SEC 13F Intelligence

Sapience Investments, LLC / CAKE

Sapience Investments, LLC’s Cheesecake Factory Inc Position

Does Sapience Investments, LLC own Cheesecake Factory Inc (CAKE)? Not currently — the last reported position was 39.1K shares worth $2M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2024
Shares
39.1K
% of Portfolio
+1.08%
Quarters Held
16
position exited

Position History CAKE

Reported value by quarter
Q4 ’20: $11MQ4 ’20Q1 ’21: $13MQ2 ’21: $13MQ2 ’21Q3 ’21: $13MQ4 ’21: $14MQ4 ’21Q1 ’22: $13MQ2 ’22: $6MQ2 ’22Q3 ’22: $7MQ4 ’22: $9MQ4 ’22Q1 ’23: $7MQ2 ’23: $7MQ2 ’23Q3 ’23: $6MQ4 ’23: $6MQ4 ’23Q1 ’24: $4MQ2 ’24: $2MQ2 ’24Q4 ’24: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202439.1K$2M+1.08%
Q2 202449.8K$2M+1.00%
Q1 2024103.0K$4M+1.23%
Q4 2023158.4K$6M+1.32%
Q3 2023185.4K$6M+1.35%
Q2 2023190.9K$7M+1.49%
Q1 2023193.8K$7M+1.57%
Q4 2022273.3K$9M+1.82%
Q3 2022239.1K$7M+1.47%
Q2 2022244.9K$6M+1.21%
Q1 2022327.4K$13M+1.58%
Q4 2021362.1K$14M+1.61%
Q3 2021287.2K$13M+1.60%
Q2 2021242.2K$13M+1.63%
Q1 2021221.6K$13M+1.63%
Q4 2020288.2K$11M+1.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sapience Investments, LLC’s full portfolio or all institutional holders of CAKE.