Kayne Anderson Rudnick Investment Management LLC

CIK Number: 0001021223

41.9B
Market Value
949
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 PRI Primerica, Inc.
262.80
-0.45% 3.56M -0.12% 1.01B 77 2.48% Share
2 LPLA LPL Financial H...
355.97
+0.05% 2.68M +0.78% 877.26M 177.4 2.15% Share
3 JKHY Jack Henry & As...
159.04
-2.65% 4.78M +19.07% 872.63M 124.15 2.14% Share
4 WRB W. R. Berkley C...
71.57
+0.32% 11.79M +0.56% 838.81M 33.28 2.05% Share
5 WSO Watsco, Inc.
422.01
-2.44% 1.56M +0.50% 791.73M 246.77 1.94% Share
6 EFX Equifax Inc.
248.02
-2.08% 3.12M -0.19% 759.39M 190.61 1.86% Share
7 TDY Teledyne Techno...
542.17
-1.45% 1.46M +10.87% 726.37M 322.41 1.78% Share
8 POOL Pool Corporatio...
326.06
-1.41% 2.25M +2.30% 716.42M 277.24 1.75% Share
9 SSD Simpson Manufac...
191.23
-1.55% 4.53M +0.90% 712.31M 84.69 1.74% Share
10 COO The Cooper Comp...
73.44
-1.12% 7.99M -1.21% 673.55M 99.23 1.65% Share
11 CRVL CorVel Corporat...
88.36
-2.44% 5.71M -0.14% 638.95M 37.24 1.56% Share
12 BSY Bentley Systems...
51.72
-0.71% 16.17M +1.00% 636.03M 43.9 1.56% Share
13 LII Lennox Internat...
599.34
-2.02% 1.13M -33.86% 634.6M 296.98 1.55% Share
14 ALLE Allegion plc
168.49
-0.67% 4.78M +22.55% 623.1M 116.21 1.52% Share
15 OLED Universal Displ...
143.58
-1.07% 4.41M +73.78% 614.81M 178.83 1.50% Share
16 LSTR Landstar System...
131.07
-1.35% 4.08M +8.48% 613.37M 145.28 1.50% Share
17 TTC The Toro Compan...
78.05
+0.96% 8.19M +16.45% 595.65M 71.88 1.46% Share
18 RBC RBC Bearings In...
401.93
-2.11% 1.79M -6.09% 576M 102.75 1.41% Share
19 FCN FTI Consulting,...
167.58
-0.89% 3.42M +0.86% 560.38M 123.8 1.37% Share
20 ROL Rollins, Inc.
57.44
-1.17% 10.24M +0.38% 553.46M 32.66 1.35% Share
21 NDSN Nordson Corpora...
217.22
-1.97% 2.68M +3.50% 540.87M 190.86 1.32% Share
22 OLLI Ollie's Bargain...
131.90
-2.47% 4.59M -1.14% 534.29M 88.88 1.31% Share
23 CHH Choice Hotels I...
122.78
-1.1% 3.98M +0.64% 528.69M 119.29 1.29% Share
24 IBKR Interactive Bro...
63.91
+0.66% 3.17M -18.44% 525.05M 56.7 1.28% Share
25 WTS Watts Water Tec...
274.75
-0.91% 2.47M +0.27% 503.71M 123.47 1.23% Share
26 BJ BJ's Wholesale ...
102.84
-0.57% 4.37M +0.81% 498.22M 81.75 1.22% Share
27 FDS FactSet Researc...
374.77
-0.38% 1.08M -13.15% 489.04M 231.16 1.20% Share
28 HLI Houlihan Lokey,...
194.04
-1.29% 2.93M -10.8% 472.7M 69.8 1.16% Share
29 GOLF Acushnet Holdin...
79.12
