CoreCard Ownership | Who Owns CoreCard?
CoreCard Ownership Summary
CoreCard is owned by 42.11% institutional investors, 29.03% insiders, and 28.86% retail investors. Weitz investment management is the largest institutional shareholder, holding 6.47% of CCRD shares. Weitz Partners III Opportunity Instl is the top mutual fund, with 6.61% of its assets in CoreCard shares.
CCRD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CoreCard | 42.11% | 29.03% | 28.86% |
| Sector | Technology Stocks | 143.99% | 12.56% | -56.55% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Weitz investment management | 515.00K | 6.47% | $11.69M |
| Vanguard group | 367.35K | 4.62% | $8.34M |
| Blackrock funding, inc. /de | 319.15K | 4.10% | $9.25M |
| Investors asset management of georgia inc /ga/ /adv | 296.20K | 3.80% | $7.97M |
| Acadian asset management | 228.71K | 2.94% | $6.62M |
| Renaissance | 189.10K | 2.38% | $4.29M |
| Marshall wace, llp | 135.93K | 1.74% | $3.94M |
| Topline capital management | 128.89K | 1.65% | $3.73M |
| Monarch capital management inc/ | 100.31K | 1.29% | $2.70M |
| Arrowstreet capital, limited partnership | 98.84K | 1.27% | $2.86M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Investors asset management of georgia inc /ga/ /adv | 296.20K | 3.39% | $7.97M |
| Apis capital advisors | 66.70K | 0.69% | $1.93M |
| Monarch capital management inc/ | 100.31K | 0.66% | $2.70M |
| Topline capital management | 128.89K | 0.64% | $3.73M |
| Weitz investment management | 515.00K | 0.60% | $11.69M |
| Value management | 44.50K | 0.19% | $1.20M |
| Navellier & associates | 35.58K | 0.13% | $1.03M |
| Greenhaven road investment management | 7.43K | 0.07% | $215.36K |
| Occudo quantitative strategies lp | 7.56K | 0.02% | $219.13K |
| Acadian asset management | 228.71K | 0.01% | $6.62M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 319.15K | 0.00% | 211.20K |
| Marshall wace, llp | 135.93K | 0.00% | 80.07K |
| Morgan stanley | 73.08K | 0.00% | 60.09K |
| Value management | 44.50K | 0.19% | 44.50K |
| Goldman sachs group | 28.36K | 0.00% | 28.36K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 90.45K | - | -351.58K |
| Topline capital management | 128.89K | 0.64% | -191.92K |
| Janus henderson group | - | - | -139.39K |
| Apis capital advisors | 66.70K | 0.69% | -74.30K |
| State street | 24.58K | - | -58.28K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Value management | 44.50K | 0.19% | 44.50K | $1.20M |
| Virtu financial | 10.62K | 0.01% | 10.62K | $155.00K |
| O'shaughnessy asset management | 9.68K | 0.00% | 9.68K | $219.69K |
| Occudo quantitative strategies lp | 7.56K | 0.02% | 7.56K | $219.13K |
| Greenhaven road investment management | 7.43K | 0.07% | 7.43K | $215.36K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| New york state common retirement fund | -59.00 |
| Svb wealth | -100.00 |
| Private wealth management group | -129.00 |
| Coldstream capital management | -168.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 74 | 29.82% | 3,280,287 | 3.56% | 42 | 2.54% | 47 | 80.77% | 15 | -11.76% |
| Mar 31, 2025 | 2 | -96.83% | 224,444 | -92.99% | 2 | 0.18% | 2 | -94.29% | - | -100.00% |
| Dec 31, 2024 | 35 | -33.96% | 2,146,088 | -16.00% | 26 | 2.62% | 16 | -27.27% | 9 | -55.00% |
| Sep 30, 2024 | 53 | -18.46% | 2,554,947 | -9.87% | 32 | 2.61% | 23 | -37.84% | 20 | -16.67% |
| Jun 30, 2024 | 64 | 4.92% | 2,834,571 | -15.94% | 34 | 2.05% | 36 | 28.57% | 24 | 20.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Weitz Partners III Opportunity Instl | 515.00K | 6.61% | - |
| Vanguard US Total Market Shares ETF | 314.33K | 4.04% | - |
| Vanguard Total Stock Mkt Idx Inv | 170.34K | 2.19% | -3.75K |
| iShares Russell 2000 ETF | 137.89K | 1.77% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 60.08K | 0.77% | -24.77K |
| Fidelity Small Cap Index | 56.40K | 0.72% | 56.40K |
| iShares Russell 2000 Growth ETF | 48.47K | 0.62% | - |
| DFA US Small Cap I | 33.32K | 0.43% | - |
| Fidelity Extended Market Index | 31.51K | 0.40% | -259.00 |
| IMC US Ultra Micro Cap | 28.89K | 0.37% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 16, 2024 | STRANGE J LELAND | President & CEO | Buy | $75.84K |
| Feb 16, 2024 | White Matthew A | CFO and Corporate Secretary | Buy | $42.28K |
| Nov 14, 2023 | STRANGE J LELAND | President & CEO | Buy | $26.27K |
| Nov 13, 2023 | STRANGE J LELAND | President & CEO | Buy | $47.32K |
| Feb 14, 2020 | STRANGE J LELAND | President & CEO | Sell | $4.00M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2024 Q4 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | 2 | - |
| 2023 Q4 | 2 | - |
CCRD Ownership FAQ
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