Kayne Anderson Rudnick Investment Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Kayne Anderson Rudnick Investment Management LLC reported 1,007 stock positions worth $37.3 billion. Its top holding was Jack Henry & Associates (JKHY) at 2.9% of the portfolio, followed by LPL Financial (LPLA, 2.2%) and Primerica (PRI, 2.2%). Compared with Q3 2025, it opened 19 new positions, sold out of 42, added to 244 and reduced 386. The biggest buy was Jack Henry & Associates (JKHY, shares +28%) and the biggest sale Factset Research Systems (FDS, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0001021223
- Portfolio Value
- $37.3B (Q4 2025)
- SEC Filing
- 0001398344-26-003112 ↗ filed Feb 13, 2026
Holdings Value
Holdings 1,007 stocks · $37.3B
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 2.87% | 5,860,784 | $1.1B | Add +27.8% |
| LPLA LPL Financial Holdings Inc. | 2.20% | 2,298,547 | $821.0M | Reduce -7.4% |
| PRI Primerica Inc. | 2.20% | 3,165,612 | $817.9M | Reduce -6.9% |
| IBKR Interactive Brokers Gro Class A | 1.93% | 11,206,753 | $720.7M | Reduce -8.0% |
| TDY Teledyne Technologies Inc. | 1.82% | 1,330,680 | $679.6M | Reduce -7.3% |
| SSD Simpson Manufacturing Co. Inc. | 1.74% | 4,016,822 | $648.6M | Reduce -7.2% |
| ALLE Allegion PLC | 1.73% | 4,041,631 | $643.5M | Reduce -7.7% |
| TTC Toro Co. | 1.72% | 8,132,150 | $640.2M | Add +2.9% |
| RBC RBC Bearings Inc. | 1.70% | 1,411,419 | $632.9M | Reduce -6.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 1.64% | 8,709,181 | $610.7M | Reduce -8.3% |
| WTS Watts Water Technologies-A | 1.59% | 2,145,742 | $592.3M | Reduce -7.7% |
| COO The Cooper Cos Inc. | 1.58% | 7,198,895 | $590.0M | Reduce -4.7% |
| FCN Fti Consulting Inc. | 1.54% | 3,357,826 | $573.6M | Add +2.3% |
| EFX Equifax Inc. | 1.53% | 2,629,596 | $570.6M | Reduce -12.8% |
| ZWS Zurn Elkay Water Solutions C | 1.51% | 12,100,431 | $562.5M | Reduce -7.8% |
| NDSN Nordson Corp. | 1.46% | 2,263,686 | $544.3M | Reduce -8.1% |
| ROL Rollins Inc. | 1.45% | 8,999,552 | $540.2M | Reduce -8.5% |
| LSTR Landstar System Inc. | 1.35% | 3,498,053 | $502.7M | Reduce -10.9% |
| IBP Installed Building Products | 1.32% | 1,894,779 | $491.5M | Add +9.8% |
| BSY Bentley Systems Inc. Class B | 1.32% | 12,867,311 | $491.1M | Reduce -13.4% |
| GOLF Acushnet Holdings Corp. | 1.30% | 6,090,269 | $486.1M | Reduce -7.1% |
| HLI Houlihan Lokey Inc. | 1.30% | 2,772,807 | $483.0M | Reduce -5.1% |
| THO Thor Industries Inc. | 1.29% | 4,696,657 | $482.2M | Reduce -8.0% |
| WSO Watsco Inc. | 1.27% | 1,406,884 | $474.0M | Reduce -9.0% |
| ULS Ul Solutions Inc. Class A | 1.27% | 6,008,386 | $473.8M | Reduce -7.7% |
| LII Lennox International Inc. | 1.26% | 964,700 | $468.4M | Reduce -8.4% |
| RLI Rli Corp. | 1.25% | 7,294,807 | $466.7M | Add +28.8% |
| EME Emcor Group Inc. | 1.21% | 739,460 | $452.4M | Reduce -6.5% |
| MC Moelis & Co. Class A | 1.11% | 6,033,755 | $414.8M | Reduce -6.6% |
| POOL Pool Corp. | 1.08% | 1,760,287 | $402.7M | Reduce -20.5% |
