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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
2024
Q2 		– Sell
-120,000
Closed -$6.37M – 151
2024
Q1 		$6.37M Buy
+120,000
New +$6.32M 0.5% 71

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
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.