2026 Q2 Portfolio Activity
In 2026 Q2, Pier Capital, LLC maintained a portfolio of 150 distinct positions. The most significant new addition was JFrog Ltd, now representing 1.59% of the total fund value. They heavily accumulated shares in Herc Holdings Inc, increasing the position by 32.9%. Conversely, Pier Capital, LLC completely exited their position in DigitalOcean Holdings Inc.
Position History
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Total Positions
150
Quarter
2026 Q2
Top Holding
HXL (2.1%)
Top 10 Concentration
18.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 150
Pier Capital, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
HXL
Hexcel Corp
|
Industrials | 2.10% | 2.13% |
#1
1
Prev: #2
|
3.3 |
—
|
-643 | -0.4% |
P
S
|
158,734 | $15,882,924 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ALGM
Allegro Microsy...
|
Technology | 2.10% | 1.18% |
#2
34
Prev: #36
|
2.8 |
—
|
1,211 | 0.5% |
P
S
|
227,777 | $15,857,835 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ONTO
Onto Innovation...
|
Technology | 1.92% | 1.32% |
#3
17
Prev: #20
|
2.3 |
—
|
-778 | -2.0% |
P
S
|
38,281 | $14,487,444 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SMTC
Semtech Corp
|
Technology | 1.89% | 1.56% |
#4
4
Prev: #8
|
1.3 |
—
|
-34,921 | -28.4% |
P
S
|
88,041 | $14,249,436 | 2011 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CECO
CECO Environmen...
|
Industrials | 1.83% | 1.48% |
#5
8
Prev: #13
|
1.7 |
—
|
1,826 | 1.2% |
P
S
|
152,071 | $13,798,923 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AIT
Applied Industr...
|
Industrials | 1.78% | 1.73% |
#6
1
Prev: #5
|
1.2 |
—
|
202 | 0.5% |
P
S
|
39,709 | $13,427,598 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HRI
Herc Holdings I...
|
Industrials | 1.71% | 1.11% |
#7
34
Prev: #41
|
3.2 |
—
|
22,307 | 32.9% |
P
S
|
90,200 | $12,929,268 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
FULT
Fulton Financia...
|
Financial Services | 1.70% | 1.79% |
#8
5
Prev: #3
|
1.2 |
—
|
-2,872 | -0.5% |
P
S
|
530,772 | $12,839,375 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ALHC
Alignment Healt...
|
Healthcare | 1.66% | 1.56% |
#9
2
Prev: #7
|
1.2 |
—
|
-9,588 | -1.8% |
P
S
|
527,462 | $12,558,870 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MIR
Mirion Technolo...
|
Industrials | 1.65% | 2.16% |
#10
9
Prev: #1
|
1.2 |
—
|
-7,764 | -1.1% |
P
S
|
696,047 | $12,480,123 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
FROG
JFrog Ltd
|
Technology | 1.59% | — |
#11
Prev: #—
|
4.1 |
—
|
131,860 | — |
NEW
|
131,860 | $11,983,437 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CVLT
Commvault Syste...
|
Technology | 1.56% | 1.17% |
#12
25
Prev: #37
|
1.1 |
—
|
-8,174 | -9.0% |
P
S
|
82,928 | $11,753,385 | 2006 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
VMI
Valmont Industr...
|
Industrials | 1.55% | 1.23% |
#13
19
Prev: #32
|
2.6 |
—
|
1,544 | 8.3% |
P
S
|
20,239 | $11,690,046 | 2011 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ESTA
Establishment L...
|
Healthcare | 1.52% | 1.25% |
#14
16
Prev: #30
|
1.1 |
—
|
243 | 0.2% |
P
S
|
133,810 | $11,482,236 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AZZ
AZZ Inc
|
Industrials | 1.44% | 1.44% |
#15
Prev: #15
|
1.1 |
—
|
358 | 0.5% |
P
S
|
70,074 | $10,864,974 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ANGO
AngioDynamics I...
|
Healthcare | 1.39% | 1.49% |
#16
4
Prev: #12
|
1.1 |
—
|
9,982 | 1.3% |
P
S
|
806,678 | $10,494,881 | 2005 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SXT
Sensient Techno...
|
Basic Materials | 1.37% | 1.06% |
#17
30
Prev: #47
|
2.5 |
—
|
9,576 | 12.9% |
P
S
|
83,885 | $10,342,182 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ESE
ESCO Technologi...
|
Technology | 1.34% | 1.37% |
#18
Prev: #18
|
1.0 |
—
|
-498 | -1.7% |
P
S
|
28,971 | $10,141,009 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
RGEN
Repligen Corp
|
Healthcare | 1.34% | 1.03% |
#19
31
Prev: #50
|
3.0 |
—
|
21,119 | 39.8% |
P
S
|
74,238 | $10,129,033 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
WMS
Advanced Draina...
|
Industrials | 1.33% | 1.44% |
#20
6
Prev: #14
|
1.0 |
—
|
291 | 0.5% |
P
S
|
64,151 | $10,069,141 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GBCI
Glacier Bancorp...
|
Financial Services | 1.32% | 1.42% |
#21
5
Prev: #16
|
1.0 |
—
|
1,168 | 0.6% |
P
S
|
193,834 | $9,997,958 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BIRK
Birkenstock Hol...
|
Consumer Cyclical | 1.28% | 1.30% |
#22
2
Prev: #24
|
1.0 |
—
|
3,776 | 1.7% |
P
S
|
224,017 | $9,639,452 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IMAX
IMAX Corp
|
Communication Services | 1.26% | 1.50% |
#23
13
Prev: #10
|
1.0 |
—
|
-2,041 | -0.9% |
P
S
|
237,857 | $9,480,980 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
KGS
Kodiak Gas Serv...
|
Energy | 1.26% | 1.23% |
#24
7
Prev: #31
|
1.0 |
—
|
-2,056 | -1.6% |
P
S
|
126,138 | $9,476,748 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SHLS
Shoals Technolo...
|
Technology | 1.24% | 1.03% |
#25
26
Prev: #51
|
1.0 |
—
|
-316 | -0.0% |
P
S
|
948,433 | $9,389,487 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
POWL
Powell Industri...
|
Industrials | 1.22% | 1.19% |
#26
8
Prev: #34
|
3.5 |
—
|
18,701 | 140.0% |
P
S
|
32,059 | $9,180,415 | 2007 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
COCO
The Vita Coco C...
|
Consumer Defensive | 1.19% | 1.07% |
#27
19
Prev: #46
|
1.0 |
—
|
89 | 0.1% |
P
S
|
135,730 | $8,977,182 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BAND
Bandwidth Inc
|
Technology | 1.18% | — |
#28
Prev: #—
|
4.0 |
—
|
140,366 | — |
NEW
|
140,366 | $8,885,168 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LEU
Centrus Energy ...
|
Energy | 1.17% | 0.68% |
#29
44
Prev: #73
|
3.5 |
—
|
28,915 | 121.9% |
P
S
|
52,642 | $8,837,013 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LASR
nLight Inc
|
Technology | 1.17% | 1.22% |
#30
3
Prev: #33
|
1.0 |
—
|
-2,352 | -1.8% |
P
S
|
126,826 | $8,829,626 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
OSW
OneSpaWorld Hol...
|
Consumer Cyclical | 1.17% | 1.53% |
#31
22
Prev: #9
|
0.5 |
—
|
-92,987 | -23.0% |
P
S
|
312,111 | $8,814,015 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GNRC
Generac Holding...
|
Industrials | 1.15% | — |
#32
Prev: #—
|
4.0 |
—
|
29,765 | — |
NEW
|
29,765 | $8,715,490 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DRTS
Alpha Tau Medic...
|
Healthcare | 1.15% | — |
#33
Prev: #—
|
4.0 |
—
|
691,939 | — |
NEW
|
691,939 | $8,704,593 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CVCO
Cavco Industrie...
