Position in KFY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$358,999
+$30,338 QoQ
Shares Held
5,392
+3.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#211
of 360 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KFY Over Time
Shares Held
Position Value (USD)
Position in Staffing & Employment Services
Industrials · as of Jun 30, 2026Root Financial Partners, LLC holds $358,999 across 1 Staffing & Employment Services name. KFY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KFY |
Korn Ferry
This page
|
5,392 | $358,999 |
All Filings in KFY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,999 | 5,392 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $328,661 | 5,221 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $327,195 | 4,956 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $340,172 | 4,861 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $353,963 | 4,827 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $323,549 | 4,770 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $320,117 | 4,746 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $353,628 | 4,700 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $341,138 | 5,081 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||