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CV · CapsoVision, Inc · Holdings

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$6.99 +0.19 (+2.79%) At close · Oct 23
Russell 2000 member Rebalance outlook locked
Going-concern doubt — flagged Aug 13, 2026

Substantial doubt about the company's ability to continue as a going concern.

“The Company, having evaluated the extant facts and circumstances, concluded that the facts and circumstances raise substantial doubt about the Company's ability to continue as a going concern within one year after the date of issuance of these financial statements. While the Company raised approximately $14 million in gross proceeds resulting from the Private Placement described in Note 1. DESCRIPTION OF BUSINESS AND ORGANIZATIONAL STRUCTURE and further discussed in Note 9. COMMON STOCK, it is not probable that these funds are sufficient to fund expenditures necessary to achieve sales growth and innovation objectives. The Company intends to consummate additional capital raising activities, but there is no certainty as to such capital raising activities occurring at all, or occurring with sufficient timing or magnitude, sufficient to alleviate such substantial doubt.”
View the 10-Q filed Aug 13, 2026
Market Cap
$349.83M
Shares
50.05M
Volume · Oct 23 320.24K Avg daily vol (3M) 160.72K

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 CV: 13F, 13D and 13G, insiders and funds →
Recent SEC filings are still being reconciled. Holder totals and changes may be incomplete until processing catches up.
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: 50
Total Value: $38,627,703
Total Shares: 5,096,457

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 49 13F filers
Top Holder
37.2%
Sep 2025 → Jun 2026 · range 28.3% – 37.2%
of institutional value
Top 5
82.1%
Sep 2025 → Jun 2026 · range 76.4% – 85.3%
of institutional value
Top 10
92.4%
Sep 2025 → Jun 2026 · range 90.7% – 93.4%
of institutional value
HHI
2,064
Sep 2025 → Jun 2026 · range 1,514 – 2,064
Moderately concentrated

Who Holds CV

Last 5 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: 49 filers, like-for-like change +27.6%; actively managed books +10.0%; index-like books +30.5%.

Holder type Share Filers Change
Registered adviser 40.1% 19 +16.6%
Adviser 0.4% 1 new
Bank 16.0% 10 +40.6%
Benefit plan 0.0% 1 -74.4%
Non-US 0.8% 2 +28.3%
Holding company 38.0% 5 +42.8%
Exempt adviser 0.0% 0 —
Unknown 4.7% 11 -12.2%

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 2026-06-30 13F.

Conviction and Crowding

49 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
0
0.000% of filers hold it in their top 10
Mar 31, 2026: 0
Holders above 5%
0
median weight 0.000%
Mar 31, 2026: 0
Crowding
0.233%
of shares outstanding, 2nd percentile
Mar 31, 2026: 0.336%
Private-fund advisers
0.164%
of shares outstanding
Institutional ownership
10.2%
12.9% of the estimated free float
Top 10 holders
92.4%
of 13F shares, Herfindahl 0.206
Active holders
+10.0%
like-for-like share change of active filers
5% stakes on record
3
0 13D, 3 13G (0 institutional, 1 passive, 2 exempt)
How long holders have held it value-weighted 3.3 quarters
Under 1 year 33.6% 1 to 3 years 66.4% 3 years or more 0.000% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 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
$6.12
estimated per share
Mar 31, 2026: $5.85
Quarter-end price
$7.58
implied by 13F values
Estimated gain or loss
+23.8%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value

Estimated cost covers 72.4% 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.

Shareholder Targets

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

CV has no holder-overlap peers, so these filers hold the largest Healthcare stocks: LLY, JNJ, ABBV, UNH, MRK, TMO, AMGN, AZN, GILD, ABT, ISRG, VRTX, CVS, DHR, SYK, BMY, PFE, MDT, MCK, ELV. 6,246 filers in all.

# Filer In peers
1 LILLY ENDOWMENT INC Unknown, Unknown $108,400,867,760 1 held
2 Capital World Investors Adviser, Diversified active $89,827,396,720 14 held
3 NORGES BANK Non-US, Index-like $70,478,623,091 20 held
4 PNC FINANCIAL SERVICES GROUP, INC. Bank, Concentrated $67,493,367,200 20 held
5 Capital Research Global Investors Adviser, Diversified active $66,678,636,531 16 held
6 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $62,277,671,744 20 held
7 FRANKLIN RESOURCES INC Adviser, Diversified active $38,407,690,244 20 held
8 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Registered adviser, Index-like $37,386,289,243 20 held
9 Capital International Investors Adviser, Diversified active $36,212,541,834 15 held
10 Fisher Asset Management, LLC Adviser, Diversified active $29,973,271,178 20 held

Fund Ownership of CV by Fund Type

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

Index funds and index ETFs hold 6.38% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 1.45% 724,061
Index ETFs 4.93% 2,469,356
Active ETFs 0.00% 0
Active funds 0.16% 79,721
Unclassified 0.00% 0
All registered funds 6.54% 3,273,138
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 20 Adviser 1 Bank 10 Benefit plan 1 Non-US 2 Holding company 5 Unknown 11
Showing 50 of 50
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $14,372,345 37.21% 1,896,088
VANGUARD CAPITAL MANAGEMENT LLC $8,023,187 20.77% 1,058,468
GEODE CAPITAL MANAGEMENT, LLC $4,384,892 11.35% 578,482
STATE STREET CORP $3,109,626 8.05% 410,241
VANGUARD PORTFOLIO MANAGEMENT LLC $1,822,421 4.72% 240,425
NORTHERN TRUST CORP $1,668,319 4.32% 220,095
VANGUARD FIDUCIARY TRUST CO $785,515 2.03% 103,630
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $601,548 1.56% 79,360
Bank of New York Mellon Corp $568,656 1.47% 75,021
Nuveen, LLC $348,763 0.90% 46,011
DEUTSCHE BANK AG\ $263,025 0.68% 34,700
XTX Topco Ltd $241,385 0.62% 31,845
WELLS FARGO & COMPANY/MN $241,195 0.62% 31,820
PRICE T ROWE ASSOCIATES INC /MD/ $220,017 0.57% 29,026
BANK OF AMERICA CORP /DE/ $193,055 0.50% 25,469
RHUMBLINE ADVISERS $166,525 0.43% 21,969
MetLife Investment Management, LLC $160,044 0.41% 21,114
Invesco Ltd. $142,707 0.37% 18,827
MORGAN STANLEY $141,918 0.37% 18,723
GOLDMAN SACHS GROUP INC $141,192 0.37% 18,627
CITIGROUP INC $124,190 0.32% 16,384
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $121,765 0.32% 16,064
JPMORGAN CHASE & CO $110,409 0.29% 14,566
Russell Investments Group, Ltd. $109,523 0.28% 14,449
Police & Firemen's Retirement System of New Jersey $100,639 0.26% 13,277
BARCLAYS PLC $89,412 0.23% 11,796
Connective Capital Management, LLC $75,504 0.20% 9,961
UBS Group AG $55,310 0.14% 7,297
NEW YORK STATE COMMON RETIREMENT FUND $53,924 0.14% 7,114
BNP PARIBAS ARBITRAGE, SA $42,250 0.11% 5,574
FMR LLC $31,836 0.08% 4,200
Legal & General Group Plc $25,749 0.07% 3,397
Vanguard Global Advisers, LLC $19,253 0.05% 2,540
Tower Research Capital LLC (TRC) $18,813 0.05% 2,482
Ameritas Investment Partners, Inc. $17,274 0.04% 2,279
ROYAL BANK OF CANADA $11,869 0.03% 1,566
TD Waterhouse Canada Inc. $9,690 0.03% 1,500
Sterling Capital Management LLC $7,390 0.02% 1,144
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2,963 0.01% 391
GAMMA Investing LLC $1,124 0.00% 174
Arax Advisory Partners $598 0.00% 79
Physician Wealth Advisors, Inc. $536 0.00% 83
Fortitude Family Office, LLC $536 0.00% 83
Root Financial Partners, LLC $303 0.00% 47
OSAIC HOLDINGS, INC. $181 0.00% 24
Allworth Financial LP $113 0.00% 15
Transamerica Financial Advisors, LLC $83 0.00% 11
Farther Finance Advisors, LLC $64 0.00% 10
EverSource Wealth Advisors, LLC $37 0.00% 5
ROTHSCHILD INVESTMENT LLC $30 0.00% 4
Key facts CIK 1378325 CUSIP 140935107 13F (30d) 7 filings 7 filers Visit website Investor relations