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Custom Truck One Source, Inc. (CTOS) institutional ownership

Latest close $10.53 Jul 22, 2026
Market cap$2.2B 52-week range SectorIndustrials
Funds holding · Q1 2026
163
reported CTOS position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
94 buyers · 69 sellers

Custom Truck One Source, Inc. (CTOS) price and institutional activity

Dates

Q1 2026

$0 bought by 94 investors
JPMorgan Chase & CoDimensional +92 more
$0 sold by 69 investors
Boston PartnersAck Asset Management LLC +67 more
Bought Sold Totals per quarter; hover a bar for the names.

Custom Truck One Source, Inc. (CTOS) institutional activity · 163

Investor Type Est. change Change Δ Own Date
Boston Partners · Reduced
Change −1.8M Date Q1 2026
Boston Partners Reduced· Q1 2026 −1.8M Q1 2026
Ack Asset Management LLC · Exited
Change −800K Δ Own −100.0% Date Q1 2026
Ack Asset Management LLC Exited· Q1 2026 −800K −100.0% Q1 2026
JPMorgan Chase & Co · Added
Change +745K Date Q1 2026
JPMorgan Chase & Co Added· Q1 2026 +745K Q1 2026
Dimensional · Added
Change +742K Date Q1 2026
Dimensional Added· Q1 2026 +742K Q1 2026
Arrowstreet Capital, Limited Partnership · Added
Change +642K Date Q1 2026
Arrowstreet Capital, Limited Partnership Added· Q1 2026 +642K Q1 2026
Mackenzie Financial Corp · New
Change +589K Date Q1 2026
Mackenzie Financial Corp New· Q1 2026 +589K Q1 2026
T. Rowe Price Investment Management, Inc. · Exited
Change −566K Δ Own −100.0% Date Q1 2026
T. Rowe Price Investment Management, Inc. Exited· Q1 2026 −566K −100.0% Q1 2026
AQR Capital Management LLC · Added
Change +482K Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +482K Q1 2026
Hotchkis & Wiley Capital Management LLC · New
Change +453K Date Q1 2026
Hotchkis & Wiley Capital Management LLC New· Q1 2026 +453K Q1 2026
Hrt Financial LP · New
Change +412K Date Q1 2026
Hrt Financial LP New· Q1 2026 +412K Q1 2026
Russell Investments Group, Ltd. · Reduced
Change −396K Date Q1 2026
Russell Investments Group, Ltd. Reduced· Q1 2026 −396K Q1 2026
Silvercrest Asset Management Group LLC · New
Change +394K Date Q1 2026
Silvercrest Asset Management Group LLC New· Q1 2026 +394K Q1 2026
Alyeska Investment Group, L.P. · Added
Change +326K Date Q1 2026
Alyeska Investment Group, L.P. Added· Q1 2026 +326K Q1 2026
Jane Street Group, LLC · Added
Change +316K Date Q1 2026
Jane Street Group, LLC Added· Q1 2026 +316K Q1 2026
Heartland Advisors Inc · Added
Change +300K Date Q1 2026
Heartland Advisors Inc Added· Q1 2026 +300K Q1 2026
Data through Q1 2026 · filed Jun 8, 2026
15 of 163

Famous investor activity in Custom Truck One Source, Inc. (CTOS)

Custom Truck One Source, Inc. (CTOS) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
McMonagle Ryan · Director 3 operations 0
Owned 122K Trade date Apr 1, 2026 Filed date Apr 3, 2026
McMonagle Ryan Director 3 operations 0 122K Apr 1, 2026 Apr 3, 2026
McMonagle Ryan · Director Tax withholding or exercise payment (F) -$363K
Price $6.62 Qty -55K Owned 696K Trade date Apr 1, 2026 Filed date Apr 3, 2026
McMonagle Ryan Director Tax withholding or exercise payment (F) $6.62 -55K -$363K 696K Apr 1, 2026 Apr 3, 2026
McMonagle Ryan · Director Grant (A) 175K
Owned 175K Trade date Apr 1, 2026 Filed date Apr 3, 2026
McMonagle Ryan Director Grant (A) 175K 175K Apr 1, 2026 Apr 3, 2026
Eperjesy Christopher J. · CFO 4 operations 0
Owned 68K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Eperjesy Christopher J. CFO 4 operations 0 68K Apr 1, 2026 Apr 3, 2026
Eperjesy Christopher J. · CFO Tax withholding or exercise payment (F) -$268K
Price $6.62 Qty -41K Owned 284K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Eperjesy Christopher J. CFO Tax withholding or exercise payment (F) $6.62 -41K -$268K 284K Apr 1, 2026 Apr 3, 2026
Eperjesy Christopher J. · CFO Grant (A) 95K
Owned 95K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Eperjesy Christopher J. CFO Grant (A) 95K 95K Apr 1, 2026 Apr 3, 2026
Jolas Paul M. · Officer 4 operations 0
Owned 51K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Jolas Paul M. Officer 4 operations 0 51K Apr 1, 2026 Apr 3, 2026
Jolas Paul M. · Officer Tax withholding or exercise payment (F) -$132K
Price $6.62 Qty -20K Owned 81K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Jolas Paul M. Officer Tax withholding or exercise payment (F) $6.62 -20K -$132K 81K Apr 1, 2026 Apr 3, 2026
Jolas Paul M. · Officer Grant (A) 72K
Owned 72K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Jolas Paul M. Officer Grant (A) 72K 72K Apr 1, 2026 Apr 3, 2026
Rich Thomas R. · Officer 3 operations 0
Owned 75K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Rich Thomas R. Officer 3 operations 0 75K Apr 1, 2026 Apr 3, 2026
Rich Thomas R. · Officer Tax withholding or exercise payment (F) -$149K
Price $6.62 Qty -23K Owned 364K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Rich Thomas R. Officer Tax withholding or exercise payment (F) $6.62 -23K -$149K 364K Apr 1, 2026 Apr 3, 2026
Rich Thomas R. · Officer Grant (A) 100K
Owned 100K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Rich Thomas R. Officer Grant (A) 100K 100K Apr 1, 2026 Apr 3, 2026
Ross Fredrick M. Jr · Director 3 operations 0
Owned 131K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Ross Fredrick M. Jr Director 3 operations 0 131K Apr 1, 2026 Apr 3, 2026
Ross Fredrick M. Jr · Director Tax withholding or exercise payment (F) -$261K
Price $6.62 Qty -39K Owned 540K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Ross Fredrick M. Jr Director Tax withholding or exercise payment (F) $6.62 -39K -$261K 540K Apr 1, 2026 Apr 3, 2026
Ross Fredrick M. Jr · Director Grant (A) 175K
Owned 175K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Ross Fredrick M. Jr Director Grant (A) 175K 175K Apr 1, 2026 Apr 3, 2026
15 of 35
15 of 35 Sign in to continue to older insider transactions.

Custom Truck One Source, Inc. (CTOS) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Ecp Controlco, LLC 2.8M
% of shares outstanding 1.2% Filing date Dec 23, 2024
Ecp Controlco, LLC 2.8M 1.2% Dec 23, 2024
Blackstone Holdings III L.P.
% of shares outstanding 0.0% Filing date Feb 22, 2022
Blackstone Holdings III L.P. 0.0% Feb 22, 2022
2 of 2

Custom Truck One Source, Inc. (CTOS) ownership FAQ

Who owns CTOS?

163 reporting institutions disclosed CTOS position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

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.

What are activist and large shareholder filings?

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.

Where does this data come from?

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.

Why are ownership reports delayed?

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.

How are missing table values shown?

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.