13F holdings
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC portfolio
Managed by . 957 reported positions worth $34.0B as of 2026-03-31, filed with the SEC on 2026-05-14. Parsed from the filing itself, not a reseller.
$34.0B
Book value
957
Positions
20%
Top 10 weight
+23
New this quarter
-83
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 44 days old on 2026-05-14, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (23)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| CHRW | C H ROBINSON WLDWIDE | $107.0M | 644,401 | 0.31% |
| BRC | BRADY CORP | $78.0M | 960,424 | 0.23% |
| NYT | NEW YORK TIMES CO | $49.6M | 592,823 | 0.15% |
| KRMN | KARMAN HOLDINGS INC | $28.1M | 350,478 | 0.08% |
| ARM | ARM HOLDINGS PLC | $26.2M | 173,336 | 0.08% |
| HNGE | HINGE HEALTH INC | $14.0M | 363,102 | 0.04% |
| SN | SHARKNINJA | $12.8M | 120,524 | 0.04% |
| AVY | AVERY DENNISON CORP | $10.6M | 61,187 | 0.03% |
| SPDW | S&P WRLD EX US | $8.1M | 176,491 | 0.02% |
| AZN | ASTRAZENECA PLC | $2.8M | 14,416 | 0.01% |
| NTNX | NUTANIX INC | $2.0M | 52,804 | 0.01% |
| OXY | OCCIDENTAL PETE CORP | $1.5M | 23,739 | 0.00% |
| SCHE | SCHWAB STRATEGIC TR | $1.2M | 36,000 | 0.00% |
| KNRG | SIMPLIFY ETFS | $922,388 | 36,335 | 0.00% |
| WPM | WHEATON PRECIOUS MTL | $403,773 | 3,082 | 0.00% |
| KGC | KINROSS GOLD CORP | $375,549 | 12,305 | 0.00% |
| CVE | CENOVUS ENERGY INC | $291,750 | 10,997 | 0.00% |
| VYM | VANGUARD WHITEHALL F | $204,216 | 1,379 | 0.00% |
| VIGI | VANGUARD WHITEHALL | $65,761 | 745 | 0.00% |
| VONG | VANGUARD SCOTTSDAL | $49,914 | 455 | 0.00% |
| XSSPX | NUVEEN SP500 DYNOVER | $6,174 | 390 | 0.00% |
| SPTL | SPDR SERIES TRUST | $3,945 | 150 | 0.00% |
| VSNT | VERSANT MEDIA GROUP | $740 | 20 | 0.00% |
Closed out (83)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| CERT | CERTARA INC | $7.7M | 876,762 | 0.00% |
| FOA | FONAR CORP | $4.7M | 251,350 | 0.00% |
| AZNN | ASTRAZENECA | $2.3M | 24,560 | 0.00% |
| MASI* | MASIMO CORP | $2.1M | 15,932 | 0.00% |
| WING | WINGSTOP INC | $1.8M | 7,613 | 0.00% |
| EWJ | ISHARES INC | $1.1M | 14,075 | 0.00% |
| DAVA | ENDAVA PLC | $628,089 | 99,381 | 0.00% |
| EWS | ISHARES INC | $364,782 | 13,231 | 0.00% |
| FTEC | FIDELITY COVINGTON T | $202,424 | 901 | 0.00% |
| SBAC | SBA COMMUNICATIONS | $199,238 | 1,030 | 0.00% |
| AZTA | AZENTA INC | $184,227 | 5,539 | 0.00% |
| SHLS | SHOALS TECHNOLOGIES | $174,063 | 20,478 | 0.00% |
| PFF | ISHARES TR | $143,411 | 4,627 | 0.00% |
| CYBR | CYBERARK SOFTWARE | $142,739 | 320 | 0.00% |
| MFC | MANULIFE FNL CORP | $59,209 | 1,632 | 0.00% |
| EGP | EASTGROUP PROPERTIES | $41,328 | 232 | 0.00% |
| CURV | TORRID HOLDINGS INC | $34,244 | 35,000 | 0.00% |
| ARWR | ARROWHEAD PHARMACEUT | $29,079 | 438 | 0.00% |
| IHAK | ISHARES TR | $28,872 | 600 | 0.00% |
| EXK | EXACT SCIENCES CORP | $20,312 | 200 | 0.00% |
| CYTK | CYTOKINETICS INC | $11,437 | 180 | 0.00% |
| RVMD | REVOLUTION MEDICIN | $10,275 | 129 | 0.00% |
| SIRI | SIRIUSXM HLDG INC | $8,398 | 420 | 0.00% |
| XBXMX | NUVEEN SP500 BUYWRTE | $6,836 | 465 | 0.00% |
| PBW | INVESCO EXCHANGETRAD | $3,822 | 125 | 0.00% |
Added to (193)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| POOL | POOL CORPORATION | $576.7M | 2,850,195 | 1.69% | +62% |
| ROL | ROLLINS INC | $518.2M | 9,701,438 | 1.52% | +8% |
| HLNE | HAMILTON LANE INC | $339.5M | 3,415,150 | 1.00% | +25% |
| CHH | CHOICE HOTELS INTL | $333.5M | 3,221,741 | 0.98% | +8% |
| ALGN | ALIGN TECH INC | $326.2M | 1,902,905 | 0.96% | +150% |
| BFAM | BRIGHT HORIZONS FA | $315.7M | 3,843,922 | 0.93% | +40% |
| TTAN | SERVICETITAN | $309.0M | 4,869,029 | 0.91% | +41% |
| HWKN | HAWKINS INC | $234.4M | 1,526,055 | 0.69% | +33% |
| ALH | ALLIANCE LAUNDRY | $196.1M | 9,456,854 | 0.58% | +16% |
| ODFL | OLD DOMINION FGHT | $184.5M | 944,294 | 0.54% | +5% |
| VRSK | VERISK ANALYTICS INC | $160.7M | 847,128 | 0.47% | +10% |
| PBH | PRESTIGE CONSUMER HE | $130.5M | 2,202,606 | 0.38% | +3% |
| WDFC | WD 40 CO | $129.4M | 634,334 | 0.38% | +20% |
| KNSL | KINSALE CAPITAL GR | $112.3M | 328,662 | 0.33% | +4% |
| NET | CLOUDFLARE INC | $110.7M | 536,384 | 0.33% | +33% |
Trimmed (394)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| K4F | ONESTREAM INC | $1,608 | 67 | 0.00% | -100% |
| TROW | PRICE T ROWE GROUP | $206 | 2 | 0.00% | -100% |
| AIN | ALBANY INTL CORP | $3,864 | 74 | 0.00% | -100% |
| PAYC | PAYCOM SOFTWARE | $5,105 | 42 | 0.00% | -100% |
| TTD | THE TRADE DESK | $22,443 | 989 | 0.00% | -100% |
| CSGP | COSTAR GROUP INC | $35,983 | 892 | 0.00% | -100% |
| CNI | CDN NATL RAILWAY | $2,364 | 23 | 0.00% | -100% |
| TYL | TYLER TECHN INC | $45,716 | 133 | 0.00% | -100% |
| WDAY | WORKDAY INC | $59,787 | 460 | 0.00% | -100% |
| EA* | ELECTRONIC ARTS INC | $1,625 | 7 | 0.00% | -100% |
| KEYS | KEYSIGHT TECHNOLOGS | $3,388 | 12 | 0.00% | -99% |
| ECL | ECOLAB INC | $196,139 | 737 | 0.00% | -99% |
| FDS | FACTSET RESH SYS INC | $8,680 | 40 | 0.00% | -99% |
| ELV | ELEVANCE HEALTH INC | $1,877 | 6 | 0.00% | -99% |
| BZ | KANZHUN LIMITED | $48,365 | 3,612 | 0.00% | -99% |
The book
Largest 150 of 957 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| JKHY | JACK HENRY & ASSOCIA | $862.8M | 5,459,640 | 2.53% | — |
| PRI | PRIMERICA INC | $769.4M | 3,071,590 | 2.26% | — |
| TTC | TORO CO | $740.3M | 7,923,142 | 2.17% | — |
| TDY | TELEDYNE TECH INC | $726.1M | 1,200,095 | 2.13% | — |
| RBC | RBC BEARINGS INC | $719.4M | 1,324,481 | 2.11% | — |
| IBKR | INTERACTIVE BROKERS | $671.8M | 10,016,215 | 1.97% | — |
| SSD | SIMPSON MANUFACTURIN | $666.8M | 3,885,449 | 1.96% | — |
| WTS | WATTS WATER TECH | $617.5M | 2,127,314 | 1.81% | — |
| POOL | POOL CORPORATION | $576.7M | 2,850,195 | 1.69% | — |
| FCN | FTI CONSULTING INC | $575.7M | 3,256,905 | 1.69% | — |
| GOLF | ACUSHNET HOLDINGS | $553.9M | 5,924,818 | 1.63% | — |
| LSTR | LANDSTAR SYS INC | $550.2M | 3,432,243 | 1.62% | — |
| NDSN | NORDSON CORP | $544.1M | 2,045,115 | 1.60% | — |
| ALLE | ALLEGION PLC | $528.2M | 3,635,268 | 1.55% | — |
| EME | EMCOR GROUP INC | $522.0M | 706,966 | 1.53% | — |
| ROL | ROLLINS INC | $518.2M | 9,701,438 | 1.52% | — |
| WRB | BERKLEY W R CORP | $515.1M | 7,772,213 | 1.51% | — |
| LPLA | LPL FINANCIAL HLDGS | $505.4M | 1,680,090 | 1.48% | — |
| ZWS | ZURN ELKAY WATER SOL | $486.5M | 10,850,567 | 1.43% | — |
| WSO | WATSCO INC | $483.6M | 1,329,205 | 1.42% | — |
| IBP | INSTALLED BUILDING | $480.7M | 1,812,801 | 1.41% | — |
| COO | COOPER COMPANIES INC | $473.1M | 6,616,677 | 1.39% | — |
| ULS | UL SOLUTIONS INC. | $462.7M | 5,398,596 | 1.36% | — |
| EFX | EQUIFAX INC | $411.3M | 2,284,197 | 1.21% | — |
| LII | LENNOX INTL INC | $406.2M | 875,168 | 1.19% | — |
| RLI | RLI CORP | $399.5M | 7,004,143 | 1.17% | — |
| HLI | HOULIHAN LOKEY INC | $379.5M | 2,642,146 | 1.11% | — |
| GGG | GRACO INC | $350.7M | 4,143,514 | 1.03% | — |
| BJ | BJS WHSL CLUB HLDGS | $349.0M | 3,545,709 | 1.02% | — |
| SAIA | SAIA INC | $346.7M | 986,821 | 1.02% | — |
| THO | THOR INDS INC | $342.7M | 4,289,725 | 1.01% | — |
| KAI | KADANT | $339.6M | 1,161,595 | 1.00% | — |
| HLNE | HAMILTON LANE INC | $339.5M | 3,415,150 | 1.00% | — |
| CHH | CHOICE HOTELS INTL | $333.5M | 3,221,741 | 0.98% | — |
| SITE | SITEONE LANDSCAPE | $331.0M | 2,486,718 | 0.97% | — |
| MC | MOELIS & COMPANY | $329.3M | 5,777,773 | 0.97% | — |
| ALGN | ALIGN TECH INC | $326.2M | 1,902,905 | 0.96% | — |
| BFAM | BRIGHT HORIZONS FA | $315.7M | 3,843,922 | 0.93% | — |
| TTAN | SERVICETITAN | $309.0M | 4,869,029 | 0.91% | — |
| FHB | FIRST HAWAIIAN | $302.8M | 12,288,961 | 0.89% | — |
| OLLI | OLLIES BARGAIN OUT | $302.7M | 3,288,297 | 0.89% | — |
| OLED | UNIVERSAL DISPLAY CP | $294.9M | 3,217,442 | 0.87% | — |
| UFPI | UFP INDUSTRIES INC | $293.6M | 3,187,680 | 0.86% | — |
| MPWR | MONOLITHIC POWER | $291.6M | 266,670 | 0.86% | — |
| AME | AMETEK INC | $282.9M | 1,319,928 | 0.83% | — |
| BANF | BANCFIRST CORP | $281.0M | 2,590,089 | 0.83% | — |
| CRVL | CORVEL CORP | $266.2M | 4,870,989 | 0.78% | — |
| WAB | WABTEC | $264.1M | 1,056,794 | 0.78% | — |
| EXPO | EXPONET INC | $253.6M | 3,886,308 | 0.74% | — |
| DCI | DONALDSON INC | $248.2M | 2,924,194 | 0.73% | — |
| BSY | BENTLEY SYS INC | $247.9M | 7,059,346 | 0.73% | — |
| TRMB | TRIMBLE INC | $240.7M | 3,689,460 | 0.71% | — |
| LCII | LCI INDUSTRIES | $236.0M | 1,919,273 | 0.69% | — |
| ZBRA | ZEBRA TECHNOLOGIES | $235.6M | 1,126,859 | 0.69% | — |
| HWKN | HAWKINS INC | $234.4M | 1,526,055 | 0.69% | — |
| WST | WEST PHARMACEUT SVS | $215.1M | 858,298 | 0.63% | — |
| APAM | ARTISAN PARTNERS A | $202.5M | 5,564,382 | 0.59% | — |
| ALH | ALLIANCE LAUNDRY | $196.1M | 9,456,854 | 0.58% | — |
| IVV | ISHARES TRUST | $194.9M | 298,253 | 0.57% | — |
| ROST | ROSS STORES INC | $188.0M | 867,852 | 0.55% | — |
| ROAD | CONSTRUCTION PARTNRS | $185.7M | 1,671,121 | 0.55% | — |
| ODFL | OLD DOMINION FGHT | $184.5M | 944,294 | 0.54% | — |
| MDY | STATE STREET SPDR S& | $184.1M | 298,766 | 0.54% | — |
| APH | AMPHENOL CORPORATION | $183.6M | 1,453,296 | 0.54% | — |
| HEI/A | HEICO CORP NEW | $171.7M | 813,202 | 0.50% | — |
| NVDA | NVIDIA CORP | $165.2M | 947,504 | 0.49% | — |
| AWI | ARMSTRONG WORLD INDS | $162.2M | 984,320 | 0.48% | — |
| VRSK | VERISK ANALYTICS INC | $160.7M | 847,128 | 0.47% | — |
| WMS | ADVANCED DRAINAGE | $151.7M | 1,106,423 | 0.45% | — |
| BOH | BANK HAWAII CORP | $148.5M | 1,999,381 | 0.44% | — |
| MANH | MANHATTAN ASSOCS IN | $145.7M | 1,094,725 | 0.43% | — |
| JBTM | JBT MAREL CORPORATIO | $137.1M | 1,072,457 | 0.40% | — |
| EPAC | ENERPAC TOOL GROUP | $136.0M | 3,728,953 | 0.40% | — |
| PNR | PENTAIR PLC | $131.9M | 1,514,739 | 0.39% | — |
| PBH | PRESTIGE CONSUMER HE | $130.5M | 2,202,606 | 0.38% | — |
| WDFC | WD 40 CO | $129.4M | 634,334 | 0.38% | — |
| MSCI | MSCI INC | $128.5M | 238,418 | 0.38% | — |
| FUL | FULLER H B CO | $128.2M | 2,078,888 | 0.38% | — |
| GOOGL | ALPHABET INC | $122.3M | 425,346 | 0.36% | — |
| TFIN | TRIUMPH FINANCIAL | $117.2M | 1,964,575 | 0.34% | — |
| KNSL | KINSALE CAPITAL GR | $112.3M | 328,662 | 0.33% | — |
| BR | BROADRIDGE FINL SOLN | $111.9M | 688,682 | 0.33% | — |
| NET | CLOUDFLARE INC | $110.7M | 536,384 | 0.33% | — |
| GTY | GETTY RLTY CORP NEW | $109.2M | 3,434,332 | 0.32% | — |
| CAKE | CHEESECAKE FACTORY | $109.1M | 1,992,075 | 0.32% | — |
| CHRW | C H ROBINSON WLDWIDE | $107.0M | 644,401 | 0.31% | — |
| AMZN | AMAZON COM INC | $105.6M | 506,919 | 0.31% | — |
| HLMN | HILLMAN SOLUTIONS CR | $102.5M | 12,314,144 | 0.30% | — |
| RYAN | RYAN SPECIALTY HLD | $101.4M | 3,005,452 | 0.30% | — |
| SFBS | SERVISFIRST BANCSH | $99.0M | 1,360,003 | 0.29% | — |
| CSW | CSW INDUSTRIALS IN | $97.8M | 375,433 | 0.29% | — |
| GSHD | GOOSEHEAD INS INC | $96.3M | 2,258,181 | 0.28% | — |
| FFIN | FIRST FINL BKSH | $95.7M | 3,248,399 | 0.28% | — |
| UNF | UNIFIRST CORP MASS | $95.6M | 380,048 | 0.28% | — |
| IWM | ISHARES | $89.7M | 361,651 | 0.26% | — |
| V | VISA INC | $89.1M | 294,953 | 0.26% | — |
| AAON | AAON INC | $88.1M | 1,064,145 | 0.26% | — |
| SYBT | STOCK YARDS BANC | $88.0M | 1,326,827 | 0.26% | — |
| EVTC | EVERTEC INC | $86.4M | 3,060,745 | 0.25% | — |
| FIX | COMFORT SYS USA INC | $80.0M | 57,993 | 0.23% | — |
| USPH | U S PHYSICAL THERAPY | $79.9M | 1,065,856 | 0.23% | — |
| FIZZ | NATL BEVERAGE CORP | $78.7M | 2,338,009 | 0.23% | — |
| BRC | BRADY CORP | $78.0M | 960,424 | 0.23% | — |
| NCNO | NCINO INC | $77.0M | 5,140,656 | 0.23% | — |
