SEC 13F Intelligence

CFMSConformis Inc

CUSIP 20717E101 · Yahoo Finance ↗ · Google Finance ↗

Conformis Inc (CFMS) has 1 institutional holders in Filings Flow’s 13F database, together reporting 982 shares worth $2,000 as of Q2 2023. The largest reported holders are Wasatch Advisors LP, Stonepine Capital Management, LLC, and Velan Capital Investment Management LP.

Institutional Holders
1
Q2 2023
Reported Value
$2,000
Ticker
CFMS
Quarters Tracked
19

Ownership Trend

Institutional holders
Q4 ’18: 40Q4 ’18Q1 ’19: 44Q2 ’19: 70Q3 ’19: 63Q3 ’19Q4 ’19: 55Q1 ’20: 50Q2 ’20: 48Q2 ’20Q3 ’20: 38Q4 ’20: 39Q1 ’21: 64Q1 ’21Q2 ’21: 65Q3 ’21: 66Q4 ’21: 65Q4 ’21Q1 ’22: 68Q2 ’22: 67Q3 ’22: 56Q3 ’22Q4 ’22: 3Q1 ’23: 2Q2 ’23: 1Q2 ’23filingsflow.com
Total reported value
Q4 ’18: $2MQ4 ’18Q1 ’19: $44MQ2 ’19: $83MQ3 ’19: $28MQ3 ’19Q4 ’19: $29MQ1 ’20: $10MQ2 ’20: $12MQ2 ’20Q3 ’20: $18MQ4 ’20: $10MQ1 ’21: $64MQ1 ’21Q2 ’21: $69MQ3 ’21: $72MQ4 ’21: $50MQ4 ’21Q1 ’22: $43MQ2 ’22: $26MQ3 ’22: $11MQ3 ’22Q4 ’22: $3MQ1 ’23: $2,668Q2 ’23: $2,000Q2 ’23filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Stonepine Capital Management, LLC$250M AUM1.04%$2M748.2KQ4 2022OLDER
Velan Capital Investment Management LP$160M AUM0.98%$986,0005.16MQ3 2022OLDER
MYDA Advisors LLC$608M AUM0.06%$133,000697.4KQ3 2022OLDER
WASATCH ADVISORS LP$15.1B AUM0.03%$4M20.64MQ3 2022OLDER
Avidian Wealth Enterprises, LLC$3.2B AUM0.01%$167,000875.2KQ3 2022OLDER
Blue Fin Capital, Inc.$610M AUM0.01%$24,000126.0KQ3 2022OLDER
Nova R Wealth, Inc.$313M AUM0.01%$7,00036.2KQ3 2022OLDER
Ameraudi Asset Management, Inc.$184M AUM0.00%$7,00035.0KQ3 2022OLDER
Invst, LLC$886M AUM0.00%$18,000100.0KQ3 2022OLDER
BOURGEON CAPITAL MANAGEMENT LLC$578M AUM0.00%$11,00060.0KQ3 2022OLDER
Cornerstone Advisory, LLC$1.1B AUM0.00%$10,00050.0KQ3 2022OLDER
Atlas Brown,Inc.$372M AUM0.00%$4,00023.0KQ3 2022OLDER
CarsonAllaria Wealth Management, Ltd.$202M AUM0.00%$2,00010.1KQ3 2022OLDER
LAKE STREET PRIVATE WEALTH, LLC$785M AUM0.00%$8,00040.0KQ3 2022OLDER
Rise Advisors, LLC$284M AUM0.00%$2,00010.0KQ3 2022OLDER
Joseph P. Lucia & Associates, LLC$280M AUM0.00%$2,00010.0KQ3 2022OLDER
IFP Advisors, Inc$4.8B AUM0.00%$52,00038.0KQ4 2022OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$911,0004.76MQ3 2022OLDER
King Wealth Management Group$800M AUM0.00%$5,00025.0KQ3 2022OLDER
Everhart Financial Group, Inc.$1.6B AUM0.00%$2,00010.0KQ3 2022OLDER
AlphaMark Advisors, LLC$231M AUM0.00%$2,000982Q2 2023
GenTrust, LLC$2.3B AUM0.00%$7,00035.0KQ3 2022OLDER
OPPENHEIMER & CO INC$8.2B AUM0.00%$19,00098.7KQ3 2022OLDER
FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM0.00%$2,00010.0KQ3 2022OLDER
Regent Peak Wealth Advisors LLC$490M AUM0.00%$1,00010.3KQ3 2022OLDER
Laird Norton Wetherby Wealth Management, LLC$2.4B AUM0.00%$4,00018.8KQ3 2022OLDER
American Research & Management Co.$362M AUM0.00%$1,0005.0KQ3 2022OLDER
Plancorp, LLC$3.5B AUM0.00%$3,00014.0KQ3 2022OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.00%$2,00010.0KQ3 2022OLDER
Cetera Investment Advisers$94.0B AUM0.00%$8,00040.0KQ3 2022OLDER
Avantax Planning Partners, Inc.$3.6B AUM0.00%$3,00015.0KQ3 2022OLDER
UBS Group AG$666.3B AUM0.00%$296,0001.55MQ3 2022OLDER
EVERETT HARRIS & CO /CA/$7.8B AUM0.00%$7,00038.0KQ3 2022OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$7,00036.8KQ3 2022OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$3,00015.1KQ3 2022OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.00%$3,00016.0KQ3 2022OLDER
American Portfolios Advisors$1.2B AUM0.00%$6681.1KQ1 2023OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$314,0001.64MQ3 2022OLDER
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$7,00038.1KQ3 2022OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$1,0006.1KQ3 2022OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$55,000290.1KQ3 2022OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$9,00047.9KQ3 2022OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$71,000368.0KQ3 2022OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$62,000326.4KQ3 2022OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$6,00029.9KQ3 2022OLDER
ACADIAN ASSET MANAGEMENT LLC$70.5B AUM0.00%$2,00015.2KQ3 2022OLDER
US BANCORP \DE\$82.4B AUM0.00%$4,00020.0KQ3 2022OLDER
Raymond James Financial Services Advisors, Inc.$75.1B AUM0.00%$3,00017.4KQ3 2022OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$15,00077.1KQ3 2022OLDER
Creative Planning$147.4B AUM0.00%$3,00014.9KQ3 2022OLDER
LPL Financial LLC$376.6B AUM0.00%$5,00025.6KQ3 2022OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$4,00020.5KQ3 2022OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$4,00023.4KQ3 2022OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$103540Q3 2022OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.