CapsoVision, Inc
CV- Exchange
- Nasdaq
- Industry
- Electromedical & Electrotherapeutic Apparatus
- SEC CIK
- 0001378325
In the last 90 days, CapsoVision, Inc insiders filed 5 open-market purchases and 0 sales; 49 institutions reported holding it in 13F filings for Q2 2026, worth $38.6M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in CapsoVision, Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 51
- +20 vs. Q4 2025
- Shares held
- 3.99M
- +3.36M (+531.4%) vs. Q4 2025
- Total value
- $29.1M
- +$22.4M (+330.6%) vs. Q4 2025
- New holders
- 23
- 24 more added
- Sold out
- 3
- 1 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 49 | $38.6M |
| Q1 2026 | 51 | $29.1M |
| Q4 2025 | 32 | $8.20M |
| Q3 2025 | 26 | $1.97M |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding CapsoVision, Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 31 | $0 | 0.00% | −183−85.5% | Reduced |
| Rothschild Investment LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $7 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 1 | $7 | 0.00% | +1 | New |
| MAI Capital Management | 1 | $8 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 2 | $13 | 0.00% | +2 | New |
| Allworth Financial LP | 6 | $44 | 0.00% | +6 | New |
| Advisory Services Network, LLC | 8 | $58 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 11 | $80 | 0.00% | +11 | New |
| Root Financial Partners, LLC | 38 | $277 | 0.00% | +38 | New |
| CWM, LLC | 53 | $386 | 0.00% | +25+89.3% | Added |
| GAMMA Investing LLC | 135 | $984 | 0.00% | +135 | New |
| Citigroup Inc | 403 | $2.94K | 0.00% | +100+33.0% | Added |
| Sterling Capital Management LLC | 417 | $3.04K | 0.00% | +267+178.0% | Added |
| FMR LLC | 1,161 | $8.46K | 0.00% | +599+106.6% | Added |
| TD Waterhouse Canada Inc. | 1,500 | $9.89K | 0.00% | +1,500 | New |
| California State Teachers Retirement System | 1,527 | $11.1K | 0.00% | +1,176+335.0% | Added |
| Tower Research Capital LLC (TRC) | 1,592 | $11.6K | 0.00% | +632+65.8% | Added |
| Russell Investments Group, Ltd. | 2,206 | $16.1K | 0.00% | +1,717+351.1% | Added |
| Ameritas Investment Partners, Inc. | 2,279 | $16.6K | 0.00% | +1,804+379.8% | Added |
| Legal & General Group Plc | 2,402 | $17.5K | 0.00% | +1,823+314.9% | Added |
| Vanguard Global Advisers, LLC | 2,540 | $18.5K | 0.00% | +2,540 | New |
| BNP Paribas Arbitrage, SA | 6,103 | $44.5K | 0.00% | +3,894+176.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,958 | $50.7K | 0.00% | +6,958 | New |
| New York State Common Retirement Fund | 7,114 | $51.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 10,245 | $74.7K | 0.00% | +3,958+63.0% | Added |
| APCM Wealth Management for Individuals | 11,093 | $80.9K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 11,318 | $81.0K | 0.00% | +9,041+397.1% | Added |
| Barclays PLC | 11,866 | $86.5K | 0.00% | +2,730+29.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,054 | $95.2K | 0.00% | +10,317+376.9% | Added |
| Rhumbline Advisers | 13,132 | $95.7K | 0.00% | +9,730+286.0% | Added |
| Morgan Stanley | 14,936 | $108.9K | 0.00% | +5,473+57.8% | Added |
| MetLife Investment Management | 16,706 | $121.8K | 0.00% | +16,706 | New |
| Susquehanna International Group, LLP | 17,645 | $128.6K | 0.00% | +17,645 | New |
| Price T Rowe Associates Inc | 19,550 | $143.0K | 0.00% | +19,550 | New |
| Bank of America Corp | 22,238 | $162.1K | 0.00% | +18,702+528.9% | Added |
| Deutsche Bank AG | 25,289 | $184.4K | 0.00% | +20,934+480.7% | Added |
| Jane Street Group, LLC | 31,372 | $228.7K | 0.00% | +31,372 | New |
| Nuveen, LLC | 33,098 | $241.3K | 0.00% | +33,098 | New |
| Goldman Sachs Group Inc | 36,111 | $263.2K | 0.00% | +36,111 | New |
| Bank of New York Mellon Corp | 49,294 | $359.4K | 0.00% | +49,294 | New |
| Charles Schwab Investment Management Inc | 61,377 | $447.4K | 0.00% | +47,286+335.6% | Added |
| UBS Group AG | 65,156 | $475.0K | 0.00% | +59,569+1,066.2% | Added |
| XTX Topco Ltd | 67,381 | $491.2K | 0.01% | +67,381 | New |
| Vanguard Fiduciary Trust Co | 88,632 | $646.1K | 0.00% | +88,632 | New |
| Northern Trust Corp | 152,334 | $1.11M | 0.00% | +129,625+570.8% | Added |
| Vanguard Portfolio Management LLC | 164,386 | $1.20M | 0.00% | +164,386 | New |
| State Street Corp | 256,041 | $1.87M | 0.00% | +170,112+198.0% | Added |
| Geode Capital Management, LLC | 435,154 | $3.17M | 0.00% | +280,890+182.1% | Added |
| Vanguard Capital Management LLC | 1,026,269 | $7.48M | 0.00% | +1,026,269 | New |
| BlackRock, Inc. | 1,304,421 | $9.51M | 0.00% | +1,047,517+407.7% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −15,291−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,968−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |