CLPTNasdaqSurgical & Medical Instruments & ApparatusFiscal year ends December 31
ClearPoint Neuro, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$9.17+0.10 (+1.10%)
Close on Oct 19, 2026
- Market cap
- $276.63M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
45.6%
14M of 31M shares
Institutional holders
129
23 new, 11 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 9 sales
Net sold $2.47M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| MAK Capital Fund LP | 2,375,861 | 7.80% | 13G (passive) amendment | Jun 30, 2026 |
| Bigger Michael | 2,272,980 | 7.45% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 2,118,912 | 7.10% | 13G (passive) amendment | Jun 30, 2026 |
| Michael Bigger | 2,045,921 | 7.40% | 13G (passive) amendment | Sep 30, 2024 |
| Kaufman Michael A | 1,901,489 | 6.30% | 13G (passive) amendment | Mar 31, 2026 |
| Mak Capital One LLC | 1,729,611 | 6.10% | 13G (passive) | Mar 10, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CLPT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,379,804 | 7.80% | $42.46M | +297,054 | 0.00% |
| Mak Capital One LLC | 2,375,861 | 7.79% | $42.39M | +474,372 | 5.94% |
| Vanguard Capital Management LLC | 1,232,807 | 4.04% | $21.99M | −10,808 | 0.00% |
| State Street Corp | 816,547 | 2.68% | $14.57M | +136,728 | 0.00% |
| Geode Capital Management, LLC | 749,932 | 2.46% | $13.38M | +44,212 | 0.00% |
| Lane Generational LLC | 444,831 | 1.46% | $7.94M | −42,018 | 6.97% |
| UBS Group AG | 428,632 | 1.41% | $7.65M | −3,728 | 0.00% |
| Millennium Management LLC | 357,676 | 1.17% | $6.38M | +125,702 | 0.00% |
| Brown Advisory Inc | 325,906 | 1.07% | $5.81M | – | 0.01% |
| Compass Financial Management LLC | 295,680 | 0.97% | $5.27M | New | 0.64% |
| Susquehanna International Group, Llp | 240,282 | 0.79% | $4.29M | +103,998 | 0.00% |
| Northern Trust Corp | 230,986 | 0.76% | $4.12M | +21,560 | 0.00% |
| Pier Capital, LLC | 222,761 | 0.73% | $3.97M | New | 0.53% |
| Vanguard Fiduciary Trust Co | 213,246 | 0.70% | $3.80M | +7,491 | 0.00% |
| Vanguard Portfolio Management LLC | 194,584 | 0.64% | $3.47M | −90,225 | 0.00% |
| Tudor Investment Corp Et Al | 173,759 | 0.57% | $3.10M | +16,788 | 0.00% |
| Morgan Stanley | 165,786 | 0.54% | $2.96M | +35,914 | 0.00% |
| Two Sigma Investments, LP | 154,851 | 0.51% | $2.76M | −55,929 | 0.00% |
| Bank of New York Mellon Corp | 151,767 | 0.50% | $2.71M | +8,020 | 0.00% |
| Parsons Capital Management Inc/Ri | 148,976 | 0.49% | $2.66M | −194 | 0.12% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 129 | 14M | 45.6% | 23 / 46 | 30 / 11 | 2M | 2M |
| Q1 2026 | 118 | 13M | 42.6% | 28 / 43 | 20 / 25 | 5M | 2M |
| Q4 2025 | 118 | 11M | 37.1% | 26 / 31 | 34 / 14 | 3M | 2M |
| Q3 2025 | 107 | 10M | 32.8% | 26 / 30 | 27 / 15 | 2M | 2M |
| Q2 2025 | 96 | 9M | 30.0% | 27 / 36 | 16 / 31 | 4M | 2M |
| Q1 2025 | 101 | 8M | 26.9% | 23 / 29 | 31 / 11 | 2M | 1M |
| Q4 2024 | 89 | 8M | 24.9% | 22 / 24 | 18 / 11 | 2M | 1M |
| Q3 2024 | 78 | 7M | 22.4% | 15 / 20 | 21 / 22 | 2M | 1M |
| Q2 2024 | 86 | 7M | 23.1% | 22 / 19 | 21 / 17 | 2M | 3M |
| Q1 2024 | 81 | 8M | 25.8% | 17 / 23 | 20 / 7 | 2M | 0M |
| Q4 2023 | 71 | 6M | 21.3% | 14 / 19 | 17 / 6 | 1M | 0M |
| Q3 2023 | 63 | 6M | 19.5% | 12 / 16 | 12 / 8 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CLPT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 853,804 | 2.80% | $15.23M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 736,857 | 2.42% | $13.15M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 351,978 | 1.15% | $6.28M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 308,608 | 1.01% | $4.61M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 264,730 | 0.87% | $4.72M | 0.03% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 154,615 | 0.51% | $1.96M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 142,244 | 0.47% | $1.80M | 0.01% | May 31, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 122,955 | 0.40% | $2.19M | 0.08% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 94,770 | 0.31% | $1.69M | 0.11% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF | 90,078 | 0.30% | $1.61M | 1.06% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 68,597 | 0.22% | $1.02M | 0.01% | Jul 31, 2026 |
| DWS Global Small Cap Fund | 59,542 | 0.20% | $889.56K | 0.44% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 53,803 | 0.18% | $681.68K | 0.00% | May 31, 2026 |
| Master Small Cap Index Series | 52,695 | 0.17% | $940.08K | 0.02% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 45,291 | 0.15% | $573.84K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Joseph Burnett | CEO and President, Director | 322,108 | 1.06% | Sep 3, 2026 |
| L. Jeremy Stigall | Chief Business Officer | 110,263 | 0.36% | Jul 2, 2026 |
| Danilo D'Alessandro | Chief Financial Officer | 103,769 | 0.34% | Jul 2, 2026 |
| Mazin Sabra | Chief Operating Officer | 67,343 | 0.22% | Mar 16, 2026 |
| R. John Fletcher | Director | 131,011 | 0.43% | Jul 6, 2026 |
| Timothy T. Richards | Director | 87,544 | 0.29% | Jul 6, 2026 |
| Matthew B. Klein | Director | 46,935 | 0.15% | May 26, 2026 |
| Linda M. Liau | Director | 64,801 | 0.21% | May 26, 2026 |
| B. Kristine Johnson | Director | 71,116 | 0.23% | May 26, 2026 |
| Lynnette C. Fallon | Director | 48,227 | 0.16% | May 26, 2026 |
| Pascal E. R. Girin | Director | 110,623 | 0.36% | May 21, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph Burnett CEO and President, Director | Sep 2, 2026 | Option exercise | +12,517 | $3.47 | $43.43K | 130,720 |
| Timothy T. Richards Director | Jul 1, 2026 | Award | +222 | $17.84 | $3.96K | 87,544 |
| R. John Fletcher Director | Jul 1, 2026 | Award | +662 | $17.84 | $11.81K | 131,011 |
| Joseph Burnett CEO and President, Director | Jun 30, 2026 | Award | +1,361 | $11.93 | $16.24K | 118,203 |
| L. Jeremy Stigall Chief Business Officer | Jun 30, 2026 | Award | +1,781 | $11.93 | $21.25K | 110,263 |
| Danilo D'Alessandro Chief Financial Officer | Jun 30, 2026 | Award | +1,085 | $11.93 | $12.94K | 103,769 |
| Joseph Burnett CEO and President, Director | Jun 29, 2026 | Sale(10b5-1 plan) | −20,000 | $19.38 | $387.60K | 116,842 |
| Joseph Burnett CEO and President, Director | Jun 29, 2026 | Option exercise | +20,000 | $2.50 | $50.00K | 136,842 |
| Joseph Burnett CEO and President, Director | Jun 17, 2026 | Option exercise | +60,000 | $2.50 | $150.00K | 176,842 |
| Joseph Burnett CEO and President, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −60,000 | $17.79 | $1.07M | 116,842 |
| Joseph Burnett CEO and President, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −1,843 | $17.94 | $33.06K | 191,388 |
| Timothy T. Richards Director | Jun 4, 2026 | Option exercise | +500 | $10.00 | $5.00K | 87,698 |
| Timothy T. Richards Director | Jun 4, 2026 | Tax withholding | −376 | $13.30 | $5.00K | 87,322 |
