CG

CGSD CAP GROUP SHORT DURATION

2026Q2 · CUSIP 14020Y409 · Sector: Other

Cooling

Net holder growth weakened from last quarter

Funds that own it
188
Institutions that reported holding it to the SEC
Net increase in holders
+2
Last quarter 186 → now 188
How unusual is that
Below average
Stronger than only 37% of US stocks
What the filings say, in one paragraph

188 funds held CGSD at the end of 2026Q2, up 2 from the quarter before. Buying has come off its highs, but funds are not exiting. CGSD has had 5 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2023Q1: holders=33 2023Q2: holders=46 2023Q3: holders=54 2023Q4: holders=68 2024Q1: holders=80 2024Q2: holders=83 2024Q3: holders=99 2024Q4: holders=118 2025Q1: holders=132 2025Q2: holders=148 2025Q3: holders=147 2025Q4: holders=165 2026Q1: holders=186 2026Q2: holders=188 -21 -10.5 +0 +10.5 +21 29114198 23Q123Q223Q323Q424Q124Q224Q324Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 5 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% — —
2025Q2 Top 20% — —
2025Q1 Top 20% — —
2023Q2 Top 20% — —
2023Q1 Top 10% — —

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
51
Change in large funds
+2
Total value they hold
$1.6B
Funds buying for the first time
19
Funds that sold out entirely
17
Price change that quarter
—
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.