Cardio Diagnostics Holdings, Inc. (CDIOW) shareholders
Close on Oct 30, 2026Market cap $4.94MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CDIOW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 199,839 | – | $3.00K | – | 0.00% |
| Clear Street Group Inc. | 82,342 | – | $1.50K | – | 0.00% |
| Context Capital Management, LLC | 81,500 | – | $1.22K | – | 0.00% |
| D. E. Shaw & Co., Inc. | 74,822 | – | $1.36K | – | 0.00% |
| Boothbay Fund Management, LLC | 60,540 | – | $132.58K | – | 0.00% |
| Virtu Financial LLC | 21,279 | – | $0 | −9,509 | 0.00% |
| UBS Group AG | 5,561 | – | $67 | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 7 | 1M | 0 / 0 | 1 / 0 | 0M | 0M |
| Q1 2026 | 7 | 1M | 1 / 1 | 1 / 0 | 0M | 0M |
| Q4 2025 | 6 | 1M | 0 / 1 | 1 / 3 | 0M | 0M |
| Q3 2025 | 10 | 1M | 1 / 1 | 3 / 0 | 0M | 0M |
| Q2 2025 | 10 | 1M | 3 / 1 | 1 / 0 | 0M | 0M |
| Q1 2025 | 7 | 1M | 1 / 6 | 0 / 0 | 1M | 0M |
| Q4 2024 | 6 | 0M | 0 / 0 | 1 / 4 | 0M | 0M |
| Q3 2024 | 10 | 0M | 2 / 0 | 1 / 1 | 0M | 0M |
| Q2 2024 | 9 | 0M | 0 / 1 | 2 / 3 | 0M | 0M |
| Q1 2024 | 12 | 0M | 1 / 4 | 0 / 2 | 0M | 0M |
| Q4 2023 | 13 | 0M | 1 / 4 | 2 / 1 | 0M | 0M |
| Q3 2023 | 13 | 0M | 1 / 0 | 0 / 1 | 0M | 0M |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| James Intrater | Director | 71,596 | Jul 2, 2026 |
| Peter K. Fung | Director | – | Jul 2, 2026 |
| Wendy J. Betts | Director | – | Jul 2, 2026 |
| Paul Frederick Burton | Director | 8,803 | Jul 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Timur Dogan Chief Technology Officer | Sep 6, 2024 | Buy | +68,965 | $0.29 | $20.00K | 197,310 |
| Meeshanthini Dogan Chief Executive Officer, Director | Sep 6, 2024 | Buy | +68,965 | $0.29 | $20.00K | 1,655,429 |
| Meeshanthini Dogan Chief Executive Officer, Director | Sep 6, 2024 | Buy | +68,965 | $0.29 | $20.00K | 1,655,429 |
| Timur Dogan Chief Technology Officer | Sep 6, 2024 | Buy | +68,965 | $0.29 | $20.00K | 197,310 |
| Robert Philibert Chief Medical Officer, Director | Sep 6, 2024 | Buy | +7,460 | $0.28 | $2.09K | 1,683,867 |
| Robert Philibert Chief Medical Officer, Director | Sep 6, 2024 | Buy | +26,615 | $0.29 | $7.72K | 1,676,407 |
| Meeshanthini Dogan Chief Technology Officer | Sep 6, 2024 | Buy | +68,965 | $0.29 | $20.00K | 197,310 |
| Meeshanthini Dogan Chief Executive Officer, Director | Sep 6, 2024 | Buy | +68,965 | $0.29 | $20.00K | 1,683,867 |
| Oded Levy Director | Mar 31, 2024 | Option exercise | +8,803 | $1.42 | $12.50K | 71,596 |
| James Intrater Director | Mar 31, 2024 | Option exercise | +8,803 | $1.42 | $12.50K | 71,596 |
| Stanley K. Lau Director | Mar 31, 2024 | Option exercise | +8,803 | $1.42 | $12.50K | 100,325 |
| Paul Frederick Burton Director | Mar 31, 2024 | Option exercise | +8,803 | $1.42 | $12.50K | 8,803 |
| Stanley K. Lau Director | Jan 31, 2024 | Option exercise | +917 | $2.18 | $2.00K | 91,522 |
| Oded Levy Director | Dec 31, 2023 | Option exercise | +5,020 | $2.49 | $12.50K | 62,793 |
| Stanley K. Lau Director | Dec 31, 2023 | Option exercise | +5,020 | $2.49 | $12.50K | 90,605 |
