Smart Money · Holder IQ
Above median holder quality (percentile 79.7 this quarter).
Reading stored signals…
Healthcare • Biotechnology
No reporting owner has a RED or GREEN connection distinguishable from zero in this publication.
A connection is distinguishable from zero here only when its RED or GREEN published interval has a lower bound above zero. A person with an admitted finding is always listed first, even with a zero score. Connections are then ordered by the larger of RED and GREEN. A zero tied with other owners is not given a percentile.
RED measures graph connections to people with admitted adjudications; GREEN measures connections to repeat value creators and stewards of qualifying compounders and long-term shareholder-return leaders. Net is GREEN minus RED on a −1 to 1 scale, not a probability or expected return. Connections alone do not establish conduct. These measures are separate from insider trading performance and Company Quality Grade.
The publication is uncalibrated. Its intervals are published bands, not a claim of calibrated confidence or a tested forecast.
Admitted findings are published guilty pleas, convictions and litigated SEC judgments or orders. Settlements and open cases are not findings. A positive net does not erase an admitted finding. Absence of a finding is not a clearance or a complete regulatory-history search.
Reporting owners who filed from after Oct 9, 2025 through Oct 9, 2026: a 12-month window ending at the publication date. This can include former officers and directors; it is not a verified roster of today's employees.
Link an account to see your stake, watchlist and past holdings. use the cited filings to check the reported role and evidence alongside your investment thesis. A connection alone does not tell you to increase or reduce a holding.
Medians across all 4 scored reporting owners at this company as of Oct 9, 2026: RED 0, GREEN 0, net 0. Highest RED: 0; highest GREEN: 0.
Wendy J. Betts · SEC CIK 0002055040
Read the Form 4 filed Oct 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 535e298771657a1b9d9d5e711cdf28ed3a2f4c264c61e41b1b8141c4a550b43f
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Paul Frederick Burton · SEC CIK 0002006956
Read the Form 4 filed Oct 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 6e5dacf7e2f6ed01dff06fddf172070753a111bed8b436fae014b7aab9abd83a
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Peter K. Fung · SEC CIK 0002060369
Read the Form 4 filed Oct 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: c78843be5db58696a559b706bf351b03f3920000a220f93147e0c0607c81f91b
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
James Intrater · SEC CIK 0001950394
Read the Form 4 filed Oct 2, 2026Published intervals: RED 0 to 0.02; GREEN 0 to 0.02; net -0.04 to 0.04.
Score identity: 00854e6fe4b3e45a127593f0b8e9015c3bcfef41a61fe8add3cda48b1656fac5
Calibration versions: RED affine-identity-unfitted.v1; GREEN affine-identity-unfitted.v1
Trailing twelve-month statements · as of Nov 12, 2026
End-of-day close from stored market data, not a live quote.
Cardio Diagnostics Holdings, Inc. develops and commercializes epigenetics-based clinical tests for cardiovascular disease. The company offers Epi+Gen CHD, a three-year symptomatic coronary heart disease (CHD) risk assessment clinical blood test targeting CHD events, including heart attacks; PrecisionCHD, an integrated epigenetic-genetic clinical blood test for the detection of coronary heart disease; and Actionable
Clinical Intelligence, a platform that offers new epigenetic and genetic insights to clinicians prescribing to help improve chronic care management. It also provides CardioInnovate360, a research-use-only solution to support the discovery, development and validation of novel biopharmaceuticals for the assessment and management of cardiovascular diseases; and HeartRisk, a SaaS cardiovascular disease risk intelligence platform. It serves telemedicine providers; provider organizations, such as concierge practices, longevity clinics, and risk-bearing provider organizations; and employer organizations. Cardio Diagnostics Holdings, Inc. was founded in 2017 and is headquartered in Chicago, Illinois.
Company profile stored Oct 26, 2026.
