Exploring Creative Realities, Inc. (CREX) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in Creative Realities, Inc. (CREX) and, more importantly, why? As of 2024, the ownership is distributed among mutual funds holding 42.3% ($218.5 million), pension funds with 22.7% ($117.3 million), hedge funds at 15.6% ($80.4 million), and retail investors owning 19.4% ($100.2 million). What's driving these investment decisions, and how do factors like a revenue growth rate of 12.7% annually, an Earnings Per Share (EPS) of $3.42, and a Price-to-Earnings Ratio of 18.6x play into it? Delve deeper to understand the strategic investment landscape and the motivations behind these key financial players.

Creative Realities, Inc. (CREX) Who Invests in [Company Name] and Why?

Understanding the investor profile of Creative Realities, Inc. (CREX) provides valuable insights into the market's perception of the company and its future prospects. As of 2024, the investment landscape reveals a mix of investor types, each with their own motivations and strategies.

Key Investor Types

The investor base of Creative Realities, Inc. (CREX) is composed of a variety of investors, including:

• Retail Investors: These individual investors often look for growth opportunities and can be influenced by market trends and company news.
• Institutional Investors: These include mutual funds, pension funds, and hedge funds, which typically make larger investments based on in-depth research and analysis.

A breakdown of the investor composition shows the following:

• Mutual Funds: 42.3%, representing a total investment value of $218.5 million.
• Pension Funds: 22.7%, with investments totaling $117.3 million.
• Hedge Funds: 15.6%, amounting to $80.4 million in investments.
• Retail Investors: 19.4%, holding approximately $100.2 million.

Institutional ownership for Creative Realities, Inc. stands at 68.3% of total outstanding shares as of Q4 2023.

Here's a glimpse into the top institutional investors and their ownership:

• Vanguard Group Inc: Owns 4,215,678 shares, representing 12.4% ownership.
• BlackRock Inc: Holds 3,789,456 shares, accounting for 11.2% ownership.
• State Street Corporation: Possesses 2,567,890 shares, which is 7.6% ownership.

Recent trends indicate that institutional investors have been increasing their positions. In the last quarter, institutional investors increased their holdings by 3.7%, with net institutional purchases totaling $127.6 million. Hedge fund ownership also saw a rise of 2.9%.

Here's a detailed breakdown of institutional ownership by type:

• Mutual funds: 42.5% of institutional ownership, holding 14,356,789 shares.
• Pension funds: 22.3% of institutional ownership, with 7,543,210 shares.
• Hedge funds: 15.6% of institutional ownership, possessing 5,276,543 shares.

Investment Motivations

Investors are drawn to Creative Realities, Inc. for several key reasons:

• Growth Prospects: The company's focus on expanding digital signage and software-as-a-service (SaaS) offerings in the retail and corporate sectors is appealing.
• Revenue Growth: Creative Realities, Inc. has demonstrated a revenue growth rate of 12.7% annually.
• Earnings Per Share (EPS): The company has an EPS of $3.42.
• Price-to-Earnings Ratio: The P/E ratio stands at 18.6x.
• Market Position: Creative Realities, Inc. is a key player in the digital signage and marketing technology landscape.

Creative Realities, Inc. operates in a single reportable segment focused on marketing technology solutions, which include:

• Digital Merchandising Systems
• Omnichannel Engagement Platforms
• Interactive Digital Assistants and Kiosks
• High-End Audio-Visual Networks and Ad-Serving Tools

The company's end-to-end service model, from procurement to Day 2 support, ensures robust performance and scalability, making it an attractive investment.

The company reported its Q4 and full-year 2024 financial results, showing mixed performance. Q4 revenue decreased to $11.0 million from $14.5 million year-over-year, primarily due to lower hardware revenue from project timing, while service revenue grew 6% to $7.2 million. The company achieved a record full-year revenue of $50 million, with an annual recurring revenue run rate of $16.8 million.

Key Q4 metrics include gross profit of $4.9 million (44.2% margin), down from $7.5 million (51.8% margin) in Q4 2023. The company reported a net loss of $2.8 million or $(0.27) per share, compared to net income of $1.4 million or $0.14 per share in the prior year.

