Generalist · Los Angeles, CA
Kayne Anderson Rudnick Investment Management
Q4 2025 · compared with Q3 2025
Filed as Kayne Anderson Rudnick Investment Management LLC
- Software
- $3.1B
- Weight of 13F
- 8.3%
- Names
- 84
- Net bought
- −$784M
Filed 13 February 2026 · SEC filing.
1,004 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 SystemsBSY12,867,311 shares · 16.0% of their software · price −$171M$491M−$103M
- ServiceTitanTTAN3,463,937 shares · 12.0% of their software · price +$19.6M$369M+$123M
- TrimbleTRMB4,489,375 shares · 11.4% of their software · price −$14.8M$352M−$42.9M
- Manhattan AssociatesMANH1,119,413 shares · 6.3% of their software · price −$35.5M$194M−$21.8M
- VeriskVRSK767,759 shares · 5.6% of their software · price −$21.4M$172M+$34.5M
- BroadridgeBR768,745 shares · 5.6% of their software · price −$11.5M$172M−$13.9M
- nCinoNCNO5,900,991 shares · 4.9% of their software · price −$8.7M$151M−$30.2M
- AppFolioAPPF520,509 shares · 3.9% of their software · price −$22.4M$121M−$26.2M
- Fair IsaacFICO68,512 shares · 3.8% of their software · price +$13.3M$116M−$209M
- EVERTEC, Inc.EVTC2,869,144 shares · 2.7% of their software · price −$13.5M$83.5M−$16.8M
- CloudflareNET404,715 shares · 2.6% of their software · price −$7.1M$79.8M−$21.0M
- ShopifySHOP391,209 shares · 2.0% of their software · price +$4.8M$63.0M−$1.6M
- MicrosoftMSFT123,959 shares · 1.9% of their software · price −$4.3M$59.9M−$3.4M
- SnowflakeSNOW238,401 shares · 1.7% of their software · price −$1.5M$52.3M−$1.1M
- Uber Technologies, Inc.UBER596,659 shares · 1.6% of their software · price −$9.7M$48.8M−$1.7M
- CadenceCDNS152,154 shares · 1.5% of their software · price −$5.9M$47.6M−$1.3M
- CoStarCSGP635,720 shares · 1.4% of their software · price −$10.9M$42.7M−$8.9M
- The Trade DeskTTD1,092,312 shares · 1.3% of their software · price −$12.1M$41.5M−$11.3M
- MorningstarMORN187,931 shares · 1.3% of their software · price −$2.8M$40.8M−$134M
- ToastTOST1,103,561 shares · 1.3% of their software · price −$1.1M$39.2M+$9.4M
- ServiceNowNOW245,970 shares · 1.2% of their software · price −$189M$37.7M+$178M
- OracleORCL171,189 shares · 1.1% of their software · price −$14.8M$33.4M−$1.9M
- Global-EGLBE834,934 shares · 1.1% of their software · price +$3.0M$32.8M−$6.8M
- WorkdayWDAY144,995 shares · 1.0% of their software · price −$3.8M$31.1M−$1.3M
- DatadogDDOG192,409 shares · 0.9% of their software · price −$1.2M$26.2M−$6.6M
- PTCPTC144,282 shares · 0.8% of their software · price −$4.2M$25.1M−$7.1M
- Tyler TechnologiesTYL45,581 shares · 0.7% of their software · price −$3.2M$20.7MFlat
- VertexVERX1,005,095 shares · 0.7% of their software · price −$4.8M$20.1M−$7.3M
- DescartesDSGX218,572 shares · 0.6% of their software · price −$1.4M$19.2M+$5.1M
- PaycomPAYC102,332 shares · 0.5% of their software · price −$5.0M$16.3M−$20.6M
- Joint Stock Company Kaspi.kzKSPI157,479 shares · 0.4% of their software · price −$559K$12.3M+$12.8M
- IntuitINTU17,938 shares · 0.4% of their software$11.9M−$8.0M
- CertaraCERT876,762 shares · 0.3% of their software · price −$3.0M$7.7M−$1.3M
- Automatic Data Processing, Inc.ADP28,813 shares · 0.2% of their software · price −$1.0M$7.4M−$3.4M
- VeevaVEEV24,416 shares · 0.2% of their software · price −$1.8M$5.5MFlat
- AdobeADBE15,148 shares · 0.2% of their software$5.3M−$529K
- Roper Technologies, Inc.ROP10,215 shares · 0.1% of their software · price −$547K$4.5MFlat
- GigaCloud Technology Inc.GCT108,464 shares · 0.1% of their software · price +$1.2M$4.3M+$754K
- Intapp, Inc.INTA66,945 shares · 0.1% of their software$3.1MFlat
- SAPSAP12,189 shares · 0.1% of their software$3.0MFlat
- FactSetFDS5,079 shares · 0.0% of their software$1.5M−$296M
- Fiserv, Inc.FISV21,806 shares · 0.0% of their software · price −$1.3M$1.5MFlat
- PalantirPLTR6,873 shares · 0.0% of their software$1.2MFlat
- Lyft, Inc.LYFT59,204 shares · 0.0% of their software$1.1M+$604K
- GoDaddyGDDY7,471 shares · 0.0% of their software$927KFlat
- Gen DigitalGEN32,673 shares · 0.0% of their software$888KFlat
- NetApp, Inc.NTAP8,137 shares · 0.0% of their software$871KFlat
- WixWIX8,195 shares · 0.0% of their software · price −$604K$851KFlat
- SalesforceCRM2,382 shares · 0.0% of their software$631KFlat
- Endava plcDAVA99,381 shares · 0.0% of their software$628K−$56.5M
- SynopsysSNPS1,127 shares · 0.0% of their software$530KFlat
- Block, Inc.XYZ7,739 shares · 0.0% of their software$504K−$18.0M
- Palo Alto NetworksPANW2,683 shares · 0.0% of their software$494KFlat
- AutodeskADSK1,525 shares · 0.0% of their software$452KFlat
- RingCentralRNG12,730 shares · 0.0% of their software$368KFlat
- Adeia Inc.ADEA19,768 shares · 0.0% of their software$341KFlat
- TenableTENB8,624 shares · 0.0% of their software$203KFlat
- CrowdStrikeCRWD377 shares · 0.0% of their software$177KFlat
- BILLBILL3,232 shares · 0.0% of their software$176KFlat
- Check PointCHKP724 shares · 0.0% of their software$134KFlat
- ZscalerZS515 shares · 0.0% of their software$116KNew · Flat
- NIQ Global Intelligence plcNIQ6,631 shares · 0.0% of their software$109KFlat
- DocuSignDOCU1,550 shares · 0.0% of their software$106KFlat
- FortinetFTNT764 shares · 0.0% of their software$61KFlat
- Five9FIVN2,832 shares · 0.0% of their software$57KNew · Flat
- OktaOKTA640 shares · 0.0% of their software$55KFlat
- Paychex, Inc.PAYX434 shares · 0.0% of their software$49K−$9.5M
- Simulations PlusSLP1,487 shares · 0.0% of their software$27KFlat
- AppLovinAPP33 shares · 0.0% of their software$22KFlat
- TwilioTWLO50 shares · 0.0% of their software$7KFlat
- Strategy IncMSTR44 shares · 0.0% of their software$7KFlat
- HubSpotHUBS16 shares · 0.0% of their software$6KFlat
- VeriSign, Inc.VRSN22 shares · 0.0% of their software$5KFlat
- SS&CSSNC58 shares · 0.0% of their software$5KFlat
- Corpay, Inc.CPAY13 shares · 0.0% of their software$4KFlat
- MongoDBMDB7 shares · 0.0% of their software$3KFlat
- F5, Inc.FFIV8 shares · 0.0% of their software$2KFlat
- Amdocs LimitedDOX24 shares · 0.0% of their software$2KFlat
- OpenTextOTEX39 shares · 0.0% of their software$1KFlat
- WEX Inc.WEX5 shares · 0.0% of their software$745Flat
- ZoomZM5 shares · 0.0% of their software$479Flat
- DropboxDBX14 shares · 0.0% of their software$389Flat
- Shift4 Payments, Inc.FOUR5 shares · 0.0% of their software$315Flat
- Smartbird, IncBIRD3 shares · 0.0% of their software$12Flat