Customers Bancorp, Inc. (CUBI) shareholders
CUBINYSEState Commercial BanksFiscal year ends December 31Also trades as CUBB
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 6, 2026Score 12/3011% above fair value
$85.20−0.05 (-0.06%)
Close on Nov 12, 2026Market cap $2.96BP/E 10.3Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
34M
Shares held, 13F filers
Institutional holders
298
42 new, 23 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 15 sales
Net sold $35.93M
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. | 4,634,097 | 13.60% | 13G (passive) amendment | Dec 31, 2025 |
| Wellington Investment Advisors Holdings LLP Joint filing with Wellington Management Group LLP (11.90%), Wellington Group Holdings LLP (11.90%) and 1 more | 4,035,500 | 11.90% | 13G (passive) amendment | Jun 30, 2026 |
| Wellington Management Group LLP Joint filing with Wellington Group Holdings LLP (10.60%), Wellington Investment Advisors Holdings LLP (10.60%) and 1 more | 3,641,339 | 10.60% | 13G (passive) amendment | Jan 30, 2026 |
| Wellington Group Holdings LLP Joint filing with Wellington Management Group LLP (9.90%), Wellington Investment Advisors Holdings LLP (9.90%) and 1 more | 3,385,333 | 9.90% | 13G (passive) amendment | Dec 31, 2025 |
| Dimensional Fund Advisors LP | 1,877,035 | 5.50% | 13G (passive) amendment | Dec 31, 2025 |
| State Street Corporation | 1,800,121 | 5.30% | 13G (passive) | Sep 30, 2025 |
| Hood River Capital Management LLC | 1,725,701 | 5.05% | 13G (passive) amendment | Dec 31, 2025 |
| Bay Pond Investors (Bermuda) L.P. | 1,724,079 | 5.00% | 13G (passive) | Mar 9, 2026 |
| Bay Pond Partners, L.P. | 1,708,659 | 5.10% | 13G (passive) | Oct 2, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CUBI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,869,339 | – | $385.16M | −122,591 | 0.01% |
| Wellington Management Group Llp | 4,035,500 | – | $319.21M | +145,956 | 0.06% |
| State Street Corp | 2,079,651 | – | $164.50M | +89,081 | 0.00% |
| Dimensional Fund Advisors LP | 2,012,060 | – | $159.15M | +69,071 | 0.03% |
| Hood River Capital Management LLC | 1,941,996 | – | $153.61M | +210,686 | 1.11% |
| Vanguard Capital Management LLC | 1,359,670 | – | $107.55M | −3,946 | 0.00% |
| American Century Companies Inc | 1,173,042 | – | $92.79M | +67,494 | 0.04% |
| Assenagon Asset Management S.A. | 1,167,136 | – | $92.32M | +388,347 | 0.06% |
| Geode Capital Management, LLC | 910,283 | – | $72.02M | +27,963 | 0.00% |
| UBS Group AG | 698,088 | – | $55.22M | −330,825 | 0.01% |
| Vanguard Portfolio Management LLC | 665,407 | – | $52.63M | +22,687 | 0.00% |
| Driehaus Capital Management LLC | 634,687 | – | $50.20M | +11,173 | 0.29% |
| Allspring Global Investments Holdings, LLC | 562,917 | – | $44.96M | +100,961 | 0.07% |
| Charles Schwab Investment Management Inc | 503,291 | – | $39.81M | −34,002 | 0.01% |
| Nuveen, LLC | 493,505 | – | $39.04M | +6,572 | 0.01% |
