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CPI Card Group Inc.

PMTS
Exchange
Nasdaq
Industry
Commercial Printing
SEC CIK
0001641614

In the last 90 days, CPI Card Group Inc. insiders filed 5 open-market purchases and 1 sale; 77 institutions reported holding it in 13F filings for Q2 2026, worth $61.6M in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in CPI Card Group Inc. as of Dec 31, 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
20
−1 vs. Q3 2021
Shares held
978.8K
+85.3K (+9.5%) vs. Q3 2021
Total value
$18.2M
−$12.9M (−41.5%) vs. Q3 2021
New holders
5
7 more added
Sold out
6
6 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PMTS 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 2021: 20 institutions
Q1 2021: 3 institutionsQ2 2021: 1 institutionQ3 2021: 22 institutionsQ4 2021: 20 institutionsQ1 2022: 19 institutionsQ2 2022: 17 institutionsQ3 2022: 20 institutionsQ4 2022: 30 institutionsQ1 2023: 62 institutionsQ2 2023: 57 institutionsQ3 2023: 52 institutionsQ4 2023: 52 institutionsQ1 2024: 57 institutionsQ2 2024: 58 institutionsQ3 2024: 66 institutionsQ4 2024: 82 institutionsQ1 2025: 87 institutionsQ2 2025: 91 institutionsQ3 2025: 70 institutionsQ4 2025: 76 institutionsQ1 2026: 74 institutionsQ2 2026: 77 institutions
Value heldQ4 2021: $18.2M
Q1 2021: $733.0KQ2 2021: $274.0KQ3 2021: $31.0MQ4 2021: $18.2MQ1 2022: $14.9MQ2 2022: $20.7MQ3 2022: $21.6MQ4 2022: $57.5MQ1 2023: $95.3MQ2 2023: $53.1MQ3 2023: $45.9MQ4 2023: $48.3MQ1 2024: $41.3MQ2 2024: $60.2MQ3 2024: $65.2MQ4 2024: $105.1MQ1 2025: $102.1MQ2 2025: $85.8MQ3 2025: $51.2MQ4 2025: $41.8MQ1 2026: $40.0MQ2 2026: $61.6M
Institutions holding PMTS and their total value by quarter
QuarterHoldersValue
Q2 202677$61.6M
Q1 202674$40.0M
Q4 202576$41.8M
Q3 202570$51.2M
Q2 202591$85.8M
Q1 202587$102.1M
Q4 202482$105.1M
Q3 202466$65.2M
Q2 202458$60.2M
Q1 202457$41.3M
Q4 202352$48.3M
Q3 202352$45.9M
Q2 202357$53.1M
Q1 202362$95.3M
Q4 202230$57.5M
Q3 202220$21.6M
Q2 202217$20.7M
Q1 202219$14.9M
Q4 202120$18.2M
Q3 202122$31.0M
Q2 20211$274.0K
Q1 20213$733.0K

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding CPI Card Group Inc.; share changes are against Q3 2021.

Institutions holding PMTS in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vector Capital Management, L.P.217,200$4.03M0.78%−9,039−4.0%Reduced
Steamboat Capital Partners, LLC200,006$3.71M1.14%−15,483−7.2%Reduced
UBS Group AG195,613$3.63M0.00%+82,005+72.2%Added
Vanguard Group Inc185,380$3.44M0.00%−4,352−2.3%Reduced
B. Riley Asset Management, LLC36,408$675.0K0.36%+36,408New
BlackRock Inc.35,275$655.0K0.00%+32,601+1,219.2%Added
Geode Capital Management, LLC31,666$587.0K0.00%+23,491+287.4%Added
Brighton Jones LLC14,500$269.0K0.01%+14,500New
Marshall Wace, LLP13,501$250.0K0.00%+4,667+52.8%Added
O'Shaughnessy Asset Management, LLC12,691$235.0K0.00%−8,218−39.3%Reduced
State Street Corp12,229$227.0K0.00%00.0%Unchanged
Bank of New York Mellon Corp10,290$191.0K0.00%+10,290New
Royal Bank of Canada6,200$115.0K0.00%+6,200New
Morgan Stanley2,611$48.0K0.00%−415−13.7%Reduced
Bank of America Corp2,310$43.0K0.00%+6+0.3%Added
Lazard Asset Management LLC1,089$20.0K0.00%+59+5.7%Added
Advisor Group Holdings, Inc.800$15.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)566$10.0K0.00%+566New
Citigroup Inc470$9.00K0.00%+271+136.2%Added
Wells Fargo & Company36$00.00%−1−2.7%Reduced
EAM Investors, LLC0$00.00%−44,686−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−18,522−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−6,702−100.0%Sold out
Northern Trust Corp0$00.00%−6,597−100.0%Sold out
Ritholtz Wealth Management0$00.00%−5,924−100.0%Sold out
Caxton Associates LP0$00.00%−5,829−100.0%Sold out
Sonora Investment Management, LLC––––Not filed