|
Consumer Cyclical | 1.15% | 1.11% |
#34
8
Prev: #42
|
1.0 |
—
|
236 | 1.7% |
P
S
|
14,075 | $8,647,398 | 2017 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SBCF
Seacoast Bankin...
|
Financial Services | 1.12% | 1.26% |
#35
7
Prev: #28
|
0.9 |
—
|
2,187 | 0.9% |
P
S
|
255,067 | $8,480,978 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LIND
Lindblad Expedi...
|
Consumer Cyclical | 1.12% | 0.55% |
#36
45
Prev: #81
|
3.4 |
—
|
107,537 | 56.0% |
P
S
|
299,547 | $8,459,207 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BOOT
Boot Barn Holdi...
|
Consumer Cyclical | 1.12% | 0.87% |
#37
24
Prev: #61
|
2.9 |
—
|
15,265 | 42.1% |
P
S
|
51,483 | $8,457,112 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
CCS
Century Communi...
|
Real Estate | 1.11% | 0.85% |
#38
24
Prev: #62
|
2.9 |
—
|
26,939 | 30.1% |
P
S
|
116,506 | $8,348,820 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GTLB
GitLab Inc
|
Technology | 1.10% | — |
#39
Prev: #—
|
3.9 |
—
|
272,200 | — |
NEW
|
272,200 | $8,310,266 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MOD
Modine Manufact...
|
Consumer Cyclical | 1.07% | 1.08% |
#40
5
Prev: #45
|
0.9 |
—
|
82 | 0.3% |
P
S
|
30,368 | $8,108,863 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SAIA
Saia Inc
|
Industrials | 1.07% | 1.67% |
#41
35
Prev: #6
|
0.4 |
—
|
-9,666 | -33.6% |
P
S
|
19,098 | $8,043,314 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
ARCB
ArcBest Corp
|
Industrials | 1.06% | 1.29% |
#42
17
Prev: #25
|
0.4 |
—
|
-24,169 | -30.3% |
P
S
|
55,550 | $7,973,647 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SKY
Champion Homes ...
|
Consumer Cyclical | 1.02% | 1.06% |
#43
5
Prev: #48
|
0.9 |
—
|
1,163 | 1.3% |
P
S
|
87,461 | $7,707,063 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MP
MP Materials Co...
|
Basic Materials | 1.02% | 0.60% |
#44
35
Prev: #79
|
3.4 |
—
|
61,335 | 81.3% |
P
S
|
136,766 | $7,660,264 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LSCC
Lattice Semicon...
|
Technology | 1.01% | 1.37% |
#45
28
Prev: #17
|
0.4 |
—
|
-40,071 | -44.7% |
P
S
|
49,612 | $7,588,652 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
RDNT
RadNet Inc
|
Healthcare | 1.01% | 1.10% |
#46
3
Prev: #43
|
0.9 |
—
|
4,129 | 3.5% |
P
S
|
123,018 | $7,586,520 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BDC
Belden Inc
|
Technology | 1.00% | 1.19% |
#47
12
Prev: #35
|
0.9 |
—
|
192 | 0.3% |
P
S
|
63,106 | $7,567,040 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SITM
SiTime Corp
|
Technology | 0.99% | 1.02% |
#48
4
Prev: #52
|
0.4 |
—
|
-7,869 | -44.0% |
P
S
|
10,026 | $7,474,985 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MSA
MSA Safety Inc
|
Industrials | 0.98% | 1.14% |
#49
10
Prev: #39
|
0.9 |
—
|
228 | 0.5% |
P
S
|
42,298 | $7,384,385 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
COGT
Cogent Bioscien...
|
Healthcare | 0.97% | 0.64% |
#50
26
Prev: #76
|
3.4 |
—
|
87,647 | 86.5% |
P
S
|
188,951 | $7,312,404 | 2008 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 |
Showing 1-50 of 150 holdings