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CADL · Candel Therapeutics, Inc. · Holdings

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$8.64 +0.43 (+5.24%) At close · Oct 20
Russell 2000 member Rebalance outlook locked
Market Cap
$661.12M
Shares
76.52M
Volume · Oct 20 1.12M Avg daily vol (3M) 1.17M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of CADL: 13F, 13D and 13G, insiders and funds →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 136
Total Value: $523,581,290
Total Shares: 50,829,079
Showing 1–100 of 141 holdings by value · page 1 of 2

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 138 13F filers
Top Holder
21.6%
Sep 2023 → Jun 2026 · range 20.2% – 51.2%
of institutional value
Top 5
57.9%
Sep 2023 → Jun 2026 · range 57.9% – 93.0%
of institutional value
Top 10
81.8%
Sep 2023 → Jun 2026 · range 80.8% – 98.3%
of institutional value
HHI
961
Sep 2023 → Jun 2026 · range 961 – 3,313
Broadly held

Who Holds CADL

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 137 filers, like-for-like change +16.0%; actively managed books +2.6%; index-like books +70.5%.

Holder type Share Filers Change
Registered adviser 39.2% 69 +2.8%
Exempt adviser 0.8% 3 +1532.7%
Adviser 0.3% 3 +147.2%
Bank 9.7% 13 +215.9%
Insurer 0.0% 1 new
Broker-dealer 0.1% 1 +17.2%
Benefit plan 0.0% 1 -73.1%
Non-US 0.1% 3 +68.9%
Holding company 32.9% 6 +15.4%
Unknown 16.9% 37 +4.6%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

137 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
2
1.46% of filers hold it in their top 10
Mar 31, 2026: 1
Holders above 5%
1
median weight 0.001%
Mar 31, 2026: 1
Crowding
25.1%
of shares outstanding, 71st percentile
Mar 31, 2026: 25.5%
Private-fund advisers
19.6%
of shares outstanding
Institutional ownership
68.8%
75.0% of the estimated free float
Top 10 holders
82.5%
of 13F shares, Herfindahl 0.098
Active holders
+2.6%
like-for-like share change of active filers
5% stakes on record
3
0 13D, 3 13G (2 institutional, 1 passive, 0 exempt)
How long holders have held it value-weighted 7.2 quarters
Under 1 year 34.6% 1 to 3 years 52.9% 3 years or more 12.5% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$6.34
estimated per share
Mar 31, 2026: $5.94
Quarter-end price
$10.30
implied by 13F values
Estimated gain or loss
+62.5%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value

Estimated cost covers 84.8% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies CADL's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 CSTL Castle Biosciences Inc 3
2 CGEM Cullinan Therapeutics, Inc. 4
3 URGN UroGen Pharma Ltd. 4
4 PHVS Pharvaris N.V. 3
5 PTGX Protagonist Therapeutics, Inc 3
6 CLDX Celldex Therapeutics, Inc. 3
7 TRVI Trevi Therapeutics, Inc. 3
8 ABVX Abivax S.A. 4
9 CYTK Cytokinetics Inc 3
10 BIIB Biogen Inc. 4

Shareholder Targets

13F filers that own its peers but not CADL, quarter ended Jun 30, 2026

Found through its holder-overlap peers: CSTL, CGEM, URGN, PHVS, PTGX, CLDX, TRVI, ABVX, CYTK, BIIB, HALO, INSM, NBIX, NVO, VRTX, SHOP, ISRG, IVZ, MU, ABBV. 5,968 filers in all.

# Filer In peers
1 Capital World Investors Adviser, Diversified active $59,056,817,383 7 held
2 NORGES BANK Non-US, Index-like $30,843,833,646 13 held
3 Capital International Investors Adviser, Diversified active $25,977,202,361 7 held
4 PRIMECAP MANAGEMENT CO/CA/ Registered adviser, Diversified active $25,539,377,957 3 held
5 Capital Research Global Investors Adviser, Diversified active $23,295,444,609 7 held
6 FRANKLIN RESOURCES INC Adviser, Diversified active $13,896,458,502 18 held
7 AMERIPRISE FINANCIAL INC Adviser, Diversified active $12,753,872,144 17 held
8 DIMENSIONAL FUND ADVISORS LP Registered adviser, Diversified active $11,926,292,906 16 held
9 SG Americas Securities, LLC Unknown, Diversified active $11,807,544,303 18 held
10 Amundi Holding company, Index-like $10,257,933,237 16 held

