Public record / Tickers / NOVT

NOVT — NOVANTA INC

Both disclosure regimes on one name: who in Congress filed about NOVT, 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
10
all PTR rows naming NOVT
Members · 12m
1
2 buys · 0 sells · by trade date
Latest PTR
06-08
filed 2026-06-08
13F holders
312
top-312 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

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

Purchase · traded 2026-05-18 → filed 2026-06-08. Ranked over every NOVT row by the provable lower bound, never a point estimate.

1 member · 2 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.

Every row filed inside 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

4 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. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NOVT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NOVT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 05-18 +21d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 11-13 +32d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2022-08-29Josh Gottheimer D–NJ-5Sale · partial (partial sale)Traded 07-25 +35d$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 10 ↗

Members active in NOVT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing NOVT 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-312$2.0K to $30.0K2

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

Congress ↔ notable managers · NOVT

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

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $1.4M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · NOVANTA INC

Merged timeline of congressional filings and notable-manager moves on NOVT
DateWhoChangeSize
2026-05-14Caxton Associates 13Fnew+11,535 sh

1 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 NOVT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$550M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$293M1
3Allspring Global Investments Holdings, LLC$210M1
4VANGUARD CAPITAL MANAGEMENT LLC$191M1
5Conestoga Capital Advisors, LLC$171M1
6STATE STREET CORP$158M1
7WASATCH ADVISORS LP$118M1
8GEODE CAPITAL MANAGEMENT, LLC$111M1
9BAMCO INC /NY/$108M1
10CONGRESS ASSET MANAGEMENT CO$107M1
11WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$92.5M1
12AMERICAN CENTURY COMPANIES INC$81.9M1
13NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$78.1M1
14DIMENSIONAL FUND ADVISORS LP$74.6M1
15NORTHERN TRUST CORP$59.3M1
16SEI INVESTMENTS CO$57.2M1
17Mawer Investment Management Ltd.$57.0M1
18SCHRODER INVESTMENT MANAGEMENT GROUP$56.6M1
19BROWN ADVISORY INC$54.2M1
20BANK OF AMERICA CORP /DE/$53.9M1
21CHARLES SCHWAB INVESTMENT MANAGEMENT INC$52.6M1
22MORGAN STANLEY$51.8M1
23WELLINGTON MANAGEMENT GROUP LLP$49.3M1
24BARROW HANLEY MEWHINNEY & STRAUSS LLC$48.6M1
25Champlain Investment Partners, LLC$46.3M1
26Telemark Asset Management, LLC$44.3M1
27AMERICAN CAPITAL MANAGEMENT INC$44.2M1
28BNP Paribas Asset Management Holding S.A.$38.2M1
29Harvey Partners, LLC$37.8M1
30Bank of New York Mellon Corp$35.7M1
31Clearline Capital LP$33.6M1
32Janus Henderson Group Ltd.$31.4M1
33VANGUARD FIDUCIARY TRUST CO$29.4M1
34VICTORY CAPITAL MANAGEMENT INC$26.6M1
35ROYAL BANK OF CANADA$26.0M1
36EXCHANGE TRADED CONCEPTS, LLC$25.5M1
37Legal & General Group Plc$24.7M1
38VOLORIDGE INVESTMENT MANAGEMENT, LLC$23.5M1
39Greenhouse Funds LLLP$23.2M1
40AMERIPRISE FINANCIAL INC$21.8M1
41WCM INVESTMENT MANAGEMENT, LLC$21.1M1
42PRINCIPAL FINANCIAL GROUP INC$20.8M1
