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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 2024

Institutional positions in Cheesecake Factory Inc as of Mar 31, 2024. 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
259
+2 vs. Q4 2023
Shares held
43.7M
−784.3K (−1.8%) vs. Q4 2023
Total value
$1.58B
+$22.4M (+1.4%) vs. Q4 2023
New holders
35
88 more added
Sold out
33
96 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 259 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 2024: $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, Q1 2024

Shares, value and share of portfolio for each institution holding Cheesecake Factory Inc; share changes are against Q4 2023.

Institutions holding CAKE in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,301,014$263.9M0.01%−175,484−2.3%Reduced
Vanguard Group Inc5,456,288$197.2M0.00%−45,781−0.8%Reduced
Kayne Anderson Rudnick Investment Management LLC2,890,133$104.5M0.24%−57,144−1.9%Reduced
Earnest Partners LLC2,754,803$99.6M0.46%−60,324−2.1%Reduced
Bamco Inc2,200,000$79.5M0.21%00.0%Unchanged
State Street Corp1,784,566$64.5M0.00%+11,769+0.7%Added
Invesco Ltd.1,290,344$46.6M0.01%+7,367+0.6%Added
Dimensional Fund Advisors LP1,198,144$43.3M0.01%+16,282+1.4%Added
Geode Capital Management, LLC1,061,647$38.4M0.00%+21,638+2.1%Added
Frontier Capital Management Co LLC928,919$33.6M0.31%−34,308−3.6%Reduced
William Blair Investment Management, LLC758,783$27.4M0.07%+6,166+0.8%Added
American Century Companies Inc719,197$26.0M0.02%+152,660+26.9%Added
Bank of New York Mellon Corp627,057$22.7M0.00%−20,847−3.2%Reduced
Thrivent Financial for Lutherans616,702$22.3M0.04%+57,329+10.2%Added
Charles Schwab Investment Management Inc575,693$20.8M0.00%+16,201+2.9%Added
Morgan Stanley538,685$19.5M0.00%−77,423−12.6%Reduced
Natixis Advisors, L.P.526,625$19.0M0.04%−2,750−0.5%Reduced
Palisade Capital Management LLC515,415$18.6M0.49%+6,554+1.3%Added
Northern Trust Corp473,514$17.1M0.00%−20,836−4.2%Reduced
Ameriprise Financial Inc450,351$16.3M0.00%+34,051+8.2%Added
Wells Fargo & Company442,671$16.0M0.00%+13,936+3.3%Added
Citadel Advisors LLC439,050$15.9M0.02%−173,184−28.3%Reduced
UBS Group AG416,411$15.1M0.00%+367+0.1%Added
First Eagle Investment Management, LLC400,099$14.5M0.03%+18,250+4.8%Added
Envestnet Asset Management Inc391,345$14.1M0.01%−13,950−3.4%Reduced
Woodline Partners LP382,551$13.8M0.13%−27,479−6.7%Reduced
Two Sigma Investments, LP382,134$13.8M0.03%+129,557+51.3%Added
Nuveen Asset Management, LLC379,561$13.7M0.00%+254,780+204.2%Added
Victory Capital Management Inc322,776$11.7M0.01%+12,854+4.1%Added
Fisher Asset Management, LLC294,796$10.7M0.00%+31,896+12.1%Added
Goldman Sachs Group Inc257,705$9.32M0.00%−8,568−3.2%Reduced
Norges Bank257,084$9.29M0.00%−77,941−23.3%Reduced
Millennium Management LLC248,411$8.98M0.01%+204,535+466.2%Added
Principal Financial Group Inc243,591$8.81M0.01%+396+0.2%Added
Hudson Bay Capital Management LP239,673$8.66M0.08%+24,081+11.2%Added
Rockefeller Capital Management L.P.237,217$8.58M0.03%−249,818−51.3%Reduced
Marshall Wace, LLP227,107$8.21M0.01%+29,054+14.7%Added
Gagnon Securities LLC218,766$7.91M1.87%+2,191+1.0%Added
Leeward Investments, LLC - MA218,322$7.89M0.35%−9,360−4.1%Reduced
Sapient Capital LLC195,000$7.05M0.16%00.0%Unchanged
Squarepoint Ops LLC167,705$6.06M0.03%+150,644+883.0%Added
New York State Common Retirement Fund161,823$5.85M0.01%+2,052+1.3%Added
IPG Investment Advisors LLC160,490$5.80M1.27%+8,795+5.8%Added
