PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD)

Historical Holders from Q3 2023 to Q3 2025

Symbol
CSMD
Type / Class
Equity / CONGRESS SMID GR
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
10,564,601
Holdings value
$351,839,770
% of all portfolios
0%
Number of holders
29
Number of buys
22
Number of sells
-9
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD)

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 10,564,601 $351,839,770 +$32,369,764 $33.31 29
2025 Q2 9,867,357 $307,712,030 +$30,400,627 $31.18 28
2025 Q1 8,891,986 $245,960,769 +$22,340,775 $27.66 18
2024 Q4 8,073,598 $241,586,944 +$49,758,108 $29.92 21
2024 Q3 6,368,512 $190,464,323 +$28,609,191 $29.91 16
2024 Q2 5,414,581 $155,165,788 +$52,562,650 $28.66 16
2024 Q1 3,573,022 $107,566,558 -$4,693,662 $30.11 5
2023 Q4 2,001,256 $53,333,814 +$52,266,774 $26.65 3
2023 Q3 40,000 $970,092 +$970,092 $24.25 1