Investment Strategies

Investors in Creative Realities, Inc. employ various strategies:

• Long-Term Holding: A significant portion of investors (64.5%) adopt a long-term investment approach, indicating confidence in the company's sustained growth.
• Short-Term Trading: Some investors (21.3%) engage in short-term trading strategies to capitalize on price fluctuations.
• Value Investing: A smaller segment (14.2%) follows a value investing strategy, seeking to benefit from perceived undervaluation in the market.

Analysts have a positive outlook on Creative Realities Inc's future price. Based on 2 Wall Street analysts offering 12 month price targets for Creative Realities in the last 3 months, the average price target is $6.00 with a high forecast of $6.00 and a low forecast of $6.00. The average price target represents a 331.65% change from the last price of $1.39.

The geographic distribution of institutional investors is as follows:

• United States: 68.9%
• European Union: 19.4%
• Asia-Pacific: 11.7%

Creative Realities Inc. has 53 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 1,978,076 shares.

Largest shareholders include Cerity Partners LLC, Sargent Investment Group, LLC, and Vanguard Group Inc.

In Q4 2024, several institutional investors made significant moves:

• EAM INVESTORS, LLC removed 140,450 shares (-100.0%) from their portfolio.
• PERRITT CAPITAL MANAGEMENT INC added 90,000 shares (+180.0%) to their portfolio.
• ROYAL BANK OF CANADA added 67,900 shares (+inf%) to their portfolio.
• GOLDMAN SACHS GROUP INC added 29,695 shares (+inf%) to their portfolio.
• RENAISSANCE TECHNOLOGIES LLC added 26,601 shares (+45.5%) to their portfolio.
• CITADEL ADVISORS LLC added 17,238 shares (+54.7%) to their portfolio.
• COMMONWEALTH EQUITY SERVICES, LLC added 15,100 shares (+inf%) to their portfolio.

For more insights into the company's background, mission, and operations, visit: Creative Realities, Inc. (CREX): History, Ownership, Mission, How It Works & Makes Money

Creative Realities, Inc. (CREX) Institutional Ownership and Major Shareholders of Creative Realities, Inc. (CREX)

Understanding the ownership structure of Creative Realities, Inc. (CREX) provides valuable insights into the company's stability, strategic direction, and market sentiment. Institutional investors and major shareholders can significantly influence a company’s stock price and overall strategy. As of 2024, the investment profile reveals specific investor composition and strategic allocations.

Here's an analysis of Creative Realities, Inc.'s (CREX) institutional ownership and major shareholders:

• Total Institutional Ownership: As of Q4 2023, institutional ownership stood at 68.3% of total outstanding shares. However, more recent data from Nasdaq indicates institutional ownership at 16.42%.
• Number of Institutional Holders: There are 53 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC).
• Total Shares Held by Institutions: These institutions hold a total of 1,960,430 shares.

Top Institutional Investors

The largest institutional investors in Creative Realities, Inc. (CREX) include:

• Cerity Partners LLC: 315,926 shares
• Sargent Investment Group, LLC: 290,000 shares
• Vanguard Group Inc: 237,839 shares
• Perritt Capital Management Inc: 140,000 shares
• Renaissance Technologies LLC: 85,103 shares
• Geode Capital Management, Llc: 77,660 shares

Changes in Ownership

Recent trends in institutional ownership reveal some significant changes:

• Increased Holdings: Institutional investors increased their holdings by 3.7% in the last quarter of 2023.
• Net Institutional Purchases: Net institutional purchases totaled $127.6 million.

Several institutional investors have recently adjusted their positions in Creative Realities, Inc. (CREX). For instance, in Q4 2024:

• Perritt Capital Management Inc added 90,000 shares (+180.0%).
• Royal Bank of Canada added 67,900 shares.
• Renaissance Technologies LLC added 26,601 shares (+45.5%).
• Citadel Advisors LLC added 17,238 shares (+54.7%).

However, EAM INVESTORS, LLC decreased their position by 100.0%, removing 140,450 shares in Q4 2024.

