# Copart Inc. institutional stake increase

> Live situation record from CLSTR: https://clstr.news/situations/copart-inc-institutional-stake-increase
> Updated: 2026-08-21T10:09:10.000Z. Sources: 2. Developments: 3.

Following reports in July that Copart Inc. saw an increase in institutional ownership, subsequent SEC 13F filings have detailed specific movements among major investors. While Edgestream Partners L.P. and Waverly Advisors LLC significantly boosted their holdings in the first quarter, new data from the second quarter shows further expansion of institutional interest.

During the second quarter, Clear Harbor Asset Management LLC established a new position of 130,867 shares, valued at approximately $3,689,000. Other firms also entered or expanded their stakes, including Oxford Financial Group LTD. LLC with 124,000 shares and First Nebraska Trust Co with 104,531 shares. Additionally, BlackRock Inc. acquired a new stake valued at approximately $1,908,980,000, while State Street Corp increased its existing position.

Collectively, institutional investors and hedge funds maintain a dominant ownership position, holding roughly 85.78% of Copart’s outstanding stock. The NASDAQ-listed business services provider previously reported first-quarter earnings of $0.43 per share, exceeding expectations on $1.24 billion in revenue.

## Timeline

### 2026-08-21: Copart, Inc. sees increased interest from institutional investors

Multiple institutional investors, including Clear Harbor Asset Management and Oxford Financial Group, have established or increased positions in Copart, Inc. according to recent SEC filings.

2 sources. https://clstr.news/cluster/copart-inc-sees-increased-interest-from-institutional-investors

### 2026-07-28: Copart Inc. gains sizable stakes from Edgestream Partners and Waverly Advisors

Edgestream Partners and Waverly Advisors increased their Q1 stakes in Copart Inc., together holding millions of shares as institutional investors own about 86% of the company.

2 sources. https://clstr.news/cluster/copart-inc-gains-sizable-stakes-from-edgestream-partners-and-waverly-advisors

### 2026-07-01: Copart Inc. Institutional Stake Increases Reported

Janery Montgomery Scott and several other investors increased their stakes in Copart Inc., while CEO Jeffrey Liaw sold 26,213 shares, reducing his holding by 24.8%.

2 sources. https://clstr.news/cluster/copart-inc-institutional-stake-increases-reported

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Cite as: Copart Inc. institutional stake increase. CLSTR, https://clstr.news/situations/copart-inc-institutional-stake-increase