F/M Investments’s Kadant KAI Stock Holding History

F/M Investments’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 Q3	$3.63M	Buy	+13,873	New	+$4.18M	0.11%	193
2026 Q1	–	Sell	-9,721	Closed	-$2.77M	–	393
2025 Q4	$2.77M	Sell	9,721 -265	-3%	-$75.3K	0.11%	203
2025 Q3	$2.97M	Sell	9,986 -46	-0.5%	-$15K	0.11%	187
2025 Q2	$3.18M	Sell	10,032 -2,254	-18%	-$706K	0.12%	188
2025 Q1	$4.14M	Buy	12,286 +43	+0.4%	+$15.6K	0.16%	141
2024 Q4	$4.22M	Sell	12,243 -25,031	-67%	-$9.08M	0.16%	136
2024 Q3	$12.6M	Sell	37,274 -8,663	-19%	-$2.77M	0.4%	69
2024 Q2	$13.5M	Buy	+45,937	New	+$13.1M	0.49%	52

Other funds holding KAI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

F/M Investments's KAI Position: Q3 2026 in Review

F/M Investments opened a new position in Kadant (KAI) in Q3 2026: 13,873 shares worth $3.63M. The stake represents 0.11% of the portfolio and ranks #193 among its holdings. This is a return to the name: F/M Investments previously reported a position in KAI as recently as Q4 2025.

F/M Investments first reported a position in KAI in Q2 2024 and has held it in 8 quarters since. The position peaked at $13.5M in Q2 2024. 262 funds tracked by Wall St. Rank hold KAI as of Q3 2026.

F/M Investments held 13,873 shares of Kadant worth $3.63M as of Q3 2026.
Kadant was a new F/M Investments position in Q3 2026.
Kadant made up 0.11% of F/M Investments's portfolio in Q3 2026, its #193 holding.
F/M Investments first reported a position in Kadant in Q2 2024 and has held it in 8 quarters since.
F/M Investments's Kadant position peaked at $13.5M in Q2 2024.
262 funds tracked by Wall St. Rank held Kadant as of Q3 2026.

Based on F/M Investments's 13F filing for Q3 2026, filed 13 Nov 2026.