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Vise Technologies’s New Mountain Finance NMFC Stock Holding History

Vise Technologies’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
2025
Q4 		– Sell
-15,408
Closed -$149K – 1509
2025
Q3 		$149K Sell
15,408
-363
-2% -$3.77K 0.01% 1155
2025
Q2 		$166K Buy
+15,771
New +$163K 0.01% 1006
2024
Q4 		$186K Buy
16,494
+1,110
+7% +$12.8K 0.02% 787
2024
Q3 		$184K Hold
15,384
– – 0.02% 571
2024
Q2 		$188K Hold
15,384
– – 0.03% 414
2024
Q1 		$195K Buy
+15,384
New +$196K 0.04% 367

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VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Vise Technologies's NMFC Position: Q4 2025 in Review

Vise Technologies sold out of New Mountain Finance (NMFC) in Q4 2025, closing a stake of 15,408 shares — an estimated $149K sold.

Vise Technologies first reported a position in NMFC in Q1 2024 and held it in 6 quarters. The position peaked at $195K in Q1 2024. 170 funds tracked by Wall St. Rank hold NMFC as of Q4 2025.

  • Vise Technologies reported no remaining New Mountain Finance position as of Q4 2025 after selling out during the quarter.
  • Vise Technologies sold 15,408 New Mountain Finance shares in Q4 2025, an estimated $149K.
  • Vise Technologies first reported a position in New Mountain Finance in Q1 2024 and held it in 6 quarters.
  • Vise Technologies's New Mountain Finance position peaked at $195K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held New Mountain Finance as of Q4 2025.

Based on Vise Technologies's 13F filing for Q4 2025, filed 11 Feb 2026.