your badges 52W Range $27–$27 95% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

CPSD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $27.18
52W Range $27–$27

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 34 filers · $26.9M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 34
Value held $26.9M
New positions 3
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (-2 vs prior Q) 2 (-3 vs prior Q) 3 (0 vs prior Q) 14 (+3 vs prior Q) -115K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Calamos Advisors LLC $9,589,278 359,149 35.68% Shares
Calamos Wealth Management LLC $2,350,214 88,023 8.74% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,555,359 58,264 5.79% Shares
New England Capital Financial Advisors LLC $1,457,183 54,586 5.42% Shares
BURKETT FINANCIAL SERVICES, LLC $1,394,514 51,373 5.19% Shares
LPL Financial LLC $1,215,290 45,525 4.52% Shares
Advisor OS, LLC $1,107,202 41,476 4.12% Shares
STOLZ & ASSOCIATES, PS $1,068,841 40,039 3.98% Shares
Cyr Financial Inc. $1,000,929 37,495 3.72% Shares
Creative Planning $722,355 27,060 2.69% Shares
Blue Water Asset Management $666,681 24,974 2.48% Shares
SageView Advisory Group, LLC $611,865 22,921 2.28% Shares
Claro Advisors Inc. $421,141 15,776 1.57% Shares
ENVESTNET ASSET MANAGEMENT INC $408,620 15,307 1.52% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $390,067 14,612 1.45% Shares
Sloy Dahl & Holst, LLC $347,703 13,025 1.29% Shares
MARIPAU WEALTH MANAGEMENT LLC $342,417 12,827 1.27% Shares
Signal Advisors Wealth, LLC $342,417 12,827 1.27% Shares
HighTower Advisors, LLC $325,279 12,185 1.21% Shares
OSAIC HOLDINGS, INC. $317,089 11,876 1.18% Shares
ADAMSBROWN WEALTH CONSULTANTS LLC $280,298 10,500 1.04% Shares
Grantvest Financial Group LLC $235,050 8,805 0.87% Shares
OLD MISSION CAPITAL LLC $225,732 8,456 0.84% Shares
Waverly Advisors, LLC $220,928 8,276 0.82% Shares
WealthTrust Asset Management, LLC $211,932 7,939 0.79% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $21,543 807 0.08% Shares
FIDUCIARY FINANCIAL ADVISORS $16,684 625 0.06% Shares
Steward Partners Investment Advisory, LLC $16,578 621 0.06% Shares
MORGAN STANLEY $13,348 500 0.05% Shares
WEDBUSH SECURITIES INC $288 10,784 0.00% Shares
CENTAURUS FINANCIAL, INC. $107 4,000 0.00% Shares
Capital Analysts, LLC $44 1,649 0.00% Shares
Motiv8 Investments LLC $37 1,410 0.00% Shares
CX Institutional $10 374 0.00% Shares

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