Who owns 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-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.
How the tape is positioned
The tracked-fund tape on KZIA is one-sided between 2026-Q1 and 2026-Q2: 20 added or opened and 2 trimmed or exited — on balance accumulating.
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, Boxer Capital Management, LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp 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 2026-Q1 and 2026-Q2, across 36 tracked filers holding KZIA, 28 increased or opened the position and 9 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 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.
New buyers 10
- Boxer Capital Management, LLC$8M
- Ikarian Capital, LLC$6M
- Ensign Peak Advisors, Inc$2M
- MILLENNIUM MANAGEMENT LLC$1M
- J. Goldman & Co LP$964K
- ADAR1 Capital Management, LLC$867K
Full exits 2
- BALYASNY ASSET MANAGEMENT L.P.$1M
- Velan Capital Investment Management LP$1M
Largest adds
- FLPUTNAM INVESTMENT MANAGEMENT CO$5M
- Dauntless Investment Group, LLC$4M
- Bleichroeder LP$3M
- Stonepine Capital Management, LLC$2M
- UBS Group AG$1M
- Point72 Asset Management, L.P.$816K
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 |
|---|---|---|---|---|
| Boxer Capital Management, LLC new | 560,000 | $8M | 13.1% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 414,958 | $6M | 9.7% | 2026-Q2 |
| Bleichroeder LP | 400,000 | $6M | 9.3% | 2026-Q2 |
| Ikarian Capital, LLC new | 396,201 | $6M | 9.3% | 2026-Q2 |
| Dauntless Investment Group, LLC added | 354,208 | $5M | 8.3% | 2026-Q2 |
| Stonepine Capital Management, LLC | 345,179 | $5M | 8.1% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 200,300 | $2M | 3.8% | 2026-Q2 |
| Ensign Peak Advisors, Inc new | 110,778 | $2M | 2.6% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC new | 101,376 | $1M | 2.4% | 2026-Q2 |
| UBS Group AG added | 81,090 | $1M | 1.9% | 2026-Q2 |
| J. Goldman & Co LP new | 68,491 | $964K | 1.6% | 2026-Q2 |
| ADAR1 Capital Management, LLC new | 61,550 | $867K | 1.4% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 57,140 | $805K | 1.3% | 2026-Q2 |
| BARCLAYS PLC added | 56,999 | $803K | 1.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 50,616 | $713K | 1.2% | 2026-Q2 |
| COOPERMAN LEON G new | 50,000 | $704K | 1.2% | 2026-Q2 |
| Westside Investment Management, Inc. trimmed | 47,585 | $670K | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 46,606 | $656K | 1.1% | 2026-Q2 |
| MARSHALL WACE, LLP new | 44,231 | $623K | 1.0% | 2026-Q2 |
| XTX Topco Ltd new | 31,186 | $439K | 0.7% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 30,090 | $424K | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 28,509 | $401K | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 22,599 | $318K | 0.5% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 20,003 | $282K | 0.5% | 2026-Q2 |
| Engineers Gate Manager LP added | 14,975 | $211K | 0.3% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC added | 12,900 | $182K | 0.3% | 2026-Q2 |
| UNITED BANK new | 12,851 | $181K | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 12,700 | $179K | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 2,863 | $41K | 0.1% | 2026-Q2 |
| GAMMA Investing LLC added | 1,926 | $27K | 0.0% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 1,296 | $18K | 0.0% | 2026-Q2 |
| Arax Advisory Partners trimmed | 87 | $1K | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd new | 24 | $338 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 20 | $282 | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 10 | $140 | 0.0% | 2026-Q2 |
| Allworth Financial LP | 1 | $15 | 0.0% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. new | 193,114 | $1M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Velan Capital Investment Management LP trimmed | 135,315 | $1M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA trimmed | 34,340 | $255K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Qube Research & Technologies Ltd new | 10,608 | $79K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FNY Investment Advisers, LLC added | 10,000 | $74K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Alyeska Investment Group, L.P. new | 738,321 | $5M | 8.4% | 2025-Q4 stale (2 quarters behind) |
| Empery Asset Management, LP new | 170,000 | $1M | 1.9% | 2025-Q4 stale (2 quarters behind) |
| CORSAIR CAPITAL MANAGEMENT, L.P. new | 70,000 | $470K | 0.8% | 2025-Q4 stale (2 quarters behind) |
| CITIGROUP INC trimmed | 1 | $7 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MAI Capital Management | 52 | $375 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SBI Securities Co., Ltd. new | 100 | $627 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 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.
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.