CHEESECAKE FACTORY INC/THE (CAKE) Stock Institutional Trading Activity


CHEESECAKE FACTORY INC/THE (CAKE) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q3 2025), investors with some of the largest reported share count changes include First Eagle U.S. Value, Polen Capital Management, Renaissance Technologies LLC, Disciplined Growth Investors, and Ariel Appreciation Fund. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2019Disciplined Growth InvestorsSell-5,438986,951$48,282
Q4 2018Renaissance Technologies LLCSell-272,000270,645$11,776
Q4 2018Disciplined Growth InvestorsSell-13,365992,389$43,179
Q3 2018Disciplined Growth InvestorsBuy26,0651,005,754$53,848
Q2 2018Disciplined Growth InvestorsSell-8,825979,689$53,942
Q1 2018Disciplined Growth InvestorsSell-13,104988,514$47,666
Q4 2017Disciplined Growth InvestorsSell-3,4341,001,618$48,258
Q3 2017Renaissance Technologies LLCBuy38,300542,645$22,856
Q3 2017Disciplined Growth InvestorsSell-12,8751,005,052$42,333
Q2 2017Renaissance Technologies LLCBuy312,300504,345$25,369
Q2 2017Disciplined Growth InvestorsBuy4,2151,017,927$51,202
Q1 2017Disciplined Growth InvestorsSell-11,7381,013,712$64,229
Q4 2016Ariel Appreciation FundBuy45,11545,115$2,701
Q4 2016Disciplined Growth InvestorsBuy24,1751,025,450$61,404
Q3 2016Disciplined Growth InvestorsSell-32,1251,001,275$50,124
Q2 2016Renaissance Technologies LLCSell-9,255192,045$9,245
Q2 2016Disciplined Growth InvestorsBuy20,9251,033,400$49,748
Q1 2016Renaissance Technologies LLCSell-477,145201,300$10,687
Q1 2016Disciplined Growth InvestorsSell-33,1251,012,475$53,752
Q4 2015Renaissance Technologies LLCBuy341,645678,445$31,283
Q4 2015Disciplined Growth InvestorsSell-8,4501,045,600$48,213
Q3 2015Renaissance Technologies LLCSell-83,900336,800$18,174
Q3 2015Disciplined Growth InvestorsBuy8,0251,054,050$56,877
Q2 2015Renaissance Technologies LLCSell-302,100420,700$22,943
Q2 2015Disciplined Growth InvestorsBuy3,2501,046,025$57,045
Q1 2015Renaissance Technologies LLCSell-376,400722,800$35,656
Q1 2015Disciplined Growth InvestorsSell-2,0001,042,775$51,440
Q4 2014Renaissance Technologies LLCSell-239,3001,099,200$55,301
Q4 2014Disciplined Growth InvestorsSell-21,7501,044,775$52,563
Q3 2014Renaissance Technologies LLCBuy40,1001,338,500$60,902

Frequently asked questions about CAKE activity

  • Which institutional owners are buying CAKE?

    Institutional owners buying CAKE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CAKE activity?

    "Buy" means an investor increased their reported position in CAKE compared to the prior reporting period. This reflects growing exposure to CHEESECAKE FACTORY INC/THE (CAKE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CAKE increasing?

    Institutional interest in CAKE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.