| META | META PLATFORMS INC | $72.3M | 126,366 | 0.21% | — |
| APPF | APPFOLIO INC | $71.7M | 454,463 | 0.21% | — |
| IWR | ISHARES | $70.5M | 725,457 | 0.21% | — |
| CHE | CHEMED CORP NEW | $69.9M | 185,138 | 0.21% | — |
| BRO | BROWN & BROWN INC | $67.1M | 1,029,338 | 0.20% | — |
| LLY | LILLY ELI & CO | $65.9M | 71,696 | 0.19% | — |
| FICO | FAIR ISAAC INC | $64.5M | 60,433 | 0.19% | — |
| IWD | ISHARES | $61.0M | 285,437 | 0.18% | — |
| DYNF | BLACKROCK ETF TRUST | $60.3M | 1,036,543 | 0.18% | — |
| DFH | DREAM FINDERS HOMES | $59.4M | 4,268,380 | 0.17% | — |
| TBBB | BBB FOODS INC | $59.0M | 1,668,895 | 0.17% | — |
| AAPL | APPLE INC | $58.1M | 228,899 | 0.17% | — |
| KFRC | KFORCE INC | $57.4M | 1,964,351 | 0.17% | — |
| GCT | GIGACLOUD TECHNOLOGY | $57.4M | 1,264,924 | 0.17% | — |
| MELI | MERCADOLIBRE INC | $57.1M | 33,039 | 0.17% | — |
| IDXX | IDEXX LABS INC | $56.7M | 100,840 | 0.17% | — |
| MDLN | MEDLINE INC | $54.8M | 1,230,744 | 0.16% | — |
| NYT | NEW YORK TIMES CO | $49.6M | 592,823 | 0.15% | — |
| LAMR | LAMAR ADVERTISING | $48.4M | 382,103 | 0.14% | — |
| KLAC | KLA CORPORATION | $45.6M | 30,936 | 0.13% | — |
| AVGO | BROADCOM INC | $45.4M | 146,831 | 0.13% | — |
| SHOP | SHOPIFY INC | $45.3M | 382,078 | 0.13% | — |
| NRC | NATIONAL RESEARCH CR | $44.8M | 2,636,355 | 0.13% | — |
| DDOG | DATADOG INC | $44.4M | 376,353 | 0.13% | — |
| PNC | PNC FINL SVCS GRP | $44.3M | 212,671 | 0.13% | — |
| IWN | ISHARES | $44.2M | 233,132 | 0.13% | — |
| FTS | FORTIS INC | $44.1M | 790,446 | 0.13% | — |
| SNOW | SNOWFLAKE INC | $43.9M | 291,132 | 0.13% | — |
| BMI | BADGER METER INC | $41.1M | 269,551 | 0.12% | — |
| EFA | ISHARES | $41.1M | 424,110 | 0.12% | — |
| MAR | MARRIOTT INTL INC | $41.1M | 125,529 | 0.12% | — |
| HQY | HEALTHEQUITY INC | $40.6M | 485,444 | 0.12% | — |
| MSFT | MICROSOFT CORP | $39.2M | 105,800 | 0.12% | — |
| BNY | BANK OF NEW YORK MEL | $38.7M | 326,182 | 0.11% | — |
| IWF | ISHARES | $38.1M | 89,375 | 0.11% | — |
| NFLX | NETFLIX INC | $37.8M | 393,209 | 0.11% | — |
| RDDT | REDDIT INC | $37.8M | 280,736 | 0.11% | — |
| PGR | PROGRESSIVE CORP | $37.1M | 187,293 | 0.11% | — |
| RVLV | REVOLVE GROUP INC | $36.3M | 1,603,961 | 0.11% | — |
| QQQM | INVESCO | $36.3M | 152,480 | 0.11% | — |
| LIN | LINDE PLC | $35.4M | 71,461 | 0.10% | — |
| CDNS | CADENCE DESIGN SYS | $35.1M | 126,484 | 0.10% | — |
| TTE | TOTALENERGIES SE | $34.4M | 378,129 | 0.10% | — |
| PSMT | PRICESMART INC | $34.3M | 227,743 | 0.10% | — |
| IRMD | IRADIMED CORP | $33.6M | 349,316 | 0.10% | — |
| TJX | TJX COMPANIES INC | $33.6M | 210,276 | 0.10% | — |
This table is the 150 largest positions by value, out of 957 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (CIK 1021223, accession 0001398344-26-009183). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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