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Clearstead Advisors’s Kaltura KLTR Stock Holding History

Clearstead Advisors’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
Q2 		$6 Buy
+4
New +$5 ﹤0.01% 3641
2026
Q1 		– Sell
-1
Closed -$2 – 2574
2025
Q4 		$2 Hold
1
– – ﹤0.01% 2734
2025
Q3 		$2 Buy
+1
New +$2 ﹤0.01% 3080

Other funds holding KLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's KLTR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Kaltura (KLTR) in Q2 2026: 4 shares worth $6. The stake represents ﹤0.01% of the portfolio and ranks #3641 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in KLTR as recently as Q4 2025.

Clearstead Advisors first reported a position in KLTR in Q3 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold KLTR as of Q2 2026.

  • Clearstead Advisors held 4 shares of Kaltura worth $6 as of Q2 2026.
  • Kaltura was a new Clearstead Advisors position in Q2 2026.
  • Kaltura made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3641 holding.
  • Clearstead Advisors first reported a position in Kaltura in Q3 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held Kaltura as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.