Intrinsic Edge Capital Management’s Customers Bancorp CUBI Stock Holding History

Intrinsic Edge Capital Management’s Portfolio CUBI Stock Details CUBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$694K	Sell	10,000 -10,000	-50%	-$727K	0.12%	103
2025 Q4	$1.46M	Buy	+20,000	New	+$1.37M	0.26%	72
2024 Q2	–	Sell	-250,000	Closed	-$13.3M	–	150
2024 Q1	$13.3M	Buy	+250,000	New	+$13.2M	1.04%	36
2023 Q4	–	Sell	-250,000	Closed	-$8.61M	–	126
2023 Q3	$8.61M	Hold	250,000	–	–	0.97%	38
2023 Q2	$7.57M	Buy	+250,000	New	+$5.6M	0.54%	64

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Intrinsic Edge Capital Management's CUBI Position: Q1 2026 in Review

Intrinsic Edge Capital Management reduced its Customers Bancorp (CUBI) stake by 50% in Q1 2026, selling an estimated $727K and leaving 10,000 shares worth $694K. The position accounts for 0.12% of the portfolio, ranked #103.

Intrinsic Edge Capital Management first reported a position in CUBI in Q2 2023 and has held it in 5 quarters since. The position peaked at $13.3M in Q1 2024. 280 funds tracked by Wall St. Rank hold CUBI as of Q1 2026.

Intrinsic Edge Capital Management held 10,000 shares of Customers Bancorp worth $694K as of Q1 2026.
Intrinsic Edge Capital Management sold 10,000 Customers Bancorp shares in Q1 2026, an estimated $727K.
Customers Bancorp made up 0.12% of Intrinsic Edge Capital Management's portfolio in Q1 2026, its #103 holding.
Intrinsic Edge Capital Management first reported a position in Customers Bancorp in Q2 2023 and has held it in 5 quarters since.
Intrinsic Edge Capital Management's Customers Bancorp position peaked at $13.3M in Q1 2024.
280 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.