HolderBook

CREDO TECHNOLOGY GROUP HOLDI (CRDO)

Institutional ownership reported to the SEC as of Q3 2026, across 19 quarters.

32
Reporting holders
$133.2M
Reported value
0.5%
Calls
0.4%
Puts
-959
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
ZEVENBERGEN CAPITAL INVESTMENTS LLC$81.6M418,9911.87%10q+4.9%+$3.8M
CONGRESS ASSET MANAGEMENT CO$25.0M128,5370.16%6q-72.0%-$64.2M
Venture Visionary Partners LLC$7.2M36,8170.19%4q+31.6%+$1.7M
Dupree Financial Group, LLC$4.6M23,7551.67%newNEW
Farther Finance Advisors, LLC$2.7M14,0120.02%9q+52.6%+$940.2K
GK Wealth Management LLC$2.6M13,3661.47%2q-17.7%-$562.5K
Castle Rock Wealth Management, LLC$2.2M9,7850.41%2q+31.8%+$521.4K
Integrated Financial Solutions, Inc.$1.5M7,8870.79%2q+145.3%+$910.1K
CenterStar Asset Management, LLC$1.1Moptions only0.27%newOPTIONS
MRA Advisory Group$931.8K4,7840.35%2q-11.5%-$121.0K
Wedmont Private Capital$847.9K4,0020.02%newNEW
Valeo Financial Advisors, LLC$573.2K2,9430.01%2qHELD
JUNCTURE WEALTH STRATEGIES, LLC$435.6K2,2360.11%2q-4.0%-$17.9K
GAMMA Investing LLC$386.9K1,9860.01%12q+2.6%+$9.9K
Capital Advisors Wealth Management, LLC$263.4K1,3520.03%2qHELD
Whitaker-Myers Wealth Managers, LTD.$262.5K1,3480.04%newNEW
TITLEIST ASSET MANAGEMENT, LLC$209.0K1,0730.01%newNEW
CoreCap Advisors, LLC$180.8K9280.01%7q-42.4%-$133.0K
Versant Capital Management, Inc$146.9K7540.01%7qHELD
ELEVATION WEALTH PARTNERS, LLC$53.6K2750.02%2q+292.9%+$39.9K
MassMutual Private Wealth & Trust, FSB$43.0K2210.00%7q+6.8%+$2.7K
TOTH FINANCIAL ADVISORY CORP$36.8K1890.00%2q-95.6%-$796.9K
Bullock Wealth Management Group$34.3K1630.01%6qHELD
GoalVest Advisory LLC$33.7K24,1700.01%3q+49226.5%+$33.6K
BURKETT FINANCIAL SERVICES, LLC$33.1K1700.01%newNEW
Noble Wealth Management PBC$22.4K1150.01%3qHELD
STEPH & CO$19.5K1000.00%newNEW
Planning Strategies Inc.$10.3K530.01%2q+1.9%
Mn Services Vermogensbeheer B.V.$9.4K48,4000.07%2qHELD
ARMSTRONG ADVISORY GROUP, INC$7.0K360.00%8qHELD
Retirement Wealth Solutions LLC$4.1K210.00%5q-12.5%
Horrell Capital Management, Inc.$1.0K50.00%2q+66.7%
Polaris Financial Partners$6813,6030.30%newFIRST
Davis Capital Management$39020.00%newNEW
MJT & Associates Financial Advisory Group, Inc.$39020.00%newNEW
CX Institutional$11540.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-2713G/ABlackRock, Inc.7.7%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-07-31Lam Yat TungChief Operating OfficerSold105,441$22.5M ×14
2026-09-25Lam Yat TungChief Operating OfficerSold100,000$20.6M ×6
2026-07-15Lam Yat TungChief Operating OfficerSold55,998$12.6M ×18
2026-06-05Brennan William JosephPres & Chief Executive OfficerSold54,984$12.0M ×28
2026-07-15Lam Yat TungChief Operating OfficerSold50,000$11.3M ×18
2026-10-01Lam Yat TungChief Operating OfficerSold50,000$10.3M
2026-06-11Fleming Daniel W.Chief Financial OfficerSold40,000$10.0M ×11
2026-06-23Cheng Chi FungChief Technology OfficerSold27,500$7.5M ×14
2026-06-30Cheng Chi FungChief Technology OfficerSold27,500$7.4M ×21
2026-06-11Cheng Chi FungChief Technology OfficerSold27,500$7.1M ×20
2026-06-16Cheng Chi FungChief Technology OfficerSold27,500$6.8M ×17
2026-07-07Cheng Chi FungChief Technology OfficerSold27,500$6.7M ×17

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202632$133.2M675,90891070.9%
Q2 2026991$42.9B139,108,71134529626812.3%
Q1 2026718$14.8B137,853,55112930321012.1%
Q4 2025762$21.7B139,789,2321732861987.2%
Q3 2025648$21.6B138,024,1751762052087.1%
Q2 2025530$12.8B127,453,1131571781477.5%
Q1 2025420$5.2B123,580,0601131451184.4%
Q4 2024391$8.8B125,594,392133114963.6%
Q3 2024267$4.5B140,127,85754106774.1%
Q2 2024258$4.4B133,939,7506581912.0%
Q1 2024222$2.9B134,653,1696387491.6%
Q4 2023181$2.5B124,829,0494284352.8%
Q3 2023151$1.4B87,901,9923259423.2%
Q2 2023140$1.5B81,157,0524742383.4%
Q1 2023112$729.7M75,696,8533246222.3%
Q4 2022109$919.9M66,841,7692738223.3%
Q3 2022102$670.0M59,466,6983749102.4%
Q2 202277$380.4M32,942,7372631120.5%
Q1 202270$426.8M28,544,13770000.0%