Who owns KARD
Which tracked institutional funds hold KARD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KARD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
KARD’s largest tracked holder by dollar value, HRTG GPE, LLC, sizes it at 16.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 16.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KARD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Only one quarter (2026-Q2) of 13F history is available — a quarter-over-quarter accumulation delta needs two.
We do not publish a positioning read for a window we cannot measure honestly. A starting question, not a verdict.
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HRTG GPE, LLC new | 16,917,034 | $403M | 31.9% | 2026-Q2 |
| FMR LLC new | 8,909,066 | $212M | 16.8% | 2026-Q2 |
| PERCEPTIVE ADVISORS LLC new | 8,200,662 | $196M | 15.5% | 2026-Q2 |
| Capital Research Global Investors new | 3,598,942 | $86M | 6.8% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 1,790,734 | $46M | 3.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 1,534,837 | $37M | 2.9% | 2026-Q2 |
| Liberty Mutual Group Asset Management Inc. new | 1,196,411 | $29M | 2.3% | 2026-Q2 |
| JENNISON ASSOCIATES LLC new | 903,575 | $22M | 1.7% | 2026-Q2 |
| Paradigm Biocapital Advisors LP new | 900,000 | $21M | 1.7% | 2026-Q2 |
| Jupiter Topco LLC new | 749,703 | $18M | 1.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 658,787 | $16M | 1.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 650,000 | $16M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 644,969 | $15M | 1.2% | 2026-Q2 |
| Deep Track Capital, LP new | 600,000 | $14M | 1.1% | 2026-Q2 |
| Woodline Partners LP new | 413,980 | $10M | 0.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC new | 400,021 | $10M | 0.8% | 2026-Q2 |
| MONTANOVA CAPITAL, LLC new | 400,000 | $10M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp new | 377,758 | $9M | 0.7% | 2026-Q2 |
| Catalio Capital Management, LP new | 312,500 | $7M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC new | 300,000 | $7M | 0.6% | 2026-Q2 |
| BRAIDWELL LP new | 300,000 | $7M | 0.6% | 2026-Q2 |
| EVENTIDE ASSET MANAGEMENT, LLC new | 300,000 | $7M | 0.6% | 2026-Q2 |
| UBS Group AG new | 267,760 | $6M | 0.5% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC new | 229,776 | $5M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC new | 223,065 | $5M | 0.4% | 2026-Q2 |
| Integral Health Asset Management, LLC new | 200,000 | $5M | 0.4% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC new | 200,000 | $5M | 0.4% | 2026-Q2 |
| Driehaus Capital Management LLC new | 199,612 | $5M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 149,474 | $4M | 0.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 130,826 | $3M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 120,000 | $3M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 109,849 | $3M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 102,521 | $2M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 74,233 | $2M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP new | 66,821 | $2M | 0.1% | 2026-Q2 |
| MORGAN STANLEY new | 65,388 | $2M | 0.1% | 2026-Q2 |
| TD Asset Management Inc new | 55,814 | $1M | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 53,782 | $1M | 0.1% | 2026-Q2 |
| Ghisallo Capital Management LLC new | 50,000 | $1M | 0.1% | 2026-Q2 |
| Casdin Capital, LLC new | 50,000 | $1M | 0.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC new | 44,482 | $1M | 0.1% | 2026-Q2 |
| Monashee Investment Management LLC new | 42,693 | $1M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO new | 40,126 | $957K | 0.1% | 2026-Q2 |
| Shay Capital LLC new | 38,500 | $918K | 0.1% | 2026-Q2 |
| Burkehill Global Management, LP new | 30,000 | $716K | 0.1% | 2026-Q2 |
| Alyeska Investment Group, L.P. new | 30,000 | $716K | 0.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 19,801 | $472K | 0.0% | 2026-Q2 |
| Hudson Bay Capital Management LP new | 18,960 | $452K | 0.0% | 2026-Q2 |
| OXFORD ASSET MANAGEMENT LLP new | 18,378 | $438K | 0.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 18,249 | $435K | 0.0% | 2026-Q2 |
| Scientech Research LLC new | 15,030 | $358K | 0.0% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC new | 15,000 | $358K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 15,000 | $358K | 0.0% | 2026-Q2 |
| XTX Topco Ltd new | 13,490 | $322K | 0.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 12,500 | $298K | 0.0% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 12,386 | $295K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 11,355 | $271K | 0.0% | 2026-Q2 |
| Mariner, LLC new | 10,879 | $259K | 0.0% | 2026-Q2 |
| Squarepoint Ops LLC new | 10,368 | $247K | 0.0% | 2026-Q2 |
| DAFNA Capital Management LLC new | 5,000 | $119K | 0.0% | 2026-Q2 |
| Legal & General Group Plc new | 5,000 | $119K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC new | 1,124 | $27K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 350 | $8K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. new | 24 | $572 | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. new | 5 | $119 | 0.0% | 2026-Q2 |
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.