As of 30 Sep 2025, 29 institutional investors reported holding 10,564,601 shares of PROFESIONALLY MANAGED PORTFO - CONGRESS SMID GR (CSMD).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 133,276 | $4,214,171 | +$780,475 | $31.62 | 4 |
| 2025 Q3 | 10,564,601 | $351,839,770 | +$32,369,791 | $33.31 | 29 |
| 2025 Q2 | 9,867,357 | $307,712,030 | +$30,400,639 | $31.18 | 28 |
| 2025 Q1 | 8,820,261 | $243,976,855 | +$22,333,678 | $27.66 | 17 |
| 2024 Q4 | 8,002,130 | $239,448,621 | +$50,992,573 | $29.92 | 20 |
| 2024 Q3 | 6,255,785 | $187,092,658 | +$28,629,834 | $29.91 | 15 |
| 2024 Q2 | 5,301,163 | $151,915,228 | +$49,312,136 | $28.66 | 15 |
| 2024 Q1 | 3,573,022 | $107,566,558 | -$4,693,717 | $30.11 | 5 |
| 2023 Q4 | 49,599 | $1,321,814 | +$254,774 | $26.66 | 2 |
| 2023 Q3 | 40,000 | $970,092 | +$970,092 | $24.25 | 1 |