Follow-The-Filings

Security · featured owners

CAKE Cheesecake Factory Inc.

Consumer Discretionary COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 0.1%
  • $49M
  • 1 add 2 reduce

CAKE (Cheesecake Factory Inc.) is held in 3 featured 13F books as of 2026 Q2. Ron Baron - Bamco Inc. (Baron Capital) is the largest tracked holder by portfolio weight (0.05%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.1% (Ron Baron - Bamco Inc. (Baron Capital)) · not free-float ownership

  1. Ron Baron reduce 0.05%
  2. First Eagle Investment Manage... reduce 0.02%
  3. Polen Capital Management add 0.02%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.05% Reduce −55.0% 450,000 $36M history
First Eagle Investment Management 2026 Q2 0.02% Reduce −9.5% 133,591 $11M history
Polen Capital Management 2026 Q2 0.02% Add +34.1% 33,297 $3M history

3 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 10 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K/A 7.01,9.01 Filing Doc
8-K 2.02,7.01,8.01,9.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,8.01,9.01 Filing Doc
DEFA14A Filing Doc
8-K 1.01,2.03 Filing Doc
10-K Filing Doc
8-K 2.02,7.01,8.01,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 17 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 Filing Doc
4 Period Aug 26, 2026 Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 10, 2026 · 2 forms Filing Doc
4 Period Aug 4, 2026 Filing Doc
4 Period Aug 5, 2026 Filing Doc
4 Period Jul 31, 2026 Filing Doc
4 Period Jul 30, 2026 Filing Doc
4 Period Jul 30, 2026 · 2 forms Filing Doc
4 Period Jun 2, 2026 Filing Doc
4 Period May 28, 2026 · 3 forms Filing Doc
4 Period May 1, 2026 Filing Doc
4 Period Apr 1, 2026 · 4 forms Filing Doc
4 Period Mar 10, 2026 Filing Doc
4 Period Feb 11, 2026 Filing Doc
4 Period Feb 16, 2026 Filing Doc
4 Period Feb 25, 2026 · 2 forms Filing Doc

Updated 11 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue — $3.44B $3.75B
Net income $43.12M $101.35M $148.43M
Net margin * — 2.9% 4.0%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $345.77M $300.8M $454.83M
Total non-current assets * $2.43B $2.54B $2.81B
Total assets $2.78B $2.84B $3.26B
Total current liabilities $656.68M $660.67M $777.01M
Total non-current liabilities * — $1.86B $2.05B
Total equity $292M $318.06M $436.43M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $161.93M $218.4M $301.28M
Cash from investing -$112.82M -$153.5M -$147.26M
Cash from financing -$123.64M -$123.54M -$22.78M
Net change in cash -$74.85M -$58.49M $131.55M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders