Casa Systems Ownership 2024 | Who Owns Casa Systems Now?
Institutional Ownership
45.16%
Insider Ownership
22.50%
Retail Ownership
32.34%
Institutional Holders
36.00
Casa Systems Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | - | - | - | -12,185 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -1,274 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -1,813 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -61,320 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -145,703 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -2,391,609 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | - | - | - | -2,370,364 | -100.00% | - | Jun 30, 2024 |
| SUMMIT PARTNERS L P | - | - | - | -34,124,480 | -100.00% | - | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -279,924 | -100.00% | - | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | - | - | - | -222,314 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | - | - | - | -8,552 | -100.00% | - | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -84,095 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -146,137 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -505,800 | -100.00% | - | Jun 30, 2024 |
| FEDERATED HERMES, INC. | - | - | - | -5,064 | -100.00% | - | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -178,000 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | - | - | - | -285 | -100.00% | - | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -352,703 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -28,149 | -100.00% | - | Jun 30, 2024 |
| ASSETMARK, INC | - | - | - | -58 | -100.00% | - | Jun 30, 2024 |
Casa Systems's largest institutional shareholder is JPMORGAN CHASE & CO, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | - | - | - | -12,185 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -1,274 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -1,813 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -61,320 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -145,703 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -2,391,609 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | - | - | - | -2,370,364 | -100.00% | - | Jun 30, 2024 |
| SUMMIT PARTNERS L P | - | - | - | -34,124,480 | -100.00% | - | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -279,924 | -100.00% | - | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | - | - | - | -222,314 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | - | - | - | -8,552 | -100.00% | - | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -84,095 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -146,137 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -505,800 | -100.00% | - | Jun 30, 2024 |
| FEDERATED HERMES, INC. | - | - | - | -5,064 | -100.00% | - | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -178,000 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | - | - | - | -285 | -100.00% | - | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -352,703 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -28,149 | -100.00% | - | Jun 30, 2024 |
| ASSETMARK, INC | - | - | - | -58 | -100.00% | - | Jun 30, 2024 |
The largest Casa Systems shareholder by % of total assets is JPMORGAN CHASE & CO. The company owns 0.00 shares of Casa Systems (CASA), representing 0.00% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | - | - | - | -58 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | - | - | - | -285 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -1,274 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -1,813 | -100.00% | - | Jun 30, 2024 |
| FEDERATED HERMES, INC. | - | - | - | -5,064 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | - | - | - | -8,552 | -100.00% | - | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -8,970 | -100.00% | - | Jun 30, 2024 |
| CIC WEALTH, LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -11,435 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | - | - | - | -12,185 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -15,710 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INVESTMENT SERVICES, INC. | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| CAPITAL INVESTMENT ADVISORS, LLC | - | - | - | -23,750 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -28,149 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -37,309 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -42,462 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -61,320 | -100.00% | - | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -84,095 | -100.00% | - | Jun 30, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | - | - | - | -125,000 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -145,703 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Casa Systems's largest institutional buyer is ASSETMARK, INC. The company purchased -58.00 stocks of CASA, valued at -.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SUMMIT PARTNERS L P | - | - | - | -34,124,480 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -2,391,609 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | - | - | - | -2,370,364 | -100.00% | - | Jun 30, 2024 |
| WESTERLY CAPITAL MANAGEMENT, LLC | - | - | - | -2,195,000 | -100.00% | - | Jun 30, 2024 |
