Baird Financial Group, Inc. KPTI KARYOPHARM THERAPEUTICS

Ownership history in Baird Financial Group, Inc.  ·  26 quarters on record

AI Ownership Summary

Baird Financial Group, Inc. reported KARYOPHARM THERAPEUTICS (KPTI) in 26 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows KPTI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KPTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baird Financial Group, Inc.'s position in KARYOPHARM THERAPEUTICS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KPTI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Baird Financial Group, Inc. held KPTI — position size vs. price
% of Fund (quarterly)    KPTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 29,791 0% 0.00% $291K 2026-08-12 $2.03
2026 Q1 ADDED 29,791 +1,798 +6.4% 0.00% $166K 2026-05-14 $8.90
2025 Q4 ADDED 27,993 +2,061 +7.9% 0.00% $206K 2026-02-13 $8.58
2025 Q3 ADDED 25,932 +15,400 +146.2% 0.00% $170K 2025-11-13 $5.50
2025 Q2 REDUCED 76.5% +47.3% 10,532 -34,268 -76.5% 0.00% $45K 2025-08-13 $4.45
2024 Q4 ADDED 44,800 +7,000 +18.5% 0.00% $30K 2025-02-14 $9.26
2024 Q3 ADDED 37,800 +1,000 +2.7% 0.00% $31K 2024-11-14 $12.56
2024 Q2 ADDED 36,800 +16,000 +76.9% 0.00% $32K 2024-08-14 $12.12
2024 Q1 ADDED 20,800 +7,000 +50.7% 0.00% $31K 2024-05-14 $16.35
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Baird Financial Group, Inc. and KPTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baird Financial Group, Inc. reported owning KPTI?

Baird Financial Group, Inc. reported KPTI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported KPTI position in Baird Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for KPTI was 0.00% in 2026 Q2.

What is the latest reported KPTI position on this page?

The most recent filing on this page is 2026 Q2, when Baird Financial Group, Inc. reported 29,791 shares, equal to 0.00% of portfolio, with an estimated market value of $291K.

What does the chart on this KPTI ownership page compare?

The chart compares Baird Financial Group, Inc.'s quarterly KPTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Baird Financial Group, Inc. time their KPTI position?

Based on 13F filing dates vs. subsequent KPTI price moves, Baird Financial Group, Inc. correctly timed 11 out of 23 reported position changes (48%). The annualised alpha on KPTI relative to SPY over the holding period was -28.9%.

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