$NPB

$15.76 +$0.53 (3.48%) Close

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

Ownership

13F as of Q2 2026 · 34.6M shares outstanding

Who owns NPB?

By type of holder

Institutions 63.8% Insiders 33.8% Everyone else 2.4%

Concentration Top 10 holders own 53.2%

Wellington Management Group LLP 10.6% · Williams Charles Alan 9.1%

Institutional ownership

63.8%

-0.7 pts vs last qtr

Institutional holders

119

+5 vs last qtr

Net shares bought

−245.9K

by institutions in Q2 2026

New / sold out

18 / 13

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Adage Capital Partners GP, L.L.C. +239.3K
CSM Advisors, LLC NEW +208.4K

Biggest sellers in Q2 2026

Wellington Management Group LLP −856.3K
Two Sigma Investments, LP −136.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.55M

21 notices from 2 people

Shares covered

87.6K

0.25% of the company

Arranged in advance

35%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Dean Richard Jeffery Director $1.01M
Hooker David Stevens Director 10b5-1 $542K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2023–FY2025

+31.3%

+14.58% a year

Each share's claim on the business

−23.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$1.39M vs —

over 3 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 years0% 1–3 years81% Under 1 year19%

Quarterly turnover

10.8%

of institutional shares changed hands

Top 10 managers, median time held

1.3 years

Super Investors

Investment managers reporting NPB on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
WM Wellington Management Group LLP	3.7M	10.56%	−856.3K (−19.0%)	2025	0.0%
Shares held by quarter Peak holding4.5M (Q1'26) Change over 8 quarters+3.7M Share of the company10.560% Wellington Management Group LLP's full portfolio →
AC Adage Capital Partners GP, L.L.C.	2.8M	8.21%	+239.3K (+9.2%)	2025	0.1%
Shares held by quarter Peak holding2.8M (Q2'26) Change over 8 quarters+2.8M Share of the company8.210% Adage Capital Partners GP, L.L.C.'s full portfolio →

Wellington Management Group LLP

3.7M

% of company

10.56%

Change vs last qtr

−856.3K (−19.0%)

Held since

2025

Adage Capital Partners GP, L.L.C.

2.8M

% of company

8.21%

Change vs last qtr

+239.3K (+9.2%)

Held since

2025

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting NPB on Form N-PORT; together they hold 17.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$14.7M	764.6K	2.21%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$10.6M	555.1K	1.61%	0.01%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$14.7M

% of company

2.21%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$10.6M

% of company

1.61%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Northpointe Bancshares 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
WC Williams Charles Alan Insider	3.1M	9.07%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company9.070% Williams Charles Alan's insider activity →
SR Second Rewrittwen Trust Indenture of the John S Simoni Living Trust Insider	2.6M	7.45%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company7.450% Second Rewrittwen Trust Indenture of the John S Simoni Living Trust's insider activity →

Williams Charles Alan

Insider

3.1M

% of company

9.07%

Change vs last qtr

—

Held since

—

Second Rewrittwen Trust Indenture of the John S Simoni Living Trust

Insider

2.6M

% of company

7.45%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of Northpointe Bancshares Inc.

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