Public record / Tickers / NEO

NEO — NEOGENOMICS INC†

Both disclosure regimes on one name: who in Congress filed about NEO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
7
all PTR rows naming NEO
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
09-10
filed 2026-09-10
13F holders
219
top-219 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Deborah K. Ross · $15.0K–$50.0K

BUY · traded 2021-12-30 → filed 2022-01-08. Ranked over every NEO row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NEO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NEO
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 08-07 +34d$1K–$15K
2025-06-06Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 05-07 +30d$1K–$15K
2022-04-25Dwight Evans D–PA-3SELLTraded 03-30 +26d$1K–$15K
2022-01-08Deborah K. Ross D–NC-2BUY SP (spouse-owned)Traded 2021-12-30 +9d$15K–$50K
2021-11-14Bob Gibbs R–OH-7SELLTraded 11-09 +5d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 7 ↗

Members active in NEO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing NEO in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · NEO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $677K held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · NEOGENOMICS INC

Merged timeline of congressional filings and notable-manager moves on NEO
DateWhoChangeSize
2026-09-10Gilbert Ray Cisneros, Jr. CongressBUY$1K–$15K
2026-05-15Bridgewater Associates 13FNEW+91,190 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of NEO for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$148M1
2Greenhouse Funds LLLP$67.5M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$56.6M1
4FIRST TRUST ADVISORS LP$45.7M1
5VANGUARD CAPITAL MANAGEMENT LLC$42.0M1
6BRAIDWELL LP$41.7M1
7STATE STREET CORP$38.0M1
8D. E. Shaw & Co., Inc.$30.9M1
9SCHRODER INVESTMENT MANAGEMENT GROUP$25.7M1
10NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$25.6M1
11GEODE CAPITAL MANAGEMENT, LLC$24.0M1
12BANK OF AMERICA CORP /DE/$22.7M1
13DIMENSIONAL FUND ADVISORS LP$19.8M1
14SAMLYN CAPITAL, LLC$19.0M1
15MILLENNIUM MANAGEMENT LLC$16.5M1
16MORGAN STANLEY$16.0M1
17Aberdeen Group plc$15.0M1
18PFM Health Sciences, LP$13.2M1
19NORTHERN TRUST CORP$11.7M1
20GLENMEDE TRUST CO NA$9.0M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$8.8M1
22Connor, Clark & Lunn Investment Management Ltd.$7.0M1
23VANGUARD FIDUCIARY TRUST CO$6.3M1
24Granite Investment Partners, LLC$5.6M1
25PRINCIPAL FINANCIAL GROUP INC$4.7M1
26CITIGROUP INC$4.6M1
27HighMark Wealth Management LLC$4.3M1
28Invesco Ltd.$4.2M1
29SEI INVESTMENTS CO$3.5M1
30PUBLIC SECTOR PENSION INVESTMENT BOARD$3.4M1
31Nuveen, LLC$3.1M1
32UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.7M1
33Samjo Management, LLC$2.3M1
34Legal & General Group Plc$2.2M1
35VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.0M1
36STATE OF WISCONSIN INVESTMENT BOARD$2.0M1
37CITADEL ADVISORS LLC$2.0M1
38VOYA INVESTMENT MANAGEMENT LLC$1.9M1
39Swiss National Bank$1.9M1
40RENAISSANCE TECHNOLOGIES LLC$1.9M1
41ALLIANCEBERNSTEIN L.P.$1.9M1
42FMR LLC$1.7M1
43UBS Group AG$1.4M1
44Soleus Capital Management, L.P.$1.3M1
45FEDERATED HERMES, INC.$1.3M1
46AQR CAPITAL MANAGEMENT LLC$1.2M1
47SILVERBACK ASSET MANAGEMENT LLC$1.2M1
48Y-Intercept (Hong Kong) Ltd$1.0M1
49PRUDENTIAL FINANCIAL INC$1.0M1
50Universal- Beteiligungs- und Servicegesellschaft mbH$1.0M1
51PERKINS CAPITAL MANAGEMENT INC$982K1
52AMERICAN CENTURY COMPANIES INC$944K1
53DEUTSCHE BANK AG\$875K1
54FRANKLIN RESOURCES INC$812K1
55TWINBEECH CAPITAL LP$789K1
