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NXT Nextracker Inc.

Industrials, filed as NEXTRACKER INC (CLASS A COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 1 Owner
  • Max 2.5%
  • $340M
  • 1 new

In 2026 Q2 Terry Smith opened a position in Nextracker.

Who owns this now

Largest portfolio weights among holders, up to 2.5% (Terry Smith, Fundsmith). Not free-float ownership.

  1. Terry Smith New 2.5%

Who owns NXT

Sorted by value, long equity only, as of 2026 Q2.

History
Terry Smith, Fundsmith 2.5% New 2.5% 2,856,092 $340M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by NXT's executives, directors and 10% owners in the last 12 months, from their Form 4s

All NXT insider trades
  • None no insider bought on the open market
  • $3M sold by 3 insiders outside a trading plan
  • $49.5M sold by 6 insiders under 10b5-1 plans
  1. Charles D Boynton CFO
    Planned sale
    $360K 4,500 shares at $79.98 1.3% of stake
    Traded Sep 1 Filed Sep 2
    ↗
  2. Julia Blunden Director
    Sale
    $638K 7,415 shares at $86.10 73% of stake
    Traded Aug 21–24 Filed Aug 24
    ↗
  3. Brandi Elizabeth Thomas Director
    Sale
    $677K 7,415 shares at $91.25 48% of stake
    Traded Aug 19 Filed Aug 20
    ↗
  4. Howard Wenger President
    Planned sale
    $1.2M 11,176 shares at $104.78 2.6% of stake
    Traded Aug 11 Filed Aug 12
    ↗
  5. Daniel S Shugar CEO
    Planned sale
    $7M 67,636 shares at $103.07 7.2% of stake
    Traded Aug 10 Filed Aug 11
    ↗
  6. Julia Blunden Director
    Sale
    $223K 2,289 shares at $97.22 24% of stake
    Traded Aug 5 Filed Aug 6
    ↗
  7. Charles D Boynton CFO
    Planned sale
    $683K 4,500 shares at $151.79 1.2% of stake
    Traded Jun 1 Filed Jun 2
    ↗
  8. Nicholas Marco Miller COO
    Planned sale
    $3.5M 22,427 shares at $156.00 11% of stake
    Traded May 29 Filed Jun 1
    ↗
  9. Howard Wenger President
    Planned sale
    $8.2M 62,670 shares at $130.25 13% of stake
    Traded May 26 Filed May 27
    ↗
  10. Daniel S Shugar CEO
    Planned sale
    $3.5M 26,077 shares at $134.72 2.7% of stake
    Traded May 26 Filed May 27
    ↗
  11. Bruce Ledesma Chief Legal & Compliance Ofc
    Planned sale
    $438K 3,248 shares at $134.72 1.3% of stake
    Traded May 26 Filed May 27
    ↗
  12. Howard Wenger President
    Planned sale
    $1.1M 9,051 shares at $121.02 1.8% of stake
    Traded May 22 Filed May 26
    ↗
  13. Howard Wenger President
    Planned sale
    $2M 16,090 shares at $127.32 3.1% of stake
    Traded May 20 Filed May 22
    ↗
  14. Nicholas Marco Miller COO
    Planned sale
    $3.1M 24,511 shares at $127.32 10% of stake
    Traded May 20 Filed May 22
    ↗
  15. Daniel S Shugar CEO
    Planned sale
    $6.3M 59,456 shares at $105.17 7.4% of stake
    Traded Mar 9 Filed Mar 9
    ↗

Also filed in the last 12 months, not counted as buying or selling: 86 other transactions, 27 stock grants, 12 option exercises, and 2 gifts.

SEC filings

Recent issuer filings from EDGAR, 10 shown.

Filed Form Detail Links
8-K 2.02,5.02,9.01 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 3.02,7.01,9.01 Filing Doc
8-K 3.02,7.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated about 6 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $1.9B $2.5B $2.96B $3.56B
Gross profit $0.287B $0.813B $1.01B $1.16B
Gross margin * 15.1% 32.5% 34.1% 32.6%
Net income $1.14M $306.24M $509.17M $585.88M
Net margin * 0.1% 12.3% 17.2% 16.5%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $0.872B $1.77B $2.16B $2.85B
Total non-current assets * $0.547B $0.751B $1.03B $1.23B
Total assets $1.42B $2.52B $3.19B $4.07B
Total current liabilities $0.507B $0.891B $1.03B $1.16B
Total non-current liabilities * $427.39M $635.27M $530.87M $574.95M
Total equity -$3.08B $0.961B $1.63B $2.33B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $107.67M $428.97M $655.79M $562.91M
Cash from investing -$3.16M -$6.66M -$186.1M -$186.88M
Cash from financing -$3.57M -$78.27M -$177.65M -$47.16M
Net change in cash $100.94M $344.05M $292.05M $328.87M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.