| Northern Trust Corp | 428,826 | – | $33.92M | +14,178 | 0.00% |
| Morgan Stanley | 401,607 | – | $31.77M | −8,675 | 0.00% |
| Invesco Ltd. | 388,415 | – | $30.72M | +45,073 | 0.00% |
| Price T Rowe Associates Inc /Md/ | 373,967 | – | $29.58M | −363,917 | 0.00% |
| Emerald Advisers, LLC | 334,660 | – | $26.47M | −8,549 | 0.62% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 298 | 34M | 42 / 116 | 88 / 23 | 2M | 2M |
| Q1 2026 | 282 | 34M | 38 / 117 | 82 / 33 | 6M | 2M |
| Q4 2025 | 284 | 32M | 55 / 106 | 91 / 32 | 4M | 3M |
| Q3 2025 | 265 | 31M | 48 / 100 | 78 / 19 | 4M | 1M |
| Q2 2025 | 240 | 28M | 33 / 77 | 87 / 30 | 2M | 2M |
| Q1 2025 | 238 | 28M | 32 / 77 | 86 / 29 | 3M | 2M |
| Q4 2024 | 238 | 28M | 41 / 70 | 87 / 38 | 2M | 3M |
| Q3 2024 | 240 | 29M | 40 / 87 | 65 / 21 | 7M | 3M |
| Q2 2024 | 224 | 29M | 27 / 88 | 69 / 42 | 3M | 3M |
| Q1 2024 | 241 | 29M | 29 / 87 | 87 / 42 | 3M | 2M |
| Q4 2023 | 256 | 28M | 67 / 62 | 93 / 18 | 5M | 2M |
| Q3 2023 | 209 | 25M | 38 / 58 | 80 / 19 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
336 funds held CUBI in Q2 2026, 50% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of CUBI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,891,320 | – | $149.60M | 0.13% | Jun 30, 2026 |
| Hood River Small-Cap Growth Fund | 1,031,010 | – | $81.55M | 1.23% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 967,091 | – | $76.50M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 927,916 | – | $69.72M | 0.26% | May 31, 2026 |
| iShares Russell 2000 ETF | 793,228 | – | $62.74M | 0.08% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 542,534 | – | $42.91M | 0.91% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 402,239 | – | $31.65M | 0.16% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 360,792 | – | $28.54M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 340,361 | – | $26.78M | 0.08% | Jul 31, 2026 |
| Amplify Blockchain Technology ETF | 295,784 | – | $23.40M | 2.01% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 289,392 | – | $22.89M | 0.14% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 269,555 | – | $21.32M | 0.15% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 253,089 | – | $19.91M | 0.12% | Jul 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 246,150 | – | $19.37M | 0.48% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 223,710 | – | $17.60M | 0.12% | 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 | Latest filing |
|---|---|---|---|
| Jay S. Sidhu | Exec. Chairman, Director | 780,117 | Nov 2, 2026 |
| Samvir S. Sidhu | CEO, Director | 540,050 | May 28, 2026 |
| Philip Watkins | EVP, Head of Corp Devel & IR | 41,102 | Nov 4, 2026 |
| Nicholas John Robinson | Chief Risk Officer | 13,235 | Sep 8, 2026 |
| Lyle Cunningham | Chief Banking Officer | 19,854 | Jun 1, 2026 |
| Mark R. McCollom | Chief Financial Officer | 5,082 | May 28, 2026 |
| Thomas Henry Kasulka | Chief Credit Officer | 22,972 | May 28, 2026 |
| Jessie John Deano Velasquez | Chief Accounting Officer | 4,283 | Apr 7, 2026 |
| Stephen Francis Wyremski | Chief Operating Officer | 2,903 | Feb 9, 2026 |
| Glenn Hedde | Pres Mortgage WarehouseLending | 53,754 | Apr 8, 2025 |
| T. Lawrence Way | Director | 82,390 | Nov 4, 2026 |
| Steven J. Zuckerman | Director | 292,955 | Sep 17, 2026 |
| Robert Morris Krasne | Director | 3,308 | Sep 17, 2026 |
| Bernard Bennett Banks | Director | 10,791 | Sep 17, 2026 |
| Andrea R. Allon | Director | 31,624 | Sep 17, 2026 |
| Mike Gill | Director | 2,310 | Sep 17, 2026 |
| Robert J. Buford | Director | 25,320 | Sep 17, 2026 |
| Dalton Talley Sirmans | Director | 3,496 | Sep 17, 2026 |
| Susan Dianne Looney | Director | 2,393 | Sep 17, 2026 |
| Daniel K. Rothermel | Director | 115,561 | Jun 16, 2026 |
| Robert Neil Mackay | Director | 10,335 | Jun 16, 2026 |
| Rajeev V. Date | Director | 6,900 | Mar 19, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Philip Watkins EVP, Head of Corp Devel & IR | Nov 2, 2026 | Sale | −5,500 | $86.17 | $473.92K | 41,102 |
| Philip Watkins EVP, Head of Corp Devel & IR | Nov 2, 2026 | Option exercise | +2,000 | $28.37 | $56.74K | 46,602 |
| T. Lawrence Way Director | Nov 2, 2026 | Sale | −723 | $85.16 | $61.57K | 77,890 |
| T. Lawrence Way Director | Oct 30, 2026 | Sale | −48,796 | $83.88 | $4.09M | 78,613 |
| Jay S. Sidhu Exec. Chairman, Director | Oct 29, 2026 | Sale | −50,000 | $87.40 | $4.37M | 617,864 |
| Philip Watkins EVP, Head of Corp Development | Oct 24, 2026 | Tax withholding | −3,332 | $84.54 | $281.69K | 44,602 |
| Mike Gill Director | Sep 15, 2026 | Award | +625 | $78.91 | $49.32K | 2,310 |
| Andrea R. Allon Director | Sep 15, 2026 | Award | +625 | $78.91 | $49.32K | 30,659 |
| Bernard Bennett Banks Director | Sep 15, 2026 | Award | +879 | $78.91 | $69.36K | 10,791 |
| Susan Dianne Looney Director | Sep 15, 2026 | Award | +625 | $78.91 | $49.32K | 2,393 |
| Robert J. Buford Director | Sep 15, 2026 | Award | +847 | $78.91 | $66.84K | 25,320 |
| Steven J. Zuckerman Director | Sep 15, 2026 | Award | +1,053 | $78.91 | $83.09K | 74,701 |
| Robert Morris Krasne Director | Sep 15, 2026 | Award | +847 | $78.91 | $66.84K | 3,308 |
| T. Lawrence Way Director | Sep 15, 2026 | Award | +847 | $78.91 | $66.84K | 127,409 |
| Dalton Talley Sirmans Director | Sep 15, 2026 | Award | +736 | $78.91 | $58.08K | 3,496 |
| Nicholas John Robinson Chief Risk Officer | Sep 3, 2026 | Tax withholding | −479 | $79.64 | $38.15K | 13,235 |
| Andrea R. Allon Director | Aug 13, 2026 | Sale | −10,000 | $82.81 | $828.10K | 30,034 |
| Jay S. Sidhu Chairman, Director | Aug 3, 2026 | Sale | −68,821 | $80.09 | $5.51M | 667,757 |
| Jay S. Sidhu Chairman, Director | Jul 30, 2026 | Sale | −835 | $79.00 | $65.97K | 736,578 |
| Jay S. Sidhu Chairman, Director | Jul 29, 2026 | Sale | −30,344 | $79.20 | $2.40M | 737,413 |
| Susan Dianne Looney Director | Jun 15, 2026 | Award | +625 | $78.21 | $48.88K | 1,768 |
| T. Lawrence Way Director | Jun 15, 2026 | Award | +849 | $78.21 | $66.40K | 126,562 |
| Robert Morris Krasne Director | Jun 15, 2026 | Award | +849 | $78.21 | $66.40K | 2,461 |
| Robert J. Buford Director | Jun 15, 2026 | Award | +849 | $78.21 | $66.40K | 24,473 |
| Steven J. Zuckerman Director | Jun 15, 2026 | Award | +958 | $78.21 | $74.93K | 73,648 |
| Bernard Bennett Banks Director | Jun 15, 2026 | Award | +881 | $78.21 | $68.90K | 9,912 |
| Dalton Talley Sirmans Director | Jun 15, 2026 | Award | +737 | $78.21 | $57.64K | 2,760 |
| Daniel K. Rothermel Director | Jun 15, 2026 | Award | +385 | $78.21 | $30.11K | 115,561 |
| Mike Gill Director | Jun 15, 2026 | Award | +625 | $78.21 | $48.88K | 1,685 |
| Robert Neil Mackay Director | Jun 15, 2026 | Award | +522 | $78.21 | $40.83K | 10,335 |
| Andrea R. Allon Director | Jun 15, 2026 | Award | +625 | $78.21 | $48.88K | 40,034 |
| Lyle Cunningham Chief Banking Officer | May 29, 2026 | Sale | −47,914 | $75.03 | $3.59M | 19,854 |
| Lyle Cunningham Chief Banking Officer | May 29, 2026 | Option exercise | +10,000 | $28.37 | $283.70K | 67,768 |
| Lyle Cunningham Chief Banking Officer | May 29, 2026 | Option exercise | +5,123 | $19.28 | $98.77K | 57,768 |
| Jay S. Sidhu Chairman, Director | May 27, 2026 | Sale | −60,315 | $76.23 | $4.60M | 767,557 |
| Samvir S. Sidhu CEO, Director | May 12, 2026 | Buy | +1,000 | $72.58 | $72.58K | 521,714 |
| Philip Watkins EVP, Head of Corp Development | May 11, 2026 | Sale | −3,000 | $75.67 | $227.01K | 43,993 |
| Samvir S. Sidhu CEO, Director | Apr 12, 2026 | Tax withholding | −1,389 | $73.99 | $102.77K | 520,714 |
| Jay S. Sidhu Chairman, Director | Apr 12, 2026 | Tax withholding | −1,325 | $73.99 | $98.04K | 804,795 |
| Mark R. McCollom Chief Financial Officer | Apr 8, 2026 | Award | +2,711 | $73.80 | $200.07K | 5,082 |
| Samvir S. Sidhu CEO, Director | Apr 8, 2026 | Award | +5,285 | $73.80 | $390.03K | 539,305 |
| Jay S. Sidhu Chairman, Director | Apr 8, 2026 | Award | +7,047 | $73.80 | $520.07K | 827,872 |
| Samvir S. Sidhu CEO, Director | Apr 8, 2026 | Tax withholding | −1,562 | $73.80 | $115.28K | 522,103 |
| Jay S. Sidhu Chairman, Director | Apr 8, 2026 | Tax withholding | −1,461 | $73.80 | $107.82K | 806,120 |
| Philip Watkins EVP, Head of Corp Development | Apr 8, 2026 | Tax withholding | −568 | $73.80 | $41.92K | 46,993 |
| Samvir S. Sidhu CEO, Director | Apr 6, 2026 | Tax withholding | −3,015 | $71.70 | $216.18K | 506,881 |
| Samvir S. Sidhu CEO, Director | Apr 6, 2026 | Award | +12,626 | $71.70 | $905.28K | 519,507 |
| Samvir S. Sidhu CEO, Director | Apr 6, 2026 | Award | +12,255 | $71.70 | $878.68K | 524,842 |
| Samvir S. Sidhu CEO, Director | Apr 6, 2026 | Tax withholding | −6,920 | $71.70 | $496.16K | 512,587 |
| Samvir S. Sidhu CEO, Director | Apr 6, 2026 | Tax withholding | −6,716 | $71.70 | $481.54K | 518,126 |
| Samvir S. Sidhu CEO, Director | Apr 6, 2026 | Award | +12,255 | $71.70 | $878.68K | 530,381 |
| Samvir S. Sidhu CEO, Director | Apr 6, 2026 | Tax withholding | −6,716 | $71.70 | $481.54K | 523,665 |
| Jay S. Sidhu Chairman, Director | Apr 6, 2026 | Tax withholding | −6,704 | $71.70 | $480.68K | 807,581 |
| Jay S. Sidhu Chairman, Director | Apr 6, 2026 | Tax withholding | −6,705 | $71.70 | $480.75K | 797,249 |
| Jay S. Sidhu Chairman, Director | Apr 6, 2026 | Award | +17,036 | $71.70 | $1.22M | 814,285 |
| Jay S. Sidhu Chairman, Director | Apr 6, 2026 | Award | +17,037 | $71.70 | $1.22M | 803,954 |
| Jay S. Sidhu Chairman, Director | Apr 6, 2026 | Tax withholding | −6,908 | $71.70 | $495.30K | 786,917 |
| Jay S. Sidhu Chairman, Director | Apr 6, 2026 | Award | +17,553 | $71.70 | $1.26M | 793,825 |
| Jay S. Sidhu Chairman, Director | Apr 6, 2026 | Tax withholding | −3,010 | $71.70 | $215.82K | 776,272 |
| Jessie John Deano Velasquez Chief Accounting Officer | Apr 4, 2026 | Tax withholding | −274 | $70.41 | $19.29K | 4,283 |
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 shares outstanding
–
3M shares short
Days to cover
7.6
At 0M shares a day
Change since last report
+1.6%
From 3M shares
Short volume, 20 days
67.6%
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 Customers Bancorp's stock actually held short. Settlement fails (shares not delivered on time) peaked at 549 shares on Oct 13, 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 |
|---|---|---|---|---|---|
| Philip Watkins Officer | Nov 2, 2026 | 5,500 | $473.44K | Nov 2, 2026 | RSU Vesting |
| T. Lawrence Way Director | Oct 30, 2026 | 49,519 | $4.20M | Oct 30, 2026 | Purchase |
| Jay S. Sidhu Director | Oct 29, 2026 | 100,000 | $8.74M | Oct 29, 2026 | CUBI Equity Plan |
| Jay S. Sidhu Director | Jul 29, 2026 | 100,000 | $7.92M | Jul 29, 2026 | CUBI Equity Plan |
| Lyle Cunningham Officer | May 29, 2026 | 47,914 | $3.59M | May 29, 2026 | RSU Vesting |
| Jay S. Sidhu Officer | May 27, 2026 | 100,000 | $7.63M | May 27, 2026 | RSU Vesting |
| Philip Watkins Officer | May 11, 2026 | 3,000 | $227.02K | May 11, 2026 | PSU Vesting |
| Jessie Velasquez Officer | Dec 9, 2025 | 2,242 | $159.29K | Dec 9, 2025 | RSU Vesting |
| Jay S. Sidhu Director, Officer | Nov 5, 2025 | 200,000 | $13.55M | Nov 5, 2025 | RSU Vesting |
| Jay S. Sidhu Officer | Jan 31, 2025 | 100,173 | $5.68M | Jan 31, 2025 | RSU Vesting |
| Glenn Hedde Officer | Jan 30, 2025 | 15,815 | $921.22K | Jan 30, 2025 | RSU Vesting |
| Jay S. Sidhu Officer | Nov 7, 2024 | 100,000 | $5.48M | Nov 7, 2024 | RSU Vesting |
| Glenn Hedde Officer | Nov 6, 2024 | 5,002 | $268.50K | Nov 6, 2024 | RSU Vesting |
| Carla A. Leibold Officer | Mar 12, 2024 | 35,832 | $1.90M | Mar 12, 2024 | ESPP |
| Glenn Hedde Officer | Feb 27, 2024 | 666 | $36.10K | Feb 27, 2024 | RSU Vesting |
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