KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

13D and 13G Filings

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.

Issuer % of Class Filed
Smith Douglas Homes Corp 13G/A Amendment 4
SDHC · 83207R107
 17.8% 8/13/2025
Event 6/30/2025
US Physical Therapy Inc 13G/A Amendment 10
USPH · 90337L108
 9.8% 8/13/2025
Event 6/30/2025
Endava PLC 13G/A Amendment 4
DAVA · 29260V105
 16.5% 6/5/2025
Event 5/30/2025
Aspen Technology Inc 13G/A Amendment 9
AZPN · 29109X106
 0% 5/15/2025
Event 3/31/2025
Triumph Financial, Inc. 13G/A Amendment 2
TFIN · 89679E300
 12.5% 5/14/2025
Event 3/31/2025
Scotts Miracle-Gro Co 13G/A Amendment 5
SMG · 810186106
 3.2% 5/14/2025
Event 3/31/2025
Jack Henry & Associates Inc 13G/A Amendment 1
JKHY · 426281101
 6.5% 5/14/2025
Event 3/31/2025
UFP Industries Inc 13G/A Amendment 1
UFPI · 90278Q108
 6.2% 5/14/2025
Event 3/31/2025
Omega Flex, Inc. 13G/A Amendment 9
OFLX · 682095104
 9.6% 5/14/2025
Event 3/31/2025
Holley Inc. 13G/A Amendment 5
HLLY · 43538H103
 6.5% 5/14/2025
Event 3/31/2025
Endava PLC 13G/A Amendment 3
DAVA · 29260V105
 13.5% 5/14/2025
Event 3/31/2025
Dream Finders Homes, Inc. 13G/A Amendment 8
DFH · 26154D100
 16.4% 5/14/2025
Event 3/31/2025
National Research Corp 13G/A Amendment 11
NRC · 637372202
 12.9% 5/14/2025
Event 3/31/2025
Toro Co 13G/A Amendment 1
TTC · 891092108
 8.2% 5/14/2025
Event 3/31/2025
U.S. Physical Therapy, Inc. 13G/A Amendment 9
USPH · 90337L108
 6.2% 5/14/2025
Event 3/31/2025
RBC Bearings Inc 13G/A Amendment 13
RBC · 75524B104
 5.6% 5/14/2025
Event 3/31/2025
Allegion plc 13G
ALLE · G0176J109
 5.5% 5/14/2025
Event 3/31/2025
Clearwater Analytics Holdings, Inc. 13G/A Amendment 8
CWAN · 185123106
 4.6% 5/14/2025
Event 3/31/2025
Goosehead Insurance, Inc. 13G/A Amendment 11
GSHD · 38267D109
 9.6%
Checked 5% or less
 5/14/2025
Event 3/31/2025
Bank of Hawaii Corp 13G/A Amendment 4
BOH · 062540109
 5.2% 5/14/2025
Event 3/31/2025
Universal Display Corp 13G/A Amendment 1
OLED · 91347P105
 9.2% 5/14/2025
Event 3/31/2025
OneStream, Inc 13G/A Amendment 1
OS · 68278B107
 8.5% 5/14/2025
Event 3/31/2025
Revolve Group, Inc. 13G/A Amendment 5
RVLV · 76156B107
 11.3% 5/14/2025
Event 3/31/2025
FTI Consulting, Inc 13G/A Amendment 5
FCN · 302941109
 16.1% 5/6/2025
Event 4/30/2025
UL Solutions Inc. 13G
ULS · 903731107
 10.5% 5/6/2025
Event 4/30/2025
Toro Co 13G
TTC · 891092108
 7.0% 2/14/2025
Event 12/31/2024
Toro Corp. 13G/A Amendment 1
TORO · Y8900D108
 0% 2/14/2025
Event 12/31/2024
Goosehead Insurance, Inc. 13G/A Amendment 10
GSHD · 38267D109
 11.5% 2/13/2025
Event 12/31/2024
Holley Inc. 13G/A Amendment 4
HLLY · 43538H103
 7.1%
Checked 5% or less
 2/13/2025
Event 12/31/2024
EMCOR Group, Inc. 13G/A Amendment 5
EME · 29084Q100
 2.8% 2/13/2025
Event 12/31/2024
Ollie's Bargain Outlet Holdings, Inc. 13G/A Amendment 5
OLLI · 681116109
 7.6% 2/13/2025
Event 12/31/2024
Ryan Specialty Holdings, Inc. 13G/A Amendment 6
RYAN · 78351F107
 3.4% 2/13/2025
Event 12/31/2024
Clearwater Analytics Holdings, Inc. 13G/A Amendment 7
CWAN · 185123106
 5.7% 2/13/2025
Event 12/31/2024
Toro Co. 13G
TTC · 891092108
 7.0% 2/13/2025
Event 12/31/2024
Watts Water Technologies Inc 13G/A Amendment 4
WTS · 942749102
 9.0% 2/13/2025
Event 12/31/2024
Dream Finders Homes, Inc. 13G/A Amendment 7
DFH · 26154D100
 17.5% 2/13/2025
Event 12/31/2024
Fox Factory Holding Corp 13G/A Amendment 11
FOXF · 35138V102
 4.3% 2/13/2025
Event 12/31/2024
U.S. Physical Therapy, Inc. 13G/A Amendment 8
USPH · 90337L108
 6.7%
Checked 5% or less
 2/13/2025
Event 12/31/2024
Smith Douglas Homes Corp. 13G/A Amendment 3
SDHC · 83207R107
 20.4% 2/13/2025
Event 12/31/2024
Revolve Group, Inc. 13G/A Amendment 4
RVLV · 76156B107
 12.9% 2/13/2025
Event 12/31/2024
Endava PLC 13G/A Amendment 2
DAVA · 29260V105
 10.2% 1/7/2025
Event 12/31/2024
Landstar System Inc 13G/A Amendment 3
LSTR · 515098101
 10.7% 1/7/2025
Event 12/31/2024
Dream Finders Homes, Inc. 13G/A Amendment 6
DFH · 26154D100
 17.2% 11/6/2024
Event 10/31/2024