Security Snapshot

CUMBERLAND PHARMACEUTICALS INC - Common stock (CPIX) Institutional Ownership

CUSIP: 230770109

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Latest Period

Q4 2025

Institutions Reporting

27

Shares (Excl. Options)

2,957,494

Price

$3.98

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Type / Class
Equity / Common stock
Symbol
CPIX on Nasdaq
Shares outstanding
15,075,924
Price per share
$4.48
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,957,494
Total reported value
$11,770,877
% of total 13F portfolios
0%
Share change
-448,563
Value change
-$1,253,172
Number of holders
27
Price from insider filings
$4.48
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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Quick Takeaways

  • CPIX - CUMBERLAND PHARMACEUTICALS INC - Common stock is tracked under CUSIP 230770109.
  • 27 institutions reported positions in Q4 2025.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 30 to 27 between Q3 2025 and Q4 2025.
  • Reported value moved from $10,626,381 to $11,770,877.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 27 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 230770109?
CUSIP 230770109 identifies CPIX - CUMBERLAND PHARMACEUTICALS INC - Common stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of CUMBERLAND PHARMACEUTICALS INC - Common stock (CPIX) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
KAZIMI A J 38% -5.9% $27,324,812 +$409,974 5,789,155 +1.5% A.J. Kazimi 30 Jan 2026
Ikarian Capital, LLC 4.9% $3,545,020 730,932 Ikarian Capital, LLC 31 Mar 2025
INTEGRATED CORE STRATEGIES (US) LLC 4% -30% $1,618,467 -$571,171 598,634 -26% Integrated Core Strategies (US) LLC 30 Sep 2025

As of 31 Dec 2025, 27 institutional investors reported holding 2,957,494 shares of CUMBERLAND PHARMACEUTICALS INC - Common stock (CPIX). This represents 20% of the company’s total 15,075,924 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CUMBERLAND PHARMACEUTICALS INC - Common stock (CPIX) together control 20% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Ikarian Capital, LLC 3.7% 555,932 0% 0.29% $2,212,609
RENAISSANCE TECHNOLOGIES LLC 3.1% 472,163 -8.4% 0% $1,879,209
VANGUARD GROUP INC 2.7% 411,786 0% 0% $1,638,909
PERCEPTIVE ADVISORS LLC 2.3% 341,087 0.02% $1,357,526
DIMENSIONAL FUND ADVISORS LP 1.8% 272,278 -3.1% 0% $1,083,667
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.1% 163,468 -13% 0.01% $650,603
BOOTHBAY FUND MANAGEMENT, LLC 0.85% 128,507 -24% 0.01% $511,458
GEODE CAPITAL MANAGEMENT, LLC 0.71% 107,274 +5.6% 0% $427,005
J. Goldman & Co LP 0.63% 94,541 -55% 0.01% $376,273
Bank of New York Mellon Corp 0.48% 72,513 0% 0% $288,602
BlackRock, Inc. 0.35% 52,577 +0.86% 0% $209,256
MARSHALL WACE, LLP 0.32% 48,137 0% $191,586
ACADIAN ASSET MANAGEMENT LLC 0.29% 44,288 0% 0% $176,000
STATE STREET CORP 0.22% 33,700 0% 0% $134,126
Heron Bay Capital Management 0.19% 29,189 -7.8% 0.02% $116,172
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.17% 26,038 0% $103,631
TWO SIGMA INVESTMENTS, LP 0.16% 24,485 -35% 0% $97,450
CITADEL ADVISORS LLC 0.15% 21,957 -47% 0% $87,389
NORTHERN TRUST CORP 0.13% 19,603 0% 0% $78,020
Cresset Asset Management, LLC 0.12% 17,475 -5.4% 0% $69,551
UBS Group AG 0.1% 15,386 +1760% 0% $61,237
MORGAN STANLEY 0.02% 3,260 -9.6% 0% $12,975
NewEdge Advisors, LLC 0.01% 1,203 +59% 0% $4,787
Capital Advisors, Ltd. LLC 0% 437 0% 0% $2,000
OSAIC HOLDINGS, INC. 0% 200 0% $796

