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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, Q2 2023

Institutional positions in Cheesecake Factory Inc as of Jun 30, 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
240
+5 vs. Q1 2023
Shares held
46.4M
−1.88M (−3.9%) vs. Q1 2023
Total value
$1.58B
−$109.0M (−6.4%) vs. Q1 2023
New holders
31
78 more added
Sold out
26
85 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 240 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 heldQ2 2023: $1.58B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Cheesecake Factory Inc; share changes are against Q1 2023.

Institutions holding CAKE in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,476,606$258.5M0.01%−98,976−1.3%Reduced
Vanguard Group Inc5,546,365$191.8M0.00%−65,642−1.2%Reduced
Kayne Anderson Rudnick Investment Management LLC3,572,373$123.5M0.35%−226,931−6.0%Reduced
Earnest Partners LLC3,003,681$103.9M0.58%−180,384−5.7%Reduced
Bamco Inc2,414,857$83.5M0.23%−172,258−6.7%Reduced
State Street Corp1,768,573$61.2M0.00%−1,772−0.1%Reduced
Frontier Capital Management Co LLC1,448,800$50.1M0.48%−602,363−29.4%Reduced
Invesco Ltd.1,365,078$47.2M0.01%−91,388−6.3%Reduced
Dimensional Fund Advisors LP1,178,874$40.8M0.01%+16,901+1.5%Added
Geode Capital Management, LLC966,062$33.4M0.00%+34,508+3.7%Added
Bank of New York Mellon Corp690,664$23.9M0.01%−3,030−0.4%Reduced
William Blair Investment Management, LLC629,340$21.8M0.07%−195,234−23.7%Reduced
Two Sigma Investments, LP628,255$21.7M0.06%+377,973+151.0%Added
Thrivent Financial for Lutherans578,646$20.0M0.05%+470,681+436.0%Added
Morgan Stanley552,507$19.1M0.00%+22,620+4.3%Added
Palisade Capital Management LLC552,041$19.1M0.51%+26,228+5.0%Added
Charles Schwab Investment Management Inc552,031$19.1M0.01%−19,117−3.3%Reduced
Balyasny Asset Management LLC546,530$18.9M0.05%+520,346+1,987.3%Added
Natixis Advisors, L.P.545,467$18.9M0.06%−7,328−1.3%Reduced
Northern Trust Corp502,948$17.4M0.00%+4,572+0.9%Added
Wells Fargo & Company498,644$17.2M0.01%+25,612+5.4%Added
American Century Companies Inc467,353$16.2M0.01%−6,647−1.4%Reduced
Ameriprise Financial Inc449,447$15.5M0.00%+26,895+6.4%Added
UBS Group AG436,563$15.1M0.01%+23,603+5.7%Added
Millennium Management LLC426,865$14.8M0.02%+77,616+22.2%Added
Norges Bank320,900$11.1M0.00%+79,413+32.9%Added
Citadel Advisors LLC309,432$10.7M0.01%−203,550−39.7%Reduced
Goldman Sachs Group Inc305,080$10.5M0.00%+141,262+86.2%Added
Fisher Asset Management, LLC274,000$9.47M0.01%−300−0.1%Reduced
Principal Financial Group Inc272,052$9.41M0.01%−16,650−5.8%Reduced
Chartwell Investment Partners, LLC258,558$8.94M0.32%−6,943−2.6%Reduced
First Eagle Investment Management, LLC256,793$8.88M0.02%+96,040+59.7%Added
Leeward Investments, LLC - MA246,847$8.54M0.40%−6,601−2.6%Reduced
Victory Capital Management Inc243,359$8.42M0.01%−3,167−1.3%Reduced
Envestnet Asset Management Inc229,722$7.94M0.00%+5,531+2.5%Added
Rockefeller Capital Management L.P.219,779$7.60M0.03%−499,190−69.4%Reduced
Gagnon Securities LLC210,445$7.28M1.51%+336+0.2%Added
Sapience Investments, LLC190,903$6.60M1.49%−2,912−1.5%Reduced
Scout Investments, Inc.169,280$6.34M0.13%−5,101−2.9%Reduced
New York State Common Retirement Fund161,575$5.59M0.01%−595,162−78.6%Reduced
Rhumbline Advisers153,695$5.31M0.01%+2,434+1.6%Added
Fred Alger Management, LLC151,002$5.22M0.03%−3,791−2.4%Reduced
Bank of America Corp150,294$5.20M0.00%−13,748−8.4%Reduced
JPMorgan Chase & Co141,972$4.91M0.00%+3,855+2.8%Added
