CVVNasdaqSpecial Industry Machinery, NECFiscal year ends December 31
CVD EQUIPMENT CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$3.70−0.17 (-4.39%)
Close on Oct 19, 2026
- Market cap
- $25.63M
- P/E (TTM)
- 2.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
17.8%
1M of 7M shares
Institutional holders
33
10 new, 6 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
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 |
|---|---|---|---|---|
| Leviticus Partners LP | 345,873 | 5.00% | 13G (passive) amendment | Jan 16, 2026 |
| Ada Partners Gp, LLC | 1,294,388 | 18.97% | 13D (active) | May 28, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CVV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 199,635 | 2.87% | $1.48M | −52,128 | 0.00% |
| LPL Financial LLC | 144,441 | 2.08% | $1.07M | +6,900 | 0.00% |
| Renaissance Technologies LLC | 135,748 | 1.95% | $1.01M | −45,134 | 0.00% |
| Jane Street Group, LLC | 133,877 | 1.93% | $994.71K | New | 0.00% |
| Quinn Opportunity Partners LLC | 82,544 | 1.19% | $613.30K | – | 0.03% |
| Dimensional Fund Advisors LP | 74,774 | 1.08% | $555.57K | +6,411 | 0.00% |
| Geode Capital Management, LLC | 68,446 | 0.98% | $508.68K | −2,991 | 0.00% |
| Citadel Advisors LLC | 55,939 | 0.80% | $415.63K | +24,840 | 0.00% |
| MYDA Advisors LLC | 48,187 | 0.69% | $358.03K | New | 0.05% |
| FNY Investment Advisers, LLC | 41,117 | 0.59% | $305 | New | 0.11% |
| Vanguard Fiduciary Trust Co | 35,727 | 0.51% | $265.45K | +215 | 0.00% |
| Algert Global LLC | 30,106 | 0.43% | $223.69K | New | 0.00% |
| Torno Capital, LLC | 30,000 | 0.43% | $222.90K | New | 0.01% |
| XTX Topco Ltd | 29,243 | 0.42% | $217.28K | +2,535 | 0.00% |
| Hrt Financial LP | 23,014 | 0.33% | $170 | −61,242 | 0.00% |
| State Street Corp | 21,546 | 0.31% | $160.09K | – | 0.00% |
| BlackRock, Inc. | 17,504 | 0.25% | $130.06K | New | 0.00% |
| Two Sigma Investments, LP | 15,053 | 0.22% | $111.84K | New | 0.00% |
| Kestra Advisory Services, LLC | 13,599 | 0.20% | $101.04K | New | 0.00% |
| Northern Trust Corp | 12,928 | 0.19% | $96.06K | New | 0.00% |
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 | 33 | 1M | 17.8% | 10 / 9 | 4 / 6 | 0M | 0M |
| Q1 2026 | 29 | 1M | 15.1% | 11 / 7 | 3 / 7 | 1M | 0M |
| Q4 2025 | 26 | 1M | 11.2% | 7 / 5 | 5 / 2 | 0M | 0M |
| Q3 2025 | 22 | 1M | 17.5% | 3 / 8 | 3 / 4 | 0M | 0M |
| Q2 2025 | 23 | 1M | 17.0% | 2 / 9 | 5 / 3 | 0M | 0M |
| Q1 2025 | 24 | 1M | 19.9% | 3 / 5 | 9 / 2 | 0M | 0M |
| Q4 2024 | 23 | 1M | 21.2% | 2 / 7 | 8 / 3 | 0M | 0M |
| Q3 2024 | 25 | 1M | 21.4% | 4 / 5 | 8 / 2 | 0M | 0M |
| Q2 2024 | 24 | 1M | 21.5% | 2 / 5 | 9 / 1 | 0M | 0M |
| Q1 2024 | 23 | 2M | 22.2% | 3 / 4 | 6 / 1 | 0M | 0M |
| Q4 2023 | 22 | 1M | 21.5% | 3 / 9 | 3 / 4 | 0M | 1M |
| Q3 2023 | 23 | 2M | 27.2% | 0 / 5 | 7 / 1 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CVV | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 131,791 | 1.90% | $979.21K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 64,178 | 0.92% | $476.84K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 29,057 | 0.42% | $173.18K | 0.00% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 25,326 | 0.36% | $182.60K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 16,430 | 0.24% | $122.07K | 0.01% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 12,479 | 0.18% | $74.37K | 0.00% | May 31, 2026 |
