Cerence Inc (CRNC) 13F Ownership Report (Q2 2026)

CRNC ranks #2976 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CRNC is a top-conviction position for One Fin Capital Management LP — at 5.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CRNC belongs to BlackRock, Inc., but the position matters far more to One Fin Capital Management LP, who has 5.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Cliff Asness has added to its CRNC position for two straight quarters, increasing it by $11.2M to reach $12.8M today.

Steve Cohen has trimmed its CRNC position for two straight quarters, cutting it by $4.6M while still holding $1.1M.

CRNC is up 1.1% today, and institutions have been net buyers of $21.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CRNC reported a net loss of $15.4M over the trailing twelve months.

• Not yet profitable — net loss of $15.4M over the trailing twelve months
• Revenue grew 25.8% year over year
• Net income improved year over year, from -$25.8M to -$15.4M
• Generated $61.2M in positive operating cash flow
• Current ratio of 1.89x — enough short-term assets to cover short-term liabilities
• Liabilities run 3.19x equity — a highly leveraged balance sheet worth noting