Customers Bancorp, Inc. hedge fund holdings
CUBINYSE$75.47+1.44 (+1.95%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
CUBI · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+17.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 67 | 89 | $109M | $131M | 222 | Aug 14, 2025 |
| Q3 2025 | 110 | 59 | $277M | $80.1M | 247 | Nov 14, 2025 |
| Q4 2025 | 106 | 89 | $276M | $235M | 266 | Feb 14, 2026 |
| Q1 2026 | 106 | 74 | $254M | $131M | 268 | May 15, 2026 |
| Q2 2026 | 98 | 73 | $174M | $116M | 278 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
278 filersNew position
29$14M+178K sh
Increased
69$160M+2.03M sh
Reduced
56-$110M-1.4M sh
Out / sold
17-$5.98M-75.7K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Hood River Capital Management LLC | Added 12.17% | +$16.7M | $154M | 1.11% | Aug 14, 2026 |
| Wellington Management Group LLP | Added 3.75% | +$11.5M | $319M | 0.06% | Aug 14, 2026 |
| Forum Finance Group S.A. | Added 2857.14% | +$3.83M | $3.97M | 1.43% | Aug 14, 2026 |
| Aristotle Capital Boston, LLC | Reduce 14.70% | -$3.31M | $19.2M | 1.29% | Aug 14, 2026 |
| South Dakota Investment Council | Reduce 34.74% | -$2.96M | $5.55M | 0.10% | Aug 11, 2026 |
| Voloridge Investment Management, LLC | Reduce 42.66% | -$2.9M | $3.89M | 0.02% | Aug 14, 2026 |
| Gator Capital Management, LLC | Reduce 15.94% | -$2.42M | $12.7M | 2.67% | Aug 13, 2026 |
| Scotia Capital Inc. | New Buy | +$2.22M | $2.22M | 0.01% | Aug 11, 2026 |
| Integrated Quantitative Investments LLC | New Buy | +$2.13M | $2.13M | 0.35% | Aug 14, 2026 |
| First Trust Advisors LP | Added 90.79% | +$1.7M | $3.57M | 0.00% | Aug 11, 2026 |
| Hussman Strategic Advisors, Inc. | New Buy | +$1.66M | $1.66M | 0.38% | Aug 3, 2026 |
| Heartland Advisors Inc | Reduce 12.17% | -$1.64M | $11.9M | 0.53% | Aug 11, 2026 |
| Ensign Peak Advisors, Inc | Reduce 85.77% | -$1.57M | $260K | 0.00% | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | New Buy | +$1.07M | $1.07M | 0.01% | Aug 13, 2026 |
| Rafferty Asset Management, LLC | Reduce 29.55% | -$1.02M | $2.43M | 0.01% | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | Sell 100% | -$1M | $0 | 0.00% | Aug 14, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | Reduce 9.63% | -$946K | $8.87M | 1.79% | Aug 14, 2026 |
| Driehaus Capital Management LLC | Added 1.79% | +$884K | $50.2M | 0.29% | Aug 14, 2026 |
| Natixis Advisors, LLC | Added 54.47% | +$737K | $2.09M | 0.00% | Aug 14, 2026 |
| Graham Capital Management, L.P. | Reduce 73.41% | -$725K | $262K | 0.00% | Aug 14, 2026 |
| Intrinsic Edge Capital Management LLC | Sell 100% | -$694K | $0 | 0.00% | Aug 12, 2026 |
| Emerald Advisers, LLC | Reduce 2.49% | -$676K | $26.5M | 0.62% | Aug 5, 2026 |
| Zacks Investment Management | Sell 100% | -$657K | $0 | 0.00% | Aug 13, 2026 |
| Inceptionr LLC | Sell 100% | -$649K | $0 | 0.00% | Aug 11, 2026 |
| VARCOV Co. | Sell 100% | -$648K | $0 | 0.00% | Aug 14, 2026 |
| Horizon Investments, LLC | Added 69.00% | +$647K | $1.59M | 0.02% | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | New Buy | +$580K | $580K | 0.03% | Aug 3, 2026 |
