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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Deborah K. Ross · $15.0K–$50.0K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 08-07 +34d$1K–$15K
2025-06-06Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 05-07 +30d$1K–$15K
2022-04-25Dwight Evans D–PA-3SaleTraded 03-30 +26d$1K–$15K
2022-01-08Deborah K. Ross D–NC-2Purchase · SP (spouse-owned)Traded 2021-12-30 +9d$15K–$50K
2021-11-14Bob Gibbs R–OH-7SaleTraded 11-09 +5d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing NEO in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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 2026-06-16 → 2026-09-14 · 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. CongressPurchase$1K–$15K
2026-05-15Bridgewater Associates 13Fnew+91,190 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
180SouthState Bank Corp$01
181HARBOUR INVESTMENTS, INC.$01
182COMERICA BANK$01
183GROUP ONE TRADING LLC$01
184PROFUND ADVISORS LLC$01
185TWO SIGMA INVESTMENTS, LP$01
186CIBC Private Wealth Group LLC$01
187BROWN ADVISORY INC$01
188Asset Dedication, LLC$01
189TWO SIGMA ADVISERS, LP$01
190SUMMIT SECURITIES GROUP LLC$01
191FOX RUN MANAGEMENT, L.L.C.$01
192Allianz Asset Management GmbH$01
193Leonteq Securities AG$01
194FineMark National Bank & Trust$01
195Headlands Technologies LLC$01
196NAPLES GLOBAL ADVISORS, LLC$01
197Arax Advisory Partners$01
198JANE STREET GROUP, LLC$01
199MARK SHEPTOFF FINANCIAL PLANNING, LLC$01
200WINTON GROUP Ltd$01
201Quadrature Capital Ltd$01
202Bellevue Group AG$01
203ExodusPoint Capital Management, LP$01
204AIGEN INVESTMENT MANAGEMENT, LP$01
205Global Retirement Partners, LLC$01
206Geneos Wealth Management Inc.$01
207Sanctuary Advisors, LLC$01
208Aquatic Capital Management LLC$01
209SHP Wealth Management$01
210Elequin Capital, LP$01
211Kestra Advisory Services, LLC$01
212AlphaQuest LLC$01
213Divisadero Street Capital Management, LP$01
214Corient Private Wealth LLC$01
215Dunhill Financial, LLC$01
216GUIDANCE CAPITAL, INC$01
217Caitong International Asset Management Co., Ltd$01
218True Wealth Design, LLC$01
219Aster Capital Management (DIFC) Ltd$01
Truncated by Public Filings. The published aggregate ranks the top 219 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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