| Timothy T. Richards Director | Jun 1, 2026 | Sale | −5,415 | $12.17 | $65.90K | 87,198 |
| Matthew B. Klein Director | May 21, 2026 | Sale | −16,000 | $11.59 | $185.44K | 46,935 |
| Lynnette C. Fallon Director | May 20, 2026 | Sale(10b5-1 plan) | −5,091 | $11.14 | $56.71K | 48,227 |
| R. John Fletcher Director | May 19, 2026 | Option exercise | +12,417 | – | – | 130,349 |
| Matthew B. Klein Director | May 19, 2026 | Option exercise | +12,417 | – | – | 62,935 |
| Timothy T. Richards Director | May 19, 2026 | Option exercise | +12,417 | – | – | 92,613 |
| Lynnette C. Fallon Director | May 19, 2026 | Option exercise | +12,417 | – | – | 53,318 |
| Pascal E. R. Girin Director | May 19, 2026 | Option exercise | +12,417 | – | – | 110,623 |
| Linda M. Liau Director | May 19, 2026 | Option exercise | +12,417 | – | – | 64,801 |
| B. Kristine Johnson Director | May 19, 2026 | Option exercise | +12,417 | – | – | 71,116 |
| Timothy T. Richards Director | Apr 1, 2026 | Award | +442 | $9.10 | $4.02K | 80,196 |
| R. John Fletcher Director | Apr 1, 2026 | Award | +1,270 | $9.10 | $11.56K | 117,932 |
| Pascal E. R. Girin Director | Apr 1, 2026 | Award | +755 | $9.10 | $6.87K | 98,206 |
| Joseph Burnett CEO and President, Director | Mar 19, 2026 | Option exercise | +20,942 | $3.24 | $67.85K | 116,842 |
| Mazin Sabra Chief Operating Officer | Mar 12, 2026 | Tax withholding | −13,281 | $11.53 | $153.13K | 67,343 |
| Mazin Sabra Chief Operating Officer | Mar 12, 2026 | Option exercise | +26,101 | – | – | 80,624 |
| Danilo D'Alessandro Chief Financial Officer | Mar 12, 2026 | Option exercise | +32,627 | – | – | 119,285 |
| Danilo D'Alessandro Chief Financial Officer | Mar 12, 2026 | Tax withholding | −16,601 | $11.53 | $191.41K | 102,684 |
| Joseph Burnett CEO and President, Director | Mar 12, 2026 | Tax withholding | −43,161 | $11.53 | $497.65K | 95,900 |
| Joseph Burnett CEO and President, Director | Mar 12, 2026 | Option exercise | +84,829 | – | – | 139,061 |
| L. Jeremy Stigall Chief Business Officer | Mar 12, 2026 | Option exercise | +30,995 | – | – | 123,633 |
| L. Jeremy Stigall Chief Business Officer | Mar 12, 2026 | Tax withholding | −15,151 | $11.53 | $174.69K | 108,482 |
| L. Jeremy Stigall Chief Business Officer | Mar 11, 2026 | Tax withholding | −3,224 | $11.62 | $37.46K | 92,638 |
| L. Jeremy Stigall Chief Business Officer | Mar 11, 2026 | Option exercise | +8,291 | – | – | 95,862 |
| Danilo D'Alessandro Chief Financial Officer | Mar 11, 2026 | Tax withholding | −2,109 | $11.62 | $24.51K | 86,658 |
| Danilo D'Alessandro Chief Financial Officer | Mar 11, 2026 | Option exercise | +4,145 | – | – | 88,767 |
| Joseph Burnett CEO and President, Director | Mar 6, 2026 | Tax withholding | −22,709 | $10.00 | $227.09K | 54,232 |
| Joseph Burnett CEO and President, Director | Mar 6, 2026 | Option exercise | +47,407 | – | – | 76,941 |
| L. Jeremy Stigall Chief Business Officer | Mar 6, 2026 | Option exercise | +17,778 | – | – | 94,484 |
| L. Jeremy Stigall Chief Business Officer | Mar 6, 2026 | Tax withholding | −6,913 | $10.00 | $69.13K | 87,571 |
| Danilo D'Alessandro Chief Financial Officer | Mar 6, 2026 | Tax withholding | −9,548 | $10.00 | $95.48K | 84,622 |
| Danilo D'Alessandro Chief Financial Officer | Mar 6, 2026 | Option exercise | +18,765 | – | – | 94,170 |
| Mazin Sabra Chief Operating Officer | Mar 6, 2026 | Tax withholding | −7,036 | $10.00 | $70.36K | 54,523 |
