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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, Q4 2024

Institutional positions in Cheesecake Factory Inc as of Dec 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
298
+28 vs. Q3 2024
Shares held
50.7M
+4.24M (+9.1%) vs. Q3 2024
Total value
$2.41B
+$521.5M (+27.7%) vs. Q3 2024
New holders
59
103 more added
Sold out
31
83 more reduced

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 298 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 heldQ4 2024: $2.41B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Cheesecake Factory Inc; share changes are against Q3 2024.

Institutions holding CAKE in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.7,404,847$351.3M0.01%+87,856+1.2%Added
Vanguard Group Inc5,443,458$258.2M0.00%+21,096+0.4%Added
Earnest Partners LLC2,726,383$129.3M0.58%−19,357−0.7%Reduced
Kayne Anderson Rudnick Investment Management LLC2,689,391$127.6M0.29%−22,917−0.8%Reduced
Bamco Inc2,000,000$94.9M0.25%00.0%Unchanged
State Street Corp1,935,256$91.8M0.00%+58,961+3.1%Added
Invesco Ltd.1,412,483$67.0M0.01%+155,614+12.4%Added
American Century Companies Inc1,363,051$64.7M0.04%+186,026+15.8%Added
Hennessy Advisors Inc1,330,400$63.1M1.88%+1,330,400New
Dimensional Fund Advisors LP1,243,504$59.0M0.01%−12,335−1.0%Reduced
Wellington Management Group LLP1,186,511$56.3M0.01%+1,186,511New
Geode Capital Management, LLC1,115,130$52.9M0.00%−3,419−0.3%Reduced
Bank of New York Mellon Corp1,106,016$52.5M0.01%+57,476+5.5%Added
Victory Capital Management Inc1,076,347$51.1M0.05%+673,076+166.9%Added
Frontier Capital Management Co LLC868,814$41.2M0.39%−40,403−4.4%Reduced
UBS Group AG860,125$40.8M0.01%+433,843+101.8%Added
JCP Investment Management, LLC667,210$31.7M18.65%+430,000+181.3%Added
Morgan Stanley634,224$30.1M0.00%−153,811−19.5%Reduced
Palisade Capital Management LLC626,758$29.7M0.79%+9,053+1.5%Added
Charles Schwab Investment Management Inc618,670$29.3M0.01%+20,769+3.5%Added
Goldman Sachs Group Inc596,865$28.3M0.01%+18,690+3.2%Added
William Blair Investment Management, LLC558,343$26.5M0.06%−104,037−15.7%Reduced
Northern Trust Corp538,285$25.5M0.00%+81,450+17.8%Added
Natixis Advisors, L.P.513,649$24.4M0.05%−10,350−2.0%Reduced
Voloridge Investment Management, LLC489,570$23.2M0.08%+146,469+42.7%Added
Junto Capital Management LP460,098$21.8M0.43%+460,098New
Envestnet Asset Management Inc434,769$20.6M0.01%−4,961−1.1%Reduced
Wells Fargo & Company426,819$20.2M0.00%+9,951+2.4%Added
Fisher Asset Management, LLC411,854$19.5M0.01%+9,252+2.3%Added
Arrowstreet Capital, Limited Partnership382,383$18.1M0.01%+291,905+322.6%Added
First Eagle Investment Management, LLC360,718$17.1M0.04%+32,000+9.7%Added
Ameriprise Financial Inc352,636$16.7M0.00%−56,079−13.7%Reduced
Thrivent Financial for Lutherans340,158$16.1M0.03%−184,260−35.1%Reduced
Verition Fund Management LLC339,266$16.1M0.08%+54,972+19.3%Added
Gamco Investors, Inc. Et Al327,200$15.5M0.16%−6,000−1.8%Reduced
Ophir Asset Management Pty Ltd315,000$14.9M2.23%+315,000New
Schonfeld Strategic Advisors LLC286,231$13.6M0.09%−83,586−22.6%Reduced
Principal Financial Group Inc268,830$12.8M0.01%+13,235+5.2%Added
D. E. Shaw & Co., Inc.231,078$11.0M0.01%+219,505+1,896.7%Added
Gagnon Securities LLC218,157$10.3M2.09%−644−0.3%Reduced
Leeward Investments, LLC - MA213,867$10.1M0.51%−15,898−6.9%Reduced
Hudson Bay Capital Management LP207,159$9.83M0.06%+86,031+71.0%Added
