Generalist · Los Angeles, CA
Kayne Anderson Rudnick Investment Management
Q1 2025 · compared with Q4 2024
Filed as Kayne Anderson Rudnick Investment Management LLC
- Software
- $4.6B
- Weight of 13F
- 11.3%
- Names
- 85
- Net bought
- +$128M
Filed 14 May 2025 · SEC filing.
957 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 202677 names$1.6B−$548M
- Q1 202678 names$2.1B−$317M
- Q4 202584 names$3.1B−$784M
- Q3 202585 names$4.4B+$68.7M
- Q2 202586 names$5.0B−$75.1M
- Q1 202585 names$4.6B+$128M
- Q4 202485 names$5.2B−$287M
- Q3 202471 names$5.3B−$85.7M
- Q2 202476 names$4.9B−$138M
- Q1 202470 names$5.2B−$42.2M
- Q4 202372 names$5.3B+$88.6M
- Q3 202374 names$4.6B−$22.8M
- Q2 202375 names$4.6B+$22.0M
- Q1 202368 names$3.9B+$104M
- Q4 202252 names$3.6B+$3.4B
- Q3 20220 names$0−$3.4B
- Q2 202247 names$3.5B−$279M
- Q1 202248 names$5.0B+$50.5M
- Q4 202151 names$5.7B−$74.9M
- Q3 202147 names$5.8B−$364M
- Q2 202146 names$5.4B+$1.0B
- Q1 202142 names$5.0B−$203M
- Q4 202059 names$5.4B+$265M
- Q3 202038 names$4.1B+$184M
- Q2 202036 names$3.5B+$197M
- Q1 202035 names$2.2B+$43.8M
- Q4 201935 names$2.4B+$151M
- Q3 201933 names$2.0B+$59.8M
- Q2 201929 names$2.0B+$178M
- Q1 201924 names$1.6B+$34.9M
- Q4 201822 names$1.2B+$299M
- Q3 201820 names$1.2B+$105M
- Q2 201820 names$940M+$213M
- Q1 201819 names$681M+$15.7M
- Q4 201718 names$638M+$58.7M
- Q3 201718 names$520M+$62.2M
- Q2 201718 names$445M+$64.6M
- Q1 201715 names$364M+$28.2M
- Q4 201614 names$315M+$56.6M
- Q3 201615 names$274M+$29.3M
- Q2 201615 names$235M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- Bentley SystemsBSY16,167,441 shares · 13.8% of their software · price −$119M$636M+$7.5M
- FactSetFDS1,075,653 shares · 10.6% of their software · price −$27.6M$489M−$78.2M
- Fair IsaacFICO232,691 shares · 9.3% of their software · price −$34.2M$429M−$59.1M
- MorningstarMORN910,156 shares · 5.9% of their software · price −$33.6M$273M−$21.9M
- Clearwater AnalyticsCWAN10,042,284 shares · 5.8% of their software$269M—
- Manhattan AssociatesMANH1,272,599 shares · 4.8% of their software · price −$124M$220MFlat
- BroadridgeBR857,126 shares · 4.5% of their software · price +$14.0M$208M−$2.9M
- ServiceTitanTTAN2,055,736 shares · 4.2% of their software · price −$16.0M$196M+$199M
- VeriskVRSK637,343 shares · 4.1% of their software · price +$14.1M$190MFlat
- nCinoNCNO6,811,727 shares · 4.1% of their software · price −$41.6M$187M−$2.7M
- AppFolioAPPF773,579 shares · 3.7% of their software · price −$20.7M$170M+$87.4M
- EVERTEC, Inc.EVTC3,473,953 shares · 2.8% of their software · price +$7.8M$128M+$2.3M
- Endava plcDAVA6,198,846 shares · 2.6% of their software · price −$70.6M$121M+$51.5M
- SPS CommerceSPSC887,615 shares · 2.5% of their software · price −$45.5M$118M+$41.6M
- Roper Technologies, Inc.ROP117,500 shares · 1.5% of their software · price +$8.2M$69.3M−$3.7M
- CloudflareNET604,245 shares · 1.5% of their software · price +$3.0M$68.1M−$5.5M
- The Trade DeskTTD1,221,951 shares · 1.4% of their software · price −$76.8M$66.9M−$8.3M
- CoStarCSGP832,539 shares · 1.4% of their software · price +$6.4M$66.0M−$5.4M
- VertexVERX1,531,939 shares · 1.2% of their software · price −$28.1M$53.6M+$19.9M
- PaycomPAYC229,217 shares · 1.1% of their software · price +$3.1M$50.1M−$3.5M
- Uber Technologies, Inc.UBER652,722 shares · 1.0% of their software · price +$8.2M$47.6M−$2.8M
- Global-EGLBE1,203,812 shares · 0.9% of their software · price −$22.7M$42.9M−$17.2M
- MicrosoftMSFT113,115 shares · 0.9% of their software · price −$5.2M$42.5M+$2.0M
- ServiceNowNOW53,281 shares · 0.9% of their software · price −$14.1M$42.4M+$21.8M
- ShopifySHOP421,958 shares · 0.9% of their software · price −$4.6M$40.3M−$3.3M
- CadenceCDNS155,109 shares · 0.9% of their software · price −$7.2M$39.4M−$1.7M
- OracleORCL274,601 shares · 0.8% of their software · price −$7.4M$38.4M−$7.8M
