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Kyndryl Holdings, Inc.

KD Technology
$12.4 +$0.05 (0.40%)
Market Cap: $2.8 B
Gurus Holding
7
Popularity Rank
#1142
% of Shares Held
5.81%
Net Activity (Q4 2025)
+$60.9 M

Guru Ownership Trend

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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $162.46 M.

Top institutional holders include Cliff Asness and David Einhorn.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $60.9 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 173.8%. Conversely, David Einhorn reduced exposure by 12.1%.

Key Holders

Top 5 by Value

$170.93 M
$101.36 M
$50.92 M
$12.58 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$74.9 M
Total Buy Value
New Buys 0
Additions 6
-$14 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
6

FAQs for Kyndryl Holdings, Inc. (KD)

Major holders include Cliff Asness ($170.93 M), David Einhorn ($101.36 M), Chuck Royce ($50.92 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 13.1 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $60.9 M, with 6 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited KD. The total reported sell value was $14 M.

Yes, 0 managers opened new positions in KD, and 6 increased their existing holdings. The total reported buy value was $74.9 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.09% Add 53.9% 6,443,037 $170.93 M Q4 2025
3.56% Reduce -12.1% 3,816,353 $101.36 M Q4 2025
0.52% Add 10.8% 1,917,036 $50.92 M Q4 2025
0.05% Add 83.1% 473,642 $12.58 M Q4 2025
0.01% Add 173.8% 252,077 $6.7 M Q4 2025
0.04% Add 1.6% 173,465 $4.61 M Q4 2025
0.00% Add 11.0% 26,200 $695,872 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form