Kadant Inc (KAI) shareholders
Close on Nov 13, 2026Market cap $3.47BP/E 29.7Yield 0.46%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 1,776,651 | 15.10% | 13G (passive) amendment | Feb 28, 2025 |
| Kayne Anderson Rudnick Investment Management, LLC | 1,189,442 | 10.10% | 13G (passive) amendment | Dec 31, 2025 |
| Wasatch Advisors LP | 868,696 | 7.40% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 712,184 | 6.04% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 620,046 | 5.25% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KAI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,798,699 | 15.23% | $565.21M | +62,069 | 0.01% |
| Kayne Anderson Rudnick Investment Management LLC | 1,075,244 | 9.11% | $337.87M | −86,351 | 1.05% |
| Wasatch Advisors LP | 868,696 | 7.36% | $272.97M | −169,852 | 1.79% |
| Vanguard Portfolio Management LLC | 710,867 | 6.02% | $223.38M | +8,927 | 0.01% |
| Vanguard Capital Management LLC | 532,346 | 4.51% | $167.28M | +3,298 | 0.00% |
| State Street Corp | 482,921 | 4.09% | $151.74M | +22,407 | 0.00% |
| Capital International Investors | 454,554 | 3.85% | $142.83M | +6,713 | 0.03% |
| Morgan Stanley | 348,784 | 2.95% | $109.60M | +185,611 | 0.01% |
| Geode Capital Management, LLC | 343,896 | 2.91% | $108.08M | +24,274 | 0.01% |
| Goldman Sachs Group Inc | 317,583 | 2.69% | $99.79M | +213,234 | 0.01% |
| Neuberger Berman Group LLC | 288,432 | 2.44% | $90.63M | −81,054 | 0.06% |
| Dimensional Fund Advisors LP | 287,244 | 2.43% | $90.26M | +8,699 | 0.02% |
| Royce & Associates LP | 265,709 | 2.25% | $83.49M | +27,763 | 0.67% |
| Capital World Investors | 253,815 | 2.15% | $79.76M | −101,035 | 0.01% |
| Nomura Asset Management International Inc. | 211,370 | 1.79% | $66.42M | +28,963 | 0.10% |
| Grandeur Peak Global Advisors, LLC | 211,036 | 1.79% | $66.31M | +97,433 | 15.35% |
| Riverbridge Partners LLC | 194,573 | 1.65% | $61.14M | −57,657 | 1.71% |
| Brown Advisory Inc | 158,366 | 1.34% | $49.76M | −14,099 | 0.08% |
| Price T Rowe Associates Inc /Md/ | 152,296 | 1.29% | $47.86M | −22,550 | 0.00% |
| Brown Brothers Harriman & Co | 151,837 | 1.29% | $47.71M | – | 0.21% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 324 | 13M | 100.0% | 35 / 117 | 115 / 24 | 1M | 1M |
| Q1 2026 | 321 | 13M | 100.0% | 57 / 124 | 92 / 32 | 2M | 1M |
| Q4 2025 | 303 | 13M | 100.0% | 42 / 95 | 117 / 49 | 1M | 1M |
| Q3 2025 | 316 | 13M | 100.0% | 36 / 96 | 126 / 31 | 1M | 1M |
| Q2 2025 | 314 | 14M | 100.0% | 43 / 119 | 109 / 40 | 1M | 1M |
| Q1 2025 | 313 | 14M | 100.0% | 53 / 109 | 104 / 27 | 2M | 1M |
| Q4 2024 | 291 | 13M | 100.0% | 39 / 84 | 114 / 22 | 1M | 1M |
| Q3 2024 | 281 | 13M | 100.0% | 48 / 86 | 92 / 21 | 2M | 0M |
| Q2 2024 | 257 | 13M | 100.0% | 39 / 103 | 71 / 39 | 1M | 1M |
| Q1 2024 | 260 | 12M | 100.0% | 47 / 71 | 107 / 23 | 1M | 1M |
| Q4 2023 | 237 | 12M | 100.0% | 50 / 62 | 87 / 17 | 2M | 1M |
| Q3 2023 | 207 | 12M | 100.0% | 27 / 65 | 71 / 11 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
308 funds held KAI in Q2 2026, 46% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of KAI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 711,405 | 6.02% | $223.54M | 0.20% | Jun 30, 2026 |
| SMALLCAP World Fund Inc | 687,393 | 5.82% | $216.00M | 0.23% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 375,468 | 3.18% | $117.98M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 312,017 | 2.64% | $98.05M | 0.12% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 270,941 | 2.29% | $85.14M | 0.05% | Jun 30, 2026 |
