Kaltura Inc (KLTR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Gagnon Securities LLC

INCREASED

Shares4,591,798 from 3,266,999

Change+1,324,799 (+41%)

Value$5.9M (+$1.6M)

Filed 2026-11-05

Bank of New York Mellon Corp

INCREASED

Shares286,523 from 275,488

Change+11,035 (+4%)

Value$366.7K (+$8.6K)

Filed 2026-11-05

State of Wyoming

INCREASED

Shares93,856 from 83,554

Change+10,302 (+12%)

Value$120.1K (+$11.5K)

Filed 2026-10-28

MacKenzie Financial Corp

DECREASED

Shares34,763 from 42,746

Change-7,983 (-19%)

Value$44.5K (-$11.1K)

Filed 2026-11-02

Marathon Capital Management

INCREASED

Shares17,500 from 15,000

Change+2,500 (+17%)

Value$22.4K (+$2.9K)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares16,687 from 26,058

Change-9,371 (-36%)

Value$21.8K (-$11.6K)

Filed 2026-10-13

Abel Hall, LLC

DECREASED

Shares16,512 from 42,668

Change-26,156 (-61%)

Value$21.1K (-$34.3K)

Filed 2026-10-19

Nisa Investment Advisors, LLC

UNCHANGED

Shares12,271 from 12,271

Change0 (0%)

Value$15.7K (-$245)

Filed 2026-10-20

ProShare Advisors LLC

DECREASED

Shares11,489 from 11,981

Change-492 (-4%)

Value$14.7K (-$869)

Filed 2026-10-29

Principal Financial Group Inc

NEW

Shares11,171

Change+11,171

Value$14.3K

Filed 2026-11-02

Citigroup Inc

DECREASED

Shares6,231 from 45,790

Change-39,559 (-86%)

Value$8.0K (-$51.6K)

Filed 2026-11-04

Sterling Capital Management LLC

INCREASED

Shares3,001 from 321

Change+2,680 (+835%)

Value$3.8K (+$3.4K)

Filed 2026-10-22

Caitong International Asset Management Co., Ltd

INCREASED

Shares2,076 from 19

Change+2,057 (+10826%)

Value$2.7K (+$2.6K)

Filed 2026-10-29

Simplex Trading, LLC

NEW

Shares1,410

Change+1,410

Value$1.8K

Filed 2026-11-04

EverSource Wealth Advisors, LLC

DECREASED

Shares1,167 from 1,642

Change-475 (-29%)

Value$1.5K (-$641)

Filed 2026-11-04

Essential Partners LLC

DECREASED

Shares641 from 949

Change-308 (-32%)

Value$820 (-$414)

Filed 2026-10-14

Gamma Investing LLC

DECREASED

Shares392 from 691

Change-299 (-43%)

Value$502 (-$396)

Filed 2026-10-08

True Wealth Design, LLC

DECREASED

Shares165 from 356

Change-191 (-54%)

Value$212 (-$251)

Filed 2026-10-13

SJS Investment Consulting Inc.

INCREASED

Shares158 from 31

Change+127 (+410%)

Value$203 (+$162)

Filed 2026-10-26

Farther Finance Advisors, LLC

DECREASED

Shares152 from 302

Change-150 (-50%)

Value$195 (-$196)

Filed 2026-10-08

Fortitude Family Office, LLC

DECREASED

Shares104 from 108

Change-4 (-4%)

Value$133 (-$7)

Filed 2026-10-14

Provenance Wealth Advisors, LLC

NEW

Shares74

Change+74

Value$95

Filed 2026-10-30

IFP Advisors, Inc

DECREASED

Shares63 from 87

Change-24 (-28%)

Value$81 (-$32)

Filed 2026-10-16

Sapphire Ventures, L.P.

N/A

Shares— from 7,980,295

Change-7,980,295 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 5,993,468

Change-5,993,468 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,758,823

Change-3,758,823 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 2,294,375

Change-2,294,375 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 2,250,085

Change-2,250,085 (-100%)

Value—

S Squared Technology, LLC

N/A

Shares— from 1,942,804

Change-1,942,804 (-100%)

Value—

State Street Corp

N/A

Shares— from 1,613,021

Change-1,613,021 (-100%)

Value—

Gagnon Advisors, LLC

N/A

Shares— from 1,413,010

Change-1,413,010 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 1,270,513

Change-1,270,513 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 876,977

Change-876,977 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 868,515

Change-868,515 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 726,090

Change-726,090 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 724,308

Change-724,308 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 707,200

Change-707,200 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 623,190

Change-623,190 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 615,505

Change-615,505 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 551,235

Change-551,235 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 519,673

Change-519,673 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 518,797

Change-518,797 (-100%)

Value—

Maniro Ltd

N/A

Shares— from 454,432

Change-454,432 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 349,800

Change-349,800 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 331,017

Change-331,017 (-100%)

Value—

Tocqueville Asset Management L.P.

N/A

Shares— from 278,988

Change-278,988 (-100%)

Value—

UBS Group AG

N/A

Shares— from 208,542

Change-208,542 (-100%)

Value—

Boston Partners

N/A

Shares— from 205,746

Change-205,746 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 160,400

Change-160,400 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 157,272

Change-157,272 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 151,315

Change-151,315 (-100%)

Value—

Barclays PLC

N/A

Shares— from 118,817

Change-118,817 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 117,047

Change-117,047 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 97,669

Change-97,669 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 96,705

Change-96,705 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 87,207

Change-87,207 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 83,468

Change-83,468 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 80,485

Change-80,485 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 74,996

Change-74,996 (-100%)

Value—

Deutsche Bank Ag\

N/A

Shares— from 72,501

Change-72,501 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 60,252

Change-60,252 (-100%)

Value—

Intrepid Family Office LLC

N/A

Shares— from 53,100

Change-53,100 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 51,599

Change-51,599 (-100%)

Value—

FMR LLC

N/A

Shares— from 50,067

Change-50,067 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 49,704

Change-49,704 (-100%)

Value—

Panagora Asset Management Inc

N/A

Shares— from 45,164

Change-45,164 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 42,590

Change-42,590 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 42,133

Change-42,133 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 38,895

Change-38,895 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 35,693

Change-35,693 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 35,542

Change-35,542 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 32,769

Change-32,769 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 30,404

Change-30,404 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 29,218

Change-29,218 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 27,018

Change-27,018 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 24,379

Change-24,379 (-100%)

Value—

Intech Investment Management LLC

N/A

Shares— from 23,895

Change-23,895 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 23,317

Change-23,317 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 21,881

Change-21,881 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 21,094

Change-21,094 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 20,499

Change-20,499 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 17,572

Change-17,572 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 17,213

Change-17,213 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 16,891

Change-16,891 (-100%)

Value—

Verdad Advisers, LP

N/A

Shares— from 14,234

Change-14,234 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 13,988

Change-13,988 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 12,700

Change-12,700 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 12,188

Change-12,188 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 8,271

Change-8,271 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 7,443

Change-7,443 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 6,855

Change-6,855 (-100%)

Value—

Federated Hermes, Inc.

N/A

Shares— from 3,832

Change-3,832 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 1,855

Change-1,855 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,500

Change-1,500 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 1,107

Change-1,107 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 673

Change-673 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 467

Change-467 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 38

Change-38 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 35

Change-35 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Gagnon Securities LLC	INCREASED	4,591,798	3,266,999	+1,324,799	+41%	$4.2M	$5.9M	+$1.6M	2026-11-05
Bank of New York Mellon Corp	INCREASED	286,523	275,488	+11,035	+4%	$358.1K	$366.7K	+$8.6K	2026-11-05
State of Wyoming	INCREASED	93,856	83,554	+10,302	+12%	$108.6K	$120.1K	+$11.5K	2026-10-28
MacKenzie Financial Corp	DECREASED	34,763	42,746	-7,983	-19%	$55.6K	$44.5K	-$11.1K	2026-11-02
Marathon Capital Management	INCREASED	17,500	15,000	+2,500	+17%	$19.5K	$22.4K	+$2.9K	2026-10-23
Wealth Enhancement Advisory Services, LLC	DECREASED	16,687	26,058	-9,371	-36%	$33.4K	$21.8K	-$11.6K	2026-10-13
Abel Hall, LLC	DECREASED	16,512	42,668	-26,156	-61%	$55.5K	$21.1K	-$34.3K	2026-10-19
Nisa Investment Advisors, LLC	UNCHANGED	12,271	12,271	0	0%	$16.0K	$15.7K	-$245	2026-10-20
ProShare Advisors LLC	DECREASED	11,489	11,981	-492	-4%	$15.6K	$14.7K	-$869	2026-10-29
Principal Financial Group Inc	NEW	11,171	—	+11,171	—	—	$14.3K	—	2026-11-02
Citigroup Inc	DECREASED	6,231	45,790	-39,559	-86%	$59.5K	$8.0K	-$51.6K	2026-11-04
Sterling Capital Management LLC	INCREASED	3,001	321	+2,680	+835%	$417	$3.8K	+$3.4K	2026-10-22
Caitong International Asset Management Co., Ltd	INCREASED	2,076	19	+2,057	+10826%	$25	$2.7K	+$2.6K	2026-10-29
Simplex Trading, LLC	NEW	1,410	—	+1,410	—	—	$1.8K	—	2026-11-04
EverSource Wealth Advisors, LLC	DECREASED	1,167	1,642	-475	-29%	$2.1K	$1.5K	-$641	2026-11-04
Essential Partners LLC	DECREASED	641	949	-308	-32%	$1.2K	$820	-$414	2026-10-14
Gamma Investing LLC	DECREASED	392	691	-299	-43%	$898	$502	-$396	2026-10-08
True Wealth Design, LLC	DECREASED	165	356	-191	-54%	$463	$212	-$251	2026-10-13
SJS Investment Consulting Inc.	INCREASED	158	31	+127	+410%	$41	$203	+$162	2026-10-26
Farther Finance Advisors, LLC	DECREASED	152	302	-150	-50%	$391	$195	-$196	2026-10-08
Fortitude Family Office, LLC	DECREASED	104	108	-4	-4%	$140	$133	-$7	2026-10-14
Provenance Wealth Advisors, LLC	NEW	74	—	+74	—	—	$95	—	2026-10-30
IFP Advisors, Inc	DECREASED	63	87	-24	-28%	$113	$81	-$32	2026-10-16
Sapphire Ventures, L.P.	N/A	—	7,980,295	-7,980,295	-100%	$10.4M	—	—	—
BlackRock, Inc.	N/A	—	5,993,468	-5,993,468	-100%	$7.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,758,823	-3,758,823	-100%	$4.9M	—	—	—
Geode Capital Management, LLC	N/A	—	2,294,375	-2,294,375	-100%	$3.0M	—	—	—
Acadian Asset Management LLC	N/A	—	2,250,085	-2,250,085	-100%	$2.9M	—	—	—
S Squared Technology, LLC	N/A	—	1,942,804	-1,942,804	-100%	$2.5M	—	—	—
State Street Corp	N/A	—	1,613,021	-1,613,021	-100%	$2.1M	—	—	—
Gagnon Advisors, LLC	N/A	—	1,413,010	-1,413,010	-100%	$1.8M	—	—	—
Russell Investments Group, Ltd.	N/A	—	1,270,513	-1,270,513	-100%	$1.7M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	876,977	-876,977	-100%	$1.1M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	868,515	-868,515	-100%	$1.1M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	726,090	-726,090	-100%	$943.9K	—	—	—
Northern Trust Corp	N/A	—	724,308	-724,308	-100%	$941.6K	—	—	—
Renaissance Technologies LLC	N/A	—	707,200	-707,200	-100%	$919.4K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	623,190	-623,190	-100%	$810.1K	—	—	—
AQR Capital Management LLC	N/A	—	615,505	-615,505	-100%	$800.2K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	551,235	-551,235	-100%	$716.6K	—	—	—
Globeflex Capital L P	N/A	—	519,673	-519,673	-100%	$675.6K	—	—	—
Morgan Stanley	N/A	—	518,797	-518,797	-100%	$674.4K	—	—	—
