CUBI on NYSE
Customers Bancorp, Inc.
American state commercial bank, incorporated in Pennsylvania.
Price unavailable
Last updated Oct 18, 2026.
Overview
Compare with ORRSTOWN FINANCIAL SERVICES INC, CB Financial Services, Inc. or Mechanics Bancorp, or pick any stock.
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2020
329.8%Net margin3
-14.0%Revenue growth, 20204
11.9%Return on equity5
3.95×Debt to equity6
$128.4MFree cash flow4
Where the money goes
Where each dollar of revenue went, fiscal 2020
- Interest44¢$139.6M
- Income tax15¢$46.7M
- Profit42¢$132.6M
Where each dollar of operating cash went, fiscal 2020
- Capital spending4¢$4.7M
- Kept or used elsewhere96¢$128.4M
Financial statements
Every line of the income statement as filed: the last 3 fiscal years, latest first.9
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Loans and leases | $1.0B | $901.5M | $996.5M |
| Investment securities | $139.8M | $180.3M | $200.7M |
| Interest earning deposits | $177.4M | $190.8M | $125.9M |
| Loans held for sale | $9.6M | $46.1M | $36.2M |
| Other | $8.1M | $9.2M | $8.0M |
| Interest income | $1.4B | $1.3B | $1.4B |
| Deposits | $539.1M | $603.3M | $576.4M |
| FHLB advances | $52.0M | $52.1M | $80.0M |
| FRB advances | $0 | $0 | $6.3M |
| Subordinated debt | $13.0M | $12.3M | $10.8M |
| Other borrowings | $5.0M | $5.7M | $6.4M |
| Total interest expense | $609.1M | $673.4M | $679.9M |
| Net interest income | $750.5M | $654.4M | $687.4M |
| Provision for credit losses | $98.0M | $73.5M | $74.6M |
| Net interest income after provision for credit losses | $652.5M | $581.0M | $612.8M |
| Commercial lease income | $47.4M | $40.7M | $36.2M |
| Loan fees | $35.2M | $27.2M | $20.2M |
| Bank-owned life insurance | $11.3M | $9.4M | $11.8M |
| Mortgage finance transactional fees | $4.7M | $4.1M | $4.4M |
| Net gain (loss) on sale of loans and leases | -$60.0K | -$15.6M | -$1.2M |
| Loss on sale of capital call lines of credit | $0 | $0 | -$5.0M |
| Net gain (loss) on sale of investment securities | -$1.6M | -$27.0M | -$574.0K |
| Impairment loss on debt securities | -$51.3M | $0 | $0 |
| Unrealized gain on equity method investments | $0 | $11.4M | $0 |
| Other | $22.2M | $10.3M | $4.8M |
| Total non-interest income | $67.8M | $60.4M | $70.6M |
| Salaries and employee benefits | $189.0M | $175.8M | $133.3M |
| Technology, communication and bank operations | $43.5M | $65.2M | $65.5M |
| Commercial lease depreciation | $38.3M | $32.5M | $29.9M |
| Professional services | $50.4M | $35.0M | $35.2M |
| Loan servicing | $16.9M | $15.9M | $17.1M |
| Occupancy | $15.6M | $11.8M | $10.1M |
| FDIC assessments, non-income taxes, and regulatory fees | $41.2M | $41.7M | $35.0M |
| Advertising and promotion | $2.4M | $4.5M | $3.1M |
| Legal settlement expense | $0 | $0 | $4.1M |
| Other | $34.6M | $34.6M | $19.4M |
| Total non-interest expense | $431.9M | $417.0M | $352.7M |
| Income before income tax expense | $288.4M | $224.4M | $330.7M |
| Income tax expense | $64.3M | $42.9M | $80.6M |
| Net income | $224.1M | $181.5M | $250.1M |
| Preferred stock dividends | $10.2M | $15.0M | $14.7M |
| Loss on redemption of preferred stock | $4.7M | $0 | $0 |
| Net income available to common shareholders | $209.2M | $166.4M | $235.4M |
| Net income available to common shareholders | $209.2M | $166.4M | $235.4M |
| Basic earnings per common share (usd per share) | $6.46 | $5.28 | $7.49 |
| Diluted earnings per common share (usd per share) | $6.26 | $5.09 | $7.32 |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 4 fiscal years (annual) or 4 quarters (quarterly), latest first.9
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and due from banks | $62.1M | $56.8M | ||
| Interest earning deposits | $4.3B | $3.7B | ||
| Cash and cash equivalents | $4.4B | $3.8B | ||
| Investment securities, at fair value (includes allowance for credit losses of $28,805 and $7,604, respectively) | $1.9B | $2.0B | ||
| Investment securities held to maturity | $729.1M | $991.9M | ||
| Loans held for sale (includes $2,745 and $163,891, respectively, at fair value) | $26.1M | $204.8M | ||
| Loans and leases receivable | $15.0B | $13.1B | ||
| Loans receivable, mortgage finance, at fair value | $1.6B | $1.3B | ||
| Loans receivable, installment, at fair value | $102.1M | $0 | ||
| Allowance for credit losses on loans and leases | -$155.7M | -$136.8M | -$135.3M | -$130.9M |
| Total loans and leases receivable, net of allowance for credit losses on loans and leases | $16.6B | $14.3B | ||
| FHLB, Federal Reserve Bank, and other restricted stock | $110.4M | $96.2M | ||
| Accrued interest receivable | $103.6M | $108.4M | ||
| Bank premises and equipment, net | $16.7M | $6.7M | ||
| Bank-owned life insurance | $305.5M | $297.6M | ||
| Other real estate owned | $12.4M | $0 | ||
| Goodwill and other intangibles | $3.6M | $3.6M | ||
| Other assets | $638.4M | $481.4M | ||
| Total assets | $24.9B | $22.3B | ||
| Demand, non-interest bearing | $6.3B | $5.6B | ||
| Interest bearing | $14.5B | $13.2B | ||
| Total deposits | $20.8B | $18.8B | ||
| FHLB advances | $1.3B | $1.1B | ||
| Other borrowings | $99.2M | $99.1M | ||
| Subordinated debt | $281.1M | $182.5M | ||
| Accrued interest payable and other liabilities | $296.2M | $215.2M | ||
| Total liabilities | $22.8B | $20.5B | ||
| Preferred stock, par value $1.00 per share; liquidation preference $25.00 per share; 100,000,000 shares authorized; no shares issued and outstanding as of December 31, 2025 and 5,700,000 shares issued and outstanding as of December 31, 2024 | $0 | $137.8M | ||
| Common stock, par value $1.00 per share; 200,000,000 shares authorized; 36,188,920 and 35,758,246 shares issued as of December 31, 2025 and 2024; 34,191,223 and 31,346,507 shares outstanding as of December 31, 2025 and 2024 | $36.2M | $35.8M | ||
| Additional paid in capital | $666.8M | $575.3M | ||
| Retained earnings | $1.5B | $1.3B | ||
| Accumulated other comprehensive income (loss), net | -$54.0M | -$96.6M | ||
| Treasury stock, at cost (1,997,697 and 4,411,739 shares as of December 31, 2025 and 2024) | -$68.6M | -$141.7M | ||
| Total shareholders equity | $2.1B | $1.8B | $1.6B | $1.4B |
| Total liabilities and shareholders equity | $24.9B | $22.3B | ||
| Allowance for credit losses | $28.8M | $7.6M | $4.0M | $578.0K |
| Loans held for sale, fair value | $2.7M | $163.9M | ||
| Preferred stock, par value (usd per share) | $1.00 | $1.00 | ||
| Preferred stock, liquidation preference (usd per share) | $25 | $25 | ||
| Preferred stock, shares authorized (in shares) | 100.0M shares | 100.0M shares | ||
