Generalist · Los Angeles, CA
Kayne Anderson Rudnick Investment Management LLC
- Software
- $1.5B
- Weight of 13F
- 5.0%
- Names
- 61
- Vs prior quarter
- −$474M
Filed 13 August 2026.
1,198 positions in the whole 13F.
Software held
- ServiceTitanTTAN3,751,462 shares · 18.2% of their software$265M−$43.7M
- TrimbleTRMB3,825,521 shares · 13.5% of their software$196M−$44.9M
- Manhattan AssociatesMANH1,015,310 shares · 9.7% of their software$141M−$4.3M
- VeriskVRSK756,992 shares · 9.3% of their software$136M−$24.8M
- DatadogDDOG372,534 shares · 6.7% of their software$97.0M+$52.6M
- CloudflareNET367,585 shares · 6.2% of their software$90.2M−$20.5M
- SnowflakeSNOW286,801 shares · 5.0% of their software$73.0M+$29.1M
- Fair IsaacFICO51,492 shares · 4.2% of their software$61.5M−$3.0M
- AppFolioAPPF351,847 shares · 3.9% of their software$56.4M−$15.3M
- Bentley SystemsBSY1,798,251 shares · 3.7% of their software$53.7M−$194M
- ShopifySHOP377,321 shares · 3.0% of their software$43.1M−$2.2M
- nCinoNCNO2,521,806 shares · 2.8% of their software$41.2M−$35.8M