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TruBridge, Inc. (TBRG) institutional ownership

Latest close $26.24 Jul 13, 2026
Market cap$309M 52-week range $26.24 - $26.24 SectorHealthcare
Funds holding · Q1 2026
89
reported TBRG position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
47 buyers · 42 sellers

TruBridge, Inc. (TBRG) price and institutional activity

Dates

Q1 2026

$0 bought by 47 investors
Nellore Capital Management LLCDimensional +45 more
$0 sold by 42 investors
Paradigm Capital Management IncAcadian Asset Management LLC +40 more
Bought Sold Totals per quarter; hover a bar for the names.

TruBridge, Inc. (TBRG) institutional activity · 89

Investor Type Est. change Change Δ Own Date
Paradigm Capital Management Inc · Reduced
Change −287K Date Q1 2026
Paradigm Capital Management Inc Reduced· Q1 2026 −287K Q1 2026
Acadian Asset Management LLC · Exited
Change −108K Δ Own −100.0% Date Q1 2026
Acadian Asset Management LLC Exited· Q1 2026 −108K −100.0% Q1 2026
Forest Hill Capital, LLC · Exited
Change −101K Δ Own −100.0% Date Q1 2026
Forest Hill Capital, LLC Exited· Q1 2026 −101K −100.0% Q1 2026
Nellore Capital Management LLC · Added
Change +73K Date Q1 2026
Nellore Capital Management LLC Added· Q1 2026 +73K Q1 2026
Dimensional · Added
Change +54K Date Q1 2026
Dimensional Added· Q1 2026 +54K Q1 2026
Lazard Asset Management LLC · New
Change +52K Date Q1 2026
Lazard Asset Management LLC New· Q1 2026 +52K Q1 2026
Creative Planning · New
Change +50K Date Q1 2026
Creative Planning New· Q1 2026 +50K Q1 2026
Los Angeles Capital Management LLC · Reduced
Change −50K Date Q1 2026
Los Angeles Capital Management LLC Reduced· Q1 2026 −50K Q1 2026
D. E. Shaw & Co., Inc. · Reduced
Change −38K Δ Own −40.1% Date Q1 2026
D. E. Shaw & Co., Inc. Reduced· Q1 2026 −38K −40.1% Q1 2026
Jane Street Group, LLC · New
Change +37K Date Q1 2026
Jane Street Group, LLC New· Q1 2026 +37K Q1 2026
Two Sigma Investments, LP · Reduced
Change −35K Δ Own −64.2% Date Q1 2026
Two Sigma Investments, LP Reduced· Q1 2026 −35K −64.2% Q1 2026
Federated Hermes, Inc. · Reduced
Change −34K Date Q1 2026
Federated Hermes, Inc. Reduced· Q1 2026 −34K Q1 2026
Principal Financial Group Inc · Exited
Change −33K Δ Own −100.0% Date Q1 2026
Principal Financial Group Inc Exited· Q1 2026 −33K −100.0% Q1 2026
AQR Capital Management LLC · Added
Change +32K Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +32K Q1 2026
Davidson Kahn Capital Management, LLC · Exited
Change −32K Δ Own −100.0% Date Q1 2026
Davidson Kahn Capital Management, LLC Exited· Q1 2026 −32K −100.0% Q1 2026
Data through Q1 2026 · filed May 22, 2026
15 of 89

Famous investor activity in TruBridge, Inc. (TBRG)

