Company Analysis

Black Rock Coffee Bar, Inc. (BRCB)

Nasdaq: BRCB · Retail-Eating & Drinking Places · Scottsdale, AZ · filing with the SEC since 2025
Grade5.0
◀ Past 4.4● Present 4.8▶ Future 5.9
3 est.

Who owns Black Rock Coffee Bar, Inc.

As filed with the SEC
Holders of 5% or more
8
Cynosure Group, LLC holds 52.6% of Class A Common Stock, par value $0.00001 per share, as its SCHEDULE 13D/A filed May 22, 2026 says.
Directors and officers
24
report now, of 24 people on the record since 2025. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 8 named at left.
Holders of 5% or moreshare of the class, as filed
Cynosure Group, LLC
SCHEDULE 13D/A · filed May 22, 2026 · Class A Common Stock, par value $0.00001 per share · 52.6% in May 21, 2026
52.6%
Demi I. Winters
SCHEDULE 13D/A · filed May 19, 2026 · Class A Common Stock · 24.9% in Apr 9, 2026
14.8%
Bank of New York Mellon Corporation
SCHEDULE 13G/A · filed Jul 8, 2026 · Common Stock · 6.7% in Apr 28, 2026
13.8%
Tyson Switzenberg
SCHEDULE 13G · filed Apr 16, 2026 · Class A Common Stock
11.4%
Morgan Stanley
SCHEDULE 13G/A · filed Aug 14, 2026 · Class A Common Stock · 7.4% in Feb 11, 2026
8.2%
Brandon J. Olson
SCHEDULE 13G/A · filed May 19, 2026 · Class A Common Stock · 19.8% in Mar 26, 2026
6.6%
Wasatch Advisors LP
SCHEDULE 13G · filed Oct 9, 2026 · Common Stock SH CL A
6.1%
Blackrock, Inc.
5.2%
Point72 Asset Management, L.P.
SCHEDULE 13G/A · filed May 15, 2026 · Class A Common Stock, par value $0.00001 per share · reported falling below 5%, from 5.4% in Nov 13, 2025
under 5%
Massachusetts Financial Services Company
SCHEDULE 13G/A · filed May 14, 2026 · Common Stock · reported falling below 5%, from 6.3% in Jan 28, 2026
under 5%
Fmr LLC
SCHEDULE 13G/A · filed Jun 5, 2026 · CLASS A COMMON STOCK · reported falling below 5%, from 11.6% in Feb 6, 2026
under 5%
Gilder Gagnon Howe & Co LLC
SCHEDULE 13G · filed May 15, 2026 · Class A common stock · reported falling below 5%, from 5.6% in Feb 17, 2026
under 5%
Samuel W. Weatherford
SCHEDULE 13G/A · filed May 19, 2026 · Class A Common Stock · reported falling below 5%, from 16.3% in Apr 1, 2026
under 5%
Woodline Partners LP
SCHEDULE 13G/A · filed Aug 14, 2026 · Class A Common Stock, par value $0.00001 per share · reported falling below 5%, from 5.5% in May 15, 2026
under 5%
T. Rowe Price Investment Management, Inc.
SCHEDULE 13G/A · filed May 15, 2026 · COMMON STOCK · reported falling below 5%, from 8.8% in Nov 14, 2025
under 5%
Wellington Management Group LLP
SCHEDULE 13G/A · filed May 15, 2026 · Common Stock · reported falling below 5%, from 5.4% in Feb 10, 2026
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%, from 5.07% in Jan 30, 2026
under 5%
What BRCB reports owning in othersstakes of 5% or more, and other ties
Black Rock Coffee Bar, Inc. reports no stake in another company in the record.
Insider tradesForm 4
0sales
7purchases
0sales on a scheduled plan
0people selling
$0sold, in dollars
$73.4Mbought, in dollars
Open-market trades on Form 4 from Oct 28, 2025 to Oct 28, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
26
2026 runs to Oct 28, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 26 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Geyer Clay HowardChief Operating Officer0$003$300,000
Cynosure Partners 2020, LPdirector0$002$73.0M
Wegener-Beyer Jessica MicheleChief Marketing Officer0$001$0
Schmidt Michael RyanPrincipal Accounting Officer0$001$0
SI Assistanton BRCB · research, not advice