Caption Management’s Kyndryl KD Stock Holding History

Caption Management’s Portfolio KD Stock Details KD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-48,000	Closed	-$1.51M	–	1686
2025 Q1	$1.51M	Buy	+48,000	New	+$1.8M	0.01%	783
2023 Q4	–	Sell	-100,000	Closed	-$1.51M	–	1509
2023 Q3	$1.51M	Buy	+100,000	New	+$1.48M	0.02%	653
2022 Q4	–	Sell	-132,000	Closed	-$1.09M	–	1497
2022 Q3	$1.09M	Sell	132,000 -62,500	-32%	-$650K	0.02%	838
2022 Q2	$1.9M	Sell	194,500 -30,500	-14%	-$355K	0.03%	682
2022 Q1	$2.95M	Buy	225,000 +30,000	+15%	+$452K	0.04%	604
2021 Q4	$3.53M	Buy	+195,000	New	+$4.21M	0.04%	580

Other funds holding KD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return

Caption Management's KD Position: Q1 2026 in Review

Caption Management sold out of Kyndryl (KD) in Q1 2026, closing a stake of 6,000 shares — an estimated $159K sold.

Caption Management first reported a position in KD in Q4 2021 and held it in 3 quarters. The position peaked at $981K in Q4 2021. 662 funds tracked by Wall St. Rank hold KD as of Q1 2026.

Caption Management reported no remaining Kyndryl position as of Q1 2026 after selling out during the quarter.
Caption Management sold 6,000 Kyndryl shares in Q1 2026, an estimated $159K.
Caption Management first reported a position in Kyndryl in Q4 2021 and held it in 3 quarters.
Caption Management's Kyndryl position peaked at $981K in Q4 2021.
662 funds tracked by Wall St. Rank held Kyndryl as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.