Wellington Management Group LLP
· Reduced
−$107M
Change
−1.8M
Δ Own
−88.8%
Date
Q1 2026
CA
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Wellington Management Group LLP
· Reduced
−$107M
Change
−1.8M
Δ Own
−88.8%
Date
Q1 2026
|
Wellington Management Group LLP | Reduced· Q1 2026 | −$107M | −1.8M | −88.8% | Q1 2026 | |||||
|
Victory Capital Management Inc
· Reduced
−$87M
Change
−1.5M
Date
Q1 2026
|
Victory Capital Management Inc | Reduced· Q1 2026 | −$87M | −1.5M | – | Q1 2026 | |||||
|
D. E. Shaw & Co., Inc.
· New
+$75M
Change
+1.3M
Date
Q1 2026
|
D. E. Shaw & Co., Inc. | New· Q1 2026 | +$75M | +1.3M | – | Q1 2026 | |||||
|
FMR LLC
· Reduced
−$73M
Change
−1.2M
Δ Own
−17.1%
Date
Q1 2026
|
FMR LLC | Reduced· Q1 2026 | −$73M | −1.2M | −17.1% | Q1 2026 | |||||
|
Bank of America Corp
· Reduced
−$40M
Change
−670K
Date
Q1 2026
|
Bank of America Corp | Reduced· Q1 2026 | −$40M | −670K | – | Q1 2026 | |||||
|
Kayne Anderson Rudnick Investment Management LLC
· Reduced
−$24M
Change
−402K
Date
Q1 2026
|
Kayne Anderson Rudnick Investment Management LLC | Reduced· Q1 2026 | −$24M | −402K | – | Q1 2026 | |||||
|
Two Sigma Investments, LP
· Added
+$20M
Change
+335K
Δ Own
+1590.5%
Date
Q1 2026
|
Two Sigma Investments, LP | Added· Q1 2026 | +$20M | +335K | +1590.5% | Q1 2026 | |||||
|
Invesco Ltd.
· Reduced
−$20M
Change
−327K
Δ Own
−14.0%
Date
Q1 2026
|
Invesco Ltd. | Reduced· Q1 2026 | −$20M | −327K | −14.0% | Q1 2026 | |||||
|
Jones Financial Companies Lllp
· Added
+$19M
Change
+311K
Date
Q1 2026
|
Jones Financial Companies Lllp | Added· Q1 2026 | +$19M | +311K | – | Q1 2026 | |||||
|
Voloridge Investment Management, LLC
· Reduced
−$18M
Change
−294K
Date
Q1 2026
|
Voloridge Investment Management, LLC | Reduced· Q1 2026 | −$18M | −294K | – | Q1 2026 | |||||
|
Squarepoint Ops LLC
· Reduced
−$16M
Change
−273K
Date
Q1 2026
|
Squarepoint Ops LLC | Reduced· Q1 2026 | −$16M | −273K | – | Q1 2026 | |||||
|
Engineers Gate Manager LP
· Added
+$16M
Change
+266K
Date
Q1 2026
|
Engineers Gate Manager LP | Added· Q1 2026 | +$16M | +266K | – | Q1 2026 | |||||
|
BNP Paribas Financial Markets
· Reduced
−$15M
Change
−256K
Date
Q1 2026
|
BNP Paribas Financial Markets | Reduced· Q1 2026 | −$15M | −256K | – | Q1 2026 | |||||
|
Bamco Inc
· Reduced
−$15M
Change
−250K
Date
Q1 2026
|
Bamco Inc | Reduced· Q1 2026 | −$15M | −250K | – | Q1 2026 | |||||
|
Millennium Management LLC
· Reduced
−$14M
Change
−234K
Date
Q1 2026
|
Millennium Management LLC | Reduced· Q1 2026 | −$14M | −234K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Cappello Alexander L.
· Director
Sell
−$162K
|
Cappello Alexander L. | Director | Sell | $64.90 | −2K | −$162K | 6K | – | Jun 2, 2026 | Jun 4, 2026 | |||||||||
|
Meyer Janice L.
· Director
Grant (A)
2K
|
Meyer Janice L. | Director | Grant (A) | – | 2K | – | 23K | – | May 28, 2026 | Jun 1, 2026 | |||||||||
|
Collins Khanh
· Director
Grant (A)
1K
|
Collins Khanh | Director | Grant (A) | – | 1K | – | 15K | – | May 28, 2026 | Jun 1, 2026 | |||||||||
|
Cappello Alexander L.
· Director
Grant (A)
2K
|
Cappello Alexander L. | Director | Grant (A) | – | 2K | – | 9K | – | May 28, 2026 | Jun 1, 2026 | |||||||||
|
Overton David
· Director
Sell
−$6.3M
|
Overton David | Director | Sell | $61.02 | −104K | −$6.3M | 3.1M | – | May 1, 2026 | May 4, 2026 | |||||||||
|
Overton David
· Director
2 operations
0
|
Overton David | Director | 2 operations | $46.03 | 0 | – | 0 | – | May 1, 2026 | May 4, 2026 | |||||||||
|
Overton David
· Director
Tax withholding or exercise payment (F)
-$257K
|
Overton David | Director | Tax withholding or exercise payment (F) | $55.30 | -5K | -$257K | 3.1M | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
May Scarlett
· Officer
Tax withholding or exercise payment (F)
-$29K
|
May Scarlett | Officer | Tax withholding or exercise payment (F) | $55.30 | -525 | -$29K | 26K | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Gordon David M.
· Officer
Tax withholding or exercise payment (F)
-$65K
|
Gordon David M. | Officer | Tax withholding or exercise payment (F) | $55.30 | -1K | -$65K | 42K | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
Clark Matthew Eliot
· Officer
Tax withholding or exercise payment (F)
-$59K
|
Clark Matthew Eliot | Officer | Tax withholding or exercise payment (F) | $55.30 | -1K | -$59K | 45K | – | Apr 1, 2026 | Apr 3, 2026 | |||||||||
|
May Scarlett
· Officer
Sell
−$328K
|
May Scarlett | Officer | Sell | $62.95 | −5K | −$328K | 26K | – | Mar 10, 2026 | Mar 11, 2026 | |||||||||
|
Alex Spero G.
· Officer
Sell
−$316K
|
Alex Spero G. | Officer | Sell | $66.00 | −5K | −$316K | 0 | – | Feb 25, 2026 | Feb 26, 2026 | |||||||||
|
Clark Matthew Eliot
· Officer
Sell
−$460K
|
Clark Matthew Eliot | Officer | Sell | $65.70 | −7K | −$460K | 44K | – | Feb 25, 2026 | Feb 26, 2026 | |||||||||
|
Hanscom Ashley W.
· Officer
Sell
−$194K
|
Hanscom Ashley W. | Officer | Sell | $65.64 | −3K | −$194K | 11K | – | Feb 25, 2026 | Feb 26, 2026 | |||||||||
|
Cappello Alexander L.
· Director
Sell
−$40K
|
Cappello Alexander L. | Director | Sell | $63.74 | −635 | −$40K | 6K | – | Feb 23, 2026 | Feb 25, 2026 | |||||||||
N
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296 reporting institutions disclosed CAKE position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.