Conestoga Small Ca-InvCCASX
13F holders, Q1 2025 (March 31)3holders +1
1new positions
0sold out
$68.35avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Conestoga Small Ca-Inv (CCASX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Fairfield Financial Advisors, LTD ($1.8M), Twin Capital Management Inc. ($257K) and Vermillion Wealth Management, Inc. ($87K).
- Company
- Conestoga Small Ca-Inv
- CUSIP
- 207019100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $87K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,272 shares bought and 537 shares sold, net +735 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Fairfield Financial Advisors, LTD | 0.67% | Reduce -2.0% | 25,853 | $1.8M |
| Twin Capital Management Inc. | 0.03% | No change | 3,763 | $257K |
| Vermillion Wealth Management, Inc. | 0.03% | New | 1,272 | $87K |
"% of holder's portfolio" is CCASX's weight in each manager's 13F, not the share of Conestoga Small Ca-Inv the manager owns.