-1.08% 6.86M -1.47% 470.84M 34.34 1.15% Share
30 EME EMCOR Group, In...
609.87
-1.11% 1.26M -0.14% 466.83M 77.8 1.14% Share
31 KAI Kadant Inc.
340.68
-4.39% 1.33M -0.95% 449.53M 261.6 1.10% Share
32 ZWS Zurn Elkay Wate...
45.41
-0.96% 13.61M +0.31% 448.71M 28.79 1.10% Share
33 HLNE Hamilton Lane I...
158.26
-1.63% 2.91M +100.00% 432.77M 148.67 1.06% Share
34 FICO Fair Isaac Corp...
1318.23
-1.28% 232.69K -11.32% 429.12M 416.96 1.05% Share
35 SAIA Saia, Inc.
305.27
-2.54% 1.21M +35.40% 421.71M 316.8 1.03% Share
36 RLI RLI Corp.
67.40
-0.25% 5.23M +116.95% 419.87M 36.49 1.03% Share
37 ZBRA Zebra Technolog...
327.71
-2.99% 1.48M -0.41% 418.28M 311.28 1.02% Share
38 BFAM Bright Horizons...
118.94
-0.54% 3.2M +3.09% 406.58M 120.73 1.00% Share
39 MC Moelis & Compan...
74.36
-0.94% 6.92M -2.5% 403.86M 45.15 0.99% Share
40 GGG Graco Inc.
85.26
-2.58% 4.83M -0.28% 402.99M 33.05 0.99% Share
41 UFPI UFP Industries,...
103.08
-3.01% 3.75M +17.87% 401.55M 112.96 0.98% Share
42 THO Thor Industries...
108.44
-0.71% 5.15M -0.55% 390.11M 91.22 0.95% Share
43 EXPO Exponent, Inc.
70.69
-2.7% 4.79M +1.17% 388.42M 92.69 0.95% Share
44 SITE SiteOne Landsca...
141.34
-3.32% 3.17M -4.66% 385.15M 83.2 0.94% Share
45 CHE Chemed Corporat...
443.86
-1.44% 597.17K +2.58% 367.45M 494 0.90% Share
46 FHB First Hawaiian,...
25.06
+0.12% 13.1M +0.19% 320.28M 19.69 0.78% Share
47 AME AMETEK, Inc.
184.76
-1.15% 1.79M +1.62% 308.11M 134.06 0.75% Share
48 RYAN Ryan Specialty ...
59.48
-2.43% 4.03M -5.36% 297.89M 33.88 0.73% Share
49 CRL Charles River L...
155.70
+0.45% 1.95M +8.02% 293.56M 220.15 0.72% Share
50 GSHD Goosehead Insur...
86.36
-4.76% 2.48M -11.56% 292.3M 47.29 0.72% Share
51 MORN Morningstar, In...
259.08
-0.75% 910.16K -6.67% 272.93M 132.49 0.67% Share
52 CWAN Clearwater Anal...
19.36
-1.27% 10.04M -9% 269.13M 22.36 0.66% Share
53 APAM Artisan Partner...
47.80
-1.11% 6.54M -0.28% 255.85M 37.91 0.63% Share
54 BANF BancFirst Corpo...
124.85
-1.44% 2.16M -0.19% 237.13M 84.08 0.58% Share
55 ROST Ross Stores, In...
147.38
-1.93% 1.84M -2.69% 235.32M 95.61 0.58% Share
56 EPAC Enerpac Tool Gr...
41.77
-2.88% 5.09M +2.28% 228.54M 37.98 0.56% Share
57 WST West Pharmaceut...
246.35
+0.05% 997.88K +57.82% 223.41M 260.32 0.55% Share
58 DCI Donaldson Compa...
74.29
-1.89% 3.33M +75.25% 223.35M 51.21 0.55% Share
59 MANH Manhattan Assoc...
215.20
-2.27% 1.27M -0.94% 220.21M 61.01 0.54% Share
