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NMFC icon

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

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Inspire Investing's NMFC Position: Q1 2026 in Review

Inspire Investing sold out of New Mountain Finance (NMFC) in Q1 2026, closing a stake of 50,906 shares — an estimated $469K sold.

Inspire Investing first reported a position in NMFC in Q3 2022 and held it in 14 quarters. The position peaked at $469K in Q4 2025. 155 funds tracked by Wall St. Rank hold NMFC as of Q1 2026.

  • Inspire Investing reported no remaining New Mountain Finance position as of Q1 2026 after selling out during the quarter.
  • Inspire Investing sold 50,906 New Mountain Finance shares in Q1 2026, an estimated $469K.
  • Inspire Investing first reported a position in New Mountain Finance in Q3 2022 and held it in 14 quarters.
  • Inspire Investing's New Mountain Finance position peaked at $469K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held New Mountain Finance as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.