Hexagon Capital Partners’s New Mountain Finance NMFC Stock Holding History

Hexagon Capital Partners’s Portfolio NMFC Stock Details NMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-408	Closed	-$4.5K	–	1134
2025 Q1	$4.5K	Sell	408 -217	-35%	-$2.47K	﹤0.01%	1203
2024 Q4	$7.04K	Buy	625 +475	+317%	+$5.48K	﹤0.01%	1113
2024 Q3	$1.8K	Hold	150	–	–	﹤0.01%	1242
2024 Q2	$1.84K	Hold	150	–	–	﹤0.01%	1188
2024 Q1	$1.9K	Hold	150	–	–	﹤0.01%	1177
2023 Q4	$1.91K	Hold	150	–	–	﹤0.01%	1137
2023 Q3	$1.94K	Hold	150	–	–	﹤0.01%	1069
2023 Q2	$1.87K	Hold	150	–	–	﹤0.01%	1085
2023 Q1	$1.83K	Hold	150	–	–	﹤0.01%	1085
2022 Q4	$1.86K	Hold	150	–	–	﹤0.01%	1099
2022 Q3	$2K	Hold	150	–	–	﹤0.01%	1126
2022 Q2	$2K	Hold	150	–	–	﹤0.01%	979
2022 Q1	$2K	Hold	150	–	–	﹤0.01%	809
2021 Q4	$2K	Hold	150	–	–	﹤0.01%	772
2021 Q3	$2K	Hold	150	–	–	﹤0.01%	773
2021 Q2	$2K	Hold	150	–	–	﹤0.01%	736
2021 Q1	$1K	Hold	150	–	–	﹤0.01%	715
2020 Q4	$1K	Buy	+150	New	+$1.61K	﹤0.01%	687

Other funds holding NMFC

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Hexagon Capital Partners's NMFC Position: Q2 2025 in Review

Hexagon Capital Partners sold out of New Mountain Finance (NMFC) in Q2 2025, closing a stake of 408 shares — an estimated $4.5K sold.

Hexagon Capital Partners first reported a position in NMFC in Q4 2020 and held it in 18 quarters. The position peaked at $7.04K in Q4 2024. 164 funds tracked by Wall St. Rank hold NMFC as of Q2 2025.

Hexagon Capital Partners reported no remaining New Mountain Finance position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 408 New Mountain Finance shares in Q2 2025, an estimated $4.5K.
Hexagon Capital Partners first reported a position in New Mountain Finance in Q4 2020 and held it in 18 quarters.
Hexagon Capital Partners's New Mountain Finance position peaked at $7.04K in Q4 2024.
164 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.