Ross Stores Sees Surge in Institutional Ownership

Cwm LLC boosts stake in off-price retailer by over 60% in Q4

Apr. 20, 2026 at 7:49am

Got story updates? Submit your updates here. ›

A high-end, photorealistic studio still-life photograph featuring a neatly arranged collection of premium retail shopping bags, clothing tags, and other abstract corporate symbols floating on a clean, monochromatic seamless background, conceptually representing the financial success and growth of the off-price retail sector.Institutional investors see growing value in Ross Stores' off-price retail model, as evidenced by a major fund's substantial increase in its stake.Dublin Today

Cwm LLC, a major investment management firm, significantly increased its holdings in Ross Stores, Inc. (NASDAQ:ROST) during the fourth quarter of 2025. The fund added over 17,000 shares, representing a 61.1% jump in its position in the off-price apparel and home goods retailer.

Why it matters

The substantial increase in institutional ownership, particularly from a sizable fund like Cwm LLC, signals growing investor confidence in Ross Stores' business model and growth prospects. As an off-price retailer, Ross has been able to thrive by offering brand-name merchandise at discounted prices, appealing to cost-conscious consumers.

The details

According to a recent SEC filing, Cwm LLC now owns 45,043 shares of Ross Stores, worth approximately $8.1 million as of the end of the fourth quarter. The firm's holdings represent a 61.1% increase from the previous quarter, when it owned 27,953 shares. Other large investors, such as GSA Capital Partners, Amica Mutual Insurance, and Thrivent Financial for Lutherans, have also boosted their stakes in Ross Stores in recent quarters.

  • Cwm LLC increased its Ross Stores holdings by 61.1% in Q4 2025.
  • Ross Stores' stock price closed at $227.82 on Monday, April 20, 2026.

The players

Cwm LLC

A major investment management firm that significantly increased its stake in Ross Stores during the fourth quarter of 2025.

Ross Stores, Inc.

An American off-price retailer that operates the Ross Dress for Less and dd's DISCOUNTS store formats, selling a broad assortment of apparel, footwear, home fashions, and other merchandise at discounted prices.

Got photos? Submit your photos here. ›

What’s next

Investors will be closely watching to see if other major institutional investors follow Cwm LLC's lead and increase their stakes in Ross Stores in the coming quarters, which could further boost the stock price.

The takeaway

Ross Stores' off-price business model, which allows it to offer brand-name merchandise at discounted prices, continues to resonate with cost-conscious consumers and attract growing institutional investor interest. The company's ability to thrive in a challenging retail environment has made it an appealing investment opportunity.