| U.S. Small Cap Portfolio | 8,212 | 0.12% | $59.21K | 0.00% | Jul 31, 2026 |
| Fidelity Series Total Market Index Fund | 7,919 | 0.11% | $47.20K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 6,633 | 0.10% | $39.53K | 0.00% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 6,411 | 0.09% | $46.22K | 0.00% | Jul 31, 2026 |
| Dimensional US Sustainability Core 1 ETF | 6,391 | 0.09% | $46.08K | 0.00% | Jul 31, 2026 |
| U.S. Vector Equity Portfolio | 5,741 | 0.08% | $41.39K | 0.00% | Jul 31, 2026 |
| Vanguard Balanced Index Fund | 3,666 | 0.05% | $27.24K | 0.00% | Jun 30, 2026 |
| Dimensional US Core Equity 1 ETF | 3,304 | 0.05% | $23.82K | 0.00% | Jul 31, 2026 |
| U.S. Social Core Equity 2 Portfolio | 3,019 | 0.04% | $21.77K | 0.00% | Jul 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 |
|---|---|---|---|---|
| Lawrence Waldman | Director | 79,146 | 1.14% | Aug 12, 2025 |
| Andrew Africk | Director, 10% owner | 2,612,003 | 37.58% | Aug 12, 2025 |
| Dr Robert M. Brill | Director | 46,546 | 0.67% | Aug 12, 2025 |
| Ashraf Wagih Lotfi | Director | 28,736 | 0.41% | Aug 12, 2025 |
| Debra Ann Wasser | Director | 28,231 | 0.41% | Aug 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ashraf Wagih Lotfi Director | Aug 8, 2025 | Award | +11,100 | – | – | 28,736 |
| Dr Robert M. Brill Director | Aug 8, 2025 | Award | +11,100 | – | – | 46,546 |
| Debra Ann Wasser Director | Aug 8, 2025 | Award | +11,100 | – | – | 28,231 |
| Andrew Africk Director, 10% owner | Aug 8, 2025 | Award | +11,100 | – | – | 1,317,615 |
| Lawrence Waldman Director | Aug 8, 2025 | Award | +11,100 | – | – | 79,146 |
| Raymond A. Nielsen – | Aug 23, 2024 | Sale | −2,000 | $3.86 | $7.72K | 41,046 |
| Raymond A. Nielsen – | Aug 21, 2024 | Sale | −2,000 | $3.78 | $7.56K | 43,046 |
| Raymond A. Nielsen – | Aug 20, 2024 | Sale | −2,000 | $3.72 | $7.44K | 46,046 |
| Raymond A. Nielsen – | Aug 20, 2024 | Sale | −1,000 | $3.66 | $3.66K | 45,046 |
| Lawrence Waldman Director | Aug 9, 2024 | Award | +11,300 | – | – | 68,046 |
| Debra Ann Wasser Director | Aug 9, 2024 | Award | +11,300 | – | – | 17,131 |
| Ashraf Wagih Lotfi Director | Aug 9, 2024 | Award | +11,300 | – | – | 17,636 |
| Dr Robert M. Brill Director | Aug 9, 2024 | Award | +11,300 | – | – | 35,446 |
| Andrew Africk Director, 10% owner | Aug 9, 2024 | Award | +11,300 | – | – | 1,306,515 |
| Andrew Africk Director, 10% owner | May 28, 2024 | Award | +827 | – | – | 1,295,215 |
| Andrew Africk 10% owner | Apr 2, 2024 | Buy | +46,306 | $5.07 | $234.77K | 1,294,388 |
| Andrew Africk 10% owner | Apr 1, 2024 | Buy | +171,248 | $4.96 | $849.39K | 1,248,082 |
| Andrew Africk 10% owner | Dec 1, 2023 | Buy | +53,551 | $4.78 | $255.97K | 1,076,834 |
| Andrew Africk 10% owner | Nov 30, 2023 | Buy | +42,659 | $4.51 | $192.39K | 1,023,283 |
| Andrew Africk 10% owner | Nov 16, 2023 | Buy | +62,000 | $5.61 | $347.82K | 980,624 |
| Andrew Africk 10% owner | Nov 15, 2023 | Buy | +85,837 | $5.51 | $472.96K | 918,624 |
| ADA Partners, L.P. 10% owner | Aug 22, 2023 | Buy | +12,195 | $7.00 | $85.37K | 832,787 |
| ADA Partners, L.P. 10% owner | Aug 21, 2023 | Buy | +11,008 | $6.94 | $76.40K | 798,885 |
