DOSSIER · 13F Holders · Q4 2025
CTLP

CANTALOUPE INC

161 institutions still hold CANTALOUPE INC as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 138103106·161 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$572M
visible holders
Holders
161
filers reporting
Concentration
17.21%
Hudson Executive Capital LP #1
top holder share
AI Holders Summary · Q4 2025

Five sophisticated funds sold a combined roughly $84 million of Cantaloupe this quarter — Balyasny Asset Management (-$32.6 million), HSBC (-$20.1 million), Deutsche Bank (-$11.6 million), Magnetar Financial (-$10.5 million), and Bank of America (-$9.4 million) — while five new institutions bought in for almost exactly the same amount, roughly $84 million combined. Two of those five new buyers, Vanguard Capital Management and Vanguard Portfolio Management, are flagged passive_index in this dataset, and a third passive_index holder, Geode Capital Management, also grew its stake. That combination — three separate index-tracking entities all adding in the same quarter — points to Cantaloupe's likely inclusion in a small-cap index, not a wave of discretionary conviction buying.

The sell side: five real, sizable exits

Balyasny Asset Management cut its stake by 52.8% in shares (5,703,143 to 2,690,730), a genuine $32.6 million reduction. HSBC cut 40.1% (-$20.1 million), Deutsche Bank cut 58.3% (-$11.6 million), Magnetar Financial cut 26.7% (-$10.5 million), and Bank of America cut 37.5% (-$9.4 million). All five show share counts and share-flow dollars pointing in the same direction — real sales, not price-driven illusions.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Hudson Executive Capital LP
CIK 0001652522
$98M9.3M73.47%Q4 2025
02
BlackRock, Inc.
CIK 0002012383
$48M4.5M0.00%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$39M3.6M0.00%Q1 2026
04
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$37M3.5M0.01%Q1 2026
05
FIL Ltd
CIK 0000318989
$32M2.9M0.02%Q1 2026
06
HSBC HOLDINGS PLC
CIK 0000873630
$30M2.8M0.02%Q1 2026
07
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$29M2.7M0.04%Q1 2026
08
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$29M2.7M0.00%Q1 2026
09
ODDO BHF ASSET MANAGEMENT SAS
CIK 0001686970
$28M2.6M1.12%Q1 2026
10
Qube Research & Technologies Ltd
CIK 0001729829
$24M2.2M0.03%Q1 2026
11
ALPINE ASSOCIATES MANAGEMENT INC.
CIK 0001396835
$22M2.1M1.32%Q1 2026
12
SG Americas Securities, LLC
CIK 0001313360
$22M2.1M0.02%Q1 2026
13
GOLDMAN SACHS GROUP INC
CIK 0000886982
$22M2.1M0.00%Q1 2026
14
TORONTO DOMINION BANK
CIK 0000947263
$21M1.9M0.03%Q1 2026
15
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$19M1.7M0.00%Q1 2026
16
MARSHALL WACE, LLP
CIK 0001318757
$16M1.5M0.01%Q4 2025
17
BANK OF AMERICA CORP /DE/
CIK 0000070858
$16M1.4M0.00%Q1 2026
18
Weiss Asset Management LP
CIK 0001357550
$14M1.3M0.24%Q1 2026
19
STATE STREET CORP
CIK 0000093751
$13M1.2M0.00%Q1 2026
20
Carmignac Gestion
CIK 0001569758
$12M1.1M0.18%Q1 2026
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Insiders at CANTALOUPE INC
Grachek Jared ScottSingal GauravStewart Scott MatthewDumbrell Jeffrey CharlesNovoseletsky Anna RoseVenkatesan RaviHarris Ian JiroBaird Lisa P.