Jefferies Financial Group’s KalVista Pharmaceuticals KALV Stock Holding History

Jefferies Financial Group’s Portfolio KALV Stock Details KALV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.76M	Buy	+286,046	New	+$4.61M	0.04%	319
2025 Q4	–	Sell	-286,875	Closed	-$3.49M	–	1962
2025 Q3	$3.49M	Buy	+286,875	New	+$3.96M	0.02%	461
2025 Q2	–	Sell	-375,000	Closed	-$4.33M	–	1579
2025 Q1	$4.33M	Hold	375,000	–	–	0.04%	333
2024 Q4	$3.18M	Hold	375,000	–	–	0.02%	509
2024 Q3	$4.34M	Buy	375,000 +200,000	+114%	+$2.52M	0.03%	348
2024 Q2	$2.06M	Buy	175,000 +140,000	+400%	+$1.63M	0.02%	540
2024 Q1	$415K	Sell	35,000 -1,045,000	-97%	-$13.9M	﹤0.01%	1112
2023 Q4	$13.2M	Buy	1,080,000 +50,000	+5%	+$455K	0.09%	170
2023 Q3	$9.92M	Hold	1,030,000	–	–	0.09%	170
2023 Q2	$9.27M	Sell	1,030,000 -170,000	-14%	-$1.57M	0.08%	218
2023 Q1	$9.43M	Hold	1,200,000	–	–	0.08%	221
2022 Q4	$8.11M	Buy	+1,200,000	New	+$6.43M	0.06%	264

Other funds holding KALV

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Silverarc Capital Management Boston, Massachusetts $980M AUM 470.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jefferies Financial Group's KALV Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in KalVista Pharmaceuticals (KALV) in Q1 2026: 286,046 shares worth $5.76M. The stake represents 0.04% of the portfolio and ranks #319 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in KALV as recently as Q3 2025.

Jefferies Financial Group first reported a position in KALV in Q4 2022 and has held it in 12 quarters since. The position peaked at $13.2M in Q4 2023. 183 funds tracked by Wall St. Rank hold KALV as of Q1 2026.

Jefferies Financial Group held 286,046 shares of KalVista Pharmaceuticals worth $5.76M as of Q1 2026.
KalVista Pharmaceuticals was a new Jefferies Financial Group position in Q1 2026.
KalVista Pharmaceuticals made up 0.04% of Jefferies Financial Group's portfolio in Q1 2026, its #319 holding.
Jefferies Financial Group first reported a position in KalVista Pharmaceuticals in Q4 2022 and has held it in 12 quarters since.
Jefferies Financial Group's KalVista Pharmaceuticals position peaked at $13.2M in Q4 2023.
183 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.