Who owns KZIA (KZIA)
Which tracked institutional funds hold KZIA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KZIA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened KZIA while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
KZIA’s largest tracked holder by dollar value, Alyeska Investment Group, L.P., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in KZIA 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 2025-Q4 and 2026-Q1, across 23 tracked filers holding KZIA, 14 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 KZIA between the 2025-Q4 and 2026-Q1 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.
New buyers 2
- BALYASNY ASSET MANAGEMENT L.P.$1M
- FLPUTNAM INVESTMENT MANAGEMENT CO$1M
Full exits 2
- Alyeska Investment Group, L.P.$5M
- Empery Asset Management, LP$1M
Largest adds
- Dauntless Investment Group, LLC$594K
Largest trims
- Velan Capital Investment Management LP$1M
- Stonepine Capital Management, LLC$604K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Bleichroeder LP | 400,000 | $3M | 15.0% | 2026-Q1 |
| Stonepine Capital Management, LLC trimmed | 345,179 | $3M | 12.9% | 2026-Q1 |
| Point72 Asset Management, L.P. | 200,000 | $1M | 7.5% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. new | 193,114 | $1M | 7.2% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO new | 142,469 | $1M | 5.3% | 2026-Q1 |
| Velan Capital Investment Management LP trimmed | 135,315 | $1M | 5.1% | 2026-Q1 |
| Dauntless Investment Group, LLC added | 79,832 | $594K | 3.0% | 2026-Q1 |
| Sequoia Financial Advisors, LLC new | 60,000 | $446K | 2.2% | 2026-Q1 |
| Westside Investment Management, Inc. added | 50,425 | $375K | 1.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 34,340 | $255K | 1.3% | 2026-Q1 |
| BARCLAYS PLC | 23,999 | $179K | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 15,749 | $117K | 0.6% | 2026-Q1 |
| UBS Group AG added | 13,934 | $104K | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 12,700 | $94K | 0.5% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC new | 12,400 | $92K | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd new | 10,608 | $79K | 0.4% | 2026-Q1 |
| FNY Investment Advisers, LLC added | 10,000 | $74K | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 8,744 | $65K | 0.3% | 2026-Q1 |
| GAMMA Investing LLC added | 1,568 | $12K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,402 | $10K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS new | 1,081 | $8K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1,000 | $7K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 1 | $8 | 0.0% | 2026-Q1 |
| Alyeska Investment Group, L.P. new | 738,321 | $5M | 25.6% | 2025-Q4 stale |
| Empery Asset Management, LP new | 170,000 | $1M | 5.9% | 2025-Q4 stale |
| CORSAIR CAPITAL MANAGEMENT, L.P. new | 70,000 | $470K | 2.4% | 2025-Q4 stale |
| Engineers Gate Manager LP new | 10,388 | $72K | 0.4% | 2025-Q4 stale |
| Arax Advisory Partners | 200 | $1K | 0.0% | 2025-Q4 stale |
| SBI Securities Co., Ltd. new | 100 | $627 | 0.0% | 2025-Q2 stale |
| MAI Capital Management | 52 | $375 | 0.0% | 2025-Q3 stale |
| CITIGROUP INC trimmed | 1 | $7 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale |
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.
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.