Casa Systems Inc (CASA) Ownership

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As of April 4, 2024, 3:59pm EST.

Institutional Ownership

Summit Partners L P is the biggest individual institutional holder of Casa Systems Inc (CASA), owning a total of 34.1 million shares. Combined, the top 48 institutional holders of CASA own 59.38% of the company with a total of 58.5 million shares.

In the latest ownership report on March 31st 2024, the top 48 institutional holders decreased their combined ownership of CASA by 1.8 million shares. 4 institutions bought 150,951 total additional shares and increased their ownership by an average of 39.38%. However 8 institutions sold 1,920,278 total shares and decreased their ownership by an average of 27.13%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Casa Systems decreased by a net total of -1,769,327 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Summit Partners L P34.431%0.000%34,124,48002024-03-31
Vanguard Group Inc2.413%2.043%2,391,60947,8862024-03-31
Ameriprise Financial Inc2.392%-0.209%2,370,364-4,9572024-03-31
Westerly Capital Management LLC2.215%-39.028%2,195,000-1,405,0002024-03-31
BlackRock Inc0.540%-0.147%535,387-7882024-03-31
Renaissance Technologies Corp0.510%8.704%505,80040,5002024-03-31
Geode Capital Management, LLC0.356%0.000%352,70302024-03-31
Jacobs Levy Equity Management, Inc.0.282%-48.778%279,924-266,5682024-03-31
Kennedy Capital Management Inc0.224%-37.405%222,314-132,8492024-03-31
Bridgeway Capital Management, LLC0.180%-21.930%178,000-50,0002024-03-31
D. E. Shaw & Co LP0.148%0.000%146,13702024-03-31
State Street Corporation0.147%0.000%145,70302024-03-31
Acadian Asset Management LLC0.085%-34.972%84,095-45,2262024-03-31
Northern Trust Corp0.062%0.000%61,32002024-03-31
Creative Planning Inc0.050%0.000%50,00002024-03-31
Tower Research Capital LLC0.043%146.786%42,46225,2562024-03-31
Virtu Financial LLC0.038%0.000%37,30937,3092024-03-31
Millennium Management LLC0.028%-34.597%28,149-14,8902024-03-31
Capital Investment Advisors Inc0.024%0.000%23,75002024-03-31
American Investment Services, Inc.0.020%0.000%20,00002024-03-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Summit Partners L P34.431%0.000%34,124,48002024-03-31
Vanguard Group Inc2.413%2.043%2,391,60947,8862024-03-31
Ameriprise Financial Inc2.392%-0.209%2,370,364-4,9572024-03-31
Westerly Capital Management LLC2.215%-39.028%2,195,000-1,405,0002024-03-31
AllianceBernstein L.P.2.150%-47.092%2,130,301-1,896,1412023-12-31
Invenomic Capital Management, LP2.127%2.047%2,063,47341,3852023-03-31
Peregrine Capital Management,LLC1.630%-15.005%1,542,679-272,3372022-09-30
Wellington Management Company LLP1.504%0.000%1,454,7271,454,7272022-12-31
Columbia Mgmt Investment Advisers, LLC1.500%-6.137%1,450,414-94,8262022-12-31
Penserra Capital Management, LLC0.699%-5.669%678,801-40,7942023-03-31
FMR Inc0.656%-16.686%620,687-124,3112022-06-30
Hotchkis & Wiley Capital Management LLC0.643%0.115%607,9007002022-09-30
Intrinsic Edge Capital Management, LLC0.619%-8.205%600,108-53,6432023-03-31
BlackRock Inc0.540%-0.147%535,387-7882024-03-31
Renaissance Technologies Corp0.510%8.704%505,80040,5002024-03-31
JPMorgan Chase & Co0.485%-1.161%471,155-5,5342023-03-31
SEI Investments Co0.431%-18.406%407,993-92,0332022-09-30
Royce & Associates, LP0.371%0.000%359,698359,6982023-03-31
Geode Capital Management, LLC0.356%0.000%352,70302024-03-31
Two Sigma Investments LLC0.339%-54.020%320,668-376,7382022-09-30
VIEX Capital Advisors, LLC0.320%0.000%309,174309,1742022-09-30
Jacobs Levy Equity Management, Inc.0.282%-48.778%279,924-266,5682024-03-31
Benefit Street Partners L.L.C.0.245%-77.908%243,019-857,0042023-09-30
Kennedy Capital Management Inc0.224%-37.405%222,314-132,8492024-03-31
AQR Capital Management LLC0.222%-42.867%214,485-160,9262022-12-31
Dimensional Fund Advisors, Inc.0.198%-46.000%192,139-163,6712023-03-31
Bridgeway Capital Management, LLC0.180%-21.930%178,000-50,0002024-03-31
Charles Schwab Investment Management Inc0.168%-44.662%165,512-133,5782023-06-30
Y-Intercept (Hong Kong) Ltd0.160%0.000%158,307158,3072023-06-30
D. E. Shaw & Co LP0.148%0.000%146,13702024-03-31
State Street Corporation0.147%0.000%145,70302024-03-31
Two Sigma Advisers, LLC0.137%-22.196%132,500-37,8002023-03-31
State Of Wisconsin Investment Board0.131%-19.115%126,812-29,9692023-03-31
BOOTHBAY FUND MANAGEMENT, LLC0.126%94.862%123,90960,3212023-06-30
Advisor Group Holdings, Inc.0.093%0.000%90,42502023-03-31
Acadian Asset Management LLC0.085%-34.972%84,095-45,2262024-03-31
Worth Venture Partners, LLC0.071%-21.682%70,090-19,4042023-09-30
Northern Trust Corp0.062%0.000%61,32002024-03-31
Citigroup Inc0.062%-17.314%61,236-12,8222023-12-31
Creative Planning Inc0.050%0.000%50,00002024-03-31
TWO SIGMA SECURITIES, LLC0.047%0.000%46,24546,2452023-12-31
Tower Research Capital LLC0.043%146.786%42,46225,2562024-03-31
Virtu Financial LLC0.038%0.000%37,30937,3092024-03-31
XTX Topco Ltd0.037%0.000%36,71136,7112023-12-31
Squarepoint Ops LLC0.029%-72.103%29,059-75,1072023-12-31
Millennium Management LLC0.028%-34.597%28,149-14,8902024-03-31
Capital Investment Advisors Inc0.024%0.000%23,75002024-03-31
American Investment Services, Inc.0.020%0.000%20,00002024-03-31

