The cluster is small in dollar terms and dominated by routine asset-manager rebalancing. No activist or event-driven fund participation. Monitor next 13F for continuation or reversal of this accumulation pattern.
Executive Summary
Four institutional asset managers increased their KRYS positions in Q3 2026, led by Congress Asset Management adding $3.1M to bring its stake to $18.0M. One small seller trimmed $151K. The net $3.6M buying is modest relative to KRYS's market cap, and all participants are passive-oriented asset managers, not activist or event-driven funds.
Key Financial Metrics
Institutional Positions
Net institutional flow: $3.6M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Congress Asset Management | ADD | +34.8% | $18.0M | $3.1M |
| Wealth Enhancement Advisory Services | DOUBLED | +104.9% | $437.0K | $199.0K |
| Assetmark | ADD | +40.1% | $1.7M | $352.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Nisa Investment Advisors | TRIM | -25.8% | $450.0K | -$151.0K |
Key Facts
- 4 buyers added net $3.6M; 1 seller trimmed $151K
- Congress Asset Management added $3.1M (34.8% increase) to a $18.0M position
- Wealth Enhancement Advisory Services doubled its position (+$199K)
- All participants are asset managers, not hedge funds or activists
- 13F data is 45+ days stale; positions may have been unwound
Financial Impact
Net institutional buying of $3.6M across 4 funds, with Congress Asset Management accounting for $3.1M of the total. One seller reduced by $151K.
Risk Factors
- 13F data is stale (45+ day lag); positions may have been reversed
- All buyers are passive-oriented asset managers — signal is weak
- No hedge fund or activist involvement to suggest a catalyst thesis
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-KRYS-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $311.52 | awaiting T+20 | — | — |
Oct 27, 2026 today | SC 13G/A | $311.52 | awaiting T+20 | — | — |
Oct 22, 2026 5d ago | Press Release | $320.13 | awaiting T+20 | — | — |
Oct 21, 2026 6d ago | Institutional Cluster | $320.13 | awaiting T+20 | — | — |
Oct 15, 2026 12d ago | 8-K | $330.00 | awaiting T+20 | — | — |
Sep 4, 2026 7w ago | Insider Cluster | $351.26 $326.81 | ▲ +6.96% | ▲ +8.67% | — |
Aug 14, 2026 10w ago | 144 | $335.73 $336.68 | ▲ +0.28% | ▲ +2.26% | — |
Aug 3, 2026 12w ago | 8-K | $312.57 $359.36 | ▲ +14.97% | ▲ +13.73% | — |
Jul 23, 2026 13w ago | Press Release | $335.19 $346.58 | ▲ +3.40% | ▼ −0.23% | — |
Jun 5, 2026 20w ago | Insider Cluster | $301.76 $374.68 | ▲ +24.16% | ▲ +22.53% | — |
US Market Status
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