60 MPWR Monolithic Powe...
848.74
-1.52% 361.12K -0.45% 209.44M 510.73 0.51% Share
61 BR Broadridge Fina...
259.14
-0.97% 857.13K -1.46% 207.82M 139.93 0.51% Share
62 BRO Brown & Brown, ...
95.14
-0.8% 1.62M +0.57% 201.59M 76.24 0.49% Share
63 WAB Westinghouse Ai...
190.98
-1.76% 1.09M -1.04% 198.03M 139.95 0.48% Share
64 TTAN ServiceTitan, I...
101.62
-0.85% 2.06M +1.55K% 195.52M 95.58 0.48% Share
65 SFBS ServisFirst Ban...
82.81
-1.22% 2.35M -5.17% 194.09M 74.02 0.47% Share
66 LCII LCI Industries
104.64
-0.6% 2.21M -1.16% 193.16M 131.3 0.47% Share
67 VRSK Verisk Analytic...
267.70
+1.33% 637.34K +0.68% 189.69M 192.79 0.46% Share
68 AWI Armstrong World...
194.19
-1.06% 1.34M +0.66% 188.61M 80.32 0.46% Share
69 NCNO nCino, Inc.
27.55
-2.13% 6.81M -1.17% 187.12M 34.63 0.46% Share
70 ROAD Construction Pa...
112.62
-3.04% 2.59M +0.50% 186.29M 21.92 0.46% Share
71 DPZ Domino's Pizza,...
450.71
-0.06% 404.65K -1.42% 185.92M 389.99 0.46% Share
72 APH Amphenol Corpor...
110.75
+0.84% 2.69M -7.27% 176.22M 20.62 0.43% Share
73 TFIN Triumph Financi...
55.22
-0.59% 2.99M +12.40% 172.92M 77 0.42% Share
74 APPF AppFolio, Inc.
265.33
-1.26% 773.58K +84.40% 170.11M 234.44 0.42% Share
75 IVV iShares Core S&...
648.15
+0.01% 281.72K -3.46% 158.22M 394.43 0.39% Share
76 PNR Pentair plc
106.62
-2.19% 1.77M +1.02% 154.65M 67.51 0.38% Share
77 BOH Bank of Hawaii ...
66.84
-0.32% 2.18M +23.72% 150.41M 72.46 0.37% Share
78 WDFC WD-40 Company
222.66
-1.46% 568.3K +0.83% 138.67M 145.44 0.34% Share
79 OS OneStream, Inc....
19.79
-4.16% 6.38M +53.94% 136.11M 29.5 0.33% Share
80 PBH Prestige Consum...
64.58
-2.78% 1.58M +45.35% 135.9M 80.55 0.33% Share
81 DFH Dream Finders H...
28.04
-4.46% 6M -0.16% 135.37M 19.06 0.33% Share
82 AAON AAON, Inc.
83.12
-5.86% 1.73M -27.68% 135.35M 23.64 0.33% Share
83 CAKE The Cheesecake ...
63.36
-2.19% 2.7M +0.21% 131.14M 38.21 0.32% Share
84 EVTC EVERTEC, Inc.
36.99
-1.78% 3.47M +1.93% 127.74M 39.47 0.31% Share
85 FUL H.B. Fuller Com...
59.41
-1.74% 2.24M +21.30% 125.44M 68.05 0.31% Share
86 KNSL Kinsale Capital...
453.48
+0.33% 256.83K +100.00% 125M 486.71 0.31% Share
87 HLMN Hillman Solutio...
9.98
-3.57% 14.21M +0.46% 124.95M 8.55 0.31% Share
88 V Visa Inc.
345.40
+0.83% 347.32K -6.44% 121.72M 96.83 0.30% Share
89 DAVA Endava plc
13.41
-2.08% 6.2M +36.75% 120.94M 45.53 0.30% Share
90 SPSC SPS Commerce, I...
113.54
-1.57% 887.62K +34.13% 117.81M 87.37 0.29% Share
