C
TBRG

Covestor’s TruBridge TBRG Stock Holding History

Covestor’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1K Buy
44
+18
+69% +$441 ﹤0.01% 2403
2026
Q1 		$0 Buy
26
+10
+63% +$191 ﹤0.01% 2853
2025
Q4 		$0 Sell
16
-398
-96% -$8.33K ﹤0.01% 2822
2025
Q3 		$8K Sell
414
-42
-9% -$883 ﹤0.01% 1781
2025
Q2 		$11K Sell
456
-357
-44% -$8.76K 0.01% 1572
2025
Q1 		$22K Sell
813
-2,006
-71% -$52.3K 0.01% 1181
2024
Q4 		$56K Buy
2,819
+479
+20% +$7.38K 0.04% 819
2024
Q3 		$28K Sell
2,340
-69
-3% -$803 0.02% 1093
2024
Q2 		$24K Buy
2,409
+2,298
+2,070% +$20.9K 0.02% 1147
2024
Q1 		$1K Buy
111
+18
+19% +$174 ﹤0.01% 2152
2023
Q4 		$1K Buy
93
+25
+37% +$317 ﹤0.01% 2056
2023
Q3 		$1K Buy
68
+22
+48% +$449 ﹤0.01% 2026
2023
Q2 		$1K Sell
46
-107
-70% -$2.79K ﹤0.01% 2040
2023
Q1 		$5K Buy
153
+31
+25% +$903 ﹤0.01% 1581
2022
Q4 		$3K Hold
122
– – ﹤0.01% 1735
2022
Q3 		$3K Buy
122
+72
+144% +$2.22K ﹤0.01% 1661
2022
Q2 		$2K Sell
50
-80
-62% -$2.59K ﹤0.01% 1653
2022
Q1 		$4K Buy
130
+93
+251% +$2.84K ﹤0.01% 1576
2021
Q4 		$1K Buy
+37
New +$1.21K ﹤0.01% 2004

Other funds holding TBRG

GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
NCM
Nellore Capital Management Redwood City, California $901M AUM 6.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Covestor's TBRG Position: Q2 2026 in Review

Covestor increased its TruBridge (TBRG) stake by 69% in Q2 2026, buying an estimated $441 and bringing the position to 44 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Covestor first reported a position in TBRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $56K in Q4 2024. 115 funds tracked by Wall St. Rank hold TBRG as of Q2 2026.

  • Covestor held 44 shares of TruBridge worth $1K as of Q2 2026.
  • Covestor bought 18 TruBridge shares in Q2 2026, an estimated $441.
  • TruBridge made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2403 holding.
  • Covestor first reported a position in TruBridge in Q4 2021 and has held it in 19 quarters since.
  • Covestor's TruBridge position peaked at $56K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held TruBridge as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.