Kayne Anderson Rudnick Investment Management
DFH icon

Kayne Anderson Rudnick Investment Management’s Dream Finders Homes DFH Stock Holding History

Kayne Anderson Rudnick Investment Management’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53M Sell
3,072,095
-1,196,285
-28% -$17.6M 0.16% 119
2026
Q1 		$59.4M Sell
4,268,380
-156,196
-4% -$2.78M 0.17% 114
2025
Q4 		$75.7M Sell
4,424,576
-885,798
-17% -$18.1M 0.2% 112
2025
Q3 		$138M Sell
5,310,374
-613,519
-10% -$16.9M 0.34% 86
2025
Q2 		$149M Sell
5,923,893
-76,356
-1% -$1.72M 0.36% 82
2025
Q1 		$135M Sell
6,000,249
-9,525
-0.2% -$223K 0.33% 83
2024
Q4 		$140M Buy
6,009,774
+594,592
+11% +$18.2M 0.32% 84
2024
Q3 		$196M Buy
5,415,182
+697,959
+15% +$21.4M 0.43% 66
2024
Q2 		$122M Sell
4,717,223
-151,894
-3% -$4.8M 0.3% 91
2024
Q1 		$213M Sell
4,869,117
-396,607
-8% -$14M 0.49% 62
2023
Q4 		$187M Sell
5,265,724
-723,782
-12% -$18M 0.47% 67
2023
Q3 		$133M Sell
5,989,506
-44,897
-0.7% -$1.17M 0.38% 79
2023
Q2 		$148M Sell
6,034,403
-6,029
-0.1% -$109K 0.42% 70
2023
Q1 		$80M Buy
6,040,432
+279,730
+5% +$3.3M 0.24% 113
2022
Q4 		$49.9M Sell
5,760,702
-76,080
-1% -$762K 0.16% 132
2022
Q3 		$61.9M Buy
5,836,782
+1,040,923
+22% +$12.5M 0.21% 118
2022
Q2 		$51M Buy
4,795,859
+357,266
+8% +$5.64M 0.16% 130
2022
Q1 		$75.8M Buy
4,438,593
+2,989,140
+206% +$57.4M 0.2% 124
2021
Q4 		$28.2M Buy
+1,449,453
New +$25.3M 0.06% 180

Other funds holding DFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ECM
Elgethun Capital Management Sioux Falls, South Dakota $718M AUM 18.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's DFH Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Dream Finders Homes (DFH) stake by 28% in Q2 2026, selling an estimated $17.6M and leaving 3,072,095 shares worth $53M. The position accounts for 0.16% of the portfolio, ranked #119.

Kayne Anderson Rudnick Investment Management first reported a position in DFH in Q4 2021 and has held it in 19 quarters since. The position peaked at $213M in Q1 2024. 205 funds tracked by Wall St. Rank hold DFH as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 3,072,095 shares of Dream Finders Homes worth $53M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 1,196,285 Dream Finders Homes shares in Q2 2026, an estimated $17.6M.
  • Dream Finders Homes made up 0.16% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #119 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Dream Finders Homes in Q4 2021 and has held it in 19 quarters since.
  • Kayne Anderson Rudnick Investment Management's Dream Finders Homes position peaked at $213M in Q1 2024.
  • 205 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.