Fund Ownership of CADL by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.97% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 2.12% 1,622,340
Index ETFs 10.85% 8,305,068
Active ETFs 0.00% 2,390
Active funds 13.35% 10,214,317
Unclassified 0.00% 1,593
All registered funds 26.33% 20,145,708
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 68 Exempt adviser 2 Adviser 3 Bank 13 Insurer 1 Broker-dealer 1 Benefit plan 1 Non-US 3 Holding company 6 Unknown 38
Showing 100 of 141
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
FMR LLC $113,202,510 21.62% 10,990,535
RTW INVESTMENTS, LP $66,146,785 12.63% 6,422,018
BlackRock, Inc. $51,181,109 9.78% 4,969,040
STATE STREET CORP $36,563,176 6.98% 3,549,823
ACORN CAPITAL ADVISORS, LLC $36,028,864 6.88% 3,497,948
Portolan Capital Management, LLC $35,951,099 6.87% 3,490,398
Saturn V Capital Management LP $34,027,965 6.50% 3,303,686
VANGUARD CAPITAL MANAGEMENT LLC $27,748,612 5.30% 2,694,040
GEODE CAPITAL MANAGEMENT, LLC $16,181,515 3.09% 1,571,021
MILLENNIUM MANAGEMENT LLC $11,267,221 2.15% 1,093,905
Halter Ferguson Financial Inc. $7,956,348 1.52% 772,461
NORTHERN TRUST CORP $5,072,388 0.97% 492,465
KENNEDY CAPITAL MANAGEMENT LLC $5,029,397 0.96% 488,291
VANGUARD PORTFOLIO MANAGEMENT LLC $4,502,645 0.86% 437,150
VANGUARD FIDUCIARY TRUST CO $4,244,722 0.81% 412,109
Sands Capital Alternatives, LLC $4,180,121 0.80% 405,837
GOLDMAN SACHS GROUP INC $3,143,724 0.60% 305,216
MARSHALL WACE, LLP $3,096,601 0.59% 300,641
BANK OF AMERICA CORP /DE/ $2,873,123 0.55% 278,944
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,347,771 0.45% 227,939
WELLINGTON MANAGEMENT GROUP LLP $2,119,172 0.40% 205,745
Tanager Wealth Management LLP $2,068,947 0.40% 198,175
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $2,054,376 0.39% 199,454
Bank of New York Mellon Corp $1,974,519 0.38% 191,701
UBS Group AG $1,743,491 0.33% 169,271
JANE STREET GROUP, LLC $1,561,480 0.30% 151,600
CITADEL ADVISORS LLC $1,503,964 0.29% 146,016
Nuveen, LLC $1,472,672 0.28% 142,978
Point72 Asset Management, L.P. $1,330,584 0.25% 129,183
MORGAN STANLEY $1,299,290 0.25% 126,145
COMMONWEALTH EQUITY SERVICES, LLC $1,193,512 0.23% 115,875
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,175,230 0.22% 114,100
D. E. Shaw & Co., Inc. $1,122,009 0.21% 108,933
Jump Financial, LLC $1,100,451 0.21% 106,840
Trexquant Investment LP $1,043,565 0.20% 101,317
Ghisallo Capital Management LLC $1,030,000 0.20% 100,000
Kynam Capital Management, LP $996,432 0.19% 96,741
Tema ETFs LLC $919,732 0.18% 88,097
CITIGROUP INC $880,752 0.17% 85,510
RHUMBLINE ADVISERS $803,863 0.15% 78,045
Squarepoint Ops LLC $774,673 0.15% 75,211
ALPS ADVISORS INC $765,938 0.15% 74,363
Balyasny Asset Management L.P. $756,998 0.14% 73,495
HB Wealth Management, LLC $694,178 0.13% 67,396
Torrey Growth & Income Advisors $684,496 0.13% 66,456