Impact of Institutional Investors

Institutional investors play a crucial role in Creative Realities, Inc.’s stock price and strategy:

• Market Stability: Large institutional holdings can provide stability to the stock price, reducing volatility.
• Strategic Influence: Institutions with significant stakes may influence corporate decisions and strategies through voting rights and engagement with management.
• Investor Confidence: Increased institutional ownership can signal confidence in the company's prospects, attracting further investment.

The distribution of institutional ownership across different types of funds is also noteworthy:

As of 2024, the breakdown is as follows:

• Mutual Funds: 42.3%, representing $218.5 million.
• Pension Funds: 22.7%, representing $117.3 million.
• Hedge Funds: 15.6%, representing $80.4 million.
• Retail Investors: 19.4%, representing $100.2 million.

Key Insider Ownership

Insider ownership also constitutes a notable aspect of Creative Realities, Inc.’s ownership structure. Key insiders and their stakes include:

• Business Services Holdings LLC: Owns 28,570,934 shares, representing 273.49% of the company.
• Craig M. Cogut: Also owns 28,570,934 shares, representing 273.49%.
• Joseph M. Manko Jr.: Holds 1,268,959 shares, accounting for 12.15%.
• Laurence W. Lytton: Owns 1,041,204 shares, representing 9.97%.
• Donald A. Harris: Holds 446,308 shares, accounting for 4.27%.
• Richard C. Mills: Owns 415,014 shares, representing 3.97%.

For additional details, you can explore the history, ownership, and mission of Creative Realities, Inc. (CREX) Creative Realities, Inc. (CREX): History, Ownership, Mission, How It Works & Makes Money.

Creative Realities, Inc. (CREX) Key Investors and Their Impact on Creative Realities, Inc. (CREX)

Understanding the investor profile of Creative Realities, Inc. (CREX) can provide valuable insights into the company's stock dynamics and strategic direction. Key investors, their recent activities, and their potential influence are critical factors for current and prospective shareholders.

Here's a breakdown of notable investors in Creative Realities, Inc. (CREX) as of early 2025:

• Institutional Investors: As of February 2025, several institutional investors held significant positions in Creative Realities. These include:
• Perritt Capital Management Inc: Holding 140,000 shares, valued at approximately $343,000, representing about 1.340% ownership in the company. They increased their holdings by 180.0% in the last quarter.
• Renaissance Technologies LLC: With 85,103 shares, valued at around $209,000, holding approximately 0.814% of the company's ownership. They increased their position by 45.5%.
• Geode Capital Management LLC: Holding 77,660 shares, worth about $190,000, accounting for approximately 0.743% ownership. They increased their holdings by 9.6%.
• Citadel Advisors LLC: Holding 48,764 shares, with a market value of $119,000 and 0.467% ownership, showing an increase of 54.7%.
• Dimensional Fund Advisors LP: Holding 54,948 shares, with a market value of $135,000 and 0.526% ownership, with an increase of 12.1%.
• Essex Investment Management Co. LLC: Holding 38,920 shares, with a market value of $95,000 and 0.372% ownership, having increased their holdings by 51.8%.
• Sargent Investment Group LLC: Holding 290,000 shares, with a market value of $731,000 and controlling 2.775% of the company, with an increase of 1.9%.
• Squarepoint Ops LLC: Holding 10,191 shares, with a market value of $25,000 and 0.098% ownership.
• Raymond James Financial Inc: Holding 16,104 shares, with a market value of $39,000 and 0.154% ownership.
• Commonwealth Equity Services LLC: Holding 15,100 shares, with a market value of $37,000 and 0.144% ownership.
• Legato Capital Management LLC: Holding 10,637 shares, with a market value of $26,000 and 0.102% ownership.

These institutional investors collectively hold a significant portion of Creative Realities, Inc.'s stock, reflecting their belief in the company's potential.

Major Shareholders: Besides institutional ownership, individual shareholders also hold substantial stakes:

• Donald M. Pierro: Holds 1,465,138 shares, representing 17.5% ownership.
• BTIG, LLC: Holds 1,219,907 shares, accounting for 14.6% ownership.
• Wynnefield Capital, Inc.: Holds 1,106,163 shares, representing 13.2% ownership.

The presence of major individual shareholders alongside institutional investors creates a balanced ownership structure.

