3.30M
- +6.9% vs. previous
- Days to cover
- 2.22
- At average daily volume
Superinvestors holding NBIS, Q2 2026
Go to the superinvestors tab2 superinvestors report holding Nebius Group N.V. on Form 13F. Percentages are the stock's share of each portfolio.
Lone Pine Capital
Stephen Mandel
7.2%
Nebius Group N.V.'s share of the portfolio
- Shares
- 4,258,008
- Value
- $1.18B
Soros Fund Management
George Soros
1.1%
Nebius Group N.V.'s share of the portfolio
- Shares
- 310,000
- Value
- $85.6M
Latest insider trades
See all insider tradesOpen-market purchases and sales by Nebius Group N.V. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 2, 2026 (view filing)6:49 AM ET | Oct 29 | 4 days | Boynton John Wilson IVDirector | SSaleClass A Shares | −333 | $173.07 | −$57.6K | −0.1%403.2K after | 10b5-1 |
| Oct 30, 2026 (view filing)6:06 PM ET | Oct 29 | 1 day | Grimme ArneDirector | PPurchaseClass A Shares | +148 | $169.42 | +$25.1K | +1.9%7.90K after | 10b5-1 |
| Oct 29, 2026 (view filing)9:06 AM ET | Oct 27-28 | 2 days | Grimme ArneDirector | PPurchaseClass A Shares | +353 | $163.57 | +$57.7K | +4.8%7.75K after | 2 lots10b5-1 |
| Oct 26, 2026 (view filing)5:04 PM ET | Oct 22-26 | 4 days | Grimme ArneDirector | PPurchaseClass A Shares | +770 | $159.01 | +$122.4K | +11.6%7.40K after | 3 lots10b5-1 |
| Oct 21, 2026 (view filing)4:12 PM ET | Oct 20-21 | 1 day | Grimme ArneDirector | PPurchaseClass A Shares | +299 | $166.26 | +$49.7K | +4.7%6.63K after | 2 lots10b5-1 |
| Oct 20, 2026 (view filing)6:35 AM ET | Oct 19 | 1 day | Grimme ArneDirector | PPurchaseClass A Shares | +148 | $169.99 | +$25.2K | +2.4%6.33K after | 10b5-1 |
| Oct 19, 2026 (view filing)7:02 AM ET | Oct 15 | 4 days | Boynton John Wilson IVDirector | SSaleClass A Shares | −7.26K | $177.63 | −$1.29M | −1.8%403.5K after | 19 lots10b5-1 |
| Oct 16, 2026 (view filing)4:05 PM ET | Oct 15-16 | 1 day | Grimme ArneDirector | PPurchaseClass A Shares | +296 | $169.99 | +$50.3K | +5.0%6.18K after | 2 lots10b5-1 |
| Oct 13, 2026 (view filing)4:06 PM ET | Oct 12 | 1 day | Boroditsky MarcChief Revenue Officer | SSaleClass A Shares | −7.00K | $211.23 | −$1.48M | −100.0%0 after | 10b5-1 |
| Oct 6, 2026 (view filing)4:17 PM ET | Oct 5 | 1 day | Nave OphirCOO | SSaleClass A Shares | −500.0K | $235.53 | −$117.8M | −52.4%454.7K after | 12 lots10b5-1 |
Top 10 13F holders, Q2 2026
See all 1,072 holdersThe largest institutional positions in Nebius Group N.V. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,531,270 | $3.18B | 0.05% | +1,593,684+16.0% | Added |
| Goldman Sachs Group Inc | 9,799,741 | $2.71B | 0.28% | +6,715,646+217.8% | Added |
| Invesco Ltd. | 6,943,270 | $1.92B | 0.15% | +5,178,910+293.5% | Added |
| Orbis Allan Gray Ltd | 6,494,719 | $1.79B | 6.16% | −1,820,047−21.9% | Reduced |
| Bank of America Corp | 6,138,513 | $1.70B | 0.11% | +4,639,882+309.6% | Added |
| Value Aligned Research Advisors, LLC | 6,104,121 | $1.69B | 10.08% | +290,671+5.0% | Added |
| Fred Alger Management, LLC | 5,726,557 | $1.58B | 5.27% | −3,872,749−40.3% | Reduced |
| UBS Group AG | 5,244,785 | $1.45B | 0.23% | +2,125,047+68.1% | Added |
| Situational Awareness LP | 4,464,260 | $1.23B | 6.11% | +4,464,260 | New |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 4,258,008 | $1.18B | 7.19% | +4,258,008 | New |
Holders of 5% or more of NBIS
See all 3 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Nebius Group N.V..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 13G | 9.30%22.3M shares | New | Jul 20, 20261 filing | Jul 20, 2026 | SEC |
| Situational Awareness LP | 13G | 5.60%12.4M shares | New | May 27, 20261 filing | May 27, 2026 | SEC |
| Goldman Sachs Group Inc | 13G/A | 5.10%13.0M shares | −5.40 ppfrom 10.50% | Aug 7, 20263 filings | Oct 7, 2026 | SEC |
Politician trades
All politician trades in NBIS5 members of Congress reported 7 trades in Nebius Group N.V. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jul 21, 2026 |  Alan Armstrong Senate · OK | Buy | $1K-$15K |
| Mar 16, 2021 |  Peter Meijer House · MI | Sell | $1K-$15K |
| Nov 5, 2020 |  Josh Gottheimer House · NJ | Sell (partial) | $1K-$15K |
| Oct 28, 2020 |  Greg Gianforte House · MT | Sell (partial) | $100K-$250K |
| Apr 27, 2020 |  Donna E. Shalala House · FL | Sell | $1K-$15K |
Senate · OK · Jul 21, 2026
Buy$1K-$15K
House · MI · Mar 16, 2021
Sell$1K-$15K
House · NJ · Nov 5, 2020
Sell (partial)$1K-$15K
House · MT · Oct 28, 2020
Sell (partial)$100K-$250K
House · FL · Apr 27, 2020
Sell$1K-$15K