CZWI
name pending profile ingest
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | +5 | 3.91M | $90.96M | +7 | −2 |
| Q1 2026 | 46 | -1 | 4.10M | $80.94M | +3 | −4 |
| Q4 2025 | 47 | +1 | 4.42M | $78.83M | +1 | — |
| Q3 2025 | 14 | +1 | 1.91M | $30.62M | +2 | −1 |
| Q2 2025 | 10 | 0 | 1.61M | $22.27M | — | — |
| Q1 2025 | 7 | 0 | 525.55K | $7.56M | — | — |
| Q4 2024 | 7 | +2 | 375.75K | $6.12M | +2 | — |
| Q3 2024 | 4 | 0 | 292.97K | $4.15M | — | — |
| Q2 2024 | 4 | — | 282.04K | $3.26M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 116.64K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 102.39K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Arrowstreet Capital ✦ | 43.70K | — | $506,000 | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Renaissance Technologies ✦ | 19.30K | — | $223,301 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 84 holders, 5.84M shares, $110.40M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Officer, Director · CEO and President · 1.00K sh @ 20.50 · $20,500
Director · 500 sh @ 20.25 · $10,125
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
9.1% of class · View original SEC filing ↗
9.1% of class · View original SEC filing ↗
7.5% of class · View original SEC filing ↗
6.3% of class · View original SEC filing ↗