TruBridge, Inc.
TBRGDelisted Jul 9, 2026- Industry
- Services-Computer Programming Services
- SEC CIK
- 0001169445
TruBridge, Inc. was delisted on Jul 9, 2026; its insiders filed their last Form 4 on Jul 10, 2026; 115 institutions reported holding it in 13F filings for Q2 2026, worth $243.9M in total; no superinvestor held it.
13F holders, Q1 2026
Institutional positions in TruBridge, Inc. 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
- 95
- +10 vs. Q4 2025
- Shares held
- 6.47M
- +409.4K (+6.8%) vs. Q4 2025
- Total value
- $94.8M
- −$38.9M (−29.1%) vs. Q4 2025
- New holders
- 26
- 25 more added
- Sold out
- 16
- 28 more reduced
2 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 TBRG 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 | 115 | $243.9M |
| Q1 2026 | 95 | $94.8M |
| Q4 2025 | 87 | $150.1M |
| Q3 2025 | 89 | $146.2M |
| Q2 2025 | 94 | $175.6M |
| Q1 2025 | 109 | $203.8M |
| Q4 2024 | 98 | $164.1M |
| Q3 2024 | 93 | $97.9M |
| Q2 2024 | 109 | $95.6M |
| Q1 2024 | 114 | $105.8M |
| Q4 2023 | 133 | $145.7M |
| Q3 2023 | 137 | $200.3M |
| Q2 2023 | 148 | $318.6M |
| Q1 2023 | 147 | $392.8M |
| Q4 2022 | 150 | $352.2M |
| Q3 2022 | 145 | $363.4M |
| Q2 2022 | 156 | $420.3M |
| Q1 2022 | 164 | $451.4M |
| Q4 2021 | 156 | $378.4M |
| Q3 2021 | 160 | $463.4M |
| Q2 2021 | 149 | $417.6M |
| Q1 2021 | 141 | $378.3M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding TruBridge, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 14 | $0 | 0.00% | −271−95.1% | Reduced |
| Covestor Ltd | 26 | $0 | 0.00% | +10+62.5% | Added |
| Parkside Financial Bank & Trust | 1 | $15 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $15 | 0.00% | +1 | New |
| Rothschild Investment LLC | 2 | $29 | 0.00% | −3−60.0% | Reduced |
| MAI Capital Management | 2 | $30 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 3 | $43 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 3 | $44 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 3 | $44 | 0.00% | +3 | New |
| True Wealth Design, LLC | 4 | $59 | 0.00% | +4 | New |
| Root Financial Partners, LLC | 4 | $59 | 0.00% | +4 | New |
| Quadrant Capital Group LLC | 17 | $249 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 22 | $322 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $366 | 0.00% | +25 | New |
| Advisory Services Network, LLC | 31 | $454 | 0.00% | +31 | New |
| Nisa Investment Advisors, LLC | 35 | $512 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 41 | $600 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $791 | 0.00% | +54 | New |
| Essential Partners LLC | 73 | $1.07K | 0.00% | +70+2,333.3% | Added |
| The PNC Financial Services Group, Inc. | 85 | $1.25K | 0.00% | +85 | New |
| Los Angeles Capital Management LLC | 100 | $1.46K | 0.00% | −49,724−99.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 150 | $2.20K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 541 | $7.92K | 0.00% | −74−12.0% | Reduced |
| Farther Finance Advisors, LLC | 513 | $8.03K | 0.00% | −45−8.1% | Reduced |
| CWM, LLC | 863 | $12.6K | 0.00% | +713+475.3% | Added |
| Tower Research Capital LLC (TRC) | 885 | $13.0K | 0.00% | +22+2.5% | Added |
| Legal & General Group Plc | 905 | $13.2K | 0.00% | −159−14.9% | Reduced |
| Citigroup Inc | 996 | $14.6K | 0.00% | −737−42.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,020 | $14.9K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,221 | $17.9K | 0.00% | +192+18.7% | Added |
| Barclays PLC | 1,781 | $26.1K | 0.00% | −13,789−88.6% | Reduced |
| First Horizon Corp | 1,879 | $27.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,477 | $36.3K | 0.00% | +533+27.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,499 | $36.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,052 | $44.7K | 0.00% | −6,271−67.3% | Reduced |
| Wells Fargo & Company | 3,412 | $50.0K | 0.00% | −7,515−68.8% | Reduced |
| Public Employees Retirement Association of Colorado | 3,592 | $53.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,843 | $53.8K | 0.00% | −1,236−24.3% | Reduced |
| Vanguard Global Advisers, LLC | 3,706 | $54.3K | 0.00% | +3,706 | New |
| New York State Common Retirement Fund | 4,300 | $63.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,403 | $64.5K | 0.00% | −336−7.1% | Reduced |
| LSV Asset Management | 5,033 | $74.0K | 0.00% | +5,033 | New |
