Guru Ownership Over Time
Guru Analysis for Kyndryl Holdings, Inc. (KD)
Kyndryl Holdings, Inc. (KD), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $286.91 M.
Top institutional holders include David Einhorn and Cliff Asness.
Notably, David Einhorn has expressed high conviction in this stock, allocating 5.13% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $127.6 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 386.2%. Conversely, Joel Greenblatt reduced exposure by 54.8%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 5.13% | Add 31.2% | 4,343,627 | $130.44 M | Q3 2025 | |
| 0.08% | Add 386.2% | 4,187,177 | $125.11 M | Q3 2025 | |
| 0.52% | Add 18.9% | 1,730,416 | $51.96 M | Q3 2025 | |
| 0.03% | Reduce -54.8% | 258,707 | $7.77 M | Q3 2025 | |
| 0.05% | Reduce -2.0% | 170,715 | $5.13 M | Q3 2025 | |
| 0.00% | Add 48.3% | 92,077 | $2.77 M | Q3 2025 | |
| 0.00% | Add 164.0% | 23,600 | $708,708 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Kyndryl Holdings, Inc. (KD)
Top Guru holders include David Einhorn ($130.44 M), Cliff Asness ($125.11 M), Chuck Royce ($51.96 M). Collectively, tracked Gurus hold 10.81 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $127.6 M, with 5 Gurus buying and 3 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 1 Gurus sold out of KD completely. Total sell value was $12.37 M.
Yes, 0 Gurus opened new positions in KD, and 5 added to their existing holdings. Total buy value was $139.97 M.