Generalist · Los Angeles, CA
Kayne Anderson Rudnick Investment Management
Q1 2026 · compared with Q4 2025
Filed as Kayne Anderson Rudnick Investment Management LLC
- Software
- $2.1B
- Weight of 13F
- 6.2%
- Names
- 78
- Net bought
- −$317M
951 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
- ServiceTitanTTAN4,869,029 shares · 14.6% of their software · price −$210M$309M+$150M
- Bentley SystemsBSY7,059,346 shares · 11.7% of their software · price −$21.5M$248M−$222M
- TrimbleTRMB3,689,460 shares · 11.3% of their software · price −$48.4M$241M−$62.7M
- VeriskVRSK847,128 shares · 7.6% of their software · price −$28.8M$161M+$17.8M
- Manhattan AssociatesMANH1,094,725 shares · 6.9% of their software · price −$44.0M$146M−$4.3M
- BroadridgeBR688,682 shares · 5.3% of their software · price −$41.8M$112M−$17.9M
- CloudflareNET536,384 shares · 5.2% of their software · price +$4.9M$111M+$26.0M
- EVERTEC, Inc.EVTC3,060,745 shares · 4.1% of their software · price −$2.7M$86.4M+$5.6M
- nCinoNCNO5,140,656 shares · 3.6% of their software · price −$54.8M$77.0M−$19.5M
- AppFolioAPPF454,463 shares · 3.4% of their software · price −$34.0M$71.7M−$15.4M
- Fair IsaacFICO60,433 shares · 3.0% of their software · price −$37.7M$64.5M−$13.7M
- GigaCloud Technology Inc.GCT1,264,924 shares · 2.7% of their software · price +$7.7M$57.4M+$45.4M
- ShopifySHOP382,078 shares · 2.1% of their software · price −$16.2M$45.3M−$1.5M
- DatadogDDOG376,353 shares · 2.1% of their software · price −$6.8M$44.4M+$25.0M
- SnowflakeSNOW291,132 shares · 2.1% of their software · price −$20.0M$43.9M+$11.6M
- MicrosoftMSFT105,800 shares · 1.8% of their software · price −$12.0M$39.2M−$8.8M
- CadenceCDNS126,484 shares · 1.7% of their software · price −$4.4M$35.1M−$8.0M
- Uber Technologies, Inc.UBER389,609 shares · 1.3% of their software · price −$3.8M$28.0M−$16.9M
- MorningstarMORN163,479 shares · 1.3% of their software · price −$7.9M$27.6M−$5.3M
- OracleORCL177,033 shares · 1.2% of their software · price −$8.5M$26.0M+$1.1M
- ServiceNowNOW232,104 shares · 1.1% of their software · price −$11.3M$24.3M−$2.1M
- ToastTOST894,759 shares · 1.1% of their software · price −$8.1M$23.7M−$7.4M
- PTCPTC112,280 shares · 0.8% of their software · price −$3.6M$16.0M−$5.6M
- Global-EGLBE444,743 shares · 0.6% of their software · price −$3.8M$13.7M−$15.3M
- DescartesDSGX179,394 shares · 0.6% of their software · price −$2.9M$12.8M−$3.4M
- Joint Stock Company Kaspi.kzKSPI157,317 shares · 0.5% of their software · price −$639K$11.7MFlat
- VertexVERX805,861 shares · 0.5% of their software · price −$6.5M$9.6M−$4.0M
- IntuitINTU15,723 shares · 0.3% of their software · price −$3.6M$6.8M−$1.5M
- VeevaVEEV25,789 shares · 0.2% of their software · price −$1.2M$4.5MFlat
- Roper Technologies, Inc.ROP9,251 shares · 0.2% of their software · price −$844K$3.3MFlat
- AdobeADBE11,371 shares · 0.1% of their software · price −$1.2M$2.8M−$1.3M
- SAPSAP14,495 shares · 0.1% of their software · price −$1.0M$2.5M+$560K
- NutanixNTNX52,804 shares · 0.1% of their software · price −$722K$2.0MNew · +$2.7M
- Fiserv, Inc.FISV34,700 shares · 0.1% of their software$1.9M+$866K
- WixWIX16,740 shares · 0.1% of their software$1.5M+$888K
- GoDaddyGDDY16,641 shares · 0.1% of their software · price −$689K$1.4M+$1.1M
- NetApp, Inc.NTAP12,207 shares · 0.1% of their software$1.2MFlat
- Lyft, Inc.LYFT90,428 shares · 0.1% of their software · price −$549K$1.2M+$605K
- Gen DigitalGEN50,579 shares · 0.0% of their software$952KFlat
- Adeia Inc.ADEA31,155 shares · 0.0% of their software$749KFlat
- SalesforceCRM3,807 shares · 0.0% of their software$711KFlat
- Palo Alto NetworksPANW4,178 shares · 0.0% of their software$670KFlat
- SynopsysSNPS1,466 shares · 0.0% of their software$581KFlat
- Automatic Data Processing, Inc.ADP2,779 shares · 0.0% of their software$565K−$6.7M
- Block, Inc.XYZ9,084 shares · 0.0% of their software$547KFlat
- PalantirPLTR3,263 shares · 0.0% of their software$477K−$642K
- F5, Inc.FFIV1,508 shares · 0.0% of their software$436KFlat
- RingCentralRNG11,347 shares · 0.0% of their software$422KFlat
- DocuSignDOCU7,399 shares · 0.0% of their software$351KFlat
- TenableTENB13,369 shares · 0.0% of their software$226KFlat
- BILLBILL4,647 shares · 0.0% of their software$178KFlat
- Check PointCHKP1,071 shares · 0.0% of their software$153KFlat
- CrowdStrikeCRWD367 shares · 0.0% of their software$144KFlat
- NIQ Global Intelligence plcNIQ9,039 shares · 0.0% of their software$103KFlat
- ZscalerZS515 shares · 0.0% of their software$72KFlat
- FortinetFTNT755 shares · 0.0% of their software$62KFlat
- WorkdayWDAY460 shares · 0.0% of their software$60K−$31.0M
- Five9FIVN3,652 shares · 0.0% of their software$55KFlat
- Intapp, Inc.INTA1,935 shares · 0.0% of their software$50K−$3.0M
- Tyler TechnologiesTYL133 shares · 0.0% of their software$46K−$20.6M
- CoStarCSGP892 shares · 0.0% of their software$36K−$42.7M
- The Trade DeskTTD989 shares · 0.0% of their software$22K−$41.4M
- Simulations PlusSLP1,487 shares · 0.0% of their software$18KFlat
- AutodeskADSK59 shares · 0.0% of their software$14KFlat
- Paychex, Inc.PAYX119 shares · 0.0% of their software$11KFlat
- FactSetFDS40 shares · 0.0% of their software$9K−$1.5M
- AppLovinAPP21 shares · 0.0% of their software$9KFlat
- TwilioTWLO50 shares · 0.0% of their software$6KFlat
- Strategy IncMSTR43 shares · 0.0% of their software$5KFlat
- PaycomPAYC42 shares · 0.0% of their software$5K−$16.3M
- VeriSign, Inc.VRSN18 shares · 0.0% of their software$4KFlat
- SS&CSSNC58 shares · 0.0% of their software$4KFlat
- Corpay, Inc.CPAY13 shares · 0.0% of their software$4KFlat
- OktaOKTA40 shares · 0.0% of their software$3KFlat
- HubSpotHUBS12 shares · 0.0% of their software$3KFlat
- MongoDBMDB5 shares · 0.0% of their software$1KFlat
- DropboxDBX14 shares · 0.0% of their software$318Flat
- ZoomZM1 shares · 0.0% of their software$125Flat