| BLACKROCK INC. | - | - | - | -535,387 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -505,800 | -100.00% | - | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -352,703 | -100.00% | - | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -279,924 | -100.00% | - | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | - | - | - | -222,314 | -100.00% | - | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -178,000 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -146,137 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -145,703 | -100.00% | - | Jun 30, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | - | - | - | -125,000 | -100.00% | - | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -84,095 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -61,320 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -42,462 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -37,309 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -28,149 | -100.00% | - | Jun 30, 2024 |
| CAPITAL INVESTMENT ADVISORS, LLC | - | - | - | -23,750 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INVESTMENT SERVICES, INC. | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Casa Systems's biggest institutional seller is SUMMIT PARTNERS L P. The company sold -34.12M shares of CASA, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SUMMIT PARTNERS L P | - | - | - | -34,124,480 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | - | - | - | -2,391,609 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | - | - | - | -2,370,364 | -100.00% | - | Jun 30, 2024 |
| WESTERLY CAPITAL MANAGEMENT, LLC | - | - | - | -2,195,000 | -100.00% | - | Jun 30, 2024 |
| BLACKROCK INC. | - | - | - | -535,387 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -505,800 | -100.00% | - | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | - | - | - | -352,703 | -100.00% | - | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -279,924 | -100.00% | - | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | - | - | - | -222,314 | -100.00% | - | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | - | - | - | -178,000 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -146,137 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | - | - | - | -145,703 | -100.00% | - | Jun 30, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | - | - | - | -125,000 | -100.00% | - | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -84,095 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | - | - | - | -61,320 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -42,462 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -37,309 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -28,149 | -100.00% | - | Jun 30, 2024 |
| CAPITAL INVESTMENT ADVISORS, LLC | - | - | - | -23,750 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INVESTMENT SERVICES, INC. | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | - | - | - | -15,710 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | - | - | - | -12,185 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -11,435 | -100.00% | - | Jun 30, 2024 |
| CIC WEALTH, LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -8,970 | -100.00% | - | Jun 30, 2024 |
| MORGAN STANLEY | - | - | - | -8,552 | -100.00% | - | Jun 30, 2024 |
| FEDERATED HERMES, INC. | - | - | - | -5,064 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -1,813 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -1,274 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | - | - | - | -285 | -100.00% | - | Jun 30, 2024 |
| ASSETMARK, INC | - | - | - | -58 | -100.00% | - | Jun 30, 2024 |
Casa Systems's largest sold out institutional shareholder by shares sold is SUMMIT PARTNERS L P, sold -34.12M shares, valued at -, as of undefined.
Casa Systems Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| CORNERCAP GROUP OF FUNDS /VA/ | 0.65% | 47,169 | - | - | Sep 30, 2022 |
| Global Beta ETF Trust | 0.46% | 1,292 | - | - | May 31, 2022 |
| ROYCE CAPITAL FUND | 0.30% | 111,898 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.11% | 86,488 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.08% | 178,000 | -50,000 | -21.93% | Mar 28, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.07% | 831,620 | - | - | Mar 31, 2024 |
| NEEDHAM FUNDS INC | 0.07% | 144,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.07% | 34,412 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.05% | 8,689 | - | - | Mar 28, 2024 |
| ROYCE FUND | 0.04% | 247,800 | - | - | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.03% | 327,685 | - | - | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.03% | 60,506 | - | - | Jan 31, 2024 |
| AB CAP FUND, INC. | 0.02% | 708,682 | - | - | Jan 31, 2024 |
| FORUM FUNDS II | 0.02% | 20,200 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.02% | 365,000 | - | - | Mar 31, 2024 |
| HUSSMAN INVESTMENT TRUST | 0.01% | 46,800 | - | - | Dec 31, 2023 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 37,523 | - | - | Feb 29, 2024 |
| HARBOR FUNDS | 0.01% | 220,206 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 5,571 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 55,675 | - | - | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.01% | 113,100 | - | - | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.01% | 441,473 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 563,481 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 57,618 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.01% | 4,402 | - | - | Dec 31, 2023 |