The last 8 fiscal quarters from the latest stored normalized financial statements. These may include restatements. Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Jun 2026filed Aug 7, 2026 | $5.4K | -28.3% | 100.0% | -$1.5M | -$1.5M |
| Mar 2026filed May 15, 2026 | $2.7K | +185.1% | -3,431.8% | -$1.8M | -$1.8M |
| Dec 2025filed Mar 13, 2026 | $3.6K | -21.2% | — | -$1.5M | -$1.5M |
| Sep 2025filed Nov 12, 2025 | $2.9K | -56.6% | — | -$1.7M | -$1.7M |
| Jun 2025filed Aug 14, 2025 | $7.5K | -5.0% | — | -$1.7M | -$1.7M |
| Mar 2025filed May 15, 2025 | $940.0 | -94.1% | — | -$1.6M | -$1.6M |
| Dec 2024filed Mar 20, 2025 | $4.5K | -15.0% | — | -$1.5M | -$1.5M |
| Sep 2024filed Nov 13, 2024 | $6.6K | -34.4% | — | -$1.4M | -$1.4M |
What resources sit beside the obligations? These are balances at each fiscal quarter end, not cash earned during the quarter. Amounts are in USD, the reporting currency.
Vendor filing date:
Vendor filing date:
Vendor filing date:
Vendor filing date:
Link an account to see your stake, watchlist and past holdings. Compare cash and debt across dates when reviewing its reliance on financing. Current assets can include receivables and inventory; current liabilities include bills as well as borrowings. They are not all spendable cash or all debt. These figures alone do not establish the ability to repay.
Source: the latest stored normalized balance sheets, matched to the same security and fiscal end as these income periods. They may include restatements and are not an originally-filed or knowledge-time history. No net debt, coverage ratio or replacement balance is calculated. Read the SEC guide to financial statements for the distinction between balances and cash flows.
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Mar 13, 2026 | $14.8K | -57.5% | — | -$6.5M | -$6.5M |
| Dec 2024filed Mar 20, 2025 | $34.9K | +104.5% | — | -$8.4M | -$8.4M |
| Dec 2023filed Apr 1, 2024 | $17.1K | +1,696.3% | — | -$7.2M | -$8.4M |
| Dec 2022filed Mar 31, 2023 | $950.0 | +5.4% | — | -$4.5M | -$4.7M |
| Dec 2021filed Dec 31, 2021 | $901.0 | — | 100.0% | -$620.4K | -$620.4K |
| Dec 2020filed Dec 31, 2020 | — | — | — | -$609.2K | -$605.2K |
Does profit turn into cash? Compare CDIO’s accounting profit with operating cash flow and capital spending. Amounts are in USD.
Fiscal year ending
Fiscal year ending
Fiscal year ending
Fiscal year ending
Fiscal year ending
Fiscal year ending
Link an account to see your stake, watchlist and past holdings. Compare cash generation and investment needs with your thesis. Working capital and non-cash charges can separate profit from cash. Capital spending can reduce free cash flow while earnings rise. For a long or short position, that gap alone does not predict a price move.
Source: Annual financial statements, latest stored vendor-normalized figures. These may include restatements and may differ from the filer’s own XBRL. A filing date is not the knowledge date of this version of the values.
Free cash flow is the vendor’s reported figure, shown only when it agrees with operating cash flow less capital spending recorded as a positive outflow. It is not cash guaranteed for dividends or buybacks, and it does not subtract every financing obligation. Missing or sign-incompatible inputs are not filled in. An unlabelled currency is used only for a confirmed domestic USD filer. These are annual statements, not forecasts or an originally-filed history.
Where did CDIO’s financing cash go? Compare cash paid as dividends with net share and debt transactions across fiscal years. Amounts are in USD, the reporting currency. These are company-wide totals, not per-share payouts.
Vendor filing date:
Vendor filing date:
Vendor filing date:
Vendor filing date:
Vendor filing date:
Vendor filing date:
Link an account to see your stake, watchlist and past holdings. Compare these uses of cash with operating cash generation and the debt on the balance sheet. A negative net share movement means purchases exceeded issuance; it does not give gross buybacks. A dividend or share purchase can be financed with borrowing, and none of these flows guarantees a future payment or price return.
Source: Annual cash-flow statements, latest stored vendor-normalized values for the same security and fiscal year. These can include restatements; a filing date is not the knowledge date of this version.