| OLLI Ollie's Bargain Outlet Holdi | 1.08% | 3,672,946 | $402.6M | Reduce -10.8% |
| OLED Universal Display Corp. | 1.06% | 3,393,419 | $396.3M | Reduce -15.3% |
| MDY State Street SPDR S&P Midcap | 1.03% | 633,310 | $382.0M | Add +167.4% |
| TTAN Servicetitan Inc. Class A | 0.99% | 3,463,937 | $368.9M | Add +54.4% |
| HLNE Hamilton Lane Inc. Class A | 0.98% | 2,727,874 | $366.4M | Reduce -4.1% |
| SAIA Saia Inc. | 0.96% | 1,090,786 | $356.2M | Reduce -10.0% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.94% | 3,907,953 | $351.8M | Reduce -8.1% |
| TRMB Trimble Inc. | 0.94% | 4,489,375 | $351.7M | Reduce -10.5% |
| GGG Graco Inc. | 0.94% | 4,256,746 | $348.9M | Reduce -6.5% |
| KAI Kadant Inc. | 0.91% | 1,189,115 | $338.9M | Reduce -7.0% |
| CRVL Corvel Corp. | 0.91% | 4,989,649 | $337.6M | Reduce -8.5% |
| SITE Siteone Landscape Supply Inc. | 0.89% | 2,667,663 | $332.3M | Reduce -9.2% |
| FHB First Hawaiian Inc. | 0.86% | 12,730,561 | $322.1M | Reduce -7.1% |
| ZBRA Zebra Technologies Corp. Class A | 0.82% | 1,251,213 | $303.8M | Reduce -13.4% |
| AME Ametek Inc. | 0.79% | 1,435,507 | $294.7M | Reduce -6.2% |
| UFPI Ufp Industries Inc. | 0.78% | 3,171,538 | $288.8M | Reduce -11.2% |
| EXPO Exponent Inc. | 0.77% | 4,143,107 | $287.8M | Reduce -7.7% |
| CHH Choice Hotels Intl Inc. | 0.76% | 2,977,478 | $283.6M | Reduce -19.6% |
| BFAM Bright Horizons Family Solut | 0.75% | 2,745,516 | $278.4M | Reduce -11.0% |
| BANF Bancfirst Corp. | 0.74% | 2,614,640 | $277.2M | Reduce -8.3% |
| DCI Donaldson Co. Inc. | 0.72% | 3,016,070 | $267.4M | Reduce -5.8% |
| MPWR Monolithic Power Systems Inc. | 0.72% | 294,043 | $266.5M | Reduce -17.3% |
| WST West Pharmaceutical Services | 0.71% | 955,149 | $262.8M | Reduce -8.0% |
| LCII Lci Industries | 0.65% | 1,995,768 | $242.2M | Reduce -8.1% |
| APH Amphenol Corp. Class A | 0.64% | 1,773,582 | $239.7M | Reduce -16.3% |
| APAM Artisan Partners Asset Ma -A | 0.62% | 5,715,267 | $232.8M | Reduce -7.5% |
| AWI Armstrong World Industries | 0.62% | 1,205,018 | $230.3M | Reduce -6.1% |
| HEI.A Heico Corp. Class A | 0.60% | 892,485 | $225.3M | Reduce -28.2% |
| WAB Wabtec Corp. | 0.60% | 1,050,416 | $224.2M | Reduce -5.6% |
| IVV iShares Core S&P 500 ETF | 0.54% | 295,377 | $202.3M | Add +11.5% |
| CHE Chemed Corp. | 0.53% | 464,649 | $198.8M | Reduce -15.0% |
| MANH Manhattan Associates Inc. | 0.52% | 1,119,413 | $194.0M | Reduce -8.7% |
| ROAD Construction Partners Inc. Class A | 0.51% | 1,762,408 | $191.3M | Reduce -21.3% |
| NVDA Nvidia Corp. | 0.48% | 968,153 | $180.6M | Add +0.5% |
| ROST Ross Stores Inc. | 0.47% | 974,122 | $175.5M | Reduce -5.5% |
| DPZ Domino's Pizza Inc. | 0.47% | 416,697 | $173.7M | Reduce -8.7% |
| PNR Pentair PLC | 0.46% | 1,659,380 | $172.8M | Reduce -6.5% |
| WMS Advanced Drainage Systems Inc. | 0.46% | 1,190,619 | $172.4M | Reduce -5.4% |
| VRSK Verisk Analytics Inc. | 0.46% | 767,759 | $171.7M | Add +21.8% |
| BR Broadridge Financial Solutio | 0.46% | 768,745 | $171.6M | Reduce -7.0% |
| JBTM JBT Marel Corp. | 0.45% | 1,119,266 | $168.6M | Reduce -5.5% |
| ALH Alliance Laundry Holdings Inc. | 0.44% | 8,145,122 | $165.8M | New |
| HWKN Hawkins Inc. | 0.44% | 1,146,398 | $162.9M | Add +49.0% |
| NCNO Ncino Inc. | 0.41% | 5,900,991 | $151.3M | Reduce -15.9% |
| EPAC Enerpac Tool Group Corp. | 0.41% | 3,946,717 | $150.9M | Reduce -14.3% |
| MSCI MSCI Inc. | 0.40% | 258,648 | $148.4M | Reduce -8.0% |
| GSHD Goosehead Insurance Inc. Class A | 0.40% | 2,010,884 | $148.1M | Reduce -5.4% |
| IWM iShares Russell 2000 ETF | 0.39% | 584,126 | $143.8M | Add +846.8% |
| ODFL Old Dominion Freight Line | 0.38% | 902,092 | $141.4M | Reduce -3.9% |
| RYAN Ryan Specialty Holdings Inc. | 0.38% | 2,716,103 | $140.2M | Reduce -15.6% |
| BOH Bank of Hawaii Corp. filed as BANK HAWAII CORP | 0.36% | 1,980,447 | $135.4M | Reduce -6.3% |
| GOOGL Alphabet Inc. Class A | 0.36% | 425,384 | $133.1M | Reduce -1.3% |
| TFIN Triumph Financial Inc. | 0.35% | 2,108,275 | $132.0M | Reduce -22.6% |
| PBH Prestige Consumer Healthcare | 0.35% | 2,137,620 | $131.9M | Reduce -3.5% |
| FUL H.B. Fuller Co. filed as FULLER H B CO | 0.34% | 2,143,708 | $127.5M | Reduce -7.6% |
| AMZN Amazon.com Inc. | 0.33% | 538,496 | $124.3M | Add +9.0% |
| KNSL Kinsale Capital Group Inc. | 0.33% | 316,873 | $123.9M | Add +5.0% |
| APPF Appfolio Inc. Class A | 0.33% | 520,509 | $121.1M | Reduce -15.4% |
| CAKE The Cheesecake Factory Inc. | 0.32% | 2,393,795 | $120.8M | Reduce -7.0% |
| ALGN Align Technology Inc. | 0.32% | 760,823 | $118.8M | Reduce -2.4% |
| FICO Fair Isaac Corp. | 0.31% | 68,512 | $115.8M | Reduce -67.1% |
| CSW CSW Industrials Inc. | 0.31% | 392,110 | $115.1M | Reduce -3.7% |
| SFBS Servisfirst Bancshares Inc. | 0.30% | 1,572,102 | $112.9M | Reduce -18.8% |
| HLMN Hillman Solutions Corp. | 0.30% | 12,893,592 | $111.7M | Reduce -6.1% |
| UNF Unifirst Corp. | 0.29% | 559,008 | $107.8M | Reduce -5.1% |
| V Visa Inc. Class A | 0.29% | 307,151 | $107.7M | Reduce -2.6% |
| WDFC WD-40 Co. | 0.28% | 527,526 | $103.9M | Reduce -4.7% |
| FFIN First Finl Bankshares Inc. | 0.26% | 3,239,932 | $96.8M | Reduce -6.8% |
| USPH U.S. Physical Therapy Inc. | 0.25% | 1,212,260 | $94.7M | Reduce -10.4% |
| GTY Getty Realty Corp. | 0.25% | 3,442,870 | $94.2M | Reduce -6.4% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $193 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 10 | $193 | No change |
Lines left out (8) · $880 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| BIIB Biogen Inc. | COM | 0 | $172 |
| NVR NVR Inc. | COM | 0 | $146 |
| ULTA Ulta Beauty Inc. | COM | 0 | $145 |
| AXON Axon Enterprise Inc. | COM | 0 | $131 |
| TEAM Atlassian Corp. Class A | CL A | 0 | $122 |
| CHTR Charter Communications Inc. Class A | CL A | 0 | $75 |
| ENTG Entegris Inc. | COM | 0 | $69 |
| ARE Alexandria Real Estate Equit | COM | 0 | $20 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $37.3B.
Portfolio Sells Q3 2025 → Q4 2025
| FDS Factset Research Systems Inc. | Reduce -99.5% | 0.00% | −0.72 |
| POOL Pool Corp. | Reduce -20.5% | 1.08% | −0.59 |
| BSY Bentley Systems Inc. Class B | Reduce -13.4% | 1.32% | −0.55 |
| FICO Fair Isaac Corp. | Reduce -67.1% | 0.31% | −0.45 |
| EFX Equifax Inc. | Reduce -12.8% | 1.53% | −0.35 |
| OLED Universal Display Corp. | Reduce -15.3% | 1.06% | −0.34 |
| MORN Morningstar Inc. | Reduce -75.5% | 0.11% | −0.32 |
| WSO Watsco Inc. | Reduce -9.0% | 1.27% | −0.25 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -13.4% | 0.82% | −0.23 |
| TDY Teledyne Technologies Inc. | Reduce -7.3% | 1.82% | −0.23 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -10.8% | 1.08% | −0.21 |
| CHH Choice Hotels Intl Inc. | Reduce -19.6% | 0.76% | −0.20 |
| ROAD Construction Partners Inc. Class A | Reduce -21.3% | 0.51% | −0.18 |
| ALLE Allegion PLC | Reduce -7.7% | 1.73% | −0.17 |
| HLI Houlihan Lokey Inc. | Reduce -5.1% | 1.30% | −0.17 |
| HEI.A Heico Corp. Class A | Reduce -28.2% | 0.60% | −0.17 |
| SPSC SPS Commerce Inc. | Sold out | 0.00% | −0.14 |
| DAVA Endava PLC- Spon ADR | Reduce -98.4% | 0.00% | −0.14 |
| BANF Bancfirst Corp. | Reduce -8.3% | 0.74% | −0.13 |
| WRB WR Berkley Corp. | Reduce -8.3% | 1.64% | −0.13 |
| DFH Dream Finders Homes Inc. Class A | Reduce -16.7% | 0.20% | −0.13 |
| CRVL Corvel Corp. | Reduce -8.5% | 0.91% | −0.12 |
| IBKR Interactive Brokers Gro Class A | Reduce -8.0% | 1.93% | −0.11 |
| PRI Primerica Inc. | Reduce -6.9% | 2.20% | −0.10 |
| ZTS Zoetis Inc. | Reduce -95.9% | 0.00% | −0.10 |
| LII Lennox International Inc. | Reduce -8.4% | 1.26% | −0.10 |
| IT Gartner Inc. | Reduce -99.9% | 0.00% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -27.2% | 0.24% | −0.09 |
| MANH Manhattan Associates Inc. | Reduce -8.7% | 0.52% | −0.09 |
| APPF Appfolio Inc. Class A | Reduce -15.4% | 0.33% | −0.09 |
| NOVT Novanta Inc. | Sold out | 0.00% | −0.09 |
| MTD Mettler-Toledo International | Reduce -90.1% | 0.01% | −0.08 |
| MPWR Monolithic Power Systems Inc. | Reduce -17.3% | 0.72% | −0.08 |
| RVLV Revolve Group Inc. Class A | Reduce -58.5% | 0.15% | −0.08 |
| AAON Aaon Inc. | Reduce -14.8% | 0.25% | −0.08 |
| SFBS Servisfirst Bancshares Inc. | Reduce -18.8% | 0.30% | −0.08 |
| BFAM Bright Horizons Family Solut | Reduce -11.0% | 0.75% | −0.07 |
| RYAN Ryan Specialty Holdings Inc. | Reduce -15.6% | 0.38% | −0.07 |
| CHE Chemed Corp. | Reduce -15.0% | 0.53% | −0.06 |
| PAYC Paycom Software Inc. | Reduce -49.1% | 0.04% | −0.06 |
| NCNO Ncino Inc. | Reduce -15.9% | 0.41% | −0.06 |
| BZ Kanzhun Ltd. - ADR | Reduce -71.6% | 0.02% | −0.06 |
| EPAC Enerpac Tool Group Corp. | Reduce -14.3% | 0.41% | −0.06 |
| TRMB Trimble Inc. | Reduce -10.5% | 0.94% | −0.05 |
| EVTC Evertec Inc. | Reduce -14.8% | 0.22% | −0.05 |
| NET Cloudflare Inc. Class A | Reduce -19.5% | 0.21% | −0.05 |
| TTD Trade Desk Inc./the Class A | Reduce -17.4% | 0.11% | −0.05 |
| CELH Celsius Holdings Inc. | Reduce -11.6% | 0.16% | −0.05 |
| MELI MercadoLibre Inc. | Reduce -13.3% | 0.21% | −0.04 |
| XYZ Block Inc. | Reduce -97.0% | 0.00% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| JKHY Jack Henry & Associates Inc. | Add +27.8% | 2.87% | +1.21 |
| MDY State Street SPDR S&P Midcap | Add +167.4% | 1.03% | +0.68 |
| ALH Alliance Laundry Holdings Inc. | New | 0.44% | +0.44 |
| TTAN Servicetitan Inc. Class A | Add +54.4% | 0.99% | +0.44 |
| RLI Rli Corp. | Add +28.8% | 1.25% | +0.35 |
| IWM iShares Russell 2000 ETF | Add +846.8% | 0.39% | +0.35 |
| IBP Installed Building Products | Add +9.8% | 1.32% | +0.28 |
| TTC Toro Co. | Add +2.9% | 1.72% | +0.25 |
| FCN Fti Consulting Inc. | Add +2.3% | 1.54% | +0.25 |
| IWN iShares Russell 2000 Value E | Add +133.8% | 0.23% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +11.5% | 0.54% | +0.11 |
| MDLN Medline Inc. Class A | New | 0.11% | +0.11 |
| HWKN Hawkins Inc. | Add +49.0% | 0.44% | +0.09 |
| IRMD Iradimed Corp. | New | 0.09% | +0.09 |
| VRSK Verisk Analytics Inc. | Add +21.8% | 0.46% | +0.07 |
| IWD iShares Russell 1000 Value E | Add +437.4% | 0.08% | +0.07 |
| AMZN Amazon.com Inc. | Add +9.0% | 0.33% | +0.07 |
| IWR iShares Russell Mid-Cap ETF | Add +48.5% | 0.16% | +0.06 |
| P Everpure Inc. Class A | Add +783.3% | 0.06% | +0.05 |
| IWP iShares Russell Mid-Cap Grow | Add +354.1% | 0.06% | +0.05 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +65.4% | 0.10% | +0.05 |
| IBM Intl Business Machines Corp. | Add +56.1% | 0.11% | +0.05 |
| NVDA Nvidia Corp. | Add +0.5% | 0.48% | +0.05 |
| IUSG iShares Core S&P U.S. Growth | Add +95.8% | 0.08% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +60.9% | 0.09% | +0.04 |
| ESAB Esab Corp. | Add +11422800.0% | 0.03% | +0.03 |
| KSPI JSC Kaspi.kz ADR | Add +52045.4% | 0.03% | +0.03 |
| AAPL Apple Inc. | Add +1.8% | 0.19% | +0.03 |
| TOST Toast Inc. Class A | Add +30.3% | 0.11% | +0.03 |
| AVGO Broadcom Inc. | Add +6.9% | 0.15% | +0.03 |
| IWB iShares Russell 1000 ETF | Add +142.5% | 0.04% | +0.03 |
| TBBB BBB Foods Inc. Class A | Add +39.1% | 0.06% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +21.0% | 0.09% | +0.02 |
