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IA
Inspire Advisors’s
Cheesecake Factory
CAKE
Stock Holding History
Inspire Advisors’s Portfolio
CAKE Stock Details
CAKE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-3,700
Closed
-$232K
–
541
2025
Q2
$232K
Buy
+3,700
New
+$197K
0.02%
422
2025
Q1
–
Sell
-7,373
Closed
-$350K
–
464
2024
Q4
$350K
Buy
7,373
+2,152
+41%
+$99K
0.04%
282
2024
Q3
$212K
Sell
5,221
-123
-2%
-$4.68K
0.03%
373
2024
Q2
$210K
Sell
5,344
-643
-11%
-$23.8K
0.03%
320
2024
Q1
$216K
Buy
+5,987
New
+$208K
0.03%
310
Other funds holding CAKE
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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