Kayne Anderson Rudnick Investment Management Llc Buys MediaAlpha Inc, Latham Group Inc, Olo Inc, Sells , CoreLogic Inc, The Trade Desk Inc

• New Purchases: MAX, SWIM, OLO, AYI, BZ, TMCI, CELH, K, VOT, SCZ, VCLT, OGN, USRT, DOCS, ATMP, DFAC, FCOM, HERO, IFGL, KRBN, NTSX, SEMR, CLOV, SDGR, AYX, ZEN, QTWO, VRNS, WIX, XLNX, RPM, MRVL, VIAV, ITRI, HPQ, CEVA,
• Added Positions: LSTR, SMG, BSY, ZBRA, THO, ATHM, SFBS, GOLF, ELAN, JKHY, CRL, COO, POOL, BRKS, CPRT, CRVL, EFX, LII, TER, MSCI, CDW, DCT, NDSN, WRB, ALLE, SYBT, WSO, HLI, BOH, ODFL, ROLL, WST, AWI, LPLA, DOCU, LESL, CHE, FICO, GGG, FIZZ, IBKR, EVTC, TMX, AIN, ANSS, EXPO, WDFC, PRI, GMED, BFAM, LW, LYFT, FFIN, RLI, ROL, UNF, JBT, VRSK, FIVN, TRU, SITE, SILK, AZPN, BMI, CAKE, TYL, HQY, OLLI, ROAD, MDY, AMSWA, AME, ANIK, ROST, SSD, BR, GOOG, NCNO, APH, AAPL, TCOM, DLB, ELS, MNST, HD, INTU, KMB, LAMR, MMC, MTD, PHG, TTC, TSCO, UL, VZ, V, PNR, ZTS, MGP, LMND, VSTA, OSCR, PLD, ASML, AFL, ARE, MO, AMT, ABC, AMGN, AMAT, ADP, BDX, BLK, CVS, FIS, SCHW, CVX, CTSH, CMCSA, CAG, DEO, EQIX, XOM, FRT, FONR, GPN, HDB, PEAK, ILMN, TT, SJM, JNJ, KR, LOW, MFC, MCD, MDT, MCHP, MSFT, MS, PEP, PFE, SAP, SWK, SBUX, STT, SYK, SYY, TSM, TXN, TMO, USB, UNP, UPS, UNH, GWW, WBA, DIS, WM, MA, PM, DG, GMAB, HLT, JD, BABA, CDK, AXTA, PYPL, YUMC, VICI, COLD, WORK, DIA, DVY, EFA, EUFN, HYS, IEMG, IJR, ITOT, IUSV, IWD, IWN, IWR, MINT, ONEQ, SPY, TIP, VBR, VUG, VXF, XLRE,
• Reduced Positions: TTD, MORN, FDS, BL, HEI.A, KSU, TDY, FOXF, BILL, PAYC, HHR, TDOC, PSMT, MKTX, AVLR, T, SPSC, USPH, GO, OPRT, GSHD, NRC, CHEF, AAON, IWF, PAYX, OFLX, NVEC, MCO, MLAB, CMF, VNQ, EMB, EFG, EFAV, CSM, GLD, BLV, AMJ, AGG, VTI, AMZN, XLK, XLP, GLDM, HDV, IAU, IBB, COST, ICF, IEFA, IJH, IWB, VHT, IWM, IWO, IWP, USFR, JXI, NEE, LEG, MSM, GSK, GIS, MSI, VTRS, PDCO, FAST, QCOM, RDS.A, SEIC, SNA, SON, SO, BAC, STAR, LLY, FTS, RDS.B, KYN, TSLA, YNDX, AMH, EMN, DHR, CCI, INTC, CLX, CSCO,
• Sold Out: FLIR, CLGX, IPHI, VOO, SKYY, IWC, AFRM, AI, VITL, AA, PAGP, NML, AVB, HQH, PAA, LXP, GE, PRMW, C,

For the details of KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kayne+anderson+rudnick+investment+management+llc/current-portfolio/portfolio

1. Bill.com Holdings Inc (BILL) - 5,825,759 shares, 2.63% of the total portfolio. Shares reduced by 3.96%
2. Aspen Technology Inc (AZPN) - 6,754,563 shares, 2.29% of the total portfolio. Shares added by 1.19%
3. The Scotts Miracle Gro Co (SMG) - 4,628,589 shares, 2.19% of the total portfolio. Shares added by 11.87%
4. SiteOne Landscape Supply Inc (SITE) - 4,563,543 shares, 1.90% of the total portfolio. Shares added by 2.31%
5. Fox Factory Holding Corp (FOXF) - 4,785,179 shares, 1.83% of the total portfolio. Shares reduced by 5.78%

Kayne Anderson Rudnick Investment Management Llc initiated holding in MediaAlpha Inc. The purchase prices were between $32.96 and $46.33, with an estimated average price of $39.9. The stock is now traded at around $23.610000. The impact to a portfolio due to this purchase was 0.67%. The holding were 6,435,734 shares as of 2021-06-30.

Kayne Anderson Rudnick Investment Management Llc initiated holding in Latham Group Inc. The purchase prices were between $25.14 and $32.7, with an estimated average price of $29.25. The stock is now traded at around $22.125000. The impact to a portfolio due to this purchase was 0.36%. The holding were 4,569,929 shares as of 2021-06-30.

Kayne Anderson Rudnick Investment Management Llc initiated holding in Olo Inc. The purchase prices were between $23.3 and $42.87, with an estimated average price of $31.61. The stock is now traded at around $34.010000. The impact to a portfolio due to this purchase was 0.31%. The holding were 3,353,004 shares as of 2021-06-30.

Kayne Anderson Rudnick Investment Management Llc initiated holding in Acuity Brands Inc. The purchase prices were between $165 and $193.11, with an estimated average price of $181.36. The stock is now traded at around $180.420000. The impact to a portfolio due to this purchase was 0.09%. The holding were 194,958 shares as of 2021-06-30.

Kayne Anderson Rudnick Investment Management Llc initiated holding in Kanzhun Ltd. The purchase prices were between $36.31 and $42.05, with an estimated average price of $38.46. The stock is now traded at around $34.285000. The impact to a portfolio due to this purchase was 0.07%. The holding were 727,479 shares as of 2021-06-30.

Kayne Anderson Rudnick Investment Management Llc initiated holding in Treace Medical Concepts Inc. The purchase prices were between $25.53 and $36.11, with an estimated average price of $31.84. The stock is now traded at around $25.080000. The impact to a portfolio due to this purchase was 0.06%. The holding were 771,264 shares as of 2021-06-30.

Kayne Anderson Rudnick Investment Management Llc added to a holding in Landstar System Inc by 27.88%. The purchase prices were between $154.99 and $180.52, with an estimated average price of $167.97. The stock is now traded at around $157.960000. The impact to a portfolio due to this purchase was 0.3%. The holding were 3,566,668 shares as of 2021-06-30.

Kayne Anderson Rudnick Investment Management Llc added to a holding in Servisfirst Bancshares Inc by 433.20%. The purchase prices were between $59.77 and $71.56, with an estimated average price of $66.04. The stock is now traded at around $71.620000. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,121,357 shares as of 2021-06-30.

Kayne Anderson Rudnick Investment Management Llc added to a holding in CorVel Corp by 20.20%. The purchase prices were between $102.59 and $134.3, with an estimated average price of $118.1. The stock is now traded at around $152.000000. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,848,725 shares as of 2021-06-30.

Kayne Anderson Rudnick Investment Management Llc added to a holding in Stock Yards Bancorp Inc by 61.05%. The purchase prices were between $50.16 and $54.05, with an estimated average price of $51.68. The stock is now traded at around $49.950000. The impact to a portfolio due to this purchase was 0.08%. The holding were 1,790,771 shares as of 2021-06-30.

Kayne Anderson Rudnick Investment Management Llc added to a holding in West Pharmaceutical Services Inc by 27.66%. The purchase prices were between $281.78 and $363.2, with an estimated average price of $329.23. The stock is now traded at around $441.294900. The impact to a portfolio due to this purchase was 0.07%. The holding were 342,645 shares as of 2021-06-30.

Kayne Anderson Rudnick Investment Management Llc added to a holding in Old Dominion Freight Line Inc by 51.96%. The purchase prices were between $240.41 and $270.23, with an estimated average price of $255.96. The stock is now traded at around $277.020000. The impact to a portfolio due to this purchase was 0.07%. The holding were 331,383 shares as of 2021-06-30.

Kayne Anderson Rudnick Investment Management Llc sold out a holding in . The sale prices were between $56.47 and $60.37, with an estimated average price of $58.43.

Kayne Anderson Rudnick Investment Management Llc sold out a holding in CoreLogic Inc. The sale prices were between $79.25 and $80, with an estimated average price of $79.65.

Kayne Anderson Rudnick Investment Management Llc sold out a holding in Affirm Holdings Inc. The sale prices were between $48.37 and $77.97, with an estimated average price of $63.96.

Kayne Anderson Rudnick Investment Management Llc sold out a holding in First Trust ISE Cloud Computing Index Fund. The sale prices were between $92.21 and $107.54, with an estimated average price of $100.11.

Kayne Anderson Rudnick Investment Management Llc sold out a holding in General Electric Co. The sale prices were between $102.24 and $114.8, with an estimated average price of $107.13.

Kayne Anderson Rudnick Investment Management Llc sold out a holding in Plains GP Holdings LP. The sale prices were between $9.2 and $12.8, with an estimated average price of $10.62.