| Preferred stock, shares issued (in shares) | 0 shares | 5.7M shares | ||
| Preferred stock, shares outstanding (in shares) | 0 shares | 5.7M shares | ||
| Common stock, par value (usd per share) | $1.00 | $1.00 | ||
| Common stock, shares authorized (in shares) | 200.0M shares | 200.0M shares | ||
| Common stock, shares issued (in shares) | 36.2M shares | 35.8M shares | ||
| Common stock, shares outstanding (in shares) | 34.2M shares | 31.3M shares | ||
| Treasury stock, shares (in shares) | 2.0M shares | 4.4M shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 |
|---|---|---|---|---|
| Cash and due from banks | $62.1M | $56.8M | ||
| Interest earning deposits | $4.3B | $3.7B | ||
| Cash and cash equivalents | $4.4B | $3.8B | ||
| Investment securities, at fair value (includes allowance for credit losses of $28,805 and $7,604, respectively) | $1.9B | $2.0B | ||
| Investment securities held to maturity | $729.1M | $991.9M | ||
| Loans held for sale (includes $2,745 and $163,891, respectively, at fair value) | $26.1M | $204.8M | ||
| Loans and leases receivable | $15.0B | $13.1B | ||
| Loans receivable, mortgage finance, at fair value | $1.6B | $1.3B | ||
| Loans receivable, installment, at fair value | $102.1M | $0 | ||
| Allowance for credit losses on loans and leases | -$155.7M | -$136.8M | -$135.3M | -$130.9M |
| Total loans and leases receivable, net of allowance for credit losses on loans and leases | $16.6B | $14.3B | ||
| FHLB, Federal Reserve Bank, and other restricted stock | $110.4M | $96.2M | ||
| Accrued interest receivable | $103.6M | $108.4M | ||
| Bank premises and equipment, net | $16.7M | $6.7M | ||
| Bank-owned life insurance | $305.5M | $297.6M | ||
| Other real estate owned | $12.4M | $0 | ||
| Goodwill and other intangibles | $3.6M | $3.6M | ||
| Other assets | $638.4M | $481.4M | ||
| Total assets | $24.9B | $22.3B | ||
| Demand, non-interest bearing | $6.3B | $5.6B | ||
| Interest bearing | $14.5B | $13.2B | ||
| Total deposits | $20.8B | $18.8B | ||
| FHLB advances | $1.3B | $1.1B | ||
| Other borrowings | $99.2M | $99.1M | ||
| Subordinated debt | $281.1M | $182.5M | ||
| Accrued interest payable and other liabilities | $296.2M | $215.2M | ||
| Total liabilities | $22.8B | $20.5B | ||
| Preferred stock, par value $1.00 per share; liquidation preference $25.00 per share; 100,000,000 shares authorized; no shares issued and outstanding as of December 31, 2025 and 5,700,000 shares issued and outstanding as of December 31, 2024 | $0 | $137.8M | ||
| Common stock, par value $1.00 per share; 200,000,000 shares authorized; 36,188,920 and 35,758,246 shares issued as of December 31, 2025 and 2024; 34,191,223 and 31,346,507 shares outstanding as of December 31, 2025 and 2024 | $36.2M | $35.8M | ||
| Additional paid in capital | $666.8M | $575.3M | ||
| Retained earnings | $1.5B | $1.3B | ||
| Accumulated other comprehensive income (loss), net | -$54.0M | -$96.6M | ||
| Treasury stock, at cost (1,997,697 and 4,411,739 shares as of December 31, 2025 and 2024) | -$68.6M | -$141.7M | ||
| Total shareholders equity | $2.1B | $1.8B | $1.6B | $1.4B |
| Total liabilities and shareholders equity | $24.9B | $22.3B | ||
| Allowance for credit losses | $28.8M | $7.6M | $4.0M | $578.0K |
| Loans held for sale, fair value | $2.7M | $163.9M | ||