| Stanley K. Lau Director | Dec 31, 2023 | Option exercise | +1,606 | $2.49 | $4.00K | 85,585 |
| James Intrater Director | Dec 31, 2023 | Option exercise | +5,020 | $2.49 | $12.50K | 62,793 |
| Brandon Sim Director | Dec 31, 2023 | Option exercise | +5,020 | $2.49 | $12.50K | 62,793 |
| Oded Levy Director | Dec 31, 2023 | Option exercise | +5,020 | $2.49 | $12.50K | 62,793 |
| Stanley K. Lau Director | Oct 31, 2023 | Option exercise | +6,631 | $0.30 | $1.99K | 83,979 |
| Oded Levy Director | Sep 30, 2023 | Option exercise | +36,765 | $0.34 | $12.50K | 57,773 |
| Stanley K. Lau Director | Sep 30, 2023 | Option exercise | +36,765 | $0.34 | $12.50K | 77,348 |
| Stanley K. Lau Director | Sep 30, 2023 | Option exercise | +5,882 | $0.34 | $2.00K | 40,583 |
| Brandon Sim Director | Sep 30, 2023 | Option exercise | +36,765 | $0.34 | $12.50K | 57,773 |
| James Intrater Director | Sep 30, 2023 | Option exercise | +36,765 | $0.34 | $12.50K | 57,773 |
| Oded Levy Director | Sep 30, 2023 | Option exercise | +36,765 | $0.34 | $12.50K | 57,773 |
| James Intrater Director | Sep 30, 2023 | Option exercise | +36,765 | $0.34 | $12.50K | 57,773 |
| Brandon Sim Director | Sep 30, 2023 | Option exercise | +36,765 | $0.34 | $12.50K | 57,773 |
| Stanley K. Lau Director | Aug 31, 2023 | Option exercise | +3,637 | $0.55 | $2.00K | 34,701 |
| Meeshanthini Dogan Chief Executive Officer, Director, 10% owner | Aug 31, 2023 | Buy | +16,481 | $0.55 | $9.06K | 128,345 |
| Timur Dogan Chief Technology Officer | Aug 31, 2023 | Buy | +16,481 | $0.55 | $9.06K | 128,345 |
| Robert Philibert Chief Medical Officer, Director, 10% owner | Aug 28, 2023 | Buy | +100 | $0.57 | $57 | 1,649,792 |
| Robert Philibert Chief Medical Officer, Director, 10% owner | Aug 28, 2023 | Buy | +17,900 | $0.60 | $10.74K | 1,649,692 |
| Meeshanthini Dogan Chief Executive Officer, Director, 10% owner | Aug 25, 2023 | Buy | +1,770 | $0.56 | $991 | 111,864 |
| Timur Dogan Chief Technology Officer | Aug 25, 2023 | Buy | +1,770 | $0.56 | $991 | 111,864 |
| Robert Philibert Chief Medical Officer, Director, 10% owner | Aug 24, 2023 | Buy | +16,000 | $0.60 | $9.60K | 1,631,792 |
| Stanley K. Lau Director | Jul 31, 2023 | Option exercise | +1,653 | $1.21 | $2.00K | 31,064 |
| Stanley K. Lau Director | Jul 1, 2023 | Option exercise | +8,403 | $1.19 | $10.00K | 29,411 |
| Brandon Sim Director | Jun 30, 2023 | Option exercise | +21,008 | $1.19 | $25.00K | 21,008 |
| Stanley K. Lau Director | Jun 30, 2023 | Option exercise | +21,008 | $1.19 | $25.00K | 21,008 |
| Oded Levy Director | Jun 30, 2023 | Option exercise | +21,008 | $1.19 | $25.00K | 21,008 |
| James Intrater Director | Jun 30, 2023 | Option exercise | +21,008 | $1.19 | $25.00K | 21,208 |
| Capital LLC Mana 10% owner | Oct 25, 2022 | Other | −1,565,000 | – | – | 0 |
| Capital LLC Mana 10% owner | Nov 30, 2021 | Other | +75,000 | – | – | 1,565,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Cardio Diagnostics's stock actually held short. Settlement fails (shares not delivered on time) peaked at 11 shares on Sep 24, 2026 over the last 90 days.