Institutional Holders of CUMBERLAND PHARMACEUTICALS INC - Common stock (CPIX) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,957,494 $11,770,877 -$1,253,172 $3.98 27
2025 Q3 3,406,057 $10,626,381 -$866,501 $3.12 30
2025 Q2 3,682,268 $12,334,180 -$2,453,600 $3.35 30
2025 Q1 4,280,014 $18,146,545 +$10,361,899 $4.23 33
2024 Q4 1,842,038 $4,363,682 -$463,905 $2.37 20
2024 Q3 2,043,812 $2,614,244 -$42,881 $1.28 22
2024 Q2 2,077,457 $3,176,639 -$134,139 $1.53 22
2024 Q1 2,162,869 $3,632,852 -$59,437 $1.68 22
2023 Q4 2,197,513 $3,885,597 -$17,577 $1.79 23
2023 Q3 2,207,792 $4,170,727 -$310,716 $1.89 20
2023 Q2 2,399,098 $3,524,781 -$75,730 $1.47 21
2023 Q1 2,447,258 $4,771,188 -$92,987 $1.95 21
2022 Q4 2,493,007 $5,607,314 +$78,520 $2.25 22
2022 Q3 2,446,157 $5,893,000 -$555,959 $2.41 15
2022 Q2 2,708,341 $5,621,000 -$446,941 $2.08 20
2022 Q1 2,897,889 $8,171,000 -$99,570 $2.82 24
2021 Q4 2,835,251 $13,232,000 +$375,969 $4.67 23
2021 Q3 2,767,210 $7,429,000 -$468,259 $2.68 20
2021 Q2 2,937,884 $8,359,000 -$812,822 $2.84 24
2021 Q1 3,224,768 $9,769,000 -$1,950,699 $3.03 27
2020 Q4 3,875,161 $11,421,000 -$521,913 $2.95 24
2020 Q3 4,029,264 $12,934,000 -$360,904 $3.21 22
2020 Q2 4,141,182 $13,791,000 -$1,829,588 $3.33 23
2020 Q1 4,674,157 $16,964,000 +$754,442 $3.63 21
2019 Q4 4,458,508 $22,959,000 -$197,277 $5.15 23
2019 Q3 4,481,799 $26,572,000 -$1,733,892 $5.93 26
2019 Q2 4,768,946 $30,376,000 -$985,047 $6.37 22
2019 Q1 4,924,596 $28,610,000 -$352,915 $5.81 22
2018 Q4 4,984,289 $30,483,000 -$2,112,014 $6.03 22
2018 Q3 5,355,808 $30,579,000 -$33,832 $5.71 30
2018 Q2 5,365,571 $32,884,000 -$465,701 $6.13 29
2018 Q1 5,425,411 $36,242,000 -$49,479 $6.68 29
2017 Q4 5,430,722 $40,086,000 +$84,326 $7.36 31
2017 Q3 5,421,147 $38,274,000 -$194,328 $7.06 30
2017 Q2 5,449,601 $38,275,000 -$394,992 $7.00 33
2017 Q1 5,505,762 $38,201,000 +$3,117,539 $6.94 34
2016 Q4 5,481,400 $30,145,000 +$360,322 $5.50 37
2016 Q3 5,416,164 $27,128,000 +$892,622 $5.00 38
2016 Q2 5,240,228 $23,616,000 +$114,861 $4.50 41
2016 Q1 5,215,045 $23,413,000 -$94,079 $4.49 46
2015 Q4 5,128,280 $26,977,000 -$442,434 $5.26 44
2015 Q3 5,208,947 $30,053,000 +$44,760 $5.77 44
2015 Q2 5,201,315 $37,187,000 -$1,834,260 $7.15 44
2015 Q1 5,467,856 $36,368,000 -$1,516,917 $6.66 42
2014 Q4 5,716,701 $34,220,000 -$3,789,431 $5.98 42
2014 Q3 6,357,061 $31,401,000 -$1,425,255 $4.94 44
2014 Q2 6,670,341 $30,015,297 -$215,556 $4.50 44
2014 Q1 6,719,046 $30,230,294 +$106,519 $4.50 46

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