Fundies.
English

Insider transactions

EDGAR

KALARIS THERAPEUTICS, INC.

Transactions reported by directors, officers and 10% owners on SEC Forms 3, 4 and 5, read from each filing’s XML. Codes and their wording are the SEC’s own.

A Form 4 is due within two business days of the transaction, so the most recent trades may not be filed yet.

Window: transactions dated on or after 2025-11-15.

Open-market purchases (code P)
2 transactions, 724,147 shares
Sum of shares × price per share: 6,179,974.74
Open-market sales (code S)
1 transactions, 1,915 shares
Sum of shares × price per share: 12,868.8

Totals add the filed transactions listed; they are counts of what was reported, not a measure of direction.

Showing 1–21 of 21

Insider transactions, newest first, as filed on SEC Forms 3, 4 and 5
DateReporting ownerCodeAcquired or disposedSharesPrice per share, as filedValue (derived)Shares owned afterDirect or indirectRule 10b5-1 boxNotesSource
2026-08-27 Filed 2026-08-28Vandekop Amy O'Leary Officer: VP, Corporate Controller
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Derivative security: Stock Option (Right to Buy) — underlying Common Stock (10,000) — exercise price 4.10		Acquired (A)10,0000—10,000Direct (D) No
F1
  • F1 The option was granted on August 27, 2026. The shares underlying the option are scheduled to vest over four years, with 25% of the shares underlying the option vesting on August 1, 2027 and the remainder vesting in equal monthly installments thereafter, subject to continuous service.
Open filing 0001193125-26-374352 Read from the filing’s XML Dispute this row
2026-08-01 Filed 2026-08-03KEATING LAURIE Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Derivative security: Stock Option (Right to Buy) — underlying Common Stock (18,000) — exercise price 3.51		Acquired (A)18,0000—18,000Direct (D) No
F1
  • F1 The option was granted on August 1, 2026. The shares underlying the option are scheduled to vest over three years in equal monthly installments from August 1, 2026 through August 1, 2029, subject to continuous service.
Open filing 0001193125-26-330530 Read from the filing’s XML Dispute this row
2026-07-20 Filed 2026-07-20Bayko Liisa Ann Officer: Chief Financial Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Derivative security: Stock Option (Right to Buy) — underlying Common Stock (220,000) — exercise price 4.00		Acquired (A)220,0000—220,000Direct (D) No
F1
  • F1 The option was granted on July 20, 2026. The shares underlying the option are scheduled to vest over four years, with 25% of the shares underlying the option vesting on July 20, 2027 and the remainder vesting in equal monthly installments thereafter, subject to continuous service.
Open filing 0001193125-26-309047 Read from the filing’s XML Dispute this row
2026-06-03 Filed 2026-06-04PATTERSON LEONE D Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Derivative security: Stock Option (Right to Buy) — underlying Common Stock (9,000) — exercise price 4.72		Acquired (A)9,0000—9,000Direct (D) No
F1
  • F1 The option was granted on June 3, 2026. The shares underlying the option are scheduled to vest in full on the earlier of (i) June 3, 2027 or (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to continued service.
Open filing 0001193125-26-257445 Read from the filing’s XML Dispute this row
2026-06-03 Filed 2026-06-04ADAMIS ANTHONY P Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Derivative security: Stock Option (Right to Buy) — underlying Common Stock (9,000) — exercise price 4.72		Acquired (A)9,0000—9,000Direct (D) No
F1
  • F1 The option was granted on June 3, 2026. The shares underlying the option are scheduled to vest in full on the earlier of (i) June 3, 2027 or (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to continued service.
Open filing 0001193125-26-257462 Read from the filing’s XML Dispute this row
2026-06-03 Filed 2026-06-04Dybbs Michael Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Derivative security: Stock Option (Right to Buy) — underlying Common Stock (9,000) — exercise price 4.72		Acquired (A)9,0000—9,000Direct (D) No
F1
  • F1 The option was granted on June 3, 2026. The shares underlying the option are scheduled to vest in full on the earlier of (i) June 3, 2027 or (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to continued service.
Open filing 0001193125-26-257465 Read from the filing’s XML Dispute this row
2026-06-03 Filed 2026-06-04AKKARAJU SRINIVAS Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Derivative security: Stock Option (Right to Buy) — underlying Common Stock (9,000) — exercise price 4.72		Acquired (A)9,0000—9,000Direct (D) No
F1
  • F1 The option was granted on June 3, 2026. The shares underlying the option are scheduled to vest in full on the earlier of (i) June 3, 2027 or (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to continued service.
Open filing 0001193125-26-257471 Read from the filing’s XML Dispute this row
2026-06-03 Filed 2026-06-04Jovan-Embiricos Morana Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Derivative security: Stock Option (Right to Buy) — underlying Common Stock (9,000) — exercise price 4.72		Acquired (A)9,0000—9,000Direct (D) No
F1
  • F1 The option was granted on June 3, 2026. The shares underlying the option are scheduled to vest in full on the earlier of (i) June 3, 2027 or (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to continued service.
Open filing 0001193125-26-257564 Read from the filing’s XML Dispute this row
2026-06-03 Filed 2026-06-04Ferrara Napoleone Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Derivative security: Stock Option (Right to Buy) — underlying Common Stock (9,000) — exercise price 4.72		Acquired (A)9,0000—9,000Direct (D) No
F1
  • F1 The option was granted on June 3, 2026. The shares underlying the option are scheduled to vest in full on the earlier of (i) June 3, 2027 or (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to continued service.
Open filing 0001193125-26-257556 Read from the filing’s XML Dispute this row
2026-06-03 Filed 2026-06-04Hallal David Director
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Derivative security: Stock Option (Right to Buy) — underlying Common Stock (9,000) — exercise price 4.72		Acquired (A)9,0000—9,000Direct (D) No
F1
  • F1 The option was granted on June 3, 2026. The shares underlying the option are scheduled to vest in full on the earlier of (i) June 3, 2027 or (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders, subject to continued service.
Open filing 0001193125-26-257494 Read from the filing’s XML Dispute this row
2026-05-20 Filed 2026-05-22AKKARAJU SRINIVAS Director · 10% ownerSamsara BioCapital, L.P. 10% ownerSamsara BioCapital GP, LLC 10% ownerSamsara Opportunity Fund, L.P. 10% ownerSamsara Opportunity Fund GP, LLC 10% owner
P

