$NVX

$2.46 +$0.22 (9.82%) Close

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

Ownership

13F as of Q2 2026 · 840.1M shares outstanding

Who owns NVX?

By type of holder

Institutions 0.4% Insiders 0.0% Everyone else 99.6%

Concentration Top 10 holders own 0.4%

UBS Group AG 0.2% · Forest Avenue Capital Management LP 0.1%

Institutional ownership

0.4%

-0.2 pts vs last qtr

Institutional holders

-5 vs last qtr

Net shares bought

−1.4M

by institutions in Q2 2026

New / sold out

5 / 10

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Virtu Financial LLC NEW +49.8K
Bank Of America Corp /de/ +31.7K

Biggest sellers in Q2 2026

UBS Group AG −311.3K
XTX Topco Ltd −260.1K

Who is planning to sell?

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

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for NOVONIX Ltd.

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years3% 1–3 years41% Under 1 year56%

Quarterly turnover

17.4%

of institutional shares changed hands

Top 10 managers, median time held

3 quarters

Super Investors

Investment managers reporting NVX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
UG UBS Group AG	1.2M	0.15%	−311.3K (−20.0%)	2025	0.0%
Shares held by quarter Peak holding1.6M (Q1'26) Change over 8 quarters+1.2M Share of the company0.150% UBS Group AG's full portfolio →
FA Forest Avenue Capital Management LP	1.2M	0.14%	−9.6K (−0.8%)	Q1 '26	0.0%
Shares held by quarter Peak holding1.2M (Q1'26) Change over 8 quarters+1.2M Share of the company0.140% Forest Avenue Capital Management LP's full portfolio →

UBS Group AG

1.2M

% of company

0.15%

Change vs last qtr

−311.3K (−20.0%)

Held since

2025

Forest Avenue Capital Management LP

1.2M

% of company

0.14%

Change vs last qtr

−9.6K (−0.8%)

Held since

Q1 '26

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting NVX on Form N-PORT; together they hold 0.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FN Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust	$18.9K	26.4K	0.00%	0.00%	May 31, 2026
CC Carbon Collective Climate Solutions U.S. Equity ETF Tidal Trust II	$2.97K	4.1K	0.00%	0.01%	April 30, 2026

Fidelity Nasdaq Composite Index Fund

Fidelity Concord Street Trust

Position value

$18.9K

% of company

0.00%

% of the fund

0.00%

As of

May 31, 2026

Carbon Collective Climate Solutions U.S. Equity ETF

Tidal Trust II

Position value

$2.97K

% of company

0.00%

% of the fund

0.01%

As of

April 30, 2026

1 more funds behind a free account

See every fund holding NOVONIX Ltd and how much of the fund the position is.

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