13F Filings History of Capital Impact Advisors, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$1,278,137,960
Signature - Title
Joel Shulman - President
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Capital Impact Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Capital Impact Advisors, LLC reported 30 stock holdings with total value $1,278,137,960 as of Q4 2025. Top holdings included NVDA, META, CART, AFRM, and PATH.

Notify me when Capital Impact Advisors, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 30 $1,278,137,960 +$914,165,790 -$49,927,623 +$864,238,167 NVDA, META, CART, AFRM, PATH 13F-HR 17 Feb 2026, 12:30
Q3 2025 30 $447,114,062 +$156,322,080 -$83,014,229 +$73,307,851 NVDA, APP, META, ORCL, ANET 13F-HR 14 Nov 2025, 14:27
Q2 2025 30 $332,161,241 +$52,497,528 -$39,351,609 +$13,145,919 NVDA, ORCL, META, HOOD, NFLX 13F-HR 18 Aug 2025, 17:25
Q1 2025 30 $260,986,407 +$260,986,407 -$3,162,233 +$257,824,174 GOOGL, META, NVDA, ORCL, DASH 13F-HR 20 May 2025, 14:52
Q3 2024 1 $3,162,233 +$3,162,233 -$35,531,033 -$32,368,800 XOVR 13F-HR 14 Nov 2024, 16:14
Q2 2024 53 $35,531,033 +$11,157,835 -$51,833,466 -$40,675,631 SMCI, GMED, PEGA, TOST, TWST 13F-HR 16 Aug 2024, 11:53
Q1 2024 92 $76,948,327 +$18,373,913 -$19,180,830 -$806,917 SMCI, HOOD, TOST, PI, PEGA 13F-HR 15 May 2024, 13:13
Q4 2023 92 $76,105,099 +$29,639,694 -$20,111,135 +$9,528,559 AFRM, TOST, BILL, UPST, TWST 13F-HR 14 Feb 2024, 11:52
Q3 2023 109 $59,851,000 +$11,254,167 -$36,276,438 -$25,022,271 FSLY, SMCI, APPF, ELF, RCM 13F-HR 14 Nov 2023, 17:51
Q2 2023 174 $90,897,616 +$10,182,913 -$7,888,857 +$2,294,056 ALTR, SMCI, ELF, MTCH, CSV 13F-HR 14 Aug 2023, 15:31
Q1 2023 177 $81,508,417 +$10,388,098 -$37,147,888 -$26,759,790 ALTR, AAON, SWAV, TENB, SMCI 13F-HR 23 May 2023, 15:47
Q4 2022 236 $102,342,251 +$7,947,178 -$5,239,663 +$2,707,515 GMED, GOOGL, ZYXI, AAPL, ARWR 13F-HR 14 Feb 2023, 20:11
Q3 2022 237 $75,320,000 +$6,102,586 -$14,483,401 -$8,380,815 GOOGL, GMED, SWAV, ENSG, MSFT 13F-HR 21 Nov 2022, 17:46
Q2 2022 226 $108,211,000 +$23,332,384 -$23,789,461 -$457,077 GOOGL, META, MSFT, OMCL, ELF 13F-HR 15 Aug 2022, 18:04
Q1 2022 187 $137,512,000 +$74,475,744 -$64,997,068 +$9,478,676 META, MSFT, NVDA, AAPL, OMCL 13F-HR 16 May 2022, 15:50
Q4 2021 97 $143,376,000 +$47,930,407 -$164,068,285 -$116,137,878 AAPL, MSFT, META, GOOGL, AMZN 13F-HR 14 Feb 2022, 15:31
Q3 2021 122 $252,332,000 +$44,663,968 -$88,278,136 -$43,614,168 GOOGL, STLD, LOB, NTRA, SNPS 13F-HR 15 Nov 2021, 17:03
Q2 2021 127 $309,891,000 +$130,541,126 -$127,591,025 +$2,950,101 GRWG, FVRR, CRSP, TWST, TWLO 13F-HR 16 Aug 2021, 17:44
Q1 2021 109 $285,627,000 +$146,948,373 -$262,471,017 -$115,522,644 OMC, SCI, GOOGL, CLLS, SF 13F-HR 17 May 2021, 21:18
Q4 2020 102 $402,594,000 +$114,571,804 -$126,269,756 -$11,697,952 TWST, NTLA, NVTAQ, EXAS, ROKU 13F-HR 12 Feb 2021, 17:15
Q3 2020 109 $334,541,000 +$109,465,874 -$94,287,570 +$15,178,304 AMZN, GOOGL, NVTAQ, META, ZG 13F-HR 13 Nov 2020, 14:47
Q2 2020 114 $299,421,000 +$78,007,562 -$96,413,861 -$18,406,299 GOOGL, AMZN, META, ARWR, NFLX 13F-HR 17 Aug 2020, 15:35
