KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$37.3B
Holdings
1,017
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,017 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JKHYJACK HENRY & ASSOCIA | 5,860,784 | $1.1B | 2.87% | |
| 2 | LPLALPL FINANCIAL HLDGS | 2,298,547 | $821.0M | 2.20% | |
| 3 | PRIPRIMERICA INC | 3,165,612 | $817.9M | 2.20% | |
| 4 | IBKRINTERACTIVE BROKERS | 11,206,753 | $720.7M | 1.93% | |
| 5 | TDYTELEDYNE TECH INC | 1,330,680 | $679.6M | 1.82% | |
| 6 | SSDSIMPSON MANUFACTURIN | 4,016,822 | $648.6M | 1.74% | |
| 7 | ALLEALLEGION PLC | 4,041,631 | $643.5M | 1.73% | |
| 8 | TTCTORO CO | 8,132,150 | $640.2M | 1.72% | |
| 9 | RBCRBC BEARINGS INC | 1,411,419 | $632.9M | 1.70% | |
| 10 | WRBBERKLEY W R CORP | 8,709,181 | $610.7M | 1.64% | |
| 11 | WTSWATTS WATER TECH | 2,145,742 | $592.3M | 1.59% | |
| 12 | COOCOOPER COMPANIES INC | 7,198,895 | $590.0M | 1.58% | |
| 13 | FCNFTI CONSULTING INC | 3,357,826 | $573.6M | 1.54% | |
| 14 | EFXEQUIFAX INC | 2,629,596 | $570.6M | 1.53% | |
| 15 | ZWSZURN ELKAY WATER SOL | 12,100,431 | $562.5M | 1.51% | |
| 16 | NDSNNORDSON CORP | 2,263,686 | $544.3M | 1.46% | |
| 17 | ROLROLLINS INC | 8,999,552 | $540.2M | 1.45% | |
| 18 | LSTRLANDSTAR SYS INC | 3,498,053 | $502.7M | 1.35% | |
| 19 | IBPINSTALLED BUILDING | 1,894,779 | $491.5M | 1.32% | |
| 20 | BSYBENTLEY SYS INC | 12,867,311 | $491.1M | 1.32% | |
| 21 | GOLFACUSHNET HOLDINGS | 6,090,269 | $486.1M | 1.30% | |
| 22 | HLIHOULIHAN LOKEY INC | 2,772,807 | $483.0M | 1.30% | |
| 23 | THOTHOR INDS INC | 4,696,657 | $482.2M | 1.29% | |
| 24 | WSOWATSCO INC | 1,406,884 | $474.0M | 1.27% | |
| 25 | ULSUL SOLUTIONS INC. | 6,008,386 | $473.8M | 1.27% | |
| 26 | LIILENNOX INTL INC | 964,700 | $468.4M | 1.26% | |
| 27 | RLIRLI CORP | 7,294,807 | $466.7M | 1.25% | |
| 28 | EMEEMCOR GROUP INC | 739,460 | $452.4M | 1.21% | |
| 29 | MCMOELIS & COMPANY | 6,033,755 | $414.8M | 1.11% | |
| 30 | POOLPOOL CORPORATION | 1,760,287 | $402.7M | 1.08% | |
| 31 | OLLIOLLIES BARGAIN OUT | 3,672,946 | $402.6M | 1.08% | |
| 32 | OLEDUNIVERSAL DISPLAY CP | 3,393,419 | $396.3M | 1.06% | |
| 33 | MDYSPDR S&P MIDCAP 400 | 633,310 | $382.0M | 1.03% | |
| 34 | TTANSERVICETITAN | 3,463,937 | $368.9M | 0.99% | |
| 35 | HLNEHAMILTON LANE INC | 2,727,874 | $366.4M | 0.98% | |
| 36 | SAIASAIA INC | 1,090,786 | $356.2M | 0.96% | |
| 37 | BJBJS WHSL CLUB HLDGS | 3,907,953 | $351.8M | 0.94% | |
| 38 | TRMBTRIMBLE INC | 4,489,375 | $351.7M | 0.94% | |
| 39 | GGGGRACO INC | 4,256,746 | $348.9M | 0.94% | |
| 40 | KAIKADANT | 1,189,115 | $338.9M | 0.91% | |
| 41 | CRVLCORVEL CORP | 4,989,649 | $337.6M | 0.91% | |
| 42 | SITESITEONE LANDSCAPE | 2,667,663 | $332.3M | 0.89% | |
| 43 | FHBFIRST HAWAIIAN | 12,730,561 | $322.1M | 0.86% | |
| 44 | ZBRAZEBRA TECHNOLOGIES | 1,251,213 | $303.8M | 0.82% | |
| 45 | AMEAMETEK INC | 1,435,507 | $294.7M | 0.79% | |
| 46 | UFPIUFP INDUSTRIES INC | 3,171,538 | $288.8M | 0.78% | |
| 47 | EXPOEXPONET INC | 4,143,107 | $287.8M | 0.77% | |
| 48 | CHHCHOICE HOTELS INTL | 2,977,478 | $283.6M | 0.76% | |
| 49 | BFAMBRIGHT HORIZONS FA | 2,745,516 | $278.4M | 0.75% | |
