Which funds own KLAR
Klarna Group PLC in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $222m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 6 managers trimmed or sold out against 1 buying.
- Managers holding
- 4
- at least, of 91 current
- Combined value
- $222m
- as reported
- Opened
- 0
- new this quarter
- Added to
- 1
- already held
- Trimmed or sold out
- 6
- 3 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Marshall Wace LLP Quantitative · $127bn book | $101m | 0.1% | 4,965,071 | +$49m+1,024,458 | Added |
| Dragoneer Investment Group LLC Long/short equity · $2.8bn book | $98m | 3.5% | 4,855,622 | +$22m-948,142 | Trimmed |
| ARK Investment Management LLC Long-only · $15.4bn book | $14m | 0.1% | 712,201 | +$4.2m-65,960 | Trimmed |
| Moore Capital Management LP Macro · $6.7bn book | $8.5m | 0.1% | 418,800 | +$1.9m-84,400 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Wellington Management Group LLP · Long-only$17m held before
- T. Rowe Price Associates Inc · Long-only$6.2m held before
- Tiger Global Management LLC · Long/short equity$2.3m held before
Ownership through time
At least 5 of the 95 managers whose filings are on file listed KLAR in Q2 2026, against 11 in Q3 2025. The same number as in Q1 2026: 1 listed it again; 1 sold out, by its own filing.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q3 2025: 11
- Q4 2025: 8
- Q1 2026: 5
- Q2 2026: 5
- Q3 2025: $730m
- Q4 2025: $676m
- Q1 2026: $147m
- Q2 2026: $229m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
No manager on file started a position.
Largest increases, by shares
- Marshall Wace LLP3,940,613 to 4,965,071 shares+$21m
Largest decreases, by shares
- Dragoneer Investment Group LLC5,803,764 to 4,855,622 shares-$19m
- Moore Capital Management LP503,200 to 418,800 shares-$1.7m
- ARK Investment Management LLC778,161 to 712,201 shares-$1.3m
Left it
- Tiger Global Management LLCwas $2.3m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Marshall Wace LLP | Q1 2026 | $100m | $100m | |
| Dragoneer Investment Group LLC | Q3 2025 | $304m | $98m | |
| ARK Investment Management LLC | Q3 2025 | $21m | $14m | |
| Moore Capital Management LP | Q4 2025 | $29m | $8.5m | |
| Hudson Bay Capital Management LP | Q2 2026 | $7.4m | $7.4m | |
| Wellington Management Group LLP | Q3 2025 | $349m | last listed Q4 2025 | |
| Balyasny Asset Management LLC | Q4 2025 | $63m | last listed Q4 2025 | |
| Holocene Advisors LP | Q3 2025 | $19m | last listed Q4 2025 | |
| Freestone Grove Partners LP | Q3 2025 | $14m | last listed Q4 2025 | |
| Coatue Management LLC | Q3 2025 | $12m | last listed Q3 2025 | |
| ExodusPoint Capital Management LP | Q3 2025 | $9.2m | last listed Q3 2025 | |
| Tiger Global Management LLC | Q3 2025 | $6.4m | last listed Q1 2026 | |
| Soros Fund Management LLC | Q3 2025 | $5.7m | last listed Q3 2025 | |
| Davidson Kempner Capital Management LP | Q3 2025 | $4.6m | last listed Q3 2025 | |
| Capital Research Global Investors | Q3 2025 | $3.8m | last listed Q3 2025 |
What KLAR is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around KLAR →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
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