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CLPT · ClearPoint Neuro, Inc. · Holdings

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$9.25 -0.20 (-2.12%) At close · Oct 21
Russell 2000 member Rebalance outlook locked
Market Cap
$282.16M
Shares
30.50M
Volume · Oct 21 410.35K Avg daily vol (3M) 658.58K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of CLPT: 13F, 13D and 13G, insiders and funds →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 129
Total Value: $263,649,379
Total Shares: 14,786,400
Showing 1–100 of 135 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 130 13F filers
Top Holder
16.1%
Sep 2023 → Jun 2026 · range 15.2% – 23.0%
of institutional value
Top 5
51.1%
Sep 2023 → Jun 2026 · range 40.0% – 62.5%
of institutional value
Top 10
65.7%
Sep 2023 → Jun 2026 · range 56.9% – 80.0%
of institutional value
HHI
722
Sep 2023 → Jun 2026 · range 517 – 1,162
Broadly held

Who Holds CLPT

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 128 filers, like-for-like change +4.7%; actively managed books +5.5%; index-like books +3.8%.

Holder type Share Filers Change
Registered adviser 53.4% 66 +12.4%
Exempt adviser 0.9% 2 -19.1%
Adviser 0.2% 2 +10.9%
Bank 12.8% 13 +11.4%
Broker-dealer 0.5% 2 -3.7%
Benefit plan 0.0% 1 -74.6%
Non-US 0.9% 3 -47.7%
Holding company 19.4% 5 +0.3%
Unknown 11.9% 34 -11.5%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-03-31 13F and 1 holder with no observed 2026-06-30 13F.

Conviction and Crowding

128 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
2
1.56% of filers hold it in their top 10
Mar 31, 2026: 1
Holders above 5%
2
median weight 0.000%
Mar 31, 2026: 0
Crowding
16.7%
of shares outstanding, 49th percentile
Mar 31, 2026: 13.7%
Private-fund advisers
14.8%
of shares outstanding
Institutional ownership
46.4%
48.2% of the estimated free float
Top 10 holders
67.7%
of 13F shares, Herfindahl 0.079
Active holders
+5.5%
like-for-like share change of active filers
5% stakes on record
4
0 13D, 4 13G (1 institutional, 3 passive, 0 exempt)
How long holders have held it value-weighted 9.5 quarters
Under 1 year 42.4% 1 to 3 years 27.7% 3 years or more 29.9% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net sellers of $524,818 (0 buying, 1 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$12.75
estimated per share
Mar 31, 2026: $12.92
Quarter-end price
$17.84
implied by 13F values
Estimated gain or loss
+39.9%
price against the estimated cost
Estimated at a loss
0.030%
of costed 13F value

Estimated cost covers 53.4% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies CLPT's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 QURE uniQure N.V. 6
2 PRCT PROCEPT BioRobotics Corp 3
3 GTLB Gitlab Inc. 3
4 LQDA Liquidia Corp 3
5 TEM Tempus AI, Inc. 3
6 CYTK Cytokinetics Inc 3
7 MOS Mosaic Co 3
8 VICR Vicor Corp 3
9 SITM SITIME Corp 3
10 GH Guardant Health, Inc. 3

Shareholder Targets

13F filers that own its peers but not CLPT, quarter ended Jun 30, 2026

Found through its holder-overlap peers: QURE, PRCT, GTLB, LQDA, TEM, CYTK, MOS, VICR, SITM, GH, ONTO, CRDO, SU, MPLX, TTWO, BABA, NU, AXON, ALAB, MELI. 3,514 filers in all.

