As of the latest SEC filings, CASELLA WASTE SYSTEMS INC (CWST) is held by 393 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $297,818,796.02 in market value, representing 0.32% of its portfolio.
Funds holding CASELLA WASTE SYSTEMS INC (CWST)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CWST
- CIK:
- 0000911177
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.32% | $297,818,796.02 | 3,753,703 | Mar 31, 2026 | May 26, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.34% | $278,568,849.18 | 3,511,077 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $157,701,499.78 | 1,987,667 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.17% | $121,478,981.46 | 1,531,119 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.07% | $114,389,714.44 | 1,441,766 | Mar 31, 2026 | May 28, 2026 |
|
CCALX
CONESTOGA SMALL CAP FUND
|
MF | Independent / Boutique | 4.46% | $100,150,485.30 | 1,262,295 | Mar 31, 2026 | May 29, 2026 |
|
-
Growth Fund
|
ETF | Capital Group / American Funds | 0.15% | $76,365,940.10 | 962,515 | Mar 31, 2026 | May 28, 2026 |
|
WGROX
Wasatch Core Growth Fund
|
MF | Independent / Boutique | 2.55% | $75,921,477.42 | 956,913 | Mar 31, 2026 | May 5, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.17% | $63,940,661.38 | 805,907 | Mar 31, 2026 | May 28, 2026 |
|
NBGEX
Neuberger Genesis Fund
|
MF | Neuberger Berman | 0.67% | $57,509,997.00 | 617,325 | Feb 28, 2026 | Apr 24, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 1.00% | $57,131,208.44 | 613,259 | Feb 27, 2026 | Apr 23, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.07% | $55,337,349.14 | 697,471 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.15% | $49,255,380.75 | 621,519 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.32% | $44,910,089.64 | 566,046 | Mar 31, 2026 | May 28, 2026 |
|
OTCFX
T. Rowe Price Small-Cap Stock Fund, Inc.
|
MF | T. Rowe Price | 0.53% | $43,059,166.78 | 542,717 | Mar 31, 2026 | May 28, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.66% | $42,786,157.84 | 539,276 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.34% | $40,770,604.48 | 513,872 | Mar 31, 2026 | May 28, 2026 |
|
VWYFX
Voya Small Cap Growth Fund
|
MF | Voya | 2.16% | $39,898,564.80 | 428,280 | Feb 28, 2026 | Apr 28, 2026 |
|
ANOIX
Small Cap Growth Fund
|
MF | American Century | 0.72% | $36,530,287.50 | 460,950 | Apr 30, 2026 | Jun 26, 2026 |
|
JSEQX
JPMorgan Small Cap Equity Fund
|
MF | JPMorgan | 1.22% | $34,698,714.28 | 437,342 | Mar 31, 2026 | May 29, 2026 |
|
HASCX
Harbor Small Cap Value Fund
|
MF | Independent / Boutique | 1.33% | $33,800,125.00 | 426,500 | Apr 30, 2026 | Jun 26, 2026 |
|
BDFIX
BARON DISCOVERY FUND
|
MF | Independent / Boutique | 1.96% | $32,132,700.00 | 405,000 | Mar 31, 2026 | May 22, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.07% | $30,445,340.12 | 326,807 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.19% | $29,032,382.40 | 311,640 | Feb 28, 2026 | Apr 28, 2026 |
|
SBMAX
ClearBridge Mid Cap Fund
|
MF | Franklin Templeton | 1.81% | $28,688,500.00 | 362,000 | Apr 30, 2026 | Jun 22, 2026 |
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