| Mazin Sabra Chief Operating Officer | Mar 6, 2026 | Option exercise | +13,827 | – | – | 61,559 |
| Joseph Burnett CEO and President, Director | Mar 3, 2026 | Tax withholding | −9,533 | $8.84 | $84.27K | 29,534 |
| Joseph Burnett CEO and President, Director | Mar 3, 2026 | Option exercise | +26,568 | – | – | 39,067 |
| Danilo D'Alessandro Chief Financial Officer | Mar 3, 2026 | Option exercise | +10,332 | – | – | 80,662 |
| Danilo D'Alessandro Chief Financial Officer | Mar 3, 2026 | Tax withholding | −5,257 | $8.84 | $46.47K | 75,405 |
| L. Jeremy Stigall Chief Business Officer | Mar 3, 2026 | Tax withholding | −4,506 | $8.84 | $39.83K | 76,706 |
| L. Jeremy Stigall Chief Business Officer | Mar 3, 2026 | Option exercise | +8,856 | – | – | 81,212 |
| Mazin Sabra Chief Operating Officer | Mar 3, 2026 | Tax withholding | −3,380 | $8.84 | $29.88K | 47,732 |
| Mazin Sabra Chief Operating Officer | Mar 3, 2026 | Option exercise | +6,642 | – | – | 51,112 |
| Joseph Burnett CEO and President, Director | Feb 25, 2026 | Sale(10b5-1 plan) | −19,951 | $15.17 | $302.66K | 193,231 |
| Joseph Burnett CEO and President, Director | Jan 26, 2026 | Sale(10b5-1 plan) | −2,943 | $15.57 | $45.82K | 214,116 |
| Joseph Burnett CEO and President, Director | Jan 9, 2026 | Option exercise | +20,000 | $2.50 | $50.00K | 31,565 |
| Joseph Burnett CEO and President, Director | Jan 9, 2026 | Sale(10b5-1 plan) | −20,000 | $16.12 | $322.40K | 11,565 |
| Pascal E. R. Girin Director | Jan 2, 2026 | Award | +502 | $13.68 | $6.87K | 97,451 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Burnett Joseph Director, Officer | Jun 29, 2026 | 20,000 | $369.60K | Jun 29, 2026 | Exercise of Stock Options |
| Burnett Joseph Director, Officer | Jun 17, 2026 | 60,000 | $800.40K | Jun 17, 2026 | Exercise of Stock Options |
| M. Burnett Trust Joseph Affiliate of Director | Jun 17, 2026 | 1,843 | $24.59K | Jun 17, 2026 | Previously vested RSU |
| Richards Timothy Director | Jun 1, 2026 | 5,145 | $62.61K | Jun 1, 2026 | Restricted stock vesting under a registered plan |
| E. Girin Pascal Director | May 29, 2026 | 66,679 | $836.45K | May 29, 2026 | Stock Option Exercise |
| B. Klein Matthew Director | May 21, 2026 | 16,000 | $185.39K | May 21, 2026 | Restricted stock vesting under a registered plan |
| C. Fallon Lynnette Director | May 20, 2026 | 5,091 | $56.87K | May 20, 2026 | Restricted Stock Units |
| M. Burnett Trust Joseph Affiliate of Director | Feb 25, 2026 | 21,794 | $317.10K | Feb 25, 2026 | Previously vested RSA |
| Joseph Burnett Officer, Director | Feb 20, 2026 | 20,000 | $306.20K | Jan 9, 2026 | Employee Stock Purchase Plan |
| M. Burnett Trust Joseph Affiliate of Director | Jan 26, 2026 | 2,943 | $46.15K | Jan 26, 2026 | Restricted Stock Units |
| M. Burnett Joseph Director, Officer | Jan 9, 2026 | 20,000 | $306.20K | Jan 9, 2026 | Exercise of Stock Options |
| M. Burnett Trust Joseph Affiliate of Director | Oct 10, 2025 | 26,463 | $766.37K | Oct 10, 2025 | Employee Stock Purchase Plan |
| Richards Timothy Director | Jun 10, 2025 | 10,000 | $132.84K | Jun 10, 2025 | Restricted stock vesting under a registered plan |
| M. Burnett Trust Joseph Officer, Director | Jun 9, 2025 | 21,247 | $282.36K | Jun 9, 2025 | Restricted stock vesting under a registered plan |
| Fallon Lynnette Director | Jun 3, 2025 | 10,200 | $128.23K | Jun 3, 2025 | Restricted stock vesting under a registered plan |