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Pier Capital Portfolio holdings

AUM $755M
1-Year Est. Return 94.38%
This Fund
S&P 500
This Quarter Est. Return
+15.72%
1 Year Est. Return
+94.38%
3 Year Est. Return
+222.94%
5 Year Est. Return
+261.19%
10 Year Est. Return
+2,769.67%
AUM
$640M
AUM Growth
-$15.8M
Cap. Flow
-$69.1M
Cap. Flow %
-10.79%
Top 10 Hldgs %
17.37%
Holding
141
New
20
Increased
22
Reduced
74
Closed
10

Top Buys

Rank Stock Value
1
FULT icon
Fulton Financial
FULT
+$9.04M
2
LIND icon
Lindblad Expeditions
LIND
+$6.25M
3
MNTN
MNTN Inc
MNTN
+$5.16M
4
CWAN
Clearwater Analytics
CWAN
+$5.14M
5
BRBR icon
BellRing Brands
BRBR
+$5.05M

Top Sells

Rank Stock Value
1
STRL icon
Sterling Infrastructure
STRL
+$11.1M
2
STVN icon
Stevanato
STVN
+$8.67M
3
FVRR icon
Fiverr
FVRR
+$8.49M
4
WSC icon
WillScot Mobile Mini Holdings
WSC
+$8.34M
5
FROG icon
JFrog
FROG
+$8.18M

Sector Composition

Rank Sector Weight
1 Technology 24.82%
2 Healthcare 23.4%
3 Industrials 20.26%
4 Financials 10.12%
5 Consumer Discretionary 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARDT
26
Ardent Health
ARDT
$1.55B
$7.69M 1.2%
580,620
+145,703
+34% +$1.82M
ESTA icon
27
Establishment Labs
ESTA
$2.12B
$7.69M 1.2%
187,679
-64,639
-26% -$2.64M
ELF icon
28
e.l.f. Beauty
ELF
$6.17B
$7.69M 1.2%
58,054
-59,072
-50% -$7.29M
NCNO icon
29
nCino
NCNO
$2.46B
$7.57M 1.18%
279,056
-10,693
-4% -$312K
SBCF icon
30
Seacoast Banking Corp of Florida
SBCF
$3.34B
$7.5M 1.17%
246,409
-105,248
-30% -$3.12M
FLS icon
31
Flowserve
FLS
$10.2B
$7.49M 1.17%
141,013
-3,941
-3% -$214K
MSA icon
32
Mine Safety
MSA
$7.34B
$7.48M 1.17%
43,455
-10,739
-20% -$1.86M
BL icon
33
BlackLine
BL
$1.91B
$7.44M 1.16%
140,153
-8,787
-6% -$475K
ANGO icon
34
AngioDynamics
ANGO
$653M
$7.41M 1.16%
663,212
-31,023
-4% -$299K
RGEN icon
35
Repligen
RGEN
$10.1B
$7.35M 1.15%
54,966
-4,015
-7% -$488K
VERX icon
36
Vertex
VERX
$2.32B
$7.24M 1.13%
291,859
+60,230
+26% +$1.74M
SIBN icon
37
SI-BONE Inc
SIBN
$860M
$7.2M 1.12%
488,835
-9,200
-2% -$150K
SGRY icon
38
Surgery Partners
SGRY
$1.81B
$7.11M 1.11%
328,704
+154,160
+88% +$3.44M
FN icon
39
Fabrinet
FN
$15B
$6.92M 1.08%
18,976
-18,586
-49% -$6.12M
ADUS icon
40
Addus HomeCare
ADUS
$2.17B
$6.91M 1.08%
58,562
-2,316
-4% -$260K
ALGM icon
41
Allegro MicroSystems
ALGM
$6.68B
$6.87M 1.07%
235,118
-27,035
-10% -$874K
LSCC icon
42
Lattice Semiconductor
LSCC
$16.4B
$6.83M 1.07%
93,206
-61,539
-40% -$3.74M
HRI icon
43
Herc Holdings
HRI
$4.97B
$6.66M 1.04%
57,082
+8,040
+16% +$1.04M
QTWO icon
44
Q2 Holdings
QTWO
$4.08B
$6.65M 1.04%
91,928
-5,521
-6% -$454K
GH icon
45
Guardant Health
GH
$21.8B
$6.64M 1.04%
106,220
+33,818
+47% +$1.84M
IPAR icon
46
Interparfums
IPAR
$3.77B
$6.61M 1.03%
67,167
-4,097
-6% -$483K
IBP icon
47
Installed Building Products
IBP
$6.45B
$6.61M 1.03%
26,778
-28,467
-52% -$6.76M
ODD icon
48
ODDITY Tech
ODD
$673M
$6.51M 1.02%
104,522
+35,563
+52% +$2.31M
PNFP icon
49
Pinnacle Financial Partners Inc
PNFP
$15.2B
$6.28M 0.98%
66,972
-1,603
-2% -$160K
BOOT icon
50
Boot Barn
BOOT
$4.73B
$6.26M 0.98%
37,785
-1,739
-4% -$300K
1
2
3 4 5

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HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return
KCG
Kinsale Capital Group Richmond, Virginia $754M AUM 19.97% 1-Year Est. Return
SCM
Stanley Capital Management Houston, Texas $754M AUM 69.73% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
PCM
Polymer Capital Management New York $755M AUM 73% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Pier Capital's Q3 2025 Portfolio in Review

As of Q3 2025, Pier Capital held 141 positions worth $640M, down 2.4% from $656M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Pier Capital withdrew a net $69.1M in Q3 2025, closing 10 positions and reducing 74 holdings. Its most notable exit was Fiverr, an estimated $8.49M position sold in full.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, Pier Capital opened a new position in Fulton Financial worth $8.9M.

  • Pier Capital's largest Q3 2025 buy was Fulton Financial: 477,472 shares worth $8.9M.
  • Pier Capital added most to Clearwater Analytics in Q3 2025, an estimated $5.14M increase.
  • Pier Capital's biggest Q3 2025 reduction was Sterling Infrastructure, cutting an estimated $11.1M.
  • Pier Capital fully exited Fiverr in Q3 2025, selling an estimated $8.49M.
  • Pier Capital's ten largest holdings make up 17% of its $640M portfolio in Q3 2025.
  • Pier Capital opened 20 new positions and closed 10 in Q3 2025.
  • Pier Capital's portfolio value fell 2.4% quarter-over-quarter to $640M.

Based on Pier Capital's 13F filing for Q3 2025, filed 13 Nov 2025.