PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD) Institutional Ownership

CUSIP: 74316P645

13F Institutional Holders and Ownership History from Q3 2023 to Q4 2025

Type / Class
Equity / CONGRESS SMID GR
Symbol
CSMD
Price per share
$33.96
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
12,947,945
Total reported value
$409,769,329
% of total 13F portfolios
0%
Share change
+2,383,344
Value change
+$75,458,564
Number of holders
36
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Investment Quick Answers

What is CUSIP 74316P645?
CUSIP 74316P645 identifies CSMD - PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR in SEC 13F datasets.

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

As of 31 Dec 2025, 36 institutional investors reported holding 12,947,945 shares of PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD).

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 12,947,945 $409,769,329 +$75,458,564 $31.62 36
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