Q1 2020 107 $238,112,000 +$40,094,774 -$52,981,027 -$12,886,253 AMZN, GOOGL, BOX, META, MASI 13F-HR 15 May 2020, 15:01
Q4 2019 115 $284,111,000 +$19,010,493 -$21,234,537 -$2,224,044 AMZN, META, AAPL, GOOGL, MSFT 13F-HR 13 Feb 2020, 10:55
Q3 2019 119 $262,453,000 +$46,278,402 -$45,219,578 +$1,058,824 AMZN, META, GOOGL, MSFT, AAPL 13F-HR 14 Nov 2019, 15:00
Q2 2019 125 $272,914,000 +$26,380,720 -$19,906,283 +$6,474,437 AMZN, GOOGL, META, NFLX, VEEV 13F-HR 19 Jul 2019, 12:00
Q1 2019 121 $141,541,000 $0 $0 $0 AMZN, GOOGL, CRM, AAPL, UNH 13F-HR 17 Apr 2019, 11:50
Q4 2018 125 $234,068,000 +$14,587,625 -$8,690,766 +$5,896,859 AMZN, GOOGL, META, NFLX, CRM 13F-HR 08 Mar 2019, 14:51
Q3 2018 124 $291,540,000 +$9,579,454 -$10,041,381 -$461,927 AMZN, GOOGL, NFLX, META, AAPL 13F-HR 18 Oct 2018, 18:12
Q2 2018 124 $270,422,000 +$20,513,330 -$22,596,809 -$2,083,479 AMZN, GOOGL, META, NFLX, NVDA 13F-HR 25 Jul 2018, 11:27
Q1 2018 126 $243,202,000 +$65,394,978 -$62,590,692 +$2,804,286 AMZN, GOOGL, META, NFLX, NVDA 13F-HR 11 Apr 2018, 14:33
Q4 2017 138 $231,548,000 +$6,501,167 -$8,720,000 -$2,218,833 AMZN, GOOGL, META, STLD, AAPL 13F-HR 16 Jan 2018, 16:26
Q3 2017 141 $223,909,000 +$41,080,783 -$49,778,800 -$8,698,017 GOOGL, META, AMZN, STLD, AAPL 13F-HR 16 Jan 2018, 16:24
Q2 2017 150 $219,668,000 +$92,665 -$49,610,732 -$49,518,067 AMZN, META, GOOG, GOOGL, WFM 13F-HR 18 Jul 2017, 17:05
Q1 2017 158 $250,989,000 +$107,729,443 -$109,603,194 -$1,873,751 META, AMZN, SSNC, GOOG, GOOGL 13F-HR 19 Apr 2017, 10:30
Q4 2016 218 $241,224,000 +$3,993,333 -$4,694,000 -$700,667 UTHR, GOOG, NVDA, AMZN, META 13F-HR 13 Feb 2017, 12:13
Q3 2016 219 $231,537,000 +$7,079,518 -$2,541,532 +$4,537,986 UTHR, GOOG, AMZN, META, AAPL 13F-HR 06 Oct 2016, 14:49
Q2 2016 219 $213,641,000 +$35,201,722 -$35,196,949 +$4,773 GOOG, UTHR, AMZN, META, AAPL 13F-HR 12 Aug 2016, 17:33
Q1 2016 220 $209,542,000 +$54,341,606 -$52,884,458 +$1,457,148 ITC, JAZZ, GOOG, IPGP, FDX 13F-HR 13 Apr 2016, 09:46
Q4 2015 252 $209,249,000 +$51,177,309 -$47,245,035 +$3,932,274 ITC, COST, GILD, FDX, AFL 13F-HR 11 Jan 2016, 17:27
Q3 2015 260 $196,921,000 +$11,896,579 -$10,504,999 +$1,391,580 LB, NVDA, UHS, AKAM, AFL 13F-HR 07 Oct 2015, 14:11
Q2 2015 265 $220,375,000 +$4,758,634 -$4,258,848 +$499,786 AFL, UHS, GILD, DVA, BFB Restatement 10 Jul 2015, 15:39
Q1 2015 265 $219,103,000 +$143,160,457 -$149,422,450 -$6,261,993 AFL, L, ITC, DVA, KMI 13F-HR 29 May 2015, 16:17
Q4 2014 220 $212,272,000 +$21,696,786 -$15,016,669 +$6,680,117 HAIN, UTHR, TRIP, ITC, REGN 13F-HR 25 Feb 2015, 11:42
Q3 2014 220 $201,934,667 +$77,930,170 -$4,300,829 +$73,629,341 UTHR, HAIN, COF, ALXN, STLD 13F-HR 14 Nov 2014, 13:31
Q2 2014 220 $132,713,000 +$43,026,160 -$36,739,864 +$6,286,296 HCRSQ, MYGN, RLJ, PRXL, ALXN 13F-HR 11 Aug 2014, 15:21
Q1 2014 92 $124,041,000 +$1,272,667 -$321,000 +$951,667 MYGN, HCRSQ, PRXL, JAZZ, ALXN 13F-HR 14 May 2014, 15:13
Q4 2013 93 $124,454,000 $0 $0 $0 AMBA, UTHR, HCRSQ, HCI, ORCL 13F-HR 13 Mar 2014, 12:29