DKCM
TBRG

Davidson Kahn Capital Management’s TruBridge TBRG Stock Holding History

Davidson Kahn Capital Management’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
Q1 		– Sell
-32,335
Closed -$714K – 66
2025
Q4 		$714K Sell
32,335
-600
-2% -$12.6K 0.37% 44
2025
Q3 		$664K Buy
32,935
+10,255
+45% +$216K 0.37% 44
2025
Q2 		$548K Buy
+22,680
New +$556K 0.35% 48

Other funds holding TBRG

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Davidson Kahn Capital Management's TBRG Position: Q1 2026 in Review

Davidson Kahn Capital Management sold out of TruBridge (TBRG) in Q1 2026, closing a stake of 32,335 shares — an estimated $714K sold.

Davidson Kahn Capital Management first reported a position in TBRG in Q2 2025 and held it in 3 quarters. The position peaked at $714K in Q4 2025. 95 funds tracked by Wall St. Rank hold TBRG as of Q1 2026.

  • Davidson Kahn Capital Management reported no remaining TruBridge position as of Q1 2026 after selling out during the quarter.
  • Davidson Kahn Capital Management sold 32,335 TruBridge shares in Q1 2026, an estimated $714K.
  • Davidson Kahn Capital Management first reported a position in TruBridge in Q2 2025 and held it in 3 quarters.
  • Davidson Kahn Capital Management's TruBridge position peaked at $714K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held TruBridge as of Q1 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.