Stock Taper

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Toast, Inc.TOST595.95K$16.58M
APi Group CorporationAPG579.17K$24.53M
Vertex, Inc.VERX568.8K$6.53M
The New York Times CompanyNYT498.87K$34.91M
Amazon.com, Inc.AMZN495.61K$118.12M
Verizon Communications Inc.VZ460.71K$19.51M
Omega Flex, Inc.OFLX457.18K$14.35M
Cardinal Infrastructure Group Inc.CDNL455.37K$42.9M
Karman Holdings Inc.KRMN424.82K$21.21M
Alphabet Inc.GOOGL415.15K$148.36M
HealthEquity, Inc.HQY400.61K$36.18M
Uber Technologies, Inc.UBER397.16K$28.66M
IRadimed CorporationIRMD396.98K$37.94M
On Holding AGONON394.28K$13.97M
Shopify Inc.SHOP377.32K$43.08M
Lamar Advertising CompanyLAMR373.66K$58.28M
Datadog, Inc.DDOG372.53K$96.99M
Cloudflare, Inc.NET367.58K$90.16M
AppFolio Inc.APPF351.85K$56.42M
UniFirst CorporationUNF345.73K$91.43M