Summit Creek Advisors LLC NOVT — NOVANTA INC

Ownership history in Summit Creek Advisors LLC  ·  5 quarters on record

AI Ownership Summary

Summit Creek Advisors LLC reported NOVANTA INC (NOVT) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.38% in 2025 Q4. The latest visible filing shows NOVT at 1.38% 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.

What this NOVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Summit Creek Advisors LLC's position in NOVANTA 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
2025 Q4

NOVT was reported at 1.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% in 2025 Q4

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 2025 Q4

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.

NOVT stock page Summit Creek Advisors LLC fund profile Summit Creek Advisors LLC full holdings
How Summit Creek Advisors LLC held NOVT — position size vs. price
% of Fund (quarterly)    NOVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 73,673 +23,712 +47.5% 1.38% $8.8M 2026-02-14 (Est.) $146.39
2025 Q3 REDUCED 7.4% +22.4% ❌ 49,961 -3,972 -7.4% 0.73% $5.0M 2025-10-24 $128.65
2025 Q2 REDUCED — — — 53,933 -2,325 -4.1% 0.97% $7.0M 2025-08-06 $113.74
2025 Q1 ADDED — — — 56,258 +9,791 +21.1% 1.05% $7.2M 2025-05-07 $118.91
2024 Q4 INITIATED — — — 46,467 — — 0.93% $7.1M 2025-02-11 $146.53

🏢 Other funds also holding NOVT

As of 2026 Q1 — sorted by position size

Conestoga Capital Advisors, LLC 3Y 7Y 3.42% Portman Square Capital LLP 3Y 1.05% WASATCH ADVISORS LP 3Y 7Y 0.78% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.77% 1492 Capital Management LLC 3Y 7Y 0.47% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.45% HARBOR CAPITAL ADVISORS, INC. 3Y 0.21% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.18% OPPENHEIMER ASSET MANAGEMENT INC. 3Y 7Y 0.05% Central Pacific Bank - Trust Division 0.05%

FAQ About Summit Creek Advisors LLC and NOVT

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

How long has Summit Creek Advisors LLC reported owning NOVT?

Summit Creek Advisors LLC reported NOVT across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported NOVT position in Summit Creek Advisors LLC's portfolio?

The largest reported portfolio weight for NOVT was 1.38% in 2025 Q4.

What is the latest reported NOVT position on this page?

The most recent filing on this page is 2025 Q4, when Summit Creek Advisors LLC reported 73,673 shares, equal to 1.38% of portfolio, with an estimated market value of $8.8M.

What does the chart on this NOVT ownership page compare?

The chart compares Summit Creek Advisors LLC's quarterly NOVT 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 Summit Creek Advisors LLC time their NOVT position?

Based on 13F filing dates vs. subsequent NOVT price moves, Summit Creek Advisors LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on NOVT relative to SPY over the holding period was -12.2%.

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