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Nebius Group N.V.

NBIS Communication Services
$86.8 $-4.21 (-4.63%)
Market Cap: $21.96 B
Gurus Holding
3
Popularity Rank
#2830
% of Shares Held
0.05%
Net Activity (Q4 2025)
-$28.06 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 Q4 2025, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $11.37 M.

Top institutional holders include Cliff Asness and Ray Dalio.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $28.06 M net outflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 11.3%. Conversely, Ray Dalio reduced exposure by 47.1%.

Key Holders

Top 5 by Value

$8.29 M
$2.46 M
$219,056

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$334,820.01
Total Buy Value
New Buys 0
Additions 2
-$28.4 M
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Nebius Group N.V. (NBIS)

Major holders include Cliff Asness ($8.29 M), Ray Dalio ($2.46 M), Jefferies Group ($219,056). According to the latest reported data, 3 tracked investment managers collectively hold approximately 131,042 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $28.06 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited NBIS. The total reported sell value was $28.4 M.

Yes, 0 managers opened new positions in NBIS, and 2 increased their existing holdings. The total reported buy value was $334,820.01.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.00% Add 3.9% 99,082 $8.29 M Q4 2025
0.01% Reduce -47.1% 29,343 $2.46 M Q4 2025
0.00% Add 11.3% 2,617 $219,056 Q4 2025
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