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 Q2	$19.1M	Buy	1,899,667 +28,015	+1%	+$308K	5.17%	2
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 $10.5B AUM 30.38% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SFM

Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Next Capital Management's MFIC Position: Q2 2026 in Review

Next Capital Management increased its MidCap Financial Investment (MFIC) stake by 1.5% in Q2 2026, buying an estimated $308K and bringing the position to 1,899,667 shares worth $19.1M. The position accounts for 5.17% of the portfolio, ranked #2.

Next Capital Management first reported a position in MFIC in Q3 2024 and has held it in 8 quarters since. The position peaked at $21M in Q1 2026. 167 funds tracked by Wall St. Rank hold MFIC as of Q2 2026.

Next Capital Management held 1,899,667 shares of MidCap Financial Investment worth $19.1M as of Q2 2026.
Next Capital Management bought 28,015 MidCap Financial Investment shares in Q2 2026, an estimated $308K.
MidCap Financial Investment made up 5.17% of Next Capital Management's portfolio in Q2 2026, its #2 holding.
Next Capital Management first reported a position in MidCap Financial Investment in Q3 2024 and has held it in 8 quarters since.
Next Capital Management's MidCap Financial Investment position peaked at $21M in Q1 2026.
167 funds tracked by Wall St. Rank held MidCap Financial Investment as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.