Creative Planning $670,405 0.13% 65,088
DEUTSCHE BANK AG\ $648,291 0.12% 62,941
CITADEL ADVISORS LLC $636,540 0.12% 61,800
COOKSON PEIRCE & CO INC $618,000 0.12% 60,000
Fisher Asset Management, LLC $595,340 0.11% 57,800
WELLS FARGO & COMPANY/MN $592,250 0.11% 57,500
Rafferty Asset Management, LLC $579,478 0.11% 56,260
Lido Advisors, LLC $562,895 0.11% 54,650
Belpointe Asset Management LLC $543,613 0.10% 52,778
PRICE T ROWE ASSOCIATES INC /MD/ $543,139 0.10% 52,732
MARTINGALE ASSET MANAGEMENT L P $525,135 0.10% 50,984
Militia Capital Management LLC $516,030 0.10% 50,100
MERCER GLOBAL ADVISORS INC /ADV $506,286 0.10% 49,154
Birchview Capital, LP $491,886 0.09% 47,756
CITADEL ADVISORS LLC $454,230 0.09% 44,100
CARY STREET PARTNERS FINANCIAL LLC $443,930 0.08% 43,100
SEI INVESTMENTS CO $441,973 0.08% 42,910
AMERICAN CENTURY COMPANIES INC $439,212 0.08% 42,642
RAYMOND JAMES FINANCIAL INC $431,899 0.08% 41,932
ALLIANCEBERNSTEIN L.P. $421,476 0.08% 40,920
Walleye Capital LLC $419,107 0.08% 40,690
BARCLAYS PLC $406,231 0.08% 39,440
LPL Financial LLC $404,038 0.08% 39,227
Virtus Investment Advisers, LLC $393,707 0.08% 38,224
MetLife Investment Management, LLC $391,091 0.07% 37,970
Invesco Ltd. $388,441 0.07% 37,713
WINTON GROUP Ltd $384,190 0.07% 37,300
AlphaCentric Advisors LLC $377,834 0.07% 36,683
Vanguard Global Advisers, LLC $373,004 0.07% 36,214
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $367,915 0.07% 35,720
TWO SIGMA INVESTMENTS, LP $337,129 0.06% 32,731
JPMORGAN CHASE & CO $336,129 0.06% 32,634
Janney Montgomery Scott LLC $324,161 0.06% 31,472
AXQ CAPITAL, LP $324,038 0.06% 31,460
Jain Global LLC $301,213 0.06% 29,244
Mitsubishi UFJ Asset Management Co., Ltd. $301,130 0.06% 29,236
Virtu Financial LLC $298,669 0.06% 28,997
PROFUND ADVISORS LLC $295,373 0.06% 28,677
Brevan Howard Capital Management LP $286,226 0.05% 27,789
LETKO, BROSSEAU & ASSOCIATES INC $258,015 0.05% 25,050
Hudson Bay Capital Management LP $257,500 0.05% 25,000
JANE STREET GROUP, LLC $245,140 0.05% 23,800
AQR CAPITAL MANAGEMENT LLC $210,292 0.04% 20,417
SUSQUEHANNA INTERNATIONAL GROUP, LLP $202,910 0.04% 19,700
Police & Firemen's Retirement System of New Jersey $192,527 0.04% 18,692
Quadrature Capital Ltd $187,233 0.04% 18,178
Schonfeld Strategic Advisors LLC $179,971 0.03% 17,473
MANUFACTURERS LIFE INSURANCE COMPANY, THE $175,141 0.03% 17,004
XTX Topco Ltd $172,277 0.03% 16,726
Russell Investments Group, Ltd. $164,871 0.03% 16,007
Stratos Wealth Advisors, LLC $164,800 0.03% 16,000
MONETA GROUP INVESTMENT ADVISORS LLC $149,607 0.03% 14,525
NEW YORK STATE COMMON RETIREMENT FUND $147,290 0.03% 14,300
DRW Securities, LLC $147,001 0.03% 14,272
VOYA INVESTMENT MANAGEMENT LLC $129,800 0.02% 12,602

Showing the top 100 of 141 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1841387 CUSIP 137404109 13F (30d) 7 filings 7 filers Visit website Investor relations