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Next Capital Management’s MidCap Financial Investment MFIC Stock Holding History

Next Capital Management’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21M Buy
1,871,652
+387,303
+26% +$4.27M 6.37% 2
2025
Q4 		$17M Buy
1,484,349
+142,764
+11% +$1.69M 5.44% 2
2025
Q3 		$16.1M Buy
1,341,585
+616,184
+85% +$7.86M 5.37% 2
2025
Q2 		$9.15M Buy
725,401
+556,316
+329% +$6.82M 3.38% 6
2025
Q1 		$2.17M Sell
169,085
-5,643
-3% -$76.7K 1.04% 22
2024
Q4 		$2.36M Sell
174,728
-13,152
-7% -$179K 0.95% 27
2024
Q3 		$2.66M Buy
+187,880
New +$2.65M 1.09% 23

Other funds holding MFIC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Next Capital Management's MFIC Position: Q1 2026 in Review

Next Capital Management increased its MidCap Financial Investment (MFIC) stake by 26% in Q1 2026, buying an estimated $4.27M and bringing the position to 1,871,652 shares worth $21M. The position accounts for 6.37% of the portfolio, ranked #2.

Next Capital Management first reported a position in MFIC in Q3 2024 and has held it in 7 quarters since. 176 funds tracked by Wall St. Rank hold MFIC as of Q1 2026.

  • Next Capital Management held 1,871,652 shares of MidCap Financial Investment worth $21M as of Q1 2026.
  • Next Capital Management bought 387,303 MidCap Financial Investment shares in Q1 2026, an estimated $4.27M.
  • MidCap Financial Investment made up 6.37% of Next Capital Management's portfolio in Q1 2026, its #2 holding.
  • Next Capital Management first reported a position in MidCap Financial Investment in Q3 2024 and has held it in 7 quarters since.
  • 176 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q1 2026.

Based on Next Capital Management's 13F filing for Q1 2026, filed 7 May 2026.