Question 1

Which hedge funds and institutional investors hold NEXT?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for NEXT shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for NEXT whale holdings?

Accepted Answer

Conviction level reflects how significant NEXT is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to NEXT, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for NEXT?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about NEXT?

Accepted Answer

QoQ changes for NEXT show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Citadel	4.3M	$33.2M	0.0%	$618.5B
State Street	3.5M	$27.2M	0.0%	$2896.4B
Millennium	2.6M	$19.6M	0.0%	$240.3B
Hotchkis & Wiley	1.9M	$14.5M	0.0%	$32.4B
Tudor	1.1M	$8.4M	0.0%	$53.9B
Balyasny	1.0M	$7.7M	0.0%	$77.1B
Citadel	572.3K	$4.4M	0.0%	$618.5B
Geode Capital	535.9K	$4.1M	0.0%	$1607.5B
Point72	456.8K	$3.5M	0.0%	$78.1B
Two Sigma	325.3K	$2.5M	0.0%	$123.9B
Citadel	300.0K	$2.3M	0.0%	$618.5B
DE Shaw	219.0K	$1.7M	0.0%	$166.3B
BlackRock	210.0K	$1.6M	—	$5723.5B
DE Shaw	200.0K	$1.5M	0.0%	$166.3B
ExodusPoint	157.9K	$1.2M	0.0%	$12.4B
Hudson Bay	150.0K	$1.1M	0.0%	$29.0B
Tudor	144.5K	$1.1M	0.0%	$53.9B
Tudor	120.0K	$919K	0.0%	$53.9B
Brevan Howard	107.9K	$827K	0.0%	$11.3B
Winton	88.1K	$675K	0.0%	$2.9B
Man Group	69.9K	$536K	0.0%	$55.1B
Schonfeld	67.2K	$515K	0.0%	$14.2B
Point72	63.0K	$483K	0.0%	$78.1B
Point72	19.3K	$148K	0.0%	$78.1B
Marshall Wace	7.4K	$57K	0.0%	$100.4B
Invesco	7.2K	$55K	—	$653.3B
Northern Trust	6.0K	$46K	—	$756.6B
Balyasny	582	$4K	—	$77.1B
Fidelity (FMR)	206	$2K	—	$1898.4B
AQR Capital	131	$1K	—	$218.4B

NEXT

Who Holds NEXT

Changes This Quarter