Casella Waste Systems Inc-a (CWST) — Smart Money Tracker (13F, Q2 2026)

CWST ranks #1470 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

417 institutions disclose a position in CWST, but none treat it as a major bet — even Conestoga Capital Advisors, LLC, its most concentrated holder, allocates just 4.9% of its own portfolio to it.

American Century Companies Inc has added to its CWST position for two straight quarters, increasing it by $82.9M to reach $83.6M today.

William Blair Investment Management, LLC has trimmed its CWST position for two straight quarters, cutting it by $117.8M while still holding $26.0M.

CWST is up 0.8% today, and institutions have been net buyers of $1.1B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CWST posted net income of $5.7M over the trailing twelve months, and currently trades at a P/E of 1040.8.

• Profitable — net income of $5.7M over the trailing twelve months
• Revenue grew 13.6% year over year
• Net income declined year over year, from $11.0M to $5.7M
• Generated $329.8M in positive operating cash flow
• Current ratio of 1.26x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.11x equity — a highly leveraged balance sheet worth noting