Open market or private purchase of non-derivative or derivative security

Common Stock		Acquired (A)244,3004.83
1,179,969

Derived: shares × price per share. Exact value 1179969.00.

2,224,147Indirect (I) By Samsara Opportunity Fund, L.P.No
F1, F2
  • F1 Represents the purchase of shares from Samsara BioCapital, L.P. (Samsara LP) in a privately negotiated transaction.
  • F2 Securities are directly held by Samsara Opportunity Fund, L.P. (Samsara Opportunity Fund). Samsara Opportunity Fund GP, LLC (Samsara Opportunity GP) is the general partner of Samsara Opportunity Fund and may be deemed to beneficially own the securities held by Samsara Opportunity Fund. Dr. Srinivas Akkaraju, MD, Ph.D. has voting and investment power over the securities held by Samsara Opportunity Fund and, accordingly, may be deemed to beneficially own the securities held by Samsara Opportunity Fund. Each of the Reporting Persons disclaims beneficial ownership in these securities except to the extent of its or his pecuniary interest therein.
Open filing 0001231919-26-000532 Read from the filing’s XML Dispute this row
2026-05-20 Filed 2026-05-22AKKARAJU SRINIVAS Director · 10% ownerSamsara BioCapital, L.P. 10% ownerSamsara BioCapital GP, LLC 10% ownerSamsara Opportunity Fund, L.P. 10% ownerSamsara Opportunity Fund GP, LLC 10% owner
J

Other acquisition or disposition (describe transaction)

