Titelia

Fund shareholders of TruBridge Inc

ISIN US2053061030 · United States · LEI 5493005Q6CJC78TGL805

Fund shareholders
136
Of which ETFs
32 104 other funds
Value held
49.4M $
Share of capital
17.0 % of 14.9M shares on Mar 26, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 446,2666.5M $0.00 %2.99 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 229,4143.4M $0.00 %1.54 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 159,1374.1M $0.22 %1.07 %as of Apr 30, 2026
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 143,6183.7M $0.17 %0.96 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 114,1451.7M $0.00 %0.77 %as of Mar 31, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 102,1982.6M $0.02 %0.69 %as of Apr 30, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 92,7682.4M $0.01 %0.62 %as of Apr 30, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 81,6702.1M $0.02 %0.55 %as of Apr 30, 2026
iShares Russell 2000 Growth ETF iShares Trust 74,2981.1M $0.01 %0.50 %as of Mar 31, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 70,9261.8M $0.01 %0.48 %as of Apr 30, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 59,8311.5M $0.01 %0.40 %as of Apr 30, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 52,2691M $0.00 %0.35 %as of Feb 28, 2026
Paradigm Micro-Cap Fund PARADIGM FUNDS 52,062762.2K $0.57 %0.35 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 49,372952.4K $0.01 %0.33 %as of Feb 28, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 48,6871.3M $0.01 %0.33 %as of Apr 30, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 48,037926.6K $0.00 %0.32 %as of Feb 28, 2026
Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 43,565637.8K $0.16 %0.29 %as of Mar 31, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 40,4981M $0.01 %0.27 %as of Apr 30, 2026
iShares US Small Cap Value Factor ETF iShares Trust 33,433489.5K $0.29 %0.22 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 28,607551.8K $0.02 %0.19 %as of Feb 28, 2026
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 25,792377.6K $0.25 %0.17 %as of Mar 31, 2026
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 24,673475.9K $0.09 %0.17 %as of Feb 28, 2026
iShares Micro-Cap ETF iShares Trust 23,491343.9K $0.03 %0.16 %as of Mar 31, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 23,443602.5K $0.01 %0.16 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 20,972539K $0.01 %0.14 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 20,914537.5K $0.02 %0.14 %as of Apr 30, 2026
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 20,912403.4K $0.26 %0.14 %as of Feb 28, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 20,099387.7K $0.00 %0.13 %as of Feb 28, 2026
Master Small Cap Index Series Quantitative Master Series LLC 17,308253.4K $0.01 %0.12 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 15,562300.2K $0.00 %0.10 %as of Feb 28, 2026
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 15,459298.2K $0.12 %0.10 %as of Feb 28, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 14,864382K $0.00 %0.10 %as of Apr 30, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 14,291275.7K $0.03 %0.10 %as of Feb 28, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 12,974333.4K $0.01 %0.09 %as of Apr 30, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 12,294180K $0.03 %0.08 %as of Mar 31, 2026
Ultra-Small Company Fund Bridgeway Funds, Inc. 12,000175.7K $0.21 %0.08 %as of Mar 31, 2026
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 11,615170K $0.06 %0.08 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 11,435167.4K $0.00 %0.08 %as of Mar 31, 2026
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 11,256217.1K $0.03 %0.08 %as of Feb 28, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 10,618204.8K $0.00 %0.07 %as of Feb 28, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 10,300150.8K $0.12 %0.07 %as of Mar 31, 2026
AQR Small Cap Multi-Style Fund AQR Funds 9,887144.7K $0.10 %0.07 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 9,434138.1K $0.00 %0.06 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 9,103175.6K $0.01 %0.06 %as of Feb 28, 2026
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 8,686167.6K $0.56 %0.06 %as of Feb 28, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 8,348161K $0.00 %0.06 %as of Feb 28, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,905203.2K $0.00 %0.05 %as of Apr 30, 2026
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 7,847114.9K $0.17 %0.05 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,600111.3K $0.01 %0.05 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7,530110.2K $0.00 %0.05 %as of Mar 31, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 7,157104.8K $0.01 %0.05 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,089182.2K $0.00 %0.05 %as of Apr 30, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 6,539168.1K $0.00 %0.04 %as of Apr 30, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 6,11489.5K $0.00 %0.04 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,730147.3K $0.02 %0.04 %as of Apr 30, 2026
Small Cap Core Fund Northern Funds 5,65682.8K $0.02 %0.04 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 5,408139K $0.00 %0.04 %as of Apr 30, 2026
Small Cap Index Fund Northern Funds 5,16075.5K $0.01 %0.03 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,079130.5K $0.02 %0.03 %as of Apr 30, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 4,079104.8K $0.01 %0.03 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 4,06278.4K $0.01 %0.03 %as of Feb 28, 2026
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 3,70195.1K $0.17 %0.02 %as of Apr 30, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,60952.8K $0.01 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,56052.1K $0.01 %0.02 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 3,53490.8K $0.00 %0.02 %as of Apr 30, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 3,23247.3K $0.05 %0.02 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,10045.4K $0.00 %0.02 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 2,74670.6K $0.00 %0.02 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 2,69439.4K $0.01 %0.02 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 2,40035.1K $0.00 %0.02 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 2,33034.1K $0.00 %0.02 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,23943.2K $0.02 %0.02 %as of Feb 28, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,18542.1K $0.03 %0.01 %as of Feb 28, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 1,93828.4K $0.01 %0.01 %as of Mar 31, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,91049.1K $0.00 %0.01 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,88127.5K $0.00 %0.01 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 1,85027.1K $0.00 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 1,65042.4K $0.01 %0.01 %as of Apr 30, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,63624K $0.01 %0.01 %as of Mar 31, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,63323.9K $0.01 %0.01 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1,61441.5K $0.00 %0.01 %as of Apr 30, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,49738.5K $0.01 %0.01 %as of Apr 30, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,40436.1K $0.00 %0.01 %as of Apr 30, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,36135K $0.00 %0.01 %as of Apr 30, 2026
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 1,27518.7K $0.00 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,27518.7K $0.01 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,25618.4K $0.01 %0.01 %as of Mar 31, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,24818.3K $0.00 %0.01 %as of Mar 31, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,17417.2K $0.01 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,13629.2K $0.01 %0.01 %as of Apr 30, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 1,10016.1K $0.00 %0.01 %as of Mar 31, 2026
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,06715.6K $0.01 %0.01 %as of Mar 31, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,02014.9K $0.01 %0.01 %as of Mar 31, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 97114.2K $0.00 %0.01 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 91023.4K $0.00 %0.01 %as of Apr 30, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 88722.8K $0.01 %0.01 %as of Apr 30, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 88012.9K $0.00 %0.01 %as of Mar 31, 2026
Longview Advantage ETF RBB Fund Trust 87316.8K $0.00 %0.01 %as of Feb 28, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 86716.7K $0.00 %0.01 %as of Feb 28, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 82712.1K $0.01 %0.01 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Paradigm Micro-Cap Fund PARADIGM FUNDS 0.57 %as of Mar 31, 2026
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 0.56 %as of Feb 28, 2026
iShares US Small Cap Value Factor ETF iShares Trust 0.29 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 0.26 %as of Feb 28, 2026
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 0.25 %as of Mar 31, 2026
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 0.22 %as of Apr 30, 2026
Ultra-Small Company Fund Bridgeway Funds, Inc. 0.21 %as of Mar 31, 2026
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 0.17 %as of Apr 30, 2026
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 0.17 %as of Apr 30, 2026
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 0.17 %as of Mar 31, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2136-42,540,943-7.3 %
2026Q1140-52,741,031+0.2 %
2025Q4145+272,736,881+6.6 %
2025Q3118+542,568,380+30.0 %
2025Q264+41,976,073-15.7 %
2025Q160-52,345,289-18.3 %
2024Q465-452,870,231-26.2 %
2024Q3110-383,889,320-12.7 %
2024Q2148-74,455,419-5.3 %
2024Q1155-314,702,634+2.1 %
2023Q41864,603,939

