CAVA Group, Inc. (CAVA) shareholders
CAVANYSERetail-Eating PlacesFiscal year ends December 27
Financials through Q3 FY2026, quarter ended Oct 4, 2026Last filing: 10-Q on Nov 5, 2026Score 13/3094% above fair value
$58.23+0.88 (+1.53%)
Close on Nov 13, 2026Market cap $6.80BP/E 107.8Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.4%
104M of 117M shares
Institutional holders
539
84 new, 58 sold out
Net institutional buying
-7M
In Q2 2026
Insider trades, 12 months
6 buys · 34 sales
Net sold $284.98M
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 |
|---|---|---|---|---|
| Ronald M. Shaich Joint filing with Act III Holdings Inc. (10.20%), Cava Act III, LLC (5.20%) and 1 more | 11,649,899 | 10.30% | 13G (passive) | Dec 31, 2023 |
| Artal Group S.A. Joint filing with Artal Participations S.a r.l (8.30%), Artal International S.C.A. (8.30%) and 4 more | 9,507,990 | 8.30% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 9,214,600 | 7.90% | 13G (passive) amendment | Sep 30, 2025 |
| AllianceBernstein L.P. | 6,642,936 | 5.70% | 13G (passive) amendment | Jun 30, 2026 |
| Artal International Management S.A. Joint filing with Artal Participations S.a r.l. (5.60%), Artal International S.C.A. (5.60%) and 4 more | 6,507,990 | 5.60% | 13G (passive) amendment | Jun 30, 2026 |
| Abigail P. Johnson Joint filing with FMR LLC (5.10%) | 5,911,767 | 5.10% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CAVA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,645,932 | 8.26% | $757.01M | +77,945 | 0.01% |
| Alliancebernstein L.P. | 6,642,936 | 5.69% | $537.41M | −2,543,018 | 0.18% |
| Artal Group S.A. | 6,507,990 | 5.57% | $510.75M | −3,000,000 | 54.85% |
| FMR LLC | 5,528,752 | 4.73% | $433.90M | −383,015 | 0.02% |
| Vanguard Capital Management LLC | 4,486,095 | 3.84% | $352.07M | +40,711 | 0.01% |
| Vanguard Portfolio Management LLC | 4,213,225 | 3.61% | $330.65M | +20,526 | 0.01% |
| State Street Corp | 3,098,230 | 2.65% | $243.23M | +92,626 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 3,034,360 | 2.60% | $238.14M | −631,239 | 0.02% |
| 1832 Asset Management L.P. | 2,525,500 | 2.16% | $198.20M | +1,006,300 | 0.10% |
| Morgan Stanley | 2,127,156 | 1.82% | $166.94M | +276,546 | 0.01% |
| Capital International Investors | 2,058,240 | 1.76% | $161.53M | −551,807 | 0.03% |
| Geode Capital Management, LLC | 2,003,627 | 1.72% | $157.28M | +1,734 | 0.01% |
| Wellington Management Group Llp | 1,605,508 | 1.37% | $126.00M | +697,699 | 0.02% |
| Goldman Sachs Group Inc | 1,515,184 | 1.30% | $118.91M | +444,050 | 0.01% |
| Ameriprise Financial Inc | 1,473,206 | 1.26% | $115.64M | +662,999 | 0.02% |
| Capital Research Global Investors | 1,444,258 | 1.24% | $113.37M | −4,693,223 | 0.02% |
| Clearbridge Investments, LLC | 1,406,266 | 1.20% | $110.36M | −37,252 | 0.09% |
| Hood River Capital Management LLC | 1,406,249 | 1.20% | $110.36M | +226,808 | 0.80% |
| Norges Bank | 1,328,728 | 1.14% | $104.28M | New | 0.01% |
| Citigroup Inc | 1,244,918 | 1.07% | $97.70M | −7,876 | 0.03% |
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 | 539 | 104M | 89.4% | 84 / 163 | 208 / 58 | 13M | 21M |
| Q1 2026 | 519 | 112M | 95.5% | 119 / 180 | 144 / 78 | 28M | 17M |
