DF Dent & Co’s Kadant KAI Stock Holding History

DF Dent & Co’s Portfolio KAI Stock Details KAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.6M	Sell	46,393 -1,213	-3%	-$390K	0.26%	82
2025 Q4	$13.6M	Sell	47,606 -4,318	-8%	-$1.23M	0.2%	89
2025 Q3	$15.5M	Sell	51,924 -1,973	-4%	-$644K	0.2%	89
2025 Q2	$17.1M	Buy	53,897 +20,291	+60%	+$6.35M	0.22%	86
2025 Q1	$11.3M	Sell	33,606 -16,006	-32%	-$5.81M	0.15%	97
2024 Q4	$17.1M	Sell	49,612 -33,551	-40%	-$12.2M	0.22%	86
2024 Q3	$28.1M	Buy	83,163 +32,491	+64%	+$10.4M	0.34%	65
2024 Q2	$14.9M	Buy	50,672 +7,071	+16%	+$2.02M	0.19%	79
2024 Q1	$14.3M	Sell	43,601 -608	-1%	-$183K	0.17%	75
2023 Q4	$12.4M	Sell	44,209 -22,799	-34%	-$5.7M	0.16%	81
2023 Q3	$15.1M	Buy	67,008 +15,173	+29%	+$3.29M	0.22%	65
2023 Q2	$11.5M	Sell	51,835 -286	-0.5%	-$57.3K	0.16%	78
2023 Q1	$10.9M	Buy	52,121 +4,944	+10%	+$1M	0.15%	79
2022 Q4	$8.38M	Buy	47,177 +13,873	+42%	+$2.47M	0.13%	84
2022 Q3	$5.55M	Buy	+33,304	New	+$6.2M	0.09%	89

Other funds holding KAI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return