Herald Investment Management’s Kyndryl KD Stock Holding History

Herald Investment 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
2026 Q3	–	Sell	-80,000	Closed	-$905K	–	46
2026 Q2	$905K	Hold	80,000	–	–	0.12%	90
2026 Q1	$1.05M	Hold	80,000	–	–	0.15%	88
2025 Q4	$2.12M	Buy	80,000 +13,000	+19%	+$352K	0.28%	84
2025 Q3	$2.01M	Hold	67,000	–	–	0.27%	80
2025 Q2	$2.81M	Hold	67,000	–	–	0.42%	63
2025 Q1	$2.1M	Hold	67,000	–	–	0.39%	63
2024 Q4	$2.32M	Hold	67,000	–	–	0.38%	66
2024 Q3	$1.54M	Hold	67,000	–	–	0.27%	79
2024 Q2	$1.76M	Hold	67,000	–	–	0.29%	73
2024 Q1	$1.46M	Buy	+67,000	New	+$1.42M	0.24%	85

Other funds holding KD

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return

Herald Investment Management's KD Position: Q3 2026 in Review

Herald Investment Management sold out of Kyndryl (KD) in Q3 2026, closing a stake of 80,000 shares — an estimated $905K sold.

Herald Investment Management first reported a position in KD in Q1 2024 and held it in 10 quarters. The position peaked at $2.81M in Q2 2025. 35 funds tracked by Wall St. Rank hold KD as of Q3 2026.

Herald Investment Management reported no remaining Kyndryl position as of Q3 2026 after selling out during the quarter.
Herald Investment Management sold 80,000 Kyndryl shares in Q3 2026, an estimated $905K.
Herald Investment Management first reported a position in Kyndryl in Q1 2024 and held it in 10 quarters.
Herald Investment Management's Kyndryl position peaked at $2.81M in Q2 2025.
35 funds tracked by Wall St. Rank held Kyndryl as of Q3 2026.

Based on Herald Investment Management's 13F filing for Q3 2026.