Kayne Anderson Rudnick Investment Management LLC Reduced Holdings in Q2 2025

Kayne Anderson Rudnick Investment Management LLC

  • $39.8 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
-18K
- 8.97%
$105.69 - $140.64 $1.9M - $2.53M
183K $24.2M
HWKN
Hawkins Inc

Basic Materials
-1.22K
- 10.8%
$103.32 - $143.95 $126K - $175K
10K $1.43M
NDSN
Nordson Corp

Industrials
-157K
- 5.86%
$167.51 - $223.5 $26.3M - $35.1M
2.52M $541M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.36K
- 8.59%
$40.51 - $71.03 $55.2K - $96.7K
14.5K $1.02M
PLTR
Palantir Technologies Inc.

Technology
-254
- 4.17%
$74.01 - $144.25 $18.8K - $36.6K
5.83K $794K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-570
- 0.35%
$81.46 - $94.63 $46.4K - $53.9K
160K $15.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.83K
- 11.39%
$221.86 - $362.89 $406K - $664K
14.2K $4.52M
CSCO
Cisco Systems, Inc.

Technology
-22.3K
- 8.93%
$53.19 - $69.38 $1.18M - $1.54M
227K $15.8M
TYL
Tyler Technologies Inc

Technology
-237
- 0.52%
$521.68 - $592.84 $124K - $141K
44.9K $26.6M
GD
General Dynamics Corp

Industrials
-1.62K
- 2.81%
$247.68 - $291.66 $400K - $471K
55.9K $16.3M
MCK
Mckesson Corp

Healthcare
-42
- 0.32%
$652.83 - $732.78 $27.4K - $30.8K
13.1K $9.63M
DXCM
Dexcom Inc

Healthcare
-1.45K
- 2.79%
$59.83 - $87.57 $86.6K - $127K
50.5K $4.4M
PTC
Ptc Inc.

Technology
-15.2K
- 7.25%
$136.74 - $173.24 $2.08M - $2.63M
194K $33.5M
VMC
Vulcan Materials CO

Basic Materials
-2.6K
- 4.06%
$226.49 - $276.01 $589K - $718K
61.4K $16M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6.13K
- 10.54%
$320.42 - $424.58 $1.96M - $2.6M
52.1K $22.1M
CERT
Certara, Inc.

Healthcare
-2.96K
- 0.29%
$9.05 - $14.47 $26.8K - $42.8K
1.01M $11.8M
ISRG
Intuitive Surgical Inc

Healthcare
-2.97K
- 3.84%
$451.58 - $565.94 $1.34M - $1.68M
74.2K $40.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
-455
- 0.13%
$74.88 - $91.97 $34.1K - $41.8K
352K $32.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-887
- 0.35%
$149.76 - $186.42 $133K - $165K
249K $46.5M
ADI
Analog Devices Inc

Technology
-2.01K
- 2.23%
$164.6 - $238.02 $330K - $478K
88.1K $21M
CASY
Caseys General Stores Inc

Consumer Cyclical
-82
- 0.22%
$415.82 - $510.91 $34.1K - $41.9K
37.2K $19M
PSMT
Pricesmart Inc

Consumer Defensive
-34.9K
- 8.77%
$82.12 - $108.35 $2.87M - $3.78M
363K $38.1M
IBM
International Business Machines Corp

Technology
-5.13K
- 4.79%
$221.03 - $294.78 $1.13M - $1.51M
102K $30.1M
FIZZ
National Beverage Corp

Consumer Defensive
-12.9K
- 0.5%
$41.45 - $46.54 $535K - $600K
2.58M $112M
DCI
Donaldson CO Inc

Industrials
-53K
- 1.59%
$59.18 - $71.02 $3.14M - $3.76M
3.28M $227M
ONON
On Holding Ag

Consumer Cyclical
-88.6K
- 8.24%
$37.65 - $60.68 $3.34M - $5.38M
987K $51.4M
KLAC
Kla Corp

Technology
-1.96K
- 7.05%
$576.53 - $902.94 $1.13M - $1.77M
25.8K $23.1M
LII
Lennox International Inc

Industrials
-17.1K
- 1.51%
$508.76 - $605.77 $8.68M - $10.3M
1.11M $639M
MAR
Marriott International Inc

Consumer Cyclical
-7.36K
- 4.06%
$211.12 - $274.14 $1.55M - $2.02M
174K $47.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-175
- 0.1%
$171.4 - $227.1 $30K - $39.7K
171K $38.9M
PODD
Insulet Corp

Healthcare
-13.3K
- 6.86%
$238.57 - $327.47 $3.17M - $4.35M
180K $56.6M
TT
Trane Technologies PLC

Industrials
-11.5K
- 10.53%
$315.21 - $437.41 $3.62M - $5.03M
97.7K $42.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-16.8K
- 5.98%
$498.8 - $620.9 $8.4M - $10.5M
265K $164M
SHOP
Shopify Inc.

Technology
-15.2K
- 3.61%
$76.89 - $115.35 $1.17M - $1.76M
407K $46.9M
DDOG
Datadog, Inc.

Technology
-23.4K
- 8.29%
$87.0 - $134.33 $2.03M - $3.14M
259K $34.8M
TOST
Toast, Inc.

Technology
-84K
- 8.31%
$30.03 - $45.23 $2.52M - $3.8M
927K $41.1M
VRSK
Verisk Analytics, Inc.

Industrials
-3.64K
- 0.57%
$277.03 - $321.33 $1.01M - $1.17M
634K $197M
UNF
Unifirst Corp

Industrials
-4.86K
- 0.8%
$161.86 - $189.64 $787K - $922K
603K $114M
HQY
Healthequity, Inc.

Healthcare
-38.9K
- 5.36%
$76.77 - $113.06 $2.98M - $4.4M
687K $71.9M
IDXX
Idexx Laboratories Inc

Healthcare
-8.17K
- 6.86%
$361.04 - $536.34 $2.95M - $4.38M
111K $59.5M
UBER
Uber Technologies, Inc

Technology
-25.5K
- 3.91%
$64.62 - $93.3 $1.65M - $2.38M
627K $58.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-19.3K
- 3.7%
$167.32 - $223.3 $3.23M - $4.31M
503K $110M
NRC
National Research Corp

Healthcare
-37.8K
- 1.25%
$10.13 - $17.24 $383K - $651K
2.99M $50.2M
NOW
Service Now, Inc.

Technology
-650
- 1.22%
$721.65 - $1040.18 $469K - $676K
52.6K $54.1M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-332K
- 13.17%
$33.89 - $46.39 $11.2M - $15.4M
2.19M $101M
MSFT
Microsoft Corp

Technology
-2.16K
- 1.91%
$354.56 - $497.45 $767K - $1.08M
111K $55.2M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
-76.4K
- 1.27%
$20.4 - $25.29 $1.56M - $1.93M
5.92M $149M
BMI
Badger Meter Inc

Technology
-2.07K
- 0.71%
$170.72 - $254.17 $354K - $527K
290K $70.9M
ROL
Rollins Inc

Consumer Cyclical
-132K
- 1.29%
$50.65 - $58.58 $6.71M - $7.76M
10.1M $570M
Activity Summary
Buys All Purchases 590 New Holdings 163 Increased Positions 427 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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