IFP Advisors
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IFP Advisors’s Kaltura KLTR Stock Holding History

IFP 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
Q3 		$81 Sell
63
-24
-28% -$35 ﹤0.01% 5007
2026
Q2 		$113 Buy
87
+23
+36% +$31 ﹤0.01% 4946
2026
Q1 		$78 Sell
64
-74
-54% -$105 ﹤0.01% 4776
2025
Q4 		$226 Buy
138
+42
+44% +$66 ﹤0.01% 4456
2025
Q3 		$138 Buy
+96
New +$162 ﹤0.01% 4476

Other funds holding KLTR

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors's KLTR Position: Q3 2026 in Review

IFP Advisors reduced its Kaltura (KLTR) stake by 28% in Q3 2026, selling an estimated $35 and leaving 63 shares worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #5007.

IFP Advisors first reported a position in KLTR in Q3 2025 and has held it in 5 quarters since. The position peaked at $226 in Q4 2025. 12 funds tracked by Wall St. Rank hold KLTR as of Q3 2026.

  • IFP Advisors held 63 shares of Kaltura worth $81 as of Q3 2026.
  • IFP Advisors sold 24 Kaltura shares in Q3 2026, an estimated $35.
  • Kaltura made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5007 holding.
  • IFP Advisors first reported a position in Kaltura in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's Kaltura position peaked at $226 in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Kaltura as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.