Common Stock		Disposed (D)66,9060—10,657,028Indirect (I) By Samsara BioCapital, L.P.No
F3, F4, F5
  • F3 Represents a pro rata, in-kind distribution, without additional consideration, and not a purchase or sale of securities, by Samsara LP in respect of redeemed interests in Samsara LP. Of the shares distributed by Samsara LP, (i) 47,498 were distributed to redeeming limited partners, (ii) 14,937 shares were distributed to Samsara BioCapital GP, LLC (Samsara LLC), the general partner of Samsara LP, in respect of redeemed interests of non-managing members of Samsara LLC that were retained by Samsara LLC, and (iii) 4,471 shares were distributed to Samsara BioCapital Partners, L.P. (Samsara BioCapital Partners), in respect of the redeemed interest of a limited partner of Samsara LP that has been acquired by Samsara BioCapital Partners.
  • F4 The shares held by Samsara LP reflects the disposition of 244,300 shares, to Samsara Opportunity Fund as described in footnote (1), in which each of Samsara LLC and Dr. Akkaraju had no pecuniary interest.
  • F5 Securities are held by Samsara LP. Samsara LLC is the general partner of Samsara LP and may be deemed to beneficially own the shares held by Samsara LP. Dr. Akkaraju has voting and investment power over the shares held by Samsara LP and, accordingly, may be deemed to beneficially own the shares held by Samsara LP. Each of the Reporting Persons disclaims beneficial ownership in these shares except to the extent of its or his respective pecuniary interest therein.
Open filing 0001231919-26-000532 Read from the filing’s XML Dispute this row
2026-05-20 Filed 2026-05-22AKKARAJU SRINIVAS Director · 10% ownerSamsara BioCapital, L.P. 10% ownerSamsara BioCapital GP, LLC 10% ownerSamsara Opportunity Fund, L.P. 10% ownerSamsara Opportunity Fund GP, LLC 10% owner
J

Other acquisition or disposition (describe transaction)

Common Stock		Acquired (A)14,9370—14,937Indirect (I) By Samsara BioCapital GP, LLCNo
F6, F7
  • F6 Represents receipt of shares in the distribution in kind described in footnote (3).
  • F7 Securities are held by Samsara LLC. Dr. Akkaraju has voting and investment power over the shares held by Samsara LLC and, accordingly, may be deemed to beneficially own the shares held by Samsara LLC. Each of the Reporting Persons disclaims beneficial ownership in these shares except to the extent of its or his respective pecuniary interest therein.
Open filing 0001231919-26-000532 Read from the filing’s XML Dispute this row
2026-05-20 Filed 2026-05-22AKKARAJU SRINIVAS Director · 10% ownerSamsara BioCapital, L.P. 10% ownerSamsara BioCapital GP, LLC 10% ownerSamsara Opportunity Fund, L.P. 10% ownerSamsara Opportunity Fund GP, LLC 10% owner
J

Other acquisition or disposition (describe transaction)

Common Stock		Acquired (A)4,4710—19,408Indirect (I) By Samsara BioCapital Partners, L.P.No
F6, F8
  • F6 Represents receipt of shares in the distribution in kind described in footnote (3).
  • F8 Securities are held by Samsara BioCapital Partners. Dr. Akkaraju has voting and investment power over the shares held by Samsara BioCapital Partners and, accordingly, may be deemed to beneficially own the shares held by Samsara BioCapital Partners. Each of the Reporting Persons disclaims beneficial ownership in these shares except to the extent of its or his respective pecuniary interest therein.
Open filing 0001231919-26-000532 Read from the filing’s XML Dispute this row
2026-03-20 Filed 2026-03-23Hagen Brett R Officer: Chief Accounting Officer
S

Open market or private sale of non-derivative or derivative security

Common Stock		Disposed (D)1,9156.72
12,868.8

Derived: shares × price per share. Exact value 12868.80.

0Direct (D) No
F1
  • F1 Due to an administrative error, the Reporting Person filed a Form 4 on March 27, 2025 reporting beneficial ownership of 1,925 shares, when in fact the amount of securities beneficially owned was 1,915. The number of shares beneficially owned by the Reporting Person following the transaction reported herein has been updated accordingly.
Open filing 0001193125-26-119707 Read from the filing’s XML Dispute this row
2026-03-19 Filed 2026-03-23Hagen Brett R Officer: Chief Accounting Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Derivative security: Stock Option (Right to Buy) — underlying Common Stock (60,800) — exercise price 6.81		Acquired (A)60,8000—60,800Direct (D) No
F2
  • F2 The option was granted on March 19, 2026. The shares underlying the option are scheduled to vest over four years, with 25% of the shares underlying the option vesting on March 19, 2027, and the remainder vesting in equal monthly installments thereafter, subject to continuous service.
Open filing 0001193125-26-119707 Read from the filing’s XML Dispute this row
2026-03-19 Filed 2026-03-20Feinsod Matthew Officer: Chief Medical Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Derivative security: Stock Option (Right to Buy) — underlying Common Stock (135,000) — exercise price 6.81		Acquired (A)135,0000—135,000Direct (D) No
F1
  • F1 The option was granted on March 19, 2026. The shares underlying the option are scheduled to vest over four years, with 25% of the shares underlying the option vesting on March 19, 2027, and the remainder vesting in equal monthly installments thereafter, subject to continuous service.
Open filing 0001193125-26-117616 Read from the filing’s XML Dispute this row
2026-03-19 Filed 2026-03-20Gall Matthew Officer: Chief Financial Officer
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Derivative security: Stock Option (Right to Buy) — underlying Common Stock (95,000) — exercise price 6.81		Acquired (A)95,0000—95,000Direct (D) No
F1
  • F1 The option was granted on March 19, 2026. The shares underlying the option are scheduled to vest over four years, with 25% of the shares underlying the option vesting on March 19, 2027, and the remainder vesting in equal monthly installments thereafter, subject to continuous service.
Open filing 0001193125-26-117617 Read from the filing’s XML Dispute this row
2026-03-19 Filed 2026-03-20Oxtoby Andrew Director · Officer: See Remarks
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Derivative security: Stock Option (Right to Buy) — underlying Common Stock (222,000) — exercise price 6.81		Acquired (A)222,0000—222,000Direct (D) No
F1
  • F1 The option was granted on March 19, 2026. The shares underlying the option are scheduled to vest over four years, with 25% of the shares underlying the option vesting on March 19, 2027, and the remainder vesting in equal monthly installments thereafter, subject to continuous service.
Open filing 0001193125-26-117618 Read from the filing’s XML Dispute this row
2025-12-22 Filed 2025-12-22AKKARAJU SRINIVAS Director · 10% ownerSamsara Opportunity Fund, L.P. 10% ownerSamsara Opportunity Fund GP, LLC 10% owner
A

Grant, award or other acquisition pursuant to Rule 16b-3(d)

Common Stock		Acquired (A)1,500,00010
15,000,000

Derived: shares × price per share. Exact value 15000000.

1,500,000Indirect (I) By Samsara Opportunity Fund, L.P.No
F1
  • F1 Securities are directly held by Samsara Opportunity Fund, L.P. (Samsara Opportunity Fund). Samsara Opportunity Fund GP, LLC (Samsara Opportunity GP) is the general partner of Samsara Opportunity Fund and may be deemed to beneficially own the securities held by Samsara Opportunity Fund. Samsara Opportunity GP and Dr. Akkaraju have voting and investment power over the securities held by Samsara Opportunity Fund and, accordingly, may be deemed to beneficially own the securities held by Samsara Opportunity Fund. Each of the Reporting Persons disclaims beneficial ownership in these securities except to the extent of his or its respective pecuniary interest therein.
Open filing 0001231919-25-000652 Read from the filing’s XML Dispute this row
2025-12-18 Filed 2026-02-17AKKARAJU SRINIVAS Director · 10% ownerSamsara BioCapital, L.P. 10% ownerSamsara BioCapital GP, LLC 10% ownerSamsara Opportunity Fund, L.P. 10% ownerSamsara Opportunity Fund GP, LLC 10% owner
P

Open market or private purchase of non-derivative or derivative security

Common Stock		Acquired (A)479,84710.42
5,000,005.74

Derived: shares × price per share. Exact value 5000005.74.

1,979,847Indirect (I) By Samsara Opportunity Fund, L.P.No
F1, F2, F3
  • F1 Represents the purchase of shares from Samsara BioCapital, L.P. (Samsara LP) in a privately negotiated transaction.
  • F2 Represents the number of shares held as of the date of this filing, including the shares purchased by Samsara Opportunity Fund, L.P. (Samsara Opportunity Fund) on December 22, 2025, as reported in the reporting persons' Form 4 filed with the SEC on December 22, 2025 (the Prior Report). The Prior Report is deemed amended hereby.
  • F3 Securities are directly held by Samsara Opportunity Fund. Samsara Opportunity Fund GP, LLC (Samsara Opportunity GP) is the general partner of Samsara Opportunity Fund and may be deemed to beneficially own the securities held by Samsara Opportunity Fund. The Reporting Person has voting and investment power over the shares held by Samsara Opportunity Fund and, accordingly, may be deemed to beneficially own the shares held by Samsara Opportunity Fund. The Reporting Person disclaims beneficial ownership in these securities except to the extent of his pecuniary interest therein.
Open filing 0001231919-26-000166 Read from the filing’s XML Dispute this row

Institutional holders (Form 13F)

Quarter ending 2026-09-30: 7,211 filings read, the latest filed 2026-11-13. Prior quarter ending 2026-06-30: 9,150 filings read.

