NVIDIA Corporation $NVDA Shares Sold by Jackson Square Partners LLC

Posted by Lindsey Winhoffer on Mar 4th, 2026

Jackson Square Partners LLC decreased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 22.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 103,004 shares of the computer hardware maker’s stock after selling 29,330 shares during the period. NVIDIA accounts for approximately 7.8% of Jackson Square Partners LLC’s holdings, making the stock its biggest holding. Jackson Square Partners LLC’s holdings in NVIDIA were worth $19,218,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in NVDA. Brighton Jones LLC boosted its position in NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker’s stock valued at $43,631,000 after buying an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG lifted its stake in shares of NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker’s stock valued at $315,100,000 after acquiring an additional 22,929 shares during the period. Highview Capital Management LLC DE boosted its holdings in NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker’s stock valued at $7,842,000 after acquiring an additional 3,653 shares during the last quarter. Hudson Value Partners LLC increased its position in NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker’s stock worth $6,805,000 after purchasing an additional 11,900 shares during the period. Finally, Wealth Group Ltd. raised its holdings in NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker’s stock worth $715,000 after purchasing an additional 896 shares during the last quarter. Institutional investors and hedge funds own 65.27% of the company’s stock.

NVIDIA Stock Down 1.3%

Shares of NVIDIA stock opened at $180.05 on Wednesday. NVIDIA Corporation has a 1 year low of $86.62 and a 1 year high of $212.19. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. The company has a market capitalization of $4.38 trillion, a P/E ratio of 36.74, a price-to-earnings-growth ratio of 0.62 and a beta of 2.33. The business has a 50-day moving average of $186.23 and a two-hundred day moving average of $183.88.

NVIDIA (NASDAQ:NVDA – Get Free Report) last posted its earnings results on Wednesday, February 25th. The computer hardware maker reported $1.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.54 by $0.08. The business had revenue of $68.13 billion during the quarter, compared to analysts’ expectations of $65.56 billion. NVIDIA had a return on equity of 97.37% and a net margin of 55.60%.NVIDIA’s revenue for the quarter was up 73.2% compared to the same quarter last year. During the same period in the prior year, the business earned $0.89 EPS. As a group, equities analysts predict that NVIDIA Corporation will post 2.77 EPS for the current year.

NVIDIA Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be given a $0.01 dividend. This represents a $0.04 annualized dividend and a yield of 0.0%. The ex-dividend date of this dividend is Wednesday, March 11th. NVIDIA’s payout ratio is currently 0.82%.

Insider Transactions at NVIDIA

In other NVIDIA news, CFO Colette Kress sold 30,500 shares of the stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $178.11, for a total transaction of $5,432,355.00. Following the completion of the transaction, the chief financial officer owned 1,286,826 shares in the company, valued at approximately $229,196,578.86. This represents a 2.32% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Harvey C. Jones sold 250,000 shares of the business’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the sale, the director owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. This trade represents a 3.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 1,598,120 shares of company stock worth $289,278,314. Company insiders own 4.17% of the company’s stock.

Analysts Set New Price Targets

NVDA has been the topic of several recent research reports. Royal Bank Of Canada raised their target price on shares of NVIDIA from $240.00 to $250.00 and gave the company an “outperform” rating in a research note on Thursday, February 26th. President Capital raised their price objective on shares of NVIDIA from $240.00 to $245.00 and gave the company a “buy” rating in a research note on Friday, November 28th. Needham & Company LLC reaffirmed a “buy” rating and set a $240.00 target price on shares of NVIDIA in a report on Thursday, February 26th. KeyCorp reissued an “overweight” rating and issued a $275.00 price target on shares of NVIDIA in a research note on Monday, February 23rd. Finally, UBS Group set a $400.00 price target on NVIDIA in a research report on Monday, February 23rd. Four analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $273.41.

View Our Latest Analysis on NVDA

NVIDIA News Summary

Here are the key news stories impacting NVIDIA this week:

Positive Sentiment: NVIDIA-led coalition commits to building AI‑native, open 6G infrastructure — expands a multi‑year telecom TAM for GPUs and software that could drive long‑term server and edge demand. Nvidia Expands Telecom Push With AI-Native 6G Initiative
Positive Sentiment: Akamai and other large cloud/edge customers are deploying thousands of NVIDIA Blackwell GPUs for inference — signals strong demand for inference infrastructure beyond hyperscalers and supports recurring GPU sales. Akamai to Deploy Thousands of NVIDIA Blackwell GPUs
Positive Sentiment: NVIDIA is deepening optics and photonics supply chain with major investments (Coherent, Lumentum) and backing Ayar Labs — reduces supply risk for high‑speed interconnects and accelerates data‑center scale for AI. Nvidia to invest $4 billion in two photonics companies
Positive Sentiment: Droplet Biosciences and other healthcare partners are using NVIDIA Parabricks/AI tools to speed diagnostics — showcases revenue diversification into life‑sciences AI workloads. Diagnostics startup partners with Nvidia
Positive Sentiment: Wall Street support remains strong: UBS reaffirmed Buy citing extended backlog into 2027 and Wedbush raised its price target sharply to $300 — both reinforce upside expectations for revenue and margins. UBS Maintains Buy Rating on NVIDIA Wedbush PT Raised to $300
Neutral Sentiment: Analyst commentary and bullish think‑pieces argue NVDA remains a structural AI winner (Morgan Stanley/Investopedia, Strategas) — positive longer term but not an immediate price catalyst. Nvidia Is Morgan Stanley’s Favorite Chip Stock Again
Negative Sentiment: Geopolitical risk: NVIDIA temporarily closed its Dubai office amid the U.S.‑Iran conflict — raises short‑term operational/market‑risk and helped trigger risk‑off selling across tech. Nvidia, Amazon temporarily close Dubai offices
Negative Sentiment: Market‑wide risk‑off tied to the Middle East escalation (Nasdaq futures weakness) and post‑earnings rotation/profit‑taking are pressuring NVDA despite blockbuster Q4 — short‑term selling often follows big run‑ups. Nasdaq futures plunge as market takes Iran war more seriously Why Nvidia stock is down 2% today

NVIDIA Company Profile

(Free Report)

NVIDIA Corporation, founded in 1993 and headquartered in Santa Clara, California, is a global technology company that designs and develops graphics processing units (GPUs) and system-on-chip (SoC) technologies. Co-founded by Jensen Huang, who serves as president and chief executive officer, along with Chris Malachowsky and Curtis Priem, NVIDIA has grown from a graphics-focused chipmaker into a broad provider of accelerated computing hardware and software for multiple industries.

The company’s product portfolio spans discrete GPUs for gaming and professional visualization (marketed under the GeForce and NVIDIA RTX lines), high-performance data center accelerators used for AI training and inference (including widely adopted platforms such as the A100 and H100 series), and Tegra SoCs for automotive and edge applications.