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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 2025

Institutional positions in Cheesecake Factory Inc as of Sep 30, 2025. 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
326
+12 vs. Q2 2025
Shares held
56.7M
+1.05M (+1.9%) vs. Q2 2025
Total value
$3.10B
−$388.1M (−11.1%) vs. Q2 2025
New holders
55
104 more added
Sold out
43
120 more reduced

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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 2025: 326 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 2025: $3.10B
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 2025

Shares, value and share of portfolio for each institution holding Cheesecake Factory Inc; share changes are against Q2 2025.

Institutions holding CAKE in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.6,720,585$367.2M0.01%+45,796+0.7%Added
FMR LLC5,252,883$287.0M0.01%+1,116,614+27.0%Added
Vanguard Group Inc5,151,328$281.5M0.00%−48,009−0.9%Reduced
Kayne Anderson Rudnick Investment Management LLC2,573,150$140.6M0.34%−71,451−2.7%Reduced
Bank of America Corp2,401,424$131.2M0.01%+1,217,897+102.9%Added
Earnest Partners LLC2,265,030$123.8M0.54%−123,151−5.2%Reduced
Wellington Management Group LLP2,175,310$118.9M0.02%−1,006,132−31.6%Reduced
Invesco Ltd.2,057,118$112.4M0.02%+407,223+24.7%Added
American Century Companies Inc1,800,388$98.4M0.05%+96,074+5.6%Added
State Street Corp1,781,420$97.3M0.00%−18,453−1.0%Reduced
Westwood Holdings Group Inc.1,411,081$77.1M0.55%+136,594+10.7%Added
Victory Capital Management Inc1,266,532$69.2M0.04%−575,207−31.2%Reduced
Bamco Inc1,250,037$68.3M0.18%−249,963−16.7%Reduced
Dimensional Fund Advisors LP1,207,196$66.0M0.01%+28,361+2.4%Added
Geode Capital Management, LLC1,147,597$62.7M0.00%+33,265+3.0%Added
Morgan Stanley1,008,238$55.1M0.00%+904+0.1%Added
UBS Group AG848,821$46.4M0.01%+55,934+7.1%Added
Hennessy Advisors Inc754,200$41.2M1.42%−337,200−30.9%Reduced
Voloridge Investment Management, LLC747,046$40.8M0.14%+262,081+54.0%Added
Woodline Partners LP618,056$33.8M0.16%+564,744+1,059.3%Added
Charles Schwab Investment Management Inc591,212$32.3M0.01%−490.0%Reduced
Squarepoint Ops LLC543,101$29.7M0.06%+543,101New
Bank of New York Mellon Corp530,886$29.0M0.01%−217,531−29.1%Reduced
Northern Trust Corp515,654$28.2M0.00%−9,463−1.8%Reduced
Palisade Capital Management LLC480,896$26.3M0.71%−122,887−20.4%Reduced
Fisher Asset Management, LLC469,225$25.6M0.01%+120,719+34.6%Added
Goldman Sachs Group Inc459,224$25.1M0.00%−10,976−2.3%Reduced
BNP Paribas Arbitrage, SA453,073$24.8M0.02%+443,452+4,609.2%Added
Wells Fargo & Company398,469$21.8M0.00%−3,285−0.8%Reduced
Natixis Advisors, L.P.362,705$19.8M0.03%−133,845−27.0%Reduced
Envestnet Asset Management Inc339,847$18.6M0.01%−42,636−11.1%Reduced
Gamco Investors, Inc. Et Al327,200$17.9M0.17%00.0%Unchanged
Principal Financial Group Inc299,520$16.4M0.01%+22,895+8.3%Added
Ruffer LLP265,599$14.5M0.81%−32,030−10.8%Reduced
Frontier Capital Management Co LLC241,095$13.2M0.12%−190,615−44.2%Reduced
Gagnon Securities LLC227,336$12.4M2.49%−29,018−11.3%Reduced
SEI Investments Co223,041$12.2M0.01%+10,388+4.9%Added
JPMorgan Chase & Co218,001$11.9M0.00%+113,326+108.3%Added
HRT Financial LP201,247$11.0M0.04%+158,927+375.5%Added
Edgestream Partners, L.P.197,525$10.8M0.32%+125,134+172.9%Added
Aequim Alternative Investments LP195,338$10.7M0.24%+141,738+264.4%Added
Citadel Advisors LLC195,177$10.7M0.01%+195,177New
Public Sector Pension Investment Board178,786$9.77M0.04%+23,434+15.1%Added
Qube Research & Technologies Ltd173,048$9.46M0.01%+173,048New
New York State Common Retirement Fund172,876$9.45M0.01%−47,458−21.5%Reduced
PDT Partners, LLC170,877$9.34M0.59%+126,472+284.8%Added
Millennium Management LLC162,917$8.90M0.01%−118,937−42.2%Reduced
Susquehanna International Group, LLP155,584$8.50M0.01%−40,947−20.8%Reduced
Schonfeld Strategic Advisors LLC151,707$8.29M0.06%+107,875+246.1%Added
Royal Bank of Canada147,976$8.09M0.00%−62,766−29.8%Reduced
Rhumbline Advisers137,771$7.53M0.01%+2,645+2.0%Added
Legal & General Group Plc123,466$6.75M0.00%−6,263−4.8%Reduced
Ameriprise Financial Inc122,905$6.72M0.00%−6,635−5.1%Reduced
Citigroup Inc110,163$6.02M0.00%+64,577+141.7%Added
Leeward Investments, LLC - MA109,744$6.00M0.31%−2,452−2.2%Reduced
Jane Street Group, LLC106,202$5.80M0.01%+106,202New
Cubist Systematic Strategies, LLC105,047$5.74M0.08%+105,047New
First Trust Advisors LP99,163$5.42M0.00%−12,857−11.5%Reduced
Nuveen, LLC97,558$5.33M0.00%−1,498−1.5%Reduced
UBS Asset Management Americas Inc95,016$5.19M0.00%−54,449−36.4%Reduced
First Eagle Investment Management, LLC94,791$5.18M0.01%−29,267−23.6%Reduced
AXA Investment Managers S.A.91,434$5.00M0.01%+91,434New
Swiss National Bank91,200$4.98M0.00%+1,500+1.7%Added
Maverick Capital LtdSuperinvestorMaverick Capital90,552$4.95M0.07%+29,661+48.7%Added
Quantbot Technologies LP85,653$4.68M0.13%+85,653New
ExodusPoint Capital Management, LP84,384$4.61M0.06%+84,384New
1492 Capital Management LLC84,009$4.59M1.86%+16,661+24.7%Added
Spears Abacus Advisors LLC81,092$4.43M0.08%−13,830−14.6%Reduced
New York State Teachers Retirement System76,209$4.16M0.01%−582−0.8%Reduced
Aquatic Capital Management LLC74,817$4.09M0.08%−91,085−54.9%Reduced
LPL Financial LLC71,803$3.92M0.00%+32,542+82.9%Added
Connor, Clark & Lunn Investment Management Ltd.71,002$3.88M0.01%−6,824−8.8%Reduced
Nicholas Investment Partners, LP69,174$3.78M0.29%−66,006−48.8%Reduced
D. E. Shaw & Co., Inc.68,876$3.76M0.00%+68,876New
Rockefeller Capital Management L.P.67,909$3.71M0.01%−230−0.3%Reduced
Barclays PLC66,326$3.62M0.00%−34,274−34.1%Reduced
Fred Alger Management, LLC66,237$3.62M0.01%−22,377−25.3%Reduced
Stifel Financial Corp55,711$3.04M0.00%−5,079−8.4%Reduced
Alliancebernstein L.P.52,900$2.89M0.00%+756+1.4%Added
Campbell & CO Investment Adviser LLC50,193$2.74M0.21%+50,193New
Allspring Global Investments Holdings, LLC47,216$2.58M0.00%−97,137−67.3%Reduced
Prudential Financial Inc46,299$2.53M0.00%−1,555−3.2%Reduced
Janus Henderson Group PLC44,592$2.44M0.00%+3,031+7.3%Added
California State Teachers Retirement System44,529$2.43M0.00%+20.0%Added
Oliver Luxxe Assets LLC43,600$2.38M0.38%+857+2.0%Added
Long Road Investment Counsel, LLC43,325$2.37M0.84%00.0%Unchanged
Quest Partners LLC43,226$2.36M0.15%+28,159+186.9%Added
Hussman Strategic Advisors, Inc.42,000$2.29M0.50%+10,500+33.3%Added
Price T Rowe Associates Inc40,963$2.24M0.00%+2,719+7.1%Added
Fieldview Capital Management, LLC40,864$2.23M0.37%+40,864New
Oppenheimer & Co Inc40,747$2.23M0.03%+37,407+1,120.0%Added
SummitTX Capital, L.P.39,941$2.18M0.09%+24,365+156.4%Added
Cetera Investment Advisers39,753$2.17M0.00%−9,603−19.5%Reduced
Pathstone Holdings, LLC38,887$2.12M0.01%−4,894−11.2%Reduced
Great West Life Assurance Co38,251$2.12M0.00%+816+2.2%Added
Public Employees Retirement System of Ohio38,852$2.12M0.01%+7,007+22.0%Added
South Dakota Investment Council38,679$2.11M0.04%−5,200−11.9%Reduced
Oppenheimer Asset Management Inc.38,098$2.08M0.02%−612−1.6%Reduced
Knights of Columbus Asset Advisors LLC37,170$2.03M0.12%−21,801−37.0%Reduced
Davenport & Co LLC36,241$1.98M0.01%−1,162−3.1%Reduced