Jefferies Financial Group Inc. CABA — CABALETTA BIO INC

Ownership history in Jefferies Financial Group Inc.  ·  24 quarters on record

AI Ownership Summary

Jefferies Financial Group Inc. reported CABALETTA BIO INC (CABA) in 24 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows CABA 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 CABA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Jefferies Financial Group Inc.'s position in CABALETTA BIO INC, 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 Q1

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

High-water mark
Peak Conviction
0.03% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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.

CABA stock page Jefferies Financial Group Inc. fund profile Jefferies Financial Group Inc. full holdings
How Jefferies Financial Group Inc. held CABA — position size vs. price
% of Fund (quarterly)    CABA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 33,442 -11,683 -25.9% 0.00% $90K 2026-05-08 $3.88
2025 Q4 REDUCED 5.0% +22.8% ❌ 45,125 -2,375 -5.0% 0.00% $99K 2026-02-09 $2.44
2025 Q3 REDUCED 97.6% -2.6% ✅ 47,500 -1,949,708 -97.6% 0.00% $111K 2025-11-13 $2.34
2025 Q2 ADDED — — — 1,997,208 +1,972,208 +7888.8% 0.03% $3.0M 2025-08-14 (Est.) $1.65
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CABA

As of 2026 Q1 — sorted by position size

GSA CAPITAL PARTNERS LLP 3Y 7Y 0.09% MATAURO, LLC 0.02% JENNISON ASSOCIATES LLC 3Y 7Y 0.02% Raiffeisen Bank International AG 0.02% Grey Ledge Advisors, LLC 3Y 7Y 0.01% CRA Financial Services, LLC 3Y 7Y 0.01% Clear Harbor Asset Management, LLC 3Y 7Y 0.0% China Universal Asset Management Co., Ltd. 3Y 0.0% DIMENSIONAL FUND ADVISORS LP 3Y 7Y 0.0% VANGUARD FIDUCIARY TRUST CO 0.0%

FAQ About Jefferies Financial Group Inc. and CABA

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

How long has Jefferies Financial Group Inc. reported owning CABA?

Jefferies Financial Group Inc. reported CABA across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported CABA position in Jefferies Financial Group Inc.'s portfolio?

The largest reported portfolio weight for CABA was 0.03% in 2025 Q2.

What is the latest reported CABA position on this page?

The most recent filing on this page is 2026 Q1, when Jefferies Financial Group Inc. reported 33,442 shares, equal to 0.00% of portfolio, with an estimated market value of $90K.

What does the chart on this CABA ownership page compare?

The chart compares Jefferies Financial Group Inc.'s quarterly CABA 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 Jefferies Financial Group Inc. time their CABA position?

Based on 13F filing dates vs. subsequent CABA price moves, Jefferies Financial Group Inc. correctly timed 2 out of 4 reported position changes (50%).

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