Canadian Solar Inc (CSIQ) — Institutional Investor Activity (Q2 2026)

CSIQ ranks #3406 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CSIQ is a disclosed holding of David Shaw (D. E. Shaw & Co.), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

CSIQ is a top-conviction position for Crystal Cove Asset Management, LLC — at 15.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CSIQ belongs to BlackRock, Inc., but the position matters far more to Crystal Cove Asset Management, LLC, who has 15.2% 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.

Barclays PLC has added to its CSIQ position for two straight quarters, increasing it by $9.3M to reach $9.6M today.

Susquehanna International Group, LLP has trimmed its CSIQ position for two straight quarters, cutting it by $42.7M while still holding $54.4M.

CSIQ is up 5.5% today, and institutions have been net buyers of $126.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CSIQ reported a net loss of $104.1M in its latest fiscal year.

• Not yet profitable — net loss of $104.1M in the latest fiscal year
• Revenue declined 6.6% year over year
• Net income declined year over year, from $36.1M to -$104.1M
• Operating cash flow was negative, using $252.7M in cash
• Current ratio of 1.02x — below the conventional 1.5x liquidity buffer
• Liabilities run 3.88x equity — a highly leveraged balance sheet worth noting