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Kayne Anderson Rudnick Investment Management, LLC

Quarter-over-quarter position changes

724 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
AddedPOOL CORPMar 31, 2026+1,089,908+62%2,850,195$220.52Mhigh
Trimmed78467Y107Mar 31, 2026-334,544-53%298,766$206.20Mhigh
TrimmedBENTLEY SYSTEMS INCMar 31, 2026-5,807,965-45%7,059,346$203.98Mhigh
AddedAlign Technology, Inc.Mar 31, 2026+1,142,082+150%1,902,905$195.79Mhigh
TrimmedLPL Financial Holdings Inc.Mar 31, 2026-618,457-27%1,680,090$186.05Mhigh
TrimmedDomino's Pizza Inc.Mar 31, 2026-367,786-88%48,911$131.96Mhigh
TrimmedONESTREAM, INC.Mar 31, 2026-4,867,569-100%67$116.82Mhigh
NewCH Robinson Worldwide IncMar 31, 2026+644,401New644,401$107.02Mhigh
TrimmedCHEMED CORPMar 31, 2026-279,511-60%185,138$105.58Mhigh
AddedBRIGHT HORIZONS FAMILY SOLUTIONS INC.Mar 31, 2026+1,098,406+40%3,843,922$90.21Mhigh
AddedServiceTitan, Inc.Mar 31, 2026+1,405,092+41%4,869,029$89.17Mhigh
TrimmedInteractive Brokers Group IncMar 31, 2026-1,190,538-11%10,016,215$79.85Mhigh
TrimmedTeledyne Technologies IncMar 31, 2026-130,585-9.8%1,200,095$79.01Mhigh
NewBRADY CORPMar 31, 2026+960,424New960,424$78.02Mhigh
AddedHamilton Lane INCMar 31, 2026+687,276+25%3,415,150$68.32Mhigh
TrimmedJack Henry & Associates IncMar 31, 2026-401,144-6.8%5,459,640$63.40Mhigh
TrimmedEQUIFAX INCMar 31, 2026-345,399-13%2,284,197$62.20Mhigh
TrimmedW. R. Berkley CorporationMar 31, 2026-936,968-11%7,772,213$62.10Mhigh
TrimmedAllegion plcMar 31, 2026-406,363-10%3,635,268$59.04Mhigh
AddedHawkins IncMar 31, 2026+379,657+33%1,526,055$58.32Mhigh
TrimmedNORDSON CORPMar 31, 2026-218,571-9.7%2,045,115$58.15Mhigh
TrimmedZurn Elkay Water Solutions CorpMar 31, 2026-1,249,864-10%10,850,567$56.04Mhigh
Trimmed464287655Mar 31, 2026-222,475-38%361,651$55.15Mhigh
AddedG38644103Mar 31, 2026+1,156,460>1000%1,264,924$52.48Mhigh
TrimmedUL Solutions Inc.Mar 31, 2026-609,790-10%5,398,596$52.27Mhigh
TrimmedTRIMBLE INC.Mar 31, 2026-799,915-18%3,689,460$52.18Mhigh
TrimmedO REILLY AUTOMOTIVE INCMar 31, 2026-556,983-68%264,368$51.42Mhigh
NewNEW YORK TIMES COMar 31, 2026+592,823New592,823$49.64Mmedium
TrimmedRBC Bearings IncMar 31, 2026-86,938-6.2%1,324,481$47.22Mmedium
TrimmedUNIFIRST CORPMar 31, 2026-178,960-32%380,048$45.02Mmedium
Trimmed464287630Mar 31, 2026-236,312-50%233,132$44.82Mmedium
TrimmedALBANY INTERNATIONAL CORP /DEMar 31, 2026-806,508-100%74$42.11Mmedium
TrimmedCOOPER COMPANIES, INC.Mar 31, 2026-582,218-8.1%6,616,677$41.63Mmedium
TrimmedLennox International IncMar 31, 2026-89,532-9.3%875,168$41.55Mmedium
TrimmedAMPHENOL CORP /DEMar 31, 2026-320,286-18%1,453,296$40.47Mmedium
AddedROLLINS INCMar 31, 2026+701,886+7.8%9,701,438$37.49Mmedium
TrimmedSaia IncMar 31, 2026-103,965-9.5%986,821$36.52Mmedium
TrimmedARMSTRONG WORLD INDUSTRIES INCMar 31, 2026-220,698-18%984,320$36.37Mmedium
AddedG0896C103Mar 31, 2026+1,023,154+158%1,668,895$36.19Mmedium
TrimmedBJ's Wholesale Club Holdings, Inc.Mar 31, 2026-362,244-9.3%3,545,709$35.65Mmedium
TrimmedOllie's Bargain Outlet Holdings, Inc.Mar 31, 2026-384,649-10%3,288,297$35.40Mmedium
TrimmedTHOR INDUSTRIES INCMar 31, 2026-406,932-8.7%4,289,725$32.51Mmedium
TrimmedECOLAB INC.Mar 31, 2026-113,786-99%737$30.28Mmedium
TrimmedMonolithic Power Systems IncMar 31, 2026-27,373-9.3%266,670$29.93Mmedium
Added464287598Mar 31, 2026+137,324+93%285,437$29.36Mmedium
TrimmedWatsco, Inc.Mar 31, 2026-77,679-5.5%1,329,205$28.26Mmedium
NewKarman Holdings Inc.Mar 31, 2026+350,478New350,478$28.06Mmedium
AddedAlliance Laundry Holdings Inc.ALHMar 31, 2026+1,311,732+16%9,456,854$27.21Mmedium
AddedCloudflare, Inc.Mar 31, 2026+131,669+33%536,384$27.17Mmedium
NewARM HOLDINGS PLC /UKARMMar 31, 2026+173,336New173,336$26.22Mmedium
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