NEUBERGER BERMAN NEXT GENERA

Historical 13F Holders

Symbol
NBXG
CUSIP
64133Q108
All holders as of
Q2 2026
Type
Equity
Class
COMMON STOCK
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 64133Q108 since 12/18/2024, newest first.

Filer % of Class Filed
Morgan Stanley 13G
5.4% 5/6/2025
Event 3/31/2025
Morgan Stanley 13G
5.4% 5/6/2025
Event 3/31/2025
Saba Capital Management, L.P. 13D/A Amendment 6
9.7% 3/7/2025
Event 3/5/2025
Saba Capital Management, L.P. 13D/A Amendment 5
9.5% 2/25/2025
Event 2/24/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 3 54.7 k $859 k
2026 Q2 103 32.9 M $543 M
2026 Q1 92 32.4 M $417 M
2025 Q4 98 32.3 M $466 M
2025 Q3 82 30.8 M $474 M
2025 Q2 81 32.0 M $467 M
2025 Q1 80 31.6 M $386 M
2024 Q4 84 29.6 M $377 M
2024 Q3 74 27.8 M $356 M
2024 Q2 76 31.0 M $401 M
2024 Q1 85 34.5 M $406 M
2023 Q4 82 31.2 M $341 M
2023 Q3 74 27.2 M $284 M
2023 Q2 70 26.9 M $293 M
2023 Q1 65 26.2 M $273 M
2022 Q4 68 25.5 M $232 M
2022 Q3 60 21.1 M $199 M
2022 Q2 53 18.1 M $180 M
2022 Q1 41 13.7 M $191 M
2021 Q4 48 13.0 M $225 M
2021 Q3 20 3.41 M $65.0 M
2021 Q2 12 954 k $19.1 M