CAPN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 5 | +1 | 130.47K | $1.44M | +1 | n/a |
| Q1 2026 | 4 | -3 | 80.57K | $866,411 | +1 | −4 |
| Q4 2025 | 7 | 0 | 374.23K | $3.98M | n/a | n/a |
| Q3 2025 | 4 | 0 | 364.53K | $3.81M | n/a | n/a |
| Q2 2025 | 2 | 0 | 250.00K | $2.57M | n/a | n/a |
| Q1 2025 | 2 | 0 | 250.00K | $2.55M | n/a | n/a |
| Q4 2024 | 2 | 0 | 250.00K | $2.52M | n/a | n/a |
| Q3 2024 | 2 | +2 | 250.00K | $2.50M | +2 | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 63.39K | 0.0% | $699,870 | 0.0% | Held | 4 | SEC ↗ |
| 2 | Toronto Dominion Bank | 49.90K | New | $550,397 | 0.0% | New | 1 | SEC ↗ |
| 3 | Bnp Paribas Financial Markets | 9.20K | 0.0% | $101,601 | 0.0% | Held | 2 | SEC ↗ |
| 4 | UBS Group AG | 7.91K | 0.0% | $88,296 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 65 | -4.4% | $718 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Toronto Dominion Bank | $550,397 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 16.48K shares, $160,450 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.