91 GTY Getty Realty Co...
28.08
-0.57% 3.77M +1.08% 117.55M 33.97 0.29% Share
92 MDY SPDR S&P MIDCAP...
583.00
-1.34% 217.98K -42.37% 116.26M 553.17 0.28% Share
93 KFRC Kforce Inc.
32.28
-3.5% 2.27M +0.40% 111.03M 63.07 0.27% Share
94 FIZZ National Bevera...
45.11
-3.26% 2.59M +1.02% 107.67M 27.8 0.26% Share
95 MSCI MSCI Inc.
565.92
-0.27% 188.23K +4.48% 106.45M 580.13 0.26% Share
96 UNF UniFirst Corpor...
174.74
-1.8% 608.25K +2.97% 105.83M 199.33 0.26% Share
97 SMG The Scotts Mira...
62.48
-1.98% 1.86M -64.16% 102.2M 121.35 0.25% Share
98 META Meta Platforms,...
781.96
+0.24% 175.41K -5.25% 101.1M 381.24 0.25% Share
99 RVLV Revolve Group, ...
21.67
+0.14% 4.67M -5.66% 100.35M 21.17 0.25% Share
100 AMZN Amazon.com, Inc...
230.94
+2.84% 521.91K -5.97% 99.3M 50.64 0.24% Share
101 MELI MercadoLibre, I...
2319.80
-0.32% 50.3K -19.36% 98.12M 698.67 0.24% Share
102 NVDA NVIDIA Corporat...
182.02
+0.24% 900.88K -24.34% 97.64M 3.93 0.24% Share
103 IT Gartner, Inc.
242.94
+0.12% 229.28K -2.17% 96.24M 185.66 0.24% Share
104 CSWI CSW Industrials...
305.10
0.00% 316.46K +34.48% 92.26M 270.72 0.23% Share
105 ALGN Align Technolog...
142.81
-2.01% 577.52K +2.36% 91.75M 238.28 0.22% Share
106 ZTS Zoetis Inc.
153.05
+0.40% 555.66K -3.8% 91.49M 85.58 0.22% Share
107 ODFL Old Dominion Fr...
151.11
-1.53% 542.54K +0.18% 89.76M 128 0.22% Share
108 CELH Celsius Holding...
56.63
+1.00% 2.52M -6.15% 89.66M 24.7 0.22% Share
109 FFIN First Financial...
36.44
+1.19% 2.47M +35.99% 88.57M 30.09 0.22% Share
110 SYBT Stock Yards Ban...
75.77
-1.81% 1.28M +4.94% 88.29M 44.52 0.22% Share
111 ORLY O'Reilly Automo...
101.50
-1.11% 59.32K -5.33% 84.98M 855.87 0.21% Share
112 AZTA Azenta, Inc.
30.59
-4.64% 2.13M -4.64% 73.93M 42.55 0.18% Share
113 USPH U.S. Physical T...
85.89
-2.97% 967.22K -4.59% 69.99M 90.04 0.17% Share
114 ROP Roper Technolog...
524.96
+0.47% 117.5K -5.68% 69.28M 253.19 0.17% Share
115 NET Cloudflare, Inc...
195.34
-2% 604.25K -7.85% 68.09M 70.98 0.17% Share
116 TTD The Trade Desk,...
50.76
-6.62% 1.22M -5.47% 66.87M 27.9 0.16% Share
117 AIN Albany Internat...
63.70
-2.58% 961.51K +1.40% 66.38M 59.51 0.16% Share
118 CSGP CoStar Group, I...
88.00
+0.50% 832.54K -8.3% 65.96M 45.42 0.16% Share
119 HQY HealthEquity, I...
87.34
-2.16% 725.55K -6.11% 64.12M 71.29 0.16% Share
120 ACN Accenture plc
246.13
+0.18% 204.45K -8.34% 63.8M 152.76 0.16% Share
