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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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
Cite this page

Titelia. "Fund shareholders of TruBridge Inc". https://titelia.com/en/stocks/trubridge-inc-US2053061030