| FIDELITY COVINGTON TRUST | 0.00% | 74,317 | - | - | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,495,848 | -538,466 | -26.47% | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 841,657 | 67,696 | 8.75% | Feb 29, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 189,303 | - | - | Feb 29, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 27,899 | - | - | Mar 28, 2024 |
| GPS Funds I | 0.00% | 14,309 | - | - | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 14,500 | - | - | Mar 31, 2020 |
| SCHWAB CAPITAL TRUST | 0.00% | 91,827 | - | - | Feb 29, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 25,629 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 324,418 | -1,321 | -0.41% | Feb 29, 2024 |
| TIMOTHY PLAN | 0.00% | 6,607 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 2,110 | - | - | Mar 31, 2024 |
| AdvisorShares Trust | 0.00% | 4,214 | - | - | Mar 28, 2024 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.00% | 595,614 | -18,299 | -2.98% | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 5,011 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES VII | 0.00% | 7,819 | - | - | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 70,294 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 2,241 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 176 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 24,264 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 21,249 | - | - | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 35,696 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 2,790 | - | - | Mar 31, 2024 |
| Natixis Funds Trust I | 0.00% | 95,075 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 261 | - | - | Apr 30, 2021 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 5,053 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 13,232 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,029 | - | - | Mar 31, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.00% | 45,400 | - | - | Mar 31, 2024 |
| Goldman Sachs ETF Trust | 0.00% | 33,305 | - | - | Feb 29, 2024 |
| COLUMBIA FUNDS SERIES TRUST I | 0.00% | 1,540,140 | 25,100 | 1.66% | Jan 31, 2024 |
| TRANSAMERICA FUNDS | 0.00% | 604,118 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 166,260 | - | - | Feb 29, 2024 |
| Federated Hermes Global Allocation Fund | 0.00% | 2,771 | - | - | Feb 29, 2024 |
| Voya PARTNERS INC | 0.00% | 22,491 | - | - | Mar 31, 2024 |
| Victory Portfolios II | 0.00% | 12,422 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,006 | - | - | Mar 31, 2024 |
| PACIFIC FUNDS SERIES TRUST | 0.00% | 54,862 | - | - | Mar 31, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 2,057 | - | - | Mar 31, 2024 |
| Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 36,575 | - | - | Feb 29, 2024 |
| MAINSTAY FUNDS TRUST | 0.00% | 33,900 | - | - | Jan 31, 2024 |
| THORNBURG INVESTMENT TRUST | 0.00% | 260,793 | - | - | Mar 31, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 42,200 | - | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.00% | 17,507 | - | - | Mar 28, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 7,899 | - | - | Mar 31, 2024 |
| MASSMUTUAL SELECT FUNDS | 0.00% | 108,400 | -95,380 | -46.81% | Dec 31, 2023 |
| RYDEX SERIES FUNDS | 0.00% | 326 | - | - | Dec 31, 2023 |
| FIDELITY SALEM STREET TRUST | 0.00% | 305,715 | - | - | Mar 31, 2024 |
| MASTER INVESTMENT PORTFOLIO | 0.00% | 6,565 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 1,624 | - | - | Feb 29, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 3,508 | - | - | Dec 31, 2023 |
| VANGUARD SCOTTSDALE FUNDS | 0.00% | 125,948 | - | - | Feb 29, 2024 |
| FLEXSHARES TRUST | 0.00% | 4,836 | - | - | Jan 31, 2024 |
| PACIFIC SELECT FUND | 0.00% | 217,783 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT CO | 0.00% | 16,188 | - | - | Jan 31, 2024 |
| PGIM ETF TRUST | 0.00% | 3,466 | - | - | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 21,894 | - | - | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 46,299 | - | - | Jan 31, 2024 |
| VALIC Co I | 0.00% | 13,018 | - | - | Feb 29, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 5,848 | - | - | Mar 31, 2024 |
| PENN SERIES FUNDS INC | 0.00% | 1,200 | - | - | Mar 28, 2024 |
| RYDEX DYNAMIC FUNDS | 0.00% | 161 | - | - | Dec 31, 2023 |
| ProFunds | 0.00% | 447 | - | - | Mar 31, 2024 |
| WisdomTree Trust | 0.00% | 74,196 | - | - | Feb 29, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 38,700 | - | - | Mar 31, 2024 |
| Guggenheim Active Allocation Fund | 0.00% | 187 | - | - | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 33,032 | - | - | Mar 31, 2024 |
| HC CAPITAL TRUST | 0.00% | 963 | - | - | Mar 31, 2024 |
| TIAA-CREF FUNDS | 0.00% | 87,643 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 3,035 | - | - | Mar 31, 2024 |
| VANGUARD WELLINGTON FUND | 0.00% | 7,866 | - | - | Feb 29, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 21 | - | - | Dec 31, 2023 |
| ADVANCED SERIES TRUST | 0.00% | 59,600 | - | - | Mar 28, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 49,606 | - | - | Dec 31, 2023 |
| PROSHARES TRUST | 0.00% | 4,183 | - | - | Feb 29, 2024 |
Casa Systems's largest mutual fund holder by % of total assets is "CORNERCAP GROUP OF FUNDS /VA/", owning 47.17K shares, compromising 0.65% of its total assets.
