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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.01 B.
Top institutional holders include Steve Mandel and George Soros.
Notably, Steve Mandel has expressed high conviction in this stock, allocating 7.19% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.2 B net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 358.2%. Conversely, Steven Cohen reduced exposure by 51.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Nebius Group N.V. (NBIS)
Major holders include Steve Mandel ($1.18 B), George Soros ($85.61 M), Steven Cohen ($49.71 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 4.88 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.2 B, with 5 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited NBIS. The total reported sell value was $69.84 M.
Yes, 3 managers opened new positions in NBIS, and 2 increased their existing holdings. The total reported buy value was $1.27 B.
