NVIDIA CORP (NVDA) Institutional Selling Activity
Several institutional investors tracked by InsiderSet reduced exposure to NVIDIA CORP (NVDA) during the quarter ended March 31, 2026 based on sequential SEC Form 13F filings.
The largest disclosed institutional seller of NVDA during the latest reporting period reduced its reported position by approximately $887.22M based on quarter-end filing values.
Institutional selling activity may reflect profit-taking, sector rotation, portfolio rebalancing, or changing conviction levels among major investment firms. InsiderSet tracks quarter-over-quarter holding reductions, full exits, estimated value changes, and historical selling activity using publicly disclosed SEC filing data.
The investors covered on this page collectively reduced approximately $8.36B in reported NVDA exposure during the latest filing period, although many institutional holders continue to maintain significant long-term ownership positions in NVIDIA CORP.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Third Point | Sell | -2,760,000 | 190,000 | $33,136,000 |
| Q1 2026 | Polen Capital Management | Sell | -1,223,865 | 4,104,247 | $715,780,775 |
| Q1 2026 | Jensen Investment Management | Sell | -621,721 | 1,632,015 | $284,623,416 |
| Q1 2026 | Appaloosa Management | Sell | -228,500 | 1,471,500 | $256,629,600 |
| Q1 2026 | ARK Invest | Sell | -219,151 | 1,035,426 | $180,578,233 |
| Q1 2026 | Mairs & Power Growth Fund | Sell | -188,297 | 4,761,351 | $830,379,664 |
| Q1 2026 | Parnassus Endeavor Fund | Sell | -162,291 | 9,438,607 | $1,646,093,061 |
| Q1 2026 | Cullen Value Fund | Sell | -300 | 107,682 | $18,779,738 |
| Q1 2026 | Matrix Advisors Value Fund | Sell | -200 | 7,855 | $1,369,947 |
| Q1 2026 | Causeway Capital Management | Sell | -169 | 3,589 | $625,922 |
| Q4 2025 | Renaissance Technologies LLC | Sell | -4,757,185 | 871,420 | $162,519,830 |
| Q4 2025 | Parnassus Endeavor Fund | Sell | -2,785,441 | 9,600,898 | $1,790,567,477 |
| Q4 2025 | Polen Capital Management | Sell | -968,922 | 5,328,112 | $993,692,985 |
| Q4 2025 | Tiger Global Management | Sell | -698,000 | 11,011,752 | $2,053,691,748 |
| Q4 2025 | Mairs & Power Growth Fund | Sell | -626,772 | 4,949,648 | $923,109,405 |
| Q4 2025 | Appaloosa Management | Sell | -200,000 | 1,700,000 | $317,050,000 |
| Q4 2025 | Cullen Value Fund | Sell | -4,600 | 107,982 | $19,961,550 |
| Q4 2025 | Matrix Private Capital Group | Sell | -945 | 15,242 | $2,842,633 |
| Q4 2025 | Matrix Advisors Value Fund | Sell | -303 | 8,055 | $1,502,295 |
| Q4 2025 | Eagle Capital Management | Sell | -75 | 2,311 | $431 |
| Q4 2025 | Causeway Capital Management | Sell | -47 | 3,758 | $700,867 |
| Q3 2025 | Parnassus Endeavor Fund | Sell | -2,023,308 | 12,386,339 | $2,311,043,130 |
| Q3 2025 | Renaissance Technologies LLC | Sell | -1,794,139 | 5,628,605 | $1,050,193,666 |
| Q3 2025 | H&H International Investment | Sell | -367,000 | 597,800 | $111,537,524 |
| Q3 2025 | Mairs & Power Growth Fund | Sell | -236,451 | 5,576,420 | $1,040,448,401 |
| Q3 2025 | Dodge & Cox Stock Fund | Sell | -115,404 | 3,400 | $634,372 |
| Q3 2025 | Matrix Private Capital Group | Sell | -1,523 | 16,187 | $3,020,333 |
| Q3 2025 | Eagle Capital Management | Sell | -76 | 2,386 | $445 |
| Q3 2025 | Matrix Advisors Value Fund | Sell | -63 | 8,358 | $1,559,473 |
| Q2 2025 | Viking Global Investors | Sell | -2,861,172 | 3,681,935 | $581,708,911 |
Frequently asked questions about NVDA activity
Which institutional owners are buying NVDA?
Institutional owners buying NVDA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in NVDA activity?
"Buy" means an investor increased their reported position in NVDA compared to the prior reporting period. This reflects growing exposure to NVIDIA CORP (NVDA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NVDA increasing?
Institutional interest in NVDA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.