| Q4 2025 | 484 | 110M | 94.2% | 101 / 167 | 161 / 110 | 24M | 9M |
| Q3 2025 | 499 | 96M | 81.9% | 90 / 220 | 139 / 119 | 21M | 20M |
| Q2 2025 | 538 | 95M | 81.4% | 109 / 230 | 140 / 84 | 18M | 15M |
| Q1 2025 | 519 | 92M | 78.7% | 125 / 217 | 116 / 119 | 29M | 18M |
| Q4 2024 | 521 | 81M | 69.4% | 132 / 206 | 124 / 50 | 15M | 17M |
| Q3 2024 | 449 | 85M | 72.6% | 105 / 156 | 137 / 42 | 18M | 16M |
| Q2 2024 | 390 | 86M | 73.3% | 136 / 122 | 89 / 31 | 13M | 16M |
| Q1 2024 | 289 | 88M | 75.2% | 119 / 94 | 56 / 28 | 23M | 20M |
| Q4 2023 | 200 | 85M | 73.0% | 84 / 70 | 23 / 22 | 15M | 6M |
| Q3 2023 | 138 | 76M | 65.3% | 74 / 36 | 20 / 25 | 9M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
434 funds held CAVA in Q2 2026, 36% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of CAVA | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 3,754,919 | 3.21% | $294.69M | 0.31% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 3,426,144 | 2.93% | $268.88M | 0.22% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 3,145,286 | 2.69% | $246.84M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,271,180 | 1.94% | $178.24M | 0.09% | Jun 30, 2026 |
| AMCAP Fund | 1,315,443 | 1.13% | $102.16M | 0.11% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,308,132 | 1.12% | $102.66M | 0.22% | Jun 30, 2026 |
| Ab Large Cap Growth Fund Inc | 1,194,336 | 1.02% | $93.73M | 0.41% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,148,233 | 0.98% | $90.11M | 0.09% | Jun 30, 2026 |
| T. Rowe Price All-Cap Opportunities Fund | 797,651 | 0.68% | $62.60M | 0.43% | Jun 30, 2026 |
| Hood River Small-Cap Growth Fund | 684,518 | 0.59% | $53.72M | 0.81% | Jun 30, 2026 |
| Growth Fund | 642,641 | 0.55% | $50.43M | 0.09% | Jun 30, 2026 |
| PRIMECAP Odyssey Aggressive Growth Fund | 604,450 | 0.52% | $39.43M | 0.53% | Jul 31, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 599,006 | 0.51% | $47.01M | 0.32% | Jun 30, 2026 |
| ClearBridge Growth Fund | 598,300 | 0.51% | $46.46M | 1.11% | May 29, 2026 |
| iShares Russell Mid-Cap Growth ETF | 590,559 | 0.51% | $46.35M | 0.21% | Jun 30, 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 |
|---|---|---|---|---|
| Theodoros Xenohristos | Chief Concept Officer, Director | 340,630 | 0.29% | Sep 11, 2026 |
| Brett Schulman | CEO and President, Director | 1,539,024 | 1.32% | Jun 17, 2026 |
| Joseph John Kadow | CLO & Secretary | 7,974 | 0.01% | Sep 16, 2026 |
| Douglas W. Thompson | Chief Operations Officer | 19,371 | 0.02% | Sep 2, 2026 |
| Tricia K. Tolivar | Chief Financial Officer | 237,714 | 0.20% | Jun 17, 2026 |
| Adam David Phillips | Chief Accounting Officer | 6,848 | 0.01% | Jun 17, 2026 |
| Kelly Costanza | Chief People Officer | 98,490 | 0.08% | Jun 17, 2026 |
| Kenneth Robert Bertram | CLO & Secretary | 39,653 | 0.03% | Mar 6, 2026 |
| Jennifer Somers | Chief Operations Officer | 137,481 | 0.12% | Jun 26, 2025 |
| Amiee Lynn Thomas | Director | 1,821 | 0.00% | Aug 17, 2026 |
| David Bosserman | Director | 145,918 | 0.12% | Jun 24, 2026 |
| Benjamin Felt | Director | 9,955 | 0.01% | Jun 24, 2026 |
| Ronald M. Shaich | Director | 4,538,854 | 3.89% | Jun 24, 2026 |
| Philippe Amouyal | Director | 19,955 | 0.02% | Jun 24, 2026 |
| Lauri M. Shanahan | Director | 9,955 | 0.01% | Jun 24, 2026 |
| James D. White | Director | 7,455 | 0.01% | Jun 24, 2026 |
| Karen Kochevar | Director | 3,074 | 0.00% | Jun 23, 2026 |
| Amaury Wittouck | Director | 26,507,990 | 22.69% | Jun 17, 2026 |
| Group S.A. Artal | Director | 17,507,990 | 14.99% | Jun 17, 2026 |
| International S.C.A. Artal | Director | – | – | Jun 17, 2026 |
| International Management S.A. Artal | Director | 7,762,434 | 6.65% | Jun 17, 2026 |
| Administratiekantoor Westend Stichting | Director | – | – | Jun 17, 2026 |
| S.A. Westend | Director | 9,507,990 | 8.14% | Jun 17, 2026 |
| Participations S.a r.l. Artal | Director | 6,507,990 | 5.57% | Jun 17, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph John Kadow CLO & Secretary | Sep 15, 2026 | Buy | +1,000 | $49.96 | $49.96K | 1,000 |
| Theodoros Xenohristos Chief Concept Officer, Director | Sep 9, 2026 | Gift | −16,500 | – | – | 308,130 |
| Theodoros Xenohristos Chief Concept Officer, Director | Sep 9, 2026 | Gift | +16,500 | – | – | 16,500 |
| Douglas W. Thompson Chief Operations Officer | Aug 31, 2026 | Buy | +6,500 | $66.52 | $432.38K | 19,371 |
| Amiee Lynn Thomas Director | Aug 13, 2026 | Award | +1,821 | – | – | 1,821 |
| Lauri M. Shanahan Director | Jun 22, 2026 | Award | +1,881 | – | – | 9,955 |
| Philippe Amouyal Director | Jun 22, 2026 | Award | +1,881 | – | – | 19,955 |
| James D. White Director | Jun 22, 2026 | Award | +1,881 | – | – | 7,455 |
| David Bosserman Director | Jun 22, 2026 | Award | +1,881 | – | – | 120,918 |
| Ronald M. Shaich Director | Jun 22, 2026 | Award | +1,881 | – | – | 9,955 |
| Benjamin Felt Director | Jun 22, 2026 | Award | +1,881 | – | – | 9,955 |
| Karen Kochevar Director | Jun 18, 2026 | Sale | −10,000 | $90.00 | $900.00K | 3,074 |
| Karen Kochevar Director | Jun 18, 2026 | Option exercise | +625 | $2.94 | $1.84K | 3,699 |
| Karen Kochevar Director | Jun 18, 2026 | Option exercise | +1,875 | $3.12 | $5.85K | 5,574 |
| Karen Kochevar Director | Jun 18, 2026 | Option exercise | +3,750 | $6.25 | $23.44K | 9,324 |
| Karen Kochevar Director | Jun 18, 2026 | Option exercise | +3,750 | $9.58 | $35.93K | 13,074 |
| Kelly Costanza Chief People Officer | Jun 17, 2026 | Sale | −12,490 | $90.00 | $1.12M | 98,490 |
| Theodoros Xenohristos Chief Concept Officer, Director | Jun 15, 2026 | Sale | −3,252 | $89.43 | $290.83K | 324,630 |
| Kelly Costanza Chief People Officer | Jun 15, 2026 | Sale | −2,870 | $89.43 | $256.66K | 110,980 |
| Tricia K. Tolivar Chief Financial Officer | Jun 15, 2026 | Award | +283 | $44.13 | $12.49K | 235,214 |
| Tricia K. Tolivar Chief Financial Officer | Jun 15, 2026 | Sale | −4,969 | $89.43 | $444.38K | 234,931 |
| Brett Schulman CEO and President, Director | Jun 15, 2026 | Sale | −33,174 | $89.43 | $2.97M | 798,669 |
| Adam David Phillips Chief Accounting Officer | Jun 15, 2026 | Sale | −757 | $89.43 | $67.70K | 6,848 |
| Participations S.a r.l. Artal Director | Jun 15, 2026 | Sale | −3,000,000 | $90.30 | $270.90M | 6,507,990 |
| Adam David Phillips Chief Accounting Officer | Jun 12, 2026 | Sale | −2,764 | $90.71 | $250.72K | 9,505 |
| Adam David Phillips Chief Accounting Officer | Jun 12, 2026 | Sale | −1,900 | $90.71 | $172.35K | 7,605 |
| Adam David Phillips Chief Accounting Officer | Jun 12, 2026 | Option exercise | +2,764 | $22.00 | $60.81K | 12,269 |
| Joseph John Kadow CLO & Secretary | Jun 3, 2026 | Buy | +1,000 | $70.00 | $70.00K | 6,974 |
| Joseph John Kadow CLO & Secretary | May 29, 2026 | Buy | +1,000 | $79.00 | $79.00K | 5,974 |
| Douglas W. Thompson Chief Operations Officer | May 29, 2026 | Buy | +2,500 | $77.90 | $194.75K | 12,871 |
| Douglas W. Thompson Chief Operations Officer | May 26, 2026 | Buy | +4,000 | $79.45 | $317.80K | 10,371 |
| Adam David Phillips Chief Accounting Officer | May 21, 2026 | Sale | −5,181 | $77.14 | $399.66K | 9,505 |
| Adam David Phillips Chief Accounting Officer | May 21, 2026 | Option exercise | +5,181 | $9.58 | $49.63K | 14,686 |
| Kelly Costanza Chief People Officer | May 21, 2026 | Sale | −10,010 | $79.87 | $799.50K | 113,850 |
| Theodoros Xenohristos Chief Concept Officer, Director | May 11, 2026 | Sale | −9,044 | $79.75 | $721.26K | 327,882 |
| Kenneth Robert Bertram CLO & Secretary | Mar 5, 2026 | Sale | −15,000 | $80.33 | $1.20M | 37,958 |
| Kelly Costanza Chief People Officer | Feb 26, 2026 | Award | +4,721 | – | – | 123,860 |
| Kelly Costanza Chief People Officer | Feb 26, 2026 | Option exercise | +31,803 | $6.75 | $214.67K | 155,663 |
| Kelly Costanza Chief People Officer | Feb 26, 2026 | Sale | −31,803 | $84.45 | $2.69M | 123,860 |
| Brett Schulman CEO and President, Director | Feb 26, 2026 | Award | +29,060 | – | – | 831,843 |
| Tricia K. Tolivar Chief Financial Officer | Feb 26, 2026 | Award | +7,966 | – | – | 239,900 |
| Theodoros Xenohristos Chief Concept Officer, Director | Feb 26, 2026 | Award | +4,721 | – | – | 336,926 |
| Kenneth Robert Bertram CLO & Secretary | Feb 26, 2026 | Award | +3,836 | – | – | 52,958 |
| Adam David Phillips Chief Accounting Officer | Feb 26, 2026 | Sale | −2,000 | $85.54 | $171.08K | 9,505 |
| Adam David Phillips Chief Accounting Officer | Feb 26, 2026 | Award | +1,070 | – | – | 11,505 |
| Tricia K. Tolivar Chief Financial Officer | Jan 27, 2026 | Sale | −1,591 | $61.96 | $98.58K | 232,747 |
| Tricia K. Tolivar Chief Financial Officer | Jan 27, 2026 | Sale | −813 | $62.50 | $50.81K | 231,934 |
| Adam David Phillips Chief Accounting Officer | Jan 27, 2026 | Sale | −262 | $62.50 | $16.38K | 10,435 |
| Adam David Phillips Chief Accounting Officer | Jan 27, 2026 | Sale | −512 | $61.96 | $31.72K | 10,697 |
| Kenneth Robert Bertram CLO & Secretary | Jan 27, 2026 | Sale | −658 | $61.96 | $40.77K | 49,458 |
| Kenneth Robert Bertram CLO & Secretary | Jan 27, 2026 | Sale | −336 | $62.50 | $21.00K | 49,122 |
| Brett Schulman CEO and President, Director | Jan 27, 2026 | Sale | −1,536 | $62.50 | $96.00K | 802,783 |
| Brett Schulman CEO and President, Director | Jan 27, 2026 | Sale | −3,006 | $61.96 | $186.25K | 804,319 |
| Theodoros Xenohristos Chief Concept Officer, Director | Jan 27, 2026 | Sale | −351 | $62.50 | $21.94K | 332,205 |
| Theodoros Xenohristos Chief Concept Officer, Director | Jan 27, 2026 | Sale | −688 | $61.96 | $42.63K | 332,556 |
| Kelly Costanza Chief People Officer | Jan 27, 2026 | Sale | −1,130 | $61.96 | $70.01K | 119,716 |
| Kelly Costanza Chief People Officer | Jan 27, 2026 | Sale | −577 | $62.50 | $36.06K | 119,139 |
| Brett Schulman CEO and President, Director | Jan 21, 2026 | Sale | −21,650 | $67.41 | $1.46M | 807,325 |
| Theodoros Xenohristos Chief Concept Officer, Director | Jan 21, 2026 | Sale | −965 | $67.41 | $65.05K | 333,244 |
| Kenneth Robert Bertram CLO & Secretary | Jan 21, 2026 | Sale | −1,074 | $67.41 | $72.40K | 50,116 |
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
40.59%
16M shares short
Days to cover
5.5
At 3M shares a day
Change since last report
-2.3%
From 16M shares
Short volume, 20 days
59.0%
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 CAVA's stock actually held short. Settlement fails (shares not delivered on time) peaked at 141,094 shares on Oct 7, 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 |
|---|---|---|---|---|---|
| Karen Kochevar Director | Jun 18, 2026 | 10,000 | $900.00K | Jun 18, 2026 | Exercise of Options Under a Registered Plan |
| Kelly Costanza Officer | Jun 17, 2026 | 12,490 | $1.12M | Jun 17, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Theodoros Xenohristos Officer, Director | Jun 15, 2026 | 3,252 | $295.90K | Jun 15, 2026 | Restricted stock units vesting under a registered plan |
| Tricia K. Tolivar Officer | Jun 15, 2026 | 4,969 | $452.13K | Jun 15, 2026 | Restricted stock units vesting under a registered plan |
| Brett Schulman Officer, Director | Jun 15, 2026 | 33,174 | $3.02M | Jun 15, 2026 | Restricted stock units vesting under a registered plan |
| Participations S.a r.l. Artal Affiliate | Jun 15, 2026 | 3,000,000 | $272.97M | Jun 15, 2026 | Transfer from Artal International S.C.A., its sole stockholder, which shares were acquired by Artal International S.C.A. on 6/20/2023 via conversion of preferred stock. |
| Adam David Phillips Officer | Jun 15, 2026 | 757 | $68.88K | Jun 15, 2026 | Restricted stock units vesting under a registered plan |
| Kelly Costanza Officer | Jun 15, 2026 | 2,870 | $261.14K | Jun 15, 2026 | Restricted stock units vesting under a registered plan |
| Adam David Phillips Officer | Jun 12, 2026 | 4,664 | $423.09K | Jun 12, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Kenneth Robert Bertram Former Affiliate | May 21, 2026 | 44,510 | $3.60M | May 21, 2026 | Exercise of options under a registered plan |
| Adam David Phillips Officer | May 21, 2026 | 5,181 | $399.68K | May 21, 2026 | Exercise of options under a registered plan |
| Kelly Costanza Officer | May 21, 2026 | 10,010 | $806.11K | May 21, 2026 | Restricted stock units vesting under a registered plan |
| Theodoros Xenohristos Officer, Director | May 11, 2026 | 9,044 | $718.09K | May 11, 2026 | Restricted stock units vesting under a registered plan |
| Kenneth Robert Bertram Officer | Mar 5, 2026 | 15,000 | $1.20M | Mar 5, 2026 | Restricted stock vesting under a registered plan |
| Adam David Phillips Officer | Feb 26, 2026 | 2,000 | $171.08K | Feb 26, 2026 | Restricted stock vesting under a registered plan |
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