BeStock  

Carriage Services CSV

US equityMarket cap rank #3709Personal Services
$26.80 −$1.41 (-5.00%)
Market closed · Nov 7, 9:10 am ET · Last extended-hours $26.80 0.00%
Open$28.21
Prev close$28.21
Day range$26.28 – $28.73
Volume492.2K
Market cap$425.50M
P/E (TTM)9.1
Dividend yield1.68%

Ownership & positioning

Who holds it, who is betting against it, and where the big money is moving

Institutional ownership92.1%+5.01 pts vs. prior quarter
Institutions holding195+0 vs. prior quarter
Insider trades (recent)35 buys / 13 sellsNet buying
Short interest5.54% of floatDays to cover 3.2 · as of 15 Oct 2026
Short-sale volume share20.4%5-day average of daily volume

Short-sale volume as % of daily volume

-1%14%30%46%Sep '26Oct '26Nov '26

Large-order net flow, last 20 sessions

Net of large-order buying minus selling, in USD. Over this window: −$2.21M (6 inflow days, 14 outflow days).

Net flow by order size, last 20 sessions

−$1.2MSuper−$1.0MBig−$422.9KMid+$3.3MSmall

Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.

The five largest holders on file together own 38.4% of shares outstanding.

Largest holders

  • FMR14.99%
  • BlackRock6.92%
  • Vineyard Capital Partners, L.L.C.6.15%
  • T. Rowe Price Group, Inc.5.56%
  • Vanguard Capital Management, LLC4.75%
  • Dimensional Fund Advisors3.99%
  • Columbia Management Investment Advisers, LLC3.43%
  • LSV Asset Management3.42%

By investor type

  • Mutual Fund71.22%
  • Hedge Fund10.45%
  • VC/PE Fund6.15%
  • Individual/Insider2.93%
  • Public Company2.28%
  • Private Company1.24%
  • Sovereign Wealth Fund0.36%
  • Insurance Company0.21%

Reported short interest has risen from 2.88% to 5.54% of float over the last 6 biweekly reports (31 Jul 2026 to 15 Oct 2026).

Recent institutional activity

HolderTypePeriodShare changeNew stake
Vineyard Capital Partners, L.L.C. VC/PE Fund 2026/Q3 +934,200 6.1%
Jeff Boutwell Individual/Insider 2026/Q3 +30,000 0.2%
Swedbank Robur Fonder AB Mutual Fund 2026/Q3 +30,171 1.1%
Nuveen Asset Management LLC Insurance Company 2026/Q3 +33,269 0.2%
T. Rowe Price Group, Inc. Mutual Fund 2026/Q3 +586,588 5.6%
BlackRock Mutual Fund 2026/Q3 +78,615 6.9%
Polar Asset Management Partners Inc. Hedge Fund 2026/Q3 +71,905 2.1%
Swedbank Robur Fonder AB Mutual Fund 2026/Q3 +65,325 0.9%
Norges Bank Investment Management Sovereign Wealth Fund 2026/Q3 +54,900 0.3%
Morgan Stanley Public Company 2026/Q3 +50,449 1.1%
Oak Ridge Investments, LLC Mutual Fund 2026/Q3 +50,381 0.3%
Boston Partners Global Investors, Inc. Mutual Fund 2026/Q3 +44,655 1.6%
Qube Research & Technologies Ltd Mutual Fund 2026/Q3 +34,697 1.2%
Trexquant Investment LP Hedge Fund 2026/Q3 +30,576 0.5%
Columbia Management Investment Advisers, LLC Mutual Fund 2026/Q3 +28,960 3.4%

Institutional buy/sell activity by reporting period, largest moves first.

Insider transactions

DateInsiderTitleTransactionSharesPriceHeld after
29 Sep 2026 Gregory Brudnicki Advisor to the Board Other Acquisition +160 $31.17 29,193
29 Sep 2026 Chad Fargason Independent Director Other Acquisition +1,443 $31.17 27,369
29 Sep 2026 Edmondo Robinson Independent Director Other Acquisition +986 $31.17 5,697
29 Sep 2026 Somer Webb Independent Director Other Acquisition +866 $31.17 12,029
29 Sep 2026 Julie Sanders Independent Director Other Acquisition +312 $31.17 4,793
29 Jun 2026 Gregory Brudnicki Advisor to the Board Other Acquisition +130 $38.34 29,033
29 Jun 2026 Edmondo Robinson Independent Director Other Acquisition +664 $38.34 4,711
29 Jun 2026 Somer Webb Independent Director Other Acquisition +612 $38.34 11,163
29 Jun 2026 Julie Sanders Independent Director Other Acquisition +208 $38.34 4,481
30 Mar 2026 Gregory Brudnicki Advisor to the Board Other Acquisition +109 $45.66 28,903
30 Mar 2026 Edmondo Robinson Independent Director Other Acquisition +557 $45.66 4,047
30 Mar 2026 Somer Webb Independent Director Other Acquisition +541 $45.66 10,551
30 Mar 2026 Julie Sanders Independent Director Other Acquisition +174 $45.66 4,273
24 Feb 2026 Steven Metzger President Other Acquisition +13,398 $44.08 83,634
24 Feb 2026 Steven Metzger President Other Derivative Acquisition +13,398 – 13,398
24 Feb 2026 John Enwright Chief Financial Officer Other Acquisition +8,507 $44.08 15,217
24 Feb 2026 John Enwright Chief Financial Officer Other Derivative Acquisition +8,507 – 8,507
24 Feb 2026 Carlos Quezada CEO & Vice Chairman Other Acquisition +20,417 $44.08 109,110
24 Feb 2026 Carlos Quezada CEO & Vice Chairman Other Derivative Acquisition +20,417 – 20,417
24 Feb 2026 Shane Pudenz Vice President Of Sales Other Acquisition +6,210 $44.08 19,223

From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.

Short interest, by report

Report dateShares short% of floatDays to cover
15 Oct 2026 880,458 5.5% 3.2
30 Sep 2026 623,403 3.9% 3.5
15 Sep 2026 590,372 3.7% 4.1
31 Aug 2026 573,962 3.6% 4.7
14 Aug 2026 502,186 3.2% 1.7
31 Jul 2026 457,520 2.9% 3.8

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