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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, Q1 2023

Institutional positions in Cheesecake Factory Inc as of Mar 31, 2023. 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
236
0 vs. Q4 2022
Shares held
48.3M
−730.1K (−1.5%) vs. Q4 2022
Total value
$1.69B
+$137.8M (+8.9%) vs. Q4 2022
New holders
31
75 more added
Sold out
31
83 more reduced

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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 holdersQ1 2023: 236 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 heldQ1 2023: $1.69B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Cheesecake Factory Inc; share changes are against Q4 2022.

Institutions holding CAKE in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,575,582$265.5M0.01%−144,083−1.9%Reduced
Vanguard Group Inc5,612,007$196.7M0.01%+79,863+1.4%Added
Kayne Anderson Rudnick Investment Management LLC3,799,304$133.2M0.39%+21,505+0.6%Added
Earnest Partners LLC3,184,065$111.6M0.65%+394,145+14.1%Added
Bamco Inc2,587,115$90.7M0.27%−219,522−7.8%Reduced
Frontier Capital Management Co LLC2,051,163$71.9M0.74%−208,859−9.2%Reduced
Westfield Capital Management Co LP1,802,750$63.2M0.45%−24,049−1.3%Reduced
State Street Corp1,770,345$62.1M0.00%−18,596−1.0%Reduced
Invesco Ltd.1,456,466$51.0M0.01%+291,247+25.0%Added
Dimensional Fund Advisors LP1,161,973$40.7M0.01%−15,502−1.3%Reduced
Geode Capital Management, LLC931,554$32.7M0.00%+32,958+3.7%Added
William Blair Investment Management, LLC824,574$28.9M0.10%+43,633+5.6%Added
New York State Common Retirement Fund756,737$26.5M0.04%+59,769+8.6%Added
Rockefeller Capital Management L.P.718,969$25.2M0.11%+62,422+9.5%Added
Bank of New York Mellon Corp693,694$24.3M0.01%−16,577−2.3%Reduced
Charles Schwab Investment Management Inc571,148$20.0M0.01%−461−0.1%Reduced
Natixis Advisors, L.P.552,795$19.4M0.07%+3,358+0.6%Added
Morgan Stanley529,887$18.6M0.00%+53,825+11.3%Added
Palisade Capital Management LLC525,813$18.4M0.50%+17,257+3.4%Added
Citadel Advisors LLC512,982$18.0M0.02%+133,967+35.3%Added
Northern Trust Corp498,376$17.5M0.00%+3,400+0.7%Added
American Century Companies Inc474,000$16.7M0.01%+16,935+3.7%Added
Wells Fargo & Company473,032$16.6M0.01%+45,103+10.5%Added
Ameriprise Financial Inc422,552$14.8M0.00%−7,372−1.7%Reduced
UBS Group AG412,960$14.5M0.01%+425+0.1%Added
Millennium Management LLC349,249$12.2M0.01%−168,188−32.5%Reduced
Principal Financial Group Inc288,702$10.1M0.01%−6,120−2.1%Reduced
Fisher Asset Management, LLC274,300$9.61M0.01%+21,350+8.4%Added
Chartwell Investment Partners, LLC265,501$9.31M0.35%−7,335−2.7%Reduced
Leeward Investments, LLC - MA253,448$8.88M0.40%+185,677+274.0%Added
Two Sigma Investments, LP250,282$8.77M0.03%+236,782+1,753.9%Added
Victory Capital Management Inc246,526$8.64M0.01%+226,874+1,154.5%Added
Norges Bank241,487$8.46M0.00%−197,718−45.0%Reduced
Envestnet Asset Management Inc224,191$7.86M0.00%+6,732+3.1%Added
T. Rowe Price Investment Management, Inc.212,346$7.44M0.01%+3,930+1.9%Added
Gagnon Securities LLC210,109$7.36M1.55%+4,632+2.3%Added
Sapience Investments, LLC193,815$6.79M1.57%−79,450−29.1%Reduced
Scout Investments, Inc.174,381$6.11M0.12%−1,988−1.1%Reduced
Bank of America Corp164,042$5.75M0.00%−33,466−16.9%Reduced
Goldman Sachs Group Inc163,818$5.74M0.00%+61,646+60.3%Added
First Eagle Investment Management, LLC160,753$5.63M0.01%+23,934+17.5%Added
Fred Alger Management, LLC154,793$5.43M0.03%−793,505−83.7%Reduced
Rhumbline Advisers151,261$5.30M0.01%+5,935+4.1%Added
Maverick Capital LtdSuperinvestorMaverick Capital143,733$5.04M0.13%+84,269+141.7%Added
Legal & General Group Plc141,744$4.97M0.00%−3,468−2.4%Reduced
Gamco Investors, Inc. Et Al139,865$4.90M0.05%00.0%Unchanged
Nuveen Asset Management, LLC138,742$4.86M0.00%−9,154−6.2%Reduced
JPMorgan Chase & Co138,117$4.84M0.00%−8,658−5.9%Reduced
Stifel Financial Corp123,528$4.33M0.01%+6,542+5.6%Added
Thrivent Financial for Lutherans107,965$3.79M0.01%−1,661−1.5%Reduced
Swiss National Bank99,900$3.50M0.00%−13,600−12.0%Reduced
Barclays PLC87,902$3.08M0.00%+242+0.3%Added
Public Sector Pension Investment Board84,105$2.95M0.02%−2,894−3.3%Reduced
Schonfeld Strategic Advisors LLC81,037$2.84M0.03%+47,849+144.2%Added
Russell Investments Group, Ltd.79,911$2.80M0.01%−140,754−63.8%Reduced
New York State Teachers Retirement System76,558$2.68M0.01%−469−0.6%Reduced
Blair William & Co72,395$2.54M0.01%−4,042−5.3%Reduced
AQR Capital Management LLC71,844$2.52M0.01%+46,989+189.1%Added
Gsa Capital Partners LLP62,180$2.18M0.22%+51,547+484.8%Added
Alliancebernstein L.P.59,456$2.08M0.00%−7,058−10.6%Reduced
Truist Financial Corp59,333$2.08M0.00%−31−0.1%Reduced
California State Teachers Retirement System58,692$2.06M0.00%−1,564−2.6%Reduced
State of New Jersey Common Pension Fund D57,067$2.00M0.01%−6,855−10.7%Reduced
UBS Asset Management Americas Inc56,160$1.97M0.00%+4,155+8.0%Added
Tabor Asset Management, LP51,533$1.81M0.90%−47,161−47.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys50,634$1.77M0.02%−545−1.1%Reduced
Crown Advisors Management, Inc.50,000$1.75M1.31%+50,000New
D. E. Shaw & Co., Inc.48,401$1.70M0.00%+16,838+53.3%Added
Great West Life Assurance Co47,387$1.66M0.00%−2,887−5.7%Reduced
Allspring Global Investments Holdings, LLC46,562$1.63M0.00%−80,505−63.4%Reduced
BNP Paribas Arbitrage, SA45,393$1.59M0.00%+23,556+107.9%Added
Credit Suisse AG45,041$1.58M0.00%−32,833−42.2%Reduced
Royal Bank of Canada44,645$1.56M0.00%−1,534−3.3%Reduced
Prudential Financial Inc56,189$1.56M0.00%−4,806−7.9%Reduced
Voloridge Investment Management, LLC44,149$1.55M0.01%+44,149New
Long Road Investment Counsel, LLC43,550$1.53M0.73%−70−0.2%Reduced
Texas Permanent School Fund42,545$1.49M0.01%+10,396+32.3%Added
Captrust Financial Advisors41,769$1.46M0.01%+41,769New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC41,651$1.46M0.10%00.0%Unchanged
Oppenheimer Asset Management Inc.41,004$1.44M0.02%+12,601+44.4%Added
Citigroup Inc40,655$1.42M0.00%−788−1.9%Reduced
ExodusPoint Capital Management, LP39,970$1.40M0.02%+7,797+24.2%Added
Woodline Partners LP37,542$1.32M0.02%+37,542New
Davenport & Co LLC35,959$1.26M0.01%+2,273+6.7%Added
First Republic Investment Management, Inc.35,837$1.26M0.00%+1,068+3.1%Added
Moody Aldrich Partners LLC35,341$1.24M0.25%+35,341New
Deutsche Bank AG35,006$1.23M0.00%+9,316+36.3%Added
Great Lakes Advisors, LLC34,139$1.20M0.01%00.0%Unchanged
HighTower Advisors, LLC33,724$1.18M0.00%+486+1.5%Added
Intercontinental Wealth Advisors, LLC33,523$1.17M0.30%−99−0.3%Reduced
Qube Research & Technologies Ltd33,210$1.16M0.01%+33,210New
State of Alaska, Department of Revenue32,775$1.15M0.01%−525−1.6%Reduced
Factorial Partners, LLC32,000$1.12M0.84%00.0%Unchanged
National Bank of Canada31,872$1.12M0.00%+31,747+25,397.6%Added
River & Mercantile Asset Management LLP30,257$1.06M0.22%−9,640−24.2%Reduced
Tudor Investment Corp Et Al29,369$1.03M0.02%+5,778+24.5%Added
Price T Rowe Associates Inc29,310$1.03M0.00%+1,617+5.8%Added
Walleye Trading LLC29,215$1.02M0.04%−18,475−38.7%Reduced
Voya Investment Management LLC28,897$1.01M0.00%−8,101−21.9%Reduced
Ensign Peak Advisors, Inc28,777$1.01M0.00%00.0%Unchanged