| Preferred stock, par value (usd per share) | $1.00 | $1.00 | ||
| Preferred stock, liquidation preference (usd per share) | $25 | $25 | ||
| Preferred stock, shares authorized (in shares) | 100.0M shares | 100.0M shares | ||
| Preferred stock, shares issued (in shares) | 0 shares | 5.7M shares | ||
| Preferred stock, shares outstanding (in shares) | 0 shares | 5.7M shares | ||
| Common stock, par value (usd per share) | $1.00 | $1.00 | ||
| Common stock, shares authorized (in shares) | 200.0M shares | 200.0M shares | ||
| Common stock, shares issued (in shares) | 36.2M shares | 35.8M shares | ||
| Common stock, shares outstanding (in shares) | 34.2M shares | 31.3M shares | ||
| Treasury stock, shares (in shares) | 2.0M shares | 4.4M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 3 fiscal years, latest first.9
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Net income | $224.1M | $181.5M | $250.1M |
| Provision for credit losses | $98.0M | $73.5M | $74.6M |
| Depreciation and amortization | $41.8M | $33.6M | $31.8M |
| Share-based compensation expense | $18.5M | $14.4M | $12.6M |
| Deferred taxes | -$11.0M | -$1.1M | $22.2M |
| Net amortization (accretion) of investment securities premiums and discounts | -$3.9M | -$4.5M | -$11.6M |
| Unrealized (gain) loss on investment securities | -$381.0K | $94.0K | -$62.0K |
| Impairment loss on debt securities | $51.3M | $0 | $0 |
| Impairment loss on equity securities | $2.3M | $0 | $0 |
| Net (gain) loss on sale of investment securities | $1.6M | $27.0M | $574.0K |
| Unrealized gain on equity method investments | $0 | -$11.4M | $0 |
| Impairment loss on fixed assets and leases | $0 | $0 | $124.0K |
| Unrealized (gain) loss on derivatives | -$3.0M | -$1.9M | $0 |
| Settlement of terminated fair value hedge derivatives | $0 | $0 | $4.6M |
| Fair value adjustment on loans held for sale | $431.0K | $754.0K | $0 |
| Fair value adjustment on loans held for investment | -$2.0M | $0 | $0 |
| Net (gain) loss on sale of loans and leases | $60.0K | $15.6M | $867.0K |
| Loss on sale of capital call lines of credit | $0 | $0 | $5.0M |
| Origination and purchases of loans held for sale | -$780.5M | -$1.4B | -$806.6M |
| Proceeds from the sales and repayments of loans held for sale | $855.9M | $1.3B | $600.5M |
| Amortization (accretion) of loan net deferred fees, discounts and premiums | -$42.4M | -$27.5M | -$90.6M |
| Earnings on investment in bank-owned life insurance | -$11.3M | -$9.4M | -$11.8M |
| (Increase) decrease in accrued interest receivable and other assets | -$26.1M | -$100.0M | $23.6M |
| Increase (decrease) in accrued interest payable and other liabilities | $81.4M | -$32.8M | $18.7M |
| Net Cash Provided by (Used in) Operating Activities | $494.8M | $145.1M | $124.7M |
| Proceeds from maturities, calls and principal repayments of investment securities available for sale | $405.6M | $629.2M | $323.3M |
| Proceeds from maturities, calls and principal repayments of investment securities held to maturity | $295.8M | $291.5M | $252.4M |
| Proceeds from sales of investment securities available for sale | $594.2M | $624.9M | $297.4M |
| Purchases of investment securities available for sale | -$940.8M | -$845.8M | -$1.4M |
| Purchases of investment securities held to maturity | -$27.8M | -$15.0M | -$73.1M |
