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Cheesecake Factory Inc

CAKE
Exchange
Nasdaq
Industry
Retail-Eating Places
SEC CIK
0000887596

In the last 90 days, Cheesecake Factory Inc insiders filed 1 open-market purchase and 9 sales; 343 institutions reported holding it in 13F filings for Q2 2026, worth $4.05B in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Cheesecake Factory Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
253
−11 vs. Q2 2021
Shares held
40.3M
−608.8K (−1.5%) vs. Q2 2021
Total value
$1.89B
−$325.0M (−14.7%) vs. Q2 2021
New holders
37
98 more added
Sold out
48
64 more reduced

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CAKE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 253 institutions
Q1 2021: 247 institutionsQ2 2021: 267 institutionsQ3 2021: 253 institutionsQ4 2021: 253 institutionsQ1 2022: 249 institutionsQ2 2022: 226 institutionsQ3 2022: 222 institutionsQ4 2022: 239 institutionsQ1 2023: 236 institutionsQ2 2023: 240 institutionsQ3 2023: 225 institutionsQ4 2023: 258 institutionsQ1 2024: 259 institutionsQ2 2024: 260 institutionsQ3 2024: 274 institutionsQ4 2024: 298 institutionsQ1 2025: 316 institutionsQ2 2025: 318 institutionsQ3 2025: 326 institutionsQ4 2025: 310 institutionsQ1 2026: 333 institutionsQ2 2026: 343 institutions
Value heldQ3 2021: $1.89B
Q1 2021: $2.22BQ2 2021: $2.22BQ3 2021: $1.89BQ4 2021: $1.65BQ1 2022: $1.68BQ2 2022: $1.17BQ3 2022: $1.35BQ4 2022: $1.57BQ1 2023: $1.69BQ2 2023: $1.58BQ3 2023: $1.32BQ4 2023: $1.56BQ1 2024: $1.58BQ2 2024: $1.85BQ3 2024: $1.89BQ4 2024: $2.41BQ1 2025: $2.66BQ2 2025: $3.49BQ3 2025: $3.10BQ4 2025: $2.88BQ1 2026: $2.79BQ2 2026: $4.05B
Institutions holding CAKE and their total value by quarter
QuarterHoldersValue
Q2 2026343$4.05B
Q1 2026333$2.79B
Q4 2025310$2.88B
Q3 2025326$3.10B
Q2 2025318$3.49B
Q1 2025316$2.66B
Q4 2024298$2.41B
Q3 2024274$1.89B
Q2 2024260$1.85B
Q1 2024259$1.58B
Q4 2023258$1.56B
Q3 2023225$1.32B
Q2 2023240$1.58B
Q1 2023236$1.69B
Q4 2022239$1.57B
Q3 2022222$1.35B
Q2 2022226$1.17B
Q1 2022249$1.68B
Q4 2021253$1.65B
Q3 2021253$1.89B
Q2 2021267$2.22B
Q1 2021247$2.22B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Cheesecake Factory Inc; share changes are against Q2 2021.

