Root Financial Partners’s Korn Ferry KFY Stock Holding History

Root Financial Partners’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
2026 Q1	$329K	Buy	5,221 +265	+5%	+$17.1K	0.02%	234
2025 Q4	$327K	Buy	4,956 +95	+2%	+$6.39K	0.02%	219
2025 Q3	$340K	Buy	4,861 +34	+0.7%	+$2.48K	0.02%	195
2025 Q2	$354K	Buy	4,827 +57	+1%	+$3.8K	0.03%	165
2025 Q1	$324K	Buy	4,770 +24	+0.5%	+$1.62K	0.03%	147
2024 Q4	$320K	Buy	4,746 +46	+1%	+$3.35K	0.04%	150
2024 Q3	$354K	Sell	4,700 -381	-7%	-$26.7K	0.06%	113
2024 Q2	$341K	Buy	+5,081	New	+$327K	0.08%	86

Other funds holding KFY

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Root Financial Partners's KFY Position: Q1 2026 in Review

Root Financial Partners increased its Korn Ferry (KFY) stake by 5.3% in Q1 2026, buying an estimated $17.1K and bringing the position to 5,221 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #234.

Root Financial Partners first reported a position in KFY in Q2 2024 and has held it in 8 quarters since. The position peaked at $354K in Q2 2025. 344 funds tracked by Wall St. Rank hold KFY as of Q1 2026.

Root Financial Partners held 5,221 shares of Korn Ferry worth $329K as of Q1 2026.
Root Financial Partners bought 265 Korn Ferry shares in Q1 2026, an estimated $17.1K.
Korn Ferry made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #234 holding.
Root Financial Partners first reported a position in Korn Ferry in Q2 2024 and has held it in 8 quarters since.
Root Financial Partners's Korn Ferry position peaked at $354K in Q2 2025.
344 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.