Institutional managers

87 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Nellore Capital Management LLC988,44614.5M $as of Mar 31, 2026
BlackRock, Inc.732,87110.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP562,8498.2M $as of Mar 31, 2026
MARTIN & CO INC /TN/448,6506.6M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC295,4754.3M $as of Mar 31, 2026
FEDERATED HERMES, INC.292,4144.3M $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC283,8394.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC250,9683.7M $as of Mar 31, 2026
STATE STREET CORP195,2182.9M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC158,4672.3M $as of Mar 31, 2026
MORGAN STANLEY107,0471.6M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC101,2621.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC95,3811.4M $as of Mar 31, 2026
SEGALL BRYANT & HAMILL, LLC94,4721.4M $as of Mar 31, 2026
NORTHERN TRUST CORP90,7651.3M $as of Mar 31, 2026
Kestra Advisory Services, LLC60,448885K $as of Mar 31, 2026
D. E. Shaw & Co., Inc.56,110821.5K $as of Mar 31, 2026
UBS Group AG52,150763.5K $as of Mar 31, 2026
PARADIGM CAPITAL MANAGEMENT INC/NY52,062762.2K $as of Mar 31, 2026
LAZARD ASSET MANAGEMENT LLC51,977760.9K $as of Mar 31, 2026
Creative Planning49,789728.9K $as of Mar 31, 2026
TRUSTMARK BANK TRUST DEPARTMENT46,800685.2K $as of Mar 31, 2026
MARSHALL WACE, LLP44,182646.8K $as of Mar 31, 2026
SEI INVESTMENTS CO43,422635.7K $as of Mar 31, 2026
JANE STREET GROUP, LLC37,122543.5K $as of Mar 31, 2026

Declared shareholders of TruBridge Inc

4 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
L6 Holdings Inc. and 1 other14.30 %2,130,000as of Apr 23, 2026 · SCHEDULE 13D
Ocho Investments LLC and 1 other7.50 %1,118,554as of Apr 23, 2026 · SCHEDULE 13D
Glazer Capital, LLC and 1 other5.37 %804,987as of May 5, 2026 · SCHEDULE 13G
GRAN FONDO CAPITAL B.V. and 1 other4.20 %632,451as of Apr 27, 2026 · SCHEDULE 13D
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Titelia. "Fund shareholders of TruBridge Inc". https://titelia.com/en/stocks/trubridge-inc-US2053061030