Van Berkom & Associates Inc. GMED — GLOBUS MEDICAL INC.

Ownership history in Van Berkom & Associates Inc.  ·  45 quarters on record

AI Ownership Summary

Van Berkom & Associates Inc. reported GLOBUS MEDICAL INC. (GMED) in 45 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.03% in 2024 Q2. The latest visible filing shows GMED at 2.21% 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 GMED ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Van Berkom & Associates Inc.'s position in GLOBUS MEDICAL 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 Q3

GMED was reported at 2.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.03% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

GMED stock page Van Berkom & Associates Inc. fund profile Van Berkom & Associates Inc. full holdings
How Van Berkom & Associates Inc. held GMED — position size vs. price
% of Fund (quarterly)    GMED price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 1,333,111 +48,906 +3.8% 2.21% $76.3M 2025-11-04 $61.66
2025 Q2 ADDED — — — 1,284,205 +165,773 +14.8% 2.26% $75.8M 2025-08-12 $61.87
2025 Q1 REDUCED 5.8% -19.4% ✅ 1,118,432 -68,894 -5.8% 2.63% $81.9M 2025-05-07 $71.51
2024 Q4 REDUCED 18.3% -11.5% ✅ 1,187,326 -265,332 -18.3% 2.92% $98.2M 2025-02-03 $92.59
2024 Q3 REDUCED — — — 1,452,658 -28,401 -1.9% 2.85% $103.9M 2024-11-04 $74.72
2024 Q2 REDUCED — — — 1,481,059 -61,292 -4.0% 3.03% $101.4M 2024-08-07 $70.53
2024 Q1 REDUCED — — — 1,542,351 -34,589 -2.2% 2.36% $82.7M 2024-05-13 $63.75
2023 Q4 ADDED — — — 1,576,940 +127,553 +8.8% 2.44% $84.0M 2024-02-06 $52.71
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GMED

As of 2026 Q1 — sorted by position size

Andrew Hill Investment Advisors, Inc. 3Y 2.81% CONSCIOUS WEALTH INVESTMENTS, LLC 2.36% Sivik Global Healthcare LLC 3Y 7Y 1.96% Boston Trust Walden Corp 3Y 7Y 0.89% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 0.83% Artemis Investment Management LLP 3Y 7Y 0.78% Leeward Investments, LLC - MA 3Y 0.71% Trust Investment Advisors 3Y 7Y 0.6% Annex Advisory Services, LLC 3Y 7Y 0.57% Yorktown Management & Research Co Inc 3Y 7Y 0.46%

FAQ About Van Berkom & Associates Inc. and GMED

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

How long has Van Berkom & Associates Inc. reported owning GMED?

Van Berkom & Associates Inc. reported GMED across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported GMED position in Van Berkom & Associates Inc.'s portfolio?

The largest reported portfolio weight for GMED was 3.03% in 2024 Q2.

What is the latest reported GMED position on this page?

The most recent filing on this page is 2025 Q3, when Van Berkom & Associates Inc. reported 1,333,111 shares, equal to 2.21% of portfolio, with an estimated market value of $76.3M.

What does the chart on this GMED ownership page compare?

The chart compares Van Berkom & Associates Inc.'s quarterly GMED 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 Van Berkom & Associates Inc. time their GMED position?

Based on 13F filing dates vs. subsequent GMED price moves, Van Berkom & Associates Inc. correctly timed 25 out of 44 reported position changes (57%). The annualised alpha on GMED relative to SPY over the holding period was -9.3%.

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