| Wasatch Core Growth Fund | 234,755 | 1.99% | $73.77M | 2.47% | Jun 30, 2026 |
| Virtus KAR Small-Cap Core Fund | 195,690 | 1.66% | $61.49M | 3.35% | Jun 30, 2026 |
| Neuberger Genesis Fund | 172,252 | 1.46% | $54.98M | 0.75% | May 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 156,080 | 1.32% | $49.05M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 135,463 | 1.15% | $42.57M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 131,495 | 1.11% | $40.43M | 0.12% | Jul 31, 2026 |
| Wasatch Small Cap Value Fund | 125,460 | 1.06% | $39.42M | 2.81% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 118,452 | 1.00% | $37.81M | 0.69% | May 29, 2026 |
| iShares Russell 2000 Growth ETF | 111,004 | 0.94% | $34.88M | 0.23% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 108,704 | 0.92% | $34.16M | 0.20% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jeffrey L. Powell | President & CEO, Director | 60,949 | 0.52% | Jun 3, 2026 |
| Stacy D. Krause | SVP, GC and Secretary | 1,363 | 0.01% | May 27, 2026 |
| Thomas Andrew Blanchard | Vice President | 557 | 0.00% | May 18, 2026 |
| Deborah Selwood | Senior Vice President & CAO | 20,898 | 0.18% | Mar 12, 2026 |
| Michael J. McKenney | Executive Vice President & CFO | 14,217 | 0.12% | Mar 12, 2026 |
| Michael C. Colwell | Senior Vice President | 3,673 | 0.03% | Mar 12, 2026 |
| Peter J. Flynn | Senior Vice President | 2,744 | 0.02% | Mar 12, 2026 |
| Dara F. Mitchell | Senior VP, Corp. Development | 1,726 | 0.01% | Mar 12, 2026 |
| Fredrik H. Westerhout | Vice President | 2,879 | 0.02% | Mar 12, 2026 |
| Jonathan W. Painter | Director | 9,136 | 0.08% | Oct 5, 2026 |
| John M. Albertine | Director | 8,219 | 0.07% | Oct 5, 2026 |
| Rebecca Martinez O'Mara | Director | 1,657 | 0.01% | Oct 5, 2026 |
| Erin L. Russell | Director | 3,582 | 0.03% | Oct 5, 2026 |
| Thomas C. Leonard | Director | 4,898 | 0.04% | Oct 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rebecca Martinez O'Mara Director | Oct 3, 2026 | Option exercise | +128 | – | – | 1,657 |
| Erin L. Russell Director | Oct 3, 2026 | Option exercise | +128 | – | – | 3,582 |
| Jonathan W. Painter Director | Oct 3, 2026 | Option exercise | +128 | – | – | 9,133 |
| Thomas C. Leonard Director | Oct 3, 2026 | Option exercise | +128 | – | – | 4,898 |
| John M. Albertine Director | Oct 3, 2026 | Option exercise | +128 | – | – | 8,219 |
| Jonathan W. Painter Director | Jul 4, 2026 | Option exercise | +128 | – | – | 9,005 |
| Rebecca Martinez O'Mara Director | Jul 4, 2026 | Option exercise | +128 | – | – | 1,529 |
| Thomas C. Leonard Director | Jul 4, 2026 | Option exercise | +128 | – | – | 4,770 |
| John M. Albertine Director | Jul 4, 2026 | Option exercise | +128 | – | – | 8,091 |
| Erin L. Russell Director | Jul 4, 2026 | Option exercise | +128 | – | – | 3,454 |
| Jeffrey L. Powell President & CEO, Director | Jun 3, 2026 | Gift | −12,282 | – | – | 0 |
| Stacy D. Krause SVP, GC and Secretary | May 27, 2026 | Sale | −1,227 | $334.17 | $410.03K | 1,363 |
| Thomas Andrew Blanchard Vice President | May 18, 2026 | Sale | −1,400 | $322.04 | $450.86K | 557 |
| Rebecca Martinez O'Mara Director | Apr 4, 2026 | Option exercise | +129 | – | – | 1,401 |
| Jonathan W. Painter Director | Apr 4, 2026 | Option exercise | +129 | – | – | 8,877 |
