BJs RESTAURANTS INC (BJRI) shareholders
BJRINasdaqRetail-Eating PlacesFiscal year ends January 3
Financials through Q3 FY2026, quarter ended Sep 29, 2026Last filing: 10-Q on Nov 6, 2026Score 15/3012% below fair value
$55.77+0.88 (+1.60%)
Close on Nov 13, 2026Market cap $1.19BP/E 26.7Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
99.2%
21M of 21M shares
Institutional holders
195
37 new, 32 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
7 buys · 20 sales
Net sold $8.22M
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 3,107,792 | 14.00% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Portfolio Management | 1,627,924 | 7.65% | 13G (passive) amendment | Sep 30, 2026 |
| Vanguard Capital Management | 1,095,704 | 5.15% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BJRI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,293,088 | 15.48% | $200.01M | +201,896 | 0.00% |
| Vanguard Portfolio Management LLC | 1,827,770 | 8.59% | $111.01M | −104,983 | 0.01% |
| Dimensional Fund Advisors LP | 1,103,155 | 5.19% | $67.00M | −11,530 | 0.01% |
| American Century Companies Inc | 1,031,478 | 4.85% | $62.65M | +88,632 | 0.03% |
| Vanguard Capital Management LLC | 892,546 | 4.20% | $54.21M | +4,818 | 0.00% |
| State Street Corp | 797,912 | 3.75% | $48.46M | +26,688 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 758,639 | 3.57% | $46.08M | −96,461 | 0.02% |
| Neuberger Berman Group LLC | 651,220 | 3.06% | $39.55M | −160,854 | 0.03% |
| Geode Capital Management, LLC | 526,109 | 2.47% | $31.96M | +25,278 | 0.00% |
| Woodline Partners LP | 519,512 | 2.44% | $31.55M | −463,768 | 0.10% |
| Emerald Advisers, LLC | 513,574 | 2.41% | $31.19M | −17,425 | 0.73% |
| Marshall Wace, Llp | 513,427 | 2.41% | $31.18M | +466,485 | 0.02% |
| FMR LLC | 424,684 | 2.00% | $25.79M | +420,352 | 0.00% |
| Millennium Management LLC | 421,429 | 1.98% | $25.60M | +300,798 | 0.01% |
| Charles Schwab Investment Management Inc | 375,073 | 1.76% | $22.78M | −23,240 | 0.00% |
| Morgan Stanley | 361,313 | 1.70% | $21.94M | −89,625 | 0.00% |
| Goldman Sachs Group Inc | 359,194 | 1.69% | $21.82M | +221,559 | 0.00% |
| Raymond James Financial Inc | 351,077 | 1.65% | $21.32M | −16,723 | 0.01% |
| Cramer Rosenthal McGlynn LLC | 348,656 | 1.64% | $21.18M | −244,409 | 1.07% |
| Emerald Mutual Fund Advisers Trust | 322,573 | 1.52% | $19.59M | – | 0.69% |
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 | 195 | 21M | 99.2% | 37 / 63 | 67 / 32 | 4M | 3M |
| Q1 2026 | 192 | 20M | 95.4% | 39 / 72 | 49 / 27 | 5M | 3M |
| Q4 2025 | 184 | 22M | 100.0% | 39 / 45 | 80 / 31 | 3M | 6M |
| Q3 2025 | 179 | 24M | 100.0% | 42 / 56 | 60 / 49 | 6M | 3M |
| Q2 2025 | 187 | 21M | 100.0% | 47 / 62 | 57 / 24 | 5M | 5M |
| Q1 2025 | 165 | 21M | 100.0% | 32 / 43 | 66 / 16 | 3M | 2M |
| Q4 2024 | 150 | 21M | 98.5% | 16 / 47 | 57 / 32 | 2M | 2M |
| Q3 2024 | 169 | 21M | 99.2% | 30 / 48 | 63 / 27 | 6M | 4M |
| Q2 2024 | 167 | 22M | 100.0% | 27 / 53 | 67 / 25 | 1M | 2M |
