Generalist · Los Angeles, CA
Kayne Anderson Rudnick Investment Management
Q3 2025 · compared with Q2 2025
Filed as Kayne Anderson Rudnick Investment Management LLC
- Software
- $4.4B
- Weight of 13F
- 10.8%
- Names
- 85
- Net bought
- +$68.7M
Filed 13 November 2025 · SEC filing.
1,025 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 SystemsBSY14,859,216 shares · 17.3% of their software · price −$37.0M$765M−$19.0M
- TrimbleTRMB5,014,686 shares · 9.3% of their software · price +$28.4M$409M+$345M
- Fair IsaacFICO208,270 shares · 7.1% of their software · price −$69.0M$312M−$29.6M
- FactSetFDS1,037,716 shares · 6.7% of their software · price −$167M$297M−$13.8M
- Manhattan AssociatesMANH1,225,940 shares · 5.7% of their software · price +$9.2M$251M−$5.2M
- ServiceTitanTTAN2,243,683 shares · 5.1% of their software · price −$14.2M$226M−$4.6M
- BroadridgeBR827,025 shares · 4.5% of their software · price −$4.0M$197M−$8.7M
- nCinoNCNO7,013,354 shares · 4.3% of their software · price −$6.0M$190M−$13.1M
- MorningstarMORN765,463 shares · 4.0% of their software · price −$62.7M$178M−$26.1M
- AppFolioAPPF615,626 shares · 3.8% of their software · price +$27.9M$170M−$16.3M
- VeriskVRSK630,401 shares · 3.6% of their software · price −$37.8M$159MFlat
- EVERTEC, Inc.EVTC3,367,415 shares · 2.6% of their software · price −$7.6M$114M−$2.5M
- CloudflareNET502,778 shares · 2.4% of their software · price +$9.4M$108M−$8.6M
- MicrosoftMSFT130,555 shares · 1.5% of their software · price +$2.7M$67.6M+$9.8M
- The Trade DeskTTD1,322,414 shares · 1.5% of their software · price −$30.4M$64.8M+$3.7M
- CoStarCSGP741,641 shares · 1.4% of their software · price +$2.9M$62.6M−$3.3M
- Uber Technologies, Inc.UBER614,317 shares · 1.4% of their software · price +$2.9M$60.2M−$1.2M
- ShopifySHOP402,115 shares · 1.4% of their software · price +$13.4M$59.8M−$533K
- SPS CommerceSPSC555,644 shares · 1.3% of their software · price −$17.8M$57.9M−$38.0M
- Endava plcDAVA6,312,443 shares · 1.3% of their software · price −$39.3M$57.4M−$8.4M
- SnowflakeSNOW243,183 shares · 1.2% of their software$54.8M−$690K
- CadenceCDNS155,871 shares · 1.2% of their software · price +$6.7M$54.8M−$2.6M
- OracleORCL178,099 shares · 1.1% of their software · price +$11.2M$50.1M−$18.6M
- ServiceNowNOW52,566 shares · 1.1% of their software · price −$5.7M$48.4MFlat
- PaycomPAYC201,193 shares · 0.9% of their software · price −$4.7M$41.9M−$2.9M
- Global-EGLBE1,024,196 shares · 0.8% of their software · price +$2.3M$36.6M−$2.8M
- PTCPTC179,129 shares · 0.8% of their software · price +$5.5M$36.4M−$2.6M
- WorkdayWDAY150,406 shares · 0.8% of their software$36.2M−$916K
- DatadogDDOG238,489 shares · 0.8% of their software · price +$1.9M$34.0M−$2.7M
- VertexVERX1,301,044 shares · 0.7% of their software · price −$13.7M$32.3M−$4.1M
- ToastTOST847,048 shares · 0.7% of their software · price −$6.6M$30.9M−$3.6M
- Tyler TechnologiesTYL44,723 shares · 0.5% of their software · price −$3.1M$23.4MFlat
- IntuitINTU29,713 shares · 0.5% of their software · price −$3.1M$20.3M−$1.8M
- Block, Inc.XYZ256,815 shares · 0.4% of their software · price +$1.1M$18.6MFlat
- DescartesDSGX164,356 shares · 0.4% of their software · price −$1.2M$15.5MFlat