New York State Common Retirement Fund200,222$9.50M0.01%+4,516+2.3%Added
Ruffer LLP198,179$9.40M0.34%+198,179New
Royal Bank of Canada197,350$9.36M0.00%+102,937+109.0%Added
Two Sigma Investments, LP188,472$8.94M0.02%−60,384−24.3%Reduced
JPMorgan Chase & Co176,900$8.39M0.00%+132,346+297.0%Added
Fred Alger Management, LLC151,808$7.20M0.03%+54,043+55.3%Added
Trexquant Investment LP140,719$6.68M0.08%−5,695−3.9%Reduced
Norges Bank137,282$6.51M0.00%+107,860+366.6%Added
Renaissance Technologies LLC136,445$6.47M0.01%+126,200+1,231.8%Added
Legal & General Group Plc134,766$6.39M0.00%+3,866+3.0%Added
Rhumbline Advisers133,672$6.34M0.01%−2,282−1.7%Reduced
Raymond James Financial Inc130,274$6.18M0.00%+130,274New
AXA S.A.129,088$6.12M0.02%+2,267+1.8%Added
Nuveen Asset Management, LLC122,530$5.81M0.00%−684−0.6%Reduced
Public Sector Pension Investment Board117,246$5.56M0.02%+17,994+18.1%Added
Rockefeller Capital Management L.P.115,183$5.46M0.01%+7,133+6.6%Added
Citadel Advisors LLC104,922$4.98M0.00%+104,922New
UBS Asset Management Americas Inc101,208$4.80M0.00%+13,678+15.6%Added
Barclays PLC96,912$4.60M0.00%+4,400+4.8%Added
Swiss National Bank95,100$4.51M0.00%+600+0.6%Added
First Trust Advisors LP90,982$4.32M0.00%+69,515+323.8%Added
New York State Teachers Retirement System77,660$3.68M0.01%00.0%Unchanged
Stifel Financial Corp76,544$3.63M0.00%−2,604−3.3%Reduced
ExodusPoint Capital Management, LP75,988$3.60M0.04%+75,988New
Edgestream Partners, L.P.71,846$3.41M0.15%+71,846New
Woodline Partners LP70,777$3.36M0.02%−501,077−87.6%Reduced
1492 Capital Management LLC70,123$3.33M1.58%−775−1.1%Reduced
Citigroup Inc68,090$3.23M0.00%+7,097+11.6%Added
Knights of Columbus Asset Advisors LLC54,930$2.61M0.17%+54,930New
Greenland Capital Management LP50,718$2.41M0.48%+50,718New
Prudential Financial Inc49,157$2.36M0.00%−7,821−13.7%Reduced
Alliancebernstein L.P.49,718$2.36M0.00%−5,915−10.6%Reduced
Diametric Capital, LP48,461$2.30M1.55%+35,410+271.3%Added
Lazard Asset Management LLC47,978$2.27M0.00%+45,799+2,101.8%Added
AQR Capital Management LLC47,323$2.25M0.00%−19,653−29.3%Reduced
Bank of America Corp46,621$2.21M0.00%−192,096−80.5%Reduced
California State Teachers Retirement System45,186$2.14M0.00%−603−1.3%Reduced
Great West Life Assurance Co45,045$2.14M0.00%00.0%Unchanged
Oppenheimer Asset Management Inc.44,191$2.10M0.03%+117+0.3%Added
Long Road Investment Counsel, LLC43,100$2.04M0.83%00.0%Unchanged
Engineers Gate Manager LP42,050$1.99M0.03%+42,050New
Pathstone Holdings, LLC41,467$1.97M0.01%+3,927+10.5%Added
HighTower Advisors, LLC40,665$1.93M0.00%+676+1.7%Added
Deutsche Bank AG40,492$1.92M0.00%+12,533+44.8%Added
Sapience Investments, LLC39,136$1.86M1.08%+39,136New
Quantbot Technologies LP39,053$1.85M0.07%+39,053New
Russell Investments Group, Ltd.38,417$1.82M0.00%+15,600+68.4%Added
Davenport & Co LLC38,183$1.81M0.01%−2,149−5.3%Reduced
Ensign Peak Advisors, Inc37,676$1.79M0.00%00.0%Unchanged
Qube Research & Technologies Ltd36,798$1.75M0.00%+36,798New
CI Private Wealth, LLC33,990$1.61M0.00%−69−0.2%Reduced
LPL Financial LLC33,954$1.61M0.00%+12,370+57.3%Added
South Dakota Investment Council33,479$1.59M0.03%00.0%Unchanged
Cetera Investment Advisers33,296$1.58M0.00%+877+2.7%Added
Delphi Management Inc32,837$1.56M1.51%−3,865−10.5%Reduced
Price T Rowe Associates Inc32,774$1.55M0.00%+3,155+10.7%Added
State of Wisconsin Investment Board31,640$1.50M0.00%−900−2.8%Reduced
Twinbeech Capital LP31,621$1.50M0.03%+31,621New