Data as of Q4 2025 (Dec 31, 2025)

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

•CIK: 1021223•Filing: Q4 2025

Kayne Anderson Rudnick Investment Management LLC, led by the seasoned duo of Kayne Anderson and David Rudnick, manages $37.3 billion with a focus on value-oriented, long-term investments in undervalued companies. Recently, the fund has made notable moves by adding positions in IWM and PSTG, up 864% and 606% respectively, while exiting SPSC and 1GSN, reflecting a strategic shift towards sectors with growth potential.

Total AUM
$37.3B
QoQ Performance
-9.2%
Positions
906
Top 10 Concentration
20.1%
Latest Filing
Q4 2025

Top Holdings Allocation

JKHY2.9%
LPLA2.2%
PRI2.2%
IBKR1.9%
TDY1.8%
SSD1.7%
ALLE1.7%
TTC1.7%

📈 Biggest Buys

MDY
SPDR S&P MIDCAP 400
+167.4%
1.0% of portfolio
JKHY
JACK HENRY & ASSOCIA
+27.8%
2.9% of portfolio
ALH
ALLIANCE LAUNDRY
NEW
0.4% of portfolio
TTAN
SERVICETITAN
+54.4%
1.0% of portfolio
IWM
ISHARES
+846.8%
0.4% of portfolio

📉 Biggest Sells

FICO
FAIR ISAAC INC
-67.1%
0.3% of portfolio
MORN
MORNINGSTAR INC
-75.4%
0.1% of portfolio
POOL
POOL CORPORATION
-20.5%
1.1% of portfolio
HEI/A
HEICO CORP NEW
-28.2%
0.6% of portfolio
EFX
EQUIFAX INC
-12.8%
1.5% of portfolio

Sector Breakdown

Other94.1%
Consumer2.3%
Technology1.8%
ETF0.6%
Healthcare0.4%
Financial0.4%
Materials0.2%
Communication0.1%

🚪 Exited Positionssold since Q3 2025

FDS
FACTSET RESH SYS INC
SOLD
$297.3M
SPSC
SPS COMMERCE INC
SOLD
$57.9M
DAVA
ENDAVA PLC
SOLD
$57.4M
ZTS
ZOETIS INC
SOLD
$43.9M
PAYC
PAYCOM SOFTWARE
SOLD
$41.9M
+829 more exited positions

Changes from Q3 2025

NEW4 new positions
↑39 increased
↓157 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

JKHY2.9%
JACK HENRY & ASSOCIA
$1.1B
LPLA2.2%
LPL FINANCIAL HLDGS
$821.0M
PRI2.2%
PRIMERICA INC
$817.9M
IBKR1.9%
INTERACTIVE BROKERS
$720.7M
TDY1.8%
TELEDYNE TECH INC
$679.6M

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