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BRCB NASDAQ

Black Rock Coffee Bar, Inc. Class A Common Stock
1W: -8.1% 1M: -51.1% 3M: -49.4% YTD: -70.5%
$6.81
+0.23 (+3.50%)
After Hours: $6.99 (+0.18, +2.64%)
Weekly Expected Move ±15.7%
$5 $6 $7 $8 $9
NASDAQ · Consumer Defensive · Food Confectioners · Alpha Radar Strong Sell · Power 35 · $119.0M mcap · 17M float · 3.36% daily turnover · Short 35% of daily vol

Institutional Ownership — BRCB

139
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
$204M
Total Invested
39
New Positions
31
Increased
60
Reduced
41
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (158 total)

# Holder Shares Value Change Change % Holding Period Filing
1 FMR LLC 2,038,779 $$14M +457,753 +29.0% 3Q SEC ↗
2 VANGUARD CAPITAL MANAGEMENT LLC NEW 1,359,940 $$9M +0.0% 1Q SEC ↗
3 MORGAN STANLEY 1,293,802 $$9M +408,089 +46.1% 2Q SEC ↗
4 Bank of New York Mellon Corp 1,161,703 $$8M +387,553 +50.1% 3Q SEC ↗
5 BlackRock, Inc. 1,061,179 $$7M +149,118 +16.3% 3Q SEC ↗
6 Woodline Partners LP 955,820 $$7M +321,373 +50.7% 3Q SEC ↗
7 VANGUARD GROUP INC 886,463 $$6M +801,463 +942.9% 2Q SEC ↗
8 Point72 Asset Management, L.P. 755,707 $$5M -154,464 -17.0% 3Q SEC ↗
9 EMERALD ADVISERS, LLC 749,626 $$5M +137,133 +22.4% 3Q SEC ↗
10 MASSACHUSETTS FINANCIAL SERVICES CO /M 661,734 $$5M -443,586 -40.1% 3Q SEC ↗
11 GILDER GAGNON HOWE & CO LLC 602,893 $$4M -373,411 -38.2% 3Q SEC ↗
12 JENNISON ASSOCIATES LLC 583,806 $$4M +218,692 +59.9% 3Q SEC ↗
13 RAYMOND JAMES FINANCIAL INC 572,450 $$4M -26,244 -4.4% 3Q SEC ↗
14 AMERIPRISE FINANCIAL INC 553,553 $$4M +17,570 +3.3% 3Q SEC ↗
15 EMERALD MUTUAL FUND ADVISERS TRUST 453,734 $$3M +101,945 +29.0% 3Q SEC ↗
16 GEODE CAPITAL MANAGEMENT, LLC 379,678 $$3M -2,999 -0.8% 2Q SEC ↗
17 GOLDMAN SACHS GROUP INC 378,389 $$3M -357,477 -48.6% 3Q SEC ↗
18 OBERWEIS ASSET MANAGEMENT INC NEW 365,600 $$2M +0.0% 1Q SEC ↗
19 PEREGRINE CAPITAL MANAGEMENT LLC 331,702 $$2M +59,712 +22.0% 2Q SEC ↗
20 SOROS FUND MANAGEMENT LLC 322,760 $$2M -15,490 -4.6% 3Q SEC ↗
21 STATE STREET CORP 311,637 $$2M +35,340 +12.8% 2Q SEC ↗
22 Ophir Asset Management Pty Ltd 274,688 $$2M +0.0% 2Q SEC ↗
23 ARES MANAGEMENT LLC 250,676 $$2M +0.0% 2Q SEC ↗
24 FRANKLIN RESOURCES INC 238,321 $$2M -243,727 -50.6% 3Q SEC ↗
25 Shellback Capital, LP 230,000 $$2M +0.0% 2Q SEC ↗
26 ArrowMark Colorado Holdings LLC 226,301 $$2M -3,699 -1.6% 2Q SEC ↗
27 Jefferies Financial Group Inc. NEW 210,909 $$1M +0.0% 1Q SEC ↗
28 RENAISSANCE TECHNOLOGIES LLC 207,600 $$1M +133,296 +179.4% 2Q SEC ↗
29 JPMORGAN CHASE & CO 170,989 $$1M +85,446 +99.9% 3Q SEC ↗
30 BNP PARIBAS FINANCIAL MARKETS 162,534 $$1M +158,199 +3649.3% 2Q SEC ↗
31 MARSHALL WACE, LLP 162,247 $$1M +48,616 +42.8% 2Q SEC ↗
32 BANK OF AMERICA CORP /DE 143,896 $$980K +2,631 +1.9% 3Q SEC ↗
33 CHARLES SCHWAB INVESTMENT MANAGEMENT I 141,959 $$967K -1,671 -1.2% 2Q SEC ↗
34 Jump Financial, LLC NEW 138,900 $$946K +0.0% 1Q SEC ↗
35 NORTHERN TRUST CORP 125,075 $$852K +6,756 +5.7% 2Q SEC ↗