Showing 1–37 of 37

Institutional holders, largest position first, as filed
ManagerShares or principalValue as filedChange from the prior quarterSource
Siren, L.L.C. Partly reported under another manager356,559 SH1,030,456 dollarsLower by 79,239 Prior quarter: 435,798Open filing 0002005245-26-000013 Filed 2026-11-12 Dispute this row
VANGUARD CAPITAL MANAGEMENT LLC 330,928 SH956,382 dollarsLower by 67,784 Prior quarter: 398,712Open filing 0002100119-26-001711 Filed 2026-11-13 Dispute this row
RENAISSANCE TECHNOLOGIES LLC Partly reported under another manager176,863 SH511,134 dollarsHigher by 27,512 Prior quarter: 149,351Open filing 0001037389-26-000062 Filed 2026-11-12 Dispute this row
UBS Group AG Partly reported under another manager110,187 SH318,440 dollarsLower by 151,944 Prior quarter: 262,131Open filing 0001610520-26-000121 Filed 2026-11-10 Dispute this row
RAYMOND JAMES FINANCIAL INC Partly reported under another manager101,496 SH293,323 dollarsHigher by 4,332 Prior quarter: 97,164Open filing 0000720005-26-000081 Filed 2026-11-12 Dispute this row
WHI TRUST Co LLC 97,493 SH281,755 dollarsUnchanged Prior quarter: 97,493Open filing 0002013902-26-000009 Filed 2026-11-12 Dispute this row
GEODE CAPITAL MANAGEMENT, LLC Partly reported under another manager78,859 SH228,014 dollarsLower by 35,178 Prior quarter: 114,037Open filing 0001214717-26-000012 Filed 2026-11-06 Dispute this row
BlackRock, Inc. Partly reported under another manager58,619 SH169,409 dollarsHigher by 4,177 Prior quarter: 54,442Open filing 0002012383-26-003985 Filed 2026-11-13 Dispute this row
STATE STREET CORP Partly reported under another manager51,210 SH147,997 dollarsHigher by 24,700 Prior quarter: 26,510Open filing 0000093751-26-000747 Filed 2026-11-12 Dispute this row
VANGUARD FIDUCIARY TRUST CO 47,553 SH137,428 dollarsLower by 18,626 Prior quarter: 66,179Open filing 0000933478-26-000017 Filed 2026-11-13 Dispute this row
Belpointe Asset Management LLC 40,000 SH115,600 dollarsUnchanged Prior quarter: 40,000Open filing 0001721242-26-000007 Filed 2026-11-09 Dispute this row
Fortis Capital Advisors, LLC 40,000 SH115,600 dollarsUnchanged Prior quarter: 40,000Open filing 0001959790-26-000006 Filed 2026-11-09 Dispute this row
Connor, Clark Lunn Investment Management Ltd. 35,678 SH103,109 dollarsHigher by 5,671 Prior quarter: 30,007Open filing 0001596800-26-000018 Filed 2026-11-10 Dispute this row
Stonepine Capital Management, LLC 33,842 SH97,803 dollarsHigher by 3,720 Prior quarter: 30,122Open filing 0001440771-26-000027 Filed 2026-11-13 Dispute this row
MORGAN STANLEY Partly reported under another manager26,773 SH77,374 dollarsLower by 45,553 Prior quarter: 72,326Open filing 0000895421-26-000309 Filed 2026-11-13 Dispute this row
HRT FINANCIAL LP 25,560 SH73 dollarsHigher by 11,837 Prior quarter: 13,723Open filing 0001475597-26-000249 Filed 2026-11-13 Dispute this row
WealthTrust Asset Management, LLC 23,604 SH68,214 dollarsHigher by 3,188 Prior quarter: 20,416Open filing 0001867894-26-000001 Filed 2026-10-22 Dispute this row
Quadrature Capital Ltd Partly reported under another manager23,287 SH67,299 dollarsHigher by 6,760 Prior quarter: 16,527Open filing 0001651424-26-000014 Filed 2026-11-13 Dispute this row
Empowered Funds, LLC Partly reported under another manager22,500 SH65,025 dollarsNot in the prior quarter’s filings read Open filing 0001592828-26-000008 Filed 2026-11-13 Dispute this row
JANE STREET GROUP, LLC Partly reported under another manager19,594 SH56,627 dollarsNot in the prior quarter’s filings read Open filing 0001595888-26-000162 Filed 2026-11-12 Dispute this row
Squarepoint Ops LLC Partly reported under another manager18,947 SH54,757 dollarsLower by 19,828 Prior quarter: 38,775Open filing 0001642575-26-000012 Filed 2026-11-09 Dispute this row
RBF Capital, LLC 17,391 SH50,260 dollarsUnchanged Prior quarter: 17,391Open filing 0001062993-26-005971 Filed 2026-11-13 Dispute this row
DIMENSIONAL FUND ADVISORS LP Partly reported under another manager15,958 SH46,122 dollarsUnchanged Prior quarter: 15,958Open filing 0000354204-26-001096 Filed 2026-11-04 Dispute this row
NANO CAP NEW MILLENNIUM GROWTH FUND L P Partly reported under another manager14,000 SH40,460 dollarsHigher by 1,500 Prior quarter: 12,500Open filing 0001277890-26-000005 Filed 2026-11-13 Dispute this row
Independent Advisor Alliance 12,625 SH36,486 dollarsLower by 5,500 Prior quarter: 18,125Open filing 0001062993-26-005882 Filed 2026-11-10 Dispute this row
FMR LLC Partly reported under another manager7,806 SH22,559 dollarsUnchanged Prior quarter: 7,806Open filing 0000315066-26-002964 Filed 2026-11-10 Dispute this row
Nuveen, LLC Partly reported under another manager4,639 SH13,453 dollarsNot in the prior quarter’s filings read Open filing 0000930413-26-003284 Filed 2026-11-10 Dispute this row
Caitong International Asset Management Co., Ltd 1,559 SH4,506 dollarsHigher by 1,552 Prior quarter: 7Open filing 0001628280-26-068135 Filed 2026-10-29 Dispute this row
Vanguard Global Advisers, LLC 725 SH2,095 dollarsUnchanged Prior quarter: 725Open filing 0001811242-26-000017 Filed 2026-11-13 Dispute this row
Strengthening Families Communities, LLC 268 SH775 dollarsUnchanged Prior quarter: 268Open filing 0001921196-26-000006 Filed 2026-10-21 Dispute this row
JPMORGAN CHASE CO Partly reported under another manager50 SH145 dollarsUnchanged Prior quarter: 50Open filing 0000019617-26-000404 Filed 2026-11-12 Dispute this row
BNP PARIBAS FINANCIAL MARKETS Partly reported under another manager46 SH133 dollarsLower by 6 Prior quarter: 52Open filing 0001166588-26-000012 Filed 2026-11-12 Dispute this row
Steward Partners Investment Advisory, LLC 21 SH61 dollarsLower by 2,194 Prior quarter: 2,215Open filing 0001723397-26-000006 Filed 2026-11-13 Dispute this row
BARCLAYS PLC Partly reported under another manager17 SH49 dollarsLower by 286 Prior quarter: 303Open filing 0000312069-26-000241 Filed 2026-11-06 Dispute this row
HARBOUR INVESTMENTS, INC. 13 SH38 dollarsUnchanged Prior quarter: 13Open filing 0000810121-26-000006 Filed 2026-11-09 Dispute this row
SBI Securities Co., Ltd. 5 SH14 dollarsUnchanged Prior quarter: 5Open filing 0001851815-26-000004 Filed 2026-10-22 Dispute this row
CITIGROUP INC Partly reported under another manager1 SH3 dollarsNot in the prior quarter’s filings read Open filing 0000831001-26-000052 Filed 2026-11-04 Dispute this row
Managers in the prior quarter with no filing read for the latest

They may simply not have filed yet: absent from the latest quarter’s filings read is not the same as a position sold.

  • SAMSARA BIOCAPITAL, LLC 12,881,175 SH
  • RTW INVESTMENTS, LP 1,300,000 SH
  • Alyeska Investment Group, L.P. 572,687 SH
  • Ikarian Capital, LLC 360,000 SH
  • MARSHALL WACE, LLP 139,201 SH
  • ADAR1 Capital Management, LLC 100,000 SH
  • Woodline Partners LP 100,000 SH
  • CITADEL ADVISORS LLC 95,772 SH
  • BOOTHBAY FUND MANAGEMENT, LLC 92,261 SH
  • Verdad Advisers, LP 80,297 SH
  • Pale Fire Capital SE 39,626 SH
  • BRIDGEWAY CAPITAL MANAGEMENT, LLC 32,500 SH
  • Trexquant Investment LP 29,737 SH
  • NORTHERN TRUST CORP 25,839 SH
  • Velan Capital Investment Management LP 25,000 SH
  • TWO SIGMA INVESTMENTS, LP 23,847 SH
  • GOLDMAN SACHS GROUP INC 16,054 SH
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,221 SH
  • Virtu Financial LLC 10,845 SH
  • Sigma Planning Corp 10,167 SH
  • Integrated Wealth Concepts LLC 5,000 SH
  • Tower Research Capital LLC (TRC) 2,560 SH
  • Parallel Advisors, LLC 49 SH
  • ROYAL BANK OF CANADA 12 SH
  • Form 13F covers long positions in Section 13(f) securities only: no short positions and no securities outside that list.
  • A manager that has not yet filed for the latest quarter is absent, not at zero; filings are due up to 45 days after quarter end.
  • A change is the difference between two quarter-end snapshots, not a trade.
  • A position reported under another manager may also appear in that manager’s filing; rows are not added together.
  • Holdings the securities list cannot place with this company, or places ambiguously, are not shown.

5% holders (Schedule 13D and 13G)

Schedules filed in the SEC’s structured format (late 2024 onward) are read here. Earlier schedules are free text and are not read.

