NasdaqReal EstateReal EstateSCOTTSDALE, AZ

CaliberCos Inc. CWD

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Estimated market cap $4.22M10.99M shares, shares as of Nov 11, 2026CIK 1627282

Insider trades, 12 mo

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No open-market trades

Congress trades, 24 mo

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No disclosed trades

13F holders, Q3 2026

3.2% of shares · 1 added

13F holders

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Lobbying, 12 mo

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No lobbying filings

Federal contracts, 12 mo

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None matched

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Latest 10-Q

Q3 2026

What changed in CaliberCos Inc.'s latest quarterly report, compared with the one before.

Filed Nov 13, 2026 · Quarter ended Sep 30, 2026

Compared with the 10-Q for the quarter ended Jun 30, 2026. Sections compared: management's discussion, risk factors, legal proceedings and controls and procedures.

Read the 10-Q on sec.gov ↗Filing index ↗

Latest 10-Q

What changed in CaliberCos Inc.'s latest quarterly report, compared with the one before.

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Insider trades

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.

No open-market insider trades reported since Apr 4, 2025. Insiders have two business days to file.

Recent insider trades
Insider	Traded	Type	Value	Since trade
Jade Leung CFO	Apr 4, 2025 Form 4 ↗	Sale	−$13.1K 28,500 sh @ $0.46	-145.8%

All CWD insider trades →Planned sales (Form 144): see notices

Insider trades

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.

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13F holders

348,215 shares

10 funds report CWD. Values checked against market prices.

Funds own 2.9% of shares (Q2 2026)

16 funds hold the stock.

Q3 2026: 3.2% · 5,560 of ~8,900 funds reported so far

Q2 20262.9%
Q3 2026 (so far)3.2%

Q3 2026. 3 new, 1 added to, 1 trimmed, 9 exited since Q2 2026.

Top 13F holders
#
1	HRT Financial LP 13F ↗	105,212	$64.0K	n/a
2	Jane Street Group, LLC 13F ↗	53,647	$32.8K	New
3	Geode Capital Management, LLC 13F ↗	44,315	$27.1K	-20.0%
4	UBS Group AG 13F ↗	43,155	$26.4K	+171.9%
5	Vanguard Capital Management LLC 13F ↗	36,497	$22.3K	unchanged
6	Vanguard Fiduciary Trust Co 13F ↗	35,759	$21.8K	unchanged
7	StoneX Group Inc. 13F ↗	21,536	$11.9K	New
8	Citigroup Inc 13F ↗	7,914	$4,835	New
9	DecisionPoint Financial, LLC 13F ↗	142	$82	unchanged
10	Morgan Stanley 13F ↗	38	$23	unchanged

One of these funds reports its values in thousands of dollars; its figures are shown in dollars.

Download CSV Every fund that holds CWD, not only these ten. A download holds at most 10,000 rows; narrow the filters to get a smaller slice.

13F holders

Funds that report this stock, checked against market prices.

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Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.

No recent congressional trades for this company.

Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.

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Lobbying

What CaliberCos Inc. and its lobbying firms report each quarter.

No recent lobbying filings for this company.

Lobbying

What CaliberCos Inc. and its lobbying firms report each quarter.

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Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

Funds holding the stock

Shares they report

Funds holding the stock by quarter

Q2 2025	6	—	6,207	$22.5K
Q3 2025	8	+2	18,540	$82.7K
Q4 2025	16	+8	151,469	$187.4K
Q1 2026	15	-1	209,232	$240.4K
Q2 2026	16	+1	302,919	$198.6K
Q3 2026	10	-6	348,215	$211.2K

Each point is a quarter-end, from Q2 2025 to Q3 2026. A fund's 13F lists its long positions in US-listed securities as of the last day of the quarter and arrives up to 45 days later, so each point shows holdings at quarter-end, not on the day they were reported.

Common shares only; options and bonds are left out. When a fund amends a report, the amended version is the one counted.

The history follows the company's current CUSIP number (13000T604). If the company's shares were ever re-issued under a different CUSIP, the quarters before the change are not part of this series, so the first point (Q2 2025) can be later than the stock's first appearance in 13F reports.

Share counts are adjusted for stock splits; none took place between these quarters. Values are in dollars as reported at the time and are not adjusted.

A quarter appears once our daily update has built its summary. If a summary cannot be built, older reports are kept and the chart shows the quarters it has until the next update repairs it.

Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

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More filings and data

Each opens the table.

Ownership stakesNone in 12 mo 8-K events7 in 90 days PatentsNone on record Short interestFINRA · updated Oct 15 Planned insider salesNone in 12 mo Executive payNone on record Wikipedia attentionNone on record SEC enforcementNone on record IPO history2 registrations Ownership stakes…8-K events…Patents…Short interest…Planned insider sales…Executive pay…Wikipedia attention…SEC enforcement…

About the company

The basics from the company’s SEC registration.

Legal name: CaliberCos Inc.
Address: 8901 E. MOUNTAIN VIEW RD., SUITE 150, SCOTTSDALE, AZ 85258
Phone: 480-295-7600
Fiscal year ends: Dec 31
Filer category: Non-accelerated filer, smaller reporting company, emerging growth company
Incorporated in: DE
Listed as: CWD (Nasdaq)
Former names: CaliberCo Inc. (until 2014)
SEC filings: All filings on SEC EDGAR ↗

About the company

The basics from the company’s SEC registration.

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$0.3839−$0.03 (−7.38%) Nov 13 close

1M3M1Y

Oct 13, 2026Low $0.3804 · High $0.462Nov 13, 2026

Aug 13, 2026Low $0.3804 · High $0.754Nov 13, 2026

Nov 13, 2025Low $0.3804 · High $2.77Nov 13, 2026

Congress purchase Congress sale Insider sale over $1M

Adjusted for stock splits; not for dividends. Where prices come from.

Live chart

Intraday and historical prices from TradingView. Quotes may be delayed.

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Information, not investment advice. Company matching is automatic; check the source before relying on one row.