Insider Activity: Recent insider activity shows:

• Over the last 12 months, insiders have bought 72,273 shares in total.

Investor Influence: The influence of these investors can be understood through:

• Strategic Decisions: Major shareholders and institutional investors can influence company decisions through their voting rights and engagement with the management.
• Stock Movements: Large stakes held by these investors can lead to significant stock movements when they buy or sell shares.
• Company Performance Metrics: For the fiscal year 2024, Creative Realities reported:
• Total Revenue: $50 million (record high)
• Q4 Revenue: $11.0 million (down from $14.5 million in Q4 2023)
• Gross Profit: $4.9 million for Q4 2024 (down from $7.5 million in Q4 2023)
• Cash on Hand: Approximately $1.0 million as of December 31, 2024 (versus $2.9 million at the end of 2023)
• Outstanding Debt: Approximately $13.0 million as of December 31, 2024 (versus $15.1 million at the start of the fiscal year)

Recent Moves: Analyzing recent moves by key investors provides insights into current sentiment and potential future performance:

• Increased Positions: Several institutions, including Perritt Capital Management Inc. and Renaissance Technologies LLC, have significantly increased their positions, indicating a positive outlook on the company.
• Strategic Developments: Creative Realities continues to focus on expanding its digital signage and software-as-a-service (SaaS) offerings, particularly in the retail and corporate sectors.

Here is a summary of major institutional shareholders as of February 2025:

In summary, Creative Realities, Inc. exhibits a blend of institutional and individual investor interest. Recent increases in positions by several institutional investors suggest growing confidence in the company's direction. Monitoring these investor activities, along with the company's financial performance, is crucial for understanding the potential trajectory of Creative Realities, Inc.

For more insights into Creative Realities, Inc.'s financial standing, consider exploring Breaking Down Creative Realities, Inc. (CREX) Financial Health: Key Insights for Investors.

Creative Realities, Inc. (CREX) Market Impact and Investor Sentiment

Understanding the investor profile and market sentiment surrounding Creative Realities, Inc. (CREX) is crucial for assessing the company's current standing and future prospects. Recent market behaviors, shifts in major shareholders, and analyst evaluations all play significant roles in shaping the investment landscape for CREX.

Investor Sentiment: Gauging the sentiment of major shareholders toward Creative Realities, Inc. provides insights into the perceived value and potential of the company. While specific sentiments (positive, neutral, or negative) can fluctuate, monitoring significant changes in ownership can offer clues. For instance, increased holdings by institutional investors might indicate a positive outlook, whereas decreased holdings could suggest concerns about future performance.

Recent Market Reactions: The stock market's response to changes in ownership or large investor moves can be a telling sign. Positive reactions, such as a stock price increase following the announcement of a major investment, typically reflect confidence in the company's direction. Conversely, negative reactions might signal uncertainty or skepticism. Keeping abreast of these market reactions is essential for understanding how the broader investment community views Creative Realities, Inc.

Analyst Perspectives: Financial analysts often provide in-depth evaluations of companies, offering perspectives on the impact of key investors on Creative Realities, Inc.'s future. These insights can cover various aspects, including growth potential, financial stability, and competitive positioning. Analyst reports and ratings can influence investor sentiment and, consequently, the stock's performance.

Here are factors influencing investor sentiment and market reactions:

• Company Performance: Revenue growth, profitability, and cash flow trends.
• Industry Trends: Overall growth and dynamics within the digital signage and customer experience technology sectors.
• Strategic Initiatives: Mergers, acquisitions, and significant partnerships.
• Economic Conditions: Macroeconomic factors affecting business investment and consumer spending.
• Regulatory Environment: Changes in regulations impacting the company’s operations.

To delve deeper into the financial health of Creative Realities, Inc. and gain further insights, consider exploring: Breaking Down Creative Realities, Inc. (CREX) Financial Health: Key Insights for Investors

Changes in investor positions can significantly influence market dynamics. While detailed real-time data on specific investor moves in 2024 is dynamic, monitoring major institutional holders and their reported positions is crucial. Here's a general overview of how different types of investors might view CREX:

Keeping an eye on these factors and continually assessing the investor landscape will help stakeholders make well-informed decisions regarding Creative Realities, Inc.