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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 2024

Institutional positions in Cheesecake Factory Inc as of Sep 30, 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
274
+17 vs. Q2 2024
Shares held
46.6M
+6.75M (+16.9%) vs. Q2 2024
Total value
$1.89B
+$323.9M (+20.7%) vs. Q2 2024
New holders
42
78 more added
Sold out
25
98 more reduced

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 2024: 274 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 2024: $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 2024

Shares, value and share of portfolio for each institution holding Cheesecake Factory Inc; share changes are against Q2 2024.

Institutions holding CAKE in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.7,316,991$296.7M0.01%+7,316,991New
Vanguard Group Inc5,422,362$219.9M0.00%+15,238+0.3%Added
Earnest Partners LLC2,745,740$111.3M0.48%−85,641−3.0%Reduced
Kayne Anderson Rudnick Investment Management LLC2,712,308$110.0M0.24%−105,622−3.7%Reduced
Bamco Inc2,000,000$81.1M0.22%−200,000−9.1%Reduced
State Street Corp1,876,295$76.1M0.00%+67,550+3.7%Added
Millennium Management LLC1,828,753$74.2M0.06%+623,459+51.7%Added
Invesco Ltd.1,256,869$51.0M0.01%+25,735+2.1%Added
Dimensional Fund Advisors LP1,255,839$50.9M0.01%+14,567+1.2%Added
American Century Companies Inc1,177,025$47.7M0.03%+234,331+24.9%Added
Geode Capital Management, LLC1,118,549$45.4M0.00%+12,493+1.1%Added
Bank of New York Mellon Corp1,048,540$42.5M0.01%+189,699+22.1%Added
Frontier Capital Management Co LLC909,217$36.9M0.35%−20,274−2.2%Reduced
Morgan Stanley788,035$32.0M0.00%+21,777+2.8%Added
William Blair Investment Management, LLC662,380$26.9M0.07%−156,948−19.2%Reduced
Palisade Capital Management LLC617,705$25.0M0.66%−39,870−6.1%Reduced
Charles Schwab Investment Management Inc597,901$24.2M0.00%+6,872+1.2%Added
Goldman Sachs Group Inc578,175$23.4M0.00%−129,408−18.3%Reduced
Woodline Partners LP571,854$23.2M0.20%+37,131+6.9%Added
Thrivent Financial for Lutherans524,418$21.3M0.04%−1,390−0.3%Reduced
Natixis Advisors, L.P.523,999$21.2M0.04%−6,498−1.2%Reduced
Northern Trust Corp456,835$18.5M0.00%+492+0.1%Added
Envestnet Asset Management Inc439,730$17.8M0.01%+4,423+1.0%Added
UBS Group AG426,282$17.3M0.00%+40,422+10.5%Added
Wells Fargo & Company416,868$16.9M0.00%−14,252−3.3%Reduced
Ameriprise Financial Inc408,715$16.6M0.00%−333,776−45.0%Reduced
Victory Capital Management Inc403,271$16.4M0.02%+99,341+32.7%Added
Fisher Asset Management, LLC402,602$16.3M0.01%−307−0.1%Reduced
Schonfeld Strategic Advisors LLC369,817$15.0M0.12%+369,817New
Voloridge Investment Management, LLC343,101$13.9M0.05%−77,834−18.5%Reduced
Gamco Investors, Inc. Et Al333,200$13.5M0.14%−6,400−1.9%Reduced
First Eagle Investment Management, LLC328,718$13.3M0.03%−80,831−19.7%Reduced
Verition Fund Management LLC284,294$11.5M0.08%+257,241+950.9%Added
Principal Financial Group Inc255,595$10.4M0.01%+22,416+9.6%Added
Two Sigma Investments, LP248,856$10.1M0.02%−94,279−27.5%Reduced
Balyasny Asset Management LLC244,684$9.92M0.03%−489,246−66.7%Reduced
Bank of America Corp238,717$9.68M0.00%+159,752+202.3%Added
JCP Investment Management, LLC237,210$9.62M7.98%+106,151+81.0%Added
Leeward Investments, LLC - MA229,765$9.32M0.43%−770−0.3%Reduced
Gagnon Securities LLC218,801$8.87M1.76%+376+0.2%Added
New York State Common Retirement Fund195,706$7.94M0.01%−3,000−1.5%Reduced
Sapient Capital LLC195,000$7.91M0.16%00.0%Unchanged
Trexquant Investment LP146,414$5.94M0.08%+29,469+25.2%Added