Casa Systems Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 36 | -12.20% |
| 31 Dec, 23 | 41 | -14.58% |
| 30 Sep, 23 | 48 | -7.69% |
| 30 Jun, 23 | 52 | -32.47% |
| 31 Mar, 23 | 77 | 2.67% |
| 31 Dec, 22 | 75 | - |
| 30 Sep, 22 | 75 | -17.58% |
| 30 Jun, 22 | 91 | 7.06% |
| 31 Mar, 22 | 85 | -4.49% |
| 31 Dec, 21 | 89 | -6.32% |
| 30 Sep, 21 | 95 | -8.65% |
| 30 Jun, 21 | 104 | -8.77% |
| 31 Mar, 21 | 114 | 28.09% |
| 31 Dec, 20 | 89 | 3.49% |
| 30 Sep, 20 | 86 | 6.17% |
| 30 Jun, 20 | 81 | -2.41% |
| 31 Mar, 20 | 83 | -13.54% |
| 31 Dec, 19 | 96 | 5.49% |
| 30 Sep, 19 | 91 | -18.75% |
| 30 Jun, 19 | 112 | -8.94% |
| 31 Mar, 19 | 123 | 0.82% |
| 31 Dec, 18 | 122 | 7.96% |
| 30 Sep, 18 | 113 | -0.88% |
| 30 Jun, 18 | 114 | 83.87% |
| 31 Mar, 18 | 62 | 82.35% |
| 31 Dec, 17 | 34 | - |
| 31 Mar, 16 | 1 | - |
As of 31 Mar 24, 36 institutions are holding Casa Systems's shares, representing a decrease of -12.20% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 44,020,701 | -7.94% |
| 31 Dec, 23 | 47,816,001 | -5.03% |
| 30 Sep, 23 | 50,347,985 | -1.62% |
| 30 Jun, 23 | 51,179,000 | -5.00% |
| 31 Mar, 23 | 53,871,708 | -7.25% |
| 31 Dec, 22 | 58,081,861 | -2.62% |
| 30 Sep, 22 | 59,641,807 | -1.85% |
| 30 Jun, 22 | 60,767,970 | 4.66% |
| 31 Mar, 22 | 58,064,228 | -0.44% |
| 31 Dec, 21 | 58,320,980 | -1.18% |
| 30 Sep, 21 | 59,014,573 | 0.44% |
| 30 Jun, 21 | 58,754,460 | 1.37% |
| 31 Mar, 21 | 57,963,245 | -0.12% |
| 31 Dec, 20 | 58,031,880 | 1.80% |
| 30 Sep, 20 | 57,004,214 | -2.38% |
| 30 Jun, 20 | 58,392,782 | 0.19% |
| 31 Mar, 20 | 58,283,821 | 1.49% |
| 31 Dec, 19 | 57,430,082 | -0.30% |
| 30 Sep, 19 | 57,604,682 | 0.75% |
| 30 Jun, 19 | 57,176,544 | 2.02% |
| 31 Mar, 19 | 56,044,253 | 1.19% |
| 31 Dec, 18 | 55,386,895 | 0.18% |
| 30 Sep, 18 | 55,284,759 | 5.16% |
| 30 Jun, 18 | 52,571,047 | 17.37% |
| 31 Mar, 18 | 44,789,010 | 0.78% |
| 31 Dec, 17 | 44,441,103 | - |
| 31 Mar, 16 | 336 | - |
Casa Systems (CASA) has 44.02M shares outstanding as of 31 Mar 24, down -7.94% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 45.16% | 1.88% |
| 31 Dec, 23 | 49.05% | 1.84% |
| 30 Sep, 23 | 51.65% | 1.85% |
| 30 Jun, 23 | 52.86% | 1.67% |
| 31 Mar, 23 | 56.24% | 1.40% |
| 31 Dec, 22 | 63.41% | 1.59% |
| 30 Sep, 22 | 63.16% | 1.46% |
| 30 Jun, 22 | 65.69% | 1.36% |
| 31 Mar, 22 | 69.50% | 1.49% |
| 31 Dec, 21 | 68.41% | 1.44% |
| 30 Sep, 21 | 68.89% | 1.44% |
| 30 Jun, 21 | 69.09% | 1.46% |
| 31 Mar, 21 | 68.81% | 1.42% |
| 31 Dec, 20 | 69.53% | 1.48% |
| 30 Sep, 20 | 68.43% | 1.38% |
| 30 Jun, 20 | 70.30% | 1.46% |