| Q1 2024 | 167 | 23M | 100.0% | 28 / 36 | 74 / 21 | 3M | 3M |
| Q4 2023 | 161 | 24M | 100.0% | 26 / 51 | 68 / 30 | 4M | 3M |
| Q3 2023 | 166 | 22M | 100.0% | 28 / 52 | 61 / 20 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
242 funds held BJRI in Q2 2026, 50% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BJRI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,266,483 | 5.95% | $76.92M | 0.07% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 841,704 | 3.96% | $39.60M | 0.15% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 630,779 | 2.97% | $38.31M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 504,533 | 2.37% | $30.64M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 457,458 | 2.15% | $27.78M | 0.01% | Jun 30, 2026 |
| VIP Mid Cap Portfolio | 339,000 | 1.59% | $20.59M | 0.22% | Jun 30, 2026 |
| Vanguard Explorer Fund | 310,726 | 1.46% | $21.01M | 0.09% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 241,406 | 1.13% | $14.66M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 211,002 | 0.99% | $14.27M | 0.04% | Jul 31, 2026 |
| Emerald Growth Fund | 198,537 | 0.93% | $7.62M | 0.54% | Apr 30, 2026 |
| Emerald Growth Fund | 198,537 | 0.93% | $13.42M | 0.91% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 192,858 | 0.91% | $11.71M | 0.07% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 173,105 | 0.81% | $11.70M | 0.07% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 172,374 | 0.81% | $10.47M | 0.09% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 162,383 | 0.76% | $10.98M | 0.08% | 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 |
|---|---|---|---|---|
| Lyle Tick | CEO & President | 35,087 | 0.16% | Oct 16, 2026 |
| Kendra D. Miller | EVP & General Counsel | 25,621 | 0.12% | Aug 7, 2026 |
| Gregory S. Lynds | EVP & Chief Dev. Officer | 25,280 | 0.12% | Aug 7, 2026 |
| Birju Prakash Amin | EVP & Chief Technology Officer | 3,010 | 0.01% | Jul 17, 2026 |
| Thomas Michael Kowalski | Chief Supply Chain Officer | 8,066 | 0.04% | Jul 17, 2026 |
| Ashley Allison Van | Sr. Vice President Accounting | 2,580 | 0.01% | Jul 17, 2026 |
| Jennifer Anne Jaffe | EVP & Chief People Officer | 10,611 | 0.05% | Jul 17, 2026 |
| Monika Saxena | EVP & Brand President | 4,300 | 0.02% | Jul 17, 2026 |
| Brian S. Krakower | EVP & Chief Info. Officer | 12,062 | 0.06% | Jun 22, 2026 |
| Heidi Rogers | SVP & Chief Marketing Officer | 9,265 | 0.04% | Jun 15, 2026 |
| Alex Puchner | Sr. Vice President Brewing Ops | 18,676 | 0.09% | Feb 19, 2026 |
| Christopher P. Pinsak | EVP & Chief Operating Officer | 17,976 | 0.08% | Feb 19, 2026 |
| Joshua Todd Wilson | EVP & Chief Financial Officer | 12,789 | 0.06% | Jan 20, 2026 |
| Thomas Houdek | CFO | 18,470 | 0.09% | Sep 12, 2025 |
| Jacob Guild | Sr VP & CAO | 3,803 | 0.02% | Sep 10, 2025 |
| William J. Atkins | Interim Prin. Fin. Officer | 0 | – | Jul 28, 2025 |
| Amy B. Krallman | EVP & Chief People Officer | 11,678 | 0.05% | Jan 16, 2025 |
| Putnam Shin | Chief Growth & Innovation | 15,158 | 0.07% | Jan 16, 2025 |
| James D. White | Director | 2,326 | 0.01% | Oct 16, 2026 |
| Christopher W. Brandt | Director | 2,326 | 0.01% | Oct 16, 2026 |
| C. Bradford Richmond | Director | 39,455 | 0.19% | Sep 3, 2026 |
| Noah A. Elbogen | Director | 71,655 | 0.34% | Aug 12, 2026 |
| Lea Anne Ottinger | Director | 39,701 | 0.19% | Jun 22, 2026 |
| Janet Sherlock | Director | 26,199 | 0.12% | Jun 22, 2026 |
| Pozzo James Dal | Director | 3,116,158 | 14.65% | Jun 22, 2026 |
| Julius Robinson | Director | 17,838 | 0.08% | Jun 22, 2026 |
| Bina Chaurasia | Director | 20,999 | 0.10% | Jun 22, 2026 |
| Greg Trojan | Director | 22,643 | 0.11% | Jun 20, 2025 |
| Funds Master Fund LP PLP | 10% owner | 2,266,896 | 10.66% | Apr 28, 2025 |
| Fund 1 Investments, LLC | 10% owner | – | – | Apr 28, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lyle Tick CEO & President | Oct 15, 2026 | Tax withholding | −1,488 | $60.22 | $89.61K | 35,087 |
| James D. White Director | Oct 15, 2026 | Award | +2,326 | – | – | 2,326 |
| Christopher W. Brandt Director | Oct 15, 2026 | Award | +2,326 | – | – | 2,326 |
| C. Bradford Richmond Director | Sep 3, 2026 | Buy | +500 | $59.50 | $29.75K | 36,500 |
| C. Bradford Richmond Director | Sep 2, 2026 | Buy | +500 | $61.05 | $30.53K | 36,000 |
| C. Bradford Richmond Director | Aug 31, 2026 | Buy | +753 | $63.25 | $47.63K | 35,500 |
| Noah A. Elbogen Director | Aug 10, 2026 | Sale | −7,535 | $70.14 | $528.50K | 71,655 |
| C. Bradford Richmond Director | Aug 7, 2026 | Gift | +16,047 | – | – | 34,747 |
| C. Bradford Richmond Director | Aug 7, 2026 | Gift | −16,047 | – | – | 2,955 |
| Kendra D. Miller EVP & General Counsel | Aug 7, 2026 | Sale | −2,978 | $69.80 | $207.86K | 25,621 |
| Gregory S. Lynds EVP & Chief Dev. Officer | Aug 6, 2026 | Sale | −21,704 | $68.81 | $1.49M | 24,770 |
| Kendra D. Miller EVP & General Counsel | Aug 6, 2026 | Option exercise | +4,556 | $46.91 | $213.72K | 37,926 |
| Kendra D. Miller EVP & General Counsel | Aug 6, 2026 | Option exercise | +4,771 | $53.22 | $253.91K | 33,370 |
| Kendra D. Miller EVP & General Counsel | Aug 6, 2026 | Sale | −10,217 | $69.31 | $708.14K | 28,599 |
| Kendra D. Miller EVP & General Counsel | Aug 6, 2026 | Option exercise | +890 | $34.28 | $30.51K | 38,816 |
| Gregory S. Lynds EVP & Chief Dev. Officer | Aug 3, 2026 | Option exercise | +7,163 | $38.90 | $278.64K | 58,408 |
| Gregory S. Lynds EVP & Chief Dev. Officer | Aug 3, 2026 | Option exercise | +4,556 | $46.91 | $213.72K | 62,964 |
| Gregory S. Lynds EVP & Chief Dev. Officer | Aug 3, 2026 | Option exercise | +4,771 | $53.22 | $253.91K | 51,245 |
| Gregory S. Lynds EVP & Chief Dev. Officer | Aug 3, 2026 | Sale | −25,350 | $67.47 | $1.71M | 46,474 |
| Gregory S. Lynds EVP & Chief Dev. Officer | Aug 3, 2026 | Option exercise | +4,315 | $32.27 | $139.25K | 67,279 |
| Gregory S. Lynds EVP & Chief Dev. Officer | Aug 3, 2026 | Option exercise | +4,545 | $31.34 | $142.44K | 71,824 |