43Artisan Partners Limited Partnership$20.8M1
44Aristotle Capital Boston, LLC$19.6M1
45ENVESTNET ASSET MANAGEMENT INC$18.2M1
46Capital International Investors$15.9M1
47BLAIR WILLIAM & CO/IL$15.7M1
48BRADLEY FOSTER & SARGENT INC/CT$15.2M1
49Nuveen, LLC$13.7M1
50AQR CAPITAL MANAGEMENT LLC$13.7M1
51FENIMORE ASSET MANAGEMENT INC$13.7M1
52Granite Investment Partners, LLC$13.5M1
53HSBC HOLDINGS PLC$13.1M1
54Point72 Asset Management, L.P.$12.8M1
55OSAIC HOLDINGS, INC.$12.7M1
56OSTERWEIS CAPITAL MANAGEMENT INC$12.6M1
57SEGALL BRYANT & HAMILL, LLC$12.2M1
58UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.2M1
59G2 Investment Partners Management LLC$10.2M1
60RAYMOND JAMES FINANCIAL INC$10.1M1
61Invesco Ltd.$8.5M1
62MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.5M1
63AXIOM INVESTORS LLC /DE$8.5M1
64Swiss National Bank$8.4M1
65Southpoint Capital Advisors LP$8.3M1
66ALLIANCEBERNSTEIN L.P.$8.2M1
67Summit Creek Advisors LLC$7.7M1
68KORNITZER CAPITAL MANAGEMENT INC /KS$7.1M1
69SCOPUS ASSET MANAGEMENT, L.P.$6.7M1
70UBS Group AG$6.3M1
71NEW YORK STATE COMMON RETIREMENT FUND$5.7M1
72NICHOLAS COMPANY, INC.$5.7M1
73CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$5.6M1
74Retirement Systems of Alabama$5.2M1
75MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.8M1
76OPPENHEIMER ASSET MANAGEMENT INC.$4.5M1
77Portolan Capital Management, LLC$4.4M1
78CITIGROUP INC$4.4M1
79MetLife Investment Management, LLC$4.3M1
80TRUIST FINANCIAL CORP$4.3M1
81CASTLEARK MANAGEMENT LLC$4.1M1
82DEUTSCHE BANK AG\$4.1M1
83BALYASNY ASSET MANAGEMENT L.P.$4.0M1
84VANGUARD ASSET MANAGEMENT, Ltd$3.9M1
85WELLS FARGO & COMPANY/MN$3.8M1
86SMA Capital LLC$3.6M1
87Creative Planning$3.5M1
88HERALD INVESTMENT MANAGEMENT Ltd$3.4M1
89BARCLAYS PLC$3.3M1
90Universal- Beteiligungs- und Servicegesellschaft mbH$3.3M1
91Qube Research & Technologies Ltd$3.3M1
92MANUFACTURERS LIFE INSURANCE COMPANY, THE$3.1M1
93LPL Financial LLC$3.0M1
94Holocene Advisors, LP$3.0M1
95Krane Funds Advisors LLC$3.0M1
96INTECH INVESTMENT MANAGEMENT LLC$2.9M1
97Amundi$2.7M1
98CITADEL ADVISORS LLC$2.7M1
99Brevan Howard Capital Management LP$2.5M1
100BOOTHBAY FUND MANAGEMENT, LLC$2.5M1
101MOODY ALDRICH PARTNERS LLC$2.5M1
102STIFEL FINANCIAL CORP$2.5M1
103ESSEX INVESTMENT MANAGEMENT CO LLC$2.4M1
104Pathstone Holdings, LLC$2.3M1
105Cerity Partners LLC$2.3M1
106PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.9M1
107DIVERSIFY WEALTH MANAGEMENT, LLC$1.8M1
108State of New Jersey Common Pension Fund D$1.8M1
109D. E. Shaw & Co., Inc.$1.8M1
110FMR LLC$1.7M1
111Vanguard Global Advisers, LLC$1.7M1
112Trexquant Investment LP$1.7M1
113Cetera Investment Advisers$1.6M1
114Orion Porfolio Solutions, LLC$1.6M1
115Gibbs Wealth Management$1.5M1
116Zurcher Kantonalbank (Zurich Cantonalbank)$1.4M1
117SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M1
118TWO SIGMA INVESTMENTS, LP$1.4M1
119CAXTON ASSOCIATES LLP$1.4M1
120US BANCORP \DE\$1.3M1
121Diversified Trust Co$1.3M1
122Quantinno Capital Management LP$1.3M1
123GLENMEDE TRUST CO NA$1.2M1
124XTX Topco Ltd$1.2M1
1251492 Capital Management LLC$1.2M1
126YOUSIF CAPITAL MANAGEMENT, LLC$1.2M1
127Sterling Capital Management LLC$1.2M1
128Elo Mutual Pension Insurance Co$1.2M1
129Arizona State Retirement System$1.2M1
130Ameritas Investment Partners, Inc.$1.1M1
131COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.1M1
132Vanguard Investments Australia, Ltd.$1.0M1
133STATE OF MICHIGAN RETIREMENT SYSTEM$1.0M1
