NXHNasdaqRetail-Catalog & Mail-Order HousesFiscal year ends December 31Also trades as BBBYW
NEIGHBORHOOD INTELLIGENCE, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$1.50−0.06 (-3.85%)
Close on Oct 19, 2026
- Market cap
- $111.46M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
51M
Shares held, 13F filers
Institutional holders
191
34 new, 24 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
6 buys · 1 sales
Net bought $546.89K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Amplify ETF Trust | 7,214,414 | 9.40% | 13G (passive) amendment | Jun 30, 2026 |
| Rosen Sharon | 7,200,000 | 8.90% | 13G (passive) | Jun 30, 2026 |
| Amplify Investments, LLC | 6,039,111 | 8.70% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 4,123,240 | 7.20% | 13G (passive) amendment | Sep 30, 2025 |
| Morgan Stanley | 3,758,412 | 5.40% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 3,480,306 | 5.01% | 13G (passive) | Mar 31, 2026 |
| Amplify Transformational Data Sharing ETF, a series of the Amplify ETF Trust | – | – | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NXH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 7,303,159 | – | $42.29M | +1,264,048 | 0.07% |
| BlackRock, Inc. | 5,733,685 | – | $33.20M | +833,493 | 0.00% |
| Morgan Stanley | 3,716,270 | – | $21.52M | +1,071,390 | 0.00% |
| Marshall Wace, Llp | 3,355,562 | – | $19.43M | +754,787 | 0.02% |
| Vanguard Capital Management LLC | 3,125,744 | – | $18.10M | +82,718 | 0.00% |
| Goldman Sachs Group Inc | 1,954,935 | – | $11.32M | +298,312 | 0.00% |
| Geode Capital Management, LLC | 1,899,355 | – | $11.00M | +281,829 | 0.00% |
| State Street Corp | 1,493,030 | – | $8.64M | +192,572 | 0.00% |
| Federated Hermes, Inc. | 1,369,753 | – | $7.93M | +386,922 | 0.01% |
| Vanguard Portfolio Management LLC | 1,261,282 | – | $7.30M | −358,648 | 0.00% |
| Dimensional Fund Advisors LP | 1,071,051 | – | $6.20M | +165,339 | 0.00% |
| Lee Danner & Bass Inc | 1,062,450 | – | $6.15M | – | 0.35% |
| Jacobs Levy Equity Management, Inc | 821,667 | – | $4.76M | +703,747 | 0.02% |
| Renaissance Technologies LLC | 819,487 | – | $4.74M | −221,613 | 0.01% |
| Royce & Associates LP | 760,035 | – | $4.40M | +40,000 | 0.04% |
| Shay Capital LLC | 652,328 | – | $3.78M | +13,775 | 0.24% |
| Gendell Jeffrey L | 620,000 | – | $3.59M | New | 0.03% |
| Northern Trust Corp | 613,541 | – | $3.55M | +83,396 | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 612,122 | – | $3.54M | +123,902 | 0.01% |
| Charles Schwab Investment Management Inc | 608,652 | – | $3.52M | +50,282 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 191 | 51M | 34 / 79 | 43 / 24 | 11M | 4M |
| Q1 2026 | 184 | 44M | 37 / 68 | 43 / 34 | 13M | 7M |
| Q4 2025 | 184 | 43M | 40 / 67 | 44 / 20 | 13M | 11M |
| Q3 2025 | 168 | 41M | 32 / 62 | 47 / 33 | 14M | 7M |
| Q2 2025 | 171 | 34M | 33 / 51 | 51 / 38 | 8M | 5M |
| Q1 2025 | 177 | 31M | 31 / 55 | 55 / 40 | 7M | 7M |
| Q4 2024 | 187 | 32M | 45 / 58 | 51 / 52 | 10M | 6M |
| Q3 2024 | 198 | 28M | 36 / 67 | 58 / 46 | 8M | 7M |
| Q2 2024 | 209 | 30M | 49 / 92 | 50 / 52 | 8M | 12M |
| Q1 2024 | 215 | 35M | 67 / 57 | 68 / 32 | 7M | 8M |
| Q4 2023 | 181 | 36M | 32 / 54 | 69 / 34 | 11M | 5M |
| Q3 2023 | 184 | 31M | 28 / 71 | 62 / 56 | 7M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NXH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Amplify Blockchain Technology ETF | 7,214,414 | – | $41.77M | 3.59% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,196,506 | – | $12.72M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,970,600 | – | $11.41M | 0.01% | Jun 30, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 1,835,687 | – | $9.27M | 0.41% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 852,357 | – | $4.94M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 816,307 | – | $4.12M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 703,190 | – | $4.07M | 0.03% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 529,236 | – | $3.06M | 0.03% | Jun 30, 2026 |
| ProShares Online Retail ETF | 513,829 | – | $3.15M | 4.76% | May 31, 2026 |
| Amplify Online Retail ETF | 478,945 | – | $2.77M | 2.58% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 370,550 | – | $2.27M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 351,778 | – | $2.16M | 0.01% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 349,347 | – | $2.14M | 0.01% | May 31, 2026 |
| U.S. Small Cap Portfolio | 297,426 | – | $1.50M | 0.01% | Jul 31, 2026 |
| Vanguard Consumer Discretionary Index Fund | 277,362 | – | $1.70M | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Marcus Lemonis | EXECUTIVE CHAIRMAN & CEO, Director | 691,447 | Sep 17, 2026 |
| Jill Windrum | CAO and Deputy CFO | – | Sep 9, 2026 |
| Brian LaRose | Chief Financial Officer | – | Aug 10, 2026 |
| Lisa Foley Dubois | Chief Operating Officer | 14,160 | May 18, 2026 |
| Leah R. Putnam | Frmr. Chief Accounting Officer | 63,842 | May 18, 2026 |
| Amy Ervin Sullivan | President | 95,255 | May 18, 2026 |
| Adrianne Lee | President & CFO | 88,825 | Mar 12, 2026 |
| Rick Lockton | See Remarks | – | Nov 18, 2025 |
| Alexander William Thomas | Chief Operating Officer | 9,202 | Nov 18, 2025 |
| David J. Nielsen | PRESIDENT | 86,344 | Feb 6, 2025 |
| Joseph J. Tabacco Jr | Director | 225,588 | Aug 7, 2026 |
| Robert Jacob Shapiro | Director | 70,107 | Aug 7, 2026 |
| Joanna M. Burkey | Director | 32,474 | Jun 8, 2026 |
| Tamara Ward | Director | 4,676 | May 22, 2026 |
| Debra Golding Perelman | Director | 32,174 | May 18, 2026 |
| Barclay Corbus | Director | 105,047 | May 18, 2026 |
| William Benjamin Nettles JR | Director | 49,747 | May 18, 2026 |
| Joanna Catherine Burkey | Director | 15,544 | May 23, 2025 |
| Barclay F. Corbus | Director | 78,174 | May 23, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Marcus Lemonis EXECUTIVE CHAIRMAN & CEO, Director | Aug 12, 2026 | Buy | +23,094 | $4.30 | $99.30K | 736,232 |
| Robert Jacob Shapiro Director | Aug 6, 2026 | Buy | +3,000 | $4.51 | $13.53K | 70,107 |
| Joseph J. Tabacco Jr Director | Aug 6, 2026 | Buy | +20,000 | $4.57 | $91.40K | 58,379 |
| Marcus Lemonis EXECUTIVE CHAIRMAN & CEO, Director | Aug 5, 2026 | Buy | +21,691 | $4.67 | $101.30K | 691,447 |
| Marcus Lemonis EXECUTIVE CHAIRMAN & CEO, Director | Aug 5, 2026 | Buy | +43,382 | $4.67 | $202.59K | 713,138 |
| Joanna M. Burkey Director | Jun 4, 2026 | Sale(10b5-1 plan) | −9,943 | $6.38 | $63.44K | 32,474 |
| Joseph J. Tabacco Jr Director | May 15, 2026 | Option exercise | +26,873 | – | – | 38,379 |
| William Benjamin Nettles JR Director | May 15, 2026 | Option exercise | +26,873 | – | – | 49,747 |
| Barclay Corbus Director | May 15, 2026 | Option exercise | +26,873 | – | – | 105,047 |
| Joanna M. Burkey Director | May 15, 2026 | Option exercise | +26,873 | – | – | 42,417 |
| Debra Golding Perelman Director | May 15, 2026 | Option exercise | +26,873 | – | – | 32,174 |
| Robert Jacob Shapiro Director | May 15, 2026 | Option exercise | +26,873 | – | – | 67,107 |
| Leah R. Putnam Frmr. Chief Accounting Officer | May 14, 2026 | Option exercise | +3,287 | – | – | 63,842 |
| Leah R. Putnam Frmr. Chief Accounting Officer | May 14, 2026 | Tax withholding | −801 | $4.69 | $3.76K | 63,041 |
| Leah R. Putnam Frmr. Chief Accounting Officer | May 14, 2026 | Option exercise | +15,060 | – | – | 78,101 |
| Leah R. Putnam Frmr. Chief Accounting Officer | May 14, 2026 | Tax withholding | −3,668 | $4.69 | $17.20K | 74,433 |
| Leah R. Putnam Frmr. Chief Accounting Officer | May 14, 2026 | Tax withholding | −289 | $4.69 | $1.36K | 18,585 |
| Leah R. Putnam Frmr. Chief Accounting Officer | May 14, 2026 | Option exercise | +1,186 | – | – | 18,874 |
| Leah R. Putnam Frmr. Chief Accounting Officer | May 14, 2026 | Tax withholding | −9,740 | $4.69 | $45.68K | 60,555 |
| Leah R. Putnam Frmr. Chief Accounting Officer | May 14, 2026 | Option exercise | +40,000 | – | – | 70,295 |
| Leah R. Putnam Frmr. Chief Accounting Officer | May 14, 2026 | Tax withholding | −940 | $4.69 | $4.41K | 30,295 |
| Leah R. Putnam Frmr. Chief Accounting Officer | May 14, 2026 | Option exercise | +3,858 | – | – | 31,235 |
| Leah R. Putnam Frmr. Chief Accounting Officer | May 14, 2026 | Tax withholding | −2,830 | $4.69 | $13.27K | 27,377 |
| Leah R. Putnam Frmr. Chief Accounting Officer | May 14, 2026 | Option exercise | +11,622 | – | – | 30,207 |
| Leah R. Putnam Chief Accounting Officer | Apr 12, 2026 | Tax withholding | −366 | $4.69 | $1.72K | 17,688 |
| Leah R. Putnam Chief Accounting Officer | Apr 12, 2026 | Option exercise | +1,500 | – | – | 18,054 |
| Lisa Foley Dubois Chief Operating Officer | Apr 2, 2026 | Award | +14,160 | – | – | 14,160 |
| Amy Ervin Sullivan President | Apr 2, 2026 | Award | +95,255 | – | – | 95,255 |
| Joseph J. Tabacco Jr Director | Mar 10, 2026 | Buy | +20,000 | $5.11 | $102.20K | 167,209 |
| Marcus Lemonis EXECUTIVE CHAIRMAN & CEO, Director | Mar 10, 2026 | Award | +166,666 | – | – | 622,817 |
| Marcus Lemonis EXECUTIVE CHAIRMAN & CEO, Director | Mar 10, 2026 | Tax withholding | −59,813 | $4.91 | $293.68K | 563,004 |
| Marcus Lemonis EXECUTIVE CHAIRMAN & CEO, Director | Mar 10, 2026 | Award | +141,432 | – | – | 704,436 |
| Marcus Lemonis EXECUTIVE CHAIRMAN & CEO, Director | Mar 10, 2026 | Tax withholding | −34,680 | $4.91 | $170.28K | 669,756 |
| Leah R. Putnam Chief Accounting Officer | Mar 2, 2026 | Option exercise | +1,000 | – | – | 16,798 |
| Leah R. Putnam Chief Accounting Officer | Mar 2, 2026 | Tax withholding | −244 | $5.18 | $1.26K | 16,554 |