Institutions holding CAKE in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,879,901$370.4M0.01%+421,024+5.6%Added
Vanguard Group Inc5,248,328$246.7M0.01%+269,400+5.4%Added
Kayne Anderson Rudnick Investment Management LLC4,348,235$204.4M0.50%−9,211−0.2%Reduced
Bamco Inc1,579,860$74.3M0.17%+379,860+31.7%Added
State Street Corp1,523,776$71.6M0.00%+52,716+3.6%Added
Dimensional Fund Advisors LP998,603$46.9M0.02%+38,681+4.0%Added
Invesco Ltd.993,301$46.7M0.01%+46,213+4.9%Added
Geode Capital Management, LLC798,567$37.5M0.01%+35,931+4.7%Added
Wells Fargo & Company729,448$34.3M0.01%+40,406+5.9%Added
Castle Hook Partners LP639,373$30.1M2.14%+639,373New
Charles Schwab Investment Management Inc562,096$26.4M0.01%+3,646+0.7%Added
Bank of New York Mellon Corp532,097$25.0M0.00%−503,416−48.6%Reduced
Scopia Capital Management LP525,583$24.7M3.30%+525,583New
Northern Trust Corp507,015$23.8M0.00%−201,552−28.4%Reduced
Fisher Asset Management, LLC474,789$22.3M0.01%−11,003−2.3%Reduced
Natixis Advisors, L.P.453,446$21.3M0.09%+27,615+6.5%Added
Frontier Capital Management Co LLC450,454$21.2M0.17%+251,255+126.1%Added
Fred Alger Management, LLC427,185$20.1M0.05%−137,013−24.3%Reduced
Palisade Capital Management LLC407,249$19.1M0.42%+34,047+9.1%Added
Nuveen Asset Management, LLC422,618$19.0M0.01%+273,414+183.2%Added
Ameriprise Financial Inc363,310$17.1M0.01%+84,904+30.5%Added
Norges Bank343,304$16.1M0.00%−43,538−11.3%Reduced
UBS Group AG341,748$16.1M0.01%−73,826−17.8%Reduced
Principal Financial Group Inc340,414$16.0M0.01%+14,724+4.5%Added
William Blair Investment Management, LLC333,320$15.7M0.04%+333,320New
Samlyn Capital, LLC325,101$15.3M0.22%+325,101New
Goldman Sachs Group Inc319,206$15.0M0.00%+172,578+117.7%Added
Morgan Stanley310,694$14.6M0.00%−45,939−12.9%Reduced
Balyasny Asset Management LLC301,829$14.2M0.07%−20,357−6.3%Reduced
Chartwell Investment Partners, LLC291,837$13.7M0.43%−40,374−12.2%Reduced
Sapience Investments, LLC287,213$13.5M1.60%+45,049+18.6%Added
Shellback Capital, LP251,400$11.8M0.69%−205,000−44.9%Reduced
Barclays PLC222,768$10.5M0.01%+164,276+280.9%Added
Border to Coast Pensions Partnership Ltd265,536$10.3M0.35%00.0%Unchanged
D. E. Shaw & Co., Inc.220,029$10.3M0.01%+42,184+23.7%Added
Marshall Wace, LLP207,285$9.74M0.05%+138,202+200.1%Added
Voloridge Investment Management, LLC183,409$8.62M0.06%+77,638+73.4%Added
Scout Investments, Inc.182,962$8.60M0.13%+35,408+24.0%Added
Envestnet Asset Management Inc179,720$8.45M0.00%+4,770+2.7%Added
Parametric Portfolio Associates LLC173,186$8.14M0.00%−47,731−21.6%Reduced
Gagnon Securities LLC170,178$8.00M1.19%+141,556+494.6%Added
Two Sigma Investments, LP160,349$7.54M0.02%+152,033+1,828.2%Added
Legal & General Group Plc144,639$6.80M0.00%−844−0.6%Reduced
Gamco Investors, Inc. Et Al140,965$6.63M0.06%00.0%Unchanged
Stifel Financial Corp134,777$6.33M0.01%−5,587−4.0%Reduced
Bank of America Corp132,749$6.24M0.00%+18,487+16.2%Added
New York State Common Retirement Fund126,872$5.96M0.01%−19,609−13.4%Reduced
Rhumbline Advisers118,206$5.56M0.01%−10,176−7.9%Reduced
Millennium Management LLC118,111$5.55M0.01%−30,315−20.4%Reduced
