MOODY ALDRICH PARTNERS LLC CARG — CARGURUS INC

Ownership history in MOODY ALDRICH PARTNERS LLC  ·  7 quarters on record

AI Ownership Summary

MOODY ALDRICH PARTNERS LLC reported CARGURUS INC (CARG) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 1.24% in 2025 Q3. The latest visible filing shows CARG at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CARG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY ALDRICH PARTNERS LLC's position in CARGURUS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CARG was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.24% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CARG stock page MOODY ALDRICH PARTNERS LLC fund profile MOODY ALDRICH PARTNERS LLC full holdings
How MOODY ALDRICH PARTNERS LLC held CARG — position size vs. price
% of Fund (quarterly)    CARG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 60,379 -16,607 -21.6% 0.37% $2.1M 2026-07-15 $35.66
2026 Q1 REDUCED 54.0% -0.1% ✅ 76,986 -90,315 -54.0% 0.47% $2.6M 2026-04-20 $37.13
2025 Q4 REDUCED — — — 167,301 -8,152 -4.6% 1.20% $6.4M 2026-01-30 $32.40
2025 Q3 REDUCED — — — 175,453 -1,414 -0.8% 1.24% $6.5M 2025-10-21 $36.02
2025 Q2 ADDED — — — 176,867 +36,116 +25.7% 1.15% $5.9M 2025-08-04 $31.57
2025 Q1 ADDED — — — 140,751 +35,340 +33.5% 0.86% $4.1M 2025-04-29 $28.42
2024 Q4 INITIATED — — — 105,411 — — 0.71% $3.9M 2025-01-23 $39.33

🏢 Other funds also holding CARG

As of 2026 Q2 — sorted by position size

CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.41% Unique Wealth Strategies, LLC 0.25% Portside Wealth Group, LLC 0.06% Central Pacific Bank - Trust Division 0.02% Y-Intercept (Hong Kong) Ltd 3Y 0.02% Hennion & Walsh Asset Management, Inc. 3Y 0.02% RFG Advisory, LLC 3Y 7Y 0.02% SCHARF INVESTMENTS, LLC 3Y 7Y 0.01% ADIRONDACK TRUST CO 3Y 7Y 0.01% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01%

FAQ About MOODY ALDRICH PARTNERS LLC and CARG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY ALDRICH PARTNERS LLC reported owning CARG?

MOODY ALDRICH PARTNERS LLC reported CARG across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported CARG position in MOODY ALDRICH PARTNERS LLC's portfolio?

The largest reported portfolio weight for CARG was 1.24% in 2025 Q3.

What is the latest reported CARG position on this page?

The most recent filing on this page is 2026 Q2, when MOODY ALDRICH PARTNERS LLC reported 60,379 shares, equal to 0.37% of portfolio, with an estimated market value of $2.1M.

What does the chart on this CARG ownership page compare?

The chart compares MOODY ALDRICH PARTNERS LLC's quarterly CARG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MOODY ALDRICH PARTNERS LLC time their CARG position?

Based on 13F filing dates vs. subsequent CARG price moves, MOODY ALDRICH PARTNERS LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on CARG relative to SPY over the holding period was -20.0%.

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