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Edgestream Partners’s Kadant KAI Stock Holding History

Edgestream Partners’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
2025
Q4 		– Sell
-13,119
Closed -$3.9M – 1052
2025
Q3 		$3.9M Buy
+13,119
New +$4.28M 0.11% 339
2025
Q2 		– Sell
-20,033
Closed -$6.75M – 956
2025
Q1 		$6.75M Buy
20,033
+14,119
+239% +$5.13M 0.23% 137
2024
Q4 		$2.04M Buy
+5,914
New +$2.15M 0.09% 394
2024
Q3 		– Sell
-3,950
Closed -$1.16M – 966
2024
Q2 		$1.16M Buy
+3,950
New +$1.13M 0.06% 484

Other funds holding KAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Edgestream Partners's KAI Position: Q4 2025 in Review

Edgestream Partners sold out of Kadant (KAI) in Q4 2025, closing a stake of 13,119 shares — an estimated $3.9M sold.

Edgestream Partners first reported a position in KAI in Q2 2024 and held it in 4 quarters. The position peaked at $6.75M in Q1 2025. 302 funds tracked by Wall St. Rank hold KAI as of Q4 2025.

  • Edgestream Partners reported no remaining Kadant position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 13,119 Kadant shares in Q4 2025, an estimated $3.9M.
  • Edgestream Partners first reported a position in Kadant in Q2 2024 and held it in 4 quarters.
  • Edgestream Partners's Kadant position peaked at $6.75M in Q1 2025.
  • 302 funds tracked by Wall St. Rank held Kadant as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.