Activity — Kayne Anderson Rudnick Investment Management, LLC
208 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Pool Corp Common stock | $220.52M | +1.1M +61.92% | 2,850,195 1.69% of portfolio | high |
| Q1 2026 as of | Add | Align Technology, Inc. Common stock | $195.79M | +1.1M +150.11% | 1,902,905 0.96% of portfolio | high |
| Q1 2026 as of | Add | Bright Horizons Family Solutions Inc. Common stock | $90.21M | +1.1M +40.01% | 3,843,922 0.93% of portfolio | high |
| Q1 2026 as of | Add | ServiceTitan, Inc. Common stock | $89.17M | +1.4M +40.56% | 4,869,029 0.91% of portfolio | high |
| Q1 2026 as of | Add | Hamilton Lane INC Common stock | $68.32M | +687K +25.19% | 3,415,150 1.00% of portfolio | high |
| Q1 2026 as of | Add | Hawkins Inc Common stock | $58.32M | +380K +33.12% | 1,526,055 0.69% of portfolio | high |
| Q1 2026 as of | Add | G38644103 Common stock | $52.48M | +1.2M +1066.22% | 1,264,924 0.17% of portfolio | high |
| Q1 2026 as of | Add | Rollins Inc Common stock | $37.49M | +702K +7.80% | 9,701,438 1.52% of portfolio | medium |
| Q1 2026 as of | Add | G0896C103 Common stock | $36.19M | +1.0M +158.45% | 1,668,895 0.17% of portfolio | medium |
| Q1 2026 as of | Add | 464287598 Common stock | $29.36M | +137K +92.72% | 285,437 0.18% of portfolio | medium |
| Q1 2026 as of | Add | ALH Alliance Laundry Holdings Inc. Common Stock | $27.21M | +1.3M +16.10% | 9,456,854 0.58% of portfolio | medium |
| Q1 2026 as of | Add | Cloudflare, Inc. Common stock | $27.17M | +132K +32.53% | 536,384 0.33% of portfolio | medium |
| Q1 2026 as of | Add | Choice Hotels International Inc /De Common stock | $25.28M | +244K +8.20% | 3,221,741 0.98% of portfolio | medium |
| Q1 2026 as of | Add | Comfort Systems USA Inc Common stock | $23.68M | +17K +42.06% | 57,993 0.23% of portfolio | medium |
| Q1 2026 as of | Add | BlackRock ETF Trust - iShares International Country Rotation Active ETF Common stock | $22.99M | +395K +61.60% | 1,036,543 0.18% of portfolio | medium |
| Q1 2026 as of | Add | Reddit, Inc. Common stock | $22.53M | +167K +147.51% | 280,736 0.11% of portfolio | medium |
| Q1 2026 as of | Add | WD-40 Co Common stock | $21.78M | +107K +20.25% | 634,334 0.38% of portfolio | medium |
| Q1 2026 as of | Add | Datadog, Inc. Common stock | $21.71M | +184K +95.60% | 376,353 0.13% of portfolio | medium |
| Q1 2026 as of | Add | Kla Corp Common stock | $21.32M | +14K +88.02% | 30,936 0.13% of portfolio | medium |
| Q1 2026 as of | Add | Caterpillar Inc Common stock | $19.16M | +27K +10524.12% | 27,304 0.06% of portfolio | medium |
| Q1 2026 as of | Add | Verisk Analytics, Inc. Common stock | $15.06M | +79K +10.34% | 847,128 0.47% of portfolio | medium |
| Q1 2026 as of | Add | Parker-Hannifin Corp Common stock | $13.19M | +15K +37776.92% | 14,772 0.04% of portfolio | medium |
| Q1 2026 as of | Add | Medline Inc. Common stock | $12.66M | +285K +30.07% | 1,230,744 0.16% of portfolio | medium |
| Q1 2026 as of | Add | 464287499 Common stock | $11.38M | +117K +19.24% | 725,457 0.21% of portfolio | medium |
| Q1 2026 as of | Add | Goosehead Insurance Inc Common stock | $10.55M | +247K +12.30% | 2,258,181 0.28% of portfolio | medium |
| Q1 2026 as of | Add | Ryan Specialty Holdings, Inc. Common stock | $9.76M | +289K +10.65% | 3,005,452 0.30% of portfolio | medium |
| Q1 2026 as of | Add | 464287465 Common stock | $8.99M | +93K +28.03% | 424,110 0.12% of portfolio | medium |
| Q1 2026 as of | Add | 464287481 Common stock | $8.94M | +70K +41.20% | 239,290 0.09% of portfolio | medium |
| Q1 2026 as of | Add | 464287614 Common stock | $8.30M | +19K +27.83% | 89,375 0.11% of portfolio | medium |
| Q1 2026 as of | Add | Old Dominion Freight Line, Inc. Common stock | $8.25M | +42K +4.68% | 944,294 0.54% of portfolio | medium |
| Q1 2026 as of | Add | Snowflake Inc. Common stock | $7.95M | +53K +22.12% | 291,132 0.13% of portfolio | medium |
| Q1 2026 as of | Add | EVERTEC, Inc. Common stock | $5.41M | +192K +6.68% | 3,060,745 0.25% of portfolio | medium |
| Q1 2026 as of | Add | 14021M107 Common stock | $4.65M | +138K +36.48% | 516,496 0.05% of portfolio | low |
| Q1 2026 as of | Add | Kinsale Capital Group, Inc. Common stock | $4.03M | +12K +3.72% | 328,662 0.33% of portfolio | low |
| Q1 2026 as of | Add | 464287168 Common stock | $4.01M | +27K +36.62% | 98,909 0.04% of portfolio | low |
| Q1 2026 as of | Add | Prestige Consumer Healthcare Inc Common stock | $3.85M | +65K +3.04% | 2,202,606 0.38% of portfolio | low |
| Q1 2026 as of | Add | 97717Y527 Common stock | $3.80M | +75K +20.39% | 445,184 0.07% of portfolio | low |
| Q1 2026 as of | Add | Verizon Communications Inc Common stock | $3.78M | +75K +17.60% | 502,776 0.07% of portfolio | low |
| Q1 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $3.58M | +45K +134.05% | 78,526 0.02% of portfolio | low |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $3.53M | +27K +79.34% | 60,407 0.02% of portfolio | low |
| Q1 2026 as of | Add | 81369Y860 Common stock | $3.48M | +85K +60.88% | 225,430 0.03% of portfolio | low |
| Q1 2026 as of | Add | Nextera Energy Inc Common stock | $2.90M | +31K +180.01% | 48,618 0.01% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $2.80M | +9K +112.89% | 17,429 0.02% of portfolio | low |
| Q1 2026 as of | Add | Morgan Stanley Common stock | $2.48M | +15K +198.93% | 22,641 0.01% of portfolio | low |
| Q1 2026 as of | Add | Marvell Technology, Inc. Common stock | $2.30M | +23K +99.76% | 46,422 0.01% of portfolio | low |
| Q1 2026 as of | Add | NXP Semiconductors N.V. Common stock | $2.25M | +11K +104.33% | 22,409 0.01% of portfolio | low |
| Q1 2026 as of | Add | 464287234 Common stock | $2.07M | +37K +181.59% | 56,932 <0.01% of portfolio | low |
| Q1 2026 as of | Add | N07059210 Common stock | $1.99M | +2K +47.55% | 4,670 0.02% of portfolio | low |
| Q1 2026 as of | Add | 46137V357 Common stock | $1.91M | +10K +13.02% | 86,232 0.05% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $1.88M | +3K +0.97% | 298,253 0.57% of portfolio | low |