Meritage Portfolio Management’s Korn Ferry KFY Stock Holding History

Meritage Portfolio Management’s Portfolio KFY Stock Details KFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,674	Closed	-$257K	–	329
2025 Q3	$257K	Sell	3,674 -1,968	-35%	-$144K	0.02%	296
2025 Q2	$414K	Buy	5,642 +231	+4%	+$15.4K	0.03%	265
2025 Q1	$367K	Sell	5,411 -230	-4%	-$15.5K	0.02%	268
2024 Q4	$380K	Buy	5,641 +622	+12%	+$45.2K	0.02%	272
2024 Q3	$378K	Buy	5,019 +428	+9%	+$30K	0.02%	282
2024 Q2	$308K	Sell	4,591 -4	-0.1%	-$257	0.02%	291
2024 Q1	$302K	Sell	4,595 -270	-6%	-$16.3K	0.02%	295
2023 Q4	$289K	Buy	4,865 +102	+2%	+$5.21K	0.02%	302
2023 Q3	$226K	Sell	4,763 -174	-4%	-$8.84K	0.02%	310
2023 Q2	$245K	Buy	4,937 +813	+20%	+$40K	0.02%	312
2023 Q1	$213K	Sell	4,124 -141	-3%	-$7.61K	0.02%	297
2022 Q4	$216K	Buy	+4,265	New	+$227K	0.02%	297
2016 Q2	–	Sell	-130,152	Closed	-$3.68M	–	200
2016 Q1	$3.68M	Sell	130,152 -1,860	-1%	-$53.3K	0.42%	123
2015 Q4	$4.38M	Sell	132,012 -870	-0.7%	-$30.5K	0.49%	106
2015 Q3	$4.39M	Buy	132,882 +1,470	+1%	+$50.2K	0.51%	91
2015 Q2	$4.57M	Buy	+131,412	New	+$4.34M	0.48%	117

Other funds holding KFY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return