STOCK TITAN

[SCHEDULE 13G/A] CUSTOMERS BANCORP INC SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary

Bay Pond Partners, L.P. reported ownership of 2,119,910 shares of Customers Bancorp, Inc. common stock, representing 6.71% of the class as of the event date 06/30/2025. The filing is submitted as an amendment to Schedule 13G and identifies the shares as held with shared voting and shared dispositive power, while showing no sole voting or dispositive power. The reporting person is organized in Delaware and the filing lists its address c/o Wellington Management Company LLP in Boston.

The filing includes a certification that the securities were not acquired to change or influence control of the issuer. The statement is signed by an authorized person on behalf of Bay Pond Partners and notes Wellington Alternative Investments LLC as its general partner.

Bay Pond Partners, L.P. ha dichiarato il possesso di 2.119.910 azioni ordinarie di Customers Bancorp, Inc., pari al 6,71% della classe alla data dell'evento 06/30/2025. La comunicazione è presentata come modifica al Schedule 13G e indica che le azioni sono detenute con potere di voto condiviso e potere dispositvo condiviso, non rilevando alcun potere di voto o potere dispositvo esclusivo. La persona segnalante è costituita nel Delaware e la comunicazione riporta l'indirizzo c/o Wellington Management Company LLP a Boston.

La segnalazione include una certificazione secondo cui i titoli non sono stati acquisiti per modificare o influenzare il controllo dell'emittente. La dichiarazione è firmata da una persona autorizzata per conto di Bay Pond Partners e indica Wellington Alternative Investments LLC come suo socio accomandatario.

Bay Pond Partners, L.P. informó la tenencia de 2.119.910 acciones ordinarias de Customers Bancorp, Inc., que representan el 6,71% de la clase a la fecha del evento 06/30/2025. La presentación se presenta como una enmienda al Schedule 13G e identifica las acciones como mantenidas con poder de voto compartido y poder dispositvo compartido, sin mostrar ningún poder de voto o dispositvo exclusivo. La persona informante está constituida en Delaware y la presentación indica su dirección c/o Wellington Management Company LLP en Boston.

La presentación incluye una certificación de que los valores no fueron adquiridos para cambiar o influir en el control del emisor. La declaración está firmada por una persona autorizada en nombre de Bay Pond Partners y señala a Wellington Alternative Investments LLC como su general partner.

Bay Pond Partners, L.P.는 Customers Bancorp, Inc.의 보통주 2,119,910주를 보유하고 있으며 이벤트 일자 06/30/2025 기준으로 전체 클래스의 6.71%에 해당한다고 보고했습니다. 해당 보고는 Schedule 13G에 대한 수정서로 제출되었으며 주식은 공동 의결권 및 공동 처분권으로 보유되어 있으며 단독 의결권이나 단독 처분권은 없음으로 기재되어 있습니다. 보고인은 델라웨어에 조직되어 있으며 제출서에는 보스턴의 Wellington Management Company LLP c/o 주소가 기재되어 있습니다.

제출서에는 해당 증권이 발행인의 지배권을 변경하거나 영향력을 행사하기 위해 취득된 것이 아님을 인증하는 내용이 포함되어 있습니다. 해당 진술서는 Bay Pond Partners를 대표하는 권한 있는 자가 서명했으며 Wellington Alternative Investments LLC를 일반 파트너로 명시하고 있습니다.

Bay Pond Partners, L.P. a déclaré détenir 2 119 910 actions ordinaires de Customers Bancorp, Inc., représentant 6,71 % de la classe à la date de l'événement 06/30/2025. Le dépôt est présenté comme un amendement au Schedule 13G et identifie les actions comme détenues avec pouvoir de vote partagé et pouvoir de disposition partagé, tout en indiquant aucun pouvoir de vote ou de disposition exclusif. La personne déclarante est constituée dans le Delaware et le dossier indique son adresse c/o Wellington Management Company LLP à Boston.

Le dépôt comprend une certification précisant que les titres n'ont pas été acquis dans le but de modifier ou d'influencer le contrôle de l'émetteur. La déclaration est signée par une personne autorisée au nom de Bay Pond Partners et mentionne Wellington Alternative Investments LLC comme son associé commandité.

Bay Pond Partners, L.P. meldete den Besitz von 2.119.910 Stammaktien von Customers Bancorp, Inc., was zum Ereignisdatum 06/30/2025 6,71% der Klasse ausmacht. Die Einreichung erfolgt als Änderung zu Schedule 13G und weist die Aktien als mit geteiltem Stimmrecht und geteilter Verfügungsmacht gehalten aus, während keine alleinige Stimm- oder Verfügungsmacht angegeben wird. Die meldeführende Stelle ist in Delaware organisiert und in der Einreichung ist ihre Adresse c/o Wellington Management Company LLP in Boston aufgeführt.

Die Einreichung enthält eine Bescheinigung, dass die Wertpapiere nicht erworben wurden, um die Kontrolle des Emittenten zu ändern oder zu beeinflussen. Die Erklärung ist von einer bevollmächtigten Person im Namen von Bay Pond Partners unterzeichnet und nennt Wellington Alternative Investments LLC als deren General Partner.

Positive
  • Holds 2,119,910 shares of Customers Bancorp common stock, a material disclosed stake of 6.71% of the class
  • Reporting as Schedule 13G/A, indicating a passive/institutional disclosure under SEC rules
Negative
  • No sole voting or sole dispositive power is reported, so the holder cannot unilaterally control or dispose of the shares
  • Certification states the securities were not acquired to change or influence control, indicating no activist intent disclosed

Insights

TL;DR: Bay Pond holds a material passive stake of 6.71% in Customers Bancorp; position is shared, not controlling.

Bay Pond Partners reports ownership of 2,119,910 shares (6.71%) of Customers Bancorp common stock per this Schedule 13G/A. The holder reports shared voting and dispositive power and explicitly disclaims acquisition for control. For investors, a >5% passive stake is material because it must be disclosed and signals meaningful ownership without indicating activist intent. The filing names Wellington Alternative Investments LLC as the general partner and uses Wellington Management Company LLP contact details, confirming institutional involvement.

TL;DR: Ownership is significant but structured as shared power; no unilateral control or stated activist purpose.

The Schedule 13G/A records shared voting and dispositive power for 2,119,910 shares, with 0 sole voting and 0 sole dispositive power. The filing's certification states the stake was not acquired to influence control, which aligns with a passive investor profile under the reporting rules. From a governance perspective, this means Bay Pond can influence outcomes only through coordination with other holders or engagement, not by unilateral action.

Bay Pond Partners, L.P. ha dichiarato il possesso di 2.119.910 azioni ordinarie di Customers Bancorp, Inc., pari al 6,71% della classe alla data dell'evento 06/30/2025. La comunicazione è presentata come modifica al Schedule 13G e indica che le azioni sono detenute con potere di voto condiviso e potere dispositvo condiviso, non rilevando alcun potere di voto o potere dispositvo esclusivo. La persona segnalante è costituita nel Delaware e la comunicazione riporta l'indirizzo c/o Wellington Management Company LLP a Boston.

La segnalazione include una certificazione secondo cui i titoli non sono stati acquisiti per modificare o influenzare il controllo dell'emittente. La dichiarazione è firmata da una persona autorizzata per conto di Bay Pond Partners e indica Wellington Alternative Investments LLC come suo socio accomandatario.

Bay Pond Partners, L.P. informó la tenencia de 2.119.910 acciones ordinarias de Customers Bancorp, Inc., que representan el 6,71% de la clase a la fecha del evento 06/30/2025. La presentación se presenta como una enmienda al Schedule 13G e identifica las acciones como mantenidas con poder de voto compartido y poder dispositvo compartido, sin mostrar ningún poder de voto o dispositvo exclusivo. La persona informante está constituida en Delaware y la presentación indica su dirección c/o Wellington Management Company LLP en Boston.

La presentación incluye una certificación de que los valores no fueron adquiridos para cambiar o influir en el control del emisor. La declaración está firmada por una persona autorizada en nombre de Bay Pond Partners y señala a Wellington Alternative Investments LLC como su general partner.

