Lindbrook Capital’s KalVista Pharmaceuticals KALV Stock Holding History

Lindbrook Capital’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
2025 Q1	$3.06K	Buy	+265	New	+$2.71K	﹤0.01%	2147
2024 Q4	–	Sell	-39	Closed	-$452	–	2849
2024 Q3	$452	Hold	39	–	–	﹤0.01%	2695
2024 Q2	$459	Buy	+39	New	+$455	﹤0.01%	2627
2022 Q4	–	Sell	-42	Closed	-$1K	–	2918
2022 Q3	$1K	Buy	+42	New	+$587	﹤0.01%	2372
2022 Q2	–	Sell	-112	Closed	-$2K	–	2622
2022 Q1	$2K	Buy	+112	New	+$1.61K	﹤0.01%	2017
2021 Q4	–	Sell	-1,000	Closed	-$17K	–	2147
2021 Q3	$17K	Buy	+1,000	New	+$20.3K	﹤0.01%	803
2021 Q2	–	Sell	-1,800	Closed	-$46K	–	1957
2021 Q1	$46K	Buy	+1,800	New	+$47.3K	0.01%	482
2019 Q4	–	Sell	-1,250	Closed	-$15K	–	1524
2019 Q3	$15K	Buy	+1,250	New	+$20.2K	0.01%	790
2019 Q1	–	Sell	-300	Closed	-$5K	–	1451
2018 Q4	$5K	Buy	+300	New	+$6.03K	﹤0.01%	1011

Other funds holding KALV

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

TCM

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

SCM

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

FLSM

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

VPC

Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

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

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Lindbrook Capital's KALV Position: Q1 2025 in Review

Lindbrook Capital opened a new position in KalVista Pharmaceuticals (KALV) in Q1 2025: 265 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #2147 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in KALV as recently as Q3 2024.

Lindbrook Capital first reported a position in KALV in Q4 2018 and has held it in 9 quarters since. The position peaked at $46K in Q1 2021. 128 funds tracked by Wall St. Rank hold KALV as of Q1 2025.

Lindbrook Capital held 265 shares of KalVista Pharmaceuticals worth $3.06K as of Q1 2025.
KalVista Pharmaceuticals was a new Lindbrook Capital position in Q1 2025.
KalVista Pharmaceuticals made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2147 holding.
Lindbrook Capital first reported a position in KalVista Pharmaceuticals in Q4 2018 and has held it in 9 quarters since.
Lindbrook Capital's KalVista Pharmaceuticals position peaked at $46K in Q1 2021.
128 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.