undamentalytics Newsletter

Capsovision, Inc: which funds bought and sold

Institutions that bought and sold Capsovision shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 37 institutions that filed 13F reports for both quarters added to or opened positions in Capsovision, and 13 cut or closed them. Together they added a net 1.1M shares, +27.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 13K shares (+60.4%); index fund managers were net buyers of 1.1M shares (+31.6%). 7 opened a new position and 6 sold out entirely.

Bought, Q2 2026 37 institutions, 7 of them new holders Sold, Q2 2026 13 institutions, 6 of them sold out
Net change, all compared +1.1M shares (+27.6%)
Net change, active managers +13K shares (+60.4%), 2 bought, 0 sold

Buyers versus sellers

institutions compared, 56
Active managers and hedge funds 2 bought · 0 sold · +13K
Index fund managers 9 bought · 0 sold · +1.1M
Other institutions 26 bought · 13 sold · −19K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +592K +45.4% 1.9M $14.4M
State Street Corp Index funds +154K +60.2% 410K $3.1M
Geode Capital Management, LLC Index funds +143K +32.9% 578K $4.4M
Vanguard Portfolio Management LLC Index funds +76K +46.3% 240K $1.8M
Northern Trust Corp Index funds +68K +44.5% 220K $1.7M
Vanguard Capital Management LLC Index funds +32K +3.1% 1.1M $8M
Bank Of New York Mellon Corp +26K +52.2% 75K $568,657
Wells Fargo & Company +22K +210.6% 32K $241,196
Invesco Ltd. +19K New position 19K $142,709
Charles Schwab Investment Management Inc Index funds +18K +29.3% 79K $601,549
Citigroup Inc +16K +3965.5% 16K $124,191
Vanguard Fiduciary Trust Co Index funds +15K +16.9% 104K $785,515
Nuveen, LLC +13K +39.0% 46K $348,763
Russell Investments Group, Ltd. +12K +555.0% 14K $109,523
Connective Capital Management, LLC +9,961 New position 9,961 $75,504
Price T Rowe Associates Inc Active manager +9,476 +48.5% 29K $221,000
Deutsche Bank Ag\ +9,411 +37.2% 35K $263,026
Rhumbline Advisers Index funds +8,837 +67.3% 22K $166,520
Police & Firemen'S Retirement System Of New Jersey +6,319 +90.8% 13K $100,640
Metlife Investment Management, LLC +4,408 +26.4% 21K $160,044

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
UBS Group AG −58K −88.8% 7,297 $55,311
Xtx Topco Ltd −36K −52.7% 32K $241,385
Jane Street Group, LLC −31K Sold out 0 —
Susquehanna International Group, LLP −18K Sold out 0 —
Goldman Sachs Group Inc −17K −48.4% 19K $141,193
Alaska Wealth Advisors, LLC −11K Sold out 0 —
California State Teachers Retirement System −1,136 −74.4% 391 $2,964
BNP Paribas Financial Markets −529 −8.7% 5,574 $42,251
Sterling Capital Management LLC −295 −70.7% 122 $925
Barclays PLC −70 −0.6% 12K $89,414
Root Financial Partners, LLC −38 Sold out 0 —
Advisory Services Network, LLC −8 Sold out 0 —
Mai Capital Management −1 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Invesco Ltd. 19K $142,709
Connective Capital Management, LLC 9,961 $75,504
Royal Bank Of Canada 1,565 $12,000
Integrated Wealth Concepts LLC 100 $759
Physician Wealth Advisors, Inc. 83 $630
Osaic Holdings, Inc. 24 $182
True Wealth Design, LLC 14 $107

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
50
Ten largest holders
92.4%
of 13F-reported shares
Index fund managers
90.4%
of 13F-reported shares
Active managers and hedge funds
0.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 2 0 0 0 +13K +60.4%
Index fund managers 9 0 0 0 +1.1M +31.6%
Other institutions 26 13 7 6 −19K −4.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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