Jefferies Financial Group Inc.
Position in KALV — KalVista Pharmaceuticals, Inc.
CIK 96223
NEW YORK, NY
Position in KALV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,758,105
+$2,263,968 QoQ
Shares Held
286,046
-0.3% QoQ
Ownership
0.537%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#41
of 182 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KALV Over Time
Shares Held
Position Value (USD)
Derivatives in KALV
reported options exposure · as of Mar 31, 2025CallValue
$1,826,782
CallShares
158,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Mar 31, 2026Jefferies Financial Group Inc. holds $507,430,268 across 85 Biotechnology names. KALV ranks #22 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PTCT |
Ptc Therapeutics, Inc.
|
1,354,459 | $92,279,291 | |
| 2 | IMTX |
Immatics N.V.
|
5,059,551 | $49,785,981 | |
| 3 | URGN |
UroGen Pharma Ltd.
|
2,199,652 | $39,549,742 | |
| 4 | JAZZ |
Jazz Pharmaceuticals plc
|
175,599 | $33,196,990 | |
| 5 | BMRN |
Biomarin Pharmaceutical Inc
|
468,146 | $26,445,567 | |
| 6 | IMNM |
Immunome Inc.
|
1,160,715 | $25,384,837 | |
| 7 | ARGX |
Argenx SE
|
30,005 | $21,911,151 | |
| 8 | DNTH |
Dianthus Therapeutics, Inc. /DE/
|
202,410 | $16,986,247 |
All Filings in KALV
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,758,105 | 286,046 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $3,494,137 | 286,875 | Shares | Defined | 2025-11-13 | |
| 2025-03-31 | $4,327,500 | 375,000 | Shares | Defined | 2025-05-08 | |
| 2025-03-31 | $1,826,782 | 158,300 | Call | Defined | 2025-05-08 | |
| 2024-12-31 | $3,176,250 | 375,000 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $4,342,500 | 375,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,061,500 | 175,000 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $415,100 | 35,000 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $13,230,000 | 1,080,000 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $9,918,900 | 1,030,000 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,270,000 | 1,030,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $9,432,000 | 1,200,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,112,000 | 1,200,000 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||