Kaltura, Inc. (OSUR): Neil Gagnon group reports 5.8% ownership stake

Rhea-AI Filing Summary

Kaltura, Inc. received a beneficial ownership report from investor Neil Gagnon and related entities. The filing states that Neil Gagnon beneficially owns 8,869,949 shares of Kaltura common stock, representing 5.8% of the class, based on 152,551,223 shares outstanding as of August 3, 2026.

Gagnon Securities LLC is reported to beneficially own 5,256,399 shares (3.4%), and Gagnon Advisors, LLC to beneficially own 2,487,034 shares (1.6%). The report breaks down sole and shared voting and dispositive power among these entities, and includes customary disclaimers that Gagnon and his entities disclaim beneficial ownership of certain client and fund accounts.

Key Figures

Shares outstanding: 152,551,223 shares Neil Gagnon beneficial ownership: 8,869,949 shares (5.8%) Gagnon Securities LLC beneficial ownership: 5,256,399 shares (3.4%) +2 more

5 metrics

Shares outstanding 152,551,223 shares Kaltura common stock outstanding as of August 3, 2026

Neil Gagnon beneficial ownership 8,869,949 shares (5.8%) Beneficial ownership of Kaltura common stock reported for Neil Gagnon

Gagnon Securities LLC beneficial ownership 5,256,399 shares (3.4%) Beneficial ownership of Kaltura common stock reported for Gagnon Securities LLC

Gagnon Advisors, LLC beneficial ownership 2,487,034 shares (1.6%) Beneficial ownership of Kaltura common stock reported for Gagnon Advisors, LLC

Neil Gagnon sole voting/dispositive power 496,327 shares Shares of Kaltura common stock over which Neil Gagnon has sole power

Key Terms

beneficial ownership, shared voting power, shared dispositive power, sole voting power, +1 more

5 terms

beneficial ownership financial

"Calculation of percentage of beneficial ownership is based on 152,551,223 shares"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

shared voting power financial

"shared voting power over 8,155,583 shares of Common Stock"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power financial

"shared dispositive power over 8,373,622 shares of Common Stock"

sole voting power financial

"has sole voting and dispositive power over 496,327 shares"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

disclaims beneficial ownership financial

"GS and Mr. Gagnon expressly disclaim beneficial ownership of all securities"

FAQ

What percentage of Kaltura, Inc. is reported owned in this Schedule 13G related to OSUR?

The filing reports that Neil Gagnon beneficially owns 5.8% of Kaltura, Inc.’s common stock, corresponding to 8,869,949 shares, based on 152,551,223 shares outstanding as of August 3, 2026.

How many Kaltura shares does Gagnon Securities LLC report owning in this Schedule 13G?

Gagnon Securities LLC is reported to beneficially own 5,256,399 shares of Kaltura common stock, representing 3.4% of the class, with 5,086,143 shares under shared voting power and 5,256,399 shares under shared dispositive power.

What is Gagnon Advisors, LLC’s reported stake in Kaltura in this 13G linked to OSUR?

Gagnon Advisors, LLC is reported to beneficially own 2,487,034 shares of Kaltura common stock, representing 1.6% of the class, all under both shared voting power and shared dispositive power with respect to those shares.

How are Neil Gagnon’s sole and shared powers over Kaltura shares described?

Neil Gagnon has sole voting and dispositive power over 496,327 shares, and shared voting power over 8,155,583 shares and shared dispositive power over 8,373,622 shares of Kaltura common stock, leading to total beneficial ownership of 8,869,949 shares.

On what share count is the reported Kaltura ownership percentage based in this Schedule 13G?

Percentages are calculated using 152,551,223 shares of Kaltura common stock outstanding as of August 3, 2026, as referenced from Kaltura’s Form 10-Q filed on August 5, 2026.

Do the Gagnon entities claim full beneficial ownership of all reported Kaltura shares?

No. The filing states that Gagnon Securities LLC and Neil Gagnon expressly disclaim beneficial ownership of securities held in customer Accounts, and that Gagnon Advisors and Neil Gagnon disclaim beneficial ownership of securities held by GIA.