134Callan Family Office, LLC$947K1
135NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$947K1
136STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$944K1
137KLP KAPITALFORVALTNING AS$933K1
138Empowered Funds, LLC$922K1
139REGIONS FINANCIAL CORP$921K1
140ARGENT CAPITAL MANAGEMENT LLC$906K1
141OREGON PUBLIC EMPLOYEES RETIREMENT FUND$871K1
142Mariner, LLC$865K1
143Portside Wealth Group, LLC$852K1
144New Age Alpha Advisors, LLC$838K1
145Kerrisdale Advisers, LLC$806K1
146ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$794K1
147ProShare Advisors LLC$788K1
148Legato Capital Management LLC$766K1
149Pictet Asset Management Holding SA$752K1
150VOYA INVESTMENT MANAGEMENT LLC$736K1
151PRUDENTIAL FINANCIAL INC$726K1
152Mitsubishi UFJ Asset Management Co., Ltd.$669K1
153XPONANCE LLC$633K1
154Atria Investments, Inc$614K1
155Banque Transatlantique SA$584K1
156TWO SIGMA SECURITIES, LLC$581K1
157FIDUCIARY TRUST CO$572K1
158Tidal Investments LLC$571K1
159COMMERCE BANK$569K1
160Tower Research Capital LLC (TRC)$554K1
161SUMMITRY LLC$508K1
162MML INVESTORS SERVICES, LLC$505K1
163NICOLET BANKSHARES INC$499K1
164Verition Fund Management LLC$490K1
165Alliance Wealth Advisors, LLC /UT$488K1
166MERCER GLOBAL ADVISORS INC /ADV$439K1
167TORONTO DOMINION BANK$436K1
168Crossmark Global Holdings, Inc.$429K1
169QUADRANT CAPITAL GROUP LLC$420K1
170CWM, LLC$415K1
171STATE OF WISCONSIN INVESTMENT BOARD$413K1
172Central Pacific Bank - Trust Division$392K1
173Vanguard Personalized Indexing Management, LLC$379K1
174NORDEN GROUP LLC$358K1
175NewEdge Advisors, LLC$353K1
176BANK OF MONTREAL /CAN/$336K1
177State of Wyoming$333K1
178SECURIAN ASSET MANAGEMENT, INC$311K1
179Verdence Capital Advisors LLC$306K1
180CANADA PENSION PLAN INVESTMENT BOARD$283K1
181Corient Private Wealth LLC$282K1
182Sanctuary Advisors, LLC$280K1
183Swiss Life Asset Management Ltd$276K1
184DnB Asset Management AS$274K1
185Sequoia Financial Advisors, LLC$273K1
186Phoenix Financial Ltd.$271K1
187Vestmark Advisory Solutions, Inc.$267K1
188Headlands Technologies LLC$266K1
189Focus Partners Wealth$261K1
190Ensign Peak Advisors, Inc$254K1
191Chicago Capital, LLC$252K1
192WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$245K1
193Balefire, LLC$238K1
194CIBC Bancorp USA Inc.$238K1
195Centiva Capital, LP$236K1
196HB Wealth Management, LLC$235K1
197Madison Wealth Partners, Inc$234K1
198OneDigital Investment Advisors LLC$233K1
199MARCO INVESTMENT MANAGEMENT LLC$233K1
200Brooklyn Investment Group$229K1
201MOODY NATIONAL BANK TRUST DIVISION$226K1
202Elequin Capital, LP$224K1
203Envestnet Portfolio Solutions, Inc.$218K1
204Sowell Financial Services LLC$215K1
205FEDERATED HERMES, INC.$210K1
206Abel Hall, LLC$209K1
207Hilltop National Bank$209K1
208M&T BANK CORP$201K1
209AZZAD ASSET MANAGEMENT INC /ADV$200K1
210GROUP ONE TRADING LLC$177K1
211Larson Financial Group LLC$127K1
212Rockefeller Capital Management L.P.$114K1
213NISA INVESTMENT ADVISORS, LLC$108K1
214FIFTH THIRD BANCORP$91.9K1
215Spire Wealth Management$90.4K1
216SBI Securities Co., Ltd.$79.4K1
217Eurizon Capital SGR S.p.A.$72.6K1
218Aquatic Capital Management LLC$67.6K1
219Steward Partners Investment Advisory, LLC$66.0K1
220ASSETMARK, INC$63.4K1
221Allworth Financial LP$50.0K1
222TD Waterhouse Canada Inc.$47.1K1
223UMB Bank, n.a.$32.4K1
224Kemnay Advisory Services Inc.$28.8K1
225MATHER GROUP, LLC.$28.6K1
226Pinnacle Wealth Planning Services, Inc.$27.6K1
227NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25.5K1
