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
EPAC
Enerpac Tool Group Corp

Industrials
-37.9K
- 0.82%
$36.95 - $43.71 $1.4M - $1.66M
4.61M $189M
CBRE
Cbre Group, Inc.

Real Estate
-8
- 0.03%
$137.04 - $165.9 $1.1K - $1.33K
29.3K $4.61M
NET
Cloudflare, Inc.

Technology
-43.8K
- 8.01%
$181.39 - $228.28 $7.95M - $10M
503K $108M
PSMT
Pricesmart Inc

Consumer Defensive
-41.2K
- 11.35%
$102.01 - $122.66 $4.2M - $5.05M
322K $39M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-10.3K
- 6.04%
$225.11 - $247.9 $2.33M - $2.57M
161K $39.8M
PSTG
Pure Storage, Inc.

Technology
-2.03K
- 5.02%
$54.47 - $88.29 $111K - $179K
38.4K $3.22M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-796
- 4.89%
$404.94 - $499.99 $322K - $398K
15.5K $7.51M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.28K
- 2.48%
$148.97 - $165.88 $340K - $378K
89.6K $14.7M
LMAT
Lemaitre Vascular Inc

Healthcare
-1.06K
- 0.44%
$79.77 - $100.33 $84.6K - $106K
242K $21.2M
MDT
Medtronic PLC

Healthcare
-1.46K
- 1.01%
$87.67 - $95.74 $128K - $140K
144K $13.7M
UBER
Uber Technologies, Inc

Technology
-12.9K
- 2.05%
$86.91 - $99.57 $1.12M - $1.28M
614K $60.2M
CASY
Caseys General Stores Inc

Consumer Cyclical
-497
- 1.34%
$494.52 - $565.32 $246K - $281K
36.7K $20.8M
FTS
Fortis Inc.

Utilities
-6.49K
- 0.77%
$46.83 - $50.85 $304K - $330K
834K $42.3M
CSM
Proshares Large Cap Core Plus

ETFs
-1.7K
- 0.43%
$70.54 - $76.83 $120K - $131K
396K $30.3M
GOOG
Alphabet Inc.

Communication Services
-1.25K
- 3.09%
$175.16 - $255.24 $219K - $319K
39.2K $9.55M
GD
General Dynamics Corp

Industrials
-816
- 1.46%
$293.92 - $341.0 $240K - $278K
55.1K $18.8M
PTC
Ptc Inc.

Technology
-15.2K
- 7.83%
$173.07 - $216.53 $2.63M - $3.29M
179K $36.4M
AVGO
Broadcom Inc.

Technology
-17.6K
- 10.56%
$264.74 - $369.57 $4.65M - $6.5M
149K $49.1M
MANH
Manhattan Associates Inc

Technology
-26.5K
- 2.12%
$196.16 - $227.94 $5.21M - $6.05M
1.23M $251M
CDNS
Cadence Design Systems Inc

Technology
-8.56K
- 5.21%
$309.46 - $373.37 $2.65M - $3.2M
156K $54.8M
ABBV
Abb Vie Inc.

Healthcare
-7.9K
- 5.99%
$184.85 - $231.54 $1.46M - $1.83M
124K $28.7M
ROL
Rollins Inc

Consumer Cyclical
-280K
- 2.77%
$55.05 - $58.74 $15.4M - $16.5M
9.83M $577M
APH
Amphenol Corp

Technology
-448K
- 17.45%
$97.39 - $125.4 $43.6M - $56.1M
2.12M $262M
APPF
Appfolio Inc

Technology
-70.8K
- 10.32%
$229.81 - $321.25 $16.3M - $22.8M
616K $170M
PNR
Pentair PLC

Industrials
-22K
- 1.23%
$100.62 - $112.59 $2.22M - $2.48M
1.77M $197M
ROAD
Construction Partners, Inc.

Industrials
-316K
- 12.36%
$93.43 - $136.74 $29.5M - $43.2M
2.24M $284M
SHOP
Shopify Inc.

Technology
-4.62K
- 1.14%
$112.11 - $157.12 $518K - $726K
402K $59.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-11K
- 1.28%
$89.32 - $107.82 $981K - $1.18M
847K $91.3M
AAON
Aaon, Inc.

Industrials
-176K
- 10.83%
$72.08 - $94.26 $12.7M - $16.6M
1.45M $135M
SITE
Site One Landscape Supply, Inc.

Industrials
-61.9K
- 2.06%
$121.97 - $152.97 $7.54M - $9.46M
2.94M $378M
NDSN
Nordson Corp

Industrials
-61.4K
- 2.43%
$209.25 - $227.98 $12.8M - $14M
2.46M $559M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-218K
- 4.79%
$158.03 - $197.08 $34.4M - $42.9M
4.33M $725M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-172K
- 2.56%
$73.9 - $84.4 $12.7M - $14.5M
6.55M $514M
WMS
Advanced Drainage Systems, Inc.

Industrials
-20.2K
- 1.58%
$110.89 - $148.5 $2.24M - $3.01M
1.26M $175M
TTC
Toro CO

Industrials
-149K
- 1.85%
$72.64 - $82.54 $10.8M - $12.3M
7.9M $602M
DCI
Donaldson CO Inc

Industrials
-77.6K
- 2.37%
$69.82 - $82.14 $5.42M - $6.37M
3.2M $262M
AWI
Armstrong World Industries Inc

Industrials
-35.1K
- 2.66%
$163.99 - $199.13 $5.76M - $6.99M
1.28M $251M
MC
Moelis & CO

Financial Services
-311K
- 4.59%
$64.0 - $77.75 $19.9M - $24.2M
6.46M $461M
WST
West Pharmaceutical Services Inc

Healthcare
-13.2K
- 1.26%
$210.08 - $279.1 $2.78M - $3.69M
1.04M $272M
HLI
Houlihan Lokey, Inc.

Financial Services
-85.1K
- 2.83%
$181.55 - $209.19 $15.4M - $17.8M
2.92M $600M
MPWR
Monolithic Power Systems Inc

Technology
-8.6K
- 2.36%
$711.24 - $922.81 $6.11M - $7.93M
355K $327M
WTS
Watts Water Technologies Inc

Industrials
-56.6K
- 2.38%
$247.02 - $285.86 $14M - $16.2M
2.32M $649M
THO
Thor Industries Inc

Consumer Cyclical
-102K
- 1.96%
$88.76 - $112.33 $9.06M - $11.5M
5.11M $529M
TDY
Teledyne Technologies Inc

Technology
-34.5K
- 2.35%
$509.51 - $586.04 $17.6M - $20.2M
1.44M $841M
ZWS
Zurn Water Solutions Corp

Industrials
-335K
- 2.49%
$36.48 - $47.94 $12.2M - $16.1M
13.1M $617M
ALLE
Allegion PLC

Industrials
-104K
- 2.32%
$145.55 - $179.33 $15.1M - $18.7M
4.38M $777M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-316K
- 2.53%
$56.32 - $68.81 $17.8M - $21.7M
12.2M $838M
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
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