Who owns CUBE (CUBE)
Which tracked institutional funds hold CUBE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CUBE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
131 tracked funds added or opened CUBE while 103 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
CUBE’s largest tracked holder by dollar value, VANGUARD GROUP 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 CUBE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CUBE 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 2025-Q4 and 2026-Q1, across 483 tracked filers holding CUBE, 275 increased or opened the position and 201 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 CUBE between the 2025-Q4 and 2026-Q1 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 28
- VANGUARD PORTFOLIO MANAGEMENT LLC$712M
- VANGUARD CAPITAL MANAGEMENT LLC$375M
- CENTERSQUARE INVESTMENT MANAGEMENT LLC$58M
- VANGUARD FIDUCIARY TRUST CO$52M
- APG Asset Management US Inc.$20M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$15M
Full exits 29
- VANGUARD GROUP INC$1.1B
- Woodline Partners LP$24M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$19M
- NATIXIS$18M
- TORONTO DOMINION BANK$16M
- Balyasny Asset Management L.P.$12M
Largest adds
- CANADA PENSION PLAN INVESTMENT BOARD$209M
- T. Rowe Price Investment Management, Inc.$95M
- AEW CAPITAL MANAGEMENT L P$77M
- TWO SIGMA INVESTMENTS, LP$58M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$56M
- AQR CAPITAL MANAGEMENT LLC$55M
Largest trims
- BlackRock, Inc.$276M
- CITADEL ADVISORS LLC$129M
- PRUDENTIAL FINANCIAL INC$88M
- Alyeska Investment Group, L.P.$43M
- DEUTSCHE BANK AG\$42M
- PRICE T ROWE ASSOCIATES INC /MD/$30M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 25,539,326 | $936M | 11.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 19,433,213 | $712M | 8.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 11,194,880 | $410M | 4.9% | 2026-Q1 |
| NORGES BANK trimmed | 9,541,103 | $408M | 4.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 10,244,838 | $375M | 4.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 7,591,634 | $278M | 3.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 7,265,720 | $266M | 3.2% | 2026-Q1 |
| FMR LLC trimmed | 7,238,956 | $265M | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,754,355 | $174M | 2.1% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 4,061,893 | $149M | 1.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,800,319 | $136M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,588,358 | $132M | 1.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,354,921 | $123M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,332,111 | $122M | 1.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 3,193,061 | $117M | 1.4% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 3,094,291 | $113M | 1.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,851,796 | $105M | 1.2% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 2,737,656 | $100M | 1.2% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 2,445,469 | $90M | 1.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 2,458,999 | $89M | 1.0% | 2026-Q1 |
| AEW CAPITAL MANAGEMENT L P added | 2,121,725 | $78M | 0.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,130,612 | $77M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,916,477 | $70M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,902,812 | $70M | 0.8% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC trimmed | 1,890,946 | $69M | 0.8% | 2026-Q1 |
| Nuveen, LLC added | 1,851,683 | $68M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,690,547 | $62M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,616,470 | $59M | 0.7% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC added | 1,585,114 | $58M | 0.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,535,921 | $56M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,418,963 | $52M | 0.6% | 2026-Q1 |
| UBS Group AG added | 1,408,155 | $52M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,321,786 | $48M | 0.6% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,303,156 | $48M | 0.6% | 2026-Q1 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC added | 1,291,212 | $47M | 0.6% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,285,129 | $47M | 0.6% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,246,879 | $46M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,011,141 | $37M | 0.4% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 980,989 | $36M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 925,304 | $34M | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 922,766 | $34M | 0.4% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 874,666 | $32M | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 831,090 | $30M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 808,353 | $30M | 0.4% | 2026-Q1 |
| PGGM Investments trimmed | 791,438 | $29M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 791,372 | $29M | 0.3% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 774,412 | $28M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 714,749 | $26M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 699,032 | $26M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 679,720 | $25M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 671,583 | $25M | 0.3% | 2026-Q1 |
| ProShare Advisors LLC added | 663,424 | $24M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 654,481 | $24M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama added | 642,960 | $24M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 630,877 | $23M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 594,294 | $22M | 0.3% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC added | 593,074 | $22M | 0.3% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 592,491 | $22M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 591,227 | $22M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 572,268 | $21M | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 558,956 | $20M | 0.2% | 2026-Q1 |
| Heitman Real Estate Securities LLC trimmed | 546,263 | $20M | 0.2% | 2026-Q1 |
| APG Asset Management US Inc. added | 543,544 | $20M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 537,154 | $20M | 0.2% | 2026-Q1 |
| Vision Capital Corp trimmed | 516,356 | $19M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 512,296 | $19M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 508,977 | $19M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 503,483 | $18M | 0.2% | 2026-Q1 |
| Hazelview Securities Inc. trimmed | 494,360 | $18M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 490,823 | $18M | 0.2% | 2026-Q1 |
| 1832 Asset Management L.P. added | 469,659 | $17M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 451,200 | $17M | 0.2% | 2026-Q1 |
| Pacific Heights Asset Management LLC | 450,000 | $16M | 0.2% | 2026-Q1 |
| Long Pond Capital, LP added | 435,429 | $16M | 0.2% | 2026-Q1 |
| STRS OHIO trimmed | 429,614 | $16M | 0.2% | 2026-Q1 |
| DAVIDSON INVESTMENT ADVISORS trimmed | 350,627 | $15M | 0.2% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 405,354 | $15M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 392,814 | $14M | 0.2% | 2026-Q1 |
| Holocene Advisors, LP added | 365,906 | $13M | 0.2% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 372,168 | $13M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 357,781 | $13M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 341,894 | $13M | 0.1% | 2026-Q1 |
| Lightrock Netherlands B.V. trimmed | 533,973 | $12M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 334,548 | $12M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 330,026 | $12M | 0.1% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 312,491 | $11M | 0.1% | 2026-Q1 |
| NICOLA WEALTH MANAGEMENT LTD. | 309,000 | $11M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 306,149 | $11M | 0.1% | 2026-Q1 |
| LMR Partners LLP trimmed | 276,311 | $10M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 30,779,303 | $1.1B | 13.1% | 2025-Q4 stale |
| Capital Research Global Investors trimmed | 607,296 | $26M | 0.3% | 2025-Q1 stale |
| Woodline Partners LP trimmed | 671,081 | $24M | 0.3% | 2025-Q4 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 530,000 | $19M | 0.2% | 2025-Q4 stale |
| NATIXIS added | 505,144 | $18M | 0.2% | 2025-Q4 stale |
| TORONTO DOMINION BANK added | 441,503 | $16M | 0.2% | 2025-Q4 stale |
| Balyasny Asset Management L.P. trimmed | 321,962 | $12M | 0.1% | 2025-Q4 stale |
| Glenmede Investment Management, LP trimmed | 268,371 | $11M | 0.1% | 2025-Q3 stale |
| Corebridge Financial, Inc. trimmed | 249,779 | $11M | 0.1% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 259,784 | $11M | 0.1% | 2025-Q3 stale |
| Ceredex Value Advisors LLC added | 252,850 | $10M | 0.1% | 2025-Q3 stale |
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.