Cheesecake Factory Ownership | Who Owns Cheesecake Factory?
Cheesecake Factory Ownership Summary
Cheesecake Factory is owned by 76.42% institutional investors, 8.33% insiders, and 15.25% retail investors. Tudor investment corp et al is the largest institutional shareholder, holding 71.13% of CAKE shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.63% of its assets in Cheesecake Factory shares.
CAKE Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Cheesecake Factory | 76.42% | 8.33% | 15.25% |
| Sector | Consumer Cyclical Stocks | 33.22% | 14.15% | 52.63% |
| Industry | Restaurants Stocks | 35.64% | 11.34% | 53.03% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Tudor investment corp et al | 33.00M | 71.13% | $33.63M |
| Blackrock | 7.26M | 15.21% | $285.44M |
| Blackrock funding, inc. /de | 6.67M | 14.32% | $365.39M |
| Fmr | 5.92M | 12.69% | $323.92M |
| Vanguard group | 5.15M | 11.04% | $259.80M |
| Earnest partners | 2.09M | 4.48% | $114.35M |
| Invesco | 2.01M | 4.31% | $110.06M |
| Kayne anderson rudnick investment management | 1.99M | 4.27% | $109.07M |
| State street | 1.80M | 3.86% | $98.58M |
| American century companies | 1.77M | 3.80% | $97.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gagnon securities | 225.05K | 2.84% | $12.32M |
| Delphi management inc /ma/ | 20.98K | 1.37% | $1.15M |
| Hennessy advisors | 646.70K | 1.28% | $35.41M |
| Long road investment counsel | 43.92K | 0.94% | $2.40M |
| Future fund | 47.66K | 0.92% | $2.61M |
| Palisade capital management, lp | 333.63K | 0.61% | $18.27M |
| Pdt partners | 172.78K | 0.56% | $9.46M |
| Westwood group | 1.31M | 0.52% | $71.50M |
| Earnest partners | 2.09M | 0.47% | $114.35M |
| 44 wealth management | 23.44K | 0.45% | $1.28M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tudor investment corp et al | 33.00M | 0.06% | 33.00M |
| D. e. shaw | 1.26M | 0.04% | 1.26M |
| Two sigma investments, lp | 355.91K | 0.02% | 334.86K |
| Vanguard fiduciary trust | 318.04K | 0.00% | 318.04K |
| Jones financial companies lllp | 317.68K | 0.01% | 310.71K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 225.00K | 0.00% | -1.79M |
| Victory capital management | 19.63K | 0.00% | -1.45M |
| Fmr | 5.92M | 0.02% | -1.22M |
| Jcp investment management | - | - | -667.21K |
| Driehaus capital management | - | - | -507.61K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Tudor investment corp et al | 33.00M | 0.06% | 33.00M | $33.63M |
| Vanguard fiduciary trust | 318.04K | 0.00% | 318.04K | $17.41M |
| Qube research | 173.05K | 0.01% | 173.05K | $9.46M |
| Norges bank | 137.28K | 0.00% | 137.28K | $6.51M |
| Cubist systematic strategies | 105.05K | 0.03% | 105.05K | $5.74M |
Sold Out
| Holder | Change |
|---|---|
| Toronto dominion bank | -1.00 |
| Dv trading | -2.00 |
| Chung wu investment group | -2.00 |
| Global financial private client | -4.00 |
| Mendota financial group | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 241 | -30.55% | 35,618,602 | -37.14% | 76 | 0.51% | 102 | -35.85% | 91 | -26.61% |
| Sep 30, 2025 | 327 | - | 89,129,318 | 64.56% | 192 | 1.41% | 149 | 3.47% | 118 | -10.61% |
| Jun 30, 2025 | 333 | - | 55,606,897 | 1.77% | 119 | 0.91% | 145 | -16.18% | 136 | 33.33% |
| Mar 31, 2025 | 8 | -97.49% | 1,881,982 | -96.29% | 3 | 0.04% | 4 | -97.59% | 1 | -98.81% |
| Dec 31, 2024 | 139 | -52.07% | 23,803,052 | -48.86% | 49 | 0.52% | 70 | -43.09% | 33 | -66.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2.80M | 5.63% | 618.00 |
| Avantis US Small Cap Value ETF | 1.52M | 3.07% | - |
| Baron Opp. Small Cap Growth Strategy | 1.50M | 3.03% | -300.00K |
| Vanguard US Total Market Shares ETF | 1.42M | 2.88% | 1.77K |
| Vanguard Total Stock Mkt Idx Inv | 1.43M | 2.87% | 9.55K |
| Vanguard Explorer Inv | 1.32M | 2.65% | 50.77K |
| Fidelity Low-Priced Stock | 1.24M | 2.49% | -1.00K |
| iShares Russell 2000 ETF | 1.09M | 2.20% | 9.21K |
| Invesco Small Cap Value A | 1.06M | 2.15% | 38.33K |
| Vanguard Small Cap Index | 1.04M | 2.08% | 17.69K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 01, 2026 | OVERTON DAVID | CHAIRMAN AND C.E.O. | Sell | $6.35M |
| Mar 10, 2026 | May Scarlett | EVP, GENERAL COUNSEL | Sell | $327.71K |
| Feb 25, 2026 | Alex Spero G | EVP Operations - CFRI | Sell | $316.12K |
| Feb 25, 2026 | Clark Matthew Eliot | EXEC VP, CFO | Sell | $459.90K |
| Feb 25, 2026 | Hanscom Ashley W | PRINCIPAL ACCOUNTING OFFICER | Sell | $193.69K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | 5 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 4 |
| 2025 Q2 | - | 13 |
CAKE Ownership FAQ
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