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CapsoVision, Inc. 13F holders

49 funds reported a position in CapsoVision, Inc. in their 13F for the quarter ended 30 June 2026, together 5.1 million shares worth $38.6 million. Against the quarter before, 5 opened a position, 31 added, 7 trimmed and 6 sold out; together they bought a net 1.1 million shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and Geode Capital Management, LLC.

Funds holding49-2 on Q1 2026
Shares they held5.1Mworth $38.6 million
Net bought on the quarter1.1M sharesabout $8.3 million at the funds' values
Funds buying to selling36 to 13opened or added, to cut or sold
Opened 5Added 31Held 6Trimmed 7Sold out 6
Opened: 5 fundsAdded: 31 fundsHeld: 6 fundsTrimmed: 7 fundsSold out: 6 funds

What each fund did in CV against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2025: 26 funds, 408,415 shares26Q3 2025Q4 2025: 32 funds, 766,821 shares32Q4 2025Q1 2026: 51 funds, 4.0 million shares51Q1 2026Q2 2026: 49 funds, 5.1 million shares49Q2 2026

Funds reporting a position in CV in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 9 reported a position in CapsoVision, Inc.: 3 opened one, 2 added, 1 trimmed and 1 sold out, a net 1,140 shares bought.

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 2 reported a position in CapsoVision, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 578,482 shares worth $4.4 million, 0.0% of its reported book. In the quarter, 2 funds added or opened a position and 0 trimmed or sold out; together they bought a net 146,367 shares, about $1.1 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management578,482$4.4 million0.0%+143,328added30 June 202613F
FMR LLC4,200$31,8360.0%+3,039added30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
BlackRock, Inc.1,896,08837.21%$14.4 million0.00%+591,66713F
Vanguard Capital Management LLC1,058,46820.77%$8.0 million0.00%+32,19913F
Geode Capital Management, LLC578,48211.35%$4.4 million0.00%+143,32813F
State Street Corp.410,2418.05%$3.1 million0.00%+154,20013F
Vanguard Portfolio Management LLC240,4254.72%$1.8 million0.00%+76,03913F
Northern Trust Corp.220,0954.32%$1.7 million0.00%+67,76113F
Vanguard Fiduciary Trust Co.103,6302.03%$785,5150.00%+14,99813F
Charles Schwab Investment Management Inc.79,3601.56%$601,5490.00%+17,98313F
Bank of New York Mellon Corp75,0211.47%$568,6570.00%+25,72713F
Nuveen, LLC46,0110.90%$348,7630.00%+12,91313F
Deutsche Bank AG34,7000.68%$263,0260.00%+9,41113F
XTX Topco Ltd31,8450.62%$241,3850.00%-35,53613F
Wells Fargo & Company31,8200.62%$241,1960.00%+21,57513F
Price T Rowe Associates Inc.29,0260.57%$221,0000.00%+9,47613F
Bank of America Corp.25,4690.50%$193,0550.00%+3,23113F
Rhumbline Advisers21,9690.43%$166,5200.00%+8,83713F
MetLife Investment Management, LLC21,1140.41%$160,0440.00%+4,40813F
Invesco Ltd.18,8270.37%$142,7090.00%new13F
Morgan Stanley18,7230.37%$141,9210.00%+3,78713F
Goldman Sachs Group Inc.18,6270.37%$141,1930.00%-17,48413F
Citigroup Inc.16,3840.32%$124,1910.00%+15,98113F
Mirae Asset Global ETFS Holdings Ltd.16,0640.32%$121,7650.00%+3,01013F
JPMorgan Chase & Co.14,5660.29%$109,8280.00%+3,24813F
Russell Investments Group, Ltd.14,4490.28%$109,5230.00%+12,24313F
Police & Firemen's Retirement System of New Jersey13,2770.26%$100,6400.00%+6,31913F
Barclays PLC11,7960.23%$89,4140.00%-7013F
Connective Capital Management, LLC9,9610.20%$75,5040.05%new13F
UBS Group AG7,2970.14%$55,3110.00%-57,85913F
New York State Common Retirement Fund7,1140.14%$53,9240.00%no change13F
BNP Paribas Financial Markets5,5740.11%$42,2510.00%-52913F
FMR LLC4,2000.08%$31,8360.00%+3,03913F
Legal & General Group Plc3,3970.07%$25,7490.00%+99513F
Vanguard Global Advisers, LLC2,5400.05%$19,2530.00%no change13F
Tower Research Capital LLC (TRC)2,4820.05%$18,8140.00%+89013F
Ameritas Investment Partners, Inc.2,2790.04%$17,2750.00%no change13F
Royal Bank of Canada1,5660.03%$12,0000.00%+1,53513F
TD Waterhouse Canada Inc.1,5000.03%$11,0410.00%no change13F
California State Teachers Retirement System3910.01%$2,9640.00%-1,13613F
Gamma Investing LLC1350.00%$1,0230.00%no change13F
Sterling Capital Management LLC1220.00%$9250.00%-29513F
Physician Wealth Advisors, Inc.830.00%$6300.00%new13F
Arax Advisory Partners790.00%$5980.00%+7813F
Osaic Holdings, Inc.240.00%$1820.00%new13F
Allworth Financial LP150.00%$1140.00%+913F
True Wealth Design, LLC140.00%$1070.00%new13F
Farther Finance Advisors, LLC130.00%$990.00%+1113F
Transamerica Financial Advisors, LLC110.00%$830.00%no change13F
EverSource Wealth Advisors, LLC50.00%$380.00%+413F
Rothschild Investment LLC40.00%$300.00%+313F
Advisory Services Network, LLC00.00%$00.00%sold out13F
The 50 largest of the 49 funds that reported a position in CV in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
6 May 202613G/AEliyahou Harari and 9 others5.1 million10.2%16 March 2026passive, under 20% (13d-1(c))EDGAR
15 April 202613G/AShen Ching Hang and 3 others6.4 million12.8%10 April 2026passive, other (13d-1(d))EDGAR
7 April 202613G/ACID Greater China Venture Capital Fund III, L.P. and 9 others00.0%31 March 2026passive, other (13d-1(d))EDGAR
22 December 202513GShen Ching Hang and 1 other4.0 million8.5%1 October 2025passive, other (13d-1(d))EDGAR
12 November 202513GKioxia Corporation and 3 others3.4 million7.4%1 July 2025passive, other (13d-1(d))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
26 August 2026636$5.85SEC
25 August 20261,715$5.83SEC
24 August 20261,574$6.02SEC
21 August 202612$5.91SEC
20 August 2026702$6.12SEC
19 August 20263,600$6.15SEC
17 August 20261,955$6.46SEC
14 August 20261,867$6.79SEC
13 August 20263,332$6.86SEC
11 August 20265,901$6.68SEC
7 August 20262,608$6.90SEC
6 August 20262,736$6.77SEC
3 August 2026344$6.58SEC
31 July 2026418$6.70SEC
29 July 20261,510$6.62SEC
28 July 2026790$6.61SEC
27 July 20261,383$6.49SEC
24 July 2026183$6.60SEC
23 July 20269,644$6.91SEC
21 July 2026207$6.75SEC
20 July 20265,718$6.71SEC
17 July 20261,225$6.39SEC
16 July 202611,615$6.33SEC
15 July 2026644$6.36SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 11,615 on 16 July 2026. A fail is an operational fact about settlement, not a position.