CG
Carlyle Group Inc.Marquee-fund ownership over time
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $39 | $47 | +21% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $39 | $47 | +21% |
| Soros Fund Management re-entered | Q1 2025(8Q snapshot) | 5Q | $50 | $47 | -6% |
| AQR Capital Management | Q1 2025(8Q snapshot) | 5Q | $50 | $47 | -6% |
| D.E. Shaw | Q4 2025(8Q snapshot) | 2Q | $53 | $47 | -11% |
| Renaissance Technologies | Q2 2026(8Q snapshot) | 1Q | $50 | $47 | -6% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors | Q3 2024 | Q2 2026 | → $48 | +24% |
| Bridgewater Associates | Q1 2025 | Q2 2025 | → $46 | -7% |
| Two Sigma Investments | Q3 2024 | Q1 2025 | → $50 | +29% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Carlyle Group Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 29, 2026 — the most recent Form 4 on file — not from today.
- Form 40002027436-26-000008May 29, 2026
- Form 40001810761-26-000011May 29, 2026
- Form 40001792041-26-000015May 29, 2026
- Form 40001822283-26-000008May 29, 2026
- Form 40001962643-26-000010May 29, 2026
- Form 40001620605-26-000008May 29, 2026
- Form 40001543670-26-000008May 29, 2026
- Form 40001566418-26-000008May 29, 2026
- Form 40001628280-26-029473May 1, 2026
- Form 40001628280-26-029472May 1, 2026
- Form 40001628280-26-029471May 1, 2026
- Form 40001628280-26-029469May 1, 2026
- Form 40001628280-26-029468May 1, 2026
- Form 40001628280-26-029467May 1, 2026
- Form 40001628280-26-029466May 1, 2026
Fundamentals
XBRL · Carlyle Group Inc.Annual figures sourced directly from Carlyle Group Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Carlyle Group Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 5, 2026
- 8-KMaterial eventJun 1, 2026
- 10-QQuarterly reportMay 8, 2026
- 8-KMaterial eventMay 7, 2026
- DEF 14AProxy statementApr 23, 2026
- 10-KAnnual reportFeb 27, 2026
- 8-KMaterial eventFeb 26, 2026
- 8-KMaterial eventFeb 6, 2026
- 8-KMaterial eventDec 5, 2025
- 10-QQuarterly reportNov 7, 2025
- 8-KMaterial eventOct 31, 2025
- 8-KMaterial eventSep 19, 2025
- 8-KMaterial eventSep 17, 2025
- 10-QQuarterly reportAug 8, 2025
- 8-KMaterial eventAug 6, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Soros Fund Management | Q2 2026 | open | $48 | $47 | -2% |
| Point72 Asset Management | Q2 2026 | open | $48 | $47 | -2% |
| Renaissance Technologies | Q2 2026 | open | $50 | $47 | -6% |
| D.E. Shaw | Q4 2025 | open | $53 | $47 | -11% |
| Soros Fund Management | Q1 2025 | Q2 2025 | $50 | $45 | -9% |
| AQR Capital Management | Q1 2025 | open | $50 | $47 | -6% |
| Bridgewater Associates | Q1 2025 | Q2 2025 | $49 | $46 | -7% |
| Citadel Advisors | Q3 2024 | Q2 2026 | $39 | $48 | +24% |
| Two Sigma Investments | Q3 2024 | Q1 2025 | $39 | $50 | +29% |
| Millennium Management | Q3 2024 | open | $39 | $47 | +21% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $39 | $49 | +26% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.