Question 1

Which hedge funds and institutional investors hold CSGP?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for CSGP shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for CSGP whale holdings?

Accepted Answer

Conviction level reflects how significant CSGP is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to CSGP, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for CSGP?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about CSGP?

Accepted Answer

QoQ changes for CSGP show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	18.7M	$752.4M	0.0%	$2896.4B
Polen Capital	12.6M	$507.1M	3.5%	$14.5B
Akre Capital	10.3M	$417.4M	6.8%	$6.1B
DE Shaw	5.9M	$238.4M	0.1%	$166.3B
Capital Research	4.4M	$176.4M	0.0%	$644.6B
Baillie Gifford	3.4M	$136.6M	0.1%	$97.9B
Tremblant	1.5M	$60.8M	2.0%	$3.1B
Tiger Global	1.5M	$60.5M	0.3%	$22.8B
Geode Capital	1.4M	$55.6M	0.0%	$1607.5B
Citadel	970.6K	$39.2M	0.0%	$618.5B
Corvex	851.7K	$34.4M	1.4%	$2.5B
PRIMECAP	803.6K	$32.4M	0.0%	$127.0B
Citadel	508.1K	$20.5M	0.0%	$618.5B
Gotham Asset	447.0K	$18.0M	0.1%	$32.7B
Adage Capital	378.1K	$15.3M	0.0%	$64.8B
Fidelity (FMR)	349.5K	$14.1M	0.0%	$1898.4B
Select Equity	325.1K	$13.1M	0.1%	$19.5B
Two Sigma	303.0K	$12.2M	0.0%	$123.9B
DFA	248.4K	$10.0M	0.0%	$481.4B
Tudor	179.3K	$7.2M	0.0%	$53.9B
Tudor	134.2K	$5.4M	0.0%	$53.9B
Marshall Wace	125.4K	$5.1M	0.0%	$100.4B
Millennium	123.6K	$5.0M	0.0%	$240.3B
Citadel	109.3K	$4.4M	0.0%	$618.5B
Winton	101.4K	$4.1M	0.1%	$2.9B
GGH	91.1K	$3.7M	0.0%	$8.3B
Caxton	83.9K	$3.4M	0.1%	$4.4B
Tudor	71.5K	$2.9M	0.0%	$53.9B
American Century	62.0K	$2.5M	0.0%	$194.3B
Two Sigma	57.6K	$2.3M	0.0%	$123.9B
Two Sigma	52.0K	$2.1M	0.0%	$123.9B
Millennium	48.4K	$2.0M	0.0%	$240.3B
Arrowstreet	40.9K	$1.7M	0.0%	$184.8B
Millennium	40.0K	$1.6M	0.0%	$240.3B
Franklin Templeton	33.9K	$1.4M	0.0%	$408.3B
Point72	25.7K	$1.0M	0.0%	$78.1B
ExodusPoint	24.5K	$988K	0.0%	$12.4B
Point72	10.2K	$411K	0.0%	$78.1B
Brevan Howard	9.5K	$383K	0.0%	$11.3B
Invesco	9.0K	$364K	0.0%	$653.3B
Conestoga	7.9K	$317K	0.0%	$5.0B
Balyasny	6.3K	$255K	0.0%	$77.1B
Wellington	6.2K	$251K	—	$535.5B
Northern Trust	2.8K	$111K	—	$756.6B
Kayne Anderson	892	$36K	0.0%	$34.0B
Neuberger Berman (Eisman)	792	$32K	—	$131.4B
Select Equity	767	$31K	0.0%	$19.5B
BlackRock	580	$23K	—	$5723.5B
AQR Capital	292	$12K	—	$218.4B
Man Group	132	$5K	—	$55.1B

CSGP

Who Holds CSGP

Changes This Quarter