Casa Systems Inc (CASA)

Sector:
INFORMATION TECHNOLOGY
Industry:
COMMUNICATIONS EQUIPMENT
SIC:
RADIO & TV BROADCASTING & COMMUNICATIONS EQUIPMENT
CEO:
Jerry Guo
Employees:
743
100 OLD RIVER ROAD, SUITE 100, ANDOVER, MA 01810
978-688-6706

Casa Systems, Inc. provides software-centric broadband products in North America, Latin America, the Asia-Pacific, Europe, the Middle East, and Africa.

Data derived from most recent annual or quarterly report
Market Cap 359.743 Million Shares Outstanding84.447 Million Avg 30-day Volume 468.858 Thousand
P/E Ratio0.0 Dividend Yield0.0 EPS
Price to Revenue1.0577 Debt to Equity5.5593 EBITDA2.719 Million
Price to Book Value7.7109 Operating Margin-3.4921 Enterprise Value489.372 Million
Current Ratio4.202 EPS Growth-2.206 Quick Ratio2.931
1 Yr BETA 1.8318 52-week High/Low 9.53 / 3.39 Profit Margin-9.7182
Operating Cash Flow Growth153.5909 Altman Z-Score1.6141 Free Cash Flow to Firm 61.183 Million
Earnings Report2022-07-28
View SEC Filings from CASA instead.

View recent insider trading info

Funds Holding CASA (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding CASA BETA

Active Schedule 13D and 13G filings

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Recent Filings

Events (8k)

  • 8-K: filed on 2022-05-12:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2022-05-04:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-04-18:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 3.02: Unregistered Sales of Equity Securities
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-03-24:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-01-26:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-11-19:
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-11-02:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2021-05-13:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2021-02-18:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2020-10-28:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • Prospectus

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    140.7 Thousand total shares from 4 transactions

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    64.2 Thousand total shares from 4 transactions

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    STYSLINGER WILLIAM C III

    • Director
    670,179 2022-06-14 4

    HAYASHI MICHAEL T

    • Director
    100,844 2022-06-14 5

    MEAD DANIEL S.

    • Director
    93,820 2022-06-14 2

    D'EMIC SUSANA

    • Director
    96,248 2022-06-14 4

    XIE LUCY SVP OF OPERATIONS

    • Officer
    • Director
    450,625 2022-05-09 3

    CHEN WEIDONG CHIEF TECHNOLOGY OFFICER

    • Officer
    521,875 2022-05-09 6

    GUO JERRY PRESIDENT & CEO

    • Officer
    • Director
    916,310 2022-05-09 3

    SLEPIAN MATTHEW CORPORATE CONTROLLER

    • Officer
    55,556 2022-05-09 4

    DURKIN EDWARD CHIEF FINANCIAL OFFICER

    • Officer
    350,000 2022-05-09 2

    BRUCKNER SCOTT CHIEF FINANCIAL OFFICER

    • Officer
    257,672 2022-02-25 2

    NICOLELLI MAURIZIO CHIEF FINANCIAL OFFICER

    • Officer
    13,847 2020-01-04 0

    TIBBETTS JOSEPH S JR

    • Director
    23,070 2019-05-13 0

    SUMMIT PARTNERS L P

    SUMMIT MASTER COMPANY, LLC

    SUMMIT PARTNERS PE VII, L.P.

    SUMMIT PARTNERS PE VII, LLC

    SUMMIT INVESTORS MANAGEMENT, LLC

    SUMMIT PARTNERS PRIVATE EQUITY FUND VII-A, L.P.

    SUMMIT PARTNERS PRIVATE EQUITY FUND VII B L P

    SUMMIT INVESTORS I, LLC

    SUMMIT INVESTORS I (UK), L.P.

    • 10% Owner
    • MANAGER OF GP OF 10% OWNERMANAGER OF MANAGER OF 10% OWNEGP OF 10% OWNER.GP OF GP OF 10% OWNERMANAGER AND GP OF 10% OWNER
    38,842,000 2017-12-19 0

    EVANS BRUCE R

    • Director
    38,842,000 2017-12-19 0

    CHUNG PETER Y

    MANNION MARTIN J

    • 10% Owner
    38,842,000 2017-12-19 0

    CROSS RIVER CAPITAL MANAGEMENT LLC

    CROSS RIVER PARTNERS LP

    MURPHY RICHARD

    • 10% Owner
    342,947 2010-06-17 0

    DOMEC MICHAEL D

    • Director
    • 10% Owner
    1,489,219 2010-03-31 0

    NEEB LOUIS P

    • Director
    100,146 2009-12-09 0

    PORRY LOIC M CHIEF OPERATING OFFICER

    • Officer
    21,000 2008-12-09 0

    CROSS RIVER CAPITAL MANAGEMENT LLC

    CROSS RIVER PARTNERS LP

    MURPHY RICHARD

    • 10% Owner
    334,647 2008-11-13 0

    DENNARD ANDREW J CHIEF FINANCIAL OFFICER

    • Officer
    34,100 2008-05-19 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed
    Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    MEAD DANIEL S. - Director

    2022-06-15 18:01:11 -0400 2022-06-14 M 16,043 d 0 direct

    MEAD DANIEL S. - Director

    2022-06-15 18:01:11 -0400 2022-06-14 M 16,043 a 93,820 direct 2.2472 19.6629 19.6629 6 0.0 1

    STYSLINGER WILLIAM C III - Director

    2022-06-15 18:00:18 -0400 2022-06-14 M 16,043 d 0 direct

    STYSLINGER WILLIAM C III - Director

    2022-06-15 18:00:18 -0400 2022-06-14 M 16,043 a 670,179 direct 2.2472 19.6629 19.6629 6 0.0 1

    HAYASHI MICHAEL T - Director

    2022-06-15 18:00:38 -0400 2022-06-14 M 16,043 d 0 direct

    HAYASHI MICHAEL T - Director

    2022-06-15 18:00:38 -0400 2022-06-14 M 16,043 a 100,844 direct 2.2472 19.6629 19.6629 6 0.0 1

    D'EMIC SUSANA - Director

    2022-06-15 18:00:56 -0400 2022-06-14 M 16,043 d 0 direct

    D'EMIC SUSANA - Director

    2022-06-15 18:00:56 -0400 2022-06-14 M 16,043 a 96,248 direct 2.2472 19.6629 19.6629 6 0.0 1

    STYSLINGER WILLIAM C III - Director

    2022-05-27 18:00:21 -0400 2022-05-26 P 1,000 $4.05 a 654,136 direct -1.3636 6.3636 6.3636 6 -1.3636 2

    STYSLINGER WILLIAM C III - Director

    2022-05-27 18:00:21 -0400 2022-05-25 P 83,923 $4.01 a 653,136 direct -1.3636 6.3636 6.3636 6 -1.3636 2

    STYSLINGER WILLIAM C III - Director

    2022-05-27 18:00:21 -0400 2022-05-19 P 44,000 $4.38 a 569,213 direct -1.3636 6.3636 6.3636 6 -1.3636 2

    D'EMIC SUSANA - Director

    2022-05-19 18:00:33 -0400 2022-05-18 A 40,285 a 40,285 direct

    STYSLINGER WILLIAM C III - Director

    2022-05-19 18:00:22 -0400 2022-05-18 A 40,285 a 40,285 direct

    HAYASHI MICHAEL T - Director

    2022-05-19 18:00:36 -0400 2022-05-18 A 40,285 a 40,285 direct

    MEAD DANIEL S. - Director

    2022-05-19 18:00:46 -0400 2022-05-18 A 40,285 a 40,285 direct

    STYSLINGER WILLIAM C III - Director

    2022-05-17 18:00:54 -0400 2022-05-13 P 11,800 $3.99 a 525,213 direct 5.2133 -3.3175 5.2133 2 -5.6872 5

    SLEPIAN MATTHEW - Officer CORPORATE CONTROLLER

    2022-05-11 18:00:27 -0400 2022-05-09 A 55,556 a 55,556 direct

    DURKIN EDWARD - Officer CHIEF FINANCIAL OFFICER

    2022-05-11 18:00:35 -0400 2022-05-09 A 100,000 a 100,000 direct

    DURKIN EDWARD - Officer CHIEF FINANCIAL OFFICER

    2022-05-11 18:00:35 -0400 2022-05-09 A 250,000 a 250,000 direct

    XIE LUCY - Director - Officer SVP OF OPERATIONS

    2022-05-11 18:00:12 -0400 2022-05-09 A 128,750 a 128,750 direct

    XIE LUCY - Director - Officer SVP OF OPERATIONS

    2022-05-11 18:00:12 -0400 2022-05-09 A 321,875 a 321,875 direct

    CHEN WEIDONG - Officer CHIEF TECHNOLOGY OFFICER

    2022-05-11 18:00:19 -0400 2022-05-09 A 200,000 a 200,000 direct

    CHEN WEIDONG - Officer CHIEF TECHNOLOGY OFFICER

    2022-05-11 18:00:19 -0400 2022-05-09 A 321,875 a 321,875 direct

    GUO JERRY - Director - Officer PRESIDENT & CEO

    2022-05-11 18:00:24 -0400 2022-05-09 A 407,249 a 407,249 direct

    GUO JERRY - Director - Officer PRESIDENT & CEO

    2022-05-11 18:00:24 -0400 2022-05-09 A 509,061 a 509,061 direct

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    CASA SYSTEMS INC CASA 2022-06-24 22:15:03 UTC 0.4053 1.1647 2000000
    CASA SYSTEMS INC CASA 2022-06-24 21:45:03 UTC 0.4053 1.1647 2000000
    CASA SYSTEMS INC CASA 2022-06-24 21:15:04 UTC 0.4053 1.1647 2000000
    CASA SYSTEMS INC CASA 2022-06-24 20:45:03 UTC 0.4053 1.1647 2000000
    CASA SYSTEMS INC CASA 2022-06-24 20:15:03 UTC 0.4053 1.1647 2000000
    CASA SYSTEMS INC CASA 2022-06-24 19:45:03 UTC 0.4053 1.1647 2000000
    CASA SYSTEMS INC CASA 2022-06-24 19:15:03 UTC 0.4053 1.1647 2000000
    CASA SYSTEMS INC CASA 2022-06-24 18:45:03 UTC 0.2693 1.3007 2000000
    CASA SYSTEMS INC CASA 2022-06-24 18:15:04 UTC 0.2693 1.3007 2000000
    CASA SYSTEMS INC CASA 2022-06-24 17:45:03 UTC 0.2693 1.3007 2000000
    CASA SYSTEMS INC CASA 2022-06-24 17:15:03 UTC 0.2693 1.3007 2000000
    CASA SYSTEMS INC CASA 2022-06-24 16:45:03 UTC 0.1521 1.4179 2000000
    CASA SYSTEMS INC CASA 2022-06-24 16:15:03 UTC 0.1521 1.4179 2000000
    CASA SYSTEMS INC CASA 2022-06-24 15:45:03 UTC 0.1521 1.4179 2000000
    CASA SYSTEMS INC CASA 2022-06-24 15:15:03 UTC 0.1521 1.4179 2000000
    CASA SYSTEMS INC CASA 2022-06-24 14:45:03 UTC -0.0506 1.6206 2000000
    CASA SYSTEMS INC CASA 2022-06-24 14:15:03 UTC -0.0506 1.6206 2000000
    CASA SYSTEMS INC CASA 2022-06-24 13:45:03 UTC -0.0506 1.6206 2000000
    CASA SYSTEMS INC CASA 2022-06-24 13:15:03 UTC -0.0506 1.6206 2000000
    CASA SYSTEMS INC CASA 2022-06-24 12:45:03 UTC -0.0506 1.6206 2000000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    FundVantage Trust- Gotham Enhanced Index Plus Fund CASA -137.0 shares, $-479.5 2020-03-31 N-PORT
    FundVantage Trust- Gotham Index Plus All-Cap Fund CASA -136.0 shares, $-476.0 2020-03-31 N-PORT

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