Kayne Anderson Rudnick Investment Management LLC
Net seller this quarter
$32.2B
783
-$4.3B
21.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PRI | $787M | 2.44% | 8.96% | -9.9% | Q1 2014 |
 RBC | $778M | 2.42% | 3.69% | -8.8% | Q2 2013 |
 WTS | $777M | 2.41% | Not reported | -6.7% | Q3 2020 |
 SSD | $747M | 2.32% | 8.67% | -8.2% | Q3 2019 |
 JKHY | $718M | 2.23% | 7.34% | -4.5% | Q2 2013 |
 TTC | $695M | 2.16% | 7.50% | -9.9% | Q2 2013 |
 TDY | $678M | 2.11% | 2.19% | -15.3% | Q2 2015 |
 GOLF | $644M | 2.00% | 9.27% | -8.3% | Q1 2020 |
 LSTR | $638M | 1.98% | 9.10% | -10.1% | Q2 2013 |
 IBKR | $554M | 1.72% | 2.49% | -36.5% | Q1 2017 |
 POOL | $553M | 1.72% | 7.08% | -9.7% | Q2 2013 |
 NDSN | $517M | 1.61% | 3.08% | -16.2% | Q2 2013 |
 EME | $509M | 1.58% | 1.39% | -13.3% | Q1 2020 |
 ULS | $478M | 1.49% | 2.34% | -13.0% | Q3 2024 |
 ALLE | $476M | 1.48% | 3.99% | -6.7% | Q1 2020 |
 WSO | $473M | 1.47% | Not reported | -14.7% | Q1 2016 |
 WRB | $450M | 1.40% | 1.72% | -18.0% | Q2 2015 |
 ZWS | $449M | 1.40% | 5.35% | -18.1% | Q2 2023 |
 FCN | $447M | 1.39% | 10.84% | -7.8% | Q4 2020 |
 LII | $424M | 1.32% | 2.13% | -15.5% | Q1 2017 |
 IBP | $423M | 1.31% | 6.93% | +1.5% | Q3 2025 |
 LPLA | $404M | 1.26% | 1.79% | -14.6% | Q1 2021 |
 RLI | $398M | 1.24% | 7.34% | -3.8% | Q2 2013 |
 COO | $389M | 1.21% | 2.78% | -17.9% | Q2 2014 |
 MC | $354M | 1.10% | Not reported | -6.3% | Q4 2017 |
 SAIA | $343M | 1.06% | 3.05% | -17.5% | Q1 2023 |
 ROL | $343M | 1.06% | 1.71% | -15.4% | Q2 2013 |
 FHB | $338M | 1.05% | 9.49% | -6.1% | Q4 2019 |
 GMED | $338M | 1.05% | 3.15% | Not reported | Q4 2015 |
 KAI | $338M | 1.05% | 9.11% | -7.4% | Q3 2023 |
 HLI | $325M | 1.01% | 412.78% | -8.2% | Q4 2017 |
 EFX | $300M | 0.93% | 1.61% | -17.3% | Q2 2013 |
 ALGN | $292M | 0.91% | 2.43% | -8.9% | Q3 2019 |
 GGG | $290M | 0.90% | 2.31% | -7.5% | Q2 2013 |
 AME | $289M | 0.90% | 0.52% | -9.4% | Q4 2015 |
 MPWR | $285M | 0.89% | 0.42% | -22.7% | Q4 2022 |
| CRVL | $285M | 0.88% | 9.00% | -6.6% | Q2 2020 |
 WST | $273M | 0.85% | 1.08% | -11.4% | Q3 2016 |
 THO | $272M | 0.85% | 6.96% | -15.5% | Q2 2013 |
 UFPI | $271M | 0.84% | 5.42% | -6.2% | Q2 2023 |
 BANF | $266M | 0.83% | 7.12% | -7.7% | Q4 2021 |
 TTAN | $265M | 0.82% | 10.60% | -23.0% | Q4 2024 |
 ZBRA | $259M | 0.81% | 2.07% | -12.5% | Q2 2019 |
 BJ | $259M | 0.81% | 2.33% | -16.1% | Q4 2020 |
 WAB | $251M | 0.78% | 0.55% | -11.8% | Q3 2016 |
 DCI | $250M | 0.78% | 2.40% | -4.8% | Q2 2013 |
 HLNE | $241M | 0.75% | Not reported | -10.6% | Q4 2020 |
 EXPO | $235M | 0.73% | 8.24% | +2.8% | Q2 2013 |
 SITE | $234M | 0.73% | 4.68% | -17.6% | Q4 2016 |
