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Security record

CNXU

name pending profile ingest

6Tracked holders
+6Δ holders
24.44KShares held
$267,213Reported value
+6New positions
−0Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth n/a · share flow n/a · net new positions +20.0% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 UBS Group AG 12.26K New $133,923 0.0% New 1 SEC ↗ ×2
2 Morgan Stanley ✦ 5.87K New $64,111 0.0% New 1 SEC ↗ ×2
3 Citigroup Inc 5.22K New $56,991 0.0% New 1 SEC ↗
4 Royal Bank Of Canada 887 New $10,000 0.0% New 1 SEC ↗
5 Jones Financial Companies Lllp 100 New $1,096 0.0% New 1 SEC ↗
6 Osaic Holdings, Inc. 100 New $1,092 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

UBS Group AG $133,923 0.0%
Morgan Stanley $64,111 0.0%
Citigroup Inc $56,991 0.0%
Royal Bank Of Canada $10,000 0.0%
Jones Financial Companies Lllp $1,096 0.0%
Osaic Holdings, Inc. $1,092 0.0%

Exited

No tracked exits this quarter.
Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Beneficial ownership
Sep 15 SC 13D/A: Sharpe Jeffrey Nathan

5.2% of class · View original SEC filing ↗

Sep 04 SC 13G: Multi-Valor AIF Umbrella Fund SICAV…

View original SEC filing ↗

Sep 04 SC 13G/A: Multi-Valor AIF Umbrella Fund SICAV…

View original SEC filing ↗

Aug 18 SC 13D: Sharpe Jeffrey Nathan

5.4% of class · View original SEC filing ↗

Aug 18 SC 13G: Bogart David Robert

View original SEC filing ↗

Aug 14 SC 13G: OnePointTwo Capital Ventures LLC

View original SEC filing ↗

Aug 14 SC 13G: Purcell Lynn Sebastian

View original SEC filing ↗

Aug 14 SC 13G: OnePointTwo Capital Ventures II LLC

View original SEC filing ↗

Jul 28 SC 13G: Wright Michael G.

View original SEC filing ↗

Jul 20 SC 13G: Paisley Capital Holdings Corp

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API