261 tracked 13F filers disclose a position in CUBI as of the latest SEC 13F filings, a combined $2.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $346.5M | 5.0M | ▼−0.1% Reduced · −7K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $164.5M | 2.1M | ▲+4.5% Added · +89K sh | Q2 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $134.9M | 1.9M | ▲+3.5% Added · +66K sh | Q1 2026 | |
| 4 | Hood River Capital Management LLC | $153.6M | 1.9M | ▲+12% Added · +211K sh | Q2 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $94.6M | 1.4M | →First observed position No prior filed position | Q1 2026 | |
| 6 | AMERICAN CENTURY COMPANIES INC | $76.7M | 1.1M | ▲+15% Added · +143K sh | Q1 2026 | |
| 7 | UBS Group AG | $71.4M | 1.0M | ▲+276% Added · +755K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $72.0M | 910K | ▲+3.2% Added · +28K sh | Q2 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $51.2M | 738K | ▼−15% Reduced · −134K sh | Q1 2026 | |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $44.6M | 643K | →First observed position No prior filed position | Q1 2026 | |
| 11 | Allspring Global Investments Holdings, LLC | $45.0M | 563K | ▲+22% Added · +101K sh | Q2 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $37.3M | 537K | ▲+2.4% Added · +13K sh | Q1 2026 | |
| 13 | Nuveen, LLC | $33.8M | 487K | ▼−14% Reduced · −77K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $28.8M | 415K | ▲+2.2% Added · +9K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $28.8M | 414K | ▲+50% Added · +139K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $28.5M | 410K | ▼−20% Reduced · −102K sh | Q1 2026 | |
| 17 | EMERALD ADVISERS, LLC | $26.5M | 335K | ▼−2.5% Reduced · −9K sh | Q2 2026 | |
| 18 | Tidal Investments LLC | $23.7M | 299K | ▼−1.4% Reduced · −4K sh | Q2 2026 | |
| 19 | Aristotle Capital Boston, LLC | $19.7M | 284K | ▲+5.3% Added · +14K sh | Q1 2026 | |
| 20 | Tieton Capital Management, LLC | $20.3M | 256K | ▼−2.1% Reduced · −6K sh | Q2 2026 | |
| 21 | SEI INVESTMENTS CO | $17.7M | 255K | ▲+41% Added · +74K sh | Q1 2026 | |
| 22 | EMERALD MUTUAL FUND ADVISERS TRUST | $19.0M | 241K | ▼−0.7% Reduced · −2K sh | Q2 2026 | |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $16.7M | 240K | ▼−17% Reduced · −50K sh | Q1 2026 | |
| 24 | TWO SIGMA INVESTMENTS, LP | $16.2M | 233K | ▲+206% Added · +157K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $14.2M | 211K | ▼−52% Reduced · −225K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in CUBI and 31 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 135 funds | $154.6B |
| NVIDIA CORPNVDA | 134 funds | $312.0B |
| MICROSOFT CORPMSFT | 134 funds | $210.8B |
| META PLATFORMS INC-CLASS AMETA | 130 funds | $89.5B |
| ALPHABET INC-CL AGOOGL | 128 funds | $122.9B |
| ELI LILLY & COLLY | 128 funds | $64.3B |
| APPLE INCAAPL | 127 funds | $232.9B |
| BROADCOM INCAVGO | 126 funds | $125.3B |
| MASTERCARD INC - AMA | 126 funds | $41.8B |
| VISA INC-CLASS A SHARESV | 125 funds | $47.1B |
| JPMORGAN CHASE & COJPM | 125 funds | $46.5B |
| LAM RESEARCH CORPLRCX | 124 funds | $28.6B |
Ranked by how many of CUBI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 13, 2026 | Allon Andrea R. | Director | Sell (S) | 10K | $828K |
| Aug 3, 2026 | SIDHU JAY S | Chairman, Director | Sell (S) | 69K | $5.5M |
| Jul 30, 2026 | SIDHU JAY S | Chairman, Director | Sell (S) | 835 | $66K |
| Jul 29, 2026 | SIDHU JAY S | Chairman, Director | Sell (S) | 30K | $2.4M |
| May 29, 2026 | Cunningham Lyle | Chief Banking Officer | Sell (S) | 48K | $3.6M |
| May 27, 2026 | SIDHU JAY S | Chairman, Director | Sell (S) | 60K | $4.6M |
| May 12, 2026 | Sidhu Samvir S. | CEO, Director | Buy (P) | 1K | $73K |
| May 11, 2026 | Watkins Philip | EVP, Head of Corp Development | Sell (S) | 3K | $227K |
| Dec 9, 2025 | Velasquez Jessie John Deano | Chief Accounting Officer | Sell (S) | 2K | $159K |
| Dec 3, 2025 | SIDHU JAY S | Chairman & CEO, Director | Sell (S) | 128K | $8.9M |
| Nov 25, 2025 | SIDHU JAY S | Chairman & CEO, Director | Sell (S) | 7K | $524K |
| Nov 24, 2025 | Watkins Philip | EVP, Head of Corp Development | Sell (S) | 3K | $189K |
| Class | 13F holders | Value held |
|---|---|---|
| CUBIthis pagecs | 261 funds | $2.0B |
| 23204G803Pref | 1 funds | $864K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for CUBI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CUBI/capital-change-brief"
Use Arkolith's capital_change_brief for CUBI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CUBI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.