As of 31 Dec 2025, 36 institutional investors reported holding 12,946,829 shares of PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 12,946,829 | $409,973,783 | +$75,649,850 | $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 |