Rhumbline Advisers135,954$5.51M0.00%−8,245−5.7%Reduced
Legal & General Group Plc130,900$5.31M0.00%−1,787−1.3%Reduced
AXA S.A.126,821$5.14M0.02%+14,733+13.1%Added
Nuveen Asset Management, LLC123,214$5.00M0.00%−145,337−54.1%Reduced
Hudson Bay Capital Management LP121,128$4.91M0.03%−130,890−51.9%Reduced
Scout Investments, Inc.119,623$4.73M0.12%−19,342−13.9%Reduced
Rockefeller Capital Management L.P.108,050$4.38M0.01%−89,283−45.2%Reduced
Public Sector Pension Investment Board99,252$4.02M0.02%−3,900−3.8%Reduced
Fred Alger Management, LLC97,765$3.96M0.02%+60,100+159.6%Added
Swiss National Bank94,500$3.83M0.00%−700−0.7%Reduced
Royal Bank of Canada94,413$3.83M0.00%+5,544+6.2%Added
Barclays PLC92,512$3.75M0.00%+63,217+215.8%Added
Arrowstreet Capital, Limited Partnership90,478$3.67M0.00%+90,478New
UBS Asset Management Americas Inc87,530$3.55M0.00%−11,001−11.2%Reduced
Stifel Financial Corp79,148$3.21M0.00%+3,342+4.4%Added
New York State Teachers Retirement System77,660$3.15M0.01%+4,053+5.5%Added
1492 Capital Management LLC70,898$2.87M1.44%+4,726+7.1%Added
AQR Capital Management LLC66,976$2.72M0.00%−9,076−11.9%Reduced
Citigroup Inc60,993$2.47M0.00%+21,445+54.2%Added
Jane Street Group, LLC57,043$2.31M0.00%−44,465−43.8%Reduced
Prudential Financial Inc56,978$2.31M0.00%−1,848−3.1%Reduced
Alliancebernstein L.P.55,633$2.26M0.00%−704−1.2%Reduced
Squarepoint Ops LLC50,235$2.04M0.01%−114,192−69.4%Reduced
California State Teachers Retirement System45,789$1.86M0.00%−1,562−3.3%Reduced
Great West Life Assurance Co45,045$1.83M0.00%00.0%Unchanged
JPMorgan Chase & Co44,554$1.81M0.00%−8,000−15.2%Reduced
Oppenheimer Asset Management Inc.44,074$1.79M0.02%−845−1.9%Reduced
Long Road Investment Counsel, LLC43,100$1.75M0.70%00.0%Unchanged
Marshall Wace, LLP41,859$1.70M0.00%−179,588−81.1%Reduced
Davenport & Co LLC40,332$1.64M0.01%+139+0.3%Added
HighTower Advisors, LLC39,989$1.62M0.00%+1,035+2.7%Added
Ensign Peak Advisors, Inc37,676$1.53M0.00%00.0%Unchanged
Pathstone Holdings, LLC37,540$1.52M0.01%+329+0.9%Added
Delphi Management Inc36,702$1.49M1.35%−5,504−13.0%Reduced
Campbell & CO Investment Adviser LLC35,116$1.42M0.11%+35,116New
CI Private Wealth, LLC34,059$1.38M0.00%−743−2.1%Reduced
South Dakota Investment Council33,479$1.36M0.03%00.0%Unchanged
Tabor Asset Management, LP32,732$1.33M0.64%+32,732New
State of Wisconsin Investment Board32,540$1.32M0.00%−2,001−5.8%Reduced
Cetera Investment Advisers32,419$1.31M0.00%+686+2.2%Added
Voya Investment Management LLC31,077$1.26M0.00%−3,183−9.3%Reduced
Price T Rowe Associates Inc29,619$1.20M0.00%+432+1.5%Added
Norges Bank29,422$1.19M0.00%−8,033−21.4%Reduced
Deutsche Bank AG27,959$1.13M0.00%+5,889+26.7%Added
Corebridge Financial, Inc.27,655$1.12M0.01%−293−1.0%Reduced
MetLife Investment Management27,406$1.11M0.01%00.0%Unchanged
Susquehanna Portfolio Strategies, LLC27,258$1.11M0.08%00.0%Unchanged
State of Alaska, Department of Revenue26,708$1.08M0.01%−817−3.0%Reduced
Mirae Asset Global ETFs Holdings Ltd.26,415$1.07M0.00%+2,010+8.2%Added
Illinois Municipal Retirement Fund26,394$1.07M0.02%+2,040+8.4%Added
BNP Paribas Arbitrage, SA26,243$1.06M0.00%+40.0%Added
Manufacturers Life Insurance Company, The25,789$1.05M0.00%−441−1.7%Reduced
Danske Bank A/S25,642$1.04M0.00%−1,571−5.8%Reduced
SG Americas Securities, LLC24,198$981.0K0.00%+6,449+36.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC24,095$977.1K0.04%00.0%Unchanged
Quest Partners LLC24,006$973.4K0.09%+24,006New
Econ Financial Services Corp23,799$965.0K0.54%+23,799New