| Purchases of equity method investments | $0 | -$5.1M | $0 |
| Origination of mortgage finance loans | -$26.9B | -$22.1B | -$20.1B |
| Proceeds from repayments of mortgage finance loans | $26.7B | $21.7B | $20.5B |
| Net (increase) decrease in loans and leases, excluding mortgage finance loans | -$1.6B | -$1.1B | $2.3B |
| Proceeds from sales of loans and leases | $5.5M | $35.0M | $409.5M |
| Purchases of loans | -$385.3M | -$198.4M | -$709.2M |
| Purchases of bank-owned life insurance | -$1.5M | $0 | $0 |
| Proceeds from bank-owned life insurance | $5.6M | $5.1M | $56.6M |
| Net (purchases of) proceeds from sales of FHLB, Federal Reserve Bank, and other restricted stock | $13.3M | ||
| Net (purchases of) proceeds from sales of FHLB, Federal Reserve Bank, and other restricted stock | -$14.2M | -$35.1M | |
| Purchases of bank premises and equipment | -$13.7M | -$1.5M | -$590.0K |
| Proceeds from sale of fixed assets | $18.0K | $0 | $73.0K |
| Proceeds from sales of other real estate owned | $118.0K | $79.0K | $33.0K |
| Proceeds from sales of leased assets under lessor operating leases | $18.0M | $18.5M | $2.5M |
| Purchases of leased assets under lessor operating leases | -$147.3M | -$63.7M | -$40.8M |
| Net Cash Provided By (Used in) Investing Activities | -$2.1B | -$1.0B | $3.2B |
| Net increase (decrease) in deposits | $1.9B | $933.7M | -$238.1M |
| Net increase (decrease) in short-term borrowed funds from the FHLB | -$100.0M | $100.0M | -$300.0M |
| Proceeds from long-term borrowed funds from FHLB and FRB | $490.0M | $155.0M | $2.6B |
| Repayments of long-term borrowed funds from FHLB and FRB | -$200.0M | -$325.0M | -$1.9B |
| Repayments of other borrowings | $0 | -$25.0M | $0 |
| Proceeds from issuance of subordinated long-term debt | $98.3M | $0 | $0 |
| Redemption of preferred stock | -$142.5M | $0 | $0 |
| Preferred stock dividends paid | -$10.8M | -$15.1M | -$14.6M |
| Purchases of treasury stock | -$5.6M | -$19.2M | -$39.8M |
| Payments of employee taxes withheld from share-based awards | -$13.5M | -$5.5M | -$2.4M |
| Proceeds from issuance of common stock | $165.9M | $1.8M | $3.1M |
| Net Cash Provided by (Used in) Financing Activities | $2.2B | $800.6M | $108.1M |
| Net Increase (Decrease) in Cash and Cash Equivalents | $625.5M | -$60.4M | $3.4B |
| Interest paid | $600.9M | $715.2M | $649.5M |
| Income taxes paid | $36.1M | $57.6M | $45.0M |
| Purchases of investment securities held to maturity upon sale of consumer installment loans | $0 | $160.0M | $436.8M |
| Transfer of loans held for investment to held for sale | $5.3M | $56.2M | $309.1M |
| Transfer of loans held for sale to held for investment | $139.0M | $7.2M | $15.2M |
| Transfer of loans to other real estate owned | $12.6M | $0 | $0 |
No quarter-by-quarter statement was filed.
Leadership
Who has led Customers Bancorp, Inc., and when. Pick a name to see everywhere that person has worked.
Chief executive
Chair
Chief financial officer
Chief operating officer
201520202025
- Chief executive officerSamvir S. Sidhu Feb 25, 2022 to now10
- Chief executive officerSteven Issa Apr 5, 2021 to Nov 23, 202111
- Chief executive officerJay S. Sidhu May 16, 2013 to Apr 5, 202112
- ChairJay S. Sidhu May 16, 2013 to now12
- PresidentSamvir S. Sidhu Feb 25, 2022 to now10
- PresidentRichard A. Ehst May 16, 2013 to May 18, 202113
