CVCO

Cavco Industries Inc
MaterialsUSCUSIP 149568107◍ Confluence graph
Tracked 13F Holders
317
13F Value (tracked)
$3.4B
Insider Net · 180d
-$2.3M
0↑ 5↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)38 adding · 23 trimming
Insider net (180d)-$2.3M

Who owns CVCO?

317 tracked 13F filers

317 tracked 13F filers disclose a position in CVCO as of the latest SEC 13F filings, a combined $3.4B 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
3 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$580.3M
1.2M
~0%
Reduced · −395 sh
Q1 2026
2STATE STREET CORP
$257.6M
419K
+4.3%
Added · +17K sh
Q2 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$168.6M
348K
First observed position
No prior filed position
Q1 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$153.9M
318K
First observed position
No prior filed position
Q1 2026
5Boston Partners
$145.1M
300K
−19%
Reduced · −68K sh
Q1 2026
6FIDUCIARY MANAGEMENT INC /WI/
$129.6M
268K
+37%
Added · +72K sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$159.3M
259K
+7.7%
Added · +19K sh
Q2 2026
8DIMENSIONAL FUND ADVISORS LP
$97.3M
201K
−0.1%
Reduced · −308 sh
Q1 2026
9FMR LLC
$81.1M
167K
−36%
Reduced · −96K sh
Q1 2026
10AMERIPRISE FINANCIAL INC
$67.7M
140K
−2.7%
Reduced · −4K sh
Q1 2026
11Boston Trust Walden Corp
$67.7M
140K
−9.6%
Reduced · −15K sh
Q1 2026
12SCHRODER INVESTMENT MANAGEMENT GROUP
$60.6M
130K
+12%
Added · +13K sh
Q1 2026
13Point72 Asset Management, L.P.
$67.3M
110K
+6.6%
Added · +7K sh
Q2 2026
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$50.7M
105K
+2.4%
Added · +2K sh
Q1 2026
15Broad Bay Capital Management, LP
$48.6M
100K
−11%
Reduced · −13K sh
Q1 2026
16GOLDMAN SACHS GROUP INC
$45.1M
93K
+26%
Added · +19K sh
Q1 2026
17PRICE T ROWE ASSOCIATES INC /MD/
$44.9M
93K
−57%
Reduced · −121K sh
Q1 2026
18GAMCO INVESTORS, INC. ET AL
$40.2M
83K
−9.6%
Reduced · −9K sh
Q1 2026
19UBS Group AG
$39.8M
82K
+105%
Added · +42K sh
Q1 2026
20NORTHERN TRUST CORP
$39.5M
82K
+1.6%
Added · +1K sh
Q1 2026
21VICTORY CAPITAL MANAGEMENT INC
$38.4M
79K
33×
Added · +77K sh
Q1 2026
22NEUMEIER POMA INVESTMENT COUNSEL LLC
$42.8M
70K
+29%
Added · +16K sh
Q2 2026
23SAMLYN CAPITAL, LLC
$33.7M
69K
−2.7%
Reduced · −2K sh
Q1 2026
24Janus Henderson Group Ltd.
$33.3M
69K
−0.1%
Reduced · −85 sh
Q1 2026
25MORGAN STANLEY
$29.7M
61K
−2.7%
Reduced · −2K 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.

Is CVCO being bought or sold by institutions?

Last quarter, 7 funds opened a new position in CVCO and 31 added to an existing one, while 23 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).

Opened (NEW)
7
funds
Added
31
funds
Reduced
23
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$2.3M
5 insiders
Net
-$2.3M
8 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 18, 2026BIGBEE PAULChief Accounting OfficerSell (S)342$202K
Jul 30, 2026Daniels Lisa LynnDirectorSell (S)30$17K
Jun 25, 2026ADEN ALLISONEVP, CFO & TreasurerSell (S)1K$921K
Jun 12, 2026ADEN ALLISONEVP, CFO & TreasurerSell (S)1K$725K
Jun 9, 2026KERLEY RICHARD ADirectorSell (S)500$294K
May 28, 2026BIGBEE PAULChief Accounting OfficerSell (S)200$108K
May 22, 2026CIRA BRIAN RPresident,Manufactured HousingSell (S)31$16K
May 15, 2026ADEN ALLISONEVP, CFO & TreasurerSell (S)129$59K
Feb 4, 2026Boor William CPresident & CEO, DirectorBuy (P)1K$495K
Feb 4, 2026Greenblatt David A.DirectorBuy (P)87$44K
Feb 3, 2026Greenblatt David A.DirectorBuy (P)400$185K
Feb 3, 2026Greenblatt David A.DirectorBuy (P)13$6K

Recent filings

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No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in CVCO

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CVCO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for CVCO.
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 CVCO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.