OCA
KLRS

Octagon Capital Advisors’s Kalaris Therapeutics KLRS Stock Holding History

Octagon Capital Advisors’s Portfolio KLRS Stock Details KLRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-360,000
Closed -$961K – 34
2025
Q2 		$961K Sell
360,000
-121,000
-25% -$546K 0.21% 28
2025
Q1 		$3.86M Sell
481,000
-6,609
-1% -$64.7K 0.75% 33
2024
Q4 		$4.71M Buy
487,609
+566
+0.1% +$8.56K 0.78% 28
2024
Q3 		$9.06M Buy
487,043
+60,956
+14% +$1.07M 1.41% 21
2024
Q2 		$7.09M Buy
426,087
+243,478
+133% +$4.3M 1.11% 24
2024
Q1 		$3.17M Buy
+182,609
New +$2.98M 0.38% 47

Other funds holding KLRS

SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Octagon Capital Advisors's KLRS Position: Q3 2025 in Review

Octagon Capital Advisors sold out of Kalaris Therapeutics (KLRS) in Q3 2025, closing a stake of 360,000 shares — an estimated $961K sold.

Octagon Capital Advisors first reported a position in KLRS in Q1 2024 and held it in 6 quarters. The position peaked at $9.06M in Q3 2024. 32 funds tracked by Wall St. Rank hold KLRS as of Q3 2025.

  • Octagon Capital Advisors reported no remaining Kalaris Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Octagon Capital Advisors sold 360,000 Kalaris Therapeutics shares in Q3 2025, an estimated $961K.
  • Octagon Capital Advisors first reported a position in Kalaris Therapeutics in Q1 2024 and held it in 6 quarters.
  • Octagon Capital Advisors's Kalaris Therapeutics position peaked at $9.06M in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Kalaris Therapeutics as of Q3 2025.

Based on Octagon Capital Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.