| KNSL Kinsale Capital Group Inc. | Add +5.0% | 0.33% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +115.7% | 0.03% | +0.02 |
| DVY iShares Select Dividend ETF | Add +198.5% | 0.03% | +0.02 |
| QQQM Invesco Nasdaq 100 ETF | Add +6.1% | 0.12% | +0.02 |
| CGIE Cap Group Intl Equity | Add +74.4% | 0.04% | +0.02 |
| AMAT Applied Materials Inc. | Add +5.4% | 0.04% | +0.01 |
| DSGX The Descartes Systems Grp | Add +33.0% | 0.05% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +34.9% | 0.04% | +0.01 |
| SDHC Smith Douglas Homes Corp. | Add +17.3% | 0.07% | +0.01 |
| CSCO Cisco Systems Inc. | Add +4.4% | 0.05% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +1743.5% | 0.01% | +0.01 |
| MSI Motorola Solutions Inc. | Add +2057.3% | 0.01% | +0.01 |
| WM Waste Management Inc. | Add +1.1% | 0.08% | +0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +193.6% | 0.01% | +0.01 |
| IWO iShares Russell 2000 Growth | Add +95.2% | 0.01% | +0.01 |
| WMT Walmart Inc. | Add +1.1% | 0.04% | +0.01 |
| LRCX Lam Research Corp. | Add +55.9% | 0.01% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| BIIB Biogen Inc. | COM | New | 0 | $172 |
| NVR NVR Inc. | COM | New | 0 | $146 |
| AXON Axon Enterprise Inc. | COM | New | 0 | $131 |
| TEAM Atlassian Corp. Class A | CL A | New | 0 | $122 |
| RRX Regal Rexnord Corp. | COM | Sold out | 0 | $108before exit |
| CAR Avis Budget Group Inc. | COM | Sold out | 0 | $82before exit |
| CHTR Charter Communications Inc. Class A | CL A | Reduce -100.0% | 0 | $75 |
| ENTG Entegris Inc. | COM | New | 0 | $69 |
| NTR Nutrien Ltd. | COM | Sold out | 0 | $24before exit |
| ALSN Allison Transmission Holding | COM | Sold out | 0 | $21before exit |
| ARE Alexandria Real Estate Equit | COM | Reduce -100.0% | 0 | $20 |
| EMBJ Embraer SA-Spon ADR | SPONSORED ADS | Sold out | 0 | $15before exit |
| GFL GFL Environmental Inc.-Sub VT | SUB VTG SHS | Sold out | 0 | $13before exit |
| ELAN Elanco Animal Health Inc. | COM | Sold out | 0 | $7before exit |
| CTRA Coterra Energy Inc. | COM | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 963 | $32.2B | PRI, RBC, WTS, SSD, JKHY |
| Q1 2026 | 953 | $34.0B | JKHY, PRI, TTC, TDY, RBC |
| Q4 2025 | 1,007 | $37.3B | JKHY, LPLA, PRI, IBKR, TDY |
| Q3 2025 | 1,029 | $41.0B | PRI, TDY, IBKR, LPLA, ALLE |
| Q2 2025 | 1,092 | $41.9B | LPLA, PRI, JKHY, BSY, WRB |
| Q1 2025 | 962 | $40.9B | PRI, LPLA, JKHY, WRB, WSO |
| Q4 2024Amended | 984 | $43.5B | LII, PRI, AZPN, LPLA, EFX |
| Q3 2024 | 978 | $45.3B | EME, LII, AZPN, PRI, EFX |
| Q2 2024 | 994 | $41.0B | EME, LII, PRI, AZPN, BSY |
| Q1 2024 | 952 | $43.1B | EME, SSD, PRI, AZPN, POOL |