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Casa Systems Inc

CASADelisted Apr 25, 2024
Industry
Radio & Tv Broadcasting & Communications Equipment
SEC CIK
0001333835

Casa Systems Inc was delisted on Apr 25, 2024; its insiders filed their last Form 4 on Jan 2, 2024; 38 institutions reported holding it in 13F filings for Q1 2024, worth $12.0M in total; no superinvestor held it.

13F holders, Q2 2021

Institutional positions in Casa Systems Inc as of Jun 30, 2021. 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
102
−1 vs. Q1 2021
Shares held
58.8M
+793.7K (+1.4%) vs. Q1 2021
Total value
$521.2M
−$31.3M (−5.7%) vs. Q1 2021
New holders
17
35 more added
Sold out
18
40 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CASA 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 2021: 102 institutions
Q1 2021: 103 institutionsQ2 2021: 102 institutionsQ3 2021: 93 institutionsQ4 2021: 87 institutionsQ1 2022: 87 institutionsQ2 2022: 90 institutionsQ3 2022: 79 institutionsQ4 2022: 75 institutionsQ1 2023: 76 institutionsQ2 2023: 52 institutionsQ3 2023: 49 institutionsQ4 2023: 42 institutionsQ1 2024: 38 institutionsQ2 2024: 1 institutionQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $521.2M
Q1 2021: $552.5MQ2 2021: $521.2MQ3 2021: $400.1MQ4 2021: $330.6MQ1 2022: $262.5MQ2 2022: $238.8MQ3 2022: $186.7MQ4 2022: $158.6MQ1 2023: $68.4MQ2 2023: $62.4MQ3 2023: $42.7MQ4 2023: $25.3MQ1 2024: $12.0MQ2 2024: $76Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding CASA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20241$76
Q1 202438$12.0M
Q4 202342$25.3M
Q3 202349$42.7M
Q2 202352$62.4M
Q1 202376$68.4M
Q4 202275$158.6M
Q3 202279$186.7M
Q2 202290$238.8M
Q1 202287$262.5M
Q4 202187$330.6M
Q3 202193$400.1M
Q2 2021102$521.2M
Q1 2021103$552.5M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Casa Systems Inc; share changes are against Q1 2021.

Institutions holding CASA in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Summit Partners L P34,124,480$302.7M15.74%00.0%Unchanged
FMR LLC3,068,604$27.2M0.00%+1,143,796+59.4%Added
Alliancebernstein L.P.2,845,994$25.2M0.01%+371,670+15.0%Added
BlackRock Inc.2,310,860$20.5M0.00%−128,878−5.3%Reduced
Peregrine Capital Management LLC2,091,559$18.6M0.33%−218,951−9.5%Reduced
Vanguard Group Inc1,804,140$16.0M0.00%−7,601−0.4%Reduced
Benefit Street Partners LLC1,438,543$12.8M4.86%+100,000+7.5%Added
Ameriprise Financial Inc957,258$8.49M0.00%+54,935+6.1%Added
Dimensional Fund Advisors LP709,932$6.30M0.00%+124,027+21.2%Added
Penserra Capital Management LLC704,785$6.25M0.11%+704,785New
Arrowstreet Capital, Limited Partnership659,124$5.85M0.01%+228,117+52.9%Added
State Street Corp645,637$5.73M0.00%+36,452+6.0%Added
Jacobs Levy Equity Management, Inc626,568$5.56M0.04%+235,476+60.2%Added
Geode Capital Management, LLC612,469$5.43M0.00%+54,169+9.7%Added
Disciplined Growth Investors Inc495,972$4.40M0.08%+53,922+12.2%Added
Hotchkis & Wiley Capital Management LLC441,090$3.91M0.01%+6,120+1.4%Added
Renaissance Technologies LLC405,900$3.60M0.00%−98,800−19.6%Reduced
Globeflex Capital L P353,343$3.13M0.56%+221+0.1%Added
Northern Trust Corp345,992$3.07M0.00%−19,304−5.3%Reduced
Charles Schwab Investment Management Inc344,157$3.05M0.00%+577+0.2%Added
Two Sigma Advisers, LP228,600$2.03M0.01%−91,000−28.5%Reduced
Goldman Sachs Group Inc213,406$1.89M0.00%+42,839+25.1%Added
Formula Growth Ltd200,000$1.77M0.24%−100,000−33.3%Reduced
Nuveen Asset Management, LLC196,310$1.74M0.00%−38,925−16.5%Reduced
Bank of Montreal188,575$1.70M0.00%+187,013+11,972.7%Added
Los Angeles Capital Management LLC163,971$1.45M0.01%−8,240−4.8%Reduced
AQR Capital Management LLC144,796$1.28M0.00%−15,722−9.8%Reduced
Boardman Bay Capital Management LLC142,000$1.26M2.05%+122,000+610.0%Added
JPMorgan Chase & Co137,215$1.22M0.00%+27,502+25.1%Added
Morgan Stanley130,942$1.16M0.00%−285,563−68.6%Reduced
Susquehanna International Group, LLP126,425$1.12M0.00%−156,879−55.4%Reduced
Bank of New York Mellon Corp115,739$1.03M0.00%−20,572−15.1%Reduced
Needham Investment Management LLC94,000$834.0K0.12%−13,500−12.6%Reduced
Vident Investment Advisory, LLC90,366$802.0K0.02%+39,820+78.8%Added
First Trust Advisors LP88,395$784.0K0.00%−2,211−2.4%Reduced
Cornercap Investment Counsel Inc80,925$718.0K0.08%−221−0.3%Reduced
Gsa Capital Partners LLP76,657$680.0K0.08%+76,657New
Swiss National Bank74,100$657.0K0.00%+6,800+10.1%Added
Russell Investments Group, Ltd.69,780$617.0K0.00%+20,607+41.9%Added
Jupiter Asset Management Ltd67,020$594.0K0.01%+67,020New
Hussman Strategic Advisors, Inc.64,800$575.0K0.12%00.0%Unchanged
PDT Partners, LLC62,654$556.0K0.04%+29,132+86.9%Added
Citadel Advisors LLC59,039$523.0K0.00%−45,300−43.4%Reduced
UBS Group AG55,788$494.0K0.00%−27,587−33.1%Reduced
Invesco Ltd.44,664$397.0K0.00%+9,230+26.0%Added
Millennium Management LLC43,826$389.0K0.00%+43,826New
California State Teachers Retirement System43,092$382.0K0.00%−4,707−9.8%Reduced
Alpha Paradigm Partners, LLC42,052$373.0K0.14%+42,052New
Engineers Gate Manager LP41,552$369.0K0.02%+13,525+48.3%Added
State of Wisconsin Investment Board37,300$331.0K0.00%+8,000+27.3%Added
ExodusPoint Capital Management, LP33,492$297.0K0.00%+33,492New
Wells Fargo & Company31,598$280.0K0.00%−31,379−49.8%Reduced
Rhumbline Advisers30,884$274.0K0.00%−3,352−9.8%Reduced
State Board of Administration of Florida Retirement System28,796$255.0K0.00%+28,796New
Citigroup Inc28,662$254.0K0.00%+26,177+1,053.4%Added
Boothbay Fund Management, LLC27,678$246.0K0.01%+27,678New
Zebra Capital Management LLC27,121$241.0K0.28%+734+2.8%Added
Prelude Capital Management, LLC25,600$227.0K0.01%+25,600New
Victory Capital Management Inc25,245$224.0K0.00%+6,828+37.1%Added
New York State Common Retirement Fund25,147$223.0K0.00%+247+1.0%Added
UBS Asset Management Americas Inc21,987$195.0K0.00%+21,987New
Manufacturers Life Insurance Company, The20,275$180.0K0.00%+1,090+5.7%Added
Deutsche Bank AG19,483$173.0K0.00%−1,933−9.0%Reduced
Credit Suisse AG18,177$161.0K0.00%−2,112−10.4%Reduced
American International Group, Inc.17,582$156.0K0.00%−893−4.8%Reduced
Parametric Portfolio Associates LLC17,351$154.0K0.00%−2,448−12.4%Reduced
XTX Topco Ltd17,179$152.0K0.05%+17,179New
SEI Investments Co16,454$146.0K0.00%00.0%Unchanged
Raymond James & Associates16,442$146.0K0.00%+1,396+9.3%Added
Cubist Systematic Strategies, LLC16,247$144.0K0.00%−5,310−24.6%Reduced
Advisor Group Holdings, Inc.14,035$124.0K0.00%−1,865−11.7%Reduced
Voya Investment Management LLC13,195$117.0K0.00%00.0%Unchanged
HRT Financial LP12,764$113.0K0.00%−15,576−55.0%Reduced
Bank of America Corp11,661$104.0K0.00%−19,287−62.3%Reduced
Quadrature Capital Ltd11,268$100.0K0.00%−13,425−54.4%Reduced
Assenagon Asset Management S.A.10,971$97.0K0.00%−297,344−96.4%Reduced
Squarepoint Ops LLC10,773$96.0K0.00%+10,773New
Two Sigma Investments, LP10,500$93.0K0.00%−102,900−90.7%Reduced
White Pine Capital LLC12,000$90.0K0.03%+12,000New
D. E. Shaw & Co., Inc.10,030$89.0K0.00%−64,990−86.6%Reduced
Lazard Asset Management LLC8,624$76.0K0.00%+1,358+18.7%Added
Barclays PLC7,500$67.0K0.00%−19,002−71.7%Reduced
Simplex Trading, LLC7,455$66.0K0.00%−14,085−65.4%Reduced
Legal & General Group Plc4,110$37.0K0.00%−289−6.6%Reduced
Dorsey Wright & Associates4,214$37.0K0.01%+4,214New
Group One Trading, L.P.3,605$32.0K0.00%−22,197−86.0%Reduced
Quantbot Technologies LP3,027$26.0K0.00%+1,098+56.9%Added
Royal Bank of Canada2,771$25.0K0.00%+82+3.0%Added
Cutler Group LP2,837$25.0K0.00%+337+13.5%Added
Federated Hermes, Inc.2,702$24.0K0.00%−10.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)2,538$23.0K0.00%00.0%Unchanged
Leonteq Securities AG2,500$22.2K0.00%+2,500New
Ameritas Investment Partners, Inc.2,241$20.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,042$18.0K0.00%+508+33.1%Added
Nisa Investment Advisors, LLC1,690$15.0K0.00%−25,000−93.7%Reduced
Point72 Hong Kong Ltd1,532$14.0K0.00%+1,532New
BNP Paribas Arbitrage, SA1,528$13.6K0.00%−3,353−68.7%Reduced
Counterpoint Mutual Funds LLC1,459$13.0K0.01%+1,459New
Great West Life Assurance Co704$6.00K0.00%00.0%Unchanged
Captrust Financial Advisors496$4.00K0.00%00.0%Unchanged