FORA Capital’s Kadant KAI Stock Holding History

FORA Capital’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 Q3	–	Sell	-695	Closed	-$221K	–	592
2025 Q2	$221K	Buy	+695	New	+$218K	0.02%	438
2024 Q3	–	Sell	-1,469	Closed	-$432K	–	507
2024 Q2	$432K	Buy	+1,469	New	+$419K	0.05%	308

Other funds holding KAI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

FORA Capital's KAI Position: Q3 2025 in Review

FORA Capital sold out of Kadant (KAI) in Q3 2025, closing a stake of 695 shares — an estimated $221K sold.

FORA Capital first reported a position in KAI in Q2 2024 and held it in 2 quarters. The position peaked at $432K in Q2 2024. 316 funds tracked by Wall St. Rank hold KAI as of Q3 2025.

FORA Capital reported no remaining Kadant position as of Q3 2025 after selling out during the quarter.
FORA Capital sold 695 Kadant shares in Q3 2025, an estimated $221K.
FORA Capital first reported a position in Kadant in Q2 2024 and held it in 2 quarters.
FORA Capital's Kadant position peaked at $432K in Q2 2024.
316 funds tracked by Wall St. Rank held Kadant as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.