Dividends are positive cash paid out. For net share transactions, net borrowing and total financing, positive means cash in and negative means cash out. Net share transactions combine issuance and purchases; they are not gross repurchases, a change in shares outstanding, or stock compensation. Total financing includes other flows and is not the sum of just these three lines. Zero means a reported zero. No FX conversion, shareholder-return total or forecast is inferred.
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement Oct 30, 2026
4,836 shares short
+1,865 shares (+62.8%) vs Oct 15, 2026
0.2% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
2,971 shares short
+1,959 shares (+193.6%) vs Sep 30, 2026
0.1% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
1,012 shares short
-4,247 shares (-80.8%) vs Sep 15, 2026
0% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
5,259 shares short
-18,367 shares (-77.7%) vs Aug 31, 2026
0.2% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
23,626 shares short
-5,940 shares (-20.1%) vs Aug 14, 2026
Published Sep 10, 2026.
Settlement Aug 14, 2026
29,566 shares short
+5,773 shares (+24.3%) vs Jul 31, 2026
Published Aug 25, 2026.
Settlement Jul 31, 2026
23,793 shares short
+19,245 shares (+423.2%) vs Jul 15, 2026
Published Aug 11, 2026.
Settlement Jul 15, 2026
4,548 shares short
-15,696 shares (-77.5%) vs Jun 30, 2026
Published Jul 24, 2026.
Settlement Jun 30, 2026
20,244 shares short
+5,364 shares (+36%) vs Jun 15, 2026
Published Jul 10, 2026.
Settlement Jun 15, 2026
14,880 shares short
-4,387 shares (-22.8%) vs May 29, 2026
Published Jun 25, 2026.
Settlement May 29, 2026
19,267 shares short
+267 shares (+1.4%) vs May 15, 2026
Published Jun 9, 2026.
Settlement May 15, 2026
19,000 shares short
-27,815 shares (-59.4%) vs Apr 30, 2026
Published May 27, 2026.
Settlement Apr 30, 2026
46,815 shares short
-6,946 shares (-12.9%) vs Apr 15, 2026
Published May 11, 2026.
Settlement Apr 15, 2026
53,761 shares short
+31,497 shares (+141.5%) vs Mar 31, 2026
Published Apr 24, 2026.
Settlement Mar 31, 2026
22,264 shares short
-138,280 shares (-86.1%) vs Mar 13, 2026
Published Apr 10, 2026.
Settlement Mar 13, 2026
160,544 shares short
-350,268 shares (-68.6%) vs Feb 27, 2026
Published Mar 24, 2026.
Settlement Feb 27, 2026
510,812 shares short
+388,296 shares (+316.9%) vs Feb 13, 2026
Published Mar 10, 2026.
Settlement Feb 13, 2026
122,516 shares short
-21,974 shares (-15.2%) vs Jan 30, 2026
Published Feb 25, 2026.
Settlement Jan 30, 2026
144,490 shares short
+10,900 shares (+8.2%) vs Jan 15, 2026
Published Feb 10, 2026.
Settlement Jan 15, 2026
133,590 shares short
+128,205 shares (+2,380.8%) vs Dec 31, 2025
Published Jan 27, 2026.
Settlement Dec 31, 2025
5,385 shares short
+3,194 shares (+145.8%) vs Dec 15, 2025
Published Jan 12, 2026.
Settlement Dec 15, 2025
2,191 shares short
-24,248 shares (-91.7%) vs Nov 28, 2025
Published Dec 24, 2025.
Settlement Nov 28, 2025
26,439 shares short
+22,083 shares (+507%) vs Nov 14, 2025
Published Dec 9, 2025.
Settlement Nov 14, 2025
4,356 shares short
-804 shares (-15.6%) vs Oct 31, 2025
Published Nov 25, 2025.
Settlement Oct 31, 2025
5,160 shares short
-34,406 shares (-87%) vs Oct 15, 2025
Published Nov 11, 2025.
Settlement Oct 15, 2025
39,566 shares short
+12,969 shares (+48.8%) vs Sep 30, 2025
Published Oct 24, 2025.