| 31 Mar, 20 | 69.39% | 1.48% |
| 31 Dec, 19 | 68.49% | 1.46% |
| 30 Sep, 19 | 68.52% | 1.47% |
| 30 Jun, 19 | 68.16% | 1.51% |
| 31 Mar, 19 | 67.26% | 1.85% |
| 31 Dec, 18 | 60.28% | 1.46% |
| 30 Sep, 18 | 64.16% | 1.61% |
| 30 Jun, 18 | 63.14% | 2.10% |
| 31 Mar, 18 | 54.87% | 1.85% |
| 31 Dec, 17 | 54.44% | - |
| 31 Mar, 16 | 0.00% | - |
As of 31 Mar 24, Casa Systems is held by 45.16% institutional shareholders, representing a 1.88% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 10 | -23.08% |
| 31 Dec, 23 | 13 | -13.33% |
| 30 Sep, 23 | 15 | -21.05% |
| 30 Jun, 23 | 19 | -40.63% |
| 31 Mar, 23 | 32 | 14.29% |
| 31 Dec, 22 | 28 | -15.15% |
| 30 Sep, 22 | 33 | -32.65% |
| 30 Jun, 22 | 49 | 28.95% |
| 31 Mar, 22 | 38 | -11.63% |
| 31 Dec, 21 | 43 | - |
| 30 Sep, 21 | 43 | -17.31% |
| 30 Jun, 21 | 52 | - |
| 31 Mar, 21 | 52 | 8.33% |
| 31 Dec, 20 | 48 | 20.00% |
| 30 Sep, 20 | 40 | -21.57% |
| 30 Jun, 20 | 51 | 21.43% |
| 31 Mar, 20 | 42 | -25.00% |
| 31 Dec, 19 | 56 | 36.59% |
| 30 Sep, 19 | 41 | -19.61% |
| 30 Jun, 19 | 51 | -31.08% |
| 31 Mar, 19 | 74 | 34.55% |
| 31 Dec, 18 | 55 | -20.29% |
| 30 Sep, 18 | 69 | -25.00% |
| 30 Jun, 18 | 92 | 70.37% |
| 31 Mar, 18 | 54 | 58.82% |
| 31 Dec, 17 | 34 | - |
| 31 Mar, 16 | 1 | - |
10 institutional shareholders have increased their position in CASA stock as of 31 Mar 24 compared to 13 in the previous quarter (a -23.08% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 13 | 18.18% |
| 31 Dec, 23 | 11 | -54.17% |
| 30 Sep, 23 | 24 | -4.00% |
| 30 Jun, 23 | 25 | -21.88% |
| 31 Mar, 23 | 32 | 6.67% |
| 31 Dec, 22 | 30 | 7.14% |
| 30 Sep, 22 | 28 | - |
| 30 Jun, 22 | 28 | -9.68% |
| 31 Mar, 22 | 31 | -6.06% |
| 31 Dec, 21 | 33 | -2.94% |
| 30 Sep, 21 | 34 | -12.82% |
| 30 Jun, 21 | 39 | -13.33% |
| 31 Mar, 21 | 45 | 55.17% |
| 31 Dec, 20 | 29 | -14.71% |
| 30 Sep, 20 | 34 | 88.89% |
| 30 Jun, 20 | 18 | -37.93% |
| 31 Mar, 20 | 29 | 20.83% |
| 31 Dec, 19 | 24 | -35.14% |
| 30 Sep, 19 | 37 | 8.82% |
| 30 Jun, 19 | 34 | 25.93% |
| 31 Mar, 19 | 27 | -42.55% |
| 31 Dec, 18 | 47 | 74.07% |
| 30 Sep, 18 | 27 | 107.69% |
| 30 Jun, 18 | 13 | 85.71% |
| 31 Mar, 18 | 7 | - |
| 31 Dec, 17 | - | - |
| 31 Mar, 16 | - | - |
13 institutional shareholders have reduced their position in CASA stock as of 31 Mar 24 compared to 11 in the previous quarter (a 18.18% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 36 | -12.20% | 44,020,701 | -7.94% | 45.16% | 1.88% | 10 | -23.08% | 13 | 18.18% |
| 31 Dec, 23 | 41 | -14.58% | 47,816,001 | -5.03% | 49.05% | 1.84% | 13 | -13.33% | 11 | -54.17% |
