Institutional Ownership
Arrowmark Financial Corp
CUSIP 861780104COMBANXQ1 2026
13D / 13G Filings
8
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
10.3%
Max % of class reported
Institutional Holders
34
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
8 filings · latest Jan 15, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 15, 2026 | Arrowmark Colorado Holdings, LLC | 13G | 10.3% | 808.1K | SEC |
| 2 | Nov 14, 2024 | Arrowmark Colorado Holdings LLC | 13G/A | 2.8% | 196.1K | SEC |
| 3 | Feb 14, 2024 | Arrowmark Colorado Holdings LLC | 13G/A | 6.3% | 445.6K | SEC |
| 4 | Feb 14, 2023 | Arrowmark Colorado Holdings LLC | 13G/A | 7.1% | 505.7K | SEC |
| 5 | Feb 14, 2022 | Punch & Associates Investment Management, Inc. | 13G/A | 5.0% | 349.7K | SEC |
| 6 | Feb 14, 2022 | Arrowmark Colorado Holdings LLC | 13G | 7.1% | 503.4K | SEC |
| 7 | Feb 16, 2021 | Punch & Associates Investment Management, Inc. | 13G/A | 8.4% | 551.3K | SEC |
| 8 | Feb 14, 2020 | Punch & Associates Investment Management, Inc. | 13G/A | 4.3% | 280.9K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Arrowmark Colorado Holdings LLC | 884.8K | $16.86M |
| 2 | Raymond James Financial Inc | 194.9K | $3.71M |
| 3 | Stifel Financial Corp | 139.0K | $2.65M |
| 4 | Osaic Holdings, Inc. | 113.8K | $2.17M |
| 5 | Noble Wealth Management Pbc | 106.3K | $2.03M |
| 6 | Almitas Capital LLC | 73.3K | $1.40M |
| 7 | Closed-End Fund Advisors, Inc. | 69.8K | $1.33M |
| 8 | Hudson Bay Capital Management LP | 56.7K | $1.08M |
| 9 | Everstar Asset Management, LLC | 47.3K | $902.4K |
| 10 | Morgan Stanley | 33.7K | $642.7K |