CSTL CASTLE BIOSCIENCES INC
Executive Summary
Institutional cluster for CSTL reveals 5 sellers (notably Citadel trimming 71.8% of its stake) vs 2 passive buyers, resulting in net selling of ~$11M. Quant funds leading the exit suggests caution despite bullish analyst sentiment.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$11.0M
▲ Buyers (2)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | ADD | +60.9% | $6.1M | $2.7M |
| Invesco | ADD | +38.1% | $1.3M | $446.0K |
▼ Sellers (5)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| D.E. Shaw | TRIM | -37.5% | $3.0M | -$917.2K |
| Citadel | TRIM | -71.8% | $18.1M | -$12.4M |
| Ubs Am, A Distinct Business Un | TRIM | -44.1% | $2.1M | -$789.6K |
| Ameriprise Financial | TRIM | -31.2% | $7.6M | -$1.8M |
| Barclays | TRIM | -33.4% | $2.0K | $1.7M |
Actionable Insight
Institutional cluster shows significant net selling led by quantitative funds (Citadel, D.E. Shaw). Despite bullish analyst consensus, this selling pressure flags potential near-term weakness. Monitor for further insider activity or guidance changes.
Key Facts
- 5 institutions reduced positions by $14.2M while 2 passive funds added $3.2M
- Net institutional selling of approximately $11.0M
- Citadel cut 71.8% of its stake, selling $12.4M worth
- D.E. Shaw reduced by 37.5%, selling $917K
- Only passive buyers (Morgan Stanley, Invesco) added shares
Financial Impact
5 institutions reduced holdings by $14.2M while 2 passive funds added $3.2M, resulting in net institutional selling of approximately $11.0M.
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound further
- Passive buying could offset selling pressure
- Strong analyst consensus may be overoptimistic
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CSTL-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
2d ago
|
Institutional Cluster
| $20.89 awaiting T+1 | awaiting T+1 | — | — |
|
Jun 1, 2026
11d ago
|
144
| $19.71 $20.39 | ▲ +3.45% | ▲ +4.17% | — |
|
May 7, 2026
5w ago
|
144
| $19.83 $19.04 | ▼ −3.98% | ▼ −4.22% | — |
|
Apr 8, 2026
9w ago
|
DEFA14A
| $25.19 $23.43 | ▼ −6.99% | ▼ −7.56% | — |
|
Mar 13, 2026
13w ago
|
Press Release
| $25.56 $25.83 | ▲ +1.06% | ▲ +0.03% | — |
|
Mar 12, 2026
13w ago
|
Insider Cluster
| $25.32 $25.56 | ▼ −0.95% | ▼ −1.55% | — |
|
Mar 12, 2026
13w ago
|
Insider Cluster
| $25.32 $25.56 | ▼ −0.95% | ▼ −1.55% | — |
|
Mar 9, 2026
13w ago
|
Press Release
| $27.02 $26.60 | ▼ −1.55% | ▼ −1.37% | — |
|
Mar 5, 2026
14w ago
|
Insider Cluster
| $27.91 $27.12 | ▲ +2.83% | ▲ +1.52% | — |
|
Mar 5, 2026
14w ago
|
Insider Cluster
| $27.91 $27.12 | ▲ +2.83% | ▲ +1.52% | — |
US Market Status
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