CapsoVision, Inc - CV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,896,088 | 14,372 | 0.0% | 0.0% | 1 | +591,667 | 45.36% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 1,058,468 | 8,023 | 0.0% | 0.0% | 2 | +32,199 | 3.14% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 578,482 | 4,385 | 0.0% | 0.0% | 3 | +143,328 | 32.94% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Added to | 410,241 | 3,109 | 0.0% | 0.0% | 4 | +154,200 | 60.22% | Q2 2026 | Sep 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 240,425 | 1,822 | 0.0% | 0.0% | 5 | +76,039 | 46.26% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 220,095 | 1,668 | 0.0% | 0.0% | 6 | +67,761 | 44.48% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 103,630 | 785 | 0.0% | 0.0% | 7 | +14,998 | 16.92% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 79,360 | 601 | 0.0% | 0.0% | 8 | +17,983 | 29.3% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 75,021 | 568 | 0.0% | 0.0% | 9 | +25,727 | 52.19% | Q2 2026 | Aug 06, 2026 |
| Nuveen, LLC | History | Added to | 46,011 | 348 | 0.0% | 0.0% | 10 | +12,913 | 39.01% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 34,700 | 263 | 0.0% | 0.0% | 11 | +9,411 | 37.21% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | Reduced | 31,845 | 241 | 0.0% | 0.01% | 13 | -35,536 | -52.74% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 31,820 | 241 | 0.0% | 0.0% | 12 | +21,575 | 210.59% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 29,026 | 221 | 0.0% | 0.0% | 14 | +9,476 | 48.47% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 25,469 | 193 | 0.0% | 0.0% | 15 | +3,231 | 14.53% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 21,969 | 166 | 0.0% | 0.0% | 16 | +8,837 | 67.29% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | Added to | 21,114 | 160 | 0.0% | 0.0% | 17 | +4,408 | 26.39% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | New | 18,827 | 142 | 0.0% | — | 18 | +18,827 | New | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 18,627 | 141 | 0.0% | 0.0% | 19 | -17,484 | -48.42% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 18,723 | 141 | 0.0% | 0.0% | 20 | +3,787 | 25.35% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 16,384 | 124 | 0.0% | 0.0% | 21 | +15,981 | 3965.51% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 16,064 | 121 | 0.0% | 0.0% | 22 | +3,010 | 23.06% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 14,449 | 109 | 0.0% | 0.0% | 24 | +12,243 | 554.99% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 14,566 | 109 | 0.0% | 0.0% | 23 | +3,248 | 28.7% | Q2 2026 | Aug 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 13,277 | 100 | 0.0% | 0.0% | 25 | +6,319 | 90.82% | Q2 2026 | Jul 23, 2026 |
| BARCLAYS PLC | History | Reduced | 11,796 | 89 | 0.0% | 0.0% | 26 | -70 | -0.59% | Q2 2026 | Aug 14, 2026 |
| Connective Capital Management, LLC | History | New | 9,961 | 75 | 0.05% | — | 27 | +9,961 | New | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 7,297 | 55 | 0.0% | 0.0% | 28 | -57,859 | -88.8% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,114 | 53 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,574 | 42 | 0.0% | 0.0% | 30 | -529 | -8.67% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 4,200 | 31 | 0.0% | 0.0% | 31 | +3,039 | 261.76% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 3,397 | 25 | 0.0% | 0.0% | 32 | +995 | 41.42% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 2,540 | 19 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,482 | 18 | 0.0% | 0.0% | 34 | +890 | 55.9% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,279 | 17 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,566 | 12 | 0.0% | — | 36 | +1,535 | 4951.61% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,500 | 11 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 391 | 2 | 0.0% | 0.0% | 38 | -1,136 | -74.39% | Q2 2026 | Aug 24, 2026 |
| GAMMA Investing LLC | History | No change | 135 | 1 | 0.0% | — | 39 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,372 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,645 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Alaska Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,093 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 122 | 0 | — | 0.0% | — | -295 | -70.74% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 83 | 0 | — | — | — | +83 | New | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | Added to | 79 | 0 | — | — | — | +78 | 7800.0% | Q2 2026 | Aug 10, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 24 | 0 | — | — | — | +24 | New | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13 | 0 | — | — | — | +11 | 550.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | Added to | 15 | 0 | — | — | — | +9 | 150.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q2 2026 | Jul 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 53 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |