Nextgen Healthcare, Inc.
NXGNDelisted Nov 9, 2023- Industry
- Services-Computer Integrated Systems Design
- SEC CIK
- 0000708818
Nextgen Healthcare, Inc. was delisted on Nov 9, 2023; its insiders filed their last Form 4 on Nov 13, 2023; 215 institutions reported holding it in 13F filings for Q3 2023, worth $1.25B in total; no superinvestor held it.
13F holders, Q3 2022
Institutional positions in Nextgen Healthcare, Inc. as of Sep 30, 2022. 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
- 188
- −15 vs. Q2 2022
- Shares held
- 49.9M
- +111.6K (+0.2%) vs. Q2 2022
- Total value
- $883.7M
- +$14.7M (+1.7%) vs. Q2 2022
- New holders
- 16
- 61 more added
- Sold out
- 31
- 83 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NXGN 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $24 |
| Q1 2026 | 1 | $24 |
| Q4 2025 | 1 | $24 |
| Q3 2025 | 1 | $24 |
| Q2 2025 | 1 | $24 |
| Q1 2025 | 1 | $24 |
| Q4 2024 | 1 | $24 |
| Q3 2024 | 1 | $24 |
| Q2 2024 | 1 | $24 |
| Q1 2024 | 2 | $2.30M |
| Q4 2023 | 1 | $24 |
| Q3 2023 | 215 | $1.25B |
| Q2 2023 | 207 | $834.9M |
| Q1 2023 | 215 | $905.2M |
| Q4 2022 | 212 | $991.9M |
| Q3 2022 | 188 | $883.7M |
| Q2 2022 | 205 | $869.2M |
| Q1 2022 | 197 | $1.02B |
| Q4 2021 | 175 | $845.5M |
| Q3 2021 | 157 | $691.4M |
| Q2 2021 | 166 | $840.1M |
| Q1 2021 | 165 | $911.6M |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Nextgen Healthcare, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 12 | $0 | 0.00% | −126−91.3% | Reduced |
| Meeder Asset Management Inc | 23 | $0 | 0.00% | −10−30.3% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $0 | 0.00% | +23 | New |
| CWM, LLC | 77 | $1.00K | 0.00% | +38+97.4% | Added |
| Lindbrook Capital, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 30 | $1.00K | 0.00% | +17+130.8% | Added |
| Farmers & Merchants Investments Inc | 37 | $1.00K | 0.00% | +37 | New |
| Manchester Capital Management LLC | 99 | $2.00K | 0.00% | −88−47.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 113 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $2.00K | 0.00% | +100 | New |
| Harbour Investments, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 183 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 94 | $5.00K | 0.00% | +64+213.3% | Added |
| TCI Wealth Advisors, Inc. | 407 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 459 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 500 | $8.85K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 495 | $9.00K | 0.00% | +45+10.0% | Added |
| Sutton Wealth Advisors Inc. | 605 | $10.7K | 0.00% | −10−1.6% | Reduced |
| Simplex Trading, LLC | 636 | $11.0K | 0.00% | +554+675.6% | Added |
| Versant Capital Management, Inc | 939 | $17.0K | 0.01% | +10+1.1% | Added |
| Federated Hermes, Inc. | 990 | $18.0K | 0.00% | −195−16.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,072 | $19.0K | 0.00% | −137−11.3% | Reduced |
| Macquarie Group Ltd | 0 | $20.0K | 0.00% | −1,133−100.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,325 | $26.0K | 0.00% | +45+3.5% | Added |
| Clearstead Advisors, LLC | 1,500 | $27.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 1,583 | $28.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,613 | $29.0K | 0.00% | −2,054−56.0% | Reduced |
| Point72 Hong Kong Ltd | 2,241 | $40.0K | 0.00% | +2,241 | New |
| First Horizon Advisors, Inc. | 2,809 | $50.0K | 0.00% | −975−25.8% | Reduced |
| The PNC Financial Services Group, Inc. | 2,981 | $54.0K | 0.00% | −114−3.7% | Reduced |
| Metropolitan Life Insurance Co | 3,307 | $58.5K | 0.00% | −676−17.0% | Reduced |
| Truvestments Capital LLC | 4,433 | $78.0K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,587 | $81.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 4,689 | $83.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,742 | $101.0K | 0.00% | +514+9.8% | Added |
| Wells Fargo & Company | 6,279 | $110.0K | 0.00% | −6,131−49.4% | Reduced |
| UBS Group AG | 6,639 | $118.0K | 0.00% | +4,505+211.1% | Added |
| Public Employees Retirement System of Ohio | 7,803 | $138.0K | 0.00% | −134−1.7% | Reduced |
| DuPont Capital Management Corp | 9,292 | $164.0K | 0.01% | −3,640−28.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $177.0K | 0.03% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 10,272 | $182.0K | 0.00% | −3,106−23.2% | Reduced |
| State of Wisconsin Investment Board | 10,633 | $188.0K | 0.00% | −3,077−22.4% | Reduced |
| Winton Group Ltd | 10,759 | $190.0K | 0.01% | −494−4.4% | Reduced |
| ACG Wealth | 10,805 | $191.0K | 0.04% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 11,552 | $204.0K | 0.00% | −51−0.4% | Reduced |
| Royal Bank of Canada | 11,718 | $207.0K | 0.00% | −55,382−82.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 11,749 | $208.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 11,908 | $211.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,265 | $217.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 13,277 | $235.0K | 0.12% | +2,874+27.6% | Added |
| Quantedge Capital Pte Ltd | 13,500 | $239.0K | 0.07% | −29,400−68.5% | Reduced |
| Versor Investments LP | 14,400 | $255.0K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,504 | $274.0K | 0.00% | +102+0.7% | Added |
| Cubist Systematic Strategies, LLC | 15,800 | $280.0K | 0.00% | −54,766−77.6% | Reduced |
| HRT Financial LP | 16,031 | $283.0K | 0.00% | −6,106−27.6% | Reduced |
| Zebra Capital Management LLC | 16,048 | $284.0K | 1.08% | −1,122−6.5% | Reduced |
| SG Americas Securities, LLC | 16,543 | $293.0K | 0.00% | −14,594−46.9% | Reduced |
| Diversified Trust Co | 16,944 | $300.0K | 0.01% | −2,934−14.8% | Reduced |
| Squarepoint Ops LLC | 16,929 | $300.0K | 0.00% | +16,929 | New |
| Oregon Public Employees Retirement Fund | 18,510 | $328.0K | 0.00% | +382+2.1% | Added |
| Crossmark Global Holdings, Inc. | 18,602 | $330.0K | 0.01% | +174+0.9% | Added |
| Meritage Portfolio Management | 18,943 | $335.0K | 0.03% | +66+0.3% | Added |
| Atria Wealth Solutions, Inc. | 19,200 | $339.8K | 0.01% | −2,360−10.9% | Reduced |
| Allianz Asset Management GmbH | 19,210 | $340.0K | 0.00% | −76,063−79.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,362 | $343.0K | 0.00% | +19,362 | New |
| Ellsworth Advisors, LLC | 19,491 | $345.0K | 0.15% | −674−3.3% | Reduced |
| Dean Capital Management | 20,178 | $357.0K | 0.53% | −198−1.0% | Reduced |
| Franklin Resources Inc | 20,567 | $364.0K | 0.00% | −5,235−20.3% | Reduced |
| American Century Companies Inc | 21,592 | $382.0K | 0.00% | +956+4.6% | Added |
| Jump Financial, LLC | 21,957 | $389.0K | 0.02% | +21,957 | New |
| Manufacturers Life Insurance Company, The | 22,299 | $394.7K | 0.00% | −342−1.5% | Reduced |
| Susquehanna International Group, LLP | 23,032 | $408.0K | 0.00% | +23,032 | New |
| Ergoteles LLC | 23,468 | $415.0K | 0.01% | +12,468+113.3% | Added |
| New York Life Investment Management LLC | 24,070 | $426.0K | 0.01% | +1,768+7.9% | Added |
| Lido Advisors, LLC | 24,925 | $441.0K | 0.01% | +24,925 | New |
| Deutsche Bank AG | 25,546 | $452.0K | 0.00% | −7,224−22.0% | Reduced |
| Amalgamated Bank | 26,046 | $461.0K | 0.00% | −50−0.2% | Reduced |
| Louisiana State Employees Retirement System | 26,300 | $466.0K | 0.01% | −900−3.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 27,067 | $479.0K | 0.00% | +5,456+25.2% | Added |
| Ensign Peak Advisors, Inc | 28,174 | $499.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 29,050 | $514.0K | 0.01% | +29,050 | New |
| MetLife Investment Management | 29,134 | $515.7K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 28,910 | $517.0K | 0.00% | −3,011−9.4% | Reduced |
| D. E. Shaw & Co., Inc. | 29,679 | $525.0K | 0.00% | −37,561−55.9% | Reduced |
| Ignite Planners, LLC | 30,000 | $536.0K | 0.43% | +30,000 | New |
| American International Group, Inc. | 30,902 | $547.0K | 0.00% | +710+2.4% | Added |
| Bailard, Inc. | 32,500 | $575.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 33,183 | $587.0K | 0.00% | +2,194+7.1% | Added |
| Clifford Capital Partners LLC | 33,757 | $597.0K | 0.26% | +533+1.6% | Added |
| Millennium Management LLC | 34,741 | $615.0K | 0.00% | −884,522−96.2% | Reduced |
| Investors Research Corp | 35,575 | $630.0K | 0.19% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 36,370 | $644.0K | 0.04% | −202,974−84.8% | Reduced |
| Algert Global LLC | 37,382 | $662.0K | 0.04% | −107,192−74.1% | Reduced |
| State of Alaska, Department of Revenue | 38,144 | $675.0K | 0.01% | −4,342−10.2% | Reduced |
| Two Sigma Investments, LP | 39,244 | $695.0K | 0.00% | −93,637−70.5% | Reduced |
| Texas Permanent School Fund | 39,627 | $701.0K | 0.01% | −969−2.4% | Reduced |
| AIMZ Investment Advisors, LLC | 39,955 | $707.0K | 0.36% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 41,147 | $728.0K | 0.01% | −91,963−69.1% | Reduced |
| Comerica Bank | 42,662 | $791.0K | 0.01% | −5,380−11.2% | Reduced |