Casa Systems, Inc.
Casa Systems, Inc. (CASA) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CASA · as of Mar 31, 2024
Ownership Breakdown
36
Institutional Holders
▼ 5 vs Q4
$12.04M
Total Inst. Value
▼ $13.30M vs Q4
99.11M
Shares Outstanding
freeFloat 33.65%
44.02M
13F Shares Held
▼ 3.80M vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CASA largest shareholders · institutional ownership
Q1 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
SUMMIT PARTNERS L P radio & tv broadcasting & communications equipment | 34.12M | 35.00% | 35.00% | $9.34B | May 15, 2024 | — held |
VANGUARD GROUP INC radio & tv broadcasting & communications equipment | 2.39M | 2.45% | 2.45% | $654.35M | May 10, 2024 | ▲ 47.9K |
AMERIPRISE FINANCIAL INC radio & tv broadcasting & communications equipment | 2.37M | 2.43% | 2.43% | $648.53M | May 15, 2024 | ▼ 5.0K |
WESTERLY CAPITAL MANAGEMENT, LLC radio & tv broadcasting & communications equipment | 2.19M | 2.25% | 2.25% | $600.55M | May 15, 2024 | ▼ 1.41M |
BLACKROCK INC. radio & tv broadcasting & communications equipment | 535.4K | 54.92% | 54.92% | $146.48M | May 10, 2024 | ▼ 788 |
RENAISSANCE TECHNOLOGIES LLC radio & tv broadcasting & communications equipment | 505.8K | 51.88% | 51.88% | $138.00M | May 13, 2024 | ▲ 40.5K |
GEODE CAPITAL MANAGEMENT, LLC radio & tv broadcasting & communications equipment | 352.7K | 36.18% | 36.18% | $96.52M | May 13, 2024 | — held |
JACOBS LEVY EQUITY MANAGEMENT, INC radio & tv broadcasting & communications equipment | 279.9K | 28.71% | 28.71% | $76.59M | May 15, 2024 | ▼ 94.7K |
KENNEDY CAPITAL MANAGEMENT LLC radio & tv broadcasting & communications equipment | 222.3K | 22.80% | 22.80% | $60.83M | May 15, 2024 | ▼ 132.8K |
BRIDGEWAY CAPITAL MANAGEMENT, LLC radio & tv broadcasting & communications equipment | 178.0K | 18.26% | 18.26% | $48.70M | May 15, 2024 | ▼ 50.0K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2024 vs prior quarter
Q1 2024
7
Increased
+154.0K shares3
New Positions
first time holders13
Decreased
−1.83M shares9
Sold Out
fully exitedNet shares change (top 50)
1.68M
+154.0K / −1.83M
Net new holders
-12
3 new / 9 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CASA insider trading · insider activity
Source: SEC Form 4
1
Buy transactions
2
Sell transactions
0.50
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Durkin Edward Chief Financial Officer | Jan 1, 2024 | Tax Withhold | 21,656 | $0.53 | $11.5K | 281.2K | Form 4 ↗ |
Chen Weidong See Remarks | Dec 8, 2023 | Tax Withhold | 121,366 | $0.54 | $65.5K | 2.54M | Form 4 ↗ |
Chen Weidong See Remarks | Dec 8, 2023 | Award | 23,967 | — | — | 24.0K | Form 4 ↗ |
Paro Philip Jr. Chief Accounting Officer | Sep 13, 2023 | Award | 101,000 | — | — | 101.0K | Form 4 ↗ |
Durkin Edward Chief Financial Officer | Sep 1, 2023 | Award | 1,300,000 | — | — | 1.30M | Form 4 ↗ |
Glickman Michael President and CEO | Aug 1, 2023 | Award | 2,750,000 | — | — | 2.75M | Form 4 ↗ |
Durkin Edward CFO and Interim CEO | Jul 19, 2023 | Tax Withhold | 69,548 | $1.19 | $82.8K | 240.3K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Casa Systems, Inc. (CASA) is primarily owned by institutional investors, who hold approximately 44.4% of total shares outstanding. Company insiders own approximately 66.35%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Casa Systems, Inc. is SUMMIT PARTNERS L P, holding approximately 34.12 million shares — equal to 35.00% of outstanding shares — as of March 31, 2024.
A total of 36 institutional investors currently hold CASA stock, with a combined institutional value of approximately $12,042,469 as of the most recent 13F filing period.
Frequently asked questions
CASA ownershipCasa Systems, Inc. (CASA) is primarily owned by institutional investors, who hold approximately 44.4% of shares. The largest shareholder is SUMMIT PARTNERS L P with a 35.00% stake. Company insiders hold 66.35%. Data sourced from SEC Form 13F as of March 31, 2024.