13FPulse
CA

CACC CREDIT ACCEPTANCE CORP

2026Q2 · CUSIP 225310101 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
291
Institutions that reported holding it to the SEC
Net increase in holders
+34
Last quarter 257 → now 291
How unusual is that
Top 10%
Stronger buying than 91% of US stocks
What the filings say, in one paragraph

291 funds held CACC at the end of 2026Q2, up 34 from the quarter before. That is stronger buying than 91.0% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.3B(YoY +2.6%), the P/E is 13.4x, return on equity is 31.6%. CACC has had 11 buying rushes in its history, and the price moved +2.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=127 2013Q4: holders=128 2014Q1: holders=132 2014Q2: holders=142 2014Q3: holders=129 2014Q4: holders=137 2015Q1: holders=141 2015Q2: holders=162 2015Q3: holders=161 2015Q4: holders=153 2016Q1: holders=160 2016Q2: holders=153 2016Q3: holders=147 2016Q4: holders=157 2017Q1: holders=148 2017Q2: holders=163 2017Q3: holders=172 2017Q4: holders=192 2018Q1: holders=190 2018Q2: holders=194 2018Q3: holders=213 2018Q4: holders=225 2019Q1: holders=228 2019Q2: holders=236 2019Q3: holders=225 2019Q4: holders=228 2020Q1: holders=197 2020Q2: holders=197 2020Q3: holders=200 2020Q4: holders=206 2021Q1: holders=196 2021Q2: holders=209 2021Q3: holders=240 2021Q4: holders=271 2022Q1: holders=257 2022Q2: holders=242 2022Q3: holders=244 2022Q4: holders=232 2023Q1: holders=231 2023Q2: holders=225 2023Q3: holders=208 2023Q4: holders=226 2024Q1: holders=262 2024Q2: holders=231 2024Q3: holders=232 2024Q4: holders=246 2025Q1: holders=266 2025Q2: holders=273 2025Q3: holders=256 2025Q4: holders=247 2026Q1: holders=257 2026Q2: holders=291 -36 -18 +0 +18 +36 114210306 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 11 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2025Q1 Top 20% -5.1% -16.2%
2024Q1 Top 10% -5.9% -10.4%
2021Q4 Top 20% +8.7% +11.0%
2021Q3 Top 5% -19.9% -13.1%
2019Q2 Top 20% -5.6% -5.5%
2018Q4 Top 20% +6.8% +4.5%
2018Q3 Top 20% +3.8% +11.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
149
Change in large funds
+21
Total value they hold
$4.8B
Funds buying for the first time
75
Funds that sold out entirely
41
Price change that quarter
+9.4%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
13.4
EPS (TTM)
$45.36
EPS YoY
+30.7%
Revenue (TTM)
$2.3B
Revenue YoY
+2.6%
Net margin
21.5%
ROE
31.6%
Debt ratio
81.6%
FCF (TTM)
$1.2B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 15.79 2021-12-31: EPS 14.73 2022-03-31: EPS 14.94 2022-06-30: EPS 7.94 2022-09-30: EPS 6.49 2022-12-31: EPS 9.95 2023-03-31: EPS 7.61 2023-06-30: EPS 1.69 2023-09-30: EPS 5.43 2023-12-31: EPS 7.26 2024-03-31: EPS 5.08 2024-06-30: EPS -3.83 2024-09-30: EPS 6.35 2024-12-31: EPS 12.28 2025-03-31: EPS 8.66 2025-06-30: EPS 7.42 2025-09-30: EPS 9.43 2025-12-31: EPS 10.87 2026-03-31: EPS 12.40 2026-06-30: EPS 12.66 0M 294M 587M $M -4.21 6.58 17.37 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 14 10 22 35 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K187M374M 20162017201820192020202120222023202420252026
Latest quarter $346M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.