BAILARD, INC. RLGT — RADIANT LOGISTICS INC

Ownership history in BAILARD, INC.  ·  6 quarters on record

AI Ownership Summary

BAILARD, INC. reported RADIANT LOGISTICS INC (RLGT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows RLGT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RLGT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAILARD, INC.'s position in RADIANT LOGISTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RLGT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RLGT stock page BAILARD, INC. fund profile BAILARD, INC. full holdings
How BAILARD, INC. held RLGT — position size vs. price
% of Fund (quarterly)    RLGT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 41,000 +26 +0.1% 0.01% $289K 2026-05-11 $7.89
2025 Q2 ADDED — — — 40,974 +18,208 +80.0% 0.01% $249K 2025-08-08 $5.92
2024 Q4 REDUCED 13.1% -8.2% ✅ 22,766 -3,434 -13.1% 0.00% $153K 2025-02-05 $7.08
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RLGT

As of 2026 Q1 — sorted by position size

CM Management, LLC 3Y 3.83% KESTREL INVESTMENT MANAGEMENT CORP 3Y 7Y 0.54% Bristlecone Value Partners, LLC 3Y 7Y 0.36% McGowan Group Asset Management, Inc. 3Y 7Y 0.2% ROYCE & ASSOCIATES LP 3Y 7Y 0.18% Monument Capital Management 3Y 7Y 0.14% North Star Investment Management Corp. 3Y 7Y 0.1% WESCAP Management Group, Inc. 3Y 7Y 0.06% Brookwood Investment Group LLC 0.04% Rothschild Wealth LLC 3Y 0.03%

FAQ About BAILARD, INC. and RLGT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAILARD, INC. reported owning RLGT?

BAILARD, INC. reported RLGT across 3 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RLGT position in BAILARD, INC.'s portfolio?

The largest reported portfolio weight for RLGT was 0.01% in 2026 Q1.

What is the latest reported RLGT position on this page?

The most recent filing on this page is 2026 Q1, when BAILARD, INC. reported 41,000 shares, equal to 0.01% of portfolio, with an estimated market value of $289K.

What does the chart on this RLGT ownership page compare?

The chart compares BAILARD, INC.'s quarterly RLGT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BAILARD, INC. time their RLGT position?

Based on 13F filing dates vs. subsequent RLGT price moves, BAILARD, INC. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on RLGT relative to SPY over the holding period was -37.7%.

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