- CertaraCERT980,845 shares · 0.3% of their software · price +$510K$12.0MFlat
- Automatic Data Processing, Inc.ADP40,473 shares · 0.3% of their software · price −$603K$11.9M−$731K
- Paychex, Inc.PAYX75,505 shares · 0.2% of their software · price −$1.4M$9.6MFlat
- VeevaVEEV24,134 shares · 0.2% of their software$7.2M+$6.1M
- AdobeADBE16,647 shares · 0.1% of their software · price −$568K$5.9M+$711K
- Roper Technologies, Inc.ROP11,169 shares · 0.1% of their software · price −$761K$5.6M−$56.1M
- SAPSAP12,153 shares · 0.1% of their software$3.2MFlat
- Fiserv, Inc.FISV23,858 shares · 0.1% of their software · price −$1.0M$3.1M+$1.0M
- Intapp, Inc.INTA63,823 shares · 0.1% of their software · price −$684K$2.6MNew · +$3.3M
- GigaCloud Technology Inc.GCT81,926 shares · 0.1% of their software · price +$706K$2.3MSplit
- PalantirPLTR5,841 shares · 0.0% of their software$1.1MFlat
- WixWIX5,610 shares · 0.0% of their software$997K+$705K
- Lyft, Inc.LYFT31,757 shares · 0.0% of their software$699KFlat
- Gen DigitalGEN21,701 shares · 0.0% of their software$616KFlat
- NetApp, Inc.NTAP5,057 shares · 0.0% of their software$599KFlat
- GoDaddyGDDY4,369 shares · 0.0% of their software$598KFlat
- SalesforceCRM2,391 shares · 0.0% of their software$567KFlat
- AutodeskADSK1,521 shares · 0.0% of their software$483KFlat
- Palo Alto NetworksPANW1,880 shares · 0.0% of their software$383KFlat
- SynopsysSNPS723 shares · 0.0% of their software$357KFlat
- Adeia Inc.ADEA13,966 shares · 0.0% of their software$235KFlat
- RingCentralRNG8,042 shares · 0.0% of their software$228KFlat
- TenableTENB6,280 shares · 0.0% of their software$183KFlat
- UnityU4,128 shares · 0.0% of their software$165KFlat
- BILLBILL2,149 shares · 0.0% of their software$114KFlat
- Check PointCHKP517 shares · 0.0% of their software$107KFlat
- Clearwater AnalyticsCWAN5,797 shares · 0.0% of their software$104K—
- Shift4 Payments, Inc.FOUR1,238 shares · 0.0% of their software$96KFlat
- FortinetFTNT1,058 shares · 0.0% of their software$89KFlat
- CrowdStrikeCRWD173 shares · 0.0% of their software$85KFlat
- DocuSignDOCU1,025 shares · 0.0% of their software$74KFlat
- NIQ Global Intelligence plcNIQ4,474 shares · 0.0% of their software$70KNew · Flat
- OktaOKTA640 shares · 0.0% of their software$59KFlat
- Joint Stock Company Kaspi.kzKSPI302 shares · 0.0% of their software$25KNew · Flat
- Simulations PlusSLP1,487 shares · 0.0% of their software$22KFlat
- AppLovinAPP31 shares · 0.0% of their software$22KFlat
- MongoDBMDB26 shares · 0.0% of their software$8KFlat
- HubSpotHUBS16 shares · 0.0% of their software$8KFlat
- SS&CSSNC58 shares · 0.0% of their software$5KFlat
- VeriSign, Inc.VRSN18 shares · 0.0% of their software$5KFlat
- TwilioTWLO50 shares · 0.0% of their software$5KFlat
- Corpay, Inc.CPAY13 shares · 0.0% of their software$4KFlat
- Amdocs LimitedDOX24 shares · 0.0% of their software$2KFlat
- F5, Inc.FFIV5 shares · 0.0% of their software$2KFlat
- OpenTextOTEX39 shares · 0.0% of their software$1KFlat
- Strategy IncMSTR3 shares · 0.0% of their software$967Flat
- ZoomZM10 shares · 0.0% of their software$825Flat
- WEX Inc.WEX5 shares · 0.0% of their software$788Flat
- DropboxDBX14 shares · 0.0% of their software$423Flat
- Smartbird, IncBIRD3 shares · 0.0% of their software$17Flat