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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 2026

Institutional positions in Cheesecake Factory Inc as of Jun 30, 2026. 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
343
+13 vs. Q1 2026
Shares held
50.9M
−70.2K (−0.1%) vs. Q1 2026
Total value
$4.05B
+$1.26B (+45.0%) vs. Q1 2026
New holders
55
107 more added
Sold out
42
117 more reduced

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 2026: 343 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 2026: $4.05B
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 2026

Shares, value and share of portfolio for each institution holding Cheesecake Factory Inc; share changes are against Q1 2026.

Institutions holding CAKE in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
SG Americas Securities, LLC13,175$1.05M0.00%+3,466+35.7%Added
Susquehanna Fundamental Investments, LLC13,530$1.08M0.02%+13,530New
State of Wisconsin Investment Board13,673$1.09M0.00%−274−2.0%Reduced
Graham Capital Management, L.P.13,754$1.09M0.03%+13,754New
Fifth Third Bancorp13,768$1.10M0.00%+314+2.3%Added
Walleye Trading LLC13,835$1.10M0.02%+1,256+10.0%Added
Police & Firemen's Retirement System of New Jersey13,964$1.11M0.01%+1,133+8.8%Added
Dark Forest Capital Management LP14,290$1.14M0.07%−20,574−59.0%Reduced
Caption Management, LLC14,400$1.15M0.04%+14,400New
State of Tennessee, Treasury Department14,632$1.16M0.00%+4,415+43.2%Added
State of Alaska, Department of Revenue15,054$1.20M0.01%−7,578−33.5%Reduced
Voya Investment Management LLC15,056$1.20M0.00%+983+7.0%Added
Simplex Trading, LLC15,181$1.21M0.03%+13,754+963.8%Added
Wealth Enhancement Advisory Services, LLC15,409$1.28M0.00%+1,040+7.2%Added
Barclays PLC16,071$1.28M0.00%+1,887+13.3%Added
Susquehanna International Group, LLP17,113$1.36M0.00%−18,413−51.8%Reduced
Vanguard Global Advisers, LLC17,129$1.36M0.00%−1,573−8.4%Reduced
Verition Fund Management LLC17,220$1.37M0.01%+8,220+91.3%Added
SEI Investments Co17,930$1.43M0.00%−196,794−91.6%Reduced
Franklin Resources Inc18,775$1.49M0.00%−59,141−75.9%Reduced
Delphi Management Inc18,892$1.50M1.47%−2,091−10.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)19,650$1.56M0.00%00.0%Unchanged
Louisiana State Employees Retirement System20,000$1.59M0.02%−300−1.5%Reduced
IMC-Chicago, LLC20,568$1.64M0.02%+2,145+11.6%Added
Jupiter Topco LLC20,562$1.64M0.00%+20,562New
Victory Capital Management Inc20,746$1.65M0.00%+1,112+5.7%Added
Landscape Capital Management, L.L.C.21,176$1.68M0.11%+21,176New
Ruffer LLP21,691$1.72M0.06%−7,489−25.7%Reduced
Manufacturers Life Insurance Company, The21,761$1.73M0.00%+2,078+10.6%Added
Mirae Asset Global ETFs Holdings Ltd.21,804$1.73M0.00%+138+0.6%Added
Illinois Municipal Retirement Fund22,620$1.80M0.02%−2,318−9.3%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH23,217$1.85M0.00%+16,157+228.9%Added
Man Group plc23,436$1.86M0.00%−12,185−34.2%Reduced
Lotus Technology Management, LP23,515$1.87M2.31%+23,515New
Jump Financial, LLC24,800$1.97M0.02%+20,716+507.2%Added
Capstone Investment Advisors, LLC25,291$2.01M0.01%+25,291New
Virtu Financial LLC25,332$2.02M0.06%+401+1.6%Added
State of New Jersey Common Pension Fund D25,382$2.02M0.01%−10,647−29.6%Reduced
State Board of Administration of Florida Retirement System27,399$2.18M0.00%−710−2.5%Reduced
MetLife Investment Management27,568$2.19M0.01%+2,136+8.4%Added
Raymond James Financial Inc28,663$2.28M0.00%−2,549−8.2%Reduced
South Dakota Investment Council28,779$2.29M0.04%−8,600−23.0%Reduced
Public Employees Retirement System of Ohio29,763$2.37M0.01%−6,041−16.9%Reduced