5% holders, newest event first, as filed
HolderPercent of classShares heldEvent dateFormSource
Coastlands Capital LP Common Stock, par value $0.0001 per share5.691,355,119.0010/19/2026 Filed 2026-10-26SCHEDULE 13GOpen filing 0001104659-26-118876 Dispute this row
Coastlands Capital Partners LP Common Stock, par value $0.0001 per share5.691,355,119.0010/19/2026 Filed 2026-10-26SCHEDULE 13GOpen filing 0001104659-26-118876 Dispute this row
Coastlands Capital GP LLC Common Stock, par value $0.0001 per share5.691,355,119.0010/19/2026 Filed 2026-10-26SCHEDULE 13GOpen filing 0001104659-26-118876 Dispute this row
Coastlands Capital LLC Common Stock, par value $0.0001 per share5.691,355,119.0010/19/2026 Filed 2026-10-26SCHEDULE 13GOpen filing 0001104659-26-118876 Dispute this row
Matthew D. Perry Common Stock, par value $0.0001 per share5.691,355,119.0010/19/2026 Filed 2026-10-26SCHEDULE 13GOpen filing 0001104659-26-118876 Dispute this row
Samsara BioCapital, L.P. Common Stock, $0.0001 par value per share44.810,657,028.0005/20/2026 Filed 2026-05-22SCHEDULE 13D/AAmendment 3Open filing 0001699737-26-000012 Dispute this row
Samsara BioCapital GP, LLC Common Stock, $0.0001 par value per share44.910,671,965.0005/20/2026 Filed 2026-05-22SCHEDULE 13D/AAmendment 3Open filing 0001699737-26-000012 Dispute this row
Samsara Opportunity Fund, L.P. Common Stock, $0.0001 par value per share9.32,224,147.0005/20/2026 Filed 2026-05-22SCHEDULE 13D/AAmendment 3Open filing 0001699737-26-000012 Dispute this row
Samsara Opportunity Fund GP, LLC Common Stock, $0.0001 par value per share9.32,224,147.0005/20/2026 Filed 2026-05-22SCHEDULE 13D/AAmendment 3Open filing 0001699737-26-000012 Dispute this row
Srinivas Akkaraju Common Stock, $0.0001 par value per share54.212,900,583.0005/20/2026 Filed 2026-05-22SCHEDULE 13D/AAmendment 3Open filing 0001699737-26-000012 Dispute this row
RTW Investments, LP Common Stock, $0.0001 par value5.71,300,000.0012/31/2025 Filed 2026-02-17SCHEDULE 13GOpen filing 0001493215-26-000038 Dispute this row
Roderick Wong Common Stock, $0.0001 par value5.71,300,000.0012/31/2025 Filed 2026-02-17SCHEDULE 13GOpen filing 0001493215-26-000038 Dispute this row
Samsara BioCapital, L.P. Common Stock, $0.0001 par value per share50.011,448,081.0012/22/2025 Filed 2025-12-22SCHEDULE 13D/AAmendment 1Open filing 0001699737-25-000032 Dispute this row
Samsara BioCapital GP, LLC Common Stock, $0.0001 par value per share50.011,448,081.0012/22/2025 Filed 2025-12-22SCHEDULE 13D/AAmendment 1Open filing 0001699737-25-000032 Dispute this row
Samsara Opportunity Fund, L.P. Common Stock, $0.0001 par value per share6.51,500,000.0012/22/2025 Filed 2025-12-22SCHEDULE 13D/AAmendment 1Open filing 0001699737-25-000032 Dispute this row
Samsara Opportunity Fund GP, LLC Common Stock, $0.0001 par value per share6.51,500,000.0012/22/2025 Filed 2025-12-22SCHEDULE 13D/AAmendment 1Open filing 0001699737-25-000032 Dispute this row
Srinivas Akkaraju Common Stock, $0.0001 par value per share56.512,953,581.0012/22/2025 Filed 2025-12-22SCHEDULE 13D/AAmendment 1Open filing 0001699737-25-000032 Dispute this row
Samsara BioCapital, L.P. Common Stock, $0.0001 par value per share47.910,968,234.0012/18/2025 Filed 2026-02-17SCHEDULE 13D/AAmendment 2Open filing 0001699737-26-000007 Dispute this row
Samsara BioCapital GP, LLC Common Stock, $0.0001 par value per share47.910,968,234.0012/18/2025 Filed 2026-02-17SCHEDULE 13D/AAmendment 2Open filing 0001699737-26-000007 Dispute this row
Samsara Opportunity Fund, L.P. Common Stock, $0.0001 par value per share8.61,979,847.0012/18/2025 Filed 2026-02-17SCHEDULE 13D/AAmendment 2Open filing 0001699737-26-000007 Dispute this row
Samsara Opportunity Fund GP, LLC Common Stock, $0.0001 par value per share8.61,979,847.0012/18/2025 Filed 2026-02-17SCHEDULE 13D/AAmendment 2Open filing 0001699737-26-000007 Dispute this row
Srinivas Akkaraju Common Stock, $0.0001 par value per share56.512,954,081.0012/18/2025 Filed 2026-02-17SCHEDULE 13D/AAmendment 2Open filing 0001699737-26-000007 Dispute this row
Invus Public Equities, L.P. Common Stock, $0.0001 par value per share1.5282,586.0006/30/2025 Filed 2025-07-29SCHEDULE 13G/AAmendment 3Open filing 0002005369-25-000004 Dispute this row
Invus Public Equities Advisors, LLC Common Stock, $0.0001 par value per share1.5282,586.0006/30/2025 Filed 2025-07-29SCHEDULE 13G/AAmendment 3Open filing 0002005369-25-000004 Dispute this row
Invus Global Management, LLC Common Stock, $0.0001 par value per share1.5282,586.0006/30/2025 Filed 2025-07-29SCHEDULE 13G/AAmendment 3Open filing 0002005369-25-000004 Dispute this row
Siren, L.L.C. Common Stock, $0.0001 par value per share1.5282,586.0006/30/2025 Filed 2025-07-29SCHEDULE 13G/AAmendment 3Open filing 0002005369-25-000004 Dispute this row
Raymond Debbane Common Stock, $0.0001 par value per share1.5282,586.0006/30/2025 Filed 2025-07-29SCHEDULE 13G/AAmendment 3Open filing 0002005369-25-000004 Dispute this row

Percent is of the class the filing names, as the holder stated it. Members of a group each report the group’s shares, so rows are not added together.

What was read

2,012,641 filings read, dated 2004-06-14 to 2026-11-13: Forms 3, 3/A, 4, 4/A, 5, 5/A.

Years can be incomplete while the archive is still being read. A year with few filings here is not a statement that few were made.

Filings read, by filing year
Filing yearFilings read
20151
2016204,322
2017202,494
2018202,048
2019193,638
2020144,184
2021224,474
202240,015
2023199,811
2024108,789
2025235,520
2026251,567

Filings made before the SEC required XML are listed, not extracted.

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