Follow-The-Filings

Security

CARE

Carter Bankshares Inc. · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

8 owners 1 new max 0.0% (Vanguard Group Inc.)

grid → activity →
owners 8
max % 0.0%
tracked value $34M
qoq N 1 A 4 R 2

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 1,288,798 $25M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 135,665 $3M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 124,004 $3M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 59,914 $1M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 23,374 $545 hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 24,310 $478 hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 11,000 $257 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 10,821 $252 hist

8 current · options excluded

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 $17.27M $19.41M $20.32M
Gross profit — — —
Gross margin — — —
Net income $23.38M $24.52M $31.36M
Net margin * 135.4% 126.3% 154.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $4.51B $4.66B $4.85B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $351.24M $384.31M $419.7M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $46.73M $36.94M $39.86M
Cash from investing -$307.01M -$68.4M -$155.91M
Cash from financing $267.94M $108.11M $90.04M
Net change in cash $7.66M $76.64M -$26.01M

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