§ COMMERCIAL SERVICES & SUPPLIES
USD · Commercial Services & SuppliesCWST
CASELLA WASTE SYSTEMS INC-A
USDSector · Commercial Services & SuppliesBeta · 0.85
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
237 increased/new, 128 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 692.6 | P/B | 3.96 |
| EPS (TTM) | 0.12 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 9.0M | 0.0% | −0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.4M | n/a | n/a |
| Conestoga Capital Advisors, LLC | 2.8M | 4.4% | +1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.8M | n/a | n/a |
| WASATCH ADVISORS LP | 2.6M | 1.4% | −31% |
| State Street | 2.4M | 0.0% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for CWST as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER60.5% · 295 holders
QUALITY / COMPOUNDER24.9% · 30 holders
PASSIVE / INDEX21.0% · 10 holders
DEALER / BANK15.0% · 36 holders
INCOME / DEFENSIVE2.1% · 25 holders
TACTICAL / MACRO0.1% · 1 holder
SYSTEMATIC / QUANT0.0% · 5 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CWST in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CWST yet.