Institutional Holders (2026 Q1)
830 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CSGP. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | S.E.E.D. Planning Group LLC | 2.57% | 219,089 | $8.8M |
| 2 | RIVERBRIDGE PARTNERS LLC | 1.21% | 1,227,391 | $49.5M |
| 3 | Chicago Capital, LLC | 1.15% | 1,055,620 | $42.6M |
| 4 | PEREGRINE CAPITAL MANAGEMENT LLC | 1.05% | 699,152 | $28.2M |
| 5 | LOUISBOURG INVESTMENTS INC. | 1.02% | 175,086 | $5.4M |
| 6 | Buttonwood Financial Advisors Inc. | 0.87% | 64,632 | $2.6M |
| 7 | Foster Victor Wealth Advisors, LLC | 0.73% | 340,762 | $12.8M |
| 8 | Pacific Capital Partners Ltd | 0.69% | 17,300 | $698K |
| 9 | Aurora Investment Managers, LLC. | 0.66% | 22,187 | — |
| 10 | Red Spruce Capital, LLC | 0.63% | 38,035 | $1.5M |
| 11 | PARAGON CAPITAL MANAGEMENT INC | 0.63% | 18,360 | $741K |
| 12 | Blue Zone Wealth Advisors, LLC | 0.59% | 71,468 | $2.9M |
| 13 | Vanderbilt University | 0.57% | 73,753 | $3.0M |
| 14 | BSN Capital Partners Ltd | 0.56% | 150,857 | $11.8M |
| 15 | Douglas Lane & Associates, LLC | 0.47% | 803,839 | $32.4M |
| 16 | Davis Capital Management | 0.36% | 13,335 | $538K |
| 17 | Oak Thistle LLC | 0.33% | 84,867 | $3.4M |
| 18 | Salvus Wealth Management, LLC | 0.33% | 13,857 | $559K |
| 19 | Linden Thomas Advisory Services, LLC | 0.26% | 66,059 | $2.7M |
| 20 | SVB WEALTH LLC | 0.26% | 96,060 | $3.9M |
| 21 | Waterway Wealth Management, LLC | 0.25% | 27,670 | $1.1M |
| 22 | Y-Intercept (Hong Kong) Ltd | 0.24% | 311,918 | $12.6M |
| 23 | Wallace Advisory Group, LLC | 0.22% | 5,191 | $209K |
| 24 | Intellectus Partners, LLC | 0.18% | 21,796 | $879K |
| 25 | Skylands Capital, LLC | 0.17% | 32,050 | $1.3M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|