Who holds it, who is betting against it, and where the big money is moving
Net of large-order buying minus selling, in USD. Over this window: −$349.3K (7 inflow days, 13 outflow days).
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 34.1% of shares outstanding.
Reported short interest has risen from 1.78% to 2.07% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +210,800 | 0.1% |
| Merk Investments LLC | Mutual Fund | 2026/Q3 | +11,562,500 | 4.2% |
| EdgePoint Investment Group Inc. | Hedge Fund | 2026/Q3 | +8,138,841 | 2.1% |
| Sprott Inc. | Mutual Fund | 2026/Q3 | +2,749,142 | 2.7% |
| Citadel Advisors LLC | Hedge Fund | 2026/Q3 | +571,063 | 0.2% |
| Anson Group | Hedge Fund | 2026/Q3 | +549,500 | 0.1% |
| Van Eck Associates Corporation | Mutual Fund | 2026/Q3 | +527,903 | 2.1% |
| ALPS Advisors, Inc. | Mutual Fund | 2026/Q3 | +407,594 | 0.1% |
| Balyasny Asset Management L.P. | Hedge Fund | 2026/Q3 | +250,000 | 0.1% |
| Quadrature Capital Limited | Hedge Fund | 2026/Q3 | +215,811 | 0.1% |
| JPMorgan Chase & Co. | Public Company | 2026/Q3 | +192,886 | 0.1% |
| CM-CIC Asset Management SA | Mutual Fund | 2026/Q3 | +168,100 | 0.6% |
| Metatron Capital | Hedge Fund | 2026/Q3 | +134,000 | 0.0% |
| Periscope Capital Inc. | Hedge Fund | 2026/Q3 | +75,000 | 0.0% |
| Tudor Investment Corporation | Hedge Fund | 2026/Q3 | +72,439 | 0.0% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 25 Aug 2026 | Tamara Brown | Independent Director | Derivative Exercise and Retained | +111,986 | – | 82,823 |
| 26 Apr 2026 | Jared Saunders | Vice President of Sustainability | Open Market Acquisition | +16,880 | $2.17 | 45,890 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Sep 2026 | 7,943,222 | 2.1% | 8.2 |
| 31 Aug 2026 | 7,945,475 | 2.1% | 5.0 |
| 14 Aug 2026 | 7,674,682 | 2.0% | 4.9 |
| 31 Jul 2026 | 7,803,033 | 2.0% | 6.1 |
| 15 Jul 2026 | 7,316,811 | 1.9% | 5.3 |
| 30 Jun 2026 | 6,835,751 | 1.8% | 3.9 |
No comments yet — be the first to weigh in on NFGC.