Smart Money · Holder IQ
46.4 / 100
Below median holder quality (percentile 26.8 this quarter).
CV
CapsoVision, Inc. Common StockNASDAQ
$6.03-3.83%
Close Nov 13, 2026
Reading stored signals…
Healthcare • Medical Devices
Factor tilt: Small-Cap Blend
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bullish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
- Market cap
- $313.11Mas of Nov 12, 2026
- 1 month
- -6.5%
- 3 months
- -6.4%
- 1 year
- +8.8%
- 52-week range
- $4.64$14.42
More market facts
- Dividend
- No dividends on record
- Short interest
- 7.0% of float2M shares · settled Oct 30, 2026 · -10.6% since Oct 15, 2026 · FINRA
End-of-day close from stored market data, not a live quote.
Quarterly results
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 13, 2026 | $3.6M | +9.9% | 51.4% | -$7.6M | -$7.5M |
| Mar 2026filed May 14, 2026 | $2.8M | +0.3% | 47.6% | -$7.1M | -$7.0M |
| Dec 2025filed Mar 26, 2026 | $3.9M | +13.5% | 49.9% | -$7.5M | -$7.4M |
| Sep 2025filed Nov 13, 2025 | $3.5M | +19.3% | 54.1% | $98.0K | -$7.9M |
| Jun 2025filed Aug 14, 2025 | $3.3M | +16.6% | 54.6% | -$4.7M | -$4.6M |
| Mar 2025filed Mar 31, 2025 | $2.8M | +11.5% | 53.7% | -$5.4M | -$5.4M |
| Dec 2024filed Dec 31, 2024 | $3.5M | — | 50.2% | -$4.6M | -$4.6M |
| Sep 2024filed Sep 30, 2024 | $3.0M | — | 55.9% | -$5.8M | -$5.8M |
Balance sheet · cash, debt and near-term obligations
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.
As of
- Reported cash
- $9.1M
- Reported total debt
- $687.0K
- Current assets
- $17.3M
- Current liabilities
- $5.2M
Vendor filing date:
As of
- Reported cash
- $17.9M
- Reported total debt
- $788.0K
- Current assets
- $24.5M
- Current liabilities
- $5.4M
Vendor filing date:
As of
- Reported cash
- $10.1M
- Reported total debt
- $887.0K
- Current assets
- $16.7M
- Current liabilities
- $4.4M
Vendor filing date:
As of
- Reported cash
- $17.8M
- Reported total debt
- $978.0K
- Current assets
- $24.0M
- Current liabilities
- $4.6M
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 years · last 3
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Dec 2025filed Mar 26, 2026 | $13.6M | +15.3% | 52.9% | -$25.5M | -$25.3M |
| Dec 2024filed Dec 31, 2024 | $11.8M | +20.5% | 54.2% | -$19.9M | -$19.9M |
| Dec 2023filed Dec 31, 2023 | $9.8M | — | 56.3% | -$11.3M | -$11.3M |
Annual cash generation
Does profit turn into cash? Compare CV’s accounting profit with operating cash flow and capital spending. Amounts are in USD.
Fiscal year ending
- Net income
- -$25.3M
- Operating cash flow
- -$22.9M
- Capital spending
- $90.0K
- Free cash flow
- -$23.0M
Fiscal year ending
- Net income
- -$19.9M
- Operating cash flow
- -$20.1M
- Capital spending
- $153.0K
- Free cash flow
- -$20.2M
Fiscal year ending
- Net income
- -$11.3M
- Operating cash flow
- -$10.8M
- Capital spending
- $754.0K
- Free cash flow
- -$11.6M
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.
Cash-flow source and meaning
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.
Cash allocation: dividends, shares and debt
Where did CV’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.
Fiscal year ended
Vendor filing date:
- Net borrowing / repayment
- $0.0
- Total financing cash flow
- $23.6M
Fiscal year ended
Vendor filing date:
- Net borrowing / repayment
- $0.0
- Total financing cash flow
- $15.1M
Fiscal year ended
Vendor filing date:
- Total financing cash flow
- $20.5M
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.
Allocation source and sign conventions
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.
Short-interest history
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Share of float
Adjusted close · USD
Settlement records · 32 observations
Settlement Oct 30, 2026
1,951,383 shares short
-230,392 shares (-10.6%) vs Oct 15, 2026
7% of the stored float. Published Nov 10, 2026.
Settlement Oct 15, 2026
2,181,775 shares short
+77,390 shares (+3.7%) vs Sep 30, 2026
7.8% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
2,104,385 shares short
+205,320 shares (+10.8%) vs Sep 15, 2026
7.1% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
1,899,065 shares short
+18,488 shares (+1%) vs Aug 31, 2026
Published Sep 24, 2026.
Settlement Aug 31, 2026
1,880,577 shares short
+94,135 shares (+5.3%) vs Aug 14, 2026
6% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
1,786,442 shares short
-127,369 shares (-6.7%) vs Jul 31, 2026
5.7% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
1,913,811 shares short
-196,112 shares (-9.3%) vs Jul 15, 2026
6.1% of the stored float. Published Aug 11, 2026.
Settlement Jul 15, 2026
2,109,923 shares short
+391,745 shares (+22.8%) vs Jun 30, 2026
6.7% of the stored float. Published Jul 24, 2026.
Settlement Jun 30, 2026
1,718,178 shares short
+246,038 shares (+16.7%) vs Jun 15, 2026
5.4% of the stored float. Published Jul 10, 2026.
Settlement Jun 15, 2026
1,472,140 shares short
+120,460 shares (+8.9%) vs May 29, 2026
4.7% of the stored float. Published Jun 25, 2026.
Settlement May 29, 2026
1,351,680 shares short
-59,360 shares (-4.2%) vs May 15, 2026
4.3% of the stored float. Published Jun 9, 2026.
Settlement May 15, 2026
1,411,040 shares short
-13,729 shares (-1%) vs Apr 30, 2026
4.5% of the stored float. Published May 27, 2026.
Settlement Apr 30, 2026
1,424,769 shares short
+71,979 shares (+5.3%) vs Apr 15, 2026
4.5% of the stored float. Published May 11, 2026.
Settlement Apr 15, 2026
1,352,790 shares short
+108,692 shares (+8.7%) vs Mar 31, 2026
4.3% of the stored float. Published Apr 24, 2026.
Settlement Mar 31, 2026
1,244,098 shares short
+690,750 shares (+124.8%) vs Mar 13, 2026
3.9% of the stored float. Published Apr 10, 2026.
Settlement Mar 13, 2026
553,348 shares short
+144,188 shares (+35.2%) vs Feb 27, 2026
1.8% of the stored float. Published Mar 24, 2026.
Settlement Feb 27, 2026
409,160 shares short
-19,870 shares (-4.6%) vs Feb 13, 2026
1.3% of the stored float. Published Mar 10, 2026.
Settlement Feb 13, 2026
429,030 shares short
+71,295 shares (+19.9%) vs Jan 30, 2026
1.4% of the stored float. Published Feb 25, 2026.
Settlement Jan 30, 2026
357,735 shares short
+263,843 shares (+281%) vs Jan 15, 2026
1.1% of the stored float. Published Feb 10, 2026.
Settlement Jan 15, 2026
93,892 shares short
-126,341 shares (-57.4%) vs Dec 31, 2025
0.3% of the stored float. Published Jan 27, 2026.
Settlement Dec 31, 2025
220,233 shares short
+5,092 shares (+2.4%) vs Dec 15, 2025
0.7% of the stored float. Published Jan 12, 2026.
Settlement Dec 15, 2025
215,141 shares short
+135,760 shares (+171%) vs Nov 28, 2025
0.7% of the stored float. Published Dec 24, 2025.
Settlement Nov 28, 2025
79,381 shares short
+41,662 shares (+110.5%) vs Nov 14, 2025
0.3% of the stored float. Published Dec 9, 2025.
Settlement Nov 14, 2025
37,719 shares short
-670 shares (-1.7%) vs Oct 31, 2025
0.1% of the stored float. Published Nov 25, 2025.
Settlement Oct 31, 2025
38,389 shares short
+2,388 shares (+6.6%) vs Oct 15, 2025
0.1% of the stored float. Published Nov 11, 2025.
Settlement Oct 15, 2025
36,001 shares short
-5,969 shares (-14.2%) vs Sep 30, 2025
0.1% of the stored float. Published Oct 24, 2025.
Settlement Sep 30, 2025
41,970 shares short
+31,421 shares (+297.9%) vs Sep 15, 2025
0.1% of the stored float. Published Oct 9, 2025.
Settlement Sep 15, 2025
10,549 shares short
+8,564 shares (+431.4%) vs Aug 29, 2025
0% of the stored float. Published Sep 24, 2025.
Settlement Aug 29, 2025
1,985 shares short
-2,176 shares (-52.3%) vs Aug 15, 2025
0% of the stored float. Published Sep 10, 2025.
Settlement Aug 15, 2025
4,161 shares short
-8,654 shares (-67.5%) vs Jul 31, 2025
0% of the stored float. Published Aug 26, 2025.
Settlement Jul 31, 2025
12,815 shares short
+12,232 shares (+2,098.1%) vs Jul 15, 2025
0% of the stored float. Published Aug 11, 2025.
Settlement Jul 15, 2025
583 shares short
0% of the stored float. Published Jul 24, 2025.
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
Portfolio context
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We’ll show you if CV is in your portfolio and how much it contributes.
Sign inMarket context
Smart money context
Holder IQ: LOW
3 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Sep 22, 2026
Insider context
Sentiment: bullish
Last trade: buy 52 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bullish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 6
Largest 13-F holders · Q2 2026
50 filers reported a long position in CV for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
92.4%
of the 5.1M shares 13-F filers reported
Moves vs Q1 2026
10 added0 trimmed
Net shares held
+31.8%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $14.4M · 1.9M shares | 1.9M | +45.4% |
| 2 | Vanguard Capital Management LLC | $8M · 1.1M shares | 1.1M | +3.1% |
| 3 | Geode Capital Management, LLC | $4.4M · 578.5K shares | 578.5K | +32.9% |
| 4 | State Street Corp | $3.1M · 410.2K shares | 410.2K | +60.2% |
| 5 | Vanguard Portfolio Management LLC | $1.8M · 240.4K shares | 240.4K | +46.3% |
| 6 | Northern Trust Corp | $1.7M · 220.1K shares | 220.1K | +44.5% |
| 7 | Vanguard Fiduciary Trust Co | $785.5K · 103.6K shares | 103.6K | +16.9% |
| 8 | Charles Schwab Investment Management Inc | $601.5K · 79.4K shares | 79.4K | +29.3% |
| 9 | Bank of New York Mellon Corp | $568.7K · 75K shares | 75K | +52.2% |
| 10 | Nuveen, LLC | $348.8K · 46K shares | 46K | +39% |
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 in5% holder filings (13D / 13G)
Holders of more than 5% of CV file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Nov 4, 2026 | Harari Eliyahou Et Al13G · passive · amended | 13.2% |
| Apr 15, 2026 | Shen Ching Hang13G · passive · amended | 12.8% |
| Apr 7, 2026 | CID Greater China Venture Capital Fund III, L.P.13G · passive · amended | 0%under 5% |
Moves the factor model did not explain
How much of CV’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.
- Market
- -0.89%
- Style leanings
- +0.55%
- Unexplained residual
- -2.45%
- Stock move
- -2.79%
Window contributions are percentage points of starting stock value. The market bar is the fitted common intercept, not an index return. Market + styles + residual = stock move; opposite signs can offset. Source: daily_returns, dated security_factor_exposures × barra_factor_returns, and stored security_specific_returns; 2026-10-15–2026-11-12, model v1.2.0. Returns are dimensionless on the USD listing; no currency conversion.
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.
Dated model observations (20)
Daily percentage returns, not window contributions. Source: the same dated warehouse rows and model v1.2.0; observed 2026-11-14T16:08:46.782Z. Absent sessions are never interpolated; missing or failed inputs stay unavailable.
| Date | Stock | Market | Styles | Residual |
|---|---|---|---|---|
| +1.24% | -1.05% | -2.43% | +4.72% | |
| +2.14% | +0.36% | -0.74% | +2.53% | |
| +0.15% | +0.43% | +0.52% | -0.79% | |
| +1.80% | +0.49% | +1.08% | +0.22% | |
| 0.00% | -1.09% | +0.57% | +0.52% | |
| +2.79% | -0.46% | +1.30% | +1.95% | |
| -1.43% | +0.50% | -1.07% | -0.86% | |
| -2.03% | +0.68% | +0.41% | -3.13% | |
| +4.59% | +0.37% | -0.52% | +4.75% | |
| -1.70% | -0.46% | +0.20% | -1.44% | |
| -1.59% | -1.77% | -1.34% | +1.52% | |
| -1.46% | -0.24% | +0.61% | -1.84% | |
| -0.45% | +0.35% | -0.86% | +0.07% | |
| +2.24% | +1.75% | +1.52% | -1.03% | |
| -9.49% | -3.95% | +0.42% | -5.96% | |
| +1.94% | +0.71% | +0.67% | +0.56% | |
| +1.90% | +2.42% | +3.55% | -4.07% | |
| -1.09% | -0.29% | -1.55% | +0.75% | |
| -1.57% | +1.19% | +0.86% | -3.62% | |
| 0.00% | -0.45% | -2.67% | +3.13% |
How this split is calculated
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.
What insiders reported owning
Reading dated filing evidence…
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