KLRSNasdaqBiological Products, (No Diagnostic Substances)Fiscal year ends December 31
Kalaris Therapeutics, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$1.91−0.09 (-4.50%)
Close on Oct 19, 2026
- Market cap
- $45.45M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
75.8%
18M of 24M shares
Institutional holders
57
10 new, 11 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
2 buys · 1 sales
Net bought $6.17M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Mr. Amaury Wittouck | 6,597,167 | 5.80% | 13G (passive) amendment | Dec 31, 2023 |
| Oleg Nodelman | 408,688 | 8.10% | 13G (passive) amendment | Dec 31, 2024 |
| Roderick Wong | 1,300,000 | 5.70% | 13G (passive) | Dec 31, 2025 |
| Srinivas Akkaraju | 12,900,583 | 54.20% | 13D (active) amendment | May 20, 2026 |
| Samsara BioCapital, L.P. | 11,448,081 | 61.20% | 13D (active) | Mar 18, 2025 |
| Octagon Investments Master Fund LP | 11,202,000 | 9.70% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KLRS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Samsara BioCapital, LLC | 12,881,175 | 54.11% | $52.43M | −66,906 | 4.31% |
| Rtw Investments, LP | 1,300,000 | 5.46% | $5.29M | – | 0.05% |
| Alyeska Investment Group, L.P. | 572,687 | 2.41% | $2.33M | – | 0.01% |
| Siren, L.L.C. | 435,798 | 1.83% | $1.77M | – | 0.04% |
| Vanguard Capital Management LLC | 398,712 | 1.67% | $1.62M | +143,364 | 0.00% |
| Ikarian Capital, LLC | 360,000 | 1.51% | $1.47M | – | 0.16% |
| UBS Group AG | 262,131 | 1.10% | $1.07M | +255,947 | 0.00% |
| Renaissance Technologies LLC | 149,351 | 0.63% | $607.86K | +83,200 | 0.00% |
| Marshall Wace, Llp | 139,201 | 0.58% | $566.55K | +71,322 | 0.00% |
| Geode Capital Management, LLC | 114,037 | 0.48% | $464.29K | +26,492 | 0.00% |
| Woodline Partners LP | 100,000 | 0.42% | $407.00K | – | 0.00% |
| ADAR1 Capital Management, LLC | 100,000 | 0.42% | $407.00K | – | 0.02% |
| WHI TRUST Co LLC | 97,493 | 0.41% | $396.80K | – | 0.26% |
| Raymond James Financial Inc | 97,164 | 0.41% | $395.46K | −21,723 | 0.00% |
| Citadel Advisors LLC | 95,772 | 0.40% | $389.79K | New | 0.00% |
| Boothbay Fund Management, LLC | 92,261 | 0.39% | $375.50K | – | 0.00% |
| Verdad Advisers, LP | 80,297 | 0.34% | $326.81K | New | 0.31% |
| Morgan Stanley | 72,326 | 0.30% | $294.37K | +33,982 | 0.00% |
| Vanguard Fiduciary Trust Co | 66,179 | 0.28% | $269.35K | +29,462 | 0.00% |
| BlackRock, Inc. | 54,442 | 0.23% | $221.58K | +18,399 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 57 | 18M | 75.8% | 10 / 18 | 9 / 11 | 1M | 2M |
| Q1 2026 | 58 | 19M | 78.6% | 15 / 17 | 7 / 7 | 1M | 0M |
| Q4 2025 | 51 | 18M | 75.7% | 24 / 11 | 8 / 5 | 5M | 1M |
| Q3 2025 | 32 | 13M | 55.5% | 8 / 10 | 6 / 6 | 1M | 1M |
| Q2 2025 | 30 | 13M | 56.1% | 4 / 9 | 7 / 6 | 0M | 1M |
| Q1 2025 | 32 | 14M | 58.3% | 32 / 0 | 0 / 0 | 14M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KLRS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 255,337 | 1.07% | $1.04M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 137,373 | 0.58% | $559.11K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 34,574 | 0.15% | $182.20K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 32,500 | 0.14% | $132.28K | 0.09% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 25,924 | 0.11% | $105.51K | 0.01% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 16,829 | 0.07% | $88.69K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 9,885 | 0.04% | $52.09K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 9,575 | 0.04% | $50.46K | 0.00% | May 31, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 8,020 | 0.03% | $32.64K | 0.00% | Jun 30, 2026 |