36 BURKEHILL GLOBAL MANAGEMENT, LP 125,000 $$851K +0.0% 2Q SEC ↗
37 FEDERATED HERMES, INC. 125,000 $$851K +0.0% 2Q SEC ↗
38 Ghisallo Capital Management LLC 110,000 $$749K +0.0% 2Q SEC ↗
39 VANGUARD FIDUCIARY TRUST CO NEW 109,369 $$745K +0.0% 1Q SEC ↗
40 VANGUARD PORTFOLIO MANAGEMENT LLC NEW 100,225 $$683K +0.0% 1Q SEC ↗
41 SEVEN GRAND MANAGERS, LLC 100,000 $$681K +0.0% 3Q SEC ↗
42 NORGES BANK NEW 85,000 $$579K +0.0% 1Q SEC ↗
43 AQR CAPITAL MANAGEMENT LLC NEW 79,794 $$543K +0.0% 1Q SEC ↗
44 Wakefield Asset Management LLLP NEW 72,694 $$495K +0.0% 1Q SEC ↗
45 Longaeva Partners L.P. 71,547 $$487K +40,030 +127.0% 3Q SEC ↗
46 CWC Advisors, LLC. 68,391 $$466K +40,491 +145.1% 2Q SEC ↗
47 XTX Topco Ltd NEW 67,801 $$462K +0.0% 1Q SEC ↗
48 SEI INVESTMENTS CO 62,607 $$426K +23,040 +58.2% 2Q SEC ↗
49 Alyeska Investment Group, L.P. 60,000 $$409K +0.0% 2Q SEC ↗
50 UBS Group AG 59,004 $$402K +51,523 +688.7% 3Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
VANGUARD GROUP INC +801,463 +942.9% 886,463
FMR LLC +457,753 +29.0% 2,038,779
MORGAN STANLEY +408,089 +46.1% 1,293,802
Bank of New York Mellon Corp +387,553 +50.1% 1,161,703
Woodline Partners LP +321,373 +50.7% 955,820
JENNISON ASSOCIATES LLC +218,692 +59.9% 583,806
BNP PARIBAS FINANCIAL MARKETS +158,199 +3649.3% 162,534
BlackRock, Inc. +149,118 +16.3% 1,061,179
EMERALD ADVISERS, LLC +137,133 +22.4% 749,626
RENAISSANCE TECHNOLOGIES LLC +133,296 +179.4% 207,600
EMERALD MUTUAL FUND ADVISERS TRUST +101,945 +29.0% 453,734
JPMORGAN CHASE & CO +85,446 +99.9% 170,989
PEREGRINE CAPITAL MANAGEMENT LLC +59,712 +22.0% 331,702
UBS Group AG +51,523 +688.7% 59,004
MARSHALL WACE, LLP +48,616 +42.8% 162,247
CWC Advisors, LLC. +40,491 +145.1% 68,391
Longaeva Partners L.P. +40,030 +127.0% 71,547
STATE STREET CORP +35,340 +12.8% 311,637
SEI INVESTMENTS CO +23,040 +58.2% 62,607
AMERIPRISE FINANCIAL INC +17,570 +3.3% 553,553
Biggest Decreases (20)
HolderReducedChange %Total Shares
Invesco Ltd. -829,895 -98.7% 11,022
MASSACHUSETTS FINANCIAL SERVICES CO -443,586 -40.1% 661,734
GILDER GAGNON HOWE & CO LLC -373,411 -38.2% 602,893
GOLDMAN SACHS GROUP INC -357,477 -48.6% 378,389
MILLENNIUM MANAGEMENT LLC -293,411 -93.1% 21,672
FRANKLIN RESOURCES INC -243,727 -50.6% 238,321
Point72 Asset Management, L.P. -154,464 -17.0% 755,707
Balyasny Asset Management L.P. -45,939 -98.7% 625
RAYMOND JAMES FINANCIAL INC -26,244 -4.4% 572,450
BARCLAYS PLC -22,457 -87.2% 3,310
SOROS FUND MANAGEMENT LLC -15,490 -4.6% 322,760
Quantbot Technologies LP -6,779 -61.3% 4,272
ArrowMark Colorado Holdings LLC -3,699 -1.6% 226,301
Engineers Gate Manager LP -3,164 -12.6% 22,029
GEODE CAPITAL MANAGEMENT, LLC -2,999 -0.8% 379,678
CHARLES SCHWAB INVESTMENT MANAGEMEN -1,671 -1.2% 141,959
JONES FINANCIAL COMPANIES LLLP -1,317 -52.9% 1,174
Legal & General Group Plc -154 -9.5% 1,466
Sterling Capital Management LLC -122 -27.5% 321
CALIFORNIA STATE TEACHERS RETIREMEN -61 -6.1% 947

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms