Investors Research Corp’s TruBridge TBRG Stock Holding History

Investors Research Corp’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
2025 Q2	–	Sell	-500	Closed	-$13.8K	–	973
2025 Q1	$13.8K	Sell	500 -900	-64%	-$23.4K	﹤0.01%	642
2024 Q4	$27.6K	Hold	1,400	–	–	0.01%	547
2024 Q3	$16.7K	Hold	1,400	–	–	﹤0.01%	628
2024 Q2	$14K	Hold	1,400	–	–	﹤0.01%	673
2024 Q1	$12.9K	Buy	1,400 +500	+56%	+$4.84K	﹤0.01%	681
2023 Q4	$10.1K	Sell	900 -500	-36%	-$6.34K	﹤0.01%	738
2023 Q3	$22.3K	Hold	1,400	–	–	0.01%	625
2023 Q2	$34.6K	Hold	1,400	–	–	0.01%	568
2023 Q1	$42.3K	Hold	1,400	–	–	0.01%	546
2022 Q4	$38.1K	Hold	1,400	–	–	0.01%	555
2022 Q3	$39K	Hold	1,400	–	–	0.01%	535
2022 Q2	$45K	Hold	1,400	–	–	0.01%	524
2022 Q1	$48K	Hold	1,400	–	–	0.01%	533
2021 Q4	$41K	Hold	1,400	–	–	0.01%	554
2021 Q3	$50K	Sell	1,400 -500	-26%	-$17K	0.02%	522
2021 Q2	$63K	Hold	1,900	–	–	0.02%	482
2021 Q1	$58K	Hold	1,900	–	–	0.02%	489
2020 Q4	$51K	Hold	1,900	–	–	0.02%	539
2020 Q3	$52K	Hold	1,900	–	–	0.03%	501
2020 Q2	$43K	Hold	1,900	–	–	0.02%	517
2020 Q1	$42K	Hold	1,900	–	–	0.03%	481
2019 Q4	$50K	Hold	1,900	–	–	0.02%	522
2019 Q3	$43K	Hold	1,900	–	–	0.02%	538
2019 Q2	$53K	Hold	1,900	–	–	0.03%	496
2019 Q1	$56K	Buy	+1,900	New	+$54.9K	0.03%	490

Other funds holding TBRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NCM

Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Investors Research Corp's TBRG Position: Q2 2025 in Review

Investors Research Corp sold out of TruBridge (TBRG) in Q2 2025, closing a stake of 500 shares — an estimated $13.8K sold.

Investors Research Corp first reported a position in TBRG in Q1 2019 and held it in 25 quarters. The position peaked at $63K in Q2 2021. 93 funds tracked by Wall St. Rank hold TBRG as of Q2 2025.

Investors Research Corp reported no remaining TruBridge position as of Q2 2025 after selling out during the quarter.
Investors Research Corp sold 500 TruBridge shares in Q2 2025, an estimated $13.8K.
Investors Research Corp first reported a position in TruBridge in Q1 2019 and held it in 25 quarters.
Investors Research Corp's TruBridge position peaked at $63K in Q2 2021.
93 funds tracked by Wall St. Rank held TruBridge as of Q2 2025.

Based on Investors Research Corp's 13F filing for Q2 2025, filed 7 Jul 2025.