Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Capital Impact Advisors LLC
  City: BOSTON
  State: MA
  Zip: 02210
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $76,102,000
  Total Value Change : $16,248,000
  Securities Held Change : -17
   
All Securities Held : 92
  New Positions : 12
  Closed Positions : 33
  Increased Positions : 35
  Unchanged Positions : 34
  Decreased Positions : 11

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AFRM)1 Year Chart         AFRM Affirm Holdings, Inc. 1 New $0.00 $2,308,000 46,969 3.03% 2,308,000 46,969 0.021    N/A
   (TOST)1 Year Chart         TOST Toast, Inc. 2 New $22.74 $2,192,000 120,029 2.88% 2,192,000 120,029 0.037    N/A
   (BILL)1 Year Chart         BILL Bill.com Holdings, Inc. 3 New $56.58 $2,066,000 25,325 2.71% 2,066,000 25,325 0.024    N/A
   (PATH)1 Year Chart         PATH Uipath, Inc. 18 New $19.48 $1,070,000 43,091 1.41% 1,070,000 43,091 0.01    N/A
   (ETSY)1 Year Chart         ETSY Etsy Inc 20 New $59.97 $1,035,000 12,768 1.36% 1,035,000 12,768 0.01    N/A
   (W)1 Year Chart         W Wayfair Inc. 31 New $63.59 $930,000 15,069 1.22% 930,000 15,069 0.015    N/A
   (RH)1 Year Chart         RH Restoration Hardware Holdin... 34 New $275.05 $907,000 3,113 1.19% 907,000 3,113 0.013    Home Furnishing Stores
   (CHWY)1 Year Chart         CHWY Chewy, Inc. 39 New $15.91 $839,000 35,495 1.1% 839,000 35,495 0.008    N/A
   (ACHR)1 Year Chart         ACHR Atlas Crest Investment Ord ... 50 New $3.96 $780,000 126,984 1.02% 780,000 126,984 0.025    N/A
   (KYMR)1 Year Chart         KYMR Kymera Therapeutics, Inc. 63 New $0.00 $608,000 23,889 0.8% 608,000 23,889 0.04    N/A
   (ML)1 Year Chart         ML Moneylion Ord Shs Class A 77 New $71.06 $465,000 7,413 0.61% 465,000 7,413 0.003    N/A
   (UP)1 Year Chart         UP Wheels Up Experience Ord Sh... 88 New $2.40 $274,000 79,930 0.36% 274,000 79,930 0.033    N/A

      12 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results