| Advisor Group Holdings, Inc. | 5,985 | $87.6K | 0.00% | +4,978+494.3% | Added |
| Sterling Capital Management LLC | 7,908 | $115.8K | 0.00% | −4,527−36.4% | Reduced |
| FMR LLC | 9,606 | $140.6K | 0.00% | +2,415+33.6% | Added |
| R Squared Ltd | 10,226 | $149.7K | 0.08% | +10,226 | New |
| Bank of America Corp | 11,055 | $161.8K | 0.00% | −9,139−45.3% | Reduced |
| Prelude Capital Management, LLC | 11,100 | $162.5K | 0.01% | +11,100 | New |
| Rhumbline Advisers | 11,930 | $174.6K | 0.00% | +246+2.1% | Added |
| Martingale Asset Management L P | 12,135 | $177.7K | 0.00% | +402+3.4% | Added |
| Engineers Gate Manager LP | 12,470 | $182.6K | 0.00% | +12,470 | New |
| HRT Financial LP | 12,962 | $189.0K | 0.00% | +12,962 | New |
| Nuveen, LLC | 12,974 | $189.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,794 | $216.6K | 0.00% | +14,794 | New |
| Millennium Management LLC | 15,231 | $223.0K | 0.00% | +5,390+54.8% | Added |
| Bank of Montreal | 16,413 | $240.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 19,766 | $289.4K | 0.00% | −35,477−64.2% | Reduced |
| EntryPoint Capital, LLC | 23,527 | $344.4K | 0.10% | +23,527 | New |
| Bridgeway Capital Management, LLC | 24,200 | $354.3K | 0.01% | +13,000+116.1% | Added |
| RBF Capital, LLC | 25,000 | $366.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 25,647 | $375.5K | 0.06% | 00.0% | Unchanged |
| Invesco Ltd. | 27,647 | $404.8K | 0.00% | −563−2.0% | Reduced |
| ExodusPoint Capital Management, LP | 30,531 | $447.0K | 0.00% | +30,531 | New |
| American Century Companies Inc | 30,764 | $450.4K | 0.00% | −202−0.7% | Reduced |
| Deutsche Bank AG | 32,457 | $475.2K | 0.00% | +3,890+13.6% | Added |
| Bank of New York Mellon Corp | 34,862 | $510.4K | 0.00% | −196−0.6% | Reduced |
| Jane Street Group, LLC | 37,122 | $543.5K | 0.00% | +37,122 | New |
| SEI Investments Co | 43,422 | $635.7K | 0.00% | +21,691+99.8% | Added |
| Marshall Wace, LLP | 44,182 | $646.8K | 0.00% | +2,094+5.0% | Added |
| SageView Advisory Group, LLC | 46,091 | $674.8K | 0.02% | −81−0.2% | Reduced |
| Trustmark National Bank Trust Department | 46,800 | $685.2K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 49,789 | $728.9K | 0.00% | +49,789 | New |
| Lazard Asset Management LLC | 51,977 | $760.9K | 0.00% | +51,977 | New |
| Paradigm Capital Management Inc | 52,062 | $762.2K | 0.03% | −286,938−84.6% | Reduced |
| UBS Group AG | 52,150 | $763.5K | 0.00% | +19,078+57.7% | Added |
| D. E. Shaw & Co., Inc. | 56,110 | $821.5K | 0.00% | −37,550−40.1% | Reduced |
| Kestra Advisory Services, LLC | 60,448 | $885.0K | 0.00% | −1,553−2.5% | Reduced |
| Vanguard Fiduciary Trust Co | 76,566 | $1.12M | 0.00% | +76,566 | New |
| Northern Trust Corp | 90,765 | $1.33M | 0.00% | −632−0.7% | Reduced |
| Segall Bryant & Hamill, LLC | 94,472 | $1.38M | 0.02% | −52−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 95,381 | $1.40M | 0.00% | −11,744−11.0% | Reduced |
| Vanguard Portfolio Management LLC | 95,797 | $1.40M | 0.00% | +95,797 | New |
| AQR Capital Management LLC | 101,262 | $1.48M | 0.00% | +32,495+47.3% | Added |
| Morgan Stanley | 107,047 | $1.57M | 0.00% | −12,787−10.7% | Reduced |
| Goldman Sachs Group Inc | 158,467 | $2.32M | 0.00% | +15,827+11.1% | Added |
| State Street Corp | 195,218 | $2.86M | 0.00% | +29,717+18.0% | Added |
| Geode Capital Management, LLC | 250,968 | $3.68M | 0.00% | +5,382+2.2% | Added |
| Kennedy Capital Management, Inc. | 283,839 | $4.16M | 0.09% | +6,520+2.4% | Added |
| Federated Hermes, Inc. | 292,414 | $4.28M | 0.01% | −34,462−10.5% | Reduced |
| Ameriprise Financial Inc | 295,475 | $4.33M | 0.00% | +3,840+1.3% | Added |
| Martin & Co Inc | 448,650 | $6.57M | 1.12% | +11,619+2.7% | Added |
| Dimensional Fund Advisors LP | 562,849 | $8.24M | 0.00% | +54,417+10.7% | Added |
| Vanguard Capital Management LLC | 577,375 | $8.45M | 0.00% | +577,375 | New |
| BlackRock, Inc. | 732,871 | $10.7M | 0.00% | −25,254−3.3% | Reduced |
| Nellore Capital Management LLC | 988,446 | $14.5M | 1.85% | +73,412+8.0% | Added |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −108,265−100.0% | Sold out |
| Forest Hill Capital, LLC | 0 | $0 | 0.00% | −101,308−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −32,541−100.0% | Sold out |
| Davidson Kahn Capital Management, LLC | 0 | $0 | 0.00% | −32,335−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −29,176−100.0% | Sold out |