| Lyle Tick CEO & President | Jul 28, 2026 | Award | +7,558 | – | – | 39,888 |
| Lyle Tick CEO & President | Jul 28, 2026 | Tax withholding | −3,313 | $68.95 | $228.43K | 36,575 |
| Monika Saxena EVP & Brand President | Jul 15, 2026 | Award | +4,300 | – | – | 4,300 |
| Birju Prakash Amin EVP & Chief Technology Officer | Jul 15, 2026 | Award | +3,010 | – | – | 3,010 |
| Ashley Allison Van Sr. Vice President Accounting | Jul 15, 2026 | Award | +2,580 | – | – | 2,580 |
| Thomas Michael Kowalski Chief Supply Chain Officer | Jul 15, 2026 | Tax withholding | −460 | $60.60 | $27.88K | 8,066 |
| Jennifer Anne Jaffe EVP & Chief People Officer | Jul 15, 2026 | Tax withholding | −903 | $60.60 | $54.72K | 10,611 |
| Julius Robinson Director | Jun 18, 2026 | Award | +2,955 | – | – | 17,838 |
| C. Bradford Richmond Director | Jun 18, 2026 | Award | +2,955 | – | – | 37,702 |
| Lea Anne Ottinger Director | Jun 18, 2026 | Sale | −2,792 | $53.50 | $149.37K | 39,701 |
| Lea Anne Ottinger Director | Jun 18, 2026 | Award | +4,433 | – | – | 44,134 |
| Lea Anne Ottinger Director | Jun 18, 2026 | Option exercise | +4,153 | $35.95 | $149.30K | 42,493 |
| Noah A. Elbogen Director | Jun 18, 2026 | Option exercise | +4,652 | $37.70 | $175.38K | 80,887 |
| Noah A. Elbogen Director | Jun 18, 2026 | Sale | −4,652 | $54.00 | $251.21K | 76,235 |
| Noah A. Elbogen Director | Jun 18, 2026 | Award | +2,955 | – | – | 79,190 |
| Brian S. Krakower EVP & Chief Info. Officer | Jun 18, 2026 | Option exercise | +890 | $34.28 | $30.51K | 12,062 |
| Brian S. Krakower EVP & Chief Info. Officer | Jun 18, 2026 | Option exercise | +3,300 | $38.90 | $128.37K | 11,172 |
| Brian S. Krakower EVP & Chief Info. Officer | Jun 18, 2026 | Option exercise | +3,151 | $37.70 | $118.79K | 7,872 |
| Brian S. Krakower EVP & Chief Info. Officer | Jun 18, 2026 | Sale | −7,341 | $55.17 | $405.00K | 4,721 |
| Janet Sherlock Director | Jun 18, 2026 | Award | +2,955 | – | – | 26,199 |
| Pozzo James Dal Director | Jun 18, 2026 | Award | +2,955 | – | – | 30,092 |
| Bina Chaurasia Director | Jun 18, 2026 | Award | +2,955 | – | – | 20,999 |
| Kendra D. Miller EVP & General Counsel | Jun 18, 2026 | Sale | −14,716 | $55.60 | $818.21K | 33,144 |
| Kendra D. Miller EVP & General Counsel | Jun 18, 2026 | Sale | −4,545 | $55.60 | $252.70K | 28,599 |
| Kendra D. Miller EVP & General Counsel | Jun 18, 2026 | Option exercise | +7,163 | $38.90 | $278.64K | 35,762 |
| Kendra D. Miller EVP & General Counsel | Jun 18, 2026 | Option exercise | +3,238 | $31.86 | $103.16K | 47,860 |
| Kendra D. Miller EVP & General Counsel | Jun 18, 2026 | Option exercise | +4,545 | $31.34 | $142.44K | 44,622 |
| Kendra D. Miller EVP & General Counsel | Jun 18, 2026 | Option exercise | +4,315 | $32.27 | $139.25K | 40,077 |
| Gregory S. Lynds EVP & Chief Dev. Officer | Jun 18, 2026 | Option exercise | +6,201 | $37.70 | $233.78K | 52,675 |
| Gregory S. Lynds EVP & Chief Dev. Officer | Jun 18, 2026 | Sale | −6,201 | $55.86 | $346.39K | 46,474 |