Mutual Fund Ownership

Columbia Small Cap Value I is the biggest individual fund holder of Casa Systems Inc (CASA), owning a total of 1.5 million shares. Combined, the top 66 mutual fund holders of CASA own 15.02% of the company with a total of 14.7 million shares.

In the latest ownership report on March 31st 2024, the top 66 fund holders increased their combined ownership of CASA by 153 thousand shares. 8 funds bought 43,638 total additional shares and increased their ownership by an average of 54.62%. However 4 funds sold 196,290 total shares and decreased their ownership by an average of 15.41%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Casa Systems decreased by a net total of -152,652 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Columbia Small Cap Value I1.557%0.889%1,543,24013,6002024-03-31
Columbia Small Cap Value I A1.557%0.982%1,543,24015,0002024-03-31
Vanguard Total Stock Mkt Idx Inv0.966%0.000%957,38202024-03-31
Vanguard Information Technology ETF0.853%0.630%845,3005,2942024-03-31
Columbia VP Small Cap Value 10.601%-2.933%595,614-17,9992024-03-31
Vanguard Institutional Extnd Mkt Idx Tr0.543%0.000%538,46602024-03-31
Kennedy Micro Cap Opportunities0.224%-36.588%222,314-128,2722024-03-31
Fidelity Extended Market Index0.181%0.000%179,26002024-03-31
Bridgeway Ultra-Small Company Market0.180%-21.930%178,000-50,0002024-03-31
BlackRock Extended Equity Market K0.078%0.036%77,400282024-03-31
Fidelity Total Market Index0.052%0.000%51,70202024-03-31
Fidelity Series Total Market Index0.048%0.000%47,28502024-03-31
Fidelity Nasdaq Composite Index0.047%0.000%46,17102024-03-31
NT Ext Equity Mkt Idx Fd - NL0.030%0.000%29,67002024-03-31
Northern Trust Extended Eq Market Idx0.029%0.000%28,63702024-03-31
NT Ext Equity Mkt Idx Fd - L0.029%0.000%28,63702024-03-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.024%0.055%23,842132024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr0.021%0.000%21,24902024-03-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.021%0.000%21,24902024-03-31
Spartan Total Market Index Pool E0.019%0.000%18,66802024-03-31
BlackRock U.S. Equity Market F0.017%0.977%17,1591662024-03-31
BNYM Mellon SL Market Completion UC10.012%412.009%11,5979,3322024-03-31
Extended Equity Market Fund M0.010%-0.199%9,548-192024-03-31
1290 VT Micro Cap K0.007%0.000%7,08902024-03-31
Northern Trust Wilshire 50000.003%0.000%2,88102024-03-31
NT Ext Eq Mkt Indx Fd DC Lending Tier 50.001%21.376%1,1642052024-03-31
BNYM Mellon NSL Mkt Completion Fund Inst0.000%0.000%36102024-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Columbia Small Cap Value I1.557%0.889%1,543,24013,6002024-03-31
Columbia Small Cap Value I A1.557%0.982%1,543,24015,0002024-03-31
Vanguard Total Stock Mkt Idx Inv0.966%0.000%957,38202024-03-31
Vanguard Information Technology ETF0.853%0.630%845,3005,2942024-03-31
Invenomic Institutional0.856%-56.792%831,620-1,093,0872023-04-30
iShares Russell 2000 ETF0.817%-0.120%792,202-9522023-06-21
Defiance 5G Next Gen Connectivity ETF0.648%0.000%626,72702023-05-31
Columbia VP Small Cap Value 10.601%-2.933%595,614-17,9992024-03-31
Vanguard Extended Market Index Investor0.554%0.000%538,46602023-08-31
Vanguard Institutional Extnd Mkt Idx Tr0.543%0.000%538,46602024-03-31
Peregrine Small Cap Value CIT Class P0.415%2.295%392,7578,8112022-10-31
Peregrine Capital Mgt Sm-Cap Val0.394%-14.603%372,294-63,6652022-08-31
AB Small Cap Value Advisor0.369%-30.068%365,401-157,1082024-01-31
iShares Russell 2000 Growth ETF0.315%-0.361%305,375-1,1072023-06-21
Fidelity® Small Cap Index0.311%0.000%301,45202023-05-31
Royce Micro-Cap Invmt0.256%0.000%247,800247,8002023-03-31
Schwab Instl Small Cap Tr Fd-Instl0.244%73.838%230,67997,9812022-12-31
