Kayne Anderson Rudnick Investment Management LLC Reduced Holdings in Q3 2025

Kayne Anderson Rudnick Investment Management LLC

  • $39.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CWAN
Clearwater Analytics Holdings, Inc.

Technology
-9.76M
- 99.94%
$17.97 - $22.57 $175M - $220M
5.8K $104K
EME
Emcor Group, Inc.

Industrials
-514K
- 39.39%
$530.88 - $655.83 $273M - $337M
791K $514M
FDS
Factset Research Systems Inc

Financial Services
-30.8K
- 2.88%
$283.86 - $450.3 $8.74M - $13.9M
1.04M $297M
JKHY
Henry Jack & Associates Inc

Technology
-125K
- 2.65%
$148.45 - $182.09 $18.5M - $22.7M
4.59M $683M
CRVL
Corvel Corp

Financial Services
-106K
- 1.91%
$77.22 - $104.34 $8.2M - $11.1M
5.45M $422M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-74.8K
- 2.93%
$332.69 - $399.0 $24.9M - $29.9M
2.48M $826M
CHH
Choice Hotels International Inc

Consumer Cyclical
-250K
- 6.32%
$106.91 - $135.29 $26.7M - $33.8M
3.7M $396M
OLED
Universal Display Corp Pa

Technology
-399K
- 9.05%
$134.16 - $161.44 $53.5M - $64.3M
4M $575M
FICO
Fair Isaac Corp

Technology
-16.2K
- 7.21%
$1311.26 - $1869.83 $21.2M - $30.3M
208K $312M
MORN
Morningstar, Inc.

Financial Services
-83.1K
- 9.79%
$231.72 - $311.89 $19.3M - $25.9M
765K $178M
GSHD
Goosehead Insurance, Inc.

Financial Services
-197K
- 8.47%
$73.5 - $104.57 $14.5M - $20.6M
2.13M $158M
LII
Lennox International Inc

Industrials
-61.8K
- 5.55%
$516.18 - $664.54 $31.9M - $41.1M
1.05M $557M
LSTR
Landstar System Inc

Industrials
-61.6K
- 1.54%
$120.68 - $146.55 $7.43M - $9.02M
3.92M $481M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-58.2K
- 1.35%
$93.1 - $110.49 $5.42M - $6.43M
4.25M $397M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-331K
- 7.45%
$123.13 - $140.8 $40.8M - $46.6M
4.12M $528M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-86.3K
- 2.72%
$107.28 - $125.1 $9.26M - $10.8M
3.08M $335M
ROP
Roper Technologies Inc

Industrials
-99K
- 89.87%
$495.03 - $573.0 $49M - $56.7M
11.2K $5.57M
ALGN
Align Technology Inc

Healthcare
-35.5K
- 4.35%
$124.88 - $207.19 $4.43M - $7.35M
780K $97.6M
BSY
Bentley Systems Inc

Technology
-352K
- 2.31%
$51.48 - $58.72 $18.1M - $20.6M
14.9M $765M
SPSC
Sps Commerce Inc

Technology
-280K
- 33.47%
$103.88 - $142.5 $29M - $39.8M
556K $57.9M
ACN
Accenture PLC

Technology
-175K
- 93.97%
$232.56 - $304.78 $40.7M - $53.4M
11.2K $2.77M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-184K
- 5.4%
$50.98 - $67.62 $9.36M - $12.4M
3.22M $181M
DAVA
Endava PLC

Technology
-551K
- 8.03%
$8.8 - $15.71 $4.85M - $8.66M
6.31M $57.4M
IT
Gartner Inc

Technology
-63.2K
- 29.78%
$225.98 - $406.7 $14.3M - $25.7M
149K $39.2M
RLI
Rli Corp

Financial Services
-88.5K
- 1.54%
$64.17 - $71.7 $5.68M - $6.35M
5.67M $370M
EXPO
Exponent Inc

Industrials
-301K
- 6.28%
$68.33 - $77.6 $20.6M - $23.4M
4.49M $312M
CHE
Chemed Corp

Healthcare
-43.2K
- 7.33%
$412.3 - $483.92 $17.8M - $20.9M
547K $245M
VRSK
Verisk Analytics, Inc.