- WorkdayWDAY161,034 shares · 0.8% of their software · price −$3.9M$37.6M−$3.2M
- SnowflakeSNOW252,690 shares · 0.8% of their software · price −$2.1M$36.9M+$16.5M
- ToastTOST1,011,440 shares · 0.7% of their software · price −$3.3M$33.5M−$3.3M
- PTCPTC209,528 shares · 0.7% of their software · price −$6.1M$32.5M−$4.6M
- DatadogDDOG282,131 shares · 0.6% of their software · price −$12.3M$28.0M−$4.1M
- Tyler TechnologiesTYL45,164 shares · 0.6% of their software$26.3MFlat
- IntuitINTU41,895 shares · 0.6% of their software · price −$608K$25.7M−$1.6M
- Automatic Data Processing, Inc.ADP55,485 shares · 0.4% of their software · price +$710K$17.0M−$1.4M
- DescartesDSGX165,950 shares · 0.4% of their software · price −$2.1M$16.7MNew · +$18.9M
- Block, Inc.XYZ274,034 shares · 0.3% of their software · price −$8.4M$14.9M−$1.6M
- Paychex, Inc.PAYX73,363 shares · 0.2% of their software · price +$1.0M$11.3MFlat
- CertaraCERT1,011,471 shares · 0.2% of their software · price −$759K$10.0M+$2.4M
- SAPSAP25,883 shares · 0.2% of their software · price +$575K$6.9M−$961K
- AdobeADBE14,354 shares · 0.1% of their software · price −$878K$5.5M+$2.7M
- Fiserv, Inc.FISV17,745 shares · 0.1% of their software$3.9MFlat
- Joint Stock Company Kaspi.kzKSPI37,801 shares · 0.1% of their software$3.5MFlat
- GigaCloud Technology Inc.GCT143,813 shares · 0.0% of their software · price −$621K$2.0MFlat
- VeevaVEEV3,921 shares · 0.0% of their software$908KFlat
- SalesforceCRM2,421 shares · 0.0% of their software$650KFlat
- PalantirPLTR6,085 shares · 0.0% of their software$514KFlat
- Gen DigitalGEN18,762 shares · 0.0% of their software$498KFlat
- DropboxDBX16,100 shares · 0.0% of their software$430KFlat
- AutodeskADSK1,517 shares · 0.0% of their software$397KFlat
- GoDaddyGDDY2,189 shares · 0.0% of their software$394KFlat
- MongoDBMDB2,120 shares · 0.0% of their software$372K−$46.7M
- NetApp, Inc.NTAP4,074 shares · 0.0% of their software$358KFlat
- Palo Alto NetworksPANW1,719 shares · 0.0% of their software$293KFlat
- SynopsysSNPS660 shares · 0.0% of their software$283KFlat
- Lyft, Inc.LYFT23,748 shares · 0.0% of their software$282KFlat
- Corpay, Inc.CPAY638 shares · 0.0% of their software$222K−$33.4M
- TenableTENB5,816 shares · 0.0% of their software$203KFlat
- BILLBILL4,313 shares · 0.0% of their software$198K−$20.8M
- RingCentralRNG7,080 shares · 0.0% of their software$175KFlat
- Adeia Inc.ADEA12,628 shares · 0.0% of their software$167KFlat
- F5, Inc.FFIV516 shares · 0.0% of their software$137KFlat
- Check PointCHKP467 shares · 0.0% of their software$106KNew · Flat
- FortinetFTNT1,045 shares · 0.0% of their software$101KFlat
- Shift4 Payments, Inc.FOUR1,108 shares · 0.0% of their software$91KFlat
- DocuSignDOCU950 shares · 0.0% of their software$77KFlat
- OktaOKTA640 shares · 0.0% of their software$67KFlat
- Five9FIVN2,243 shares · 0.0% of their software$61KFlat
- CrowdStrikeCRWD171 shares · 0.0% of their software$61KFlat
- PDF Solutions, Inc.PDFS2,600 shares · 0.0% of their software$50KFlat
- SailPointSAIL2,596 shares · 0.0% of their software$49KNew · Flat
- Simulations PlusSLP1,487 shares · 0.0% of their software$36KFlat
- UnityU763 shares · 0.0% of their software$15KFlat
- VaronisVRNS311 shares · 0.0% of their software$13KFlat
- HubSpotHUBS16 shares · 0.0% of their software$9KFlat
- TwilioTWLO50 shares · 0.0% of their software$5KFlat
- SS&CSSNC58 shares · 0.0% of their software$5KFlat
- VeriSign, Inc.VRSN14 shares · 0.0% of their software$4KFlat
- AppLovinAPP10 shares · 0.0% of their software$3KFlat
- Amdocs LimitedDOX24 shares · 0.0% of their software$2KFlat
- WixWIX9 shares · 0.0% of their software$1KFlat
- OpenTextOTEX39 shares · 0.0% of their software$985Flat
- WEX Inc.WEX5 shares · 0.0% of their software$785Flat
- ZoomZM4 shares · 0.0% of their software$295Flat
- Smartbird, IncBIRD3 shares · 0.0% of their software$19Flat