Who owns CREDITRISKMONITOR COM INC, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
CALDWELL SUTTER CAPITAL, INC.: 4.9% · 533,270 shares — Joseph F. Helmer: 5.1% · 547,670 shares — Joseph Raymond: 5.0% · 541,825 shares
Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of CREDITRISKMONITOR COM INC they hold. Together these 1 managers report 0.53% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| APPLETON PARTNERS INC/MA | $115K | 57,564 | 0.02% | 0.53% | June 30, 2017 |
Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 2 funds hold 0.62% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| Jacob Discovery Fund | $156K | 0.95% | 0.61% | February 28, 2026 |
| Kinetics Internet Portfolio | $1.71K | 0.00% | 0.01% | June 30, 2026 |
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