Capstone HoldingCAPS
13F holders, Q1 2026 (March 31)7holders +1
3new positions
2sold out
$0.67avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Capstone Holding Corp. (CAPS) in their 13F filings, up 1 from Q4 2025. 3 opened new positions and 2 sold out. The largest holders were Geode Capital Management, LLC ($41K), XTX Topco Ltd ($15K) and Virtu Financial LLC ($14K).
- Company
- Capstone Holding Corp.
- CUSIP
- 14068E208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $71K |
| Exits | 2 | $91K |
All 13F filers, Q4 2025 → Q1 2026: 106,169 shares bought and 127,848 shares sold, net −21,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Geode Capital Management, LLC | 0.00% | New | 61,702 | $41K |
| XTX Topco Ltd | 0.00% | New | 23,220 | $15K |
| Virtu Financial LLC | 0.00% | New | 21,247 | $14K |
| KERR FINANCIAL PLANNING Corp | 0.00% | No change | 75 | $546 |
| UBS Group AG | 0.00% | Reduce -97.5% | 61 | $41 |
| Citigroup Inc. | 0.00% | No change | 1 | $1 |
| Morgan Stanley | 0.00% | No change | 1 | $1 |
"% of holder's portfolio" is CAPS's weight in each manager's 13F, not the share of Capstone Holding Corp. the manager owns.