Who owns CLBT
Which tracked institutional funds hold CLBT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CLBT 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.
Conviction spread
CLBT’s largest tracked holder by dollar value, True Wind Capital Management, L.P., sizes it at 89.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 89.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CLBT 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, we do not read how tracked institutions changed their CLBT positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, open-market insider Form 4s were net sales.
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
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 |
|---|---|---|---|---|
| True Wind Capital Management, L.P. | 13,861,007 | $202M | 11.8% | 2026-Q2 |
| Voss Capital, LP added | 11,441,874 | $167M | 9.7% | 2026-Q2 |
| Pertento Partners LLP added | 8,004,867 | $117M | 6.8% | 2026-Q2 |
| Phoenix Financial Ltd. added | 6,181,269 | $90M | 5.2% | 2026-Q2 |
| FMR LLC trimmed | 5,971,666 | $87M | 5.1% | 2026-Q2 |
| BlackRock, Inc. added | 5,684,040 | $83M | 4.8% | 2026-Q2 |
| Nine Ten Capital Management LLC added | 4,126,808 | $60M | 3.5% | 2026-Q2 |
| Artisan Partners Limited Partnership added | 3,266,753 | $48M | 2.8% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 3,049,904 | $45M | 2.6% | 2026-Q2 |
| MORGAN STANLEY added | 2,193,732 | $32M | 1.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 2,150,239 | $31M | 1.8% | 2026-Q2 |
| Capital World Investors added | 2,112,733 | $31M | 1.8% | 2026-Q2 |
| Capital International Investors trimmed | 2,060,957 | $30M | 1.7% | 2026-Q2 |
| Progeny 3, Inc. added | 2,000,000 | $29M | 1.7% | 2026-Q2 |
| Portolan Capital Management, LLC trimmed | 1,932,514 | $28M | 1.6% | 2026-Q2 |
| Weiss Asset Management LP added | 1,923,351 | $28M | 1.6% | 2026-Q2 |
| ASHFORD CAPITAL MANAGEMENT INC added | 1,778,347 | $26M | 1.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,744,018 | $25M | 1.5% | 2026-Q2 |
| Orbis Allan Gray Ltd added | 1,707,749 | $25M | 1.4% | 2026-Q2 |
| Granahan Investment Management, LLC trimmed | 1,661,163 | $24M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,600,460 | $23M | 1.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,547,662 | $23M | 1.3% | 2026-Q2 |
| Praesidium Investment Management Company, LLC trimmed | 1,494,438 | $22M | 1.3% | 2026-Q2 |
| Apis Capital Advisors, LLC added | 1,470,000 | $21M | 1.2% | 2026-Q2 |
| LIGHT STREET CAPITAL MANAGEMENT, LLC added | 1,312,755 | $19M | 1.1% | 2026-Q2 |
| AXON ENTERPRISE, INC. | 1,310,013 | $19M | 1.1% | 2026-Q2 |
| Central Securities Corp new | 1,300,000 | $19M | 1.1% | 2026-Q2 |
| Greenhaven Road Investment Management, L.P. trimmed | 1,260,039 | $18M | 1.1% | 2026-Q2 |
| BROWN CAPITAL MANAGEMENT LLC trimmed | 1,140,261 | $17M | 1.0% | 2026-Q2 |
| Select Equity Group, L.P. added | 1,105,877 | $16M | 0.9% | 2026-Q2 |
| STATE STREET CORP added | 1,077,950 | $16M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,026,145 | $15M | 0.9% | 2026-Q2 |
| Jupiter Topco LLC new | 926,155 | $14M | 0.8% | 2026-Q2 |
| CONGRUENCE CAPITAL, LLC added | 805,846 | $12M | 0.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 725,269 | $11M | 0.6% | 2026-Q2 |
| USS Investment Management Ltd added | 683,981 | $10M | 0.6% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 667,118 | $10M | 0.6% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 645,047 | $9M | 0.5% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 638,386 | $9M | 0.5% | 2026-Q2 |
| THORNBURG INVESTMENT MANAGEMENT INC trimmed | 618,857 | $9M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 591,842 | $9M | 0.5% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC trimmed | 538,040 | $8M | 0.5% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 524,504 | $8M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 517,144 | $8M | 0.4% | 2026-Q2 |
| MIROVA trimmed | 516,000 | $8M | 0.4% | 2026-Q2 |
| Pembroke Management, LTD trimmed | 506,737 | $7M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 500,766 | $7M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 460,287 | $7M | 0.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 428,874 | $6M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 407,132 | $6M | 0.4% | 2026-Q2 |
| Roubaix Capital, LLC added | 383,672 | $6M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH | 382,376 | $5M | 0.3% | 2026-Q2 |
| Motley Fool Asset Management LLC trimmed | 380,630 | $6M | 0.3% | 2026-Q2 |
| Robertson Opportunity Capital, LLC | 363,103 | $5M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 355,007 | $5M | 0.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 352,350 | $5M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 322,644 | $5M | 0.3% | 2026-Q2 |
| Siren, L.L.C. | 311,544 | $5M | 0.3% | 2026-Q2 |
| Mediolanum International Funds Ltd new | 309,657 | $4M | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 300,513 | $4M | 0.3% | 2026-Q2 |
| Walter Public Investments Inc. trimmed | 273,359 | $4M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 251,400 | $4M | 0.2% | 2026-Q2 |
| CenterBook Partners LP added | 235,526 | $3M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC new | 228,173 | $3M | 0.2% | 2026-Q2 |
| Sphera Management Technology Funds Ltd added | 211,800 | $3M | 0.2% | 2026-Q2 |
| Redmond Asset Management, LLC added | 200,203 | $3M | 0.2% | 2026-Q2 |
| Rock Creek Group LLC added | 200,000 | $3M | 0.2% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 190,000 | $3M | 0.2% | 2026-Q2 |
| CONNORS INVESTOR SERVICES INC trimmed | 175,767 | $3M | 0.1% | 2026-Q2 |
| ARK Investment Management LLC added | 170,923 | $2M | 0.1% | 2026-Q2 |
| George Kaiser Family Foundation added | 169,640 | $2M | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 167,894 | $2M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 158,751 | $2M | 0.1% | 2026-Q2 |
| FIL Ltd added | 157,200 | $2M | 0.1% | 2026-Q2 |
| Evolutionary Tree Capital Management, LLC trimmed | 152,051 | $2M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 141,084 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 137,381 | $2M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 137,336 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 135,120 | $2M | 0.1% | 2026-Q2 |
| Nuveen, LLC added | 119,031 | $2M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 114,506 | $2M | 0.1% | 2026-Q2 |
| Y.D. More Investments Ltd | 110,151 | $2M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 108,324 | $2M | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC added | 102,689 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 99,726 | $1M | 0.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 90,085 | $1M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 87,085 | $1M | 0.1% | 2026-Q2 |
| Diametric Capital, LP added | 84,014 | $1M | 0.1% | 2026-Q2 |
| Magnetar Financial LLC added | 78,463 | $1M | 0.1% | 2026-Q2 |
| TD Asset Management Inc trimmed | 76,190 | $1M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 75,550 | $1M | 0.1% | 2026-Q2 |
| INVESTOR AB added | 75,000 | $1M | 0.1% | 2026-Q2 |
| Marex Group Ltd added | 72,000 | $1M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 70,649 | $1M | 0.1% | 2026-Q2 |
| FORMULA GROWTH LTD added | 70,000 | $1M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 68,190 | $996K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 67,185 | $981K | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 62,914 | $919K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 62,683 | $915K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 62,034 | $906K | 0.1% | 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.