Settlement Sep 30, 2025
26,597 shares short
-24,665 shares (-48.1%) vs Sep 15, 2025
Published Oct 9, 2025.
Settlement Sep 15, 2025
51,262 shares short
+34,008 shares (+197.1%) vs Aug 29, 2025
Published Sep 24, 2025.
Settlement Aug 29, 2025
17,254 shares short
-2,476 shares (-12.5%) vs Aug 15, 2025
Published Sep 10, 2025.
Settlement Aug 15, 2025
19,730 shares short
-764 shares (-3.7%) vs Jul 31, 2025
Published Aug 26, 2025.
Settlement Jul 31, 2025
20,494 shares short
+6,969 shares (+51.5%) vs Jul 15, 2025
Published Aug 11, 2025.
Settlement Jul 15, 2025
13,525 shares short
-31,828 shares (-70.2%) vs Jun 30, 2025
Published Jul 24, 2025.
Settlement Jun 30, 2025
45,353 shares short
-12,322 shares (-21.4%) vs Jun 13, 2025
Published Jul 10, 2025.
Settlement Jun 13, 2025
57,675 shares short
-28,212 shares (-32.8%) vs May 30, 2025
Published Jun 25, 2025.
Settlement May 30, 2025
85,887 shares short
+29,779 shares (+53.1%) vs May 15, 2025
Published Jun 10, 2025.
Settlement May 15, 2025
56,108 shares short
Published May 27, 2025.
Settlement Apr 30, 2025
1,305,025 shares short
-540,814 shares (-29.3%) vs Apr 15, 2025
Published May 9, 2025.
Settlement Apr 15, 2025
1,845,839 shares short
+297,560 shares (+19.2%) vs Mar 31, 2025
Published Apr 25, 2025.
Settlement Mar 31, 2025
1,548,279 shares short
+297,690 shares (+23.8%) vs Mar 14, 2025
Published Apr 9, 2025.
Settlement Mar 14, 2025
1,250,589 shares short
-730,521 shares (-36.9%) vs Feb 28, 2025
Published Mar 25, 2025.
Settlement Feb 28, 2025
1,981,110 shares short
-540,288 shares (-21.4%) vs Feb 14, 2025
Published Mar 11, 2025.
Settlement Feb 14, 2025
2,521,398 shares short
+758,234 shares (+43%) vs Jan 31, 2025
Published Feb 26, 2025.
Settlement Jan 31, 2025
1,763,164 shares short
+1,436,983 shares (+440.5%) vs Jan 15, 2025
Published Feb 11, 2025.
Settlement Jan 15, 2025
326,181 shares short
-1,204,556 shares (-78.7%) vs Dec 31, 2024
Published Jan 27, 2025.
Settlement Dec 31, 2024
1,530,737 shares short
-1,946,526 shares (-56%) vs Dec 13, 2024
Published Jan 10, 2025.
Settlement Dec 13, 2024
3,477,263 shares short
+1,922,435 shares (+123.6%) vs Nov 29, 2024
Published Dec 24, 2024.
Settlement Nov 29, 2024
1,554,828 shares short
+1,125,803 shares (+262.4%) vs Nov 15, 2024
Published Dec 10, 2024.
Settlement Nov 15, 2024
429,025 shares short
-1,251,192 shares (-74.5%) vs Oct 31, 2024
Published Nov 26, 2024.
Settlement Oct 31, 2024
1,680,217 shares short
+656,156 shares (+64.1%) vs Oct 15, 2024
Published Nov 11, 2024.
Settlement Oct 15, 2024
1,024,061 shares short
-1,771,918 shares (-63.4%) vs Sep 30, 2024
Published Oct 24, 2024.
Settlement Sep 30, 2024
2,795,979 shares short
+2,562,636 shares (+1,098.2%) vs Sep 13, 2024
Published Oct 9, 2024.
Settlement Sep 13, 2024
233,343 shares short
-166,822 shares (-41.7%) vs Aug 30, 2024
Published Sep 24, 2024.