# Filer In peers
1 BAILLIE GIFFORD & CO Adviser, Diversified active $10,967,447,214 8 held
2 Capital Research Global Investors Adviser, Diversified active $7,691,845,266 4 held
3 NORGES BANK Non-US, Index-like $4,697,732,687 15 held
4 Capital International Investors Adviser, Diversified active $3,965,611,483 6 held
5 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $3,720,694,735 18 held
6 Capital World Investors Adviser, Diversified active $3,665,469,548 6 held
7 T. Rowe Price Investment Management, Inc. Adviser, Diversified active $2,991,086,148 8 held
8 Saudi Electronic Games Holding Co Unknown, Unknown $2,853,441,706 1 held
9 BANK OF MONTREAL /CAN/ Bank, Diversified active $2,766,503,502 18 held
10 Point72 Asset Management, L.P. Registered adviser, Systematic-like $2,685,344,480 13 held

Fund Ownership of CLPT by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.31% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.23% 983,804
Index ETFs 9.09% 2,771,384
Active ETFs 0.00% 1,119
Active funds 1.13% 343,666
Unclassified 0.00% 518
All registered funds 13.44% 4,100,491
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 65 Exempt adviser 2 Adviser 2 Bank 13 Broker-dealer 2 Benefit plan 1 Non-US 3 Holding company 5 Unknown 36
Showing 100 of 135
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $42,455,699 16.10% 2,379,804
MAK CAPITAL ONE LLC $42,385,360 16.08% 2,375,861
VANGUARD CAPITAL MANAGEMENT LLC $21,993,276 8.34% 1,232,807
STATE STREET CORP $14,567,198 5.53% 816,547
GEODE CAPITAL MANAGEMENT, LLC $13,378,786 5.07% 749,932
Lane Generational LLC $7,935,785 3.01% 444,831
UBS Group AG $7,646,793 2.90% 428,632
MILLENNIUM MANAGEMENT LLC $6,380,939 2.42% 357,676
BROWN ADVISORY INC $5,814,163 2.21% 325,906
COMPASS FINANCIAL MANAGEMENT LLC $5,274,931 2.00% 295,680
JANE STREET GROUP, LLC $4,401,128 1.67% 246,700
SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,286,630 1.63% 240,282
NORTHERN TRUST CORP $4,120,789 1.56% 230,986
Pier Capital, LLC $3,974,056 1.51% 222,761
VANGUARD FIDUCIARY TRUST CO $3,804,308 1.44% 213,246
VANGUARD PORTFOLIO MANAGEMENT LLC $3,471,378 1.32% 194,584
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,214,768 1.22% 180,200
TUDOR INVESTMENT CORP ET AL $3,099,860 1.18% 173,759
MORGAN STANLEY $2,957,619 1.12% 165,786
TWO SIGMA INVESTMENTS, LP $2,762,541 1.05% 154,851
Bank of New York Mellon Corp $2,707,522 1.03% 151,767
PARSONS CAPITAL MANAGEMENT INC/RI $2,657,731 1.01% 148,976
Pekin Hardy Strauss, Inc. $2,557,810 0.97% 143,375
GOLDMAN SACHS GROUP INC $2,478,171 0.94% 138,911
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,411,968 0.91% 135,200
Taylor Frigon Capital Management LLC $2,355,040 0.89% 132,009
CITADEL ADVISORS LLC $2,299,576 0.87% 128,900
CM Management, LLC $2,230,000 0.85% 125,000
Diametric Capital, LP $2,199,547 0.83% 123,293
FirstWave Capital Management LLC $2,062,304 0.78% 115,600
DEUTSCHE BANK AG\ $2,047,942 0.78% 114,795
Financial Engines Advisors L.L.C. $1,873,788 0.71% 105,033
Longaeva Partners L.P. $1,693,194 0.64% 94,910
CONWAY CAPITAL MANAGEMENT, INC. $1,658,674 0.63% 92,975
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1,605,314 0.61% 89,984
Exome Asset Management LLC $1,492,066 0.57% 83,636
Quantinno Capital Management LP $1,440,704 0.55% 80,757