| Erin L. Russell Director | Apr 4, 2026 | Option exercise | +129 | – | – | 3,326 |
| John M. Albertine Director | Apr 4, 2026 | Option exercise | +129 | – | – | 7,963 |
| Thomas C. Leonard Director | Apr 4, 2026 | Option exercise | +129 | – | – | 4,642 |
| Jeffrey L. Powell President & CEO, Director | Mar 11, 2026 | Gift | −48,667 | – | – | 12,282 |
| Jeffrey L. Powell President & CEO, Director | Mar 10, 2026 | Tax withholding | −394 | $334.17 | $131.66K | 57,612 |
| Jeffrey L. Powell President & CEO, Director | Mar 10, 2026 | Option exercise | +2,172 | – | – | 61,708 |
| Jeffrey L. Powell President & CEO, Director | Mar 10, 2026 | Tax withholding | −348 | $334.17 | $116.29K | 59,536 |
| Jeffrey L. Powell President & CEO, Director | Mar 10, 2026 | Option exercise | +718 | – | – | 59,884 |
| Jeffrey L. Powell President & CEO, Director | Mar 10, 2026 | Tax withholding | −1,455 | $334.17 | $486.22K | 59,166 |
| Jeffrey L. Powell President & CEO, Director | Mar 10, 2026 | Option exercise | +3,009 | – | – | 60,621 |
| Jeffrey L. Powell President & CEO, Director | Mar 10, 2026 | Tax withholding | −1,051 | $334.17 | $351.21K | 60,657 |
| Jeffrey L. Powell President & CEO, Director | Mar 10, 2026 | Option exercise | +813 | – | – | 58,006 |
| Jeffrey L. Powell President & CEO, Director | Mar 10, 2026 | Tax withholding | −2,059 | $334.17 | $688.06K | 57,193 |
| Jeffrey L. Powell President & CEO, Director | Mar 10, 2026 | Option exercise | +4,257 | – | – | 59,252 |
| Jeffrey L. Powell President & CEO, Director | Mar 10, 2026 | Tax withholding | −275 | $334.17 | $91.90K | 60,949 |
| Jeffrey L. Powell President & CEO, Director | Mar 10, 2026 | Option exercise | +567 | – | – | 61,224 |
| Dara F. Mitchell Senior VP, Corp. Development | Mar 10, 2026 | Tax withholding | −187 | $334.17 | $62.49K | 1,726 |
| Dara F. Mitchell Senior VP, Corp. Development | Mar 10, 2026 | Option exercise | +71 | – | – | 1,984 |
| Dara F. Mitchell Senior VP, Corp. Development | Mar 10, 2026 | Tax withholding | −132 | $334.17 | $44.11K | 1,913 |
| Dara F. Mitchell Senior VP, Corp. Development | Mar 10, 2026 | Option exercise | +272 | – | – | 2,045 |
| Dara F. Mitchell Senior VP, Corp. Development | Mar 10, 2026 | Tax withholding | −45 | $334.17 | $15.04K | 1,773 |
| Dara F. Mitchell Senior VP, Corp. Development | Mar 10, 2026 | Option exercise | +92 | – | – | 1,818 |
| Dara F. Mitchell Senior VP, Corp. Development | Mar 10, 2026 | Tax withholding | −35 | $334.17 | $11.70K | 1,949 |
| Dara F. Mitchell Senior VP, Corp. Development | Mar 10, 2026 | Option exercise | +385 | – | – | 1,913 |
| Dara F. Mitchell Senior VP, Corp. Development | Mar 10, 2026 | Tax withholding | −47 | $334.17 | $15.71K | 1,528 |
| Dara F. Mitchell Senior VP, Corp. Development | Mar 10, 2026 | Option exercise | +97 | – | – | 1,575 |
| Dara F. Mitchell Senior VP, Corp. Development | Mar 10, 2026 | Tax withholding | −246 | $334.17 | $82.21K | 1,478 |
| Dara F. Mitchell Senior VP, Corp. Development | Mar 10, 2026 | Option exercise | +508 | – | – | 1,724 |
| Michael C. Colwell Senior Vice President | Mar 10, 2026 | Tax withholding | −199 | $334.17 | $66.50K | 3,673 |
| Michael C. Colwell Senior Vice President | Mar 10, 2026 | Option exercise | +82 | – | – | 3,983 |
| Michael C. Colwell Senior Vice President | Mar 10, 2026 | Tax withholding | −142 | $334.17 | $47.45K | 3,901 |
| Michael C. Colwell Senior Vice President | Mar 10, 2026 | Option exercise | +313 | – | – | 4,043 |
| Michael C. Colwell Senior Vice President | Mar 10, 2026 | Tax withholding | −48 | $334.17 | $16.04K | 3,730 |
| Michael C. Colwell Senior Vice President | Mar 10, 2026 | Option exercise | +105 | – | – | 3,778 |
| Michael C. Colwell Senior Vice President | Mar 10, 2026 | Tax withholding | −38 | $334.17 | $12.70K | 3,945 |
| Michael C. Colwell Senior Vice President | Mar 10, 2026 | Option exercise | +438 | – | – | 3,872 |
| Michael C. Colwell Senior Vice President | Mar 10, 2026 | Tax withholding | −51 | $334.17 | $17.04K | 3,434 |
| Michael C. Colwell Senior Vice President | Mar 10, 2026 | Option exercise | +111 | – | – | 3,485 |
| Michael C. Colwell Senior Vice President | Mar 10, 2026 | Tax withholding | −265 | $334.17 | $88.56K | 3,374 |
| Michael C. Colwell Senior Vice President | Mar 10, 2026 | Option exercise | +583 | – | – | 3,639 |
| Deborah Selwood Senior Vice President & CAO | Mar 10, 2026 | Tax withholding | −58 | $334.17 | $19.38K | 20,898 |
| Deborah Selwood Senior Vice President & CAO | Mar 10, 2026 | Option exercise | +36 | – | – | 21,064 |
| Deborah Selwood Senior Vice President & CAO | Mar 10, 2026 | Tax withholding | −41 | $334.17 | $13.70K | 21,028 |
| Deborah Selwood Senior Vice President & CAO | Mar 10, 2026 | Option exercise | +138 | – | – | 21,069 |
| Deborah Selwood Senior Vice President & CAO | Mar 10, 2026 | Tax withholding | −14 | $334.17 | $4.68K | 20,931 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Kadant's stock actually held short. Settlement fails (shares not delivered on time) peaked at 832 shares on Aug 25, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Stacy D. Krause Officer | May 27, 2026 | 1,227 | $409.89K | May 27, 2026 | Restricted Stock Vesting |
| Thomas Andrew Blanchard Director | May 18, 2026 | 1,400 | $450.71K | May 18, 2026 | Restricted Stock Vesting |
| Erin L. Russell Director | Nov 25, 2025 | 1,435 | $405.02K | Nov 25, 2025 | Restricted Stock Vesting |
| Rebecca Martinez O'Mara Director | Nov 12, 2025 | 699 | $186.44K | Nov 11, 2025 | Restricted Stock Vesting |
| Thomas C. Leonard Director | Aug 27, 2025 | 415 | $140.31K | Aug 27, 2025 | RSU |
| Thomas Andrew Blanchard Officer | Aug 18, 2025 | 714 | $244.77K | Aug 18, 2025 | Stock Award |
| Peter J. Flynn Officer | Jun 13, 2025 | 1,500 | $479.87K | Jun 13, 2025 | Restricted Stock Vesting |
| Thomas Andrew Blanchard Officer | Mar 19, 2025 | 325 | $110.88K | Mar 19, 2025 | Stock Vesting |
| Michael J. McKenney Officer | Feb 28, 2025 | 8,026 | $2.97M | Feb 28, 2025 | Restricted Stock Vesting |
| Dara F. Mitchell Officer | Nov 19, 2024 | 1,001 | $397.90K | Nov 19, 2024 | Restricted Stock Vesting |
| Thomas C. Leonard Director | Nov 19, 2024 | 152 | $60.40K | Nov 19, 2024 | Restricted Stock Vesting |
| Fredrik H. Westerhout Officer | Nov 18, 2024 | 600 | $238.35K | Nov 18, 2024 | Restricted stock vesting under a registered plan |
| Rebecca Martinez O'Mara Director | Nov 15, 2024 | 300 | $117.78K | Nov 15, 2024 | Restricted stock vesting under a registered plan |
| Michael C. Colwell Officer | Nov 12, 2024 | 497 | $196.95K | Nov 12, 2024 | Restricted Stock Vesting |
| Thomas C. Leonard Director | Sep 26, 2024 | 2,000 | $674.57K | Sep 26, 2024 | Restricted Stock Vesting |
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