CAVA Group, Inc.· CAVA

🇺🇸 US · MidSP400NYSE

Consumer Cyclical Restaurants Website

Price: $51.64
Day: +0.84%
Mkt Cap: $6.01B
52W Range: $43.41 – $98.79
Volume: 6.00M
Beta: 1.74

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 2.8 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 582 institutions hold; 248 added, 214 reduced
Insiders Q3 2026: 2 purchases ($482.3K), no sales

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CAVA Group, Inc.

CAVA|Consumer Cyclical|Restaurants

Current price: $52

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.0x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

0 sellers

vs 4.8 avg per quarter

Institutional net breadth · Q2 2026

+53

333 adding vs 280 reducing

Institutional ownership · Q2 2026

90.3%

582 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

9.6M

+0.6%

ALLIANCEBERNSTEIN L.P.

6.6M

-27.8%

ARTAL GROUP S.A.

6.5M

-31.7%

FMR LLC

5.5M

-6.7%

VANGUARD CAPITAL MANAGEMENT LLC

4.5M

+0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.2M

+0.3%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

102

108

102 buying108 unchanged66 selling

276 funds held CAVA in Q2 2026, holding 50.5M shares between them, down 8.5% on the quarter.

Largest fund holders

SPDR SERIES TRUST677.5K sh

BAIRD FUNDS INC191.7K sh

WILLIAM BLAIR FUNDS187.4K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Nov 18

Artal International S.C.A.

$1.1B

Sale · Jun 15

Artal Participations S.a r.l.

$270.9M

Sale · Dec 9

SHAICH RONALD M

$93.0M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

CAVA Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.8/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+32

Institutional Flow

50% weight

-46

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 2.8/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for CAVA

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Bullish Signal

Insider buying in Q3 2026

Meaningful: 2 purchases totaling $482.3K (7.5K shares)

Share volume is 3x+ above the historical average, unusually strong

0.0x

Selling pace

quarter in progress, filings still arriving

0.00%

Stake sold

of active insiders' holdings

0 sellers

Seller breadth

vs 4.8 avg per quarter

$482.3K

Insider buying

2 buyers in Q3 2026

Notable Recent Transactions, CAVA

Top 8 highest-value insider trades from the last 8 quarters

Artal International S.C.A.

Director

Sell

8,000,000 shares at $134.13

≈45.7% of their stake at the time

Nov 18, 2024$1.07B

Artal Participations S.a r.l.

Director

Sell

3,000,000 shares at $90.30

≈31.6% of their stake at the time

Jun 15, 2026$270.90M

SHAICH RONALD M

Director

Sell

622,549 shares at $149.40

≈99.0% of their stake at the time

Dec 9, 2024$93.01M

SHAICH RONALD M

Director

Sell

379,583 shares at $149.40

≈100.0% of their stake at the time

Dec 9, 2024$56.71M

Schulman Brett

CEO

Sell

276,170 shares at $150.06

≈27.8% of their stake at the time

Dec 5, 2024$41.44M

Xenohristos Theodoros

Director

Sell

31,600 shares at $145.40

≈7.4% of their stake at the time

Dec 4, 2024$4.59M

Xenohristos Theodoros

Director

Sell

30,966 shares at $146.33

≈7.9% of their stake at the time

Dec 4, 2024$4.53M

Schulman Brett

CEO

Sell

33,174 shares at $89.43

≈4.0% of their stake at the time

Jun 15, 2026$2.97M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for CAVA

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bearish Signal

Institutions reducing exposure in Q2 2026

90.3% institutional ownership

Balanced activity: 333 adding vs 280 reducing

13F shares decreased by 6.0%, a significant shift

Momentum weakening from prior quarter

+53

Net breadth

333 adding vs 280 reducing

Balanced

1.19

Add / reduce ratio

in Q2 2026

+19

New − closed

85 initiated, 66 exited

6 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+333 growing-280 shrinkingNet: +53

248

214

New (85)

Increased (248)

Reduced (214)

Closed (66)

Top Institutional Holders, CAVA

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

9.6M

$757.0M

Ownership

8.27%

+0.6%

ALLIANCEBERNSTEIN L.P.

6.6M

$537.4M

Ownership

5.70%

-27.8%

ARTAL GROUP S.A.

6.5M

$510.7M

Ownership

5.58%

-31.7%

FMR LLC

5.5M

$433.9M

Ownership

4.74%

-6.7%

VANGUARD CAPITAL MANAGEMENT LLC

4.5M

$352.1M

Ownership

3.85%

+0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.2M

$330.7M

Ownership

3.61%

+0.3%

STATE STREET CORP

3.1M

$243.2M

Ownership

2.66%

+2.9%

PRICE T ROWE ASSOCIATES INC /MD/

3.0M

$238.1M

Ownership

2.60%

-17.4%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 276 ETFs and mutual funds reporting

102 buying66 sellingNet: +36

102

108

Buying (102)

Unchanged (108)

Selling (66)

In total, funds bought 3.7M shares and sold 8.0M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

276 ETFs and mutual funds reporting

102 funds buying vs 66 selling

Top Fund Holders, CAVA

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

677.5K

Weight

3.35%

Jul 31, 2026No change

BAIRD FUNDS INC

191.7K

Weight

0.01%

Jun 30, 2026Decreased

WILLIAM BLAIR FUNDS

187.4K

Weight

0.10%

Jun 30, 2026Decreased

Voya PARTNERS INC

171.0K

Weight

0.23%

Jun 30, 2026Increased

OPTIMUM FUND TRUST

152.5K

Weight

0.24%

Jun 30, 2026Increased

AB PORTFOLIOS

148.5K

Weight

0.03%

Jun 30, 2026Decreased

BNY Mellon Investment Funds I

147.4K

Weight

0.00%

Jun 30, 2026No change

DRIEHAUS MUTUAL FUNDS

142.1K

Weight

1.83%

Jun 30, 2026Increased

CAVA Group, Inc.· CAVA

Holdings Analysis

Insider Trading Activity

1.3Transaction History157Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings158Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History157Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings158Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights