Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Kalaris Therapeutics Inc (KLRS)

56 + Investors. Track Smart Money conviction in KLRS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — KLRS

Based on 56 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added KLRS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
56 hedge funds hold KLRS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +81% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+81% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

30 buying16 selling
Last quarter: 30 funds were net buyers (14 opened a brand new position + 16 added to an existing one). Only 16 were sellers (7 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 8 → 25 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 66% entered in last year

■ 4% conviction (2yr+) ■ 30% medium ■ 66% new
Only 2 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +3%, value -29%

Value
-29%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

31 → 3 → 8 → 25 → 14 new funds/Q
New funds entering each quarter: 3 → 8 → 25 → 14. A growing number of institutions are discovering KLRS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 96% of holders entered in last year

■ 4% veterans ■ 0% 1-2yr ■ 96% new
Of 56 current holders: 54 (96%) entered in the past year, only 2 (4%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
13 of 56 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.2
out of 10
Moderate Exit Risk
Exit risk score 6.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — KLRS

In 2026 Q1, 30 hedge funds were net buyers of KLRS (14 opened a new position, 16 added to an existing one), while 16 reduced or exited (7 trimmed, 9 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: KLRS

How many hedge funds hold KLRS — quarterly history vs. share price
Quarterly hedge fund ownership of KLRS vs. share price

Market Analysis: KLRS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KLRS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Kalaris Therapeutics Inc (KLRS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KLRS has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
KLRS
-18.2%
XLV
+2.1%

KLRS outperformed XLV by -20.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
KLRS
-3.7%
XLV
+3.2%

Since the filing became public, KLRS outperformed XLV by -6.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: KLRS
56 + Investors

Track Smart Money conviction in KLRS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 56 51 9.8%
13F Shares 19M 18M 3.23%
Total Value $107M $152M -29.43%
New Positions 14 25 -11
Increased Positions 16 9 +7
Closed Positions 9 5 +4
Reduced Positions 7 7 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KLRS

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

56 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KLRS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 KLRS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Samsara BioCapital, LLC 7.26% 12,948,081 $74.7M
2 Propel Bio Management, LLC 1.08% 295,771 $1.7M
3 Kalehua Capital Management LLC 0.66% 135,585 $782K
4 WHI TRUST Co LLC 0.42% 97,493 $563K
5 Ikarian Capital, LLC 0.17% 360,000 $2.1M
6 Paradigm Biocapital Advisors LP 0.08% 700,000 $4.0M
7 Rtw Investments, LP 0.07% 1,300,000 $7.5M
8 Siren, L.L.C. 0.07% 435,798 $2.5M
9 Velan Capital Investment Management LP 0.07% 18,000 $104K
10 Stonepine Capital Management, LLC 0.05% 20,400 $118K
11 WealthTrust Asset Management, LLC 0.04% 12,416 $72K
12 ADAR1 Capital Management, LLC 0.03% 100,000 $577K
13 Fortis Capital Advisors, LLC 0.03% 40,000 $231K
14 Nano Cap New Millennium Growth Fund L P 0.02% 4,000 $23K
15 683 Capital Management, LLC 0.01% 45,000 $260K
16 Alyeska Investment Group, L.P. 0.01% 572,687 $3.3M
17 Belpointe Asset Management LLC 0.01% 40,000 $231K
18 Simplify Asset Management Inc. 0.01% 87,426 $504K
19 Boothbay Fund Management, LLC 0.01% 92,261 $532K
20 RBF Capital, LLC 0.01% 17,391 $100K
21 Bridgeway Capital Management, LLC 0.00% 22,500 $130K
22 Woodline Partners LP 0.00% 100,000 $577K
23 Johnson Financial Group, Inc. 0.00% 10,000 $58K
24 Independent Advisor Alliance 0.00% 14,230 $82K
25 Renaissance Technologies LLC 0.00% 66,151 $382K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Kalaris Therapeutics Inc (KLRS)

What does the Smart Money Trend signal show for KLRS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added KLRS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KLRS?

More buyers than sellers — 65% buying: Last quarter: 30 funds were net buyers (14 opened a brand new position + 16 added to an existing one). Only 16 were sellers (7 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for KLRS holders?

Smaller funds dominant — 2% AUM from top-100: 13 of 56 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held KLRS?

Mostly new holders — 66% entered in last year: Only 2 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Kalaris Therapeutics Inc (KLRS) following the 2026 Q1 hedge fund 13F filings?

As of today, KLRS has moved -3.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of -6.9%. Since the quarter end (March 31, 2026), KLRS has gained -18.2% vs +2.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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