 ALH | $210M | 0.65% | 3.98% | -16.4% | Q4 2025 |
| Q1 2026 | |||||
| JKHY | $863M | 2.53% | 7.57% | -6.8% | Q2 2013 |
| PRI | $769M | 2.26% | 9.94% | -3.0% | Q1 2014 |
| TTC | $740M | 2.17% | 8.17% | -2.6% | Q2 2013 |
| TDY | $726M | 2.13% | 2.59% | -9.8% | Q2 2015 |
| RBC | $719M | 2.11% | 4.05% | -6.2% | Q2 2013 |
| IBKR | $672M | 1.97% | 3.91% | -10.6% | Q1 2017 |
| SSD | $667M | 1.96% | 9.38% | -3.3% | Q3 2019 |
| WTS | $618M | 1.81% | Not reported | -0.9% | Q3 2020 |
| POOL | $577M | 1.69% | 7.82% | +61.9% | Q2 2013 |
| FCN | $576M | 1.69% | 10.80% | -3.0% | Q4 2020 |
| GOLF | $554M | 1.63% | 10.12% | -2.7% | Q1 2020 |
| LSTR | $550M | 1.62% | 10.08% | -1.9% | Q2 2013 |
| NDSN | $544M | 1.60% | 3.67% | -9.7% | Q2 2013 |
| ALLE | $528M | 1.55% | 4.23% | -10.1% | Q1 2020 |
| EME | $522M | 1.53% | 1.59% | -4.4% | Q1 2020 |
| ROL | $518M | 1.52% | 2.02% | +7.8% | Q2 2013 |
| WRB | $515M | 1.51% | 2.09% | -10.8% | Q2 2015 |
| LPLA | $505M | 1.48% | 2.10% | -26.9% | Q1 2021 |
| ZWS | $487M | 1.43% | 6.50% | -10.3% | Q2 2023 |
| WSO | $484M | 1.42% | Not reported | -5.5% | Q1 2016 |
| IBP | $481M | 1.41% | 6.73% | -4.3% | Q3 2025 |
| COO | $473M | 1.39% | 3.39% | -8.1% | Q2 2014 |
| ULS | $463M | 1.36% | 2.69% | -10.2% | Q3 2024 |
| EFX | $411M | 1.21% | 1.91% | -13.1% | Q2 2013 |
| LII | $406M | 1.19% | 2.51% | -9.3% | Q1 2017 |
| RLI | $400M | 1.17% | 7.62% | -4.0% | Q2 2013 |
| HLI | $379M | 1.11% | 449.45% | -4.7% | Q4 2017 |
| GGG | $351M | 1.03% | 2.51% | -2.7% | Q2 2013 |
| BJ | $349M | 1.02% | 2.73% | -9.3% | Q4 2020 |
| SAIA | $347M | 1.02% | 3.70% | -9.5% | Q1 2023 |
| THO | $343M | 1.01% | 8.16% | -8.7% | Q2 2013 |
| KAI | $340M | 1.00% | 9.85% | -2.3% | Q3 2023 |
| HLNE | $339M | 1.00% | Not reported | +25.2% | Q4 2020 |
 CHH | $333M | 0.98% | 7.06% | +8.2% | Q1 2023 |
| SITE | $331M | 0.97% | 5.61% | -6.8% | Q4 2016 |
| MC | $329M | 0.97% | Not reported | -4.2% | Q4 2017 |
| ALGN | $326M | 0.96% | 2.66% | +150.1% | Q3 2019 |
 BFAM | $316M | 0.93% | 7.27% | +40.0% | Q2 2020 |
| TTAN | $309M | 0.91% | 13.76% | +40.6% | Q4 2024 |
| FHB | $303M | 0.89% | 10.10% | -3.5% | Q4 2019 |
| OLLI | $303M | 0.89% | 5.39% | -10.5% | Q4 2015 |
 OLED | $295M | 0.87% | 6.88% | -5.2% | Q2 2024 |
| UFPI | $294M | 0.86% | 5.64% | +0.5% | Q2 2023 |
| MPWR | $292M | 0.86% | 0.54% | -9.3% | Q4 2022 |
| AME | $283M | 0.83% | 0.58% | -8.1% | Q4 2015 |
| BANF | $281M | 0.83% | 7.71% | -0.9% | Q4 2021 |
| CRVL | $266M | 0.78% | 9.57% | -2.4% | Q2 2020 |
| WAB | $264M | 0.78% | 0.62% | +0.6% | Q3 2016 |
| EXPO | $254M | 0.74% | 7.89% | -6.2% | Q2 2013 |