| Heidi Rogers SVP & Chief Marketing Officer | Jun 12, 2026 | Sale | −3,090 | $53.21 | $164.42K | 9,265 |
| Heidi Rogers SVP & Chief Marketing Officer | Jun 12, 2026 | Option exercise | +1,706 | $37.70 | $64.32K | 12,355 |
| Heidi Rogers SVP & Chief Marketing Officer | Jun 12, 2026 | Option exercise | +1,384 | $35.95 | $49.75K | 10,649 |
| Gregory S. Lynds EVP & Chief Dev. Officer | Jun 11, 2026 | Sale | −5,537 | $50.76 | $281.06K | 46,474 |
| Gregory S. Lynds EVP & Chief Dev. Officer | Jun 11, 2026 | Option exercise | +5,537 | $35.95 | $199.06K | 52,011 |
| Kendra D. Miller EVP & General Counsel | Jun 10, 2026 | Option exercise | +2,768 | $35.95 | $99.51K | 31,367 |
| Kendra D. Miller EVP & General Counsel | Jun 10, 2026 | Option exercise | +4,651 | $37.70 | $175.34K | 36,018 |
| Kendra D. Miller EVP & General Counsel | Jun 10, 2026 | Sale | −7,419 | $48.56 | $360.27K | 28,599 |
| Lyle Tick CEO & President | Jun 6, 2026 | Tax withholding | −542 | $43.04 | $23.33K | 32,330 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
23.02%
3M shares short
Days to cover
5.6
At 0M shares a day
Change since last report
+24.7%
From 2M shares
Short volume, 20 days
65.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of BJs RESTAURANTS's stock actually held short. Settlement fails (shares not delivered on time) peaked at 2,984 shares on Sep 22, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Noah A. Elbogen Director | Aug 10, 2026 | 7,535 | $525.42K | Aug 10, 2026 | Open Market Purchase |
| Kendra D. Miller Officer | Aug 7, 2026 | 2,978 | $207.86K | Aug 7, 2026 | Restricted Stock |
| Brian S. Krakower Officer | Aug 7, 2026 | 6,778 | $473.85K | Aug 7, 2026 | Stock Option Exercise |
| Kendra D. Miller Officer | Aug 6, 2026 | 10,217 | $708.12K | Aug 6, 2026 | Stock Option Exercise |
| Gregory S. Lynds Officer | Aug 6, 2026 | 21,704 | $1.49M | Aug 6, 2026 | Restricted Stock |
| Gregory S. Lynds Officer | Aug 3, 2026 | 25,350 | $1.71M | Aug 3, 2026 | Stock Option Exercise |
| Brian S. Krakower Officer | Jun 18, 2026 | 7,341 | $404.98K | Jun 18, 2026 | Stock Option Exercise |
| Kendra D. Miller Officer | Jun 18, 2026 | 19,261 | $1.07M | Jun 18, 2026 | Stock Option Exercise |
| Gregory S. Lynds Officer | Jun 18, 2026 | 6,201 | $346.41K | Jun 18, 2026 | Stock Option Exercise |
| Noah A. Elbogen Director | Jun 18, 2026 | 4,652 | $251.21K | Jun 18, 2026 | Stock Option Exercise |
| Lea Anne Ottinger Director | Jun 18, 2026 | 2,792 | $149.37K | Jun 18, 2026 | Stock Option Exercise |
| Heidi Rogers Officer | Jun 12, 2026 | 3,090 | $164.43K | Jun 12, 2026 | Stock Option Exercise |
| Gregory S. Lynds Officer | Jun 11, 2026 | 5,537 | $281.03K | Jun 11, 2026 | Stock Option Exercise |
| Kendra D. Miller Officer | Jun 10, 2026 | 7,419 | $360.27K | Jun 10, 2026 | Stock Option Exercise |
| Noah A. Elbogen Director | May 29, 2026 | 4,049 | $193.74K | May 29, 2026 | Stock Option Exercise |
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