Kennedy Micro Cap Opportunities0.224%-36.588%222,314-128,2722024-03-31
Transamerica Partners Small Value0.221%-65.339%209,391-394,7272022-11-30
Fidelity® Extended Market Index0.182%0.000%180,58102023-11-30
Schwab Small-Cap Equity0.186%0.000%179,73102022-12-31
Fidelity Extended Market Index0.181%0.000%179,26002024-03-31
Bridgeway Ultra-Small Company Market0.180%-21.930%178,000-50,0002024-03-31
Hotchkis & Wiley Sm Cp Divers Val I0.188%0.000%177,90002022-11-30
Schwab US Small-Cap ETF™0.150%0.000%145,33202023-08-31
Pacific Select Small-Cap Value I0.145%-31.127%143,256-64,7442024-01-31
State St Russell Sm Cap® Indx NL Cl C0.148%0.000%143,20302023-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.132%0.000%127,53602023-05-31
Wellington CIF Small Cap 20000.122%0.000%117,491117,4912022-12-31
Royce Capital Micro-Cap Inv0.116%0.000%111,898111,8982023-03-31
MassMutual Small Company Val Svc0.109%-46.805%108,400-95,3802023-12-31
NT R2000 Growth Index Fund - NL0.111%0.000%107,23402023-03-31
NT R2000 Index Fund - NL0.106%0.016%102,943162023-03-31
Vanguard Russell 2000 ETF0.098%-0.820%94,882-7842023-05-31
BlackRock Extended Mkt Composite0.090%0.000%88,68702023-09-30
NT R2000 Index Fund - DC - NL - 20.082%0.738%79,4805822023-03-31
Northern Trust Russell 2000 Growth Index0.081%9.722%78,7776,9802023-03-31
NT R2000 Growth Index Fund - L0.081%9.722%78,7776,9802023-03-31
BlackRock Extended Equity Market K0.078%0.036%77,400282024-03-31
iShares Micro-Cap ETF0.068%0.000%67,43702024-03-28
AB Small Cap Value Equity0.064%-46.804%63,334-55,7242023-12-31
PF Small-Cap Value P0.055%0.000%54,86202023-03-31
Fidelity Total Market Index0.052%0.000%51,70202024-03-31
Fidelity® Total Market Index0.052%0.000%51,70202023-11-30
Fidelity Series Total Market Index0.048%0.000%47,28502024-03-31
Fidelity® Series Total Market Index0.048%0.000%47,28502023-11-30
Fidelity Nasdaq Composite Index0.047%0.000%46,17102024-03-31
Vanguard Balanced Index Inv0.035%0.000%34,41202024-02-29
MM Equity Small Cap A EUR Acc0.030%-31.127%29,744-13,4432024-01-31
NT Ext Equity Mkt Idx Fd - NL0.030%0.000%29,67002024-03-31
Northern Trust Extended Eq Market Idx0.029%0.000%28,63702024-03-31
NT Ext Equity Mkt Idx Fd - L0.029%0.000%28,63702024-03-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.024%0.055%23,842132024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr0.021%0.000%21,24902024-03-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.021%0.000%21,24902024-03-31
SSgA U.S. Extended Market Index Class I0.020%0.000%19,80002023-12-31
Spartan Total Market Index Pool E0.019%0.000%18,66802024-03-31
BlackRock U.S. Equity Market F0.017%0.977%17,1591662024-03-31
BNYM Mellon SL Market Completion UC10.012%412.009%11,5979,3322024-03-31
Extended Equity Market Fund M0.010%-0.199%9,548-192024-03-31
1290 VT Micro Cap K0.007%0.000%7,08902024-03-31
SSgA U.S. Total Market Index Strategy0.006%-2.259%5,711-1322023-12-31
Northern Trust Wilshire 50000.003%0.000%2,88102024-03-31
NT US Market Cap Idx Fd - L0.003%0.000%2,88102023-12-31
NT Ext Eq Mkt Indx Fd DC Lending Tier 50.001%21.376%1,1642052024-03-31
BNYM Mellon NSL Mkt Completion Fund Inst0.000%0.000%36102024-03-31

Discussions

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mezzymez29/21/25 03:32pm

$CASA hint hint this is when you buy a few

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kairaae8/4/25 05:11pm

$CASA is going to have a run next month

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rikishiiiii5/19/25 07:04am

$CASA If options never existed
what do you think this stock would be trading at?

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unknownable12/6/24 07:43pm

$CASA This is how I feel everyday holding this gem.

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