KINDLY MD INC
COM · CUSIP 49457M106
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2024 | 4 |
| Q3 2024 | 4 |
| Q4 2024 | 8 |
| Q1 2025 | 11 |
| Q2 2025 | 13 |
| Q3 2025 | 54 |
| Q4 2025 | 64 |
| Q1 2026 | 62 |
| Q2 2026 | 0 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 3 | 2 |
| Q4 2024 | 5 | 0 |
| Q1 2025 | 7 | 3 |
| Q2 2025 | 11 | 8 |
| Q3 2025 | 53 | 3 |
| Q4 2025 | 43 | 31 |
| Q1 2026 | 27 | 32 |
| Q2 2026 | 0 | 61 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $4.6m | $4.1m | 0.90 |
| Q4 2025 | $946.6k | $1.1m | 1.17 |
| Q1 2026 | $421.7k | $59.7k | 0.14 |
| Q2 2026 | $0 | $0 | — |
Biggest buyers
| None |
Biggest sellers
| Alyeska Investment Group, L.P. | Sold out | -25.6m |
| UBS Group AG | Sold out | -16.9m |
| Yorkville Advisors Global, LP | Sold out | -9.3m |
| Hunting Hill Global Capital, LLC | Sold out | -8.2m |
| BlackRock, Inc. | Sold out | -7.7m |
| MILLENNIUM MANAGEMENT LLC | Sold out | -6.8m |
| GEODE CAPITAL MANAGEMENT, LLC | Sold out | -5.1m |
| VANGUARD CAPITAL MANAGEMENT LLC | Sold out | -4.9m |
| Saba Capital Management, L.P. | Sold out | -4.8m |
| Stratos Wealth Partners, LTD. | Sold out | -4.5m |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Bailey David F
13D · may seek influence
new · filed 2026-02-27
Stated purposeThe Reporting Person acquired all of the securities for investment purposes only and is holding them as a long-term investment. The Reporting Person intends to continuously review his investment in the Issuer and may in the future determine to acquire additional securities of the Issuer or dispose of the securities of the Issuer owned by him or take any other available course of action, including surrendering or selling shares back to the Issuer for tax withholding obligations. Notwithstanding anything contained herein, the Reporting Person specifically reserves the right to change his intention with respect to any or all of such matters. The Reporting Person is the Chairman and Chief Executive Officer of the Issuer and acquired the RSUs in that capacity, pursuant to the BTC Consulting Ag… Full filing |
17.3% |
| Bailey Calli Sullivan 13G · passive investor new · filed 2026-02-26 | 16.0% |
Fell to 5% or below in the last year: Alyeska Investment Group, L.P. (3.7%, 2026-05-15)
Holders, Q2 2026
| Manager | Shares | Change |
|---|