| VIP Disciplined Small Cap Portfolio | 7,806 | 0.03% | $31.77K | 0.00% | Jun 30, 2026 |
| Vanguard Balanced Index Fund | 6,002 | 0.03% | $24.43K | 0.00% | Jun 30, 2026 |
| Dimensional US Core Equity 1 ETF | 3,296 | 0.01% | $11.57K | 0.00% | Jul 31, 2026 |
| U.S. Vector Equity Portfolio | 2,750 | 0.01% | $9.65K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 2,614 | 0.01% | $9.18K | 0.00% | Jul 31, 2026 |
| 1290 VT Micro Cap Portfolio | 1,725 | 0.01% | $7.02K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Andrew Oxtoby | See Remarks, Director | – | – | Mar 20, 2026 |
| Vikas Sinha | See Remarks, Director, 10% owner | 774,118 | 3.25% | Feb 24, 2025 |
| Diana Brainard | Chief Executive Officer, Director | 723,363 | 3.04% | Nov 20, 2024 |
| Amy O'Leary Vandekop | VP, Corporate Controller | 948 | 0.00% | Aug 28, 2026 |
| Liisa Ann Bayko | Chief Financial Officer | – | – | Jul 20, 2026 |
| Brett R. Hagen | Chief Accounting Officer | 0 | – | Mar 23, 2026 |
| Matthew Gall | Chief Financial Officer | – | – | Mar 20, 2026 |
| Matthew Feinsod | Chief Medical Officer | 4,030 | 0.02% | Mar 20, 2026 |
| Edward Miller | General Counsel | 21,575 | 0.09% | Feb 24, 2025 |
| Laurie Keating | Director | – | – | Aug 3, 2026 |
| Leone D. Patterson | Director | – | – | Jun 4, 2026 |
| Morana Jovan-Embiricos | Director | 26,603,054 | 111.75% | Jun 4, 2026 |
| Napoleone Ferrara | Director | 504,000 | 2.12% | Jun 4, 2026 |
| Anthony P. Adamis | Director | – | – | Jun 4, 2026 |
| Srinivas Akkaraju | Director | 12,948,081 | 54.39% | Jun 4, 2026 |
| David Hallal | Director | 19,677,546 | 82.66% | Jun 4, 2026 |
| Michael Dybbs | Director | – | – | Jun 4, 2026 |
| Samir Chandrakant Patel | Director | 352,800 | 1.48% | Apr 11, 2025 |
| Samsara Opportunity Fund, L.P. | 10% owner | 12,948,081 | 54.39% | May 22, 2026 |
| Samsara BioCapital, L.P. | 10% owner | 12,915,520 | 54.26% | May 22, 2026 |
| Samsara Opportunity Fund GP, LLC | 10% owner | – | – | May 22, 2026 |
| Samsara BioCapital GP, LLC | 10% owner | 11,448,081 | 48.09% | May 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Samsara BioCapital, L.P. 10% owner | May 20, 2026 | Other | +14,937 | – | – | 14,937 |
| Samsara BioCapital, L.P. 10% owner | May 20, 2026 | Buy | +244,300 | $4.83 | $1.18M | 2,224,147 |
| Samsara BioCapital, L.P. 10% owner | May 20, 2026 | Other | −66,906 | – | – | 10,657,028 |
| Samsara BioCapital, L.P. 10% owner | May 20, 2026 | Other | +4,471 | – | – | 19,408 |
| Brett R. Hagen Chief Accounting Officer | Mar 20, 2026 | Sale | −1,915 | $6.72 | $12.87K | 0 |
| Srinivas Akkaraju Director, 10% owner | Dec 22, 2025 | Award | +1,500,000 | $10.00 | $15.00M | 1,500,000 |
| Samsara Opportunity Fund, L.P. 10% owner | Dec 18, 2025 | Buy | +479,847 | $10.42 | $5.00M | 1,979,847 |
| Brett R. Hagen Chief Accounting Officer | Mar 26, 2025 | Sale | −907 | $8.97 | $8.14K | 1,925 |
| Napoleone Ferrara Director | Mar 18, 2025 | Award | +504,000 | – | – | 504,000 |
| Samir Chandrakant Patel Director | Mar 18, 2025 | Award | +252,000 | – | – | 252,000 |
| Samir Chandrakant Patel Director | Mar 18, 2025 | Award | +100,800 | – | – | 100,800 |
| Matthew Feinsod Chief Medical Officer | Mar 18, 2025 | Award | +4,030 | – | – | 4,030 |
| Srinivas Akkaraju Director, 10% owner | Mar 18, 2025 | Award | +11,444,503 | – | – | 11,444,503 |
| Brett R. Hagen Chief Accounting Officer | Feb 21, 2025 | Sale | −96 | $10.08 | $968 | 2,832 |
| Vikas Sinha See Remarks, Director, 10% owner | Feb 21, 2025 | Sale | −303 | $10.08 | $3.05K | 49,129 |
| Edward Miller General Counsel | Feb 21, 2025 | Sale | −106 | $10.08 | $1.07K | 6,517 |
| Vikas Sinha See Remarks, Director, 10% owner | Jan 23, 2025 | Sale | −116 | $9.45 | $1.10K | 49,445 |
| Vikas Sinha See Remarks, Director, 10% owner | Jan 23, 2025 | Sale | −13 | $9.94 | $129 | 49,432 |
| Brett R. Hagen Chief Accounting Officer | Jan 23, 2025 | Sale | −32 | $9.45 | $302 | 2,932 |
| Brett R. Hagen Chief Accounting Officer | Jan 23, 2025 | Sale | −4 | $9.94 | $40 | 2,928 |
| Edward Miller General Counsel | Jan 23, 2025 | Sale | −5 | $9.94 | $50 | 6,623 |
| Edward Miller General Counsel | Jan 23, 2025 | Sale | −47 | $9.45 | $444 | 6,628 |
| Vikas Sinha See Remarks, Director, 10% owner | Jan 10, 2025 | Sale | −979 | $0.44 | $431 | 1,139,915 |
| Edward Miller General Counsel | Jan 10, 2025 | Sale | −409 | $0.44 | $180 | 153,541 |
| Brett R. Hagen Chief Accounting Officer | Jan 10, 2025 | Sale | −332 | $0.44 | $146 | 68,174 |
| Edward Miller General Counsel | Dec 11, 2024 | Gift | −57,549 | – | – | 153,950 |
| Edward Miller General Counsel | Dec 11, 2024 | Gift | +57,549 | – | – | 346,348 |
| Diana Brainard Chief Executive Officer, Director | Nov 19, 2024 | Sale | −8,706 | $0.55 | $4.79K | 723,363 |
| Brett R. Hagen Chief Accounting Officer | Nov 19, 2024 | Sale | −554 | $0.55 | $305 | 68,506 |
| Vikas Sinha See Remarks, Director, 10% owner | Nov 19, 2024 | Sale | −3,186 | $0.55 | $1.75K | 1,140,894 |
| Edward Miller General Counsel | Nov 19, 2024 | Sale | −432 | $0.55 | $238 | 211,499 |
| Vikas Sinha See Remarks, Director, 10% owner | Nov 5, 2024 | Sale | −5,136 | $0.86 | $4.42K | 1,144,080 |
| Brett R. Hagen Chief Accounting Officer | Nov 5, 2024 | Sale | −1,655 | $0.86 | $1.42K | 69,060 |
| Edward Miller General Counsel | Nov 5, 2024 | Sale | −2,272 | $0.86 | $1.95K | 211,931 |
| Diana Brainard Chief Executive Officer, Director | Nov 5, 2024 | Sale | −10,609 | $0.86 | $9.12K | 732,069 |
| Vikas Sinha See Remarks, Director, 10% owner | Oct 22, 2024 | Sale | −1,882 | $0.77 | $1.45K | 1,149,216 |
| Edward Miller General Counsel | Oct 22, 2024 | Sale | −766 | $0.77 | $590 | 214,203 |
| Brett R. Hagen Chief Accounting Officer | Oct 22, 2024 | Sale | −486 | $0.77 | $374 | 70,715 |
| Diana Brainard Chief Executive Officer, Director | Oct 21, 2024 | Sale | −9,752 | $0.78 | $7.61K | 742,678 |
| Vikas Sinha See Remarks, Director, 10% owner | Oct 21, 2024 | Sale | −1,546 | $0.78 | $1.21K | 1,151,098 |
| Edward Miller General Counsel | Oct 21, 2024 | Sale | −635 | $0.78 | $495 | 214,969 |
| Brett R. Hagen Chief Accounting Officer | Oct 21, 2024 | Sale | −479 | $0.78 | $374 | 71,201 |
| Diana Brainard Chief Executive Officer, Director | Oct 3, 2024 | Sale | −1,493 | $0.81 | $1.21K | 752,430 |
| Brett R. Hagen Chief Accounting Officer | Oct 3, 2024 | Sale | −301 | $0.81 | $244 | 71,680 |
| Edward Miller General Counsel | Oct 3, 2024 | Sale | −377 | $0.81 | $305 | 215,604 |
| Vikas Sinha See Remarks, Director, 10% owner | Oct 3, 2024 | Sale | −940 | $0.81 | $761 | 1,152,644 |
| Diana Brainard Chief Executive Officer, Director | Aug 20, 2024 | Sale | −5,390 | $0.74 | $3.99K | 753,923 |
| Brett R. Hagen Chief Accounting Officer | Aug 19, 2024 | Sale | −544 | $0.76 | $413 | 71,981 |
| Edward Miller General Counsel | Aug 19, 2024 | Sale | −422 | $0.76 | $321 | 215,981 |
| Vikas Sinha See Remarks, Director, 10% owner | Aug 19, 2024 | Sale | −3,159 | $0.76 | $2.40K | 1,153,584 |
| Diana Brainard Chief Executive Officer, Director | Aug 19, 2024 | Sale | −3,091 | $0.76 | $2.35K | 759,313 |
| Brett R. Hagen Chief Accounting Officer | Aug 5, 2024 | Sale | −1,692 | $0.73 | $1.24K | 72,525 |
| Vikas Sinha See Remarks, Director, 10% owner | Aug 5, 2024 | Sale | −5,251 | $0.73 | $3.83K | 1,156,743 |
| Edward Miller General Counsel | Aug 5, 2024 | Sale | −2,323 | $0.73 | $1.70K | 216,403 |
| Diana Brainard Chief Executive Officer, Director | Aug 5, 2024 | Sale | −10,847 | $0.73 | $7.92K | 762,404 |
| Edward Miller General Counsel | Jul 22, 2024 | Sale | −757 | $0.74 | $560 | 218,726 |
| Vikas Sinha See Remarks, Director, 10% owner | Jul 22, 2024 | Sale | −1,858 | $0.74 | $1.37K | 1,161,994 |
| Brett R. Hagen Chief Accounting Officer | Jul 22, 2024 | Sale | −481 | $0.74 | $356 | 74,217 |
| Edward Miller General Counsel | Jul 19, 2024 | Sale | −634 | $0.75 | $476 | 219,483 |
| Diana Brainard Chief Executive Officer, Director | Jul 19, 2024 | Sale | −9,731 | $0.75 | $7.30K | 773,251 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| R. R. Hagen Brett Officer | Mar 20, 2026 | 1,915 | $12.87K | Mar 20, 2026 | Restricted stock vesting under a registered plan |
| Edward Miller Officer | Feb 24, 2025 | 289 | $1.07K | Feb 21, 2025 | Restricted Stock |
| Vikas Sinha Owner, Officer, Director | Feb 24, 2025 | 709 | $3.05K | Feb 21, 2025 | Restricted Stock |
| Brett R. Hagen Officer | Feb 24, 2025 | 96 | $967 | Feb 21, 2025 | Restricted Stock |
| Edward Miller Officer | Jan 24, 2025 | 52 | $495 | Jan 23, 2025 | Restricted Stock |
| Brett R. Hagen Officer | Jan 24, 2025 | 36 | $341 | Jan 23, 2025 | Restricted Stock |
| Vikas Sinha Owner, Officer, Director | Jan 24, 2025 | 129 | $1.23K | Jan 23, 2025 | Restricted Stock |
| Brett R. Hagen Officer | Jan 10, 2025 | 332 | $146 | Jan 10, 2025 | Restricted Stock |
| Edward Miller Officer | Jan 10, 2025 | 409 | $180 | Jan 10, 2025 | Restricted Stock |
| Vikas Sinha Owner, Officer, Director | Jan 10, 2025 | 979 | $431 | Jan 10, 2025 | Restricted Stock |
| Brett R. Hagen Officer | Nov 19, 2024 | 554 | $302 | Nov 19, 2024 | Restricted Stock |
| Edward Miller Officer | Nov 19, 2024 | 432 | $235 | Nov 19, 2024 | Restricted Stock |
| Diana Brainard Officer, Director | Nov 19, 2024 | 8,706 | $4.76K | Nov 19, 2024 | Restricted Stock |
| Vikas Sinha Owner, Officer, Director | Nov 19, 2024 | 3,186 | $1.74K | Nov 19, 2024 | Restricted Stock |
| Edward Miller Officer | Nov 5, 2024 | 2,272 | $1.97K | Nov 5, 2024 | Restricted Stock |