Settlement Aug 30, 2024
400,165 shares short
+89,696 shares (+28.9%) vs Aug 15, 2024
Published Sep 11, 2024.
Settlement Aug 15, 2024
310,469 shares short
+38,399 shares (+14.1%) vs Jul 31, 2024
Published Aug 26, 2024.
Settlement Jul 31, 2024
272,070 shares short
-23,298 shares (-7.9%) vs Jul 15, 2024
Published Aug 9, 2024.
Settlement Jul 15, 2024
295,368 shares short
-153,554 shares (-34.2%) vs Jun 28, 2024
Published Jul 24, 2024.
Settlement Jun 28, 2024
448,922 shares short
+14,537 shares (+3.3%) vs Jun 14, 2024
Published Jul 10, 2024.
Settlement Jun 14, 2024
434,385 shares short
-94,909 shares (-17.9%) vs May 31, 2024
Published Jun 26, 2024.
Settlement May 31, 2024
529,294 shares short
-768,361 shares (-59.2%) vs May 15, 2024
Published Jun 11, 2024.
Settlement May 15, 2024
1,297,655 shares short
+961,173 shares (+285.7%) vs Apr 30, 2024
Published May 24, 2024.
Settlement Apr 30, 2024
336,482 shares short
-173,928 shares (-34.1%) vs Apr 15, 2024
Published May 9, 2024.
Settlement Apr 15, 2024
510,410 shares short
+65,776 shares (+14.8%) vs Mar 28, 2024
Published Apr 24, 2024.
Settlement Mar 28, 2024
444,634 shares short
-11,620 shares (-2.5%) vs Mar 15, 2024
Published Apr 9, 2024.
Settlement Mar 15, 2024
456,254 shares short
-38,020 shares (-7.7%) vs Feb 29, 2024
Published Mar 26, 2024.
Settlement Feb 29, 2024
494,274 shares short
-238,906 shares (-32.6%) vs Feb 15, 2024
Published Mar 11, 2024.
Settlement Feb 15, 2024
733,180 shares short
-24,313 shares (-3.2%) vs Jan 31, 2024
Published Feb 27, 2024.
Settlement Jan 31, 2024
757,493 shares short
-89,545 shares (-10.6%) vs Jan 12, 2024
Published Feb 9, 2024.
Settlement Jan 12, 2024
847,038 shares short
+372,893 shares (+78.6%) vs Dec 29, 2023
Published Jan 24, 2024.
Settlement Dec 29, 2023
474,145 shares short
-293,883 shares (-38.3%) vs Dec 15, 2023
Published Jan 10, 2024.
Settlement Dec 15, 2023
768,028 shares short
-306,740 shares (-28.5%) vs Nov 30, 2023
Published Dec 26, 2023.
Settlement Nov 30, 2023
1,074,768 shares short
-1,484,349 shares (-58%) vs Nov 15, 2023
Published Dec 11, 2023.
Settlement Nov 15, 2023
2,559,117 shares short
+2,266,491 shares (+774.5%) vs Oct 31, 2023
Published Nov 24, 2023.
Settlement Oct 31, 2023
292,626 shares short
+29,624 shares (+11.3%) vs Oct 13, 2023
Published Nov 9, 2023.
Settlement Oct 13, 2023
263,002 shares short
+194,207 shares (+282.3%) vs Sep 29, 2023
Published Oct 24, 2023.
Settlement Sep 29, 2023
68,795 shares short
+23,853 shares (+53.1%) vs Sep 15, 2023
Published Oct 10, 2023.
Settlement Sep 15, 2023
44,942 shares short
+37,848 shares (+533.5%) vs Aug 31, 2023
Published Sep 26, 2023.
Settlement Aug 31, 2023
7,094 shares short
-6,864 shares (-49.2%) vs Aug 15, 2023
Published Sep 11, 2023.
Settlement Aug 15, 2023
13,958 shares short
-55,240 shares (-79.8%) vs Jul 31, 2023
Published Aug 24, 2023.
Settlement Jul 31, 2023
69,198 shares short
-45,509 shares (-39.7%) vs Jul 14, 2023
Published Aug 9, 2023.
Settlement Jul 14, 2023
114,707 shares short
-9,287 shares (-7.5%) vs Jun 30, 2023
Published Jul 25, 2023.
Settlement Jun 30, 2023
123,994 shares short
-3,949 shares (-3.1%) vs Jun 15, 2023
Published Jul 11, 2023.
Settlement Jun 15, 2023
127,943 shares short
-100,690 shares (-44%) vs May 31, 2023
Published Jun 26, 2023.
Settlement May 31, 2023
228,633 shares short
+114,041 shares (+99.5%) vs May 15, 2023
Published Jun 9, 2023.
Settlement May 15, 2023
114,592 shares short
-55,327 shares (-32.6%) vs Apr 28, 2023
Published May 24, 2023.
Settlement Apr 28, 2023
169,919 shares short
+33,976 shares (+25%) vs Apr 14, 2023
Published May 9, 2023.
Settlement Apr 14, 2023
135,943 shares short
+35,647 shares (+35.5%) vs Mar 31, 2023
Published Apr 25, 2023.
Settlement Mar 31, 2023
100,296 shares short
+18,523 shares (+22.7%) vs Mar 15, 2023
Published Apr 11, 2023.
Settlement Mar 15, 2023
81,773 shares short
+60,395 shares (+282.5%) vs Feb 28, 2023
Published Mar 24, 2023.
Settlement Feb 28, 2023
21,378 shares short
+4,019 shares (+23.2%) vs Feb 15, 2023
Published Mar 9, 2023.
Settlement Feb 15, 2023
17,359 shares short
-23,262 shares (-57.3%) vs Jan 31, 2023
Published Feb 24, 2023.
Settlement Jan 31, 2023
40,621 shares short
-3,832 shares (-8.6%) vs Jan 13, 2023
Published Feb 9, 2023.
Settlement Jan 13, 2023
44,453 shares short
+17,736 shares (+66.4%) vs Dec 30, 2022
Published Jan 24, 2023.
Settlement Dec 30, 2022
26,717 shares short
-11,887 shares (-30.8%) vs Dec 15, 2022
Published Jan 10, 2023.
Settlement Dec 15, 2022
38,604 shares short
-47,870 shares (-55.4%) vs Nov 30, 2022
Published Dec 26, 2022.
Settlement Nov 30, 2022
86,474 shares short
-21,484 shares (-19.9%) vs Nov 15, 2022
Published Dec 9, 2022.
Settlement Nov 15, 2022
107,958 shares short
+102,909 shares (+2,038.2%) vs Oct 31, 2022
Published Nov 24, 2022.
Settlement Oct 31, 2022
5,049 shares short
Published Nov 9, 2022.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Through Nov 13, 2026
Recorded amounts and dates, not confirmation of cash received.
| Ex-date | Event | Recorded detail |
|---|---|---|
| May 13, 2025 | Reverse split | 1 for 30Each 30 pre-split shares become 1 post-split share. |
Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.
Source: recorded cash-dividend and split events.
Link an account to see your stake, watchlist and past holdings.
We’ll show you if CDIO is in your portfolio and how much it contributes.
Sign in3 smart-money holders: institutions with a high Holder IQ
Red flags: 9
17 filers reported a long position in CDIO for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
99.5%
of the 193K shares 13-F filers reported
Moves vs Q1 2026
1 added4 trimmed
3 new · 2 unchanged
Net shares held
-22.6%
across the 7 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | Renaissance Technologies LLC | $107.7K · 49.2K shares | 49.2K | +220.6% |
| 2 | BlackRock, Inc. | $76K · 34.7K shares | 34.7K | Unchanged |
| 3 | Geode Capital Management, LLC | $57.4K · 26.2K shares | 26.2K | -18.5% |
| 4 | Vanguard Capital Management LLC | $44.1K · 20.2K shares | 20.2K | Unchanged |
| 5 | Citadel Advisors LLC | $41.8K · 19.1K shares | 19.1K | New |
| 6 | XTX Topco Ltd | $35.2K · 16.1K shares | 16.1K | New |
| 7 | Jane Street Group, LLC | $26.1K · 11.9K shares | 11.9K | -85.3% |
| 8 | State Street Corp | $22.1K · 10.1K shares | 10.1K | New |
| 9 | Vanguard Fiduciary Trust Co | $6.2K · 2.8K shares | 2.8K | -28.8% |
| 10 | Tower Research Capital LLC (TRC) | $4K · 1.8K shares | 1.8K | -17.5% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign inHow much of CDIO’s move accompanied the market and its measured style leanings, and how much was left? The residual is unexplained by this fitted model. It does not establish a cause, skill or future alpha.
Return split unavailable. A complete, reconciled model for every market session in this window is unavailable. Missing dates are not filled.
Link an account with dated transactions to see what share of your own holding’s move since its purchase-date close was unexplained, with long and short positions distinguished. Your private holdings never enter this public chart.
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-13T15:53:41.424Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| Unavailable | Unavailable | Unavailable | Unavailable | |
| Unavailable | Unavailable | Unavailable | Unavailable | |
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Each day uses that day’s fitted market intercept and style exposures multiplied by that day’s published factor returns. Their sum plus the independently stored residual must reconcile to the stock return. Window effects are weighted by stock wealth at each day’s start and added; the stock return compounds. Every expected US market session must be present and pass source, identity, model and numerical checks. This retrospective fit is an explanation of measured returns, not evidence of causation or an investable forecast. The window ends at the latest published model session, which can lag the market; today’s unfinished session is excluded.
Reading dated filing evidence…
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1Y price return -50%
Prices adjusted for splits; dividends excluded.
Nov 12, 2025–Nov 12, 2026. Returns are rebased to the first displayed observation. Prices use the latest stored close's share basis, linked backward through stored price returns. Marks use their recorded calendar dates, including non-trading days; their lanes do not imply a price or that an event caused a move.
Insiders: green purchases, red sales. Other lanes: 13F reporting period ends, stored earnings-calendar dates and flagged filings. Select a mark or open the dated list for its evidence.
Reported evidence, not a forecast
Above median holder quality (percentile 79.7 this quarter).
The records have no bullish or bearish scoring labels, and no scoring rule fired. Last 180 days of filings: 0 purchases, 0 sales, 8 other records.
Late Form 4 filing
Read the balances behind the trades: SEC Forms 3, 4 and 5 state a reporting owner’s position, not just an amount bought or sold. These are dated filing observations, not current holdings or a trading signal.
Stock Options (Right to Buy) · Direct · Derivative units
Unavailable — most recently filed balance
Filed · report period Sep 30, 2026 · Form 4. Source: SEC filing 0002055040-26-000004. Quantities are reported units, not currency or market value.
Derivative units are recorded separately; no non-derivative share balance is inferred.
Underlying: Common Stock. Expiration: Sep 30, 2036. Exercise-price figure as filed: 1.9000; its currency is unavailable. No conversion into ordinary shares or dollars is made.
SEC identifiers: name as filed Betts Wendy J · reporting-owner CIK 0002055040 · issuer CIK 0001870144
Comparable non-derivative observations are unavailable for this position. Read its separate as-filed evidence below.
· 15,656 derivative units in stored record · Direct
Report period Sep 30, 2026 · Form 4 · balance after the filing’s transactions. SEC 0002055040-26-000004
Excluded from the comparison: Derivative units are recorded separately; no non-derivative share balance is inferred.
Link an account to see your stake, watchlist and past holdings. A reported balance adds context to a sale or purchase: an insider may still report a substantial position. This view does not calculate a percentage sold or a combined insider total. Different classes, indirect vehicles, derivatives and joint filers may overlap; changes can also reflect awards, gifts, exercises, splits or corrections. Neither a balance nor a change predicts your return.
Available filings through Nov 13, 2026; read Nov 13, 2026, 3:53 PM UTC. Latest 240 stored rows, up to 24 distinct reporting-owner positions. The bounded sample is truncated; older or additional positions may exist. 8 rows are outside the displayed position bound or have incompatible identities and are withheld. No holdings or account data about the reader enters this public evidence.