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II
Inspire Investing’s
New Mountain Finance
NMFC
Stock Holding History
Inspire Investing’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
2026
Q1
–
Sell
-50,906
Closed
-$469K
–
1144
2025
Q4
$469K
Buy
50,906
+4,000
+9%
+$37.7K
0.04%
443
2025
Q3
$452K
Buy
46,906
+10,062
+27%
+$104K
0.04%
660
2025
Q2
$389K
Buy
36,844
+5,548
+18%
+$57.2K
0.04%
599
2025
Q1
$345K
Sell
31,296
-4,159
-12%
-$47.4K
0.04%
429
2024
Q4
$399K
Buy
35,455
+1,188
+3%
+$13.7K
0.04%
680
2024
Q3
$411K
Buy
34,267
+5,668
+20%
+$69.2K
0.04%
685
2024
Q2
$350K
Buy
28,599
+330
+1%
+$4.13K
0.04%
661
2024
Q1
$358K
Sell
28,269
-1,896
-6%
-$24.1K
0.04%
617
2023
Q4
$384K
Buy
30,165
+6,523
+28%
+$83.1K
0.04%
569
2023
Q3
$306K
Sell
23,642
-1,609
-6%
-$20.5K
0.04%
644
2023
Q2
$314K
Buy
25,251
+3,121
+14%
+$37.6K
0.04%
568
2023
Q1
$269K
Buy
22,130
+3,101
+16%
+$39K
0.03%
770
2022
Q4
$235K
Buy
19,029
+986
+5%
+$12.1K
0.03%
573
2022
Q3
$208K
Buy
+18,043
New
+$230K
0.03%
398
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27.74%
1-Year Est. Return
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32.41%
1-Year Est. Return
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1-Year Est. Return
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$133B AUM
72.99%
1-Year Est. Return
DCM
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$712M AUM
18.57%
1-Year Est. Return
Russell Investments Group
London, United Kingdom
$93.1B AUM
28.26%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
Corient Private Wealth
Miami, Florida
$69.9B AUM
22.19%
1-Year Est. Return
NPT
National Philanthropic Trust
Jenkintown, Pennsylvania
$9.38B AUM
33.37%
1-Year Est. Return
MC
Muzinich & Co
New York
$286M AUM
21.05%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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