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NextDecade Corp

NEXT
Exchange
Nasdaq
Industry
Natural Gas Transmisison & Distribution
SEC CIK
0001612720

No open-market purchases or sales by NextDecade Corp insiders were filed in the last 90 days; 210 institutions reported holding it in 13F filings for Q2 2026, worth $820.2M in total; no superinvestor holds it.

13F holders, Q3 2023

Institutional positions in NextDecade Corp as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
117
+9 vs. Q2 2023
Shares held
141.5M
+24.3M (+20.7%) vs. Q2 2023
Total value
$724.7M
−$237.9M (−24.7%) vs. Q2 2023
New holders
25
44 more added
Sold out
16
32 more reduced

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NEXT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 117 institutions
Q1 2021: 60 institutionsQ2 2021: 51 institutionsQ3 2021: 52 institutionsQ4 2021: 60 institutionsQ1 2022: 65 institutionsQ2 2022: 85 institutionsQ3 2022: 90 institutionsQ4 2022: 92 institutionsQ1 2023: 106 institutionsQ2 2023: 108 institutionsQ3 2023: 117 institutionsQ4 2023: 112 institutionsQ1 2024: 119 institutionsQ2 2024: 139 institutionsQ3 2024: 144 institutionsQ4 2024: 165 institutionsQ1 2025: 184 institutionsQ2 2025: 179 institutionsQ3 2025: 194 institutionsQ4 2025: 186 institutionsQ1 2026: 207 institutionsQ2 2026: 210 institutions
Value heldQ3 2023: $724.7M
Q1 2021: $231.2MQ2 2021: $392.2MQ3 2021: $250.8MQ4 2021: $222.8MQ1 2022: $466.1MQ2 2022: $385.2MQ3 2022: $561.9MQ4 2022: $570.2MQ1 2023: $582.6MQ2 2023: $962.6MQ3 2023: $724.7MQ4 2023: $804.0MQ1 2024: $974.4MQ2 2024: $1.30BQ3 2024: $639.3MQ4 2024: $996.9MQ1 2025: $995.3MQ2 2025: $1.14BQ3 2025: $793.0MQ4 2025: $571.1MQ1 2026: $854.9MQ2 2026: $820.2M
Institutions holding NEXT and their total value by quarter
QuarterHoldersValue
Q2 2026210$820.2M
Q1 2026207$854.9M
Q4 2025186$571.1M
Q3 2025194$793.0M
Q2 2025179$1.14B
Q1 2025184$995.3M
Q4 2024165$996.9M
Q3 2024144$639.3M
Q2 2024139$1.30B
Q1 2024119$974.4M
Q4 2023112$804.0M
Q3 2023117$724.7M
Q2 2023108$962.6M
Q1 2023106$582.6M
Q4 202292$570.2M
Q3 202290$561.9M
Q2 202285$385.2M
Q1 202265$466.1M
Q4 202160$222.8M
Q3 202152$250.8M
Q2 202151$392.2M
Q1 202160$231.2M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding NextDecade Corp; share changes are against Q2 2023.

Institutions holding NEXT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Adage Capital Partners GP, L.L.C.1,150,000$5.89M0.01%−214,897−15.7%Reduced
Geode Capital Management, LLC1,166,495$5.97M0.00%+99,125+9.3%Added
Covalis Capital LLP1,295,231$6.63M1.17%−164,938−11.3%Reduced
Goldman Sachs Group Inc1,388,774$7.11M0.00%+770,330+124.6%Added
Teilinger Capital Ltd.1,600,000$8.19M2.70%+1,600,000New
UBS Group AG1,892,593$9.69M0.00%+1,459,457+337.0%Added
Bank of America Corp2,499,548$12.8M0.00%+2,175,026+670.2%Added
Catalyst Capital Advisors LLC2,741,295$14.0M0.39%+26,540+1.0%Added
Tortoise Capital Advisors, L.L.C.2,910,172$14.9M0.23%00.0%Unchanged
Yaupon Capital Management LP3,286,823$16.8M1.90%+2,606,896+383.4%Added
Morgan Stanley5,151,414$26.4M0.00%+3,200,026+164.0%Added
Vanguard Group Inc6,652,380$34.1M0.00%+2,459,173+58.6%Added
Lasry Marc7,180,457$36.8M36.27%+7,180,457New
Bardin Hill Management Partners LP11,208,389$57.4M18.88%+1,638,709+17.1%Added
BlackRock Inc.13,998,100$71.7M0.00%+10,535,116+304.2%Added
Valinor Management, L.P.17,758,609$90.9M100.00%+2,896,781+19.5%Added
York Capital Management Global Advisors, LLC48,324,888$247.4M81.72%−8,994,731−15.7%Reduced
Wellington Management Group LLP0$00.00%−597,835−100.0%Sold out
Riposte Capital LLC0$00.00%−400,000−100.0%Sold out
Renaissance Technologies LLC0$00.00%−111,000−100.0%Sold out
Simplex Trading, LLC0$00.00%−98,003−100.0%Sold out
Caption Management, LLC0$00.00%−64,400−100.0%Sold out
Belvedere Trading LLC0$00.00%−50,636−100.0%Sold out
J. Goldman & Co LP0$00.00%−47,775−100.0%Sold out
Walleye Trading LLC0$00.00%−43,448−100.0%Sold out
Marshall Wace, LLP0$00.00%−32,755−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−25,123−100.0%Sold out
Aigen Investment Management, LP0$00.00%−20,505−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−18,900−100.0%Sold out
Engineers Gate Manager LP0$00.00%−11,100−100.0%Sold out
Gradient Investments LLC0$00.00%−10,029−100.0%Sold out
Leonteq Securities AG0$00.00%−7,207−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−43−100.0%Sold out