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Neptune Insurance Holdings Inc.

NP
Exchange
NYSE
Industry
Insurance Agents, Brokers & Service
SEC CIK
0002067129

In the last 90 days, Neptune Insurance Holdings Inc. insiders filed 0 open-market purchases and 4 sales; 136 institutions reported holding it in 13F filings for Q2 2026, worth $2.10B in total; Soros Fund Management is the only superinvestor holding it.

13F holders, Q4 2025

Institutional positions in Neptune Insurance Holdings Inc. as of Dec 31, 2025. 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
94
+89 vs. Q3 2025
Shares held
64.9M
+64.7M (+31,497.8%) vs. Q3 2025
Total value
$1.89B
+$1.89B (+46,373.9%) vs. Q3 2025
New holders
91
3 more added
Sold out
2
0 more reduced

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NP 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 holdersQ4 2025: 94 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 5 institutionsQ4 2025: 94 institutionsQ1 2026: 99 institutionsQ2 2026: 136 institutions
Value heldQ4 2025: $1.89B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $4.07MQ4 2025: $1.89BQ1 2026: $1.58BQ2 2026: $2.10B
Institutions holding NP and their total value by quarter
QuarterHoldersValue
Q2 2026136$2.10B
Q1 202699$1.58B
Q4 202594$1.89B
Q3 20255$4.07M
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Neptune Insurance Holdings Inc.; share changes are against Q3 2025.

