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True Wealth Design’s Kaltura KLTR Stock Holding History

True Wealth Design’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 		$463 Buy
356
+220
+162% +$299 ﹤0.01% 2224
2026
Q1 		$166 Buy
136
+52
+62% +$74 ﹤0.01% 2367
2025
Q4 		$138 Buy
84
+59
+236% +$93 ﹤0.01% 2285
2025
Q3 		$36 Sell
25
-36
-59% -$61 ﹤0.01% 2611
2025
Q2 		$123 Buy
61
+8
+15% +$17 ﹤0.01% 2189
2025
Q1 		$100 Buy
+53
New +$119 ﹤0.01% 2195

Other funds holding KLTR

SV
Sapphire Ventures Austin, Texas $104M AUM 22.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
SST
S Squared Technology New York $322M AUM 92.75% 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

True Wealth Design's KLTR Position: Q2 2026 in Review

True Wealth Design increased its Kaltura (KLTR) stake by 162% in Q2 2026, buying an estimated $299 and bringing the position to 356 shares worth $463. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

True Wealth Design first reported a position in KLTR in Q1 2025 and has held it in 6 quarters since. 101 funds tracked by Wall St. Rank hold KLTR as of Q2 2026.

  • True Wealth Design held 356 shares of Kaltura worth $463 as of Q2 2026.
  • True Wealth Design bought 220 Kaltura shares in Q2 2026, an estimated $299.
  • Kaltura made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2224 holding.
  • True Wealth Design first reported a position in Kaltura in Q1 2025 and has held it in 6 quarters since.
  • 101 funds tracked by Wall St. Rank held Kaltura as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.