Position in KALV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$634,940
+$120,708 QoQ
Shares Held
31,542
-0.9% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#93
of 182 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KALV Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026EVOKE WEALTH, LLC holds $4,430,822 across 13 Biotechnology names. KALV ranks #4 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REGN |
Regeneron Pharmaceuticals, Inc.
|
1,150 | $888,536 | |
| 2 | INCY |
Incyte Corp
|
8,503 | $800,302 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,485 | $663,111 | |
| 4 | KALV |
KalVista Pharmaceuticals, Inc.
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|
31,542 | $634,940 | |
| 5 | BMRN |
Biomarin Pharmaceutical Inc
|
4,890 | $276,236 | |
| 6 | EXEL |
Exelixis, Inc.
|
5,807 | $249,062 | |
| 7 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
693 | $229,292 | |
| 8 | SMMT |
Summit Therapeutics Inc.
|
10,668 | $202,265 |
All Filings in KALV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $634,940 | 31,542 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $514,232 | 31,841 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $390,405 | 32,053 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $363,806 | 32,181 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $374,426 | 32,446 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $274,114 | 32,363 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $374,763 | 32,363 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $181,093 | 15,373 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $172,941 | 25,583 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $371,209 | 25,583 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $251,736 | 25,583 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $377,093 | 25,583 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $338,463 | 25,583 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||