56Squarepoint Ops LLC$755K1
57NEW YORK STATE COMMON RETIREMENT FUND$741K1
58Bridgewater Associates, LP$677K1
59Curi Capital, LLC$633K1
60WELLS FARGO & COMPANY/MN$596K1
61VANGUARD ASSET MANAGEMENT, Ltd$585K1
62Illinois Municipal Retirement Fund$562K1
63Zurcher Kantonalbank (Zurich Cantonalbank)$529K1
64Schonfeld Strategic Advisors LLC$515K1
65Inspire Investing, LLC$513K1
66Brevan Howard Capital Management LP$490K1
67Qube Research & Technologies Ltd$487K1
68MetLife Investment Management, LLC$485K1
69ENVESTNET ASSET MANAGEMENT INC$473K1
70Creative Planning$450K1
71MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$449K1
72CHOREO, LLC$449K1
73Janus Henderson Group Ltd.$446K1
74MOODY NATIONAL BANK TRUST DIVISION$438K1
75COMMERCE BANK$431K1
76MANUFACTURERS LIFE INSURANCE COMPANY, THE$408K1
77Graham Capital Management, L.P.$391K1
78Vanguard Global Advisers, LLC$377K1
79Quantinno Capital Management LP$366K1
80Rockefeller Capital Management L.P.$366K1
81SUSQUEHANNA INTERNATIONAL GROUP, LLP$352K1
82BARD ASSOCIATES INC$348K1
83FULLER & THALER ASSET MANAGEMENT, INC.$341K1
84Alamea Verwaltungs GmbH$326K1
85Magnetar Financial LLC$322K1
86F/m Investments LLC$320K1
87Silverberg Bernstein Capital Management LLC$302K1
88FIDUCIARY TRUST CO$282K1
89Trexquant Investment LP$272K1
90XTX Topco Ltd$270K1
91STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$270K1
92Arizona State Retirement System$264K1
93HOWLAND CAPITAL MANAGEMENT LLC$261K1
94FIFTH THIRD BANCORP$249K1
95Vanguard Investments Australia, Ltd.$246K1
96ROYAL BANK OF CANADA$240K1
97COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$237K1
98Round Rock Advisors LLC$233K1
99BLAIR WILLIAM & CO/IL$228K1
100Cerity Partners LLC$224K1
101OREGON PUBLIC EMPLOYEES RETIREMENT FUND$219K1
102INTECH INVESTMENT MANAGEMENT LLC$214K1
103KLP KAPITALFORVALTNING AS$204K1
104LPL Financial LLC$189K1
105Mariner, LLC$182K1
106Dana Investment Advisors, Inc.$175K1
107WOLVERINE ASSET MANAGEMENT LLC$173K1
108Lighthouse Investment Partners, LLC$171K1
109CWM, LLC$170K1
110MIRABELLA FINANCIAL SERVICES LLP$167K1
111Verition Fund Management LLC$165K1
112Pictet Asset Management Holding SA$163K1
113STIFEL FINANCIAL CORP$162K1
114Pathstone Holdings, LLC$157K1
115Amundi$157K1
116ProShare Advisors LLC$149K1
117Glen Eagle Advisors, LLC$145K1
118STEPHENS INC /AR/$143K1
119FARALLON CAPITAL MANAGEMENT, L.L.C.$141K1
120Maryland State Retirement & Pension System$139K1
121State of Wyoming$138K1
122Banque Cantonale Vaudoise$132K1
123WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$127K1
124BANK OF MONTREAL /CAN/$116K1
125Blueshift Asset Management, LLC$115K1
126IEQ CAPITAL, LLC$114K1
127MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$110K1
128MAI Capital Management$107K1
129Third View Private Wealth, LLC$106K1
130Moors & Cabot, Inc.$96.5K1
131CANADA PENSION PLAN INVESTMENT BOARD$93.5K1
132XPONANCE LLC$87.3K1
133TRUIST FINANCIAL CORP$85.2K1
134Cresset Asset Management, LLC$81.8K1
135MQS Management LLC$75.4K1
136Capstone Financial Advisors, Inc.$74.2K1
137OSAIC HOLDINGS, INC.$67.1K1
138Ensign Peak Advisors, Inc$66.7K1
139Tower Research Capital LLC (TRC)$35.6K1
140BNP Paribas Asset Management Holding S.A.$20.3K1
141ASSETMARK, INC$19.7K1
142Pinnacle Wealth Planning Services, Inc.$18.5K1
143Beaird Harris Wealth Management, LLC$16.5K1
144Allworth Financial LP$14.6K1
145Cassaday & Co Wealth Management LLC$10.9K1
146Smartleaf Asset Management LLC$10.9K1
147QUADRANT CAPITAL GROUP LLC$10.6K1
148NATIONAL BANK OF CANADA /FI/$9.2K1