Scout Investments, Inc.152,266$5.57M0.14%−9,689−6.0%Reduced
Rhumbline Advisers143,926$5.20M0.00%−2,340−1.6%Reduced
Gamco Investors, Inc. Et Al139,600$5.05M0.05%−265−0.2%Reduced
Legal & General Group Plc133,984$4.84M0.00%−1,196−0.9%Reduced
AQR Capital Management LLC115,460$4.17M0.01%+80,751+232.7%Added
Sapience Investments, LLC103,018$3.72M1.23%−55,385−35.0%Reduced
Public Sector Pension Investment Board95,744$3.46M0.03%−1,190−1.2%Reduced
Swiss National Bank95,200$3.44M0.00%−800−0.8%Reduced
Diametric Capital, LP92,731$3.35M1.86%−800−0.9%Reduced
First Trust Advisors LP83,214$3.01M0.00%+26,142+45.8%Added
Royal Bank of Canada83,057$3.00M0.00%−22,457−21.3%Reduced
Stifel Financial Corp77,186$2.79M0.00%+1,027+1.3%Added
State of New Jersey Common Pension Fund D76,471$2.76M0.01%00.0%Unchanged
New York State Teachers Retirement System74,307$2.69M0.01%−400−0.5%Reduced
UBS Asset Management Americas Inc66,002$2.39M0.00%−252−0.4%Reduced
Voloridge Investment Management, LLC63,882$2.31M0.01%+49,471+343.3%Added
Alliancebernstein L.P.61,320$2.22M0.00%−5,097−7.7%Reduced
Trexquant Investment LP61,023$2.21M0.04%+61,023New
Prudential Financial Inc60,851$2.20M0.00%−1,589−2.5%Reduced
Bank of America Corp60,052$2.17M0.00%+30,294+101.8%Added
Capital Fund Management S.A.56,512$2.04M0.02%+38,019+205.6%Added
JPMorgan Chase & Co55,927$2.02M0.00%−40,572−42.0%Reduced
AXA S.A.55,199$2.00M0.01%−1,000−1.8%Reduced
Verition Fund Management LLC50,933$1.84M0.02%+35,435+228.6%Added
Duality Advisers, LP50,584$1.83M0.18%+50,584New
California State Teachers Retirement System48,169$1.74M0.00%−3,203−6.2%Reduced
BNP Paribas Arbitrage, SA47,916$1.73M0.00%−16,539−25.7%Reduced
HRT Financial LP47,726$1.73M0.01%−2,857−5.6%Reduced
Credit Suisse AG46,964$1.70M0.00%+3,731+8.6%Added
Citigroup Inc44,156$1.60M0.00%+1,742+4.1%Added
Barclays PLC43,177$1.56M0.00%−41,020−48.7%Reduced
Long Road Investment Counsel, LLC43,100$1.56M0.65%+450+1.1%Added
Delphi Management Inc42,071$1.52M1.18%+1,672+4.1%Added
Texas Permanent School Fund40,881$1.48M0.01%+547+1.4%Added
Oppenheimer Asset Management Inc.40,597$1.47M0.02%−2,652−6.1%Reduced
Great West Life Assurance Co40,477$1.46M0.00%+1,130+2.9%Added
Davenport & Co LLC40,117$1.45M0.01%+8,064+25.2%Added
HighTower Advisors, LLC38,397$1.38M0.00%+5,937+18.3%Added
Ensign Peak Advisors, Inc37,676$1.36M0.00%−1,901−4.8%Reduced
Two Sigma Advisers, LP37,600$1.36M0.00%−8,900−19.1%Reduced
Blair William & Co36,299$1.31M0.00%−1,411−3.7%Reduced
CI Private Wealth, LLC34,662$1.25M0.00%−40.0%Reduced
Voya Investment Management LLC34,652$1.25M0.00%−3,806−9.9%Reduced
Prelude Capital Management, LLC33,831$1.22M0.08%+3,381+11.1%Added
Factorial Partners, LLC33,000$1.19M0.68%−1,000−2.9%Reduced
1492 Capital Management LLC31,998$1.16M0.64%−17−0.1%Reduced
New Century Financial Group, LLC30,645$1.11M0.77%+30,645New
Campbell & CO Investment Adviser LLC30,236$1.09M0.09%−42,072−58.2%Reduced
Jane Street Group, LLC29,889$1.08M0.00%−57,825−65.9%Reduced
Cetera Investment Advisers29,420$1.06M0.00%+29,420New
State of Alaska, Department of Revenue28,456$1.03M0.01%−281−1.0%Reduced
Price T Rowe Associates Inc27,303$988.0K0.00%−5,670−17.2%Reduced
Susquehanna Portfolio Strategies, LLC27,258$985.4K0.02%−11,468−29.6%Reduced
Janus Henderson Group PLC26,706$964.9K0.00%+10.0%Added
South Dakota Investment Council26,500$958.0K0.02%+2,400+10.0%Added
Deutsche Bank AG25,924$937.2K0.00%−25−0.1%Reduced
Wolverine Trading, LLC25,778$931.9K0.01%−1,607−5.9%Reduced