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 1 sale; 49 institutions reported holding it in 13F filings for Q2 2026, worth $38.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in CapsoVision, Inc as of Jun 30, 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
- 49
- −1 vs. Q1 2026
- Shares held
- 5.10M
- +1.10M (+27.6%) vs. Q1 2026
- Total value
- $38.6M
- +$9.50M (+32.6%) vs. Q1 2026
- New holders
- 5
- 31 more added
- Sold out
- 6
- 7 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding CapsoVision, Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 4 | $30 | 0.00% | +3+300.0% | Added |
| EverSource Wealth Advisors, LLC | 5 | $38 | 0.00% | +4+400.0% | Added |
| Transamerica Financial Advisors, Inc. | 11 | $83 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $99 | 0.00% | +11+550.0% | Added |
| True Wealth Design, LLC | 14 | $107 | 0.00% | +14 | New |
| Allworth Financial LP | 15 | $114 | 0.00% | +9+150.0% | Added |
| Advisor Group Holdings, Inc. | 24 | $182 | 0.00% | +24 | New |
| SRS Capital Advisors, Inc. | 79 | $598 | 0.00% | +78+7,800.0% | Added |
| UMA Financial Services, Inc. | 83 | $630 | 0.00% | +83 | New |
| Sterling Capital Management LLC | 122 | $925 | 0.00% | −295−70.7% | Reduced |
| GAMMA Investing LLC | 135 | $1.02K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 391 | $2.96K | 0.00% | −1,136−74.4% | Reduced |
| TD Waterhouse Canada Inc. | 1,500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,566 | $12.0K | 0.00% | +1,535+4,951.6% | Added |
| Ameritas Investment Partners, Inc. | 2,279 | $17.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,482 | $18.8K | 0.00% | +890+55.9% | Added |
| Vanguard Global Advisers, LLC | 2,540 | $19.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,397 | $25.7K | 0.00% | +995+41.4% | Added |
| FMR LLC | 4,200 | $31.8K | 0.00% | +3,039+261.8% | Added |
| BNP Paribas Arbitrage, SA | 5,574 | $42.3K | 0.00% | −529−8.7% | Reduced |
| New York State Common Retirement Fund | 7,114 | $53.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,297 | $55.3K | 0.00% | −57,859−88.8% | Reduced |
| Connective Capital Management, LLC | 9,961 | $75.5K | 0.05% | +9,961 | New |
| Barclays PLC | 11,796 | $89.4K | 0.00% | −70−0.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,277 | $100.6K | 0.00% | +6,319+90.8% | Added |
| Russell Investments Group, Ltd. | 14,449 | $109.5K | 0.00% | +12,243+555.0% | Added |
| JPMorgan Chase & Co | 14,566 | $109.8K | 0.00% | +3,248+28.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 16,064 | $121.8K | 0.00% | +3,010+23.1% | Added |
| Citigroup Inc | 16,384 | $124.2K | 0.00% | +15,981+3,965.5% | Added |
| Goldman Sachs Group Inc | 18,627 | $141.2K | 0.00% | −17,484−48.4% | Reduced |
| Morgan Stanley | 18,723 | $141.9K | 0.00% | +3,787+25.4% | Added |
| Invesco Ltd. | 18,827 | $142.7K | 0.00% | +18,827 | New |
| MetLife Investment Management | 21,114 | $160.0K | 0.00% | +4,408+26.4% | Added |
| Rhumbline Advisers | 21,969 | $166.5K | 0.00% | +8,837+67.3% | Added |
| Bank of America Corp | 25,469 | $193.1K | 0.00% | +3,231+14.5% | Added |
| Price T Rowe Associates Inc | 29,026 | $221.0K | 0.00% | +9,476+48.5% | Added |
| Wells Fargo & Company | 31,820 | $241.2K | 0.00% | +21,575+210.6% | Added |
| XTX Topco Ltd | 31,845 | $241.4K | 0.00% | −35,536−52.7% | Reduced |
| Deutsche Bank AG | 34,700 | $263.0K | 0.00% | +9,411+37.2% | Added |
| Nuveen, LLC | 46,011 | $348.8K | 0.00% | +12,913+39.0% | Added |
| Bank of New York Mellon Corp | 75,021 | $568.7K | 0.00% | +25,727+52.2% | Added |
| Charles Schwab Investment Management Inc | 79,360 | $601.5K | 0.00% | +17,983+29.3% | Added |
| Vanguard Fiduciary Trust Co | 103,630 | $785.5K | 0.00% | +14,998+16.9% | Added |
| Northern Trust Corp | 220,095 | $1.67M | 0.00% | +67,761+44.5% | Added |
| Vanguard Portfolio Management LLC | 240,425 | $1.82M | 0.00% | +76,039+46.3% | Added |
| State Street Corp | 410,241 | $3.11M | 0.00% | +154,200+60.2% | Added |
| Geode Capital Management, LLC | 578,482 | $4.39M | 0.00% | +143,328+32.9% | Added |
| Vanguard Capital Management LLC | 1,058,468 | $8.02M | 0.00% | +32,199+3.1% | Added |
| BlackRock, Inc. | 1,896,088 | $14.4M | 0.00% | +591,667+45.4% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −31,372−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,645−100.0% | Sold out |
| APCM Wealth Management for Individuals | 0 | $0 | 0.00% | −11,093−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |