Who owns CATX
Which tracked institutional funds hold CATX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CATX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
18 tracked funds added or opened CATX while 26 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CATX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CATX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CATX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 126 tracked filers holding CATX, 83 increased or opened the position and 55 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CATX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Nantahala Capital Management, LLC$8M
Full exits 6
- Opaleye Management Inc.$19M
- Patient Square Capital LP$7M
- Octagon Capital Advisors LP$3M
- Jefferies Financial Group Inc.$765K
- Squarepoint Ops LLC$705K
- Rothschild Wealth LLC$687K
Largest adds
- BlackRock, Inc.$10M
- STATE STREET CORP$8M
- DIMENSIONAL FUND ADVISORS LP$2M
- Spruce Street Capital LP$2M
- Affinity Asset Advisors, LLC$1M
- TWO SIGMA INVESTMENTS, LP$1M
Largest trims
- TCG Crossover Management, LLC$6M
- MORGAN STANLEY$6M
- Commodore Capital LP$5M
- Avidity Partners Management LP$4M
- VANGUARD CAPITAL MANAGEMENT LLC$3M
- Nuveen, LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 9,494,152 | $32M | 11.0% | 2026-Q2 |
| TCG Crossover Management, LLC | 7,915,567 | $27M | 9.1% | 2026-Q2 |
| Commodore Capital LP | 6,336,782 | $22M | 7.3% | 2026-Q2 |
| Avidity Partners Management LP added | 6,299,999 | $21M | 7.3% | 2026-Q2 |
| STATE STREET CORP added | 6,051,771 | $21M | 7.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 4,911,855 | $17M | 5.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 4,436,572 | $15M | 5.1% | 2026-Q2 |
| Affinity Asset Advisors, LLC added | 4,214,582 | $14M | 4.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 3,805,739 | $13M | 4.4% | 2026-Q2 |
| Spruce Street Capital LP added | 3,693,931 | $13M | 4.3% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 3,320,224 | $11M | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,458,673 | $8M | 2.8% | 2026-Q2 |
| Nantahala Capital Management, LLC new | 2,325,450 | $8M | 2.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,912,550 | $7M | 2.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,733,078 | $6M | 2.0% | 2026-Q2 |
| Nicholson Wealth Management Group, LLC added | 1,619,993 | $6M | 1.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,556,451 | $5M | 1.8% | 2026-Q2 |
| ADAR1 Capital Management, LLC added | 1,210,117 | $4M | 1.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,087,767 | $4M | 1.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,074,071 | $4M | 1.2% | 2026-Q2 |
| Yu Fan | 1,055,409 | $4M | 1.2% | 2026-Q2 |
| Hills Bank & Trust Co | 872,200 | $3M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 791,774 | $3M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 773,262 | $3M | 0.9% | 2026-Q2 |
| Ally Bridge Group (NY) LLC trimmed | 743,958 | $3M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 589,003 | $2M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 465,454 | $2M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 444,917 | $2M | 0.5% | 2026-Q2 |
| WealthPlan Investment Management, LLC | 404,071 | $1M | 0.5% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 337,501 | $1M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 336,817 | $1M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 334,917 | $1M | 0.4% | 2026-Q2 |
| Seven Fleet Capital Management LP trimmed | 332,613 | $1M | 0.4% | 2026-Q2 |
| FMR LLC added | 327,253 | $1M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 297,722 | $1M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 217,023 | $740K | 0.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 181,862 | $620K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 123,299 | $420K | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 121,048 | $413K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 120,889 | $412K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 120,030 | $501K | 0.2% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 112,194 | $383K | 0.1% | 2026-Q2 |
| Walleye Capital LLC trimmed | 110,656 | $377K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 100,757 | $344K | 0.1% | 2026-Q2 |
| Trueblood Wealth Management, LLC added | 99,740 | $340K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 86,490 | $295K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 85,930 | $294K | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 67,445 | $230K | 0.1% | 2026-Q2 |
| Taylor & Morgan Wealth Management, LLC added | 66,000 | $225K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 61,355 | $209K | 0.1% | 2026-Q2 |
| Jump Financial, LLC trimmed | 61,200 | $209K | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 60,800 | $207K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 60,592 | $208K | 0.1% | 2026-Q2 |
| Caption Management, LLC | 60,000 | $205K | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 59,133 | $202K | 0.1% | 2026-Q2 |
| PROFUND ADVISORS LLC added | 56,714 | $193K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 52,866 | $180K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 47,138 | $167K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 46,881 | $160K | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 44,075 | $150K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 39,862 | $136K | 0.0% | 2026-Q2 |
| SYKON CAPITAL LLC | 37,932 | $129K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 36,489 | $124K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 35,720 | $122K | 0.0% | 2026-Q2 |
| WEALTH EFFECTS LLC added | 35,000 | $119K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 33,940 | $116K | 0.0% | 2026-Q2 |
| XTX Topco Ltd trimmed | 31,600 | $108K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 29,789 | $102K | 0.0% | 2026-Q2 |
| EntryPoint Capital, LLC new | 29,616 | $101K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 28,332 | $97K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 27,998 | $95K | 0.0% | 2026-Q2 |
| Koa Wealth Management, LLC | 25,975 | $89K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 24,370 | $83K | 0.0% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 23,707 | $81K | 0.0% | 2026-Q2 |
| Abel Hall, LLC added | 22,994 | $78K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 22,118 | $75K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 22,047 | $75K | 0.0% | 2026-Q2 |
| Vontobel Holding Ltd. added | 22,000 | $75K | 0.0% | 2026-Q2 |
| Aigen Investment Management, LP added | 20,509 | $70K | 0.0% | 2026-Q2 |
| AUCTUS ADVISORS LLC added | 20,344 | $69K | 0.0% | 2026-Q2 |
| HSBC HOLDINGS PLC new | 19,210 | $68K | 0.0% | 2026-Q2 |
| Iowa State Bank | 19,061 | $65K | 0.0% | 2026-Q2 |
| PERKINS CAPITAL MANAGEMENT INC new | 18,200 | $62K | 0.0% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 18,106 | $62K | 0.0% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 16,610 | $57K | 0.0% | 2026-Q2 |
| E Fund Management Co., Ltd. added | 15,820 | $54K | 0.0% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC new | 15,284 | $52K | 0.0% | 2026-Q2 |
| Brevan Howard Capital Management LP new | 13,726 | $47K | 0.0% | 2026-Q2 |
| ProShare Advisors LLC added | 13,522 | $46K | 0.0% | 2026-Q2 |
| Graham Capital Management, L.P. trimmed | 11,713 | $40K | 0.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 10,428 | $36K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 10,300 | $35K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers new | 10,192 | $35K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 10,029 | $34K | 0.0% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. | 10,000 | $34K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. new | 10,000 | $34K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 9,372 | $32K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 8,195 | $28K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 7,625 | $26K | 0.0% | 2026-Q2 |
| NATIXIS new | 6,296 | $21K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.