R Squared Ltd CVRX — CVRX INC

Ownership history in R Squared Ltd  ·  4 quarters on record

AI Ownership Summary

R Squared Ltd reported CVRX INC (CVRX) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows CVRX at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CVRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was R Squared Ltd's position in CVRX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CVRX was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CVRX stock page R Squared Ltd fund profile R Squared Ltd full holdings
How R Squared Ltd held CVRX — position size vs. price
% of Fund (quarterly)    CVRX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 13,406 +2,855 +27.1% 0.04% $69K 2026-08-05 $5.58
2026 Q1 ADDED — — — 10,551 +121 +1.2% 0.05% $100K 2026-04-29 $6.87
2025 Q4 ADDED — — — 10,430 +8,960 +609.5% 0.03% $74K 2026-01-30 $6.85
2024 Q4 INITIATED — — — 1,470 — — 0.02% $19K 2025-01-23 $18.13

🏢 Other funds also holding CVRX

As of 2026 Q2 — sorted by position size

Kestra Advisory Services, LLC 3Y 0.0% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.0% JNBA Financial Advisors 3Y 7Y 0.0% WHITTIER TRUST CO 3Y 7Y 0.0% Archer Investment Corp 3Y 0.0% True Wealth Design, LLC 3Y 0.0% GAMMA Investing LLC 0.0% Police & Firemen's Retirement System of New Jersey 0.0% Caitong International Asset Management Co., Ltd 0.0% NEW YORK STATE COMMON RETIREMENT FUND 3Y 7Y 0.0%

FAQ About R Squared Ltd and CVRX

These are the practical questions this page is built to answer before you even open the full history table.

How long has R Squared Ltd reported owning CVRX?

R Squared Ltd reported CVRX across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported CVRX position in R Squared Ltd's portfolio?

The largest reported portfolio weight for CVRX was 0.05% in 2026 Q1.

What is the latest reported CVRX position on this page?

The most recent filing on this page is 2026 Q2, when R Squared Ltd reported 13,406 shares, equal to 0.04% of portfolio, with an estimated market value of $69K.

What does the chart on this CVRX ownership page compare?

The chart compares R Squared Ltd's quarterly CVRX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did R Squared Ltd time their CVRX position?

Based on 13F filing dates vs. subsequent CVRX price moves, R Squared Ltd correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on CVRX relative to SPY over the holding period was -46.4%.

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