228MAI Capital Management$23.4K1
229Smartleaf Asset Management LLC$23.0K1
230SWAN Capital LLC$18.4K1
231SIGNATUREFD, LLC$16.1K1
232PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$15.4K1
233SJS Investment Consulting Inc.$15.2K1
234Parkside Financial Bank & Trust$12.8K1
235Crewe Advisors LLC$8.4K1
236Arax Advisory Partners$7.4K1
237CENTRAL TRUST Co$6.4K1
238THRIVENT FINANCIAL FOR LUTHERANS$5.6K1
239NATIXIS ADVISORS, LLC$5.5K1
240JNBA Financial Advisors$4.1K1
241Bell Investment Advisors, Inc$4.0K1
242FARMERS & MERCHANTS INVESTMENTS INC$3.7K1
243Financial Network Wealth Advisors LLC$3.7K1
244CVA Family Office, LLC$3.5K1
245WPG Advisers, LLC$3.4K1
246True Wealth Design, LLC$2.8K1
247HARBOR CAPITAL ADVISORS, INC.$2.5K1
248CANADA LIFE ASSURANCE Co$2.4K1
249Sachetta, LLC$2.1K1
250Prestige Wealth Management Group LLC$2.0K1
251Leonteq Securities AG$1.9K1
252Raleigh Capital Management Inc.$1.9K1
253AMALGAMATED BANK$1.8K1
254JFS WEALTH ADVISORS, LLC$1.4K1
255Private Wealth Management Group, LLC$1.3K1
256Clearstead Advisors, LLC$1.2K1
257Keating Financial Advisory Services, Inc.$1.2K1
258VAN ECK ASSOCIATES CORP$7331
259State of Alaska, Department of Revenue$6421
260Transamerica Financial Advisors, LLC$5901
261NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5341
262Marquette Asset Management, LLC$4731
263PARK AVENUE SECURITIES LLC$3711
264Rialto Wealth Management, LLC$3551
265Vermillion Wealth Management, Inc.$3541
266Signature Equity Partners, LLC$3541
267Premier Fund Managers Ltd$2751
268HFM Investment Advisors, LLC$2361
269TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1191
270KBC Group NV$1191
271SHP Wealth Management$1181
272NOMURA ASSET MANAGEMENT CO LTD$01
273Avion Wealth$01
274VANGUARD GROUP INC$01
275TEACHER RETIREMENT SYSTEM OF TEXAS$01
276DANSKE BANK A/S$01
277Sculptor Capital LP$01
278CIBC WORLD MARKETS CORP$01
279COLDSTREAM CAPITAL MANAGEMENT INC$01
280LAZARD ASSET MANAGEMENT LLC$01
281SILVERCREST ASSET MANAGEMENT GROUP LLC$01
282MILLENNIUM MANAGEMENT LLC$01
283CIBC Private Wealth Group LLC$01
284Polar Asset Management Partners Inc.$01
285Magnetar Financial LLC$01
286Weiss Asset Management LP$01
287GSA CAPITAL PARTNERS LLP$01
288NORGES BANK$01
289Laurion Capital Management LP$01
290O'SHAUGHNESSY ASSET MANAGEMENT, LLC$01
291Alberta Investment Management Corp$01
292HRT FINANCIAL LP$01
293Dakota Wealth Management$01
294Squarepoint Ops LLC$01
295ANTIPODES PARTNERS Ltd$01
296THAMES CAPITAL MANAGEMENT LLC$01
297DV Trading LLC$01
298ExodusPoint Capital Management, LP$01
299Global Retirement Partners, LLC$01
300NICOLET ADVISORY SERVICES, LLC$01
301Physician Wealth Advisors, Inc.$01
302Key FInancial Inc$01
303Kestra Advisory Services, LLC$01
304Optiver Holding B.V.$01
305Whalen Wealth Management Inc.$01
306SageView Advisory Group, LLC$01
307Strengthening Families & Communities, LLC$01
308TRANSATLANTIQUE PRIVATE WEALTH LLC$01
309Dunhill Financial, LLC$01
310EntryPoint Capital, LLC$01
311Kilter Group LLC$01
312Third View Private Wealth, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 312 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)2 buy / 0 sell
Congress net ($ bound)$2.0K to $30.0K
Filers net (actions)not in build
Filers net ($ 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 NOVT

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for NOVT · financials and macro

Financials — as filed PLANNED

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