Dimensional Fund Advisors Lp ownership in KFY / Korn Ferry

Korn Ferry

US ˙ NYSE ˙ US5006432000

Security	KFY / Korn Ferry
Institution	Dimensional Fund Advisors Lp
Latest Disclosed Ownership	3,205,712 shares
Ownership	6.10%

2024-02-09 - Dimensional Fund Advisors Lp has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 3,205,712 shares of Korn Ferry (US:KFY). This represents 6.1 percent ownership of the company. In their previous filing dated 2023-02-10 , Dimensional Fund Advisors Lp had reported owning 3,061,363 shares, indicating an increase of 4.72 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-02-09	2024-02-09	13G/A	3,061,363	3,205,712	4.72	6.10	5.17
2023-02-10	2023-02-10	13G/A	3,019,115	3,061,363	1.40	5.80	5.45
2022-02-08	2022-02-08	13G/A	3,417,981	3,019,115	-11.67	5.50	-12.70
2021-02-12	2021-02-12	13G/A	3,467,167	3,417,981	-1.42	6.30	0.32
2020-02-12	2020-02-12	13G/A	3,781,913	3,467,167	-8.32	6.28	-5.85
2019-02-08	2019-02-08	13G/A	4,628,747	3,781,913	-18.30	6.67	-18.56
2018-02-09	2018-02-09	13G/A	3,321,048	4,628,747	39.38	8.19	41.70
2017-02-09	2017-02-09	13G/A	2,943,390	3,321,048	12.83	5.78	0.70
2016-02-09	2016-02-09	13G/A		2,943,390		5.74
2015-02-05	2015-02-05	13G		2,598,646		5.16

