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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- CHEESECAKE FACTORY INC/THE (CAKE) stock institutional ownership
- CHEESECAKE FACTORY INC/THE (CAKE) stock insider trading activity
- Stock rankings
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q3 2014 | Disciplined Growth Investors | Sell | -22,985 | 1,066,525 | $48,527 |
| Q2 2014 | Renaissance Technologies LLC | Sell | -30,783 | 1,298,400 | $60,272 |
| Q2 2014 | Disciplined Growth Investors | Buy | 37,516 | 1,089,510 | $52,591 |
| Q1 2014 | Renaissance Technologies LLC | Buy | 305,793 | 1,329,183 | $63,309 |
| Q1 2014 | Disciplined Growth Investors | Sell | -48,178 | 1,051,994 | $40,617 |
| Q4 2013 | Renaissance Technologies LLC | Buy | 409,090 | 1,023,390 | $49,399 |
| Q4 2013 | Disciplined Growth Investors | Sell | -9,250 | 1,100,172 | $53,105 |
| Q3 2013 | Renaissance Technologies LLC | Buy | 458,600 | 614,300 | $26,998 |
| Q3 2013 | Disciplined Growth Investors | Sell | -2,190 | 1,109,422 | $48,759 |
| Q2 2013 | Renaissance Technologies LLC | Buy | 155,700 | 155,700 | $6,522 |
| Q2 2013 | Disciplined Growth Investors | Buy | 1,111,612 | 1,111,612 | $46,565 |
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.