Casa Systems, Inc.

OTCPK:CASS.Q Stock Report

Market Cap: US$867.2k

Casa Systems Ownership

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

Recent Insider Transactions

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 CASS.Q?
Owner TypeNumber of SharesOwnership Percentage
Private Companies3,627,1193.66%
Institutions10,121,97010.2%
Individual Insiders18,713,05818.9%
General Public23,199,37123.4%
VC/PE Firms43,447,48043.8%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.5%.

Top Shareholders

Top 25 shareholders own 76.07% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
34.4%
Summit Partners, L.P.
34,124,480US$298.6k0%0.01%
12%
Jerry Guo
11,883,258US$104.0k0%no data
9.41%
Verizon Ventures
9,323,000US$81.6k0%0.46%
3.62%
Dragonfly 2012 Irrevocable Trust
3,584,657US$31.4k0%no data
2.65%
Lucy Xie
2,629,437US$23.0k0%no data
2.56%
Weidong Chen
2,537,046US$22.2k0%no data
2.41%
The Vanguard Group, Inc.
2,391,609US$20.9k2.04%no data
2.39%
Columbia Management Investment Advisers, LLC
2,370,364US$20.7k-0.21%no data
2.21%
Westerly Capital Management LLC
2,195,000US$19.2k-39%0.01%
0.72%
William Styslinger
710,464US$6.2k0%no data
0.54%
BlackRock, Inc.
535,387US$4.7k-0.15%no data
0.51%
Renaissance Technologies LLC
505,800US$4.4k8.7%no data
0.36%
Geode Capital Management, LLC
352,703US$3.1k0%no data
0.28%
Edward Durkin
281,237US$2.5k17%no data
0.28%
Jacobs Levy Equity Management Inc
279,924US$2.4k-25.3%no data
0.25%
Benefit Street Partners L.L.C.
243,019US$2.1k0%no data
0.22%
Kennedy Capital Management LLC
222,314US$1.9k-37.4%no data
0.22%
Scott Bruckner
213,698US$1.9k0%no data
0.18%
Bridgeway Capital Management, LLC
178,000US$1.6k-21.9%no data
0.15%
D. E. Shaw & Co., L.P.
146,137US$1.3k0%no data
0.15%
State Street Global Advisors, Inc.
145,703US$1.3k0%no data
0.14%
Michael Hayashi
141,129US$1.2k0%no data
0.14%
Susana D’Emic
136,533US$1.2k0%no data
0.14%
Daniel Mead
134,105US$1.2k0%no data
0.13%
Concurrent Investment Advisors, LLC
125,000US$1.1k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/06/07 13:19
End of Day Share Price 2024/06/07 00:00
Earnings2023/09/30
Annual Earnings2022/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Casa Systems, Inc. is covered by 9 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.

AnalystInstitution
Mark KelleherD.A. Davidson & Co.
Samik ChatterjeeJ.P. Morgan
James KisnerLoop Capital Markets