Generalist · Los Angeles, CA
Kayne Anderson Rudnick Investment Management
Q2 2025 · compared with Q1 2025
Filed as Kayne Anderson Rudnick Investment Management LLC
- Software
- $5.0B
- Weight of 13F
- 11.9%
- Names
- 86
- Net bought
- −$75.1M
Filed 13 August 2025 · SEC filing.
1,088 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 SystemsBSY15,210,846 shares · 16.5% of their software · price +$223M$821M−$37.6M
- FactSetFDS1,068,519 shares · 9.6% of their software · price −$7.9M$478MFlat
- Fair IsaacFICO224,463 shares · 8.3% of their software · price −$3.6M$410M−$15.2M
- MorningstarMORN848,569 shares · 5.4% of their software · price +$11.9M$266M−$18.5M
- Manhattan AssociatesMANH1,252,479 shares · 5.0% of their software · price +$30.6M$247M−$3.5M
- ServiceTitanTTAN2,286,784 shares · 4.9% of their software · price +$27.6M$245M+$22.0M
- Clearwater AnalyticsCWAN9,766,137 shares · 4.3% of their software$214M—
- BroadridgeBR862,933 shares · 4.2% of their software$210MFlat
- nCinoNCNO7,482,536 shares · 4.2% of their software · price +$3.7M$209M+$18.4M
- VeriskVRSK633,702 shares · 4.0% of their software · price +$8.8M$197MFlat
- AppFolioAPPF686,460 shares · 3.2% of their software · price +$7.1M$158M−$19.2M
- EVERTEC, Inc.EVTC3,435,704 shares · 2.5% of their software · price −$2.5M$124M−$1.4M
- SPS CommerceSPSC835,215 shares · 2.3% of their software · price +$2.8M$114M−$7.0M
- CloudflareNET546,584 shares · 2.2% of their software · price +$45.4M$107M−$6.5M
- Endava plcDAVA6,863,373 shares · 2.1% of their software · price −$28.8M$105M+$13.0M
- The Trade DeskTTD1,270,925 shares · 1.8% of their software · price +$21.9M$91.5M+$2.7M
- CoStarCSGP782,686 shares · 1.3% of their software · price +$916K$62.9M−$3.9M
- Roper Technologies, Inc.ROP110,205 shares · 1.3% of their software · price −$2.5M$62.5M−$4.3M
- Uber Technologies, Inc.UBER627,206 shares · 1.2% of their software · price +$12.8M$58.5M−$1.9M
- OracleORCL262,971 shares · 1.2% of their software · price +$20.7M$57.5M−$1.6M
- MicrosoftMSFT110,951 shares · 1.1% of their software · price +$13.5M$55.2M−$812K
- SnowflakeSNOW246,266 shares · 1.1% of their software · price +$19.1M$55.1M−$939K
- ServiceNowNOW52,631 shares · 1.1% of their software · price +$12.2M$54.1M−$517K
- CadenceCDNS164,434 shares · 1.0% of their software · price +$8.8M$50.7M+$2.4M
- VertexVERX1,417,897 shares · 1.0% of their software$50.1M−$4.0M
- PaycomPAYC213,903 shares · 1.0% of their software · price +$2.8M$49.5M−$3.3M
- ShopifySHOP406,733 shares · 0.9% of their software · price +$8.1M$46.9M−$1.5M
- ToastTOST927,427 shares · 0.8% of their software · price +$10.3M$41.1M−$2.8M
- Global-EGLBE1,108,719 shares · 0.7% of their software · price −$2.3M$37.2M−$3.4M
- WorkdayWDAY154,223 shares · 0.7% of their software · price +$998K$37.0M−$1.6M
- TrimbleTRMB476,712 shares · 0.7% of their software · price +$4.9M$36.2MNew · +$31.3M
- DatadogDDOG258,742 shares · 0.7% of their software · price +$9.1M$34.8M−$2.3M
- PTCPTC194,336 shares · 0.7% of their software · price +$3.4M$33.5M−$2.4M
- Tyler TechnologiesTYL44,927 shares · 0.5% of their software · price +$514K$26.6MFlat
- IntuitINTU31,963 shares · 0.5% of their software · price +$5.6M$25.2M−$6.1M
