KLA Corporation
MX ˙ BMV ˙ US4824801009
SecurityMX:KLAC / KLA Corporation
InstitutionRoot Financial Partners, LLC
Latest Disclosed Ownership822 shares
Latest Disclosed Value $ 1,210,576
Root Financial Partners, LLC reports 3.27% increase in ownership of KLAC / KLA Corporation

On April 24, 2026 - Root Financial Partners, LLC filed a 13F-HR form disclosing ownership of 822 shares of KLA Corporation (MX:KLAC) valued at $1,210,576 USD as of March 31, 2026.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-24 2026-03-31 13F KLA CORP COM Stock 482480100 822 26 3.27 1,211 25.13 0.0560
2026-02-10 2025-12-31 13F KLA CORP COM Stock 482480100 796 10 1.27 967 14.17 0.0494
2025-10-29 2025-09-30 13F KLA CORP COM Stock 482480100 786 35 4.66 848 26.04 0.0522
2025-08-11 2025-06-30 13F KLA CORP COM Stock 482480100 751 19 2.60 673 35.21 0.0650
2025-04-25 2025-03-31 13F KLA COM NEW 482480100 732 21 2.95 498 10.94 0.0530
2025-01-30 2024-12-31 13F KLA COM NEW 482480100 711 33 4.87 448 -14.67 0.0555
2024-11-01 2024-09-30 13F KLA COM NEW 482480100 678 20 3.04 525 -3.14 0.0840
2024-08-05 2024-06-30 13F KLA COM NEW 482480100 658 2 0.30 543 18.34 0.1270
2024-04-24 2024-03-31 13F KLA COM NEW 482480100 656 26 4.13 458 25.14 0.1359
2024-01-30 2023-12-31 13F KLA COM NEW 482480100 630 -61 -8.83 366 15.82 0.1376
2023-10-19 2023-09-30 13F KLA COM NEW 482480100 691 -50 -6.75 317 -11.98 0.1678
2023-07-27 2023-06-30 13F KLA COM NEW 482480100 741 -26 -3.39 359 17.32 0.2139
2023-05-12 2023-03-31 13F KLA COM NEW 482480100 767 767 306 0.2184
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.