New Mountain Finance
Provides direct loans and select junior capital to U.S. sponsor-backed middle-market companies.
$7.54
After-hours close−0.01 (−0.13%)
At close$7.55(−0.92%)
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Breakdown13F · Form 4
Institutions 29.69%28.04M sharesInsiders 2.71%2.56M sharesOther 67.60%63.85M shares
Shares outstanding 94.45M · Float 79.52M · 84.2% free float
Institutions13F, as of Jun 30, 2026
148 holders · 28.04M shares · 19 new positions · 65 increased · 41 reduced · 28 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| LSV Asset Management | 3.00M | 3.18% | −21.4K | Aug 6, 2026 |
| UBS Group AG | 2.48M | 2.62% | +386.3K | Aug 13, 2026 |
| Van Eck Associates Corp | 2.15M | 2.27% | +348.9K | Aug 14, 2026 |
| Invesco Ltd. | 1.56M | 1.65% | −582.0K | Aug 14, 2026 |
| Russell Investments Group, Ltd. | 1.38M | 1.46% | +444.5K | Aug 6, 2026 |
| Dimension Capital Management LLC | 1.22M | 1.29% | +66.5K | Aug 14, 2026 |
| Ci Private Wealth, LLC | 1.13M | 1.19% | +254.4K | Aug 27, 2026 |
| Cerity Partners LLC | 856.9K | 0.91% | −16.0K | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Klinsky Steven Bincl. Steven B. Klinsky Non-GST Exempt Trust, Steven B. Klinsky 2024 Revocable Trust (2024 Trust 2) +4 more | 12.52% | 12.33M | 13D | Mar 12, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Steven B. Klinsky | director, 10 percent owner: | 1.47M | 1.55% | Mar 12, 2026 |
| Adam B. Weinstein | director, officer: EVP, CAO and Director | 751.8K | 0.80% | Mar 18, 2026 |
| David Ogens | director | 251.2K | 0.27% | Mar 4, 2026 |
| Laura C. Holson Boswerger | officer: COO | 81.0K | 0.09% | Mar 2, 2026 |
| Kris Corbett | officer: CFO and Treasurer | 9.8K | 0.01% | Aug 11, 2025 |
1 ten-percent owner holds 1.25M shares by Form 4, outside the officers-and-directors figure above · 13 people have not refiled in the last 18 months (1.20M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Jun 15, 2026 | John P. Malfettonedirector | Sale | 77,500 | $7.89 | 0 |
| Mar 17, 2026 | Adam B. Weinsteindirector, officer: EVP, CAO and Director | Purchase | 12,900 | $7.61 | 751,756 |
| Mar 10, 2026 | Steven B. Klinskydirector, 10 percent owner: | Purchase · 2 lots | 223,758 | $8.05 | 5,186,696 |
| Mar 11, 2026 | Steven B. Klinskydirector, 10 percent owner: | Purchase · 2 lots | 276,242 | $8.05 | 5,370,858 |
| Mar 5, 2026 | Steven B. Klinskydirector, 10 percent owner: | Purchase · 2 lots | 237,873 | $8.10 | 5,037,524 |
| Mar 3, 2026 | Steven B. Klinskydirector, 10 percent owner: | Purchase · 2 lots | 250,495 | $7.94 | 4,754,338 |
| Mar 4, 2026 | Steven B. Klinskydirector, 10 percent owner: | Purchase · 2 lots | 186,905 | $8.17 | 4,878,942 |
| Mar 3, 2026 | David Ogensdirector | Purchase · 2 lots | 12,500 | $7.87 | 241,556 |
| Feb 27, 2026 | Adam B. Weinsteindirector, officer: EVP, CAO and Director | Purchase | 38,400 | $7.76 | 735,549 |
| Mar 2, 2026 | Adam B. Weinsteindirector, officer: EVP, CAO and Director | Purchase | 3,307 | $7.73 | 738,856 |
CongressHouse and Senate disclosures
Not reported.