$NEOV

$2.11 -$0.03 (1.4%) Close

$NEOV Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 59.0M shares outstanding

Who owns NEOV?

By type of holder

Institutions 25.8% Insiders 14.9% Everyone else 59.2%

Concentration Top 10 holders own 36.8%

Willson Brent 12.9% · Legacy Wealth Managment, LLC/ID 8.3%

Institutional ownership

25.8%

+8.1 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

+4.8M

by institutions in Q2 2026

New / sold out

17 / 14

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Marshall Wace, LLP +1.8M
AWM Investment Company, Inc. NEW +1.6M

Biggest sellers in Q2 2026

Legacy Wealth Managment, LLC/ID −428.5K
Davidson Kempner Capital Management LP SOLD OUT −400.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for NeoVolta Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2021–FY2026

+119.7%

+17.04% a year

Each share's claim on the business

−54.5%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $21.8M

over 6 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years22% 1–3 years35% Under 1 year43%

Quarterly turnover

41.6%

of institutional shares changed hands

Top 10 managers, median time held

1.8 years

Super Investors

Investment managers reporting NEOV on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
LW Legacy Wealth Managment, LLC/ID	4.9M	8.30%	−428.5K (−8.0%)	2024	6.4%
Shares held by quarter Peak holding5.7M (Q4'25) Change over 8 quarters+1.4M Share of the company8.300% Legacy Wealth Managment, LLC/ID's full portfolio →
MW Marshall Wace, LLP	2.0M	3.35%	+1.8M (+1467.9%)	Q3 '25	0.0%
Shares held by quarter Peak holding2.0M (Q2'26) Change over 8 quarters+2.0M Share of the company3.350% Marshall Wace, LLP's full portfolio →

Legacy Wealth Managment, LLC/ID

4.9M

% of company

8.30%

Change vs last qtr

−428.5K (−8.0%)

Held since

2024

Marshall Wace, LLP

2.0M

% of company

3.35%

Change vs last qtr

+1.8M (+1467.9%)

Held since

Q3 '25

28 more super investors behind a free account

See every manager holding NeoVolta Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting NEOV on Form N-PORT; together they hold 4.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$4.68M	1.5M	2.52%	0.00%	June 30, 2026
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$1.18M	374.1K	0.63%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$4.68M

% of company

2.52%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$1.18M

% of company

0.63%

% of the fund

0.00%

As of

June 30, 2026

16 more funds behind a free account

See every fund holding NeoVolta Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WB Willson Brent Insider	7.6M	12.88%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company12.880% Willson Brent's insider activity →
BS Bond Steve Insider	840.0K	1.42%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.420% Bond Steve's insider activity →

Willson Brent

Insider

7.6M

% of company

12.88%

Change vs last qtr

—

Held since

—

Bond Steve

Insider

840.0K

% of company

1.42%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of NeoVolta Inc.

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