CSGP
Outperforming without a clear catalyst yet
- CSGP +5.00% on the last session vs SPY −0.29%: +5.3 pts of stock-specific move.
- Aftermath, big gain (+5.0% today so far, past its big-gain line of +2.6%): After its 68 big gains in the past 5 years, CSGP was higher a month later 23 times out of 68; half the outcomes fell between -9.3% and +2.5%. History, not a forecast.
- 1 analyst action in the past 10 days (0 positive, 0 negative); latest: Needham reiterated Buy, target $40.00.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Insiders
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Aug 19, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Sep 10 |
| Apr 14, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | May 8 |
| Mar 13, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Apr 7 |
| Jan 28, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Feb 13 |
| Dec 10, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Jan 12 |
| Oct 15, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Nov 18 |
| Sep 30, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Oct 10 |
| Sep 25, 2025 | Lisa McClain | House | Sell | $1K–$15K | Oct 22 |
| Sep 22, 2025 | Gilbert Cisneros | House | Buy | $1K–$15K | Oct 10 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Tiger Global (Chase Coleman) | Sold out | 13F, Q2 2026 | 1,500,000 | $60.5M | Aug 14 | |
| May 15, 2026 | Viking Global (Andreas Halvorsen) | Sold out | 13F, Q1 2026 | 1,442,582 | $97M | May 15 | |
| May 15, 2026 | Tiger Global (Chase Coleman) | Trimmed | 13F, Q1 2026 | 759,109 | $30.6M | 0.3% | May 15 |
| May 15, 2026 | Third Point (Dan Loeb) | Sold out | 13F, Q1 2026 | 3,165,000 | $212.8M | May 15 | |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | Trimmed | 13F, Q4 2025 | 407,147 | $27.4M | 0.3% | Feb 17 |
| Feb 17, 2026 | Tiger Global (Chase Coleman) | Trimmed | 13F, Q4 2025 | 986,000 | $66.3M | 0.5% | Feb 17 |
| Nov 14, 2025 | Viking Global (Andreas Halvorsen) | Trimmed | 13F, Q3 2025 | 1,368,839 | $115.5M | 0.4% | Nov 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves