Caffyns Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

LSE:CFYN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
10 Apr 24	BuyUK£5,371	Simon Graham Caffyn	Individual		1,211	UK£4.43
10 Apr 24	SellUK£5,341	Simon Graham Caffyn	Individual		1,211	UK£4.41

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CFYN?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	0	0%
Employee Share Scheme	125,570	4.61%
General Public	771,463	28.3%
Institutions	809,788	29.7%
Individual Insiders	1,019,990	37.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 70.57% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
20.2%	Andrew Perloff	550,000	UK£2.5m	0%	no data
7.54%	Charles Stanley & Co. Ltd, Asset Management Arm	205,515	UK£924.8k	-1.93%	0.01%
6.34%	HSBC Global Asset Management (UK) Limited	172,965	UK£778.3k	0%	no data
4.61%	Caffyns Pension Fund	125,570	UK£565.1k	0%	no data
4.39%	First Equity Ltd, Asset Management Arm	119,800	UK£539.1k	4.17%	0.68%
3.84%	Kathleen Caffyn	104,804	UK£471.6k	0%	no data
3.8%	Michael Caffyn	103,495	UK£465.7k	0%	no data
3.07%	Robert James Caffyn	83,788	UK£377.0k	0%	no data
2.87%	Simon Graham Caffyn	78,199	UK£351.9k	0%	no data
2.75%	University of Sussex, Endowment Arm	75,000	UK£337.5k	0%	no data
2.72%	Sarah Caffyn	74,275	UK£334.2k	0%	no data
2.04%	Investec Wealth & Investment Limited	55,600	UK£250.2k	0%	no data
1.17%	Barclays Bank PLC, Wealth and Investment Management Division	31,798	UK£143.1k	6%	no data
0.87%	HBOS Investment Fund Managers Limited	23,747	UK£106.9k	0.1%	no data
0.71%	Canaccord Genuity Wealth (International) Ltd.	19,282	UK£86.8k	0%	no data
0.62%	JM Finn & Co Ltd.	16,972	UK£76.4k	-40.9%	no data
0.5%	James Brearley & Sons Ltd.	13,750	UK£61.9k	0%	0.03%
0.47%	Integrated Financial Arrangements plc, Asset Management Arm	12,862	UK£57.9k	1,030%	no data
0.39%	James Sharp & Co., Asset Management Arm	10,683	UK£48.1k	-8.17%	0.01%
0.33%	Charles Schwab Investment Management, Inc.	9,000	UK£40.5k	0%	no data
0.3%	Brewin Dolphin Limited	8,085	UK£36.4k	0%	no data
0.29%	Michael Warren	8,036	UK£36.2k	0%	no data
0.29%	Close Asset Management Limited	8,035	UK£36.2k	70.8%	no data
0.28%	Richard Wright	7,500	UK£33.8k	0%	no data
0.2%	London Wealth Management Limited	5,510	UK£24.8k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 18:26
End of Day Share Price	2024/12/19 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Caffyns plc is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution