CECONasdaqIndustrial & Commercial Fans & Blowers & Air Purifing EquipFiscal year ends December 31
CECO ENVIRONMENTAL CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$57.49+0.77 (+1.36%)
Close on Oct 19, 2026
- Market cap
- $2.49B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.0%
52M of 59M shares
Institutional holders
343
106 new, 24 sold out
Net institutional buying
21M
In Q2 2026
Insider trades, 12 months
3 buys · 4 sales
Net sold $7.68M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Abigail P. Johnson | 4,524,438 | 7.70% | 13G (passive) amendment | Jun 30, 2026 |
| Jason DeZwirek | 4,198,111 | 11.70% | 13D (active) amendment | Feb 23, 2026 |
| BlackRock, Inc. | 2,221,551 | 6.30% | 13G (passive) amendment | Jun 30, 2025 |
| FMR LLC | 2,174,632 | 6.20% | 13G (passive) amendment | Jun 30, 2025 |
| American Century Investment Management, Inc. | 2,038,312 | 5.70% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CECO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 4,524,438 | 7.72% | $410.55M | +2,195,550 | 0.02% |
| BlackRock, Inc. | 4,323,986 | 7.38% | $392.36M | +2,038,709 | 0.01% |
| Vanguard Capital Management LLC | 2,339,252 | 3.99% | $212.26M | +1,006,783 | 0.00% |
| Dimensional Fund Advisors LP | 2,185,315 | 3.73% | $198.29M | +1,282,024 | 0.04% |
| T. Rowe Price Investment Management, Inc. | 2,153,953 | 3.68% | $195.45K | +22,108 | 0.13% |
| American Century Companies Inc | 2,088,421 | 3.57% | $189.50M | +194,244 | 0.08% |
| Driehaus Capital Management LLC | 1,560,486 | 2.66% | $141.60M | +920,594 | 0.82% |
| Geode Capital Management, LLC | 1,460,389 | 2.49% | $132.54M | +604,256 | 0.01% |
| Divisadero Street Capital Management, LP | 1,329,817 | 2.27% | $120.67M | +1,142,217 | 2.73% |
| State Street Corp | 1,264,690 | 2.16% | $114.76M | +607,341 | 0.00% |
| Capital World Investors | 1,157,200 | 1.98% | $105.00M | +102,120 | 0.01% |
| Two Sigma Investments, LP | 1,013,412 | 1.73% | $91.96M | +53,714 | 0.07% |
| Needham Investment Management LLC | 957,500 | 1.63% | $86.88M | +570,000 | 2.61% |
| Jupiter Topco LLC | 949,904 | 1.62% | $86.19M | New | 0.04% |
| Royce & Associates LP | 842,317 | 1.44% | $76.43M | +14,536 | 0.62% |
| Price T Rowe Associates Inc /Md/ | 835,692 | 1.43% | $75.83K | +814,322 | 0.01% |
| Emerald Advisers, LLC | 736,784 | 1.26% | $66.86M | +213,767 | 1.57% |
| King Luther Capital Management Corp | 716,925 | 1.22% | $65.05M | −33,158 | 0.27% |
| Invesco Ltd. | 667,929 | 1.14% | $60.61M | +630,973 | 0.00% |
| Lord, Abbett & Co. LLC | 642,111 | 1.10% | $58.27K | +227,711 | 0.17% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 343 | 52M | 89.0% | 106 / 139 | 71 / 24 | 24M | 2M |
| Q1 2026 | 265 | 32M | 53.9% | 63 / 89 | 81 / 25 | 8M | 5M |
| Q4 2025 | 231 | 29M | 50.4% | 36 / 80 | 75 / 30 | 5M | 5M |
| Q3 2025 | 225 | 29M | 49.0% | 65 / 54 | 77 / 18 | 5M | 6M |
| Q2 2025 | 179 | 30M | 50.5% | 28 / 65 | 53 / 17 | 3M | 3M |
| Q1 2025 | 171 | 30M | 50.8% | 25 / 46 | 63 / 29 | 4M | 3M |
| Q4 2024 | 176 | 29M | 49.1% | 26 / 54 | 63 / 22 | 5M | 3M |
| Q3 2024 | 174 | 27M | 45.5% | 21 / 53 | 66 / 23 | 6M | 3M |
| Q2 2024 | 177 | 26M | 44.2% | 35 / 56 | 62 / 31 | 6M | 5M |
| Q1 2024 | 174 | 25M | 42.1% | 30 / 52 | 64 / 10 | 2M | 2M |
| Q4 2023 | 156 | 24M | 41.6% | 29 / 43 | 56 / 19 | 4M | 3M |
| Q3 2023 | 147 | 24M | 40.5% | 26 / 34 | 55 / 23 | 4M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CECO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,676,467 | 2.86% | $152.12M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,354,885 | 2.31% | $122.94M | 0.15% | Jun 30, 2026 |
| Small Cap Growth Fund | 1,295,261 | 2.21% | $85.34M | 1.53% | Jul 31, 2026 |
| VIP Mid Cap Portfolio | 1,155,300 | 1.97% | $104.83M | 1.10% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 1,126,775 | 1.92% | $102.24M | 0.11% | Jun 30, 2026 |
| Needham Aggressive Growth Fund | 917,500 | 1.57% | $83.25M | 3.19% | Jun 30, 2026 |
| Janus Henderson Venture Fund | 746,022 | 1.27% | $67.69M | 1.87% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 645,352 | 1.10% | $58.56M | 0.63% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 608,863 | 1.04% | $55.25M | 0.06% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 584,366 | 1.00% | $38.50M | 0.52% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 577,020 | 0.99% | $38.02M | 0.11% | Jul 31, 2026 |
| Fidelity Mid-Cap Stock Fund | 567,113 | 0.97% | $37.37M | 0.42% | Jul 31, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 488,300 | 0.83% | $44.31M | 0.30% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 487,280 | 0.83% | $44.22M | 0.29% | Jun 30, 2026 |
| Fidelity Small Cap Value Fund | 420,991 | 0.72% | $27.74M | 0.51% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Todd R. Gleason | Chief Executive Officer, Director | 452,464 | 0.77% | Apr 2, 2026 |
| Peter K. Johansson | SVP, Chief Financial Officer | 37,832 | 0.06% | Aug 18, 2026 |
| Candace Harris-Peterson | Chief Human Resources Officer | 21,101 | 0.04% | Jul 17, 2026 |
| Kiril Kovachev | Chief Accounting Officer | 15,801 | 0.03% | Jul 7, 2026 |
| Alyson Noel Gregory | General Counsel | 23,019 | 0.04% | Apr 2, 2026 |
| Sam Weston Henderson | See Remarks. | 10,000 | 0.02% | Jan 12, 2026 |
| Joycelynn Watkins-Asiyanbi | See Remarks. | 73,178 | 0.12% | Jun 30, 2025 |
| Jason Dezwirek | Director | 4,138,626 | 7.07% | Jun 26, 2026 |
| Marcus J. George | Director | 36,690 | 0.06% | Jun 3, 2026 |
| Robert E. Knowling Jr | Director | 13,077 | 0.02% | Jun 3, 2026 |
| Valerie Gentile Sachs | Director | 105,334 | 0.18% | Jun 3, 2026 |
| Victor L. Richey Jr | Director | 6,378 | 0.01% | Jun 3, 2026 |
| Laurie Siegel | Director | 22,133 | 0.04% | Jun 3, 2026 |
| Munish Nanda | Director | 64,246 | 0.11% | Jun 3, 2026 |
| Claudio A. Mannarino | Director | 78,697 | 0.13% | Jun 3, 2026 |
| Richard F. Wallman | Director | 338,852 | 0.58% | Jun 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Peter K. Johansson SVP, Chief Financial Officer | Aug 15, 2026 | Tax withholding | −2,914 | $79.59 | $231.93K | 37,832 |
| Candace Harris-Peterson Chief Human Resources Officer | Jul 15, 2026 | Tax withholding | −890 | $79.03 | $70.34K | 21,101 |
| Kiril Kovachev Chief Accounting Officer | Jul 5, 2026 | Tax withholding | −460 | $82.15 | $37.79K | 15,801 |
| Jason Dezwirek Director | Jun 25, 2026 | Sale | −34,000 | $97.28 | $3.31M | 132,000 |
| Jason Dezwirek Director | Jun 24, 2026 | Sale | −34,000 | $96.61 | $3.28M | 166,000 |
| Peter K. Johansson SVP, Chief Financial Officer | Jun 24, 2026 | Sale | −30,000 | $96.49 | $2.89M | 40,746 |
| Candace Harris-Peterson Chief Human Resources Officer | Jun 8, 2026 | Award | +3,105 | – | – | 21,991 |
| Victor L. Richey Jr Director | Jun 1, 2026 | Award | +6,378 | – | – | 6,378 |
| Valerie Gentile Sachs Director | Jun 1, 2026 | Award | +3,190 | – | – | 105,334 |
| Marcus J. George Director | Jun 1, 2026 | Award | +36,690 | – | – | 36,690 |
| Marcus J. George Director | Jun 1, 2026 | Award | +2,215 | – | – | 38,905 |
| Richard F. Wallman Director | Jun 1, 2026 | Award | +3,443 | – | – | 233,352 |
| Richard F. Wallman Director | Jun 1, 2026 | Buy | +20,000 | $76.85 | $1.54M | 105,500 |
| Munish Nanda Director | Jun 1, 2026 | Award | +2,215 | – | – | 64,246 |
| Candace Harris-Peterson Chief Human Resources Officer | Jun 1, 2026 | Award | +6,313 | – | – | 12,181 |
| Candace Harris-Peterson Chief Human Resources Officer | Jun 1, 2026 | Award | +3,133 | – | – | 3,133 |
| Candace Harris-Peterson Chief Human Resources Officer | Jun 1, 2026 | Award | +1,401 | – | – | 13,582 |
| Candace Harris-Peterson Chief Human Resources Officer | Jun 1, 2026 | Award | +4,679 | – | – | 18,261 |
| Candace Harris-Peterson Chief Human Resources Officer | Jun 1, 2026 | Award | +625 | – | – | 18,886 |
| Candace Harris-Peterson Chief Human Resources Officer | Jun 1, 2026 | Award | +2,735 | – | – | 5,868 |
| Claudio A. Mannarino Director | Jun 1, 2026 | Award | +1,108 | – | – | 78,697 |
| Robert E. Knowling Jr Director | Jun 1, 2026 | Award | +2,215 | – | – | 13,077 |
| Laurie Siegel Director | Jun 1, 2026 | Award | +2,215 | – | – | 22,133 |
| Jason Dezwirek Director | Jun 1, 2026 | Award | +2,215 | – | – | 1,236,080 |
| Munish Nanda Director | May 1, 2026 | Sale | −11,218 | $74.00 | $830.13K | 62,031 |
| Richard F. Wallman Director | Apr 29, 2026 | Buy | +5,000 | $73.80 | $369.00K | 85,500 |
| Richard F. Wallman Director | Apr 29, 2026 | Buy | +10,000 | $73.25 | $732.50K | 229,909 |
| Todd R. Gleason Chief Executive Officer, Director | Mar 31, 2026 | Tax withholding | −2,110 | $59.58 | $125.71K | 450,688 |
| Peter K. Johansson SVP, Chief Financial Officer | Mar 31, 2026 | Tax withholding | −653 | $59.58 | $38.91K | 70,726 |
| Alyson Noel Gregory General Counsel | Mar 31, 2026 | Tax withholding | −175 | $59.58 | $10.43K | 23,019 |
| Alyson Noel Gregory General Counsel | Mar 17, 2026 | Tax withholding | −139 | $57.06 | $7.93K | 23,194 |
| Kiril Kovachev Chief Accounting Officer | Mar 17, 2026 | Tax withholding | −346 | $57.06 | $19.74K | 16,261 |
| Peter K. Johansson SVP, Chief Financial Officer | Mar 17, 2026 | Tax withholding | −1,570 | $57.06 | $89.58K | 71,379 |
| Alyson Noel Gregory General Counsel | Mar 16, 2026 | Award | +3,155 | – | – | 23,333 |
| Kiril Kovachev Chief Accounting Officer | Mar 16, 2026 | Award | +1,753 | – | – | 16,607 |
| Peter K. Johansson SVP, Chief Financial Officer | Mar 16, 2026 | Award | +3,944 | – | – | 72,949 |
| Alyson Noel Gregory General Counsel | Mar 15, 2026 | Tax withholding | −150 | $54.50 | $8.18K | 20,178 |
| Kiril Kovachev Chief Accounting Officer | Mar 15, 2026 | Tax withholding | −380 | $54.50 | $20.71K | 14,854 |
| Peter K. Johansson SVP, Chief Financial Officer | Mar 15, 2026 | Award | +16,083 | – | – | 75,703 |
| Peter K. Johansson SVP, Chief Financial Officer | Mar 15, 2026 | Tax withholding | −4,967 | $54.85 | $272.44K | 70,736 |
| Peter K. Johansson SVP, Chief Financial Officer | Mar 15, 2026 | Tax withholding | −1,731 | $54.50 | $94.34K | 69,005 |
| Todd R. Gleason Chief Executive Officer, Director | Mar 15, 2026 | Tax withholding | −29,535 | $54.85 | $1.62M | 452,798 |
| Todd R. Gleason Chief Executive Officer, Director | Mar 15, 2026 | Award | +75,055 | – | – | 482,333 |
| Alyson Noel Gregory General Counsel | Mar 7, 2026 | Tax withholding | −287 | $52.53 | $15.08K | 20,328 |
| Todd R. Gleason Chief Executive Officer, Director | Mar 7, 2026 | Tax withholding | −3,557 | $52.53 | $186.85K | 407,278 |
| Alyson Noel Gregory General Counsel | Jan 15, 2026 | Award | +8,465 | – | – | 20,615 |
| Todd R. Gleason Chief Executive Officer, Director | Sep 22, 2025 | Sale | −98,101 | $50.45 | $4.95M | 410,835 |
| Todd R. Gleason Chief Executive Officer, Director | Sep 22, 2025 | Option exercise | +98,101 | $12.72 | $1.25M | 508,936 |
| Todd R. Gleason Chief Executive Officer, Director | Sep 19, 2025 | Sale | −16,199 | $50.38 | $816.11K | 411,535 |
| Todd R. Gleason Chief Executive Officer, Director | Sep 19, 2025 | Sale | −700 | $51.15 | $35.81K | 410,835 |
| Todd R. Gleason Chief Executive Officer, Director | Sep 19, 2025 | Sale | −85,000 | $49.10 | $4.17M | 427,734 |
| Todd R. Gleason Chief Executive Officer, Director | Sep 19, 2025 | Option exercise | +101,899 | $12.72 | $1.30M | 512,734 |
| Todd R. Gleason Chief Executive Officer, Director | Sep 18, 2025 | Option exercise | +100,000 | $12.72 | $1.27M | 510,835 |
| Todd R. Gleason Chief Executive Officer, Director | Sep 18, 2025 | Sale | −100,000 | $51.30 | $5.13M | 410,835 |
| Richard F. Wallman Director | Sep 5, 2025 | Buy | +3,000 | $46.93 | $140.79K | 80,500 |
| Richard F. Wallman Director | Aug 29, 2025 | Buy | +1,500 | $44.25 | $66.38K | 77,500 |
| Richard F. Wallman Director | Aug 29, 2025 | Buy | +3,000 | $44.25 | $132.75K | 219,909 |
| Peter K. Johansson SVP, Chief Financial Officer | Aug 15, 2025 | Tax withholding | −2,302 | $44.61 | $102.69K | 59,620 |
| Jason Dezwirek Director | Jul 31, 2025 | Sale | −19,617 | $43.79 | $859.03K | 210,383 |
| Jason Dezwirek Director | Jul 31, 2025 | Sale | −10,383 | $43.07 | $447.20K | 200,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Peter K. Johansson Officer | Jun 24, 2026 | 30,000 | $2.89M | Jun 24, 2026 | Restricted Stock Vesting |
| Munish Nanda Director | May 1, 2026 | 11,218 | $830.15K | May 1, 2026 | Restricted Stock Vesting |
| Todd R. Gleason Officer, Director | Sep 22, 2025 | 98,101 | $4.95M | Sep 22, 2025 | Option Granted 07/06/2020 |
| Todd R. Gleason Officer, Director | Sep 19, 2025 | 101,899 | $5.03M | Sep 19, 2025 | Options Granted - 07/06/2020 |
| Todd R. Gleason Officer, Director | Sep 18, 2025 | 100,000 | $5.13M | Sep 18, 2025 | Option Granted - 07/06/2020 |
| Peter K. Johansson Officer | Mar 31, 2025 | 22,500 | $512.93K | Mar 31, 2025 | ESPP Purchase |
| Todd R. Gleason Officer | Dec 21, 2023 | 14,500 | $306.09K | Dec 21, 2023 | RESTRICTED STOCK |