Filing Research | CMPR - CIMPRESS PLC Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	467.5KSH	$47.5M
2	Sequoia Financial Advisors, LLC	Shares	76.5KSH	$7.8M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	33.2KSH	$3.4M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	16.8KSH	$1.7M
5	Legacy Advisors, LLC	Shares	11.9KSH	$1.2M
6	Herold Advisors, Inc.	Shares	10.9KSH	$1.1M
7	Police & Firemen's Retirement System of New Jersey	Shares	5.2KSH	$525.6K
8	Merit Financial Group, LLC	Shares	3.7KSH	$381.3K
9	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	2.8KSH	$284.3K
10	Mirae Asset Global Investments Co., Ltd.	Shares	2.6KSH	$267.9K
11	Blue Zone Wealth Advisors, LLC	Shares	2.3KSH	$232.1K
12	EverSource Wealth Advisors, LLC	Shares	697SH	$70.9K
13	IFP Advisors, Inc	Shares	637SH	$64.8K
14	SIGNATUREFD, LLC	Shares	534SH	$54.3K
15	GAMMA Investing LLC	Shares	391SH	$39.8K
16	Financial Management Professionals, Inc.	Shares	326SH	$33.2K
17	True Wealth Design, LLC	Shares	273SH	$27.8K
18	FIRST HORIZON CORP	Shares	263SH	$26.7K
19	Fortitude Family Office, LLC	Shares	111SH	$11.3K
20	SJS Investment Consulting Inc.	Shares	101SH	$10.3K
21	MassMutual Private Wealth & Trust, FSB	Shares	30SH	$3.1K
22	Versant Capital Management, Inc	Shares	29SH	$2.9K
23	Blue Trust, Inc.	Shares	24SH	$2.4K
24	COUNTRY TRUST BANK	Shares	24SH	$2.4K
25	Farther Finance Advisors, LLC	Shares	23SH	$2.3K
26	Handelsbanken Fonder AB	Shares	6.9KSH	$701
27	State of Alaska, Department of Revenue	Shares	1.4KSH	$142
28	TFC Financial Management, Inc.	Shares	1SH	$102

Manager changes2026-06-30 vs 2026-03-31

29 / 29 loaded

#		Instrument
1	WASATCH ADVISORS LP new	Shares	+467.5K	+$47.5M	$47.5M
2	Sequoia Financial Advisors, LLC trimmed	Shares	-51	+$2.2M	$7.8M
3	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-2.8K	+$748.9K	$3.4M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+224	+$445.5K	$1.7M
5	Legacy Advisors, LLC added	Shares	+15	+$342.7K	$1.2M
6	Herold Advisors, Inc. unchanged	Shares	0	+$313.3K	$1.1M
7	CONTRAVISORY INVESTMENT MANAGEMENT, INC. new	Shares	+2.8K	+$284.3K	$284.3K
8	Blue Zone Wealth Advisors, LLC new	Shares	+2.3K	+$232.1K	$232.1K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+497	+$184.6K	$525.6K
10	Mirae Asset Global Investments Co., Ltd. added	Shares	+929	+$143.4K	$267.9K
11	Merit Financial Group, LLC added	Shares	+181	+$120.8K	$381.3K
12	Financial Management Professionals, Inc. new	Shares	+326	+$33.2K	$33.2K
13	SIGNATUREFD, LLC unchanged	Shares	0	+$15.3K	$54.3K
14	IFP Advisors, Inc trimmed	Shares	-50	+$14.6K	$64.8K
15	GAMMA Investing LLC added	Shares	+13	+$12.2K	$39.8K
16	Fortitude Family Office, LLC new	Shares	+111	+$11.3K	$11.3K
17	EverSource Wealth Advisors, LLC trimmed	Shares	-120	+$11.2K	$70.9K
18	SJS Investment Consulting Inc. added	Shares	+99	+$10.1K	$10.3K
19	True Wealth Design, LLC trimmed	Shares	-10	+$7.1K	$27.8K
20	FIRST HORIZON CORP trimmed	Shares	-73	+$2.2K	$26.7K
21	Versant Capital Management, Inc added	Shares	+12	+$1.7K	$2.9K
22	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$861	$3.1K
23	Blue Trust, Inc. unchanged	Shares	0	+$689	$2.4K
24	COUNTRY TRUST BANK unchanged	Shares	0	+$689	$2.4K
25	Farther Finance Advisors, LLC unchanged	Shares	0	+$636	$2.3K
26	Handelsbanken Fonder AB added	Shares	+200	+$212	$701
27	TFC Financial Management, Inc. new	Shares	+1	+$102	$102
28	State of Alaska, Department of Revenue unchanged	Shares	0	+$40	$142
29	Ares Financial Consulting, LLC exited	Shares	-123	-$9.1K	$0