Institutions holding NP in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
FTV Management Company, L.P.22,350,631$651.7M99.46%+22,350,631New
Bregal Sagemount IV General Partner Jersey Ltd19,530,472$569.5M100.00%+19,530,472New
T. Rowe Price Investment Management, Inc.4,577,775$133.5M0.08%+4,577,775New
Vanguard Group Inc1,613,955$47.1M0.00%+1,613,955New
Alliancebernstein L.P.1,273,099$37.1M0.01%+1,273,099New
Capital World Investors1,100,500$32.1M0.00%+1,100,500New
Balyasny Asset Management LLC996,261$29.1M0.05%+996,261New
JPMorgan Chase & Co949,762$27.7M0.00%+949,762New
Azora Capital LP743,987$21.7M1.37%+743,987New
Woodline Partners LP742,782$21.7M0.08%+742,782New
Ameriprise Financial Inc737,262$21.5M0.00%+737,262New
Bamco Inc708,728$20.7M0.06%+708,728New
Capital International Investors700,000$20.4M0.00%+700,000New
Frontier Capital Management Co LLC694,665$20.3M0.21%+694,665New
Driehaus Capital Management LLC620,152$18.1M0.12%+620,152New
Citadel Advisors LLC508,567$14.8M0.01%+508,567New
BlackRock, Inc.499,585$14.6M0.00%+499,585New
Price T Rowe Associates Inc440,523$12.8M0.00%+440,523New
TimesSquare Capital Management, LLC420,434$12.3M0.18%+420,434New
Nuveen, LLC400,000$11.7M0.00%+400,000New
Freestone Grove Partners LP338,043$9.86M0.07%+338,043New
Adage Capital Partners GP, L.L.C.314,981$9.18M0.01%+314,981New
ArrowMark Colorado Holdings LLC233,604$6.81M0.15%+233,604New
Goldman Sachs Group Inc219,703$6.41M0.00%+219,703New
Gillson Capital LP216,746$6.32M0.41%+216,746New
Geode Capital Management, LLC197,761$5.77M0.00%+197,761New
Burkehill Global Management, LP172,500$5.03M0.33%+172,500New
Soros Fund Management LLCSuperinvestorSoros Fund Management171,000$4.99M0.07%+171,000New
EJF Capital LLC166,652$4.86M2.76%+166,652New
Schonfeld Strategic Advisors LLC162,633$4.74M0.02%+162,633New
LMR Partners LLP150,103$4.38M0.04%+150,103New
Select Equity Group, L.P.140,961$4.11M0.02%+140,961New
Gilder Gagnon Howe & Co LLC140,445$4.10M0.04%+140,445New
Maltese Capital Management LLC137,500$4.01M0.71%+37,500+37.5%Added
Millennium Management LLC134,396$3.92M0.00%+134,396New
Philadelphia Financial Management of San Francisco, LLC125,000$3.65M0.75%+125,000New
Zimmer Partners, LP125,000$3.65M0.10%+125,000New
Emerald Mutual Fund Advisers Trust123,107$3.59M0.17%+98,346+397.2%Added
Walleye Capital LLC115,364$3.36M0.02%+115,364New
Emerald Advisers, LLC113,217$3.30M0.10%+72,978+181.4%Added
Lord, Abbett & Co. LLC110,716$3.23M0.01%+110,716New
TD Asset Management Inc110,454$3.22M0.00%+110,454New
Charles Schwab Investment Management Inc110,334$3.22M0.00%+110,334New
D. E. Shaw & Co., Inc.101,596$2.96M0.00%+101,596New
Davidson Kempner Capital Management LP100,000$2.92M0.04%+100,000New
Holocene Advisors, LP100,000$2.92M0.01%+100,000New
Hudson Bay Capital Management LP86,850$2.53M0.01%+86,850New
Norges Bank85,000$2.48M0.00%+85,000New
Healthcare of Ontario Pension Plan Trust Fund85,000$2.48M0.00%+85,000New
Universal- Beteiligungs- und Servicegesellschaft mbH70,907$2.07M0.00%+70,907New
Manchester Global Management (UK) Ltd65,180$1.90M0.26%+65,180New
State Street Corp60,100$1.75M0.00%+60,100New
Comerica Bank51,673$1.51M0.01%+51,673New
Hound Partners, LLC50,500$1.47M0.20%+50,500New
Readystate Asset Management LP49,655$1.45M0.06%+49,655New
CenterBook Partners LP41,346$1.21M0.06%+41,346New
Northern Trust Corp39,193$1.14M0.00%+39,193New
Legal & General Group Plc37,692$1.10M0.00%+37,692New
UBS Group AG35,663$1.04M0.00%+35,663New
Lighthouse Investment Partners, LLC32,287$941.5K0.03%+32,287New
Boston Partners28,919$843.3K0.00%+28,919New
Massachusetts Financial Services Co26,028$759.0K0.00%+26,028New
Fred Alger Management, LLC21,550$628.4K0.00%+21,550New
Dockside LLC20,498$597.7K0.15%+20,498New
Raymond James Financial Inc20,264$590.9K0.00%+20,264New
Harvey Partners, LLC20,000$583.2K0.05%+20,000New
Duquesne Family Office LLCSuperinvestorDuquesne Family Office20,000$583.0K0.01%+20,000New
SEI Investments Co19,488$568.3K0.00%+19,488New
Two Sigma Investments, LP16,609$484.3K0.00%+16,609New
Renaissance Technologies LLC16,493$480.9K0.00%+16,493New
Grandeur Peak Global Advisors, LLC15,173$442.4K0.06%+15,173New
Picton Mahoney Asset Management14,100$411.2K0.00%+14,100New
Penserra Capital Management LLC13,068$381.0K0.00%+13,068New
XTX Topco Ltd12,370$360.7K0.01%+12,370New
Sandia Investment Management LP10,500$306.2K0.76%+10,500New
Boothbay Fund Management, LLC10,087$294.1K0.01%+10,087New
Cohen & Steers, Inc.10,000$292.0K0.00%+10,000New
Lykos Global Management, LP10,000$291.6K0.21%+10,000New
BIT Capital GmbH10,000$291.6K0.01%+10,000New
FJ Capital Management LLC9,923$289.4K0.03%+9,923New
Symmetry Investments LP7,000$204.1K0.04%+7,000New
Bank of America Corp5,663$165.1K0.00%+5,663New
The PNC Financial Services Group, Inc.4,294$125.2K0.00%+4,294New
Morgan Stanley3,557$103.7K0.00%+3,557New
FMR LLC1,300$37.9K0.00%+1,300New
Wells Fargo & Company950$27.7K0.00%+950New
Tower Research Capital LLC (TRC)586$17.1K0.00%+586New
Advisor Group Holdings, Inc.541$15.8K0.00%+541New
Royal Bank of Canada321$9.00K0.00%+321New
Aster Capital Management (DIFC) Ltd159$4.64K0.00%+159New
Bell Investment Advisors, Inc119$3.47K0.00%+119New
Rachor Investment Advisory Services, LLC13$3800.00%+13New
GAMMA Investing LLC6$1750.00%+6New
SBI Securities Co., Ltd.5$1460.00%+5New
Hood River Capital Management LLC0$00.00%−35,000−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−5,336−100.0%Sold out