Skip to main content
Institutional Ownership · SEC Form 13F

Who owns Kalaris Therapeutics (KLRS)


Which tracked institutional funds hold KLRS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KLRS company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

55
Institutional holders
18M
Shares held (tracked funds)
78.6%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on KLRS is one-sided between 2026-Q1 and 2026-Q2: 2 added or opened and 11 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

KLRS’s largest tracked holder by dollar value, SAMSARA BIOCAPITAL, LLC, sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in KLRS 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

Between 2026-Q1 and 2026-Q2, across 55 tracked filers holding KLRS, 26 increased or opened the position and 21 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in KLRS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

Full exits 4

  • Paradigm Biocapital Advisors LP$4M
  • Propel Bio Management, LLC$2M
  • Kalehua Capital Management LLC$782K
  • Simplify Asset Management Inc.$504K

Largest adds

  • UBS Group AG$1M
  • MARSHALL WACE, LLP$345K

Largest trims

  • SAMSARA BIOCAPITAL, LLC$22M
  • RTW INVESTMENTS, LP$2M
  • Alyeska Investment Group, L.P.$944K
  • Siren, L.L.C.$741K
  • Ikarian Capital, LLC$612K
  • GOLDMAN SACHS GROUP INC$572K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
SAMSARA BIOCAPITAL, LLC trimmed12,881,175$52M58.6%2026-Q2
RTW INVESTMENTS, LP1,300,000$5M5.9%2026-Q2
Alyeska Investment Group, L.P.572,687$2M2.6%2026-Q2
Siren, L.L.C.435,798$2M2.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added398,712$2M1.8%2026-Q2
Ikarian Capital, LLC360,000$1M1.6%2026-Q2
UBS Group AG added262,131$1M1.2%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added149,351$608K0.7%2026-Q2
MARSHALL WACE, LLP added139,201$567K0.6%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added114,037$464K0.5%2026-Q2
Woodline Partners LP100,000$407K0.5%2026-Q2
ADAR1 Capital Management, LLC100,000$407K0.5%2026-Q2
WHI TRUST Co LLC97,493$397K0.4%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed97,164$395K0.4%2026-Q2
CITADEL ADVISORS LLC new95,772$390K0.4%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC92,261$376K0.4%2026-Q2
Verdad Advisers, LP new80,297$327K0.4%2026-Q2
MORGAN STANLEY added72,326$294K0.3%2026-Q2
VANGUARD FIDUCIARY TRUST CO added66,179$269K0.3%2026-Q2
BlackRock, Inc. added54,442$222K0.2%2026-Q2
Belpointe Asset Management LLC40,000$163K0.2%2026-Q2
Fortis Capital Advisors, LLC40,000$163K0.2%2026-Q2
Pale Fire Capital SE new39,626$161K0.2%2026-Q2
Squarepoint Ops LLC trimmed38,775$158K0.2%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added32,500$132K0.1%2026-Q2
Stonepine Capital Management, LLC added30,122$123K0.1%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added30,007$122K0.1%2026-Q2
Trexquant Investment LP new29,737$121K0.1%2026-Q2
STATE STREET CORP26,510$108K0.1%2026-Q2
NORTHERN TRUST CORP added25,839$105K0.1%2026-Q2
Velan Capital Investment Management LP added25,000$102K0.1%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed23,847$97K0.1%2026-Q2
WealthTrust Asset Management, LLC added20,416$83K0.1%2026-Q2
Independent Advisor Alliance added18,125$74K0.1%2026-Q2
RBF Capital, LLC17,391$71K0.1%2026-Q2
Quadrature Capital Ltd new16,527$67K0.1%2026-Q2
GOLDMAN SACHS GROUP INC trimmed16,054$65K0.1%2026-Q2
DIMENSIONAL FUND ADVISORS LP new15,958$65K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed14,221$58K0.1%2026-Q2
NANO CAP NEW MILLENNIUM GROWTH FUND L P added12,500$51K0.1%2026-Q2
Sigma Planning Corp new10,167$41K0.0%2026-Q2
FMR LLC7,806$32K0.0%2026-Q2
Integrated Wealth Concepts LLC new5,000$20K0.0%2026-Q2
Tower Research Capital LLC (TRC) added2,560$10K0.0%2026-Q2
Steward Partners Investment Advisory, LLC2,215$9K0.0%2026-Q2
Vanguard Global Advisers, LLC725$3K0.0%2026-Q2
BARCLAYS PLC trimmed303$1K0.0%2026-Q2
Strengthening Families & Communities, LLC268$1K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed52$2120.0%2026-Q2
JPMORGAN CHASE & CO50$2110.0%2026-Q2
Parallel Advisors, LLC49$1990.0%2026-Q2
HARBOUR INVESTMENTS, INC.13$530.0%2026-Q2
Caitong International Asset Management Co., Ltd new7$280.0%2026-Q2
SBI Securities Co., Ltd.5$200.0%2026-Q2
ROYAL BANK OF CANADA trimmed12—0.0%2026-Q2
Paradigm Biocapital Advisors LP700,000$4M4.5%2026-Q1 stale (1 quarter behind)
Propel Bio Management, LLC added295,771$2M1.9%2026-Q1 stale (1 quarter behind)
Kalehua Capital Management LLC trimmed135,585$782K0.9%2026-Q1 stale (1 quarter behind)
Simplify Asset Management Inc. added87,426$504K0.6%2026-Q1 stale (1 quarter behind)
MILLENNIUM MANAGEMENT LLC added59,534$344K0.4%2026-Q1 stale (1 quarter behind)
683 Capital Management, LLC trimmed45,000$260K0.3%2026-Q1 stale (1 quarter behind)
HRT FINANCIAL LP new11,617$67K0.1%2026-Q1 stale (1 quarter behind)
Qube Research & Technologies Ltd new11,103$64K0.1%2026-Q1 stale (1 quarter behind)
Johnson Financial Group, Inc.10,000$58K0.1%2026-Q1 stale (1 quarter behind)
CITIGROUP INC added8,703$50K0.1%2026-Q1 stale (1 quarter behind)
Fortitude Family Office, LLC114$6580.0%2026-Q1 stale (1 quarter behind)
FEDERATED HERMES, INC. trimmed34$1960.0%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC added292,790$2M2.8%2025-Q4 stale (2 quarters behind)
Redmile Group, LLC82,955$700K0.8%2025-Q4 stale (2 quarters behind)
JANE STREET GROUP, LLC new33,114$279K0.3%2025-Q4 stale (2 quarters behind)
OMERS ADMINISTRATION Corp new30,000$253K0.3%2025-Q4 stale (2 quarters behind)
Walleye Capital LLC new11,225$95K0.1%2025-Q4 stale (2 quarters behind)
XTX Topco Ltd trimmed10,897$92K0.1%2025-Q4 stale (2 quarters behind)
Keel Point, LLC new10,225$86K0.1%2025-Q4 stale (2 quarters behind)
BANK OF AMERICA CORP /DE/ added6,704$57K0.1%2025-Q4 stale (2 quarters behind)
TANG CAPITAL MANAGEMENT LLC added418,241$2M2.7%2025-Q3 stale (3 quarters behind)
Farther Finance Advisors, LLC33$1910.0%2025-Q3 stale (3 quarters behind)
Octagon Capital Advisors LP trimmed360,000$961K1.1%2025-Q2 stale (4 quarters behind)
GILEAD SCIENCES, INC. trimmed317,789$848K0.9%2025-Q2 stale (4 quarters behind)
TWO SIGMA ADVISERS, LP trimmed20,281$54K0.1%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

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.

Learn how to read institutional ownership