Filing analysis
Kayne Anderson Rudnick Investment Management Llc
13F-HR · period Q2 2026 · filed Aug 13, 2026
$32.20BReported 13F value
1,198Positions
2Other managers included
+82New
300Increased
355Reduced
−71Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| GMED Globus Medical, Inc. | $338.14M | 1.1% |
| CDNL | $42.90M | 0.1% |
| STRL Sterling Infrastructure, Inc. | $38.05M | 0.1% |
| SMLF iShares U.S. Small-Cap Equity… | $35.24M | 0.1% |
| ANDG | $33.90M | 0.1% |
| FIGR Figure Technology Solutions… | $33.81M | 0.1% |
| APG APi Group Corporation | $24.53M | 0.1% |
| SPCX Space Exploration… | $19.08M | 0.1% |
| CTA | $8.41M | 0.0% |
| VG Venture Global, Inc. | $1.81M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| CHH Choice Hotels International… | ▼ Trim | -71.5% | $101.13M |
| OLLI Ollie's Bargain Outlet… | ▼ Trim | -70.3% | $74.95M |
| BSY Bentley Systems, Incorporated | ▼ Trim | -74.5% | $53.75M |
| ROL Rollins, Inc. | ▼ Trim | -15.4% | $342.75M |
| WTS Watts Water Technologies, Inc. | ▼ Trim | -6.7% | $776.67M |
| JKHY Jack Henry & Associates, Inc. | ▼ Trim | -4.5% | $718.06M |
| FCN FTI Consulting, Inc. | ▼ Trim | -7.8% | $447.29M |
| IBKR Interactive Brokers Group… | ▼ Trim | -36.5% | $554.06M |
| BFAM Bright Horizons Family… | ▼ Trim | -25.1% | $204.13M |
| EFX Equifax Inc. | ▼ Trim | -17.3% | $299.75M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.