| 30 Sep, 23 | 48 | -7.69% | 50,347,985 | -1.62% | 51.65% | 1.85% | 15 | -21.05% | 24 | -4.00% |
| 30 Jun, 23 | 52 | -32.47% | 51,179,000 | -5.00% | 52.86% | 1.67% | 19 | -40.63% | 25 | -21.88% |
| 31 Mar, 23 | 77 | 2.67% | 53,871,708 | -7.25% | 56.24% | 1.40% | 32 | 14.29% | 32 | 6.67% |
| 31 Dec, 22 | 75 | - | 58,081,861 | -2.62% | 63.41% | 1.59% | 28 | -15.15% | 30 | 7.14% |
| 30 Sep, 22 | 75 | -17.58% | 59,641,807 | -1.85% | 63.16% | 1.46% | 33 | -32.65% | 28 | - |
| 30 Jun, 22 | 91 | 7.06% | 60,767,970 | 4.66% | 65.69% | 1.36% | 49 | 28.95% | 28 | -9.68% |
| 31 Mar, 22 | 85 | -4.49% | 58,064,228 | -0.44% | 69.50% | 1.49% | 38 | -11.63% | 31 | -6.06% |
| 31 Dec, 21 | 89 | -6.32% | 58,320,980 | -1.18% | 68.41% | 1.44% | 43 | - | 33 | -2.94% |
| 30 Sep, 21 | 95 | -8.65% | 59,014,573 | 0.44% | 68.89% | 1.44% | 43 | -17.31% | 34 | -12.82% |
| 30 Jun, 21 | 104 | -8.77% | 58,754,460 | 1.37% | 69.09% | 1.46% | 52 | - | 39 | -13.33% |
| 31 Mar, 21 | 114 | 28.09% | 57,963,245 | -0.12% | 68.81% | 1.42% | 52 | 8.33% | 45 | 55.17% |
| 31 Dec, 20 | 89 | 3.49% | 58,031,880 | 1.80% | 69.53% | 1.48% | 48 | 20.00% | 29 | -14.71% |
| 30 Sep, 20 | 86 | 6.17% | 57,004,214 | -2.38% | 68.43% | 1.38% | 40 | -21.57% | 34 | 88.89% |
| 30 Jun, 20 | 81 | -2.41% | 58,392,782 | 0.19% | 70.30% | 1.46% | 51 | 21.43% | 18 | -37.93% |
| 31 Mar, 20 | 83 | -13.54% | 58,283,821 | 1.49% | 69.39% | 1.48% | 42 | -25.00% | 29 | 20.83% |
| 31 Dec, 19 | 96 | 5.49% | 57,430,082 | -0.30% | 68.49% | 1.46% | 56 | 36.59% | 24 | -35.14% |
| 30 Sep, 19 | 91 | -18.75% | 57,604,682 | 0.75% | 68.52% | 1.47% | 41 | -19.61% | 37 | 8.82% |
| 30 Jun, 19 | 112 | -8.94% | 57,176,544 | 2.02% | 68.16% | 1.51% | 51 | -31.08% | 34 | 25.93% |
| 31 Mar, 19 | 123 | 0.82% | 56,044,253 | 1.19% | 67.26% | 1.85% | 74 | 34.55% | 27 | -42.55% |
| 31 Dec, 18 | 122 | 7.96% | 55,386,895 | 0.18% | 60.28% | 1.46% | 55 | -20.29% | 47 | 74.07% |
| 30 Sep, 18 | 113 | -0.88% | 55,284,759 | 5.16% | 64.16% | 1.61% | 69 | -25.00% | 27 | 107.69% |
| 30 Jun, 18 | 114 | 83.87% | 52,571,047 | 17.37% | 63.14% | 2.10% | 92 | 70.37% | 13 | 85.71% |
| 31 Mar, 18 | 62 | 82.35% | 44,789,010 | 0.78% | 54.87% | 1.85% | 54 | 58.82% | 7 | - |
| 31 Dec, 17 | 34 | - | 44,441,103 | - | 54.44% | - | 34 | - | - | - |
| 31 Mar, 16 | 1 | - | 336 | - | 0.00% | - | 1 | - | - | - |
Casa Systems Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Casa Systems's stock was made by Durkin Edward on Jan 02 2024, selling 21,656 shares at $0.53 per share (valued at $11.48K).
