Voloridge Investment Management
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Voloridge Investment Management’s Capital Southwest CSWC Stock Holding History

Voloridge Investment Management’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08M Sell
45,257
-102,062
-69% -$2.39M ﹤0.01% 710
2026
Q1 		$3.26M Sell
147,319
-22,539
-13% -$510K 0.01% 756
2025
Q4 		$3.76M Sell
169,858
-50,509
-23% -$1.07M 0.01% 814
2025
Q3 		$4.82M Buy
220,367
+139,726
+173% +$3.18M 0.02% 758
2025
Q2 		$1.78M Buy
80,641
+14,917
+23% +$307K 0.01% 965
2025
Q1 		$1.47M Buy
+65,724
New +$1.48M 0.01% 1001

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Voloridge Investment Management's CSWC Position: Q2 2026 in Review

Voloridge Investment Management reduced its Capital Southwest (CSWC) stake by 69% in Q2 2026, selling an estimated $2.39M and leaving 45,257 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Voloridge Investment Management first reported a position in CSWC in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.82M in Q3 2025. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Voloridge Investment Management held 45,257 shares of Capital Southwest worth $1.08M as of Q2 2026.
  • Voloridge Investment Management sold 102,062 Capital Southwest shares in Q2 2026, an estimated $2.39M.
  • Capital Southwest made up ﹤0.01% of Voloridge Investment Management's portfolio in Q2 2026, its #710 holding.
  • Voloridge Investment Management first reported a position in Capital Southwest in Q1 2025 and has held it in 6 quarters since.
  • Voloridge Investment Management's Capital Southwest position peaked at $4.82M in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.