Industrials
-3.3K
- 0.52%
$242.3 - $312.95 $800K - $1.03M
630K $159M
KAI
Kadant Inc

Industrials
-29.3K
- 2.24%
$297.58 - $358.61 $8.73M - $10.5M
1.28M $380M
UFPI
Ufp Industries Inc

Basic Materials
-77.6K
- 2.13%
$91.8 - $108.49 $7.13M - $8.42M
3.57M $334M
ZBRA
Zebra Technologies Corp

Technology
-37.9K
- 2.56%
$296.92 - $341.36 $11.2M - $12.9M
1.44M $429M
EFX
Equifax Inc

Industrials
-67K
- 2.17%
$234.03 - $265.73 $15.7M - $17.8M
3.02M $774M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-31.1K
- 3.21%
$138.59 - $171.12 $4.31M - $5.32M
938K $132M
RVLV
Revolve Group, Inc.

Consumer Cyclical
-1.53M
- 25.78%
$19.09 - $24.09 $29.2M - $36.9M
4.41M $93.9M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-71.5K
- 2.7%
$53.89 - $68.51 $3.85M - $4.9M
2.57M $141M
HLNE
Hamilton Lane Inc

Financial Services
-26.8K
- 0.93%
$134.79 - $160.88 $3.61M - $4.31M
2.85M $384M
ABNB
Airbnb, Inc.

Consumer Cyclical
-182K
- 99.52%
$118.3 - $142.16 $21.5M - $25.9M
873 $105K
BRO
Brown & Brown, Inc.

Financial Services
-30.3K
- 2.46%
$90.88 - $108.93 $2.75M - $3.3M
1.2M $113M
MELI
Mercadolibre Inc

Consumer Cyclical
-2.98K
- 6.37%
$2292.04 - $2514.05 $6.83M - $7.49M
43.8K $102M
FIZZ
National Beverage Corp

Consumer Defensive
-91.4K
- 3.54%
$36.54 - $47.69 $3.34M - $4.36M
2.49M $91.8M
BMI
Badger Meter Inc

Technology
-1.92K
- 0.66%
$172.32 - $245.81 $331K - $472K
288K $51.4M
WDFC
Wd 40 CO

Basic Materials
-10.8K
- 1.91%
$195.27 - $233.16 $2.11M - $2.52M
553K $109M
NCNO
N Cino, Inc.

Technology
-469K
- 6.27%
$26.19 - $32.69 $12.3M - $15.3M
7.01M $190M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-742K
- 33.95%
$42.74 - $62.88 $31.7M - $46.7M
1.44M $83M
AIN
Albany International Corp

Consumer Cyclical
-45K
- 4.77%
$52.8 - $72.53 $2.38M - $3.26M
899K $47.9M
VERX
Vertex, Inc.

Technology
-117K
- 8.24%
$23.87 - $36.4 $2.79M - $4.25M
1.3M $32.3M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-27.1K
- 1.76%
$68.93 - $83.01 $1.87M - $2.25M
1.52M $106M
UNF
Unifirst Corp

Industrials
-14.5K
- 2.41%
$165.27 - $190.41 $2.4M - $2.77M
589K $98.4M
NRC
National Research Corp

Healthcare
-236K
- 7.91%
$12.5 - $17.01 $2.95M - $4.02M
2.75M $35.2M
Activity Summary
Buys All Purchases 271 New Holdings 24 Increased Positions 247 Sells All Sells 406 Reductions 398 Sold out 8 Options Calls 0 Puts 0
Track This Portfolio

Track Kayne Anderson Rudnick Investment Management LLC Portfolio

Follow Kayne Anderson Rudnick Investment Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kayne Anderson Rudnick Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kayne Anderson Rudnick Investment Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email