| DCI | $248M | 0.73% | 2.52% | -3.1% | Q2 2013 |
| Q4 2025 | |||||
| JKHY | $1.07B | 2.87% | 8.10% | +27.8% | Q2 2013 |
| LPLA | $821M | 2.20% | 2.87% | -7.4% | Q1 2021 |
| PRI | $818M | 2.20% | 9.95% | -6.9% | Q1 2014 |
| IBKR | $721M | 1.93% | 4.38% | -8.0% | Q1 2017 |
| TDY | $680M | 1.82% | 2.88% | -7.3% | Q2 2015 |
| SSD | $649M | 1.74% | 9.74% | -7.2% | Q3 2019 |
| ALLE | $644M | 1.73% | 4.70% | -7.7% | Q1 2020 |
| TTC | $640M | 1.72% | 8.31% | +2.9% | Q2 2013 |
| RBC | $633M | 1.70% | 4.32% | -6.0% | Q2 2013 |
| WRB | $611M | 1.64% | 2.31% | -8.3% | Q2 2015 |
| WTS | $592M | 1.59% | Not reported | -7.7% | Q3 2020 |
| COO | $590M | 1.58% | 3.67% | -4.7% | Q2 2014 |
| FCN | $574M | 1.54% | 10.88% | +2.3% | Q4 2020 |
| EFX | $571M | 1.53% | 2.18% | -12.8% | Q2 2013 |
| ZWS | $563M | 1.51% | 7.25% | -7.8% | Q2 2023 |
| NDSN | $544M | 1.46% | 4.06% | -8.1% | Q2 2013 |
| ROL | $540M | 1.45% | 1.87% | -8.5% | Q2 2013 |
| LSTR | $503M | 1.35% | 10.19% | -10.9% | Q2 2013 |
| IBP | $491M | 1.32% | 7.02% | +9.8% | Q3 2025 |
 BSY | $491M | 1.32% | Not reported | -13.4% | Q3 2020 |
| GOLF | $486M | 1.30% | 10.38% | -7.1% | Q1 2020 |
| HLI | $483M | 1.30% | 471.67% | -5.1% | Q4 2017 |
| THO | $482M | 1.29% | 8.89% | -8.0% | Q2 2013 |
| WSO | $474M | 1.27% | Not reported | -9.0% | Q1 2016 |
| ULS | $474M | 1.27% | 2.99% | -7.7% | Q3 2024 |
| LII | $468M | 1.26% | 2.75% | -8.4% | Q1 2017 |
| RLI | $467M | 1.25% | 7.94% | +28.8% | Q2 2013 |
| EME | $452M | 1.21% | 1.66% | -6.5% | Q1 2020 |
| MC | $415M | 1.11% | Not reported | -6.6% | Q4 2017 |
| POOL | $403M | 1.08% | 4.81% | -20.5% | Q2 2013 |
| OLLI | $403M | 1.08% | 5.99% | -10.8% | Q4 2015 |
| OLED | $396M | 1.06% | 7.18% | -15.3% | Q2 2024 |
 MDY | $382M | 1.03% | Not reported | +167.4% | Q4 2015 |
| TTAN | $369M | 0.99% | 9.79% | +54.4% | Q4 2024 |
| HLNE | $366M | 0.98% | Not reported | -4.1% | Q4 2020 |
| SAIA | $356M | 0.96% | 4.09% | -10.0% | Q1 2023 |
| BJ | $352M | 0.94% | 2.99% | -8.1% | Q4 2020 |
 TRMB | $352M | 0.94% | 1.89% | -10.5% | Q1 2023 |
| GGG | $349M | 0.94% | 2.58% | -6.5% | Q2 2013 |
| KAI | $339M | 0.91% | 10.10% | -7.0% | Q3 2023 |
| CRVL | $338M | 0.91% | 9.76% | -8.5% | Q2 2020 |
| SITE | $332M | 0.89% | 6.01% | -9.2% | Q4 2016 |
| FHB | $322M | 0.86% | 10.38% | -7.1% | Q4 2019 |
| ZBRA | $304M | 0.82% | 2.47% | -13.4% | Q2 2019 |
| AME | $295M | 0.79% | 0.63% | -6.2% | Q4 2015 |
| UFPI | $289M | 0.78% | 5.60% | -11.2% | Q2 2023 |
| EXPO | $288M | 0.77% | 8.30% | -7.7% | Q2 2013 |
| CHH | $284M | 0.76% | 6.47% | -19.6% | Q1 2023 |
| BFAM | $278M | 0.75% | 4.94% | -11.0% | Q2 2020 |
| BANF | $277M | 0.74% | 7.80% | -8.3% | Q4 2021 |
