NCSM Institutional Ownership & Shareholders

NCS MULTISTAGE HOLDINGS INC (NCSM) is currently held by 32 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $85.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Advent International, L.P. is currently the largest disclosed institutional shareholder of NCSM tracked by InsiderSet, reporting ownership valued at approximately $65.23M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $78.87M, representing an estimated gain of +20.92% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed NCSM value among the investors covered in this analysis. Major shareholders include Advent International, L.P., Truffle Hound Capital, Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in NCS MULTISTAGE HOLDINGS INC (NCSM).

This page ranks the largest institutional NCSM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

32

Total Reported Value

$85.63M

Largest Holder

Advent International, L.P.

Largest Position

$65.23M

Insider Transactions (90d)

14

Latest Filing Quarter

Q2 2026

New Institutional Positions

53

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Advent International, L.P.0.37%1,478,426$65,228,155$78,874,027+$13,645,872+20.92%
Truffle Hound Capital, Llc2.23%80,000$3,529,600$4,268,000+$738,400+20.92%
Vanguard Capital Management Llc0.00%36,748$1,621,322$1,960,506+$339,184+20.92%
Yakira Capital Management, Inc.0.47%35,853$1,581,834$1,912,758+$330,924+20.92%
Tocqueville Asset Management L.P.0.02%34,696$1,530,788$1,851,032+$320,244+20.92%
Arrowmark Colorado Holdings Llc0.06%34,455$1,520,155$1,838,174+$318,019+20.92%
Dimensional Fund Advisors Lp0.00%32,518$1,434,612$1,734,835+$300,223+20.93%
Bridgeway Capital Management, Llc0.02%31,345$1,382,941$1,672,256+$289,315+20.92%
Empowered Funds, Llc0.00%21,345$941,741$1,138,756+$197,015+20.92%
Goldman Sachs Group Inc0.00%21,173$934,153$1,129,580+$195,427+20.92%
Marshall Wace, Llp0.00%19,287$850,943$1,028,961+$178,018+20.92%
Captrust Financial Advisors0.00%15,761$695,375$840,849+$145,474+20.92%
Acadian Asset Management Llc0.00%13,718$603,000$731,855+$128,855+21.37%
Renaissance Technologies LLCJim Simons0.00%12,040$531,205$642,334+$111,129+20.92%
Victory Capital Management Inc0.00%11,060$487,967$590,051+$102,084+20.92%
Geode Capital Management, Llc0.00%10,803$476,719$576,340+$99,621+20.90%
Omers Administration Corp0.00%10,500$463,260$560,175+$96,915+20.92%
Citadel Advisors Llc0.00%9,040$398,845$482,284+$83,439+20.92%
Fortress Investment Group Llc0.07%8,544$376,961$455,822+$78,861+20.92%
Trexquant Investment Lp0.00%6,918$305,222$369,075+$63,853+20.92%
Xtx Topco Ltd0.00%5,078$224,041$270,911+$46,870+20.92%
Vanguard Fiduciary Trust Co0.00%5,031$221,968$268,404+$46,436+20.92%
Blackrock, Inc.0.00%2,998$132,272$159,943+$27,671+20.92%
Ubs Group Ag0.00%1,154$50,914$61,566+$10,652+20.92%
Pnc Financial Services Group, Inc.0.00%798$35,208$42,573+$7,365+20.92%
Bnp Paribas Financial Markets0.00%700$30,884$37,345+$6,461+20.92%
Vanguard Global Advisers, Llc0.00%512$22,589$27,315+$4,726+20.92%
Osaic Holdings, Inc.0.00%293$12,927$15,632+$2,705+20.92%
Vsm Wealth Advisory, Llc0.00%66$2,912$3,521+$609+20.92%
Jpmorgan Chase & Co0.00%55$2,412$2,934+$522+21.65%
Morgan Stanley0.00%31$1,370$1,654+$284+20.72%
Jones Financial Companies Lllp0.00%26$1,155$1,387+$232+20.10%
Showing 32 of 32

Frequently asked questions about NCSM

  • Who are the largest institutional holders of NCSM?

    The largest institutional holders of NCSM reported in the latest SEC Form 13F filings include Advent International, L.P., Truffle Hound Capital, Llc, Vanguard Capital Management Llc, Yakira Capital Management, Inc., and Tocqueville Asset Management L.P.. InsiderSet ranks institutional holders by their latest reported NCSM position.

  • What is NCSM institutional ownership?

    This page tracks NCSM positions reported by institutional investment managers through SEC Form 13F. NCS MULTISTAGE HOLDINGS INC (NCSM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own NCSM?

    InsiderSet currently tracks 32 institutional managers reporting NCSM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NCSM shareholders.

  • How much NCSM stock do institutions own?

    Institutional investment managers disclosed approximately $85.63M in NCSM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was NCSM institutional ownership last updated?

    The latest NCSM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional NCSM holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NCSM position after the reporting date.

  • Are institutions buying or selling NCSM?

    Institutional buying and selling can be analyzed by comparing NCSM positions across consecutive 13F reporting periods. InsiderSet's NCSM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NCSM ownership changes.

  • How has NCSM institutional ownership changed over time?

    InsiderSet tracks NCSM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.