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How To Switch From Holders View To Holdings View

Learn how to easily navigate from holders view to holdings view.

Step 1: Getting Started

  • Hover over “Capitalization” in the main navigation bar, then click the “Cap Table” button in the drop-down menu

Step 2: Select Filter View

  • Find the filter drop-down on the page, above the cap table on the right
  • Click where it says “Group By” and select “Holdings”
This completes the process of switching from holders view to holdings view
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