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Nebius Group N.V.

NBIS Communication Services
$211.69 $-8.43 (-3.83%)
Market Cap: $54.2 B
Gurus Holding
4
Popularity Rank
#2436
% of Shares Held
0.25%
Net Activity (Q1 2026)
+$52.76 M

Guru Ownership Trend

Guru Analysis for Nebius Group N.V. (NBIS)

Nebius Group N.V. (NBIS), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $135.38 M.

Top institutional holders include Steven Cohen and Ray Dalio.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $52.76 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 435.3%.

Key Holders

Top 5 by Value

$38.79 M
$16.3 M
$10.93 M
$337,220

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$52.76 M
Total Buy Value
New Buys 1
Additions 3
-$0
Total Sell Value
Reductions 0
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
0
Net Buyers
4

FAQs for Nebius Group N.V. (NBIS)

Major holders include Steven Cohen ($38.79 M), Ray Dalio ($16.3 M), Cliff Asness ($10.93 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 639,507 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $52.76 M, with 4 managers increasing positions and 0 managers reducing holdings.

No tracked managers reduced or fully exited their positions in NBIS during the most recent reporting period.

Yes, 1 managers opened new positions in NBIS, and 3 increased their existing holdings. The total reported buy value was $52.76 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% New Buy 373,881 $38.79 M Q1 2026
0.07% Add 435.3% 157,064 $16.3 M Q1 2026
0.01% Add 6.3% 105,312 $10.93 M Q1 2026
0.00% Add 24.2% 3,250 $337,220 Q1 2026
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