NG
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
FMR LLC
· Added
+$4.9M
Change
+252K
Δ Own
+193.6%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | +$4.9M | +252K | +193.6% | Q1 2026 | |||||
|
Logos Global Management LP
· Exited
−$3.8M
Change
−195K
Δ Own
−100.0%
Date
Q1 2026
|
Logos Global Management LP | Exited· Q1 2026 | −$3.8M | −195K | −100.0% | Q1 2026 | |||||
|
Great Point Partners LLC
· Added
+$2.9M
Change
+150K
Date
Q1 2026
|
Great Point Partners LLC | Added· Q1 2026 | +$2.9M | +150K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Added
+$2.6M
Change
+133K
Date
Q1 2026
|
Millennium Management LLC | Added· Q1 2026 | +$2.6M | +133K | – | Q1 2026 | |||||
|
Casdin Capital, LLC
· Added
+$2.4M
Change
+125K
Date
Q1 2026
|
Casdin Capital, LLC | Added· Q1 2026 | +$2.4M | +125K | – | Q1 2026 | |||||
|
Balyasny Asset Management L.P.
· Added
+$2.1M
Change
+110K
Date
Q1 2026
|
Balyasny Asset Management L.P. | Added· Q1 2026 | +$2.1M | +110K | – | Q1 2026 | |||||
|
Morgan Stanley
· Reduced
−$1.7M
Change
−86K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | −$1.7M | −86K | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Added
+$1.2M
Change
+60K
Date
Q1 2026
|
JPMorgan Chase & Co | Added· Q1 2026 | +$1.2M | +60K | – | Q1 2026 | |||||
|
BlackRock
· Added
+$1.2M
Change
+59K
Date
Q1 2026
|
BlackRock | Added· Q1 2026 | +$1.2M | +59K | – | Q1 2026 | |||||
|
Goldman Sachs Group Inc
· Reduced
−$1.1M
Change
−54K
Date
Q1 2026
|
Goldman Sachs Group Inc | Reduced· Q1 2026 | −$1.1M | −54K | – | Q1 2026 | |||||
|
Arrowmark Colorado Holdings LLC
· Reduced
−$1.0M
Change
−53K
Date
Q1 2026
|
Arrowmark Colorado Holdings LLC | Reduced· Q1 2026 | −$1.0M | −53K | – | Q1 2026 | |||||
|
Trexquant Investment LP
· Exited
−$839K
Change
−43K
Δ Own
−100.0%
Date
Q1 2026
|
Trexquant Investment LP | Exited· Q1 2026 | −$839K | −43K | −100.0% | Q1 2026 | |||||
|
D. E. Shaw & Co., Inc.
· Exited
−$782K
Change
−40K
Δ Own
−100.0%
Date
Q1 2026
|
D. E. Shaw & Co., Inc. | Exited· Q1 2026 | −$782K | −40K | −100.0% | Q1 2026 | |||||
|
Walleye Capital LLC
· Exited
−$699K
Change
−36K
Δ Own
−100.0%
Date
Q1 2026
|
Walleye Capital LLC | Exited· Q1 2026 | −$699K | −36K | −100.0% | Q1 2026 | |||||
|
Squarepoint Ops LLC
· Exited
−$629K
Change
−32K
Δ Own
−100.0%
Date
Q1 2026
|
Squarepoint Ops LLC | Exited· Q1 2026 | −$629K | −32K | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Cvijic Christine Mikail
· Director
Sell
−$152K
|
Cvijic Christine Mikail | Director | Sell | $36.13 | −4K | −$152K | 84K | −4.8% | Jul 7, 2026 | Jul 7, 2026 | |||||||||
|
Cvijic Christine Mikail
· Director
Sell
−$22K
|
Cvijic Christine Mikail | Director | Sell | $36.02 | −600 | −$22K | 88K | −0.7% | Jul 6, 2026 | Jul 7, 2026 | |||||||||
|
Cvijic Christine Mikail
· Director
2 operations
−$141K
|
Cvijic Christine Mikail | Director | 2 operations | $34.58–$35.23 | −4K | −$141K | 89K | −4.4% | Jul 2, 2026 | Jul 2, 2026 | |||||||||
|
Cvijic Christine Mikail
· Director
Sell
−$25K
|
Cvijic Christine Mikail | Director | Sell | $34.06 | −739 | −$25K | 93K | −0.8% | Jul 1, 2026 | Jul 2, 2026 | |||||||||
|
Cvijic Christine Mikail
· Director
2 operations
−$300K
|
Cvijic Christine Mikail | Director | 2 operations | $30.07–$32.44 | −10K | −$300K | 94K | – | May 6, 2026 | May 8, 2026 | |||||||||
|
Shafer Christina
· Officer
Grant (A)
120K
|
Shafer Christina | Officer | Grant (A) | – | 120K | – | 120K | – | May 5, 2026 | May 7, 2026 | |||||||||
|
Cvijic Christine Mikail
· Officer
Sell
−$55K
|
Cvijic Christine Mikail | Officer | Sell | $21.62 | −3K | −$55K | 103K | – | Mar 26, 2026 | Mar 30, 2026 | |||||||||
|
McMinn Rachel
· Director, Officer
Sell
−$74K
|
McMinn Rachel | Director, Officer | Sell | $22.07 | −3K | −$74K | 1.3M | – | Mar 26, 2026 | Mar 30, 2026 | |||||||||
|
Jordan Julie
· Officer
Sell
−$18K
|
Jordan Julie | Officer | Sell | $21.89 | −828 | −$18K | 12K | – | Mar 26, 2026 | Mar 30, 2026 | |||||||||
|
Cobb Stuart
· Officer
3 operations
−$141K
|
Cobb Stuart | Officer | 3 operations | $20.41–$22.08 | −7K | −$141K | 30K | – | Mar 13, 2026 | Mar 17, 2026 | |||||||||
|
Cvijic Christine Mikail
· Officer
3 operations
−$84K
|
Cvijic Christine Mikail | Officer | 3 operations | $20.42–$22.02 | −4K | −$84K | 107K | – | Mar 13, 2026 | Mar 17, 2026 | |||||||||
|
Cvijic Christine Mikail
· Officer
Sell
−$121K
|
Cvijic Christine Mikail | Officer | Sell | $25.11 | −5K | −$121K | 110K | – | Feb 27, 2026 | Mar 3, 2026 | |||||||||
|
Cobb Stuart
· Officer
Grant (A)
16K
|
Cobb Stuart | Officer | Grant (A) | – | 16K | – | 37K | – | Feb 20, 2026 | Feb 24, 2026 | |||||||||
|
Jordan Julie
· Officer
2 operations
34K
|
Jordan Julie | Officer | 2 operations | – | 34K | – | 30K | – | Feb 20, 2026 | Feb 24, 2026 | |||||||||
|
Cvijic Christine Mikail
· Officer
2 operations
154K
|
Cvijic Christine Mikail | Officer | 2 operations | – | 154K | – | 132K | – | Feb 20, 2026 | Feb 24, 2026 | |||||||||
88 reporting institutions disclosed NGNE position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.