149Federation des caisses Desjardins du Quebec$5.2K1
150UMB Bank, n.a.$3.9K1
151Quarry LP$3.8K1
152Owl Creek Wealth Partners LLC$3.7K1
153Private Wealth Management Group, LLC$2.4K1
154Legacy Wealth Managment, LLC/ID$1.9K1
155US BANCORP \DE\$1.5K1
156Sachetta, LLC$1.4K1
157Parkside Financial Bank & Trust$1.2K1
158NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.1K1
159NATIXIS$1.1K1
160Physician Wealth Advisors, Inc.$8321
161CANADA LIFE ASSURANCE Co$7881
162SIGNATUREFD, LLC$7571
163FARMERS & MERCHANTS INVESTMENTS INC$7051
164THRIVENT FINANCIAL FOR LUTHERANS$6411
165State of Alaska, Department of Revenue$5291
166GSA CAPITAL PARTNERS LLP$4041
167Bell Investment Advisors, Inc$3201
168Ankerstar Wealth, LLC$2671
169ROGCO, LP$2231
170Larson Financial Group LLC$1861
171Virtu Financial LLC$1501
172GILPIN WEALTH MANAGEMENT, LLC$1121
173Abound Wealth Management$671
174SJS Investment Consulting Inc.$521
175KBC Group NV$491
176VAN ECK ASSOCIATES CORP$301
177ACADIAN ASSET MANAGEMENT LLC$51
178Beutel, Goodman & Co Ltd.$01
179VANGUARD GROUP INC— value not disclosed1
180SouthState Bank Corp— value not disclosed1
181HARBOUR INVESTMENTS, INC.— value not disclosed1
182COMERICA BANK— value not disclosed1
183GROUP ONE TRADING LLC— value not disclosed1
184PROFUND ADVISORS LLC— value not disclosed1
185TWO SIGMA INVESTMENTS, LP— value not disclosed1
186CIBC Private Wealth Group LLC— value not disclosed1
187BROWN ADVISORY INC— value not disclosed1
188Asset Dedication, LLC— value not disclosed1
189TWO SIGMA ADVISERS, LP— value not disclosed1
190SUMMIT SECURITIES GROUP LLC— value not disclosed1
191FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
192Allianz Asset Management GmbH— value not disclosed1
193Leonteq Securities AG— value not disclosed1
194FineMark National Bank & Trust— value not disclosed1
195Headlands Technologies LLC— value not disclosed1
196NAPLES GLOBAL ADVISORS, LLC— value not disclosed1
197Arax Advisory Partners— value not disclosed1
198JANE STREET GROUP, LLC— value not disclosed1
199MARK SHEPTOFF FINANCIAL PLANNING, LLC— value not disclosed1
200WINTON GROUP Ltd— value not disclosed1
201Quadrature Capital Ltd— value not disclosed1
202Bellevue Group AG— value not disclosed1
203ExodusPoint Capital Management, LP— value not disclosed1
204AIGEN INVESTMENT MANAGEMENT, LP— value not disclosed1
205Global Retirement Partners, LLC— value not disclosed1
206Geneos Wealth Management Inc.— value not disclosed1
207Sanctuary Advisors, LLC— value not disclosed1
208Aquatic Capital Management LLC— value not disclosed1
209SHP Wealth Management— value not disclosed1
210Elequin Capital, LP— value not disclosed1
211Kestra Advisory Services, LLC— value not disclosed1
212AlphaQuest LLC— value not disclosed1
213Divisadero Street Capital Management, LP— value not disclosed1
214Corient Private Wealth LLC— value not disclosed1
215Dunhill Financial, LLC— value not disclosed1
216GUIDANCE CAPITAL, INC— value not disclosed1
217Caitong International Asset Management Co., Ltd— value not disclosed1
218True Wealth Design, LLC— value not disclosed1
219Aster Capital Management (DIFC) Ltd— value not disclosed1
Truncated by Public Filings. Every one of the 178 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on NEO

RETAINED WINDOW · ACTIVE HITS

Zero hits on NEO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for NEO · financials and macro

Financials — as filed PLANNED

NEO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: NEO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing