How many institutions own CWD stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CWD shares is 16, representing 2.5% of the company's common stock.

Who are the major shareholders selling CaliberCos Inc. stock?

JANE STREET GROUP, LLC, in the last quarter, reduced its stake in CWD by -100% restricting it's holding to 0 shares of worth nearly -. XTX TOPCO LTD also lessened -3.97% of the CWD shares from its portfolio, reducing its holding to 21.78 thousand shares of worth $25.05K. TOWER RESEARCH CAPITAL LLC (TRC) also shunned CWD shares holding by -15.4% last quarter which brought its holding to 2.38 thousand shares worth $2.74K.

Investors who are buying CWD stock?

As per its latest 13F filing, GEODE CAPITAL MANAGEMENT, LLC increased its stake in CWD by 109.7% in the last quarter. The institutional holder raised its holding to 65.72 thousand shares having worth more than $75.58K. CITADEL ADVISORS LLC also added 100% more shares of CWD to its portfolio, raising its holding to 21.25 thousand shares of worth $24.44K. TWO SIGMA SECURITIES, LLC also increased its CWD shares holding by 100% which brought its holding to 15.7 thousand shares worth $18.06K.

CWD's major insiders: who are they?

The insider with the most stakes in CWD is LOEFFLER JOHN C II , CEO at the company. Additionally, CWD stock is highly held by CFO LEUNG JADE and director HANSEN DANIEL PAUL among others.

Did an insider recently sell CWD stock?

Company executives, directors, and other insiders own 3.67% percent of CaliberCos Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which CWD insiders have sold stock, totaling 0 shares. Insiders that have sold shares include LEUNG JADE.

Which insider recently purchased CWD stock?

There have been 0 transaction(s) during the past 6-months in which CaliberCos Inc. insiders have bought stock, totalling 0 shares

How much of CWD does insiders own?

Around 0 CaliberCos Inc. shares are held by insiders, which represents about 3.67% of CWD stock.

Who is the insider with the largest stake?

CWD CEO, LOEFFLER JOHN C II holds the largest portfolio of the company's shares. CWD shares owned by LOEFFLER total nearly 653.22 thousand.

Which institution holds the most shares in CWD?

JANE STREET GROUP, LLC is the largest institutional owner in CWD which holds 0 shares worth - or 0% of the total CWD shares outstanding followed by GEODE CAPITAL MANAGEMENT, LLC with ownership of 65.72 thousand shares representing 2.32% of the CWD ownership. XTX TOPCO LTD is the third largest stakeholder with 21.78 thousand shares or 0.77% of the ownership worth more than $25.05K.

Is CaliberCos Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CWD is concerned, it is a stock which is not optionable.

Is there a short position on CWD's shares?

Number of CWD shares short is 1.33M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CWD shares are there?

As of today, 951.39K shares of CWD are outstanding.

Is there many float in CWD stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CWD has 1.89M shares in float.

CWD short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CWD is 0.11.

CaliberCos (CWD) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares100.85

Short Percent Of Float194.06

Shares Outstanding951.39K

Shares Float1.89M

Shares Short1.33M

Short Ratio0.11

194.06%

Short % of Float

100.85%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

3.67% Percentage of Shares held by All Insiders

2.5% Percentage of Shares held by All Institutions

2.59% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 2.5% of CWD shares are held by financial institutions. JANE STREET GROUP, LLC is the top corporate investor, holding 0 shares valued at -. A 0% stake in CaliberCos Inc. is owned by the company. GEODE CAPITAL MANAGEMENT, LLC owns 65.72K shares valued at $75.58K, which translates its holding of 2.32% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-24.65K	-100.00%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	2.32%	65.72K	75.58K	34.38K	+109.70%
Mar 31, 2026	XTX TOPCO LTD	0.77%	21.78K	25.05K	-901	-3.97%
Mar 31, 2026	CITADEL ADVISORS LLC	0.75%	21.25K	24.44K	21.25K	+100.00%
Mar 31, 2026	TWO SIGMA SECURITIES, LLC	0.55%	15.7K	18.06K	15.7K	+100.00%
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.08%	2.38K	2.74K	-434	-15.40%
Mar 31, 2026	ROYAL BANK OF CANADA	0.04%	1.05K	1K	0	0
Mar 31, 2026	DECISIONPOINT FINANCIAL, LLC	0.01%	142	164	0	0
Mar 31, 2026	CREWE ADVISORS LLC	0%	121	140	0	0
Mar 31, 2026	MORGAN STANLEY	0%	38	44	-866	-95.80%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	0	-	-1.28K	-100.00%
Mar 31, 2026		0.93%	26.34K	30.3K	26.34K	+100.00%
Mar 31, 2026	NORTHERN TRUST CORP	0.39%	10.99K	12.64K	0	0
Mar 31, 2026	UBS GROUP AG	0.12%	3.44K	3.96K	-1.32K	-27.75%
Mar 31, 2026	CITIGROUP INC	0.12%	3.27K	3.76K	3.26K	+326,400.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.04%	1.24K	1.42K	1.24K	+100.00%
Mar 31, 2026	HRT FINANCIAL LP	0%	0	-	-14.63K	-100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-115	-100.00%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	1.26%	35.76K	41.12K	35.76K	+100.00%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	1.11%	31.34K	38.86K	31.34K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.87%	24.65K	30.57K	24.65K	+100.00%
Dec 31, 2025	XTX TOPCO LTD	0.8%	22.68K	28.12K	22.68K	+100.00%
Dec 31, 2025	HRT FINANCIAL LP	0.52%	14.63K	18K	14.63K	+100.00%
Dec 31, 2025	NORTHERN TRUST CORP	0.39%	10.99K	13.63K	10.99K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.17%	4.77K	5.91K	4.77K	+100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.1%	2.82K	3.49K	1.63K	+137.41%
Dec 31, 2025	JPMORGAN CHASE & CO	0.05%	1.28K	1.59K	-35	-2.66%
Dec 31, 2025	ROYAL BANK OF CANADA	0.04%	1.05K	1K	0	0
Dec 31, 2025	MORGAN STANLEY	0.03%	904	1.12K	-866	-48.93%
Dec 31, 2025	DECISIONPOINT FINANCIAL, LLC	0.01%	142	177	142	+100.00%
Dec 31, 2025	CREWE ADVISORS LLC	0%	121	151	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0%	115	142	108	+1,542.86%
Dec 31, 2025	CITIGROUP INC	0%	1	1	-324	-99.69%
Dec 31, 2025	BROOKWOOD INVESTMENT GROUP LLC	0%	0	-	-11.45K	-100.00%
Dec 31, 2025	VANGUARD GROUP INC	1.27%	35.94K	44.57K	35.94K	+100.00%

Insiders

Among the CWD insiders holding of 3.67% of the stake in company, LOEFFLER JOHN C II, CEO, holds the largest shares of 653.22K. LEUNG JADE, CFO, is the second largest CWD insider with ownership of 643.55K shares. HANSEN DANIEL PAUL, director, stands third with possession of 50K shares of that stake.

Insiders	Designation	Shares Held
LOEFFLER JOHN C II	CEO	653.22K
LEUNG JADE	CFO	643.55K
HANSEN DANIEL PAUL	director	50K
TRZUPEK MICHAEL	director	11.06K
TAYLOR LAWRENCE X. III	director	8K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 04, 2025	LEUNG JADE	SALE	0.46	28.5K	13.11K	643.55K
Sep 03, 2024	LOEFFLER JOHN C II	PURCHASE	0.64	6K	3.84K	653.22K
Aug 30, 2024	LOEFFLER JOHN C II	PURCHASE	0.65	4K	2.6K	647.22K
Aug 29, 2024	TRZUPEK MICHAEL	PURCHASE	0.70	3.86K	2.7K	11.06K
Aug 28, 2024	TRZUPEK MICHAEL	PURCHASE	0.69	3.63K	2.5K	7.2K
Aug 27, 2024	TRZUPEK MICHAEL	PURCHASE	0.65	3.57K	2.31K	3.57K
Aug 19, 2024	TAYLOR LAWRENCE X. III	PURCHASE	0.61	1K	613.6	8K
Aug 16, 2024	HANSEN DANIEL PAUL	PURCHASE	0.60	22.58K	13.55K	50K
Aug 16, 2024	TAYLOR LAWRENCE X. III	PURCHASE	0.70	1K	699.8	7K
Aug 15, 2024	HANSEN DANIEL PAUL	PURCHASE	0.59	27.42K	16.28K	27.42K
May 23, 2024	TAYLOR LAWRENCE X. III	PURCHASE	0.95	1K	950	6K
May 22, 2024	TAYLOR LAWRENCE X. III	PURCHASE	0.98	5K	4.9K	5K
May 15, 2024	LEUNG JADE	PURCHASE	0.87	25.72K	22.37K	669.28K
Nov 13, 2023	LOEFFLER JOHN C II	PURCHASE	1.42	6K	8.52K	317.13K
Sep 05, 2023	LOEFFLER JOHN C II	PURCHASE	1.58	10K	15.83K	10K
Aug 31, 2023	HANSEN DANIEL PAUL	PURCHASE	1.50	25K	37.49K	59.01K
Aug 29, 2023	HANSEN DANIEL PAUL	PURCHASE	1.50	5.44K	8.15K	34.01K
Aug 28, 2023	HANSEN DANIEL PAUL	PURCHASE	1.34	28.58K	38.37K	28.58K

CWD Stock Ownership Breakdown

CaliberCos

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions