Skip to main content

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 2022

Institutional positions in CPI Card Group Inc. as of Dec 31, 2022. 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
30
+10 vs. Q3 2022
Shares held
1.59M
+223.2K (+16.3%) vs. Q3 2022
Total value
$57.5M
+$35.9M (+166.2%) vs. Q3 2022
New holders
13
14 more added
Sold out
3
2 more reduced

Compare with Q3 2022: 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 2022: 30 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 2022: $57.5M
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 2022

Shares, value and share of portfolio for each institution holding CPI Card Group Inc.; share changes are against Q3 2022.

Institutions holding PMTS in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Steamboat Capital Partners, LLC615,098$22.2M9.01%+115,098+23.0%Added
Vector Capital Management, L.P.336,480$12.1M3.04%+1,057+0.3%Added
Vanguard Group Inc187,332$6.76M0.00%+2,630+1.4%Added
UBS Group AG141,760$5.11M0.00%−6,495−4.4%Reduced
EAM Investors, LLC52,998$1.91M0.40%+52,998New
BlackRock Inc.46,506$1.68M0.00%+517+1.1%Added
Geode Capital Management, LLC43,834$1.58M0.00%+4,768+12.2%Added
Susquehanna International Group, LLP20,296$732.3K0.00%+20,296New
Citigroup Inc15,867$572.5K0.00%+14,381+967.8%Added
Dimensional Fund Advisors LP15,806$571.0K0.00%+5,644+55.5%Added
State Street Corp14,507$523.4K0.00%+1,100+8.2%Added
O'Shaughnessy Asset Management, LLC13,717$494.9K0.01%+13,717New
Bank of New York Mellon Corp12,149$438.3K0.00%+1,841+17.9%Added
Renaissance Technologies LLC10,100$364.0K0.00%+10,100New
Millennium Management LLC8,874$320.0K0.00%+8,874New
Royal Bank of Canada8,629$312.0K0.00%+173+2.0%Added
Northern Trust Corp8,465$305.4K0.00%+8,465New
Pembroke Management, LTD7,654$276.2K0.03%+7,654New
Brighton Jones LLC6,962$251.2K0.02%−15,500−69.0%Reduced
683 Capital Management, LLC6,787$244.9K0.02%+6,787New
Kestra Advisory Services, LLC6,018$217.1K0.00%+6,018New
Ergoteles LLC5,881$212.2K0.01%+5,881New
Morgan Stanley4,961$179.0K0.00%+3,154+174.5%Added
Bank of America Corp2,309$83.3K0.00%+5+0.2%Added
Advisor Group Holdings, Inc.900$33.0K0.00%+100+12.5%Added
Freedom Wealth Alliance, LLC565$20.4K0.03%+565New
Lazard Asset Management LLC59$2.00K0.00%00.0%Unchanged
Wells Fargo & Company42$1.51K0.00%+1+2.4%Added
IFP Advisors, Inc70$1.00K0.00%+70New
JPMorgan Chase & Co13$00.00%+13New
New York Life Investments Alternatives0$00.00%−30,888−100.0%Sold out
Kent Lake Capital LLC0$00.00%−14,664−100.0%Sold out
Barclays PLC0$00.00%−1,126−100.0%Sold out