121 LLY Eli Lilly and C...
684.46
+3.63% 77.16K -5.61% 63.73M 382.42 0.16% Share
122 PGR The Progressive...
250.95
+0.71% 207.23K -7.07% 58.65M 91.45 0.14% Share
123 ULS UL Solutions In...
66.80
-5.05% 1.03M +100.00% 58M 56.4 0.14% Share
124 NOVT Novanta Inc.
118.17
-5.37% 448.74K -5.34% 57.38M 168.41 0.14% Share
125 MMC Marsh & McLenna...
206.96
-1.14% 231.93K -3.56% 56.6M 107.4 0.14% Share
126 BMI Badger Meter, I...
191.11
-1.03% 291.64K +1.68% 55.48M 46.53 0.14% Share
127 MTD Mettler-Toledo ...
1314.16
-0.75% 46.03K -8.77% 54.36M 1009.43 0.13% Share
128 AAPL Apple Inc.
232.81
-0.22% 243.18K -2.66% 54.02M 133.02 0.13% Share
129 VERX Vertex, Inc.
25.61
-3.36% 1.53M +32.19% 53.63M 48.88 0.13% Share
130 NFLX Netflix, Inc.
1230.56
+2.17% 57.46K -6.82% 53.58M 486.22 0.13% Share
131 PODD Insulet Corpora...
315.78
+2.30% 193.51K +1.32K% 50.82M 264.15 0.12% Share
132 PAYC Paycom Software...
216.13
-2.42% 229.22K -6.95% 50.08M 127.96 0.12% Share
133 IDXX IDEXX Laborator...
653.95
-1.5% 119.19K -8.25% 50.05M 350.96 0.12% Share
134 CSM ProShares Large...
73.77
+0.06% 776.7K -0.37% 49.57M 49.65 0.12% Share
135 UBER Uber Technologi...
91.40
+0.63% 652.72K -6.62% 47.56M 38.76 0.12% Share
136 ONON On Holding AG
44.22
-8.24% 1.08M -8.22% 47.25M 32.94 0.12% Share
137 TRU TransUnion
90.07
-2.91% 530.91K +1.70% 44.06M 78.79 0.11% Share
138 PNC The PNC Financi...
194.55
+0.59% 250.32K -1.65% 44M 116.41 0.11% Share
139 MAR Marriott Intern...
266.49
-1.19% 181.29K -6.75% 43.18M 143.51 0.11% Share
140 GLBE Global-e Online...
30.58
-1.55% 1.2M -20.78% 42.92M 42.74 0.10% Share
141 CPRT Copart, Inc.
46.84
-1.7% 756.27K +474.96% 42.8M 55.31 0.10% Share
142 MSFT Microsoft Corpo...
522.28
+0.33% 113.11K +4.38% 42.46M 229.3 0.10% Share
143 NOW ServiceNow, Inc...
850.65
-1.42% 53.28K +63.02% 42.42M 779.06 0.10% Share
144 SPGI S&P Global Inc.
564.10
+0.27% 82.2K +52.56% 41.77M 394.8 0.10% Share
145 LAMR Lamar Advertisi...
121.22
-0.23% 363.95K +181.66% 41.41M 106.35 0.10% Share
146 SHOP Shopify Inc.
144.27
-3.88% 421.96K -6.84% 40.29M 67.63 0.10% Share
147 CDNS Cadence Design ...
348.98
-0.04% 155.11K -3.55% 39.45M 281.12 0.10% Share
148 NRC National Resear...
15.00
-3.66% 3.02M -0.29% 38.71M 28.15 0.09% Share
149 ORCL Oracle Corporat...
244.93
+0.31% 274.6K -14.53% 38.39M 67.48 0.09% Share
150 ISRG Intuitive Surgi...
477.00
-1.11% 77.2K -6.52% 38.23M 473.17 0.09% Share