Bay Pond Partners, L.P.는 Customers Bancorp, Inc.의 보통주 2,119,910주를 보유하고 있으며 이벤트 일자 06/30/2025 기준으로 전체 클래스의 6.71%에 해당한다고 보고했습니다. 해당 보고는 Schedule 13G에 대한 수정서로 제출되었으며 주식은 공동 의결권 및 공동 처분권으로 보유되어 있으며 단독 의결권이나 단독 처분권은 없음으로 기재되어 있습니다. 보고인은 델라웨어에 조직되어 있으며 제출서에는 보스턴의 Wellington Management Company LLP c/o 주소가 기재되어 있습니다.

제출서에는 해당 증권이 발행인의 지배권을 변경하거나 영향력을 행사하기 위해 취득된 것이 아님을 인증하는 내용이 포함되어 있습니다. 해당 진술서는 Bay Pond Partners를 대표하는 권한 있는 자가 서명했으며 Wellington Alternative Investments LLC를 일반 파트너로 명시하고 있습니다.

Bay Pond Partners, L.P. a déclaré détenir 2 119 910 actions ordinaires de Customers Bancorp, Inc., représentant 6,71 % de la classe à la date de l'événement 06/30/2025. Le dépôt est présenté comme un amendement au Schedule 13G et identifie les actions comme détenues avec pouvoir de vote partagé et pouvoir de disposition partagé, tout en indiquant aucun pouvoir de vote ou de disposition exclusif. La personne déclarante est constituée dans le Delaware et le dossier indique son adresse c/o Wellington Management Company LLP à Boston.

Le dépôt comprend une certification précisant que les titres n'ont pas été acquis dans le but de modifier ou d'influencer le contrôle de l'émetteur. La déclaration est signée par une personne autorisée au nom de Bay Pond Partners et mentionne Wellington Alternative Investments LLC comme son associé commandité.

Bay Pond Partners, L.P. meldete den Besitz von 2.119.910 Stammaktien von Customers Bancorp, Inc., was zum Ereignisdatum 06/30/2025 6,71% der Klasse ausmacht. Die Einreichung erfolgt als Änderung zu Schedule 13G und weist die Aktien als mit geteiltem Stimmrecht und geteilter Verfügungsmacht gehalten aus, während keine alleinige Stimm- oder Verfügungsmacht angegeben wird. Die meldeführende Stelle ist in Delaware organisiert und in der Einreichung ist ihre Adresse c/o Wellington Management Company LLP in Boston aufgeführt.

Die Einreichung enthält eine Bescheinigung, dass die Wertpapiere nicht erworben wurden, um die Kontrolle des Emittenten zu ändern oder zu beeinflussen. Die Erklärung ist von einer bevollmächtigten Person im Namen von Bay Pond Partners unterzeichnet und nennt Wellington Alternative Investments LLC als deren General Partner.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Bay Pond Partners, L.P.
Signature:Ihsan Speede
Name/Title:Authorized Person
Date:08/12/2025

Comments accompanying signature: Wellington Alternative Investments LLC; Its General Partner Signature: Ihsan Speede Name/Title: Authorized Person Date: 08/12/2025

FAQ

How many Customers Bancorp (CUBI) shares does Bay Pond Partners own?

Bay Pond Partners reports ownership of 2,119,910 shares, representing 6.71% of Customers Bancorp common stock.

Does Bay Pond Partners have voting control over CUBI shares?

No. The filing shows 0 sole voting power and 2,119,910 shares of shared voting power only.

What type of SEC filing was submitted for CUBI?

The filing is an amendment to Schedule 13G (Amendment No. 1) reporting beneficial ownership of CUBI common stock (CUSIP 23204G100).

Where is the reporting person organized and who filed on its behalf?

The reporting person, Bay Pond Partners, L.P., is organized in Delaware and the address is listed c/o Wellington Management Company LLP in Boston. The signature references Wellington Alternative Investments LLC as general partner.

Was the stake acquired to influence control of Customers Bancorp?

The filing includes a certification stating the securities were not acquired to change or influence control of the issuer.
Customers Bancorp Inc

NYSE:CUBI

CUBI Rankings

CUBI Latest News

CUBI Latest SEC Filings

CUBI Stock Data

1.98B
29.01M
8.2%
92.57%
4.4%
Banks - Regional
State Commercial Banks
Link
United States
WEST READING