| 50 | BANFBANCFIRST CORP | 2,614,640 | $277.2M | 0.74% | |
| 51 | DCIDONALDSON INC | 3,016,070 | $267.4M | 0.72% | |
| 52 | MPWRMONOLITHIC POWER | 294,043 | $266.5M | 0.72% | |
| 53 | WSTWEST PHARMACEUT SVS | 955,149 | $262.8M | 0.71% | |
| 54 | LCIILCI INDUSTRIES | 1,995,768 | $242.2M | 0.65% | |
| 55 | APHAMPHENOL CORPORATION | 1,773,582 | $239.7M | 0.64% | |
| 56 | APAMARTISAN PARTNERS A | 5,715,267 | $232.8M | 0.62% | |
| 57 | AWIARMSTRONG WORLD INDS | 1,205,018 | $230.3M | 0.62% | |
| 58 | HEIHEICO CORP NEW | 892,485 | $225.3M | 0.60% | |
| 59 | WABWABTEC | 1,050,416 | $224.2M | 0.60% | |
| 60 | IVVISHARES TRUST | 295,377 | $202.3M | 0.54% | |
| 61 | CHECHEMED CORP NEW | 464,649 | $198.8M | 0.53% | |
| 62 | MANHMANHATTAN ASSOCS IN | 1,119,413 | $194.0M | 0.52% | |
| 63 | ROADCONSTRUCTION PARTNRS | 1,762,408 | $191.3M | 0.51% | |
| 64 | NVDANVIDIA CORP | 968,153 | $180.6M | 0.48% | |
| 65 | ROSTROSS STORES INC | 974,122 | $175.5M | 0.47% | |
| 66 | DPZDOMINOS PIZZA INC | 416,697 | $173.7M | 0.47% | |
| 67 | PNRPENTAIR PLC | 1,659,380 | $172.8M | 0.46% | |
| 68 | WMSADVANCED DRAINAGE | 1,190,619 | $172.4M | 0.46% | |
| 69 | VRSKVERISK ANALYTICS INC | 767,759 | $171.7M | 0.46% | |
| 70 | BRBROADRIDGE FINL SOLN | 768,745 | $171.6M | 0.46% | |
| 71 | JBTJBT MAREL CORPORATIO | 1,119,266 | $168.6M | 0.45% | |
| 72 | ALHALLIANCE LAUNDRY | 8,145,122 | $165.8M | 0.44% | |
| 73 | HWKNHAWKINS INC | 1,146,398 | $162.9M | 0.44% | |
| 74 | NCNONCINO INC | 5,900,991 | $151.3M | 0.41% | |
| 75 | EPACENERPAC TOOL GROUP | 3,946,717 | $150.9M | 0.41% | |
| 76 | MSCIMSCI INC | 258,648 | $148.4M | 0.40% | |
| 77 | GSHDGOOSEHEAD INS INC | 2,010,884 | $148.1M | 0.40% | |
| 78 | IWMISHARES | 584,126 | $143.8M | 0.39% | |
| 79 | ODFLOLD DOMINION FGHT | 902,092 | $141.4M | 0.38% | |
| 80 | RYANRYAN SPECIALTY HLD | 2,716,103 | $140.2M | 0.38% | |
| 81 | BOHBANK HAWAII CORP | 1,980,447 | $135.4M | 0.36% | |
| 82 | GOOGLALPHABET INC | 425,384 | $133.1M | 0.36% | |
| 83 | TFINTRIUMPH FINANCIAL | 2,108,275 | $132.0M | 0.35% | |
| 84 | PBVPRESTIGE CONSUMER HE | 2,137,620 | $131.9M | 0.35% | |
| 85 | FULFULLER H B CO | 2,143,708 | $127.5M | 0.34% | |
| 86 | AMZNAMAZON COM INC | 538,496 | $124.3M | 0.33% | |
| 87 | KNSLKINSALE CAPITAL GR | 316,873 | $123.9M | 0.33% | |
| 88 | APPFAPPFOLIO INC | 520,509 | $121.1M | 0.33% | |
| 89 | CAKECHEESECAKE FACTORY | 2,393,795 | $120.8M | 0.32% | |
| 90 | AFWALIGN TECH INC | 760,823 | $118.8M | 0.32% | |
| 91 | FICOFAIR ISAAC INC | 68,512 | $115.8M | 0.31% | |
| 92 | CSWCSW INDUSTRIALS IN | 392,110 | $115.1M | 0.31% | |
| 93 | SFBSSERVISFIRST BANCSH | 1,572,102 | $112.9M | 0.30% | |
| 94 | HLMNHILLMAN SOLUTIONS CR | 12,893,592 | $111.7M | 0.30% | |
| 95 | UNFUNIFIRST CORP MASS | 559,008 | $107.8M | 0.29% | |
| 96 | VVISA INC | 307,151 | $107.7M | 0.29% | |
| 97 | WDFCWD 40 CO | 527,526 | $103.9M | 0.28% | |
| 98 | FFINFIRST FINL BKSH | 3,239,932 | $96.8M | 0.26% | |
| 99 | USPHU S PHYSICAL THERAPY | 1,212,260 | $94.7M | 0.25% | |
| 100 | GTYGETTY RLTY CORP NEW | 3,442,870 | $94.2M | 0.25% |
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