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-07	2026-03-31	13F	KORN FERRY	COM NEW	500643200	3,003,385	122,669	4.26	189,065	-0.59	0.0085
2026-02-12	2025-12-31	13F	KORN FERRY	COM NEW	500643200	2,880,716	37,499	1.32	190,188	-4.41	0.0399
2025-11-12	2025-09-30	13F	KORN FERRY	COM NEW	500643200	2,843,217	-74,289	-2.55	198,969	-7.00	0.0427
2025-08-12	2025-06-30	13F	KORN FERRY	COM NEW	500643200	2,917,506	-152,365	-4.96	213,941	2.74	0.0495
2025-05-13	2025-03-31	13F	KORN FERRY	COM NEW	500643200	3,069,871	-91,893	-2.91	208,228	-2.36	0.0518
2025-02-13	2024-12-31	13F	KORN FERRY	COM NEW	500643200	3,161,764	-11,809	-0.37	213,261	-10.69	0.0512
2024-11-07	2024-09-30	13F	KORN FERRY	COM NEW	500643200	3,173,573	-107,613	-3.28	238,774	8.39	0.0579
2024-08-09	2024-06-30	13F	KORN FERRY	COM NEW	500643200	3,281,186	48,993	1.52	220,296	3.64	0.0575
2024-05-10	2024-03-31	13F	KORN FERRY	COM NEW	500643200	3,232,193	26,514	0.83	212,549	11.72	0.0575
2024-02-07	2023-12-31	13F	KORN FERRY	COM NEW	500643200	3,205,679	10,322	0.32	190,257	25.51	0.0556
2023-11-09	2023-09-30	13F	KORN FERRY	COM NEW	500643200	3,195,357	-854	-0.03	151,590	-4.26	0.0497
2023-08-09	2023-06-30	13F	KORN FERRY	COM NEW	500643200	3,196,211	30,856	0.97	158,341	-3.32	0.0505
2023-05-12	2023-03-31	13F	KORN FERRY	COM NEW	500643200	3,165,355	103,992	3.40	163,774	106,246.75	0.0552
2023-02-09	2022-12-31	13F	KORN FERRY	COM NEW	500643200	3,061,363	170,162	5.89	155	-99.89	0.0458
2022-11-10	2022-09-30	13F	KORN FERRY	COM NEW	500643200	2,891,201	10,174	0.35	135,744	-18.79	0.0521
2022-08-12	2022-06-30	13F	KORN FERRY	COM NEW	500643200	2,881,027	15,394	0.54	167,155	-10.18	0.0600
2022-05-13	2022-03-31	13F	KORN FERRY	COM	500643200	2,865,633	-153,258	-5.08	186,098	-18.60	0.0573
2022-02-09	2021-12-31	13F	KORN FERRY	COM	500643200	3,018,891	-113,984	-3.64	228,620	0.85	0.0691
2021-11-12	2021-09-30	13F	KORN FERRY	COM	500643200	3,132,875	-62,226	-1.95	226,698	-2.20	0.0730
2021-08-12	2021-06-30	13F	KORN FERRY	COM	500643200	3,195,101	-88,535	-2.70	231,803	13.19	0.0734
2021-05-14	2021-03-31	13F	KORN FERRY	COM	500643200	3,283,636	-134,345	-3.93	204,800	37.74	0.0677
2021-03-08	2020-12-31	13F/A-2	KORN FERRY	COM	500643200	3,417,981	-112,675	-3.19	148,682	45.21	0.0537
2021-02-11	2020-12-31	13F	KORN FERRY	COM	500643200	3,417,981	-112,675		148,682		53,696.0355
2020-11-12	2020-09-30	13F	KORN FERRY	COM	500643200	3,530,656	31,071	0.89	102,389	-4.79	0.0434
2020-08-13	2020-06-30	13F	KORN FERRY	COM	500643200	3,499,585	84,841	2.48	107,542	29.49	0.0473
2020-05-14	2020-03-31	13F	KORN FERRY	COM	500643200	3,414,744	-52,423	-1.51	83,050	-43.51	0.0433
2020-02-14	2019-12-31	13F	KORN FERRY	COM	500643200	3,467,167	31,223	0.91	147,008	10.73	0.0536
2019-11-12	2019-09-30	13F	KORN FERRY	COM	500643200	3,435,944	-2,157	-0.06	132,762	-3.63	0.0516
2019-08-13	2019-06-30	13F	KORN FERRY	COM	500643200	3,438,101	-80,076	-2.28	137,763	-12.56	0.0535
2019-08-12	2019-03-31	13F/A-2	KORN FERRY	COM	500643200	3,518,177	-263,736	-6.97	157,545	5.36	0.0627
2019-05-10	2019-03-31	13F	KORN FERRY	COM	500643200	3,518,177	-263,736		157,545
2019-02-26	2018-12-31	13F/A-1	KORN FERRY INTL	COM	500643200	3,781,913	-447,912	-10.59	149,537	-28.20	0.0677
2019-02-13	2018-12-31	13F	KORN FERRY INTL	COM	500643200	3,781,913	-447,912		149,537
2018-11-13	2018-09-30	13F	KORN FERRY INTL	COM	500643200	4,229,825	-127,600	-2.93	208,275	-22.82	0.0793
2018-08-10	2018-06-30	13F	KORN FERRY INTL	COM	500643200	4,357,425	-163,682	-3.62	269,852	15.70	0.1076
2018-05-11	2018-03-31	13F	KORN FERRY INTL	COM	500643200	4,521,107	-107,640	-2.33	233,243	21.77	0.0972
2018-02-12	2017-12-31	13F	KORN FERRY INTL	COM	500643200	4,628,747	-50,198	-1.07	191,539	3.82	0.0794
2017-11-13	2017-09-30	13F	KORN FERRY INTL	COM	500643200	4,678,945	102,976	2.25	184,492	16.76	0.0806
2017-08-11	2017-06-30	13F	KORN FERRY INTL	COM	500643200	4,575,969	341,714	8.07	158,009	18.50	0.0730
2017-05-12	2017-03-31	13F	KORN FERRY INTL	COM	500643200	4,234,255	913,207	27.50	133,336	36.42	0.0637
2017-02-09	2016-12-31	13F	KORN FERRY INTL	COM	500643200	3,321,048	121,788	3.81	97,739	45.48	0.0488
2016-11-10	2016-09-30	13F	KORN FERRY INTL	COM	500643200	3,199,260	39,677	1.26	67,184	2.73	0.0363
2016-08-09	2016-06-30	13F	KORN FERRY INTL	COM	500643200	3,159,583	76,441	2.48	65,401	-25.02	0.0376
2016-05-13	2016-03-31	13F	KORN FERRY INTL	COM	500643200	3,083,142	139,752	4.75	87,222	-10.69	0.0522
2016-02-10	2015-12-31	13F	KORN FERRY INTL	COM	500643200	2,943,390	128,840	4.58	97,662	4.93	0.0609
2015-11-13	2015-09-30	13F	KORN FERRY INTL	COM	500643200	2,814,550	69,688	2.54	93,077	-2.47	0.0611
2015-08-14	2015-06-30	13F	KORN FERRY INTL	COM	500643200	2,744,862	67,863	2.54	95,439	8.46	0.0584
2015-05-14	2015-03-31	13F	KORN FERRY INTL	COM	500643200	2,676,999	78,353	3.02	87,992	17.73	0.0556
2015-02-06	2014-12-31	13F	KORN FERRY INTL	COM	500643200	2,598,646	56,110	2.21	74,738	18.05	0.0491
2014-11-13	2014-09-30	13F	KORN FERRY INTL	COM	500643200	2,542,536	52,834	2.12	63,310	-13.42	0.0449
2014-08-08	2014-06-30	13F	KORN FERRY INTL	COM	500643200	2,489,702	114,174	4.81	73,121	3.40	0.0508
2014-05-14	2014-03-31	13F	KORN FERRY INTL	COM	500643200	2,375,528	144,027	6.45	70,718	21.33	0.0528
2014-02-12	2013-12-31	13F	KORN FERRY INTL	COM	500643200	2,231,501	137,474	6.57	58,287	30.07	0.0454
2013-11-13	2013-09-30	13F	KORN FERRY INTL	COM	500643200	2,094,027	74,872	3.71	44,812	18.43	0.0388
2013-08-15	2013-06-30	13F	KORN FERRY INTL	COM	500643200	2,019,155	2,019,155		37,838		0.0356

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.