| Quantinno Capital Management LP | Added 35.28% | +$569K | $2.18M | 0.00% | Aug 13, 2026 |
| Jackson Creek Investment Advisors LLC | Reduce 27.92% | -$559K | $1.44M | 0.48% | Aug 10, 2026 |
| Bailard, Inc. | Added 125.00% | +$554K | $997K | 0.02% | Jul 30, 2026 |
| Handelsbanken Fonder AB | New Buy | +$459K | $459K | 0.00% | Jul 10, 2026 |
| EJF Capital LP | Reduce 25.75% | -$448K | $1.29M | 0.86% | Aug 13, 2026 |
| State of Alaska, Department of Revenue | Reduce 31.95% | -$431K | $918K | 0.01% | Jul 20, 2026 |
| Empowered Funds, LLC | Added 2.92% | +$355K | $12.5M | 0.07% | Aug 17, 2026 |
| Tidal Investments LLC | Reduce 1.39% | -$334K | $23.7M | 0.04% | Aug 13, 2026 |
| GTS Securities LLC | Sell 100% | -$317K | $0 | 0.00% | Aug 14, 2026 |
| De Lisle Partners LLP | Reduce 6.28% | -$317K | $4.72M | 0.52% | Aug 12, 2026 |
| Principal Securities, Inc. | New Buy | +$300K | $300K | 0.00% | Aug 4, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | New Buy | +$270K | $270K | 0.00% | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 14.86% | +$258K | $1.99M | 0.00% | Aug 13, 2026 |
| Susquehanna Fundamental Investments, LLC | Added 13.47% | +$231K | $1.95M | 0.04% | Aug 14, 2026 |
| Militia Capital Management LLC | Added 6.97% | +$206K | $3.16M | 0.09% | Aug 12, 2026 |
| Summit Global Investments | Reduce 16.20% | -$196K | $1.02M | 0.06% | Aug 3, 2026 |
| MML Investors Services, LLC | Added 16.65% | +$187K | $1.31M | 0.00% | Aug 7, 2026 |
| Public Sector Pension Investment Board | Reduce 1.60% | -$168K | $10.3M | 0.03% | Aug 13, 2026 |
| Hennessy Advisors Inc | Added 6.06% | +$158K | $2.77M | 0.09% | Jul 16, 2026 |
| Arcus Capital Partners, LLC | Added 20.25% | +$150K | $892K | 0.37% | Aug 14, 2026 |
| CenterBook Partners LP | Reduce 19.64% | -$148K | $606K | 0.03% | Aug 11, 2026 |
| Emerald Mutual Fund Advisers Trust | Reduce 0.74% | -$143K | $19M | 0.67% | Aug 5, 2026 |
| Wedge Capital Management L L P | Reduce 5.32% | -$139K | $2.47M | 0.04% | Jul 10, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 339.03% | +$138K | $179K | 0.00% | Aug 13, 2026 |
| CANADA LIFE ASSURANCE Co | Reduce 6.35% | -$129K | $1.91M | 0.00% | Aug 13, 2026 |
| Bayforest Capital Ltd | New Buy | +$91.8K | $91.8K | 0.08% | Aug 5, 2026 |
| Inspire Investing, LLC | Added 15.58% | +$91.7K | $680K | 0.03% | Aug 12, 2026 |
| Aigen Investment Management, LP | Added 19.89% | +$65.7K | $396K | 0.11% | Aug 14, 2026 |
| Great Lakes Advisors, LLC | Reduce 6.25% | -$54K | $810K | 0.01% | Aug 10, 2026 |
| Mraz, Amerine & Associates, Inc. | Reduce 1.82% | -$52.7K | $2.84M | 0.41% | Jul 16, 2026 |
| Kemnay Advisory Services Inc. | Reduce 28.26% | -$49.9K | $127K | 0.02% | Aug 14, 2026 |
| Access Investment Management LLC | Added 0.44% | +$48.2K | $11.1M | 2.85% | Aug 3, 2026 |
| Thrivent Financial for Lutherans | Reduce 0.59% | -$44.9K | $7.57M | 0.01% | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | Added 6.94% | +$36.5K | $562K | 0.00% | Jul 20, 2026 |
| Eurizon Capital SGR S.p.A. | New Buy | +$35K | $35K | 0.00% | Jul 29, 2026 |
| Lido Advisors, LLC | Added 6.24% | +$34.9K | $594K | 0.00% | Aug 7, 2026 |