- Block, Inc.XYZ262,619 shares · 0.4% of their software · price +$3.6M$17.8M−$620K
- DescartesDSGX165,146 shares · 0.3% of their software$16.8MFlat
- Automatic Data Processing, Inc.ADP42,843 shares · 0.3% of their software$13.2M−$3.9M
- CertaraCERT1,008,510 shares · 0.2% of their software · price +$1.8M$11.8MFlat
- Paychex, Inc.PAYX76,346 shares · 0.2% of their software · price −$673K$11.1MFlat
- AdobeADBE14,809 shares · 0.1% of their software$5.7MFlat
- SAPSAP11,759 shares · 0.1% of their software$3.6M−$3.8M
- Fiserv, Inc.FISV17,951 shares · 0.1% of their software · price −$869K$3.1MFlat
- GigaCloud Technology Inc.GCT149,406 shares · 0.1% of their software · price +$834K$3.0MFlat
- VeevaVEEV3,117 shares · 0.0% of their software$898KFlat
- PalantirPLTR5,831 shares · 0.0% of their software$795KFlat
- SalesforceCRM2,489 shares · 0.0% of their software$679KFlat
- Gen DigitalGEN20,845 shares · 0.0% of their software$613KFlat
- NetApp, Inc.NTAP4,565 shares · 0.0% of their software$486KFlat
- AutodeskADSK1,521 shares · 0.0% of their software$471KFlat
- GoDaddyGDDY2,475 shares · 0.0% of their software$446KFlat
- Lyft, Inc.LYFT25,961 shares · 0.0% of their software$409KFlat
- Palo Alto NetworksPANW1,869 shares · 0.0% of their software$383KFlat
- SynopsysSNPS743 shares · 0.0% of their software$381KFlat
- DropboxDBX11,764 shares · 0.0% of their software$336KFlat
- RingCentralRNG8,061 shares · 0.0% of their software$229KFlat
- TenableTENB6,396 shares · 0.0% of their software$216KFlat
- Adeia Inc.ADEA13,945 shares · 0.0% of their software$197KFlat
- WixWIX1,158 shares · 0.0% of their software$183KFlat
- F5, Inc.FFIV569 shares · 0.0% of their software$167KFlat
- Shift4 Payments, Inc.FOUR1,264 shares · 0.0% of their software$125KFlat
- Check PointCHKP513 shares · 0.0% of their software$114KFlat
- FortinetFTNT1,053 shares · 0.0% of their software$111KFlat
- CrowdStrikeCRWD193 shares · 0.0% of their software$99KFlat
- DocuSignDOCU1,042 shares · 0.0% of their software$81KFlat
- Five9FIVN2,509 shares · 0.0% of their software$66KFlat
- SailPointSAIL2,877 shares · 0.0% of their software$66KFlat
- OktaOKTA652 shares · 0.0% of their software$65KFlat
- PDF Solutions, Inc.PDFS2,600 shares · 0.0% of their software$56KFlat
- BILLBILL903 shares · 0.0% of their software$42KFlat
- Simulations PlusSLP1,487 shares · 0.0% of their software$26KFlat
- UnityU899 shares · 0.0% of their software$22KFlat
- VaronisVRNS374 shares · 0.0% of their software$19KFlat
- AppLovinAPP31 shares · 0.0% of their software$11KFlat
- HubSpotHUBS19 shares · 0.0% of their software$11KFlat
- Amdocs LimitedDOX70 shares · 0.0% of their software$6KFlat
- TwilioTWLO50 shares · 0.0% of their software$6KFlat
- MongoDBMDB29 shares · 0.0% of their software$6KFlat
- Corpay, Inc.CPAY16 shares · 0.0% of their software$5KFlat
- VeriSign, Inc.VRSN18 shares · 0.0% of their software$5KFlat
- SS&CSSNC58 shares · 0.0% of their software$5KFlat
- Strategy IncMSTR3 shares · 0.0% of their software$1KNew · Flat
- OpenTextOTEX39 shares · 0.0% of their software$1KFlat
- ZoomZM10 shares · 0.0% of their software$780Flat
- WEX Inc.WEX5 shares · 0.0% of their software$734Flat
- Smartbird, IncBIRD3 shares · 0.0% of their software$32Flat