| ADA Partners, L.P. 10% owner | Aug 21, 2023 | Buy | +21,707 | $6.04 | $131.11K | 820,592 |
| Dr Robert M. Brill Director | Jul 13, 2023 | Award | +5,831 | – | – | 24,531 |
| Dr Robert M. Brill Director | Jul 13, 2023 | Award | +2,915 | – | – | 18,700 |
| Lawrence Waldman Director | Jul 13, 2023 | Award | +2,915 | – | – | 50,915 |
| Lawrence Waldman Director | Jul 13, 2023 | Award | +5,831 | – | – | 56,746 |
| Raymond A. Nielsen Director | Jul 13, 2023 | Award | +2,915 | – | – | 42,215 |
| Raymond A. Nielsen Director | Jul 13, 2023 | Award | +5,831 | – | – | 48,046 |
| Conrad J. Gunther Jr Director | Jul 13, 2023 | Award | +2,915 | – | – | 87,393 |
| Andrew Africk 10% owner | Jan 9, 2023 | Buy | +22,310 | $5.97 | $133.19K | 787,877 |
| Andrew Africk 10% owner | Jan 6, 2023 | Buy | +13,500 | $5.61 | $75.74K | 765,567 |
| ADA Partners, L.P. 10% owner | Dec 6, 2022 | Buy | +4,457 | $5.94 | $26.47K | 752,067 |
| ADA Partners, L.P. 10% owner | Dec 5, 2022 | Buy | +17,300 | $5.49 | $94.98K | 747,610 |
| ADA Partners, L.P. 10% owner | Oct 28, 2022 | Buy | +8,524 | $6.09 | $51.91K | 730,310 |
| ADA Partners, L.P. 10% owner | Oct 27, 2022 | Buy | +21,948 | $5.81 | $127.52K | 721,786 |
| Andrew Africk 10% owner | Sep 23, 2022 | Buy | +14,000 | $4.60 | $64.40K | 699,838 |
| Dr Robert M. Brill Director | Aug 17, 2022 | Award | +8,000 | $5.02 | $40.16K | 15,400 |
| Lawrence Waldman Director | Aug 17, 2022 | Award | +8,000 | $5.02 | $40.16K | 48,000 |
| Raymond A. Nielsen Director | Aug 17, 2022 | Award | +8,000 | $5.02 | $40.16K | 39,300 |
| Conrad J. Gunther Jr Director | Aug 17, 2022 | Award | +8,000 | $5.02 | $40.16K | 84,478 |
| Leonard A. Rosenbaum – | Sep 22, 2021 | Sale | −1,200 | $4.50 | $5.40K | 622,941 |
| Leonard A. Rosenbaum 10% owner | Sep 22, 2021 | Sale | −1,200 | $4.50 | $5.40K | 681,817 |
| Leonard A. Rosenbaum – | Sep 17, 2021 | Sale | −2,300 | $4.50 | $10.35K | 624,141 |
| Leonard A. Rosenbaum 10% owner | Sep 17, 2021 | Sale | −2,300 | $4.50 | $10.35K | 683,017 |
| Leonard A. Rosenbaum – | Sep 16, 2021 | Sale | −23,500 | $4.51 | $105.99K | 626,441 |
| Leonard A. Rosenbaum 10% owner | Sep 16, 2021 | Sale | −23,500 | $4.51 | $105.99K | 685,317 |
| Leonard A. Rosenbaum – | Sep 15, 2021 | Sale | −20,204 | $4.53 | $91.52K | 649,941 |
| Leonard A. Rosenbaum 10% owner | Sep 15, 2021 | Sale | −20,204 | $4.53 | $91.52K | 708,817 |
| Leonard A. Rosenbaum – | Sep 10, 2021 | Sale | −403 | $4.76 | $1.92K | 670,145 |
| Leonard A. Rosenbaum 10% owner | Sep 10, 2021 | Sale | −403 | $4.76 | $1.92K | 729,021 |
| Leonard A. Rosenbaum – | Sep 9, 2021 | Sale | −100 | $4.75 | $475 | 670,548 |
| Leonard A. Rosenbaum 10% owner | Sep 9, 2021 | Sale | −100 | $4.75 | $475 | 729,424 |
| Leonard A. Rosenbaum – | Sep 8, 2021 | Sale | −300 | $4.76 | $1.43K | 670,648 |
| Leonard A. Rosenbaum 10% owner | Sep 8, 2021 | Sale | −300 | $4.76 | $1.43K | 729,524 |
| Leonard A. Rosenbaum – | Sep 7, 2021 | Sale | −5,507 | $4.78 | $26.32K | 670,948 |
| Leonard A. Rosenbaum 10% owner | Sep 7, 2021 | Sale | −5,507 | $4.78 | $26.32K | 729,824 |
| Leonard A. Rosenbaum – | Sep 3, 2021 | Sale | −1,900 | $4.76 | $9.04K | 676,455 |
| Leonard A. Rosenbaum 10% owner | Sep 3, 2021 | Sale | −1,900 | $4.76 | $9.04K | 735,331 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.