BANK OF AMERICA CORP /DE/ $1,397,799 0.53% 78,352
JANE STREET GROUP, LLC $1,380,816 0.52% 77,400
Nuveen, LLC $1,302,141 0.49% 72,990
LPL Financial LLC $1,220,095 0.46% 68,391
COMMONWEALTH EQUITY SERVICES, LLC $1,213,976 0.46% 68,048
MILLENNIUM MANAGEMENT LLC $933,032 0.35% 52,300
Massar Capital Management, LP $896,959 0.34% 50,278
NAVELLIER & ASSOCIATES INC $892,000 0.34% 50,000
CITADEL ADVISORS LLC $868,593 0.33% 48,688
CITADEL ADVISORS LLC $806,368 0.31% 45,200
SILVERCREST ASSET MANAGEMENT GROUP LLC $636,888 0.24% 35,700
PRICE T ROWE ASSOCIATES INC /MD/ $621,831 0.24% 34,856
RHUMBLINE ADVISERS $604,008 0.23% 33,857
Numerai GP LLC $566,776 0.21% 31,770
BRADLEY FOSTER & SARGENT INC/CT $511,472 0.19% 28,670
IMC-Chicago, LLC $472,652 0.18% 26,494
ALLIANCEBERNSTEIN L.P. $469,192 0.18% 26,300
Corient Private Wealth LLC $462,626 0.18% 25,932
WELLS FARGO & COMPANY/MN $460,039 0.17% 25,787
Creative Planning $420,738 0.16% 23,584
Invesco Ltd. $420,042 0.16% 23,545
RAYMOND JAMES FINANCIAL INC $398,991 0.15% 22,365
MGO ONE SEVEN LLC $392,979 0.15% 22,028
SIMPLEX TRADING, LLC $355,194 0.13% 19,910
Valmark Advisers, Inc. $327,399 0.12% 18,352
Marex Group plc $321,120 0.12% 18,000
Advisory Services Network, LLC $318,300 0.12% 17,842
MetLife Investment Management, LLC $295,501 0.11% 16,564
Quantbot Technologies LP $288,686 0.11% 16,182
JPMORGAN CHASE & CO $285,225 0.11% 15,988
Gordian Capital Singapore Pte Ltd $276,520 0.10% 15,500
OPPENHEIMER & CO INC $272,060 0.10% 15,250
Mitsubishi UFJ Asset Management Co., Ltd. $261,445 0.10% 14,655
CITIGROUP INC $235,612 0.09% 13,207
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC $231,920 0.09% 13,000
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $231,581 0.09% 12,981
Man Group plc $213,188 0.08% 11,950
Inscription Capital, LLC $201,699 0.08% 11,306
Jump Financial, LLC $196,115 0.07% 10,993
Vanguard Global Advisers, LLC $180,897 0.07% 10,140
FMR LLC $169,497 0.06% 9,501
BNP PARIBAS ARBITRAGE, SA $159,275 0.06% 8,928
Police & Firemen's Retirement System of New Jersey $154,851 0.06% 8,680
Lodestone Wealth Management LLC $149,218 0.06% 12,221
NEW YORK STATE COMMON RETIREMENT FUND $148,072 0.06% 8,300
Russell Investments Group, Ltd. $137,403 0.05% 7,702
BARCLAYS PLC $131,337 0.05% 7,362
OSAIC HOLDINGS, INC. $107,753 0.04% 6,040
ROYAL BANK OF CANADA $104,915 0.04% 5,881
CoreCap Advisors, LLC $98,339 0.04% 8,054
Persistent Asset Partners Ltd $74,999 0.03% 4,204
PNC FINANCIAL SERVICES GROUP, INC. $71,360 0.03% 4,000
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $65,383 0.02% 3,665
Arax Advisory Partners $61,548 0.02% 3,450
Legal & General Group Plc $48,828 0.02% 2,737
Ameritas Investment Partners, Inc. $39,694 0.02% 2,225
Tower Research Capital LLC (TRC) $37,107 0.01% 2,080
Caitong International Asset Management Co., Ltd $36,304 0.01% 2,035
HUNTINGTON NATIONAL BANK $35,680 0.01% 2,000
Versant Capital Management, Inc $34,432 0.01% 2,820
Aquatic Capital Management LLC $33,289 0.01% 1,866
Rockefeller Capital Management L.P. $32,112 0.01% 1,800
NewEdge Advisors, LLC $29,418 0.01% 1,649

Showing the top 100 of 135 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1285550 CUSIP 18507C103 13F (30d) 9 filings 9 filers Visit website Investor relations