TruBridge, Inc. (TBRG) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Pinetree Capital Ltd. · 10% Owner 2 operations -$78M
Price $26.25 Qty -3.0M Owned 0 Trade date Jul 9, 2026 Filed date Jul 10, 2026
Pinetree Capital Ltd. 10% Owner 2 operations $26.25 -3.0M -$78M 0 Jul 9, 2026 Jul 10, 2026
Leonard Damien · Director 2 operations -$78M
Price $26.25 Qty -3.0M Owned 0 Trade date Jul 9, 2026 Filed date Jul 10, 2026
Leonard Damien Director 2 operations $26.25 -3.0M -$78M 0 Jul 9, 2026 Jul 10, 2026
Anquillare Mark V · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$566K
Price $26.25 Qty -22K Owned 0 ΔOwn −100.0% Trade date Jul 9, 2026 Filed date Jul 10, 2026
Anquillare Mark V Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale $26.25 -22K -$566K 0 −100.0% Jul 9, 2026 Jul 10, 2026
Benjamin Regina M. · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$1.0M
Price $26.25 Qty -39K Owned 0 ΔOwn −100.0% Trade date Jul 9, 2026 Filed date Jul 10, 2026
Benjamin Regina M. Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale $26.25 -39K -$1.0M 0 −100.0% Jul 9, 2026 Jul 10, 2026
Canada Jerry G. Jr · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$115K
Price $26.25 Qty -4K Owned 0 ΔOwn −100.0% Trade date Jul 9, 2026 Filed date Jul 10, 2026
Canada Jerry G. Jr Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale $26.25 -4K -$115K 0 −100.0% Jul 9, 2026 Jul 10, 2026
Upitis Andris · Director 2 operations -$29M
Price $26.25 Qty -1.1M Owned 0 Trade date Jul 9, 2026 Filed date Jul 10, 2026
Upitis Andris Director 2 operations $26.25 -1.1M -$29M 0 Jul 9, 2026 Jul 10, 2026
O'Keefe Amy K. · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$198K
Price $26.25 Qty -8K Owned 0 ΔOwn −100.0% Trade date Jul 9, 2026 Filed date Jul 10, 2026
O'Keefe Amy K. Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale $26.25 -8K -$198K 0 −100.0% Jul 9, 2026 Jul 10, 2026
Hjelm Christopher T. · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$829K
Price $26.25 Qty -32K Owned 0 ΔOwn −100.0% Trade date Jul 9, 2026 Filed date Jul 10, 2026
Hjelm Christopher T. Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale $26.25 -32K -$829K 0 −100.0% Jul 9, 2026 Jul 10, 2026
Dye David A. · Director 2 operations -$3.3M
Price $26.25 Qty -126K Owned 0 Trade date Jul 9, 2026 Filed date Jul 10, 2026
Dye David A. Director 2 operations $26.25 -126K -$3.3M 0 Jul 9, 2026 Jul 10, 2026
Tobin Glenn · Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale -$1.3M
Price $26.25 Qty -51K Owned 0 ΔOwn −100.0% Trade date Jul 9, 2026 Filed date Jul 10, 2026
Tobin Glenn Director Shares transferred outside the market (D), often for tax or as a gift, not a market sale $26.25 -51K -$1.3M 0 −100.0% Jul 9, 2026 Jul 10, 2026
Macintyre Vita · Officer 2 operations -3K
Price $26.25 Owned 0 ΔOwn −100.0% Trade date Jul 9, 2026 Filed date Jul 10, 2026
Macintyre Vita Officer 2 operations $26.25 -3K 0 −100.0% Jul 9, 2026 Jul 10, 2026
Daughton Michael · Officer 2 operations -68K
Price $26.25 Owned 0 ΔOwn −100.0% Trade date Jul 9, 2026 Filed date Jul 10, 2026
Daughton Michael Officer 2 operations $26.25 -68K 0 −100.0% Jul 9, 2026 Jul 10, 2026
Harse David · Officer 2 operations -21K
Price $26.25 Owned 0 ΔOwn −100.0% Trade date Jul 9, 2026 Filed date Jul 10, 2026
Harse David Officer 2 operations $26.25 -21K 0 −100.0% Jul 9, 2026 Jul 10, 2026
Plessner Kevin · Officer 2 operations -15K
Price $26.25 Owned 0 ΔOwn −100.0% Trade date Jul 9, 2026 Filed date Jul 10, 2026
Plessner Kevin Officer 2 operations $26.25 -15K 0 −100.0% Jul 9, 2026 Jul 10, 2026
Wilson Merideth · Officer 2 operations -12K
Price $26.25 Owned 0 ΔOwn −100.0% Trade date Jul 9, 2026 Filed date Jul 10, 2026
Wilson Merideth Officer 2 operations $26.25 -12K 0 −100.0% Jul 9, 2026 Jul 10, 2026
15 of 56
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TruBridge, Inc. (TBRG) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Pinetree Capital Ltd. 1.6M
% of shares outstanding 10.8% Filing date Jul 2, 2024
Pinetree Capital Ltd. 1.6M 10.8% Jul 2, 2024
Vanguard Group Inc 831K
% of shares outstanding 5.7% Filing date Feb 13, 2024
Vanguard Group Inc 831K 5.7% Feb 13, 2024
Ocho Investments LLC 849K
% of shares outstanding 5.7% Filing date Aug 16, 2024
Ocho Investments LLC 849K 5.7% Aug 16, 2024
Glazer Capital, LLC 805K
% of shares outstanding 5.4% Filing date May 12, 2026
Glazer Capital, LLC 805K 5.4% May 12, 2026
Rorema Beheer B.V. 760K
% of shares outstanding 5.1% Filing date Jun 10, 2024
Rorema Beheer B.V. 760K 5.1% Jun 10, 2024
Cove Street Capital, LLC 706K
% of shares outstanding 4.9% Filing date Apr 19, 2024
Cove Street Capital, LLC 706K 4.9% Apr 19, 2024
River Road Asset Management, LLC 623K
% of shares outstanding 4.3% Filing date Mar 6, 2024
River Road Asset Management, LLC 623K 4.3% Mar 6, 2024
Camac Partners, LLC 405K
% of shares outstanding 2.7% Filing date Jul 1, 2026
Camac Partners, LLC 405K 2.7% Jul 1, 2026
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TruBridge, Inc. (TBRG) ownership FAQ

Who owns TBRG?

89 reporting institutions disclosed TBRG position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

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.

What are activist and large shareholder filings?

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.

Where does this data come from?

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.

Why are ownership reports delayed?

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.

How are missing table values shown?

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.