| Q3 2025 | |||||
| PRI | $944M | 2.30% | 10.60% | -2.4% | Q1 2014 |
| TDY | $841M | 2.05% | 3.06% | -2.4% | Q2 2015 |
| IBKR | $838M | 2.04% | 4.76% | -2.5% | Q1 2017 |
| LPLA | $826M | 2.01% | 3.10% | -2.9% | Q1 2021 |
| ALLE | $777M | 1.89% | 5.09% | -2.3% | Q1 2020 |
| EFX | $774M | 1.89% | 2.46% | -2.2% | Q2 2013 |
| BSY | $765M | 1.86% | Not reported | -2.3% | Q3 2020 |
| WRB | $727M | 1.77% | 2.50% | -14.4% | Q2 2015 |
| SSD | $725M | 1.77% | 10.40% | -4.8% | Q3 2019 |
| POOL | $687M | 1.67% | 5.93% | +0.2% | Q2 2013 |
| JKHY | $683M | 1.66% | 6.29% | -2.7% | Q2 2013 |
| WTS | $649M | 1.58% | Not reported | -2.4% | Q3 2020 |
| WSO | $625M | 1.52% | Not reported | +0.9% | Q1 2016 |
| ZWS | $617M | 1.50% | 7.83% | -2.5% | Q2 2023 |
| TTC | $602M | 1.47% | 8.07% | -1.9% | Q2 2013 |
| HLI | $600M | 1.46% | 497.03% | -2.8% | Q4 2017 |
| RBC | $586M | 1.43% | 4.59% | -2.9% | Q2 2013 |
| ROL | $577M | 1.41% | 2.03% | -2.8% | Q2 2013 |
| OLED | $575M | 1.40% | 8.42% | -9.1% | Q2 2024 |
| NDSN | $559M | 1.36% | 4.38% | -2.4% | Q2 2013 |
| LII | $557M | 1.36% | 3.00% | -5.6% | Q1 2017 |
| FCN | $531M | 1.29% | 10.47% | -2.1% | Q4 2020 |
| THO | $529M | 1.29% | 9.70% | -2.0% | Q2 2013 |
| OLLI | $528M | 1.29% | 6.71% | -7.5% | Q4 2015 |
| COO | $518M | 1.26% | 3.80% | -3.9% | Q2 2014 |
| GOLF | $514M | 1.25% | 11.17% | -2.6% | Q1 2020 |
| EME | $514M | 1.25% | 1.77% | -39.4% | Q1 2020 |
| LSTR | $481M | 1.17% | 11.33% | -1.5% | Q2 2013 |
| ULS | $461M | 1.12% | 3.25% | -2.3% | Q3 2024 |
| MC | $461M | 1.12% | Not reported | -4.6% | Q4 2017 |
| ZBRA | $429M | 1.05% | 2.84% | -2.6% | Q2 2019 |
| IBP | $426M | 1.04% | 6.36% | New | Q3 2025 |
| CRVL | $422M | 1.03% | 10.63% | -1.9% | Q2 2020 |
| TRMB | $409M | 1.00% | 2.11% | +951.9% | Q1 2023 |
| BJ | $397M | 0.97% | 3.23% | -1.4% | Q4 2020 |
| CHH | $396M | 0.96% | 8.00% | -6.3% | Q1 2023 |
| GGG | $387M | 0.94% | 2.75% | -2.5% | Q2 2013 |
| HLNE | $384M | 0.93% | Not reported | -0.9% | Q4 2020 |
| KAI | $380M | 0.93% | 10.85% | -2.2% | Q3 2023 |
| SITE | $378M | 0.92% | 6.57% | -2.1% | Q4 2016 |
| RLI | $370M | 0.90% | 6.17% | -1.5% | Q2 2013 |
| SAIA | $363M | 0.88% | 4.55% | 0.0% | Q1 2023 |
| BANF | $361M | 0.88% | 8.55% | +11.9% | Q4 2021 |
| FHB | $340M | 0.83% | 11.07% | -1.7% | Q4 2019 |
| BFAM | $335M | 0.82% | 5.43% | -2.7% | Q2 2020 |
| UFPI | $334M | 0.81% | 6.13% | -2.1% | Q2 2023 |
| MPWR | $327M | 0.80% | 0.74% | -2.4% | Q4 2022 |
 HEI.A | $316M | 0.77% | Not reported | -4.9% | Q2 2013 |
| EXPO | $312M | 0.76% | 8.89% | -6.3% | Q2 2013 |
 FICO | $312M | 0.76% | 0.88% | -7.2% | Q2 2016 |