Penn Capital Management’s Kyndryl KD Stock Holding History

Penn Capital 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 Q4	–	Sell	-375,360	Closed	-$11.3M	–	183
2025 Q3	$11.3M	Buy	375,360 +4,518	+1%	+$155K	0.87%	68
2025 Q2	$15.6M	Sell	370,842 -152,689	-29%	-$5.52M	1.35%	32
2025 Q1	$16.5M	Sell	523,531 -11,019	-2%	-$413K	1.61%	15
2024 Q4	$18.5M	Sell	534,550 -66,274	-11%	-$1.93M	1.81%	2
2024 Q3	$13.8M	Buy	600,824 +165,972	+38%	+$4.05M	1.27%	28
2024 Q2	$11.5M	Buy	+434,852	New	+$10.4M	1.09%	46

Other funds holding KD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

SSM

Sound Shore Management Greenwich, Connecticut $3.25B AUM 28.47% 1-Year Est. Return

Penn Capital Management's KD Position: Q4 2025 in Review

Penn Capital Management sold out of Kyndryl (KD) in Q4 2025, closing a stake of 375,360 shares — an estimated $11.3M sold.

Penn Capital Management first reported a position in KD in Q2 2024 and held it in 6 quarters. The position peaked at $18.5M in Q4 2024. 704 funds tracked by Wall St. Rank hold KD as of Q4 2025.

Penn Capital Management reported no remaining Kyndryl position as of Q4 2025 after selling out during the quarter.
Penn Capital Management sold 375,360 Kyndryl shares in Q4 2025, an estimated $11.3M.
Penn Capital Management first reported a position in Kyndryl in Q2 2024 and held it in 6 quarters.
Penn Capital Management's Kyndryl position peaked at $18.5M in Q4 2024.
704 funds tracked by Wall St. Rank held Kyndryl as of Q4 2025.

Based on Penn Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.