13F

CG CARLYLE GROUP INC/THE

2026Q1 · CUSIP 14316J108

⚪ Neutral · No signal
Holders
593
Δ holders QoQ
-27
Breadth percentile
Top 94%
Whale holders
231
Δ whales
-4
Inst. holding value
$10.5B
New positions
75
Closed positions
102
Price momentum (1Q)
-13.5%
Put / Call
13/17

Breadth history (34 quarters)

2018Q1: Δ+0 · h=1 2018Q2: Δ+0 · h=1 2018Q3: Δ+0 · h=1 2018Q4: Δ+0 · h=1 2019Q1: Δ+0 · h=1 2019Q2: Δ+0 · h=1 2019Q3: Δ+0 · h=1 2019Q4: Δ+24 · h=25 2020Q1: Δ+166 · h=191 2020Q2: Δ+49 · h=240 2020Q3: Δ+17 · h=257 2020Q4: Δ+32 · h=289 2021Q1: Δ+24 · h=313 2021Q2: Δ+27 · h=340 2021Q3: Δ+50 · h=390 2021Q4: Δ+68 · h=458 2022Q1: Δ+25 · h=483 2022Q2: Δ-46 · h=437 2022Q3: Δ-24 · h=413 2022Q4: Δ+14 · h=427 2023Q1: Δ-1 · h=426 2023Q2: Δ-34 · h=392 2023Q3: Δ+19 · h=411 2023Q4: Δ+60 · h=471 2024Q1: Δ+45 · h=516 2024Q2: Δ-4 · h=512 2024Q3: Δ+8 · h=520 2024Q4: Δ+45 · h=565 2025Q1: Δ-43 · h=522 2025Q2: Δ+47 · h=569 2025Q3: Δ+66 · h=635 2025Q4: Δ-15 · h=620 2026Q1: Δ-27 · h=593 2018Q1: holders=1 2018Q2: holders=1 2018Q3: holders=1 2018Q4: holders=1 2019Q1: holders=1 2019Q2: holders=1 2019Q3: holders=1 2019Q4: holders=25 2020Q1: holders=191 2020Q2: holders=240 2020Q3: holders=257 2020Q4: holders=289 2021Q1: holders=313 2021Q2: holders=340 2021Q3: holders=390 2021Q4: holders=458 2022Q1: holders=483 2022Q2: holders=437 2022Q3: holders=413 2022Q4: holders=427 2023Q1: holders=426 2023Q2: holders=392 2023Q3: holders=411 2023Q4: holders=471 2024Q1: holders=516 2024Q2: holders=512 2024Q3: holders=520 2024Q4: holders=565 2025Q1: holders=522 2025Q2: holders=569 2025Q3: holders=635 2025Q4: holders=620 2026Q1: holders=593 -166 -83 +0 +83 +166 0334667 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 15 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q3 Top 3% +3.8% -10.6%
2025Q2 Top 5% -15.4% -12.3%
2024Q4 Top 11% -9.1% +19.4%
2024Q1 Top 5% -2.8% +18.2%
2023Q4 Top 7% -1.9% -4.6%
2023Q3 Top 9% +42.3% +41.7%
2022Q1 Top 6% -10.1% -21.9%
2021Q4 Top 6% -23.6% -26.4%
2021Q3 Top 2% -19.2% -38.3%
2021Q2 Top 9% +22.6% -4.1%
2021Q1 Top 14% +14.8% +40.8%
2020Q4 Top 19% +16.7% +34.0%
2020Q3 Top 15% +27.7% +49.6%
2020Q2 Top 5% +2.5% +35.6%
2020Q1 Top 0% +10.3% +13.1%
Put holders / Call holders: 13 / 17