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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, Q1 2026

Institutional positions in NextDecade Corp as of Mar 31, 2026. 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
207
+25 vs. Q4 2025
Shares held
111.6M
+12.6M (+12.7%) vs. Q4 2025
Total value
$854.9M
+$332.7M (+63.7%) vs. Q4 2025
New holders
61
84 more added
Sold out
36
40 more reduced

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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 holdersQ1 2026: 207 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 heldQ1 2026: $854.9M
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, Q1 2026

Shares, value and share of portfolio for each institution holding NextDecade Corp; share changes are against Q4 2025.

Institutions holding NEXT in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
State Street Corp3,548,273$27.2M0.00%+625,677+21.4%Added
Geode Capital Management, LLC4,021,660$30.8M0.00%+564,497+16.3%Added
Catalyst Capital Advisors LLC5,216,592$40.0M0.74%+574,080+12.4%Added
Vanguard Capital Management LLC5,906,171$45.2M0.00%+5,906,171New
Man Investment Partners (US) LP9,274,894$71.0M84.28%00.0%Unchanged
Mubadala Investment Co PJSC14,206,376$108.8M0.53%00.0%Unchanged
BlackRock, Inc.22,963,355$175.9M0.00%+1,735,010+8.2%Added
Jane Street Group, LLC0$00.00%−1,389,821−100.0%Sold out
Yaupon Capital Management LP0$00.00%−1,233,976−100.0%Sold out
Group One Trading, L.P.0$00.00%−657,193−100.0%Sold out
Webs Creek Capital Management LP0$00.00%−544,726−100.0%Sold out
Twinbeech Capital LP0$00.00%−283,500−100.0%Sold out
Simplex Trading, LLC0$00.00%−178,436−100.0%Sold out
IMC-Chicago, LLC0$00.00%−165,703−100.0%Sold out
MML Investors Services, LLC0$00.00%−140,700−100.0%Sold out
Capital Fund Management S.A.0$00.00%−106,359−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−93,502−100.0%Sold out
Holocene Advisors, LP0$00.00%−93,177−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−84,579−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−67,746−100.0%Sold out
Nomura Holdings Inc0$00.00%−60,441−100.0%Sold out
Van Eck Associates Corp0$00.00%−58,055−100.0%Sold out
First Trust Advisors LP0$00.00%−47,581−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−46,714−100.0%Sold out
Magnetar Financial LLC0$00.00%−37,283−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−25,271−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−23,640−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−19,467−100.0%Sold out
Centiva Capital, LP0$00.00%−15,748−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−11,861−100.0%Sold out
Platform Technology Partners0$00.00%−10,450−100.0%Sold out
Quest Partners LLC0$00.00%−7,354−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−7,201−100.0%Sold out
Amalgamated Bank0$00.00%−4,267−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−1,548−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−442−100.0%Sold out
Bare Financial Services, Inc0$00.00%−57−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−56−100.0%Sold out
Essential Partners LLC0$00.00%−50−100.0%Sold out
Quarry LP0$00.00%−26−100.0%Sold out
Transamerica Financial Advisors, Inc.0$00.00%−16−100.0%Sold out
Hughes Financial Services, LLC0$00.00%−1−100.0%Sold out
Bessemer Group Inc0$00.00%−4−100.0%Sold out
Vanguard Group Inc––––Not filed
Militia Capital Partners, LP––––Not filed
Comerica Bank––––Not filed
CIBC Private Wealth Group, LLC––––Not filed