Michael Gelband’s Nebius Group N.V. NBIS Stock Holding History

Michael Gelband’s Portfolio NBIS Stock Details NBIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-150,000	Closed	-$12.5M	–	2187
2025 Q4	$12.5M	Buy	+150,000	New	+$15.5M	0.1%	196
2025 Q3	–	Sell	-100,000	Closed	-$5.53M	–	2109
2025 Q2	$5.53M	Sell	100,000 -488,900	-83%	-$16.8M	0.05%	402
2025 Q1	$12.4M	Buy	588,900 +516,400	+712%	+$17M	0.12%	167
2024 Q4	$2.01M	Buy	+72,500	New	+$1.77M	0.01%	707

Other funds holding NBIS

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Michael Gelband's NBIS Position: Q2 2026 in Review

Michael Gelband sold out of Nebius Group N.V. (NBIS) in Q2 2026, closing a stake of 204,103 shares — an estimated $21.2M sold.

Michael Gelband first reported a position in NBIS in Q1 2019 and held it in 22 quarters. The position peaked at $43.7M in Q2 2025. 1,059 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

Michael Gelband reported no remaining Nebius Group N.V. position as of Q2 2026 after selling out during the quarter.
Michael Gelband sold 204,103 Nebius Group N.V. shares in Q2 2026, an estimated $21.2M.
Michael Gelband first reported a position in Nebius Group N.V. in Q1 2019 and held it in 22 quarters.
Michael Gelband's Nebius Group N.V. position peaked at $43.7M in Q2 2025.
1,059 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.