Gamco Investors, Inc. Et Al139,865$4.84M0.05%00.0%Unchanged
Legal & General Group Plc139,598$4.83M0.00%−2,146−1.5%Reduced
Susquehanna International Group, LLP130,436$4.51M0.01%+107,541+469.7%Added
Nuveen Asset Management, LLC124,938$4.32M0.00%−13,804−9.9%Reduced
Stifel Financial Corp122,805$4.25M0.01%−723−0.6%Reduced
ExodusPoint Capital Management, LP121,589$4.21M0.05%+81,619+204.2%Added
Maverick Capital LtdSuperinvestorMaverick Capital118,070$4.08M0.09%−25,663−17.9%Reduced
Swiss National Bank106,800$3.69M0.00%+6,900+6.9%Added
Cubist Systematic Strategies, LLC96,731$3.34M0.04%+77,308+398.0%Added
First Trust Advisors LP93,270$3.23M0.00%+74,758+403.8%Added
HRT Financial LP89,087$3.08M0.03%+89,087New
Public Sector Pension Investment Board84,768$2.93M0.02%+663+0.8%Added
Squarepoint Ops LLC76,828$2.66M0.01%+62,696+443.6%Added
State of New Jersey Common Pension Fund D76,471$2.64M0.01%+19,404+34.0%Added
Two Sigma Advisers, LP75,400$2.61M0.01%+75,400New
Barclays PLC75,346$2.61M0.00%−12,556−14.3%Reduced
New York State Teachers Retirement System71,458$2.47M0.01%−5,100−6.7%Reduced
Jump Financial, LLC71,038$2.46M0.09%+65,025+1,081.4%Added
Blair William & Co67,238$2.33M0.01%−5,157−7.1%Reduced
Citigroup Inc67,015$2.32M0.00%+26,360+64.8%Added
AQR Capital Management LLC65,467$2.26M0.00%−6,377−8.9%Reduced
Schonfeld Strategic Advisors LLC64,482$2.23M0.02%−16,555−20.4%Reduced
Winton Group Ltd62,756$2.17M0.18%+62,756New
Truist Financial Corp60,200$2.08M0.00%+867+1.5%Added
Alliancebernstein L.P.60,082$2.08M0.00%+626+1.1%Added
California State Teachers Retirement System59,327$2.05M0.00%+635+1.1%Added
UBS Asset Management Americas Inc56,160$1.97M0.00%00.0%Unchanged
Quantbot Technologies LP56,156$1.94M0.13%+27,789+98.0%Added
Prudential Financial Inc68,435$1.90M0.00%+12,246+21.8%Added
Royal Bank of Canada54,697$1.89M0.00%+10,052+22.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys53,982$1.87M0.01%+3,348+6.6%Added
Crown Advisors Management, Inc.50,000$1.73M1.13%00.0%Unchanged
Oppenheimer Asset Management Inc.48,328$1.67M0.02%+7,324+17.9%Added
Credit Suisse AG48,238$1.67M0.00%+3,197+7.1%Added
Allspring Global Investments Holdings, LLC46,363$1.60M0.00%−199−0.4%Reduced
Occudo Quantitative Strategies LP45,883$1.59M0.16%+36,496+388.8%Added
Long Road Investment Counsel, LLC43,550$1.51M0.70%00.0%Unchanged
BNP Paribas Arbitrage, SA43,111$1.49M0.00%−2,282−5.0%Reduced
Great West Life Assurance Co42,717$1.48M0.00%−4,670−9.9%Reduced
Captrust Financial Advisors42,556$1.47M0.01%+787+1.9%Added
Texas Permanent School Fund41,690$1.44M0.01%−855−2.0%Reduced
Westfield Capital Management Co LP41,072$1.42M0.01%−1,761,678−97.7%Reduced
HighTower Advisors, LLC37,809$1.30M0.00%+4,085+12.1%Added
Davenport & Co LLC35,925$1.24M0.01%−34−0.1%Reduced
AXA S.A.35,000$1.21M0.00%+35,000New
Intercontinental Wealth Advisors, LLC33,590$1.16M0.28%+67+0.2%Added
Tabor Asset Management, LP33,153$1.15M0.63%−18,380−35.7%Reduced
National Bank of Canada31,872$1.13M0.00%00.0%Unchanged
Factorial Partners, LLC32,000$1.11M0.76%00.0%Unchanged
State of Alaska, Department of Revenue31,423$1.09M0.01%−1,352−4.1%Reduced
Delphi Management Inc31,185$1.08M1.14%+31,185New
Campbell & CO Investment Adviser LLC31,128$1.08M0.19%+31,128New
1492 Capital Management LLC30,345$1.05M0.61%+30,345New
Price T Rowe Associates Inc29,946$1.04M0.00%+636+2.2%Added
Voya Investment Management LLC29,604$1.02M0.00%+707+2.4%Added
Ensign Peak Advisors, Inc28,777$995.1K0.00%00.0%Unchanged