DOSSIER · 13F Holders · Q4 2025
CTLP

CANTALOUPE INC

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

CUSIP 138103106·23 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$177M
visible holders
Holders
23
filers reporting
Concentration
55.47%
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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q4 2025. Methodology

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
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$37M3.5M0.01%Q1 2026
03
SG Americas Securities, LLC
CIK 0001313360
$22M2.1M0.02%Q1 2026
04
AQR Arbitrage LLC
CIK 0001167456
$9M871K0.19%Q4 2025
05
TEACHER RETIREMENT SYSTEM OF TEXAS
CIK 0000796848
$4M353K0.02%Q1 2026
06
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
$3M283K0.01%Q1 2026
07
TWO SIGMA ADVISERS, LP
CIK 0001478735
$570K54K0.00%Q4 2025
08
FNY Investment Advisers, LLC
CIK 0001742998
$540K50K0.24%Q1 2026
09
PRICE T ROWE ASSOCIATES INC /MD/
CIK 0000080255
$461K43K0.00%Q1 2026
10
Keeley-Teton Advisors, LLC
CIK 0001700530
$458K58K0.06%Q1 2025
11
Brooklyn Investment Group
CIK 0001795705
$355K33K0.01%Q1 2026
12
JANUS HENDERSON GROUP PLC
CIK 0001274173
$281K26K0.00%Q1 2026
13
Murchinson Ltd.
CIK 0001838556
$239K22K0.03%Q1 2026
14
HRT FINANCIAL LP
CIK 0001475597
$141K13K0.00%Q4 2025
15
VARCOV Co.
CIK 0002078837
$134K13K0.05%Q4 2025
16
Engineers Gate Manager LP
CIK 0001620220
$112K10K0.00%Q1 2026
17
AlphaQuest LLC
CIK 0001883897
$90K9K0.01%Q4 2025
18
State of Alaska, Department of Revenue
CIK 0001370102
$32K3K0.00%Q1 2026
19
CWM, LLC
CIK 0001535847
$19K2K0.00%Q1 2026
20
BESSEMER GROUP INC
CIK 0001054074
$2K1450.00%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.