- Chief financial officerMark R. McCollom Jun 30, 2025 to now14
- Chief financial officerPhilip Watkins Oct 30, 2023 to Jun 30, 202515
- Chief financial officerCarla A. Leibold Feb 20, 2019 to Apr 8, 202416
- Chief financial officerJames D. Hogan May 15, 2013 to May 21, 201317
- Chief financial officerRobert E. Wahlman Aug 16, 2013 to Jul 19, 201818
- Chief operating officerStephen Francis Wyremski Feb 6, 2026 to now19
- Chief operating officerRichard A. Ehst May 16, 2013 to May 18, 202113
Board members and other officers (27)
- EVP, Head of Corp DevelopmentPhilip Watkins Oct 27, 2025 to now20
- Chief Credit OfficerThomas Henry Kasulka Mar 13, 2024 to now21
- Chief Risk OfficerJoan Patricia Cheney Nov 14, 2023 to Apr 5, 202422
- Director/Chief Lending OfficerLyle Cunningham Apr 8, 2022 to now23
- EVP and Chief Credit OfficerAndrew Hertz Bowman Jan 13, 2021 to Aug 2, 202324
- Head of Corporate DevelopmentSamvir S. Sidhu Jan 24, 2020 to Jun 16, 202125
- Chief Risk OfficerThomas John Jastrem Apr 14, 2020 to Oct 26, 202026
- Chief Accounting OfficerJessie John Deano Velasquez Apr 22, 2020 to now27
- Chief Accounting OfficerJeffrey C. Skumin Dec 14, 2018 to Mar 4, 202028
- Exec VP/Chief Lending OfficerSteven Issa Mar 11, 2015 to Mar 14, 201729
- Principal Accounting OfficerCarla A. Leibold May 6, 2014 to Dec 10, 201830
- Pres Mortgage WarehouseLendingGlenn Hedde May 15, 2013 to now31
- Pres&Director CommunityBankingWarren Taylor May 16, 2013 to Nov 13, 201332
- Board memberSamvir S. Sidhu Jan 7, 2026 to now33
- Board memberRobert Morris Krasne Nov 12, 2025 to now34
- Board memberSusan Dianne Looney Nov 12, 2025 to now35
- Board memberDalton Talley Sirmans Nov 14, 2025 to now36
- Board memberBernard Bennett Banks Feb 11, 2022 to now37
- Board memberRajeev Date V. Oct 12, 2022 to now38
- Board memberRobert J. Buford Sep 16, 2020 to now39
- Board memberRick Burkey Jun 27, 2016 to Jun 16, 202240
- Board memberAndrea R. Allon Jul 5, 2016 to now41
- Board memberBhanu Choudhrie May 16, 2013 to Mar 16, 202142
- Board memberDaniel K. Rothermel May 16, 2013 to now43
- Board memberSteven J. Zuckerman May 16, 2013 to now44
- Board memberT. Lawrence Way May 16, 2013 to now45
- General counselSteven Issa Jan 25, 2017 to Feb 1, 202146
Former names
- Customers 1st Bancorp, Inc.Apr 22, 2010 to Dec 10, 20102
Timeline
Filings
628 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 64 major events, 453 insider forms, 38 large holders, 53 other. The latest 20:
- Oct 8, 2026SCHEDULE 13G EDGAR
- Sep 17, 20264 PRIMARY DOCUMENT EDGAR
- Sep 17, 20264 PRIMARY DOCUMENT EDGAR
- Sep 17, 20264 PRIMARY DOCUMENT EDGAR
- Sep 17, 20264 PRIMARY DOCUMENT EDGAR
- Sep 17, 20264 PRIMARY DOCUMENT EDGAR
- Sep 17, 20264 PRIMARY DOCUMENT EDGAR
- Sep 17, 20264 PRIMARY DOCUMENT EDGAR
- Sep 17, 20264 PRIMARY DOCUMENT EDGAR
- Sep 17, 20264 PRIMARY DOCUMENT EDGAR
- Sep 8, 20264 PRIMARY DOCUMENT EDGAR
- Aug 17, 20264 PRIMARY DOCUMENT EDGAR
- Aug 13, 2026SCHEDULE 13G/A EDGAR
- Aug 7, 202610-Q EDGAR
- Aug 5, 20264 PRIMARY DOCUMENT EDGAR
- Jul 31, 20264 PRIMARY DOCUMENT EDGAR
- Jul 29, 2026144 EDGAR
- Jul 27, 20268-K EDGAR
- Jul 23, 20268-K EDGAR
- Jul 8, 20268-K EDGAR
The 628 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last three years, summarized. The full record is on SEC EDGAR.
