Capstone Holding Corp.(CAPS)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Not in ranked universe
Below size threshold
Below the main board's size threshold of $25M annual revenue or $100M total assets. This company reported $48.6M in revenue and is scored on the micro-cap board instead.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
CAPS Stock Analysis & AI Quality Score
Data updated 2026-07-26AI stock analysis and institutional research for Capstone Holding Corp. (CAPS), a Consumer Discretionary sector company. CAPS is not currently included in 13F Pro's AI-ranked quality universe — below the main board's size threshold of $25m annual revenue or $100m total assets. this company reported $48.6m in revenue and is scored on the micro-cap board instead. Based on the latest XBRL financial filings (Q2 2026), Capstone Holding Corp. reports quarterly revenue of $21.5M, net income of $-1.4M, free cash flow of $-454.0K. Top institutional holders of CAPS by reported 13-F value include GEODE CAPITAL MANAGEMENT, StoneX Group, JANE STREET GROUP, based on the most recent SEC filings. CAPS trades on the Nasdaq exchange and files with the SEC under CIK 887151. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CAPS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Capstone Holding Corp. directly from SEC EDGAR.
Revenue
Q2 2026
$21.5M
Net Income
Q2 2026
$-1.4M
Free Cash Flow
Q2 2026
$-454.0K
ROIC
Q2 2026
5.9%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+4.5% YoYNet Income
-728.3% YoYOperating Income
-1621.9% YoYEPS (Diluted)
Total Assets
+8.8% YoYTotal Debt
+62.7% YoYOp. Cash Flow
-215.5% YoYFree Cash Flow
-222.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2018 | FY 2017 |
|---|---|---|---|---|---|---|
| Revenue | $46.9M +4.5% | $44.9M -7.2% | $48.4M | — | $-2.0M | $0.00 |
| Net Income | $-21.2M -728.3% | $-2.6M +32.9% | $-3.8M | — | $380.0K -78.3% | $1.8M |
| Operating Income | $-11.0M -1621.9% | $-638.0K +49.2% | $-1.3M | — | $181.0K -89.2% | $1.7M |
| EPS (Diluted) | — | $-34.87 +4.2% | $-36.39 | — | — | — |
| Total Assets | $51.4M +8.8% | $47.2M -10.4% | $52.7M | — | $1.5M -5.9% | $1.6M |
| Total Debt | $16.8M +62.7% | $10.3M -18.4% | $12.6M | — | $2.5M +10.0% | $2.2M |
| Operating Cash Flow | $-4.4M -215.5% | $3.8M +131.6% | $1.6M | — | $66.0K +104.2% | $-1.6M |
| Free Cash Flow | $-4.5M -222.5% | $3.7M +156.7% | $1.4M | — | — | — |
Get alerted when CAPS's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Capstone Holding Corp. including:
Top Institutional Holders of CAPS
GEODE CAPITAL MANAGEMENT, LLC
$15.6K61,497 shStoneX Group Inc.
$12.8K39,464 shJANE STREET GROUP, LLC
$11.9K46,776 shGOLDMAN SACHS GROUP INC
$4.0K15,929 shNORTHERN TRUST CORP
$2.8K10,959 shGround Swell Capital, LLC
$2.7K10,448 shKERR FINANCIAL PLANNING Corp
$690.0075 shBARCLAYS PLC
$285.001,123 shHRT FINANCIAL LP
$5.0021,973 sh
| Fund | Value | Shares |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | $15.6K | 61,497 |
| StoneX Group Inc. | $12.8K | 39,464 |
| JANE STREET GROUP, LLC | $11.9K | 46,776 |
| GOLDMAN SACHS GROUP INC | $4.0K | 15,929 |
| NORTHERN TRUST CORP | $2.8K | 10,959 |
| Ground Swell Capital, LLC | $2.7K | 10,448 |
| KERR FINANCIAL PLANNING Corp | $690.00 | 75 |
| BARCLAYS PLC | $285.00 | 1,123 |
| HRT FINANCIAL LP | $5.00 | 21,973 |
More Consumer Discretionary Companies
View all Consumer Discretionary →Put CAPS on your watchlist
Track score changes the day Capstone Holding Corp. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is CAPS a good stock to buy?
13F Pro's AI-powered analysis of Capstone Holding Corp. (CAPS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CAPS are available on the CAPS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CAPS is classified as a small company.
Which hedge funds own CAPS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CAPS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Capstone Holding Corp.'s investment landscape.