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Ownership

Who owns NCS Multistage Holdings, Inc., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

Exited (13G) ADVENT INTERNATIONAL, L.P., Advent International GP, LLC, Advent-NCS Acquisition Limited Partnership September 01, 2026

ADVENT INTERNATIONAL, L.P.: 0.0% · 0 shares — Advent International GP, LLC: 0.0% · 0 shares — Advent-NCS Acquisition Limited Partnership: 0.0% · 0 shares

TOCQUEVILLE ASSET MANAGEMENT L.P., TAUBENPOST CAPITAL L.P., TAUBENPOST CAPITAL LLC November 14, 2025

TOCQUEVILLE ASSET MANAGEMENT L.P.: 4.8% · 121,602 shares — TAUBENPOST CAPITAL L.P.: 4.8% · 121,602 shares — TAUBENPOST CAPITAL LLC: 4.8% · 121,602 shares

Super investors holding NCSM

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of NCS Multistage Holdings, Inc. they hold. Together these 55 managers report 78.98% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
Advent International, L.P. $65.2M 1,478,426 0.37% 56.33% June 30, 2026
Truffle Hound Capital, LLC $3.53M 80,000 0.75% 3.05% June 30, 2026

53 more institutional holders behind a free account

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Funds holding NCSM

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 30 funds hold 5.68% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
Meridian Small Cap Growth Fund $1.21M 0.44% 1.04% June 30, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND $1.19M 0.00% 1.03% June 30, 2026

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