$CUBI

$86.53 +$0.60 (0.7%) Close

$CUBI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 33.8M shares outstanding

Who owns CUBI?

By type of holder

Institutions 99.4% Insiders 0.6% Everyone else 0.0%

Concentration Top 10 holders own 59.0%

BlackRock, Inc. 14.4% · Wellington Management Group LLP 12.0%

Institutional ownership

99.4%

-0.2 pts vs last qtr

Institutional holders

292

+13 vs last qtr

Net shares bought

−80.6K

by institutions in Q2 2026

New / sold out

40 / 27

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Hood River Capital Management LLC +210.7K
Wellington Management Group LLP +146.0K

Biggest sellers in Q2 2026

Price T Rowe Associates Inc /MD/ −363.9K
UBS Group AG −330.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$33.1M

6 notices from 4 people

Shares covered

453.2K

1.34% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jay Sidhu Director $29.1M
Lyle Cunningham Officer $3.59M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+11.4%

+1.21% a year

Each share's claim on the business

−10.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$139M vs $120M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years58% 3–5 years18% 1–3 years15% Under 1 year8%

Quarterly turnover

6.2%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CUBI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	4.9M	14.41%	−122.6K (−2.5%)	≤2021	0.0%
Shares held by quarter Peak holding5.0M (Q4'25) Change over 8 quarters+354.7K Share of the company14.410% BlackRock, Inc.'s full portfolio →
WM Wellington Management Group LLP	4.0M	11.95%	+146.0K (+3.8%)	2023	0.1%
Shares held by quarter Peak holding4.0M (Q2'26) Change over 8 quarters+1.2M Share of the company11.950% Wellington Management Group LLP's full portfolio →

BlackRock, Inc.

4.9M

% of company

14.41%

Change vs last qtr

−122.6K (−2.5%)

Held since

≤2021

Wellington Management Group LLP

4.0M

% of company

11.95%

Change vs last qtr

+146.0K (+3.8%)

Held since

2023

28 more super investors behind a free account

See every manager holding Customers Bancorp, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CUBI on Form N-PORT; together they hold 50.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$150M	1.9M	5.60%	0.13%	June 30, 2026
HR Hood River Small-Cap Growth Fund Manager Directed Portfolios	$81.6M	1.0M	3.05%	1.23%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$150M

% of company

5.60%

% of the fund

0.13%

As of

June 30, 2026

Hood River Small-Cap Growth Fund

Manager Directed Portfolios

Position value

$81.6M

% of company

3.05%

% of the fund

1.23%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Customers Bancorp, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SJ Sidhu Jay S Insider	833.7K	2.47%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.470% Sidhu Jay S's insider activity →
SS Sidhu Samvir S. Insider	522.5K	1.55%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.550% Sidhu Samvir S.'s insider activity →

Sidhu Jay S

Insider

833.7K

% of company

2.47%

Change vs last qtr

—

Held since

—

Sidhu Samvir S.

Insider

522.5K

% of company

1.55%

Change vs last qtr

—

Held since

—

19 more holders behind a free account

See every insider and 5%+ holder of Customers Bancorp, Inc..

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