Wellington Management Group
KALV

Wellington Management Group’s KalVista Pharmaceuticals KALV Stock Holding History

Wellington Management 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 		$2.16M Sell
107,262
-15,117
-12% -$244K ﹤0.01% 1536
2025
Q4 		$1.98M Sell
122,379
-3,673
-3% -$48.6K ﹤0.01% 1605
2025
Q3 		$1.54M Sell
126,052
-6,848
-5% -$94.6K ﹤0.01% 1699
2025
Q2 		$1.5M Buy
132,900
+6,632
+5% +$81.1K ﹤0.01% 1641
2025
Q1 		$1.46M Buy
126,268
+3,405
+3% +$34.8K ﹤0.01% 1624
2024
Q4 		$1.04M Buy
122,863
+4,940
+4% +$51.2K ﹤0.01% 1709
2024
Q3 		$1.37M Buy
117,923
+33,900
+40% +$426K ﹤0.01% 1655
2024
Q2 		$990K Buy
84,023
+4,658
+6% +$54.4K ﹤0.01% 1680
2024
Q1 		$941K Buy
+79,365
New +$1.06M ﹤0.01% 1699
2022
Q4 		– Sell
-776,510
Closed -$11.3M – 2052
2022
Q3 		$11.3M Buy
776,510
+306,377
+65% +$4.28M ﹤0.01% 1075
2022
Q2 		$4.63M Sell
470,133
-876,609
-65% -$9.67M ﹤0.01% 1350
2022
Q1 		$19.9M Sell
1,346,742
-464,763
-26% -$6.68M ﹤0.01% 1019
2021
Q4 		$24M Sell
1,811,505
-19,936
-1% -$317K ﹤0.01% 1038
2021
Q3 		$32M Buy
1,831,441
+36,923
+2% +$748K 0.01% 950
2021
Q2 		$43M Buy
1,794,518
+285,493
+19% +$7.47M 0.01% 869
2021
Q1 		$38.8M Buy
1,509,025
+636,369
+73% +$16.7M 0.01% 886
2020
Q4 		$16.6M Buy
872,656
+108,697
+14% +$1.86M ﹤0.01% 1079
2020
Q3 		$9.62M Buy
763,959
+561,000
+276% +$7.01M ﹤0.01% 1111
2020
Q2 		$2.46M Buy
202,959
+3,644
+2% +$38.8K ﹤0.01% 1322
2020
Q1 		$1.52M Sell
199,315
-17,773
-8% -$240K ﹤0.01% 1418
2019
Q4 		$3.87M Buy
217,088
+191,019
+733% +$2.49M ﹤0.01% 1386
2019
Q3 		$303K Buy
+26,069
New +$421K ﹤0.01% 1949

Other funds holding KALV

VA
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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellington Management Group's KALV Position: Q1 2026 in Review

Wellington Management Group reduced its KalVista Pharmaceuticals (KALV) stake by 12% in Q1 2026, selling an estimated $244K and leaving 107,262 shares worth $2.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Wellington Management Group first reported a position in KALV in Q3 2019 and has held it in 22 quarters since. The position peaked at $43M in Q2 2021. 183 funds tracked by Wall St. Rank hold KALV as of Q1 2026.

  • Wellington Management Group held 107,262 shares of KalVista Pharmaceuticals worth $2.16M as of Q1 2026.
  • Wellington Management Group sold 15,117 KalVista Pharmaceuticals shares in Q1 2026, an estimated $244K.
  • KalVista Pharmaceuticals made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1536 holding.
  • Wellington Management Group first reported a position in KalVista Pharmaceuticals in Q3 2019 and has held it in 22 quarters since.
  • Wellington Management Group's KalVista Pharmaceuticals position peaked at $43M in Q2 2021.
  • 183 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.