Insider trades and holders
Large holders
Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 38 such filings since October 2021, the latest 10:
- Oct 8, 2026SCHEDULE 13G
- Aug 13, 2026SCHEDULE 13G/A
- May 18, 2026SCHEDULE 13G
- May 15, 2026SCHEDULE 13G/A
- Mar 26, 2026SCHEDULE 13G/A
- Mar 16, 2026SCHEDULE 13G
- Feb 17, 2026SCHEDULE 13G/A
- Feb 10, 2026SCHEDULE 13G/A
- Feb 5, 2026SCHEDULE 13G/A
- Feb 5, 2026SCHEDULE 13G/A
From Forms 4 and Schedules 13D and 13G filed with the SEC.
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 4,869,339 | $385.2M | 0.0% | −122,591 |
| Wellington Management Group Llp | 4,035,500 | $319.2M | 0.1% | +145,956 |
| State Street Corp | 2,079,651 | $164.5M | 0.0% | +89,081 |
| Dimensional Fund Advisors LP | 2,012,060 | $159.2M | 0.0% | +69,071 |
| Hood River Capital Management LLC | 1,941,996 | $153.6M | 1.1% | +210,686 |
| Vanguard Capital Management LLC | 1,359,670 | $107.5M | 0.0% | −3,946 |
| American Century Companies Inc | 1,173,042 | $92.8M | 0.0% | +67,494 |
| Assenagon Asset Management S.A. | 1,167,136 | $92.3M | 0.1% | +388,347 |
| Geode Capital Management, LLC | 910,283 | $72.0M | 0.0% | +27,963 |
| UBS Group AG | 698,088 | $55.2M | 0.0% | −330,825 |
| Vanguard Portfolio Management LLC | 665,407 | $52.6M | 0.0% | +22,687 |
| Driehaus Capital Management LLC | 634,687 | $50.2M | 0.3% | +11,173 |
| Allspring Global Investments Holdings, LLC | 562,917 | $45.0M | 0.1% | +100,961 |
| Charles Schwab Investment Management Inc | 503,291 | $39.8M | 0.0% | −34,002 |
| Nuveen, LLC | 493,505 | $39.0M | 0.0% | +6,572 |
| Northern Trust Corp | 428,826 | $33.9M | 0.0% | +14,178 |
| Morgan Stanley | 401,607 | $31.8M | 0.0% | −8,675 |
| Invesco Ltd. | 388,415 | $30.7M | 0.0% | +45,073 |
| Emerald Advisers, LLC | 334,660 | $26.5M | 0.6% | −8,549 |
| Goldman Sachs Group Inc | 306,467 | $24.2M | 0.0% | −107,863 |
| Two Sigma Investments, LP | 303,141 | $24.0M | 0.0% | +70,425 |
| Tidal Investments LLC | 299,421 | $23.7M | 0.1% | −4,221 |
| Bridgeway Capital Management, LLC | 263,275 | $20.8M | 0.4% | +90,786 |
| Jpmorgan Chase & Co | 249,943 | $19.9M | 0.0% | +39,424 |
| Principal Financial Group Inc | 247,896 | $19.6M | 0.0% | +7,563 |
13F reports cover disclosed long positions in U.S. stocks only.
Sources
The numbers on this page point here. Each one links to the record it came from.
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- 11SEC EDGARSteven Issa, Chief executive officer
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- 13SEC EDGARRichard A. Ehst, President
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- 33SEC EDGARSamvir S. Sidhu, Board member
- 34SEC EDGARRobert Morris Krasne, Board member
- 35SEC EDGARSusan Dianne Looney, Board member
- 36SEC EDGARDalton Talley Sirmans, Board member
- 37SEC EDGARBernard Bennett Banks, Board member
- 38SEC EDGARRajeev Date V., Board member
- 39SEC EDGARRobert J. Buford, Board member
- 40SEC EDGARRick Burkey, Board member
- 41SEC EDGARAndrea R. Allon, Board member
- 42SEC EDGARBhanu Choudhrie, Board member
- 43SEC EDGARDaniel K. Rothermel, Board member
- 44SEC EDGARSteven J. Zuckerman, Board member
- 45SEC EDGART. Lawrence Way, Board member
- 46SEC EDGARSteven Issa, General counsel