Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Kaltura KLTR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KLTR Stock Details KLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.9K Buy
22,076
+14,910
+208% +$21.2K ﹤0.01% 4244
2025
Q4 		$12K Buy
7,166
+3,297
+85% +$5.21K ﹤0.01% 4460
2025
Q3 		$6K Buy
3,869
+146
+4% +$246 ﹤0.01% 4682
2025
Q2 		$7K Buy
3,723
+926
+33% +$1.92K ﹤0.01% 4459
2025
Q1 		$5K Buy
2,797
+1,861
+199% +$4.16K ﹤0.01% 4460
2024
Q4 		$2K Buy
936
+299
+47% +$546 ﹤0.01% 4556
2024
Q3 		$1K Sell
637
-33
-5% -$41 ﹤0.01% 4614
2024
Q2 		$1K Buy
670
+654
+4,088% +$788 ﹤0.01% 4405
2024
Q1 		$0 Buy
+16
New +$25 ﹤0.01% 4530

Other funds holding KLTR

SV
Sapphire Ventures Austin, Texas $99.4M AUM 23.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KLTR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Kaltura (KLTR) stake by 208% in Q1 2026, buying an estimated $21.2K and bringing the position to 22,076 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4244.

Carson Wealth (CWM LLC) first reported a position in KLTR in Q1 2024 and has held it in 9 quarters since. 98 funds tracked by Wall St. Rank hold KLTR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,076 shares of Kaltura worth $26.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 14,910 Kaltura shares in Q1 2026, an estimated $21.2K.
  • Kaltura made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4244 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kaltura in Q1 2024 and has held it in 9 quarters since.
  • 98 funds tracked by Wall St. Rank held Kaltura as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.