| First Citizens Bank & Trust Co | Added 6.28% | +$34.3K | $581K | 0.01% | Jul 13, 2026 |
| Concurrent Investment Advisors, LLC | Reduce 4.25% | -$34.2K | $770K | 0.01% | Jul 27, 2026 |
| Nomura Asset Management Co Ltd | Sell 100% | -$30.5K | $0 | 0.00% | Aug 13, 2026 |
| Xponance LLC | Added 7.89% | +$25.3K | $346K | 0.00% | Aug 10, 2026 |
| Wakefield Asset Management LLLP | Added 1.60% | +$21.4K | $1.35M | 0.30% | Aug 11, 2026 |
| Illinois Municipal Retirement Fund | Added 1.32% | +$17.1K | $1.32M | 0.01% | Aug 12, 2026 |
| Swiss Life Asset Management Ltd | Added 5.51% | +$16.9K | $324K | 0.00% | Jul 29, 2026 |
| Oregon Public Employees Retirement Fund | Reduce 2.73% | -$15.8K | $563K | 0.01% | Jul 29, 2026 |
| Versant Capital Management, Inc | Added 40.95% | +$12.9K | $44.4K | 0.00% | Jul 2, 2026 |
| Colonial Trust Advisors | New Buy | +$11.5K | $11.5K | 0.00% | Aug 11, 2026 |
| Hamilton Capital Partners Inc. | Reduce 6.21% | -$11.1K | $167K | 0.00% | Aug 14, 2026 |
| Pacific Ridge Capital Partners, LLC | Reduce 1.14% | -$9.89K | $857K | 0.16% | Aug 12, 2026 |
| Bessemer Group Inc | Reduce 20.08% | -$8.54K | $34K | 0.00% | Aug 12, 2026 |
| Allstate Corp | Added 1.12% | +$8.15K | $736K | 0.01% | Aug 13, 2026 |
| Virtus Advisers, LLC | Added 2.50% | +$5.93K | $243K | 0.09% | Aug 11, 2026 |
| Profund Advisors LLC | Reduce 2.40% | -$5.7K | $232K | 0.01% | Aug 11, 2026 |
| Maryland State Retirement & Pension System | Reduce 1.44% | -$5.3K | $364K | 0.01% | Jul 30, 2026 |
| CX Institutional | Added 4.32% | +$4.52K | $109K | 0.00% | Jul 2, 2026 |
| Contravisory Investment Management, Inc. | Reduce 1.62% | -$4.51K | $273K | 0.05% | Jul 9, 2026 |
| Signature Equity Partners, LLC | Reduce 7.07% | -$4.11K | $54K | 0.02% | Jul 30, 2026 |
| Pinnacle Holdings, LLC | Reduce 0.20% | -$2.77K | $1.37M | 0.42% | Aug 12, 2026 |
| Assetmark, Inc | Added 5.30% | +$2.37K | $47.1K | 0.00% | Jul 30, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$2.29K | $0 | 0.00% | Aug 13, 2026 |
| Optimize Financial Inc. | Reduce 0.34% | -$1.9K | $557K | 0.20% | Aug 27, 2026 |
| Bogart Wealth, LLC | New Buy | +$1.82K | $1.82K | 0.00% | Jul 24, 2026 |
| Quarry LP | Added 30.99% | +$1.74K | $7.36K | 0.00% | Aug 14, 2026 |
| Valued Wealth Advisors LLC | New Buy | +$1.66K | $1.66K | 0.00% | Jul 21, 2026 |
| Tounjian Advisory Partners, LLC | New Buy | +$1.5K | $1.5K | 0.00% | Aug 7, 2026 |
| Pinnacle Wealth Planning Services, Inc. | Added 2.00% | +$1.19K | $60.4K | 0.01% | Aug 7, 2026 |
| Yousif Capital Management, LLC | Reduce 0.14% | -$949 | $668K | 0.01% | Jul 16, 2026 |
| UMB Bank, n.a. | Added 7.19% | +$870 | $13K | 0.00% | Aug 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | Sell 100% | -$209 | $0 | 0.00% | Aug 10, 2026 |
| Abound Wealth Management | Reduce 66.67% | -$160 | $80 | 0.00% | Jul 10, 2026 |
| JFS Wealth Advisors, LLC | New Buy | +$159 | $159 | 0.00% | Jul 10, 2026 |
| Davis Capital Management | New Buy | +$158 | $158 | 0.00% | Jul 16, 2026 |
| Keating Financial Advisory Services, Inc. | Reduce 3.85% | -$79 | $1.98K | 0.00% | Aug 11, 2026 |
| Hughes Financial Services, LLC | Added 0.50% | +$79 | $15.8K | 0.00% | Jul 20, 2026 |