DOSSIER · 13F-HR · Q1 2026

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

KAYNE ANDERSON RUDNICK INVESTMENT's holding co. based in San Francisco, CA — $34.0B in tracked AUM across 1,193 positions as of Q1 2026.

KA

KAYNE ANDERSON RUDNICK INVESTMENT·San Francisco, CA·Holding Co.

CIK 0001021223 · last filed Mar 31, 2026

Total AUM

$34.0B

▼ 12.4%

vs prior

Holdings

1,193

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

45% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

SEC 13F Filing Analysis for Period Ended September 30, 2025

1. Portfolio Overview

Kayne Anderson Rudnick Investment Management LLC (KAR) manages a substantial, diversified equity portfolio valued at approximately $41.03 billion as of September 30, 2025. This represents a slight contraction of -2.1% from the previous quarter's value of $41.90B. The portfolio consists of 1,280 individual holdings, ind...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

JACK HENRY & ASSOCIA

$863M5.5M2.5%

02

PRIMERICA INC

$769M3.1M2.3%

03

TORO CO

$740M7.9M2.2%

04

TELEDYNE TECH INC

$726M1.2M2.1%

05

RBC BEARINGS INC

$719M1.3M2.1%

06

INTERACTIVE BROKERS

$672M10.0M2.0%

07

SIMPSON MANUFACTURIN

$667M3.9M2.0%

08

WATTS WATER TECH

$618M2.1M1.8%

09

POOL CORPORATION

$577M2.9M1.7%

10

FTI CONSULTING INC

$576M3.3M1.7%

Filing history

Filing history loading…