Casa Systems Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 1 | 2 | 50.00% |
| Q4 2023 | 3 | 3 | 100.00% |
| Q3 2023 | 6 | 2 | 300.00% |
| Q2 2023 | 19 | 5 | 380.00% |
| Q1 2023 | 24 | 24 | 100.00% |
| Q2 2022 | 15 | - | - |
| Q1 2022 | 17 | 27 | 62.96% |
| Q4 2021 | 2 | 2 | 100.00% |
| Q3 2021 | 4 | 10 | 40.00% |
| Q2 2021 | 14 | 18 | 77.78% |
| Q1 2021 | 33 | 52 | 63.46% |
| Q4 2020 | 3 | 3 | 100.00% |
| Q3 2020 | 6 | 5 | 120.00% |
| Q2 2020 | 10 | 6 | 166.67% |
| Q1 2020 | 16 | 18 | 88.89% |
| Q4 2019 | 5 | 4 | 125.00% |
| Q3 2019 | 3 | 3 | 100.00% |
| Q2 2019 | 8 | 5 | 160.00% |
| Q1 2019 | 13 | 10 | 130.00% |
| Q4 2018 | 5 | 3 | 166.67% |
1 total buy trades, and 2 total sell trades (buy/sell ratio of 0.50%) were made by Casa Systems's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q2 2022 | 2 | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q3 2021 | 1 | 6 | 16.67% |
| Q2 2021 | - | 4 | - |
| Q1 2021 | - | 4 | - |
| Q4 2020 | - | - | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | 1 | - | - |
| Q3 2019 | - | - | - |
| Q2 2019 | - | - | - |
| Q1 2019 | 2 | - | - |
| Q4 2018 | - | - | - |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Casa Systems's stocks.
Casa Systems Peer Ownership
CASA Ownership FAQ
Who Owns Casa Systems?
Casa Systems is owned by institutional shareholders (45.16%), insiders (22.50%), and public (32.34%). The largest institutional shareholder of Casa Systems is JPMORGAN CHASE & CO (0% of total shares) and the top mutual fund owner is CORNERCAP GROUP OF FUNDS /VA/ (0.65% of total shares).
Who are the major institutional shareholders of Casa Systems?
Casa Systems's major institutional shareholders are JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, NORTHERN TRUST CORP, and STATE STREET CORP. The top five shareholders own together 0% of the company's share outstanding.
How many Casa Systems shareholders are there?
As of Mar 2024, there are 36 institutional shareholders of Casa Systems.
What percentage of Casa Systems is owned by JPMORGAN CHASE & CO?
JPMORGAN CHASE & CO owns 0 shares of Casa Systems, representing 0% of the company's total shares outstanding, valued at $0 (as of Jun 2024).
What percentage of Casa Systems is owned by BANK OF AMERICA CORP /DE/?
As of Jun 2024, BANK OF AMERICA CORP /DE/ holds 0 shares of Casa Systems (CASA), compromising 0% of the company, valued at $0.
What percentage of Casa Systems is owned by WELLS FARGO & COMPANY/MN?
WELLS FARGO & COMPANY/MN is the third largest holder of Casa Systems. The company owns 0 of the company's shares outstanding (worth $0).