$CWD

$0.41 +$0.03 (7.62%) Close

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

Ownership

13F as of Q2 2026 · 10.4M shares outstanding

Who owns CWD?

By type of holder

Institutions 2.4% Insiders 0.2% Everyone else 97.4%

Concentration Top 10 holders own 2.5%

Geode Capital Management, LLC 0.5% · Vanguard Capital Management LLC 0.4%

Institutional ownership

2.4%

+0.4 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

+37.2K

by institutions in Q2 2026

New / sold out

3 / 3

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

HRT Financial LP NEW +28.2K
Virtu Financial LLC NEW +19.3K

Biggest sellers in Q2 2026

Citadel Advisors LLC SOLD OUT −21.3K
Two Sigma Securities, LLC SOLD OUT −15.7K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for CaliberCos Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+185.5%

+41.87% a year

Each share's claim on the business

−65.0%

shrank without buying or selling a share

Diluted shares, split-adjusted

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years3% Under 1 year97%

Quarterly turnover

33.3%

of institutional shares changed hands

Top 10 managers, median time held

2 quarters

Super Investors

Investment managers reporting CWD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
GC Geode Capital Management, LLC	55.4K	0.53%	−10.3K (−15.7%)	Q4 '25	0.0%
Shares held by quarter Peak holding106.0K (Q4'24) Change over 8 quarters+15.5K Share of the company0.530% Geode Capital Management, LLC's full portfolio →
VC Vanguard Capital Management LLC	36.5K	0.35%	+10.2K (+38.5%)	Q4 '25	0.0%
Shares held by quarter Peak holding36.5K (Q2'26) Change over 8 quarters+36.5K Share of the company0.350% Vanguard Capital Management LLC's full portfolio →

Geode Capital Management, LLC

55.4K

% of company

0.53%

Change vs last qtr

−10.3K (−15.7%)

Held since

Q4 '25

Vanguard Capital Management LLC

36.5K

% of company

0.35%

Change vs last qtr

+10.2K (+38.5%)

Held since

Q4 '25

17 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting CWD on Form N-PORT; together they hold 0.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$23.9K	36.5K	0.35%	0.00%	June 30, 2026
FE Fidelity Extended Market Index Fund Fidelity Concord Street Trust	$17.9K	33.9K	0.33%	0.00%	August 31, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$23.9K

% of company

0.35%

% of the fund

0.00%

As of

June 30, 2026

Fidelity Extended Market Index Fund

Fidelity Concord Street Trust

Position value

$17.9K

% of company

0.33%

% of the fund

0.00%

As of

August 31, 2026

1 more funds behind a free account

See every fund holding CaliberCos 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
LJ Leung Jade Insider	19.5K	0.19%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.190% Leung Jade's insider activity →

Leung Jade

Insider

19.5K

% of company

0.19%

Change vs last qtr

—

Held since

—

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