Kayne Anderson Rudnick Investment Management
XYZ

Kayne Anderson Rudnick Investment Management’s Block Inc XYZ Stock Holding History

Kayne Anderson Rudnick Investment Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$933K Buy
12,278
+3,194
+35% +$225K ﹤0.01% 421
2026
Q1 		$547K Buy
9,084
+1,345
+17% +$81.8K ﹤0.01% 430
2025
Q4 		$504K Sell
7,739
-249,076
-97% -$17.2M ﹤0.01% 448
2025
Q3 		$18.6M Sell
256,815
-5,804
-2% -$434K 0.05% 205
2025
Q2 		$17.8M Sell
262,619
-11,415
-4% -$664K 0.04% 203
2025
Q1 		$14.9M Sell
274,034
-18,340
-6% -$1.37M 0.04% 218
2024
Q4 		$24.8M Sell
292,374
-7,525
-3% -$617K 0.06% 188
2024
Q3 		$20.1M Sell
299,899
-5,364
-2% -$347K 0.04% 198
2024
Q2 		$19.7M Sell
305,263
-14,710
-5% -$1.03M 0.05% 201
2024
Q1 		$27.1M Sell
319,973
-3,838
-1% -$278K 0.06% 181
2023
Q4 		$25M Buy
323,811
+19,892
+7% +$1.12M 0.06% 178
2023
Q3 		$13.5M Sell
303,919
-37,503
-11% -$2.32M 0.04% 224
2023
Q2 		$22.7M Sell
341,422
-11,654
-3% -$728K 0.06% 178
2023
Q1 		$24.2M Buy
353,076
+137,512
+64% +$10.3M 0.07% 172
2022
Q4 		$13.5M Sell
215,564
-19,851
-8% -$1.22M 0.04% 234
2022
Q3 		$12.9M Buy
235,415
+86,517
+58% +$6.13M 0.04% 225
2022
Q2 		$9.15M Sell
148,898
-4,157
-3% -$380K 0.03% 251
2022
Q1 		$20.8M Buy
153,055
+152,925
+117,635% +$18.5M 0.06% 192
2021
Q4 		$21K Sell
130
-231,344
-100% -$50.1M ﹤0.01% 513
2021
Q3 		$55.5M Buy
231,474
+1,253
+0.5% +$322K 0.13% 142
2021
Q2 		$56.1M Buy
230,221
+296
+0.1% +$68.7K 0.14% 142
2021
Q1 		$52.2M Sell
229,925
-69,572
-23% -$16.3M 0.14% 138
2020
Q4 		$65.2M Buy
299,497
+23,477
+9% +$4.58M 0.19% 123
2020
Q3 		$44.9M Buy
276,020
+52,366
+23% +$7.39M 0.16% 125
2020
Q2 		$23.5M Buy
223,654
+73,267
+49% +$5.61M 0.1% 151
2020
Q1 		$7.88M Buy
150,387
+39,003
+35% +$2.67M 0.05% 193
2019
Q4 		$6.97M Buy
111,384
+11,024
+11% +$704K 0.03% 203
2019
Q3 		$6.22M Buy
100,360
+24,837
+33% +$1.69M 0.03% 207
2019
Q2 		$5.48M Buy
75,523
+21,333
+39% +$1.49M 0.03% 213
2019
Q1 		$4.06M Buy
+54,190
New +$3.93M 0.02% 218

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management increased its Block Inc (XYZ) stake by 35% in Q2 2026, buying an estimated $225K and bringing the position to 12,278 shares worth $933K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Kayne Anderson Rudnick Investment Management first reported a position in XYZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $65.2M in Q4 2020. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 12,278 shares of Block Inc worth $933K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 3,194 Block Inc shares in Q2 2026, an estimated $225K.
  • Block Inc made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #421 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Block Inc in Q1 2019 and has held it in 30 quarters since.
  • Kayne Anderson Rudnick Investment Management's Block Inc position peaked at $65.2M in Q4 2020.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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