BNP Paribas Arbitrage, SA111,802$5.25M0.01%−9,628−7.9%Reduced
Susquehanna International Group, LLP109,296$5.14M0.01%−92,010−45.7%Reduced
Citadel Advisors LLC105,450$4.96M0.01%−804,696−88.4%Reduced
Blair William & Co99,876$4.69M0.02%−12,520−11.1%Reduced
Public Sector Pension Investment Board98,050$4.61M0.03%+3,870+4.1%Added
Swiss National Bank97,500$4.58M0.00%+1,500+1.6%Added
Premier Fund Managers Ltd92,200$4.39M0.14%00.0%Unchanged
Man Group plc89,508$4.21M0.01%−59,786−40.0%Reduced
Edgestream Partners, L.P.82,191$3.86M0.24%+34,715+73.1%Added
JPMorgan Chase & Co78,000$3.67M0.00%+6,675+9.4%Added
New York State Teachers Retirement System70,905$3.33M0.01%+3,015+4.4%Added
UBS Asset Management Americas Inc67,876$3.19M0.00%−14,692−17.8%Reduced
Alliancebernstein L.P.66,497$3.13M0.00%−3,509−5.0%Reduced
State of New Jersey Common Pension Fund D63,534$2.99M0.01%+20,740+48.5%Added
Wolverine Trading, LLC61,619$2.93M0.06%+41,608+207.9%Added
First Trust Advisors LP61,603$2.90M0.00%−36,920−37.5%Reduced
Brookfield Asset Management Inc.61,244$2.88M0.01%+18,844+44.4%Added
Susquehanna Fundamental Investments, LLC61,016$2.87M0.05%+61,016New
California State Teachers Retirement System60,993$2.87M0.00%+1,285+2.2%Added
Ensign Peak Advisors, Inc60,317$2.83M0.01%00.0%Unchanged
Prelude Capital Management, LLC59,151$2.78M0.15%+59,151New
Prudential Financial Inc60,206$2.71M0.00%+752+1.3%Added
Group One Trading, L.P.56,280$2.65M0.06%+56,280New
Blueshift Asset Management, LLC55,935$2.63M0.15%+55,935New
Victory Capital Management Inc54,756$2.57M0.00%−13,001−19.2%Reduced
Royal Bank of Canada53,927$2.53M0.00%+8,150+17.8%Added
Tabor Asset Management, LP53,068$2.49M1.54%+53,068New
Russell Investments Group, Ltd.50,186$2.36M0.00%00.0%Unchanged
HRT Financial LP48,303$2.27M0.01%−168−0.3%Reduced
Truist Financial Corp47,510$2.23M0.00%−8,924−15.8%Reduced
Bridgewater Associates, LP44,747$2.10M0.01%+11,110+33.0%Added
Citigroup Inc44,425$2.09M0.00%−12,711−22.2%Reduced
Great West Life Assurance Co43,953$2.08M0.00%+2,161+5.2%Added
Long Road Investment Counsel, LLC44,050$2.07M0.91%00.0%Unchanged
First Republic Investment Management, Inc.41,587$1.96M0.00%+2,131+5.4%Added
Raymond James & Associates40,878$1.92M0.00%+19,424+90.5%Added
Credit Suisse AG40,726$1.91M0.00%−11,359−21.8%Reduced
BBVA USA40,715$1.91M0.11%−2,914−6.7%Reduced
Hudson Bay Capital Management LP40,000$1.88M0.03%+30,000+300.0%Added
Thrivent Financial for Lutherans39,224$1.84M0.00%+1,509+4.0%Added
Holocene Advisors, LP37,959$1.78M0.01%+37,959New
Intercontinental Wealth Advisors, LLC36,798$1.73M0.40%−3,451−8.6%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys36,793$1.73M0.02%+1,391+3.9%Added
Deutsche Bank AG36,236$1.70M0.00%+1,443+4.1%Added
Texas Permanent School Fund35,897$1.69M0.02%+1,520+4.4%Added
State of Alaska, Department of Revenue35,401$1.66M0.02%+3,476+10.9%Added
Comerica Bank38,405$1.63M0.01%+685+1.8%Added
Davenport & Co LLC34,525$1.62M0.01%+3,858+12.6%Added
Allianz Asset Management GmbH32,847$1.54M0.00%+32,847New
Alpha DNA Investment Management LLC30,658$1.44M1.01%+4,908+19.1%Added
American International Group, Inc.29,115$1.37M0.01%+734+2.6%Added