Thrivent Financial for Lutherans30,016$2.39M0.00%−591−1.9%Reduced
Davenport & Co LLC30,466$2.42M0.01%−829−2.6%Reduced
Pathstone Holdings, LLC32,052$2.55M0.01%−483−1.5%Reduced
Oppenheimer Asset Management Inc.32,759$2.61M0.03%−867−2.6%Reduced
One Capital Management, LLC47,750$2.61M0.07%00.0%Unchanged
Polen Capital Management LLC33,297$2.65M0.02%+8,475+34.1%Added
Edgestream Partners, L.P.35,170$2.80M0.08%−50,254−58.8%Reduced
Vanguard Asset Management, Ltd35,623$2.83M0.00%00.0%Unchanged
XTX Topco Ltd35,788$2.85M0.04%−8,729−19.6%Reduced
Cetera Investment Advisers36,313$2.89M0.00%+680+1.9%Added
Connor, Clark & Lunn Investment Management Ltd.36,766$2.92M0.01%+1,377+3.9%Added
Russell Investments Group, Ltd.37,632$2.99M0.00%+9,351+33.1%Added
Alliancebernstein L.P.54,676$2.99M0.00%−3,920−6.7%Reduced
Odyssean, LLC39,490$3.14M0.51%+15,720+66.1%Added
Great West Life Assurance Co39,914$3.17M0.01%−704−1.7%Reduced
Royal Bank of Canada41,417$3.29M0.00%−13,629−24.8%Reduced
Headlands Technologies LLC42,640$3.39M0.36%+9,765+29.7%Added
Trexquant Investment LP42,726$3.40M0.02%−178,034−80.6%Reduced
LPL Financial LLC43,472$3.46M0.00%−371−0.8%Reduced
Knights of Columbus Asset Advisors LLC43,487$3.46M0.17%−28−0.1%Reduced
Long Road Investment Counsel, LLC43,920$3.49M1.29%00.0%Unchanged
Citigroup Inc45,476$3.62M0.00%+7,064+18.4%Added
Rockefeller Capital Management L.P.46,007$3.66M0.01%−43,531−48.6%Reduced
Prudential Financial Inc48,002$3.82M0.00%+590+1.2%Added
Bessemer Group Inc48,470$3.85M0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA48,657$3.87M0.00%−16,494−25.3%Reduced
Deutsche Bank AG49,304$3.92M0.00%+8,124+19.7%Added
Brevan Howard Capital Management LP50,041$3.98M0.06%−21,077−29.6%Reduced
Numerai GP LLC50,946$4.05M0.33%−3,900−7.1%Reduced
California State Teachers Retirement System52,711$4.19M0.00%−2,865−5.2%Reduced
Aquatic Capital Management LLC53,682$4.27M0.15%+8,567+19.0%Added
Stifel Financial Corp53,751$4.28M0.00%+13,352+33.1%Added
AQR Capital Management LLC55,598$4.42M0.00%+1,962+3.7%Added
New York State Teachers Retirement System63,034$5.01M0.01%−6,418−9.2%Reduced
JPMorgan Chase & Co62,482$5.13M0.00%−3,851−5.8%Reduced
Marshall Wace, LLP65,898$5.24M0.00%+53,872+448.0%Added
UBS Asset Management Americas Inc73,949$5.88M0.00%−15,128−17.0%Reduced
Occudo Quantitative Strategies LP74,868$5.96M0.32%+28,704+62.2%Added
Schonfeld Strategic Advisors LLC77,948$6.20M0.03%−57,048−42.3%Reduced
Woodline Partners LP79,000$6.28M0.02%00.0%Unchanged
Susquehanna Portfolio Strategies, LLC80,422$6.40M0.10%+64,502+405.2%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.85,905$6.83M0.01%−322−0.4%Reduced
Ameriprise Financial Inc89,607$7.13M0.00%−5,691−6.0%Reduced
Quantinno Capital Management LP92,433$7.35M0.01%+79,493+614.3%Added
Swiss National Bank92,600$7.37M0.00%−1,100−1.2%Reduced
Creative Planning93,214$7.41M0.00%+33,441+55.9%Added
Erste Asset Management GmbH92,600$7.44M0.06%+92,600New
CI Private Wealth, LLC100,951$8.03M0.01%+73,659+269.9%Added
Leeward Investments, LLC - MA104,039$8.28M0.38%−2,210−2.1%Reduced
Legal & General Group Plc105,557$8.40M0.00%−1,601−1.5%Reduced
Nuveen, LLC108,147$8.60M0.00%+13,826+14.7%Added
New York State Common Retirement Fund113,322$9.01M0.01%−24,080−17.5%Reduced
Rhumbline Advisers118,126$9.40M0.01%−12,535−9.6%Reduced
Palisade Capital Management LLC125,898$10.0M0.44%−207,731−62.3%Reduced
Allspring Global Investments Holdings, LLC126,642$10.1M0.02%+84,908+203.5%Added
First Eagle Investment Management, LLC133,591$10.6M0.02%−14,000−9.5%Reduced
Neuberger Berman Group LLC154,448$12.3M0.01%+148,564+2,524.9%Added