| Leah R. Putnam Chief Accounting Officer | Feb 4, 2026 | Option exercise | +7,530 | – | – | 17,618 |
| Leah R. Putnam Chief Accounting Officer | Feb 4, 2026 | Tax withholding | −488 | $5.62 | $2.74K | 10,088 |
| Leah R. Putnam Chief Accounting Officer | Feb 4, 2026 | Option exercise | +1,644 | – | – | 10,576 |
| Leah R. Putnam Chief Accounting Officer | Feb 4, 2026 | Tax withholding | −470 | $5.62 | $2.64K | 8,932 |
| Leah R. Putnam Chief Accounting Officer | Feb 4, 2026 | Option exercise | +1,929 | – | – | 9,402 |
| Leah R. Putnam Chief Accounting Officer | Feb 4, 2026 | Tax withholding | −1,415 | $5.62 | $7.95K | 7,473 |
| Leah R. Putnam Chief Accounting Officer | Feb 4, 2026 | Option exercise | +5,811 | – | – | 8,888 |
| Leah R. Putnam Chief Accounting Officer | Feb 4, 2026 | Tax withholding | −1,820 | $5.62 | $10.23K | 15,798 |
| Adrianne Lee President & CFO | Feb 4, 2026 | Tax withholding | −5,464 | $5.62 | $30.71K | 88,825 |
| Adrianne Lee President & CFO | Feb 4, 2026 | Option exercise | +18,939 | – | – | 94,289 |
| Adrianne Lee President & CFO | Feb 4, 2026 | Option exercise | +6,172 | – | – | 94,997 |
| Adrianne Lee President & CFO | Feb 4, 2026 | Tax withholding | −1,781 | $5.62 | $10.01K | 93,216 |
| Adrianne Lee President & CFO | Feb 4, 2026 | Option exercise | +16,072 | – | – | 109,288 |
| Adrianne Lee President & CFO | Feb 4, 2026 | Tax withholding | −4,637 | $5.62 | $26.06K | 104,651 |
| Adrianne Lee President & CFO | Feb 4, 2026 | Tax withholding | −1,512 | $5.62 | $8.50K | 108,377 |
| Adrianne Lee President & CFO | Feb 4, 2026 | Option exercise | +5,238 | – | – | 109,889 |
| Adrianne Lee President & CFO | Jan 23, 2026 | Tax withholding | −6,049 | $6.87 | $41.56K | 75,350 |
| Adrianne Lee President & CFO | Jan 23, 2026 | Option exercise | +20,965 | – | – | 81,399 |
| Alexander William Thomas Chief Operating Officer | Nov 15, 2025 | Option exercise | +1,186 | – | – | 9,136 |
| Alexander William Thomas Chief Operating Officer | Nov 15, 2025 | Tax withholding | −343 | $6.03 | $2.07K | 8,793 |
| Leah R. Putnam Chief Accounting Officer | Nov 15, 2025 | Tax withholding | −289 | $6.03 | $1.74K | 3,077 |
| Leah R. Putnam Chief Accounting Officer | Nov 15, 2025 | Option exercise | +1,186 | – | – | 3,366 |
| Adrianne Lee President & CFO | Jul 21, 2025 | Sale(10b5-1 plan) | −2,200 | $10.00 | $22.00K | 60,434 |
| Debra Golding Perelman Director | May 21, 2025 | Option exercise | +5,301 | – | – | 5,301 |
| Joseph J. Tabacco Jr Director | May 21, 2025 | Option exercise | +10,172 | – | – | 11,506 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Joanna M. Burkey Director | Jun 4, 2026 | 9,943 | $63.46K | Jun 4, 2026 | Restricted Stock Vesting |
| Adrianne Lee Officer | Jul 21, 2025 | 2,200 | $22.00K | Jul 21, 2025 | RSU Vesting |
| William Benjamin Nettles JR Director | Aug 14, 2024 | 10,412 | $103.18K | Aug 14, 2024 | Restricted Stock Award |
| Joanna Catherine Burkey Director | May 22, 2024 | 610 | $10.17K | May 22, 2024 | RSU Vesting |
| Joanna Catherine Burkey Director | Mar 4, 2024 | 2,543 | $85.10K | Mar 4, 2024 | RSU Vesting |
| Joel Weight Officer | Aug 4, 2023 | 2,500 | $90.49K | Aug 2, 2023 | Restricted Stock Award Vesting |