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Cap Table / Shareholder Overviews

Ways to view ownership distribution and export reports

Pontus Rudbo avatar
Written by Pontus Rudbo
Updated this week

To quickly get an overview of the company’s ownership, NVR offers a built-in report you can access in just a few clicks.

Shareholder report

Once logged in to your company, click “Shareholders” in the left-hand menu to open your shareholder overview.

  • Sort by groups, share class, or individual shareholder.

  • Filter by date to see ownership at a specific point in time.

  • To export a share owner report, click download and choose format

  • Choose date for the shareholder report (either a historic date or the present day)


Reports

To view more reports connected to the ownership, click “Reports” and select among the reports.


Customized Exports

If you need more tailored shareholder reports, scroll down to Templates & PDF Reports:

Share owner holdings Report

The Shareholding Report is designed for those who want to export a report showing the ownership details of one or several shareholders. All associated share entries are included.

This report is particularly useful to download when you need to view a shareholder’s holdings — for example, when you need to present proof of ownership.

  • Dynamic Shareholder Report
    Export an Excel file where you can choose which data categories to include, such as:

    • Owner details

    • Bank accounts

    • Share depot

    • Contact/guardian

    • Share information

    • Holdings broken down by share block

  • Small Shareholder Report
    A concise PDF containing company details (board, company name, management), a shareholder summary, capital changes, and a table of contents.

  • Large Shareholder Report
    A more comprehensive PDF that includes everything in the Small Report plus the full share ledger.


How to download a report?

Click the download icon (the downward-pointing arrow) on the right side of the report menu.

Language

You can export reports in the following languages:

  • Swedish

  • English

To generate a report in one of the languages mentioned above, first go to Settings by clicking on your initials in the top right corner. Then click on "Change language" next to the flag icon.

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