Cumberland Pharmaceuticals Inc (CPIX) shareholders
CPIXNasdaqPharmaceutical PreparationsFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026Score 5/3074% above fair value
$6.63+0.51 (+8.33%)
Close on Nov 12, 2026Market cap $99.34MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
16.5%
2M of 15M shares
Institutional holders
32
8 new, 5 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
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 |
|---|---|---|---|---|
| A.J. Kazimi | 5,789,155 | 38.40% | 13G (passive) | Jan 30, 2026 |
| Millennium Group Management LLC Joint filing with Integrated Core Strategies (US) LLC (5.80%), Millennium Management LLC (5.80%) and 1 more | 809,897 | 5.80% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CPIX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Ikarian Capital, LLC | 503,153 | 3.36% | $3.26M | −50,000 | 0.35% |
| Renaissance Technologies LLC | 478,263 | 3.19% | $3.10M | +7,567 | 0.00% |
| Vanguard Capital Management LLC | 379,478 | 2.53% | $2.46M | +17,719 | 0.00% |
| Dimensional Fund Advisors LP | 233,305 | 1.56% | $1.51M | −43,054 | 0.00% |
| Boothbay Fund Management, LLC | 112,544 | 0.75% | $729.29K | −15,150 | 0.01% |
| Geode Capital Management, LLC | 108,413 | 0.72% | $702.62K | −5,880 | 0.00% |
| Perceptive Advisors LLC | 96,982 | 0.65% | $628.44K | −99,996 | 0.01% |
| Citadel Advisors LLC | 73,391 | 0.49% | $475.57K | +56,748 | 0.00% |
| BlackRock, Inc. | 63,547 | 0.42% | $411.79K | +6,656 | 0.00% |
| Bank of New York Mellon Corp | 58,458 | 0.39% | $378.81K | – | 0.00% |
| Jane Street Group, LLC | 56,741 | 0.38% | $367.68K | +42,134 | 0.00% |
| Vanguard Fiduciary Trust Co | 54,909 | 0.37% | $355.81K | +9,286 | 0.00% |
| State Street Corp | 39,510 | 0.26% | $256.03K | – | 0.00% |
| UBS Group AG | 26,339 | 0.18% | $170.68K | +21,150 | 0.00% |
| Bridgeway Capital Management, LLC | 26,200 | 0.17% | $169.78K | −137,268 | 0.00% |
| Bailard, Inc. | 24,624 | 0.16% | $159.56K | New | 0.00% |
| Quadrature Capital Ltd | 24,014 | 0.16% | $155.61K | New | 0.00% |
| Two Sigma Investments, LP | 23,981 | 0.16% | $155.40K | +12,896 | 0.00% |
| Northern Trust Corp | 21,953 | 0.15% | $142.26K | +2,350 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 20,252 | 0.14% | $131.23K | – | 0.00% |
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 | 32 | 2M | 16.5% | 8 / 10 | 7 / 5 | 0M | 1M |
| Q1 2026 | 29 | 3M | 18.4% | 9 / 5 | 9 / 6 | 1M | 0M |
| Q4 2025 | 27 | 3M | 19.7% | 4 / 4 | 11 / 7 | 0M | 1M |
| Q3 2025 | 30 | 3M | 22.7% | 3 / 6 | 12 / 4 | 0M | 0M |
| Q2 2025 | 31 | 4M | 24.6% | 6 / 9 | 10 / 8 | 0M | 1M |
| Q1 2025 | 33 | 4M | 28.6% | 14 / 4 | 8 / 1 | 3M | 0M |
| Q4 2024 | 20 | 2M | 12.3% | 1 / 3 | 9 / 3 | 0M | 0M |
| Q3 2024 | 22 | 2M | 13.6% | 3 / 5 | 4 / 3 | 0M | 0M |
| Q2 2024 | 23 | 2M | 13.9% | 2 / 4 | 6 / 2 | 0M | 0M |
| Q1 2024 | 23 | 2M | 14.6% | 1 / 6 | 9 / 3 | 0M | 0M |
| Q4 2023 | 25 | 2M | 14.7% | 4 / 6 | 7 / 0 | 0M | 0M |
| Q3 2023 | 21 | 2M | 14.7% | 2 / 2 | 8 / 4 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
30 funds held CPIX in Q2 2026, 63% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of CPIX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 274,814 | 1.83% | $1.78M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 99,719 | 0.67% | $646.18K | 0.00% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 49,950 | 0.33% | $333.67K | 0.00% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 47,968 | 0.32% | $295.00K | 0.00% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 47,772 | 0.32% | $319.12K | 0.00% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 37,593 | 0.25% | $251.12K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 28,898 | 0.19% | $187.26K | 0.01% | Jun 30, 2026 |
| Ultra-Small Company Market Fund | 25,000 | 0.17% | $162.00K | 0.11% | Jun 30, 2026 |
| Nationwide Bailard Small Cap Value Fund | 24,624 | 0.16% | $164.49K | 0.13% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 17,887 | 0.12% | $110.01K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 13,522 | 0.09% | $83.16K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 11,327 | 0.08% | $69.66K | 0.00% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 6,441 | 0.04% | $43.03K | 0.00% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 6,355 | 0.04% | $42.45K | 0.00% | Jul 31, 2026 |
| Vanguard Balanced Index Fund | 4,945 | 0.03% | $32.04K | 0.00% | 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 |
|---|---|---|---|---|
| A. J. Kazimi | Chairman and CEO, Director, 10% owner | 5,695,310 | 38.01% | Mar 20, 2026 |
| James L. Herman | VP and Chief Compliance Office | 38,255 | 0.26% | Mar 20, 2026 |
| John M. Hamm | VP Chief Financial Officer | 20,073 | 0.13% | Mar 20, 2026 |
| Todd M. Anthony | Vice Pres Organizational Dev | 16,328 | 0.11% | Mar 20, 2026 |
| Chris T. Bitterman | Vice Pres Sales & Marketing | 4,683 | 0.03% | Mar 20, 2026 |
| Kenneth Krogulski | Director | 302,338 | 2.02% | Mar 20, 2026 |
| James Jones | Director | 46,863 | 0.31% | Mar 20, 2026 |
| Caroline Young | Director | 35,109 | 0.23% | Mar 20, 2026 |
| Martin S. Brown JR | Director | 10,300 | 0.07% | Mar 20, 2026 |
| Joseph C. Galante | Director | 63,656 | 0.42% | Mar 20, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph C. Galante Director | Mar 18, 2026 | Award | +1,800 | $2.80 | $5.04K | 63,656 |
| Martin S. Brown JR Director | Mar 18, 2026 | Award | +1,800 | $2.80 | $5.04K | 10,300 |
| James Jones Director | Mar 18, 2026 | Award | +1,800 | $2.80 | $5.04K | 46,863 |
| Caroline Young Director | Mar 18, 2026 | Award | +1,800 | $2.80 | $5.04K | 35,109 |
| Kenneth Krogulski Director | Mar 18, 2026 | Award | +4,000 | $2.80 | $11.20K | 302,338 |
| Kenneth Krogulski Director | Mar 18, 2026 | Award | +1,800 | $2.80 | $5.04K | 298,338 |
| A. J. Kazimi Chairman and CEO, Director, 10% owner | Mar 16, 2026 | Tax withholding | −5,845 | $3.06 | $17.89K | 5,695,310 |
| Kenneth Krogulski Director | Dec 31, 2025 | Small purchase | +62 | $3.91 | $242 | 296,538 |
| A. J. Kazimi Chairman and CEO, Director, 10% owner | Dec 31, 2025 | Small purchase | +7 | $3.91 | $27 | 5,701,155 |
| Caroline Young Director | Dec 31, 2025 | Small purchase | +5 | $3.91 | $20 | 33,309 |
| James Jones Director | Dec 31, 2025 | Small purchase | +7 | $3.91 | $27 | 45,063 |
| Kenneth Krogulski Director | Dec 30, 2025 | Small purchase | +54 | $3.94 | $213 | 296,476 |
| A. J. Kazimi Chairman and CEO, Director, 10% owner | Dec 30, 2025 | Small purchase | +8 | $3.94 | $32 | 5,701,148 |
| Caroline Young Director | Dec 30, 2025 | Small purchase | +2 | $3.94 | $8 | 33,304 |
| James Jones Director | Dec 30, 2025 | Small purchase | +8 | $3.94 | $32 | 45,056 |
| Kenneth Krogulski Director | Dec 29, 2025 | Small purchase | +54 | $4.01 | $217 | 296,422 |
| A. J. Kazimi Chairman and CEO, Director, 10% owner | Dec 29, 2025 | Small purchase | +8 | $4.01 | $32 | 5,701,140 |
| Caroline Young Director | Dec 29, 2025 | Small purchase | +2 | $4.01 | $8 | 33,302 |
| James Jones Director | Dec 29, 2025 | Small purchase | +8 | $4.01 | $32 | 45,048 |
| Kenneth Krogulski Director | Dec 26, 2025 | Small purchase | +54 | $4.21 | $227 | 296,368 |
| A. J. Kazimi Chairman and CEO, Director, 10% owner | Dec 26, 2025 | Small purchase | +8 | $4.21 | $34 | 5,701,132 |
| Caroline Young Director | Dec 26, 2025 | Small purchase | +2 | $4.21 | $8 | 33,300 |
| James Jones Director | Dec 26, 2025 | Small purchase | +8 | $4.21 | $34 | 45,040 |
| Kenneth Krogulski Director | Dec 24, 2025 | Small purchase | +54 | $4.26 | $230 | 296,314 |
| A. J. Kazimi Chairman and CEO, Director, 10% owner | Dec 24, 2025 | Small purchase | +8 | $4.26 | $34 | 5,701,124 |
| Caroline Young Director | Dec 24, 2025 | Small purchase | +2 | $4.26 | $9 | 33,298 |
| James Jones Director | Dec 24, 2025 | Small purchase | +8 | $4.26 | $34 | 45,032 |
| Kenneth Krogulski Director | Dec 23, 2025 | Small purchase | +54 | $4.13 | $223 | 296,260 |
| A. J. Kazimi Chairman and CEO, Director, 10% owner | Dec 23, 2025 | Small purchase | +8 | $4.13 | $33 | 5,701,116 |
| Caroline Young Director | Dec 23, 2025 | Small purchase | +2 | $4.13 | $8 | 33,296 |
| James Jones Director | Dec 23, 2025 | Small purchase | +8 | $4.13 | $33 | 45,024 |
| Kenneth Krogulski Director | Dec 22, 2025 | Small purchase | +50 | $4.32 | $216 | 296,206 |
| A. J. Kazimi Chairman and CEO, Director, 10% owner | Dec 22, 2025 | Small purchase | +7 | $4.32 | $30 | 5,701,108 |
| Caroline Young Director | Dec 22, 2025 | Small purchase | +2 | $4.32 | $9 | 33,294 |
| James Jones Director | Dec 22, 2025 | Small purchase | +7 | $4.32 | $30 | 45,016 |
| Kenneth Krogulski Director | Dec 19, 2025 | Small purchase | +52 | $4.19 | $218 | 296,156 |
| A. J. Kazimi Chairman and CEO, Director, 10% owner | Dec 19, 2025 | Small purchase | +8 | $4.19 | $34 | 5,701,101 |
| Caroline Young Director | Dec 19, 2025 | Small purchase | +2 | $4.19 | $8 | 33,292 |
| James Jones Director | Dec 19, 2025 | Small purchase | +8 | $4.19 | $34 | 45,009 |
| Kenneth Krogulski Director | Dec 18, 2025 | Small purchase | +67 | $4.19 | $281 | 296,104 |
| A. J. Kazimi Chairman and CEO, Director, 10% owner | Dec 18, 2025 | Small purchase | +10 | $4.19 | $42 | 5,701,093 |
| Caroline Young Director | Dec 18, 2025 | Small purchase | +3 | $4.19 | $13 | 33,290 |
| James Jones Director | Dec 18, 2025 | Small purchase | +10 | $4.19 | $42 | 45,001 |
| Kenneth Krogulski Director | Dec 17, 2025 | Small purchase | +67 | $3.65 | $245 | 296,037 |
| A. J. Kazimi Chairman and CEO, Director, 10% owner | Dec 17, 2025 | Small purchase | +10 | $3.65 | $37 | 5,701,083 |
| Caroline Young Director | Dec 17, 2025 | Small purchase | +3 | $3.65 | $11 | 33,287 |
| James Jones Director | Dec 17, 2025 | Small purchase | +10 | $3.65 | $37 | 44,991 |
| Kenneth Krogulski Director | Dec 16, 2025 | Small purchase | +104 | $3.27 | $340 | 295,970 |
| A. J. Kazimi Chairman and CEO, Director, 10% owner | Dec 16, 2025 | Small purchase | +14 | $3.27 | $46 | 5,701,073 |
| Caroline Young Director | Dec 16, 2025 | Small purchase | +3 | $3.27 | $10 | 33,284 |
| James Jones Director | Dec 16, 2025 | Small purchase | +14 | $3.27 | $46 | 44,981 |
| Kenneth Krogulski Director | Dec 15, 2025 | Small purchase | +104 | $2.82 | $293 | 295,866 |
| A. J. Kazimi Chairman and CEO, Director, 10% owner | Dec 15, 2025 | Small purchase | +14 | $2.82 | $39 | 5,701,059 |
| Caroline Young Director | Dec 15, 2025 | Small purchase | +3 | $2.82 | $8 | 33,281 |
| James Jones Director | Dec 15, 2025 | Small purchase | +14 | $2.82 | $39 | 44,967 |
| Kenneth Krogulski Director | Dec 12, 2025 | Small purchase | +104 | $2.50 | $260 | 295,762 |
| A. J. Kazimi Chairman and CEO, Director, 10% owner | Dec 12, 2025 | Small purchase | +14 | $2.50 | $35 | 5,701,045 |
| Caroline Young Director | Dec 12, 2025 | Small purchase | +3 | $2.50 | $8 | 33,278 |
| James Jones Director | Dec 12, 2025 | Small purchase | +14 | $2.50 | $35 | 44,953 |
| Kenneth Krogulski Director | Dec 11, 2025 | Small purchase | +104 | $2.56 | $266 | 295,658 |
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
10.14%
0M shares short
Days to cover
1.8
At 0M shares a day
Change since last report
-10.6%
From 0M shares
Short volume, 20 days
43.0%
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 Cumberland Pharmaceuticals's stock actually held short. Settlement fails (shares not delivered on time) peaked at 28,500 shares on Aug 24, 2026 over the last 90 days.
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