# US institutional investors expand holdings > Live situation record from CLSTR: https://clstr.news/situations/us-institutional-investors-expand-holdings > Updated: 2026-08-03T09:05:15.000Z. Sources: 2. Developments: 2. In late July 2026, Rubric Capital Management disclosed a 13‑F filing showing it bought an additional 558,853 shares of Carter's, Inc., raising its total to about 2.76% of the textile maker. In the same filing, Quantinno Capital Management reported a purchase of 31,372 shares of Curtiss‑Wright Corporation, bringing its stake to roughly 0.44% of the aerospace firm. A week later, Shariaportfolio Inc. filed a 13‑F indicating a purchase of 25,978 Cisco Systems shares, valued at about $2 million and representing roughly 0.9% of its portfolio. Quantinno Capital also reported a 6.9% increase in its holding of Cloudflare, Inc., to 80,100 shares worth approximately $16.5 million. Additional funds such as Cozad Asset Management, Financial Insights, Signature Resources Capital Management, Smithfield Trust, HM Payson & Co., Wiser Advisor Group, Wexford Capital and Brown Brothers Harriman disclosed new or expanded positions in these companies. These filings illustrate a continued trend of U.S. institutional investors using quarterly 13‑F reports to increase their stakes across a range of sectors, from apparel and aerospace to networking and cloud services. ## Timeline ### 2026-08-03: Institutional investors boost stakes in Cisco and Cloudflare Shariaportfolio Inc. bought $2 M of Cisco shares, while Quantinno Capital Management LP increased its Cloudflare stake to $16.5 M, with several other funds also expanding positions in both companies. 2 sources. https://clstr.news/cluster/institutional-investors-boost-stakes-in-cisco-and-cloudflare ### 2026-07-27: Carter's and Curtiss-Wright see notable institutional stake increases Rubric Capital boosted its Carter's stake to 2.76% and Quantinno Capital raised its Curtiss‑Wright holding to 0.44% in recent SEC 13‑F filings. 2 sources. https://clstr.news/cluster/carters-and-curtiss-wright-see-notable-institutional-stake-increases --- Cite as: US institutional investors expand holdings. CLSTR, https://clstr.news/situations/us-institutional-investors-expand-holdings