Maniro Ltd	N/A	—	454,432	-454,432	-100%	$590.8K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	349,800	-349,800	-100%	$454.7K	—	—	—
Arax Advisory Partners	N/A	—	331,017	-331,017	-100%	$430.3K	—	—	—
Tocqueville Asset Management L.P.	N/A	—	278,988	-278,988	-100%	$362.7K	—	—	—
UBS Group AG	N/A	—	208,542	-208,542	-100%	$271.1K	—	—	—
Boston Partners	N/A	—	205,746	-205,746	-100%	$267.5K	—	—	—
Goldman Sachs Group Inc	N/A	—	160,400	-160,400	-100%	$208.5K	—	—	—
Squarepoint Ops LLC	N/A	—	157,272	-157,272	-100%	$204.5K	—	—	—
Bank of America Corp	N/A	—	151,315	-151,315	-100%	$196.7K	—	—	—
Barclays PLC	N/A	—	118,817	-118,817	-100%	$154.5K	—	—	—
Nuveen, LLC	N/A	—	117,047	-117,047	-100%	$152.2K	—	—	—
Teton Advisors, LLC	N/A	—	100,000	-100,000	-100%	$130.0K	—	—	—
Millennium Management LLC	N/A	—	97,669	-97,669	-100%	$127.0K	—	—	—
IEQ Capital, LLC	N/A	—	96,705	-96,705	-100%	$125.7K	—	—	—
Lazard Asset Management LLC	N/A	—	87,207	-87,207	-100%	$113.4K	—	—	—
Wells Fargo & Company	N/A	—	83,468	-83,468	-100%	$108.5K	—	—	—
Citadel Advisors LLC	N/A	—	80,485	-80,485	-100%	$104.6K	—	—	—
Price T Rowe Associates Inc	N/A	—	74,996	-74,996	-100%	$98.0K	—	—	—
Deutsche Bank Ag\	N/A	—	72,501	-72,501	-100%	$94.3K	—	—	—
Rhumbline Advisers	N/A	—	60,252	-60,252	-100%	$78.3K	—	—	—
Intrepid Family Office LLC	N/A	—	53,100	-53,100	-100%	$69.0K	—	—	—
JPMorgan Chase & Co	N/A	—	51,599	-51,599	-100%	$65.0K	—	—	—
FMR LLC	N/A	—	50,067	-50,067	-100%	$65.1K	—	—	—
First Manhattan Co. Llc.	N/A	—	50,000	-50,000	-100%	$65.0K	—	—	—
Invesco Ltd.	N/A	—	49,704	-49,704	-100%	$64.6K	—	—	—
Panagora Asset Management Inc	N/A	—	45,164	-45,164	-100%	$58.7K	—	—	—
Alliancebernstein L.P.	N/A	—	42,590	-42,590	-100%	$52.0K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	42,133	-42,133	-100%	$54.8K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	38,895	-38,895	-100%	$50.6K	—	—	—
HSBC Holdings PLC	N/A	—	35,693	-35,693	-100%	$45.9K	—	—	—
New York State Common Retirement Fund	N/A	—	35,542	-35,542	-100%	$46.2K	—	—	—
Mariner, LLC	N/A	—	32,769	-32,769	-100%	$42.6K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	30,404	-30,404	-100%	$39.5K	—	—	—
Cerity Partners LLC	N/A	—	29,218	-29,218	-100%	$38.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	27,018	-27,018	-100%	$35.1K	—	—	—
Franklin Resources Inc	N/A	—	24,379	-24,379	-100%	$31.7K	—	—	—
Intech Investment Management LLC	N/A	—	23,895	-23,895	-100%	$31.1K	—	—	—
SEI Investments Co	N/A	—	23,317	-23,317	-100%	$30.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	21,881	-21,881	-100%	$28.4K	—	—	—
Virtu Financial LLC	N/A	—	21,094	-21,094	-100%	$27	—	—	—
Mercer Global Advisors Inc	N/A	—	20,499	-20,499	-100%	$26.6K	—	—	—
Two Sigma Investments, LP	N/A	—	17,572	-17,572	-100%	$22.8K	—	—	—
XTX Topco Ltd	N/A	—	17,213	-17,213	-100%	$22.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	16,891	-16,891	-100%	$22.0K	—	—	—
Verdad Advisers, LP	N/A	—	14,234	-14,234	-100%	$18.5K	—	—	—
Captrust Financial Advisors	N/A	—	13,988	-13,988	-100%	$18.2K	—	—	—
Prudential Financial Inc	N/A	—	12,700	-12,700	-100%	$16.5K	—	—	—
Royal Bank of Canada	N/A	—	12,188	-12,188	-100%	$16.0K	—	—	—
Optiver Holding B.V.	N/A	—	8,271	-8,271	-100%	$10.8K	—	—	—
Legal & General Group Plc	N/A	—	7,443	-7,443	-100%	$9.7K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	6,855	-6,855	-100%	$8.9K	—	—	—
Federated Hermes, Inc.	N/A	—	3,832	-3,832	-100%	$5.0K	—	—	—
Allworth Financial LP	N/A	—	1,855	-1,855	-100%	$2.4K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,500	-1,500	-100%	$2.0K	—	—	—
California State Teachers Retirement System	N/A	—	1,107	-1,107	-100%	$1.4K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	673	-673	-100%	$875	—	—	—
Rothschild Investment LLC	N/A	—	467	-467	-100%	$607	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	38	-38	-100%	$49	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	35	-35	-100%	$46	—	—	—
Clearstead Advisors, LLC	N/A	—	4	-4	-100%	$6	—	—	—
JPL Wealth Management, LLC	N/A	—	3	-3	-100%	$4	—	—	—

Showing 103 of 103 institutions