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Available on EDGAR 08/12/2026 - 06:06 PM Accepted by SEC EDGAR 08/12/2026 - 06:06 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Kaltura, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

483467106

(CUSIP Number)

08/05/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 483467106

1

Names of Reporting Persons

Gagnon Securities LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 5,086,143.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 5,256,399.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,256,399.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.4 %

12

Type of Reporting Person (See Instructions)

BD, IA

SCHEDULE 13G

CUSIP Number(s): 483467106

1

Names of Reporting Persons

Gagnon Advisors, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 2,487,034.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 2,487,034.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,487,034.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

1.6 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP Number(s): 483467106

1

Names of Reporting Persons

Neil Gagnon

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 496,327.00
6	Shared Voting Power 8,155,583.00
7	Sole Dispositive Power 496,327.00
8	Shared Dispositive Power 8,373,622.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

8,869,949.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.8 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Kaltura, Inc.
(b)	Address of issuer's principal executive offices: 860 Broadway, 3rd Floor, New York, New York 10003
Item 2.
(a)	Name of person filing: Neil Gagnon has sole voting and dispositive power over 496,327 shares of the Issuer's Common Stock (the "Common Stock"). In addition, Mr. Gagnon has shared voting power over 8,155,583 shares of Common Stock and shared dispositive power over 8,373,622 shares of Common Stock. Mr. Gagnon is the Chief Executive Officer and principal owner of Gagnon Securities LLC ("GS"), an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC") under the Investment Advisers Act of 1940, as amended (the "Advisers Act"), and a registered broker-dealer, in its role as investment manager to several customer accounts, foundations, partnerships and trusts (collectively, the "Accounts") to which it furnishes investment advice. GS and Mr. Gagnon may be deemed to share voting power with respect to 5,086,143 shares of Common Stock held in the Accounts and dispositive power with respect to 5,256,399 shares of Common Stock held in the Accounts. GS and Mr. Gagnon expressly disclaim beneficial ownership of all securities held in the Accounts. Mr. Gagnon is also the managing member of Gagnon Advisors, LLC ("Gagnon Advisors"), an investment adviser registered with the SEC under the Advisers Act. Mr. Gagnon and Gagnon Advisors, in its role as investment manager to Gagnon Investment Associates, LLC ("GIA"), a private investment fund, may be deemed to share voting and dispositive power with respect to the 2,487,034 shares of Common Stock held by GIA. Gagnon Advisors and Mr. Gagnon expressly disclaim beneficial ownership of all securities held by GIA.
(b)	Address or principal business office or, if none, residence: 1370 Ave. of Americas, 26th Floor, New York, NY 10019
(c)	Citizenship: Gagnon Securities LLC Delaware limited liability company Gagnon Advisors, LLC Delaware limited liability company Neil Gagnon USA
(d)	Title of class of securities: Common Stock
(e)	CUSIP Number(s): 483467106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: Gagnon Securities LLC 5,256,399 Gagnon Advisors, LLC 2,487,034 Neil Gagnon 8,869,949
(b)	Percent of class: Gagnon Securities LLC 3.4% Gagnon Advisors, LLC 1.6% Neil Gagnon 5.8% Calculation of percentage of beneficial ownership is based on 152,551,223 shares of Common Stock outstanding as of August 3, 2026, based on the Issuer's Form 10-Q filed with the Securities and Exchange Commission on August 5, 2026.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Gagnon Securities LLC 0 Gagnon Advisors, LLC 0 Neil Gagnon 496,327
	(ii) Shared power to vote or to direct the vote: Gagnon Securities LLC 5,086,143 Gagnon Advisors, LLC 2,487,034 Neil Gagnon 8,155,583
	(iii) Sole power to dispose or to direct the disposition of: Gagnon Securities LLC 0 Gagnon Advisors, LLC 0 Neil Gagnon 496,327
	(iv) Shared power to dispose or to direct the disposition of: Gagnon Securities LLC 5,256,399 Gagnon Advisors, LLC 2,487,034 Neil Gagnon 8,373,622
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The Accounts described above in Item 2 have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, securities held in their respective accounts. To the knowledge of the Reporting Persons, the interest in any such account does not exceed 5% of the class of securities. Except to the extent described herein, the Reporting Person disclaims beneficial ownership of all such securities.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Gagnon Securities LLC

Signature:	/s/ Neil Gagnon
Name/Title:	Neil Gagnon/Chief Executive Officer
Date:	08/12/2026

Gagnon Advisors, LLC

Signature:	/s/ Neil Gagnon
Name/Title:	Neil Gagnon/Managing Member
Date:	08/12/2026

Neil Gagnon

Signature:	/s/ Neil Gagnon
Name/Title:	Neil Gagnon
Date:	08/12/2026