NCM
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Next Capital Management’s New Mountain Finance NMFC Stock Holding History

Next Capital Management’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
Q2 		$268K Buy
37,340
+7,660
+26% +$61K 0.07% 116
2026
Q1 		$230K Hold
29,680
– – 0.07% 116
2025
Q4 		$273K Buy
29,680
+3,530
+13% +$33.3K 0.09% 107
2025
Q3 		$252K Hold
26,150
– – 0.08% 114
2025
Q2 		$276K Buy
+26,150
New +$270K 0.1% 111

Other funds holding NMFC

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

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

Next Capital Management increased its New Mountain Finance (NMFC) stake by 26% in Q2 2026, buying an estimated $61K and bringing the position to 37,340 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #116.

Next Capital Management first reported a position in NMFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $276K in Q2 2025. 144 funds tracked by Wall St. Rank hold NMFC as of Q2 2026.

  • Next Capital Management held 37,340 shares of New Mountain Finance worth $268K as of Q2 2026.
  • Next Capital Management bought 7,660 New Mountain Finance shares in Q2 2026, an estimated $61K.
  • New Mountain Finance made up 0.07% of Next Capital Management's portfolio in Q2 2026, its #116 holding.
  • Next Capital Management first reported a position in New Mountain Finance in Q2 2025 and has held it in 5 quarters since.
  • Next Capital Management's New Mountain Finance position peaked at $276K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held New Mountain Finance as of Q2 2026.

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