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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
MIR icon
1
Mirion Technologies
MIR
$3.62B
$18.5M 2.89%
794,826
-76,202
-9% -$1.65M
SITM icon
2
SiTime
SITM
$17.6B
$11.7M 1.83%
38,870
-3,012
-7% -$698K
AEHR icon
3
Aehr Test Systems
AEHR
$2.85B
$11.2M 1.75%
370,955
-34,977
-9% -$757K
HXL icon
4
Hexcel
HXL
$7.23B
$10.3M 1.61%
164,136
-5,404
-3% -$332K
MC icon
5
Moelis & Co
MC
$5.09B
$10.2M 1.59%
142,560
-7,518
-5% -$537K
PWP icon
6
Perella Weinberg Partners
PWP
$1.28B
$10.1M 1.58%
474,872
+80,744
+20% +$1.73M
LNN icon
7
Lindsay Corp
LNN
$1.17B
$10.1M 1.58%
71,799
+18,205
+34% +$2.53M
CWAN
8
DELISTED
Clearwater Analytics
CWAN
$9.78M 1.53%
542,523
+253,658
+88% +$5.14M
CCS icon
9
Century Communities
CCS
$1.97B
$9.71M 1.52%
153,224
+55,415
+57% +$3.5M
GBCI icon
10
Glacier Bancorp
GBCI
$6.21B
$9.62M 1.5%
197,750
-12,558
-6% -$589K
GOOS
11
Canada Goose Holdings
GOOS
$805M
$9.59M 1.5%
695,564
-46,588
-6% -$604K
ADPT icon
12
Adaptive Biotechnologies
ADPT
$4.13B
$9.5M 1.49%
635,083
-381,803
-38% -$4.65M
ONTO icon
13
Onto Innovation
ONTO
$17.5B
$9.43M 1.47%
72,969
-933
-1% -$99.9K
SKY icon
14
Champion Homes
SKY
$4.9B
$9.41M 1.47%
123,188
+15,805
+15% +$1.12M
RDNT icon
15
RadNet
RDNT
$5.96B
$9.3M 1.45%
122,046
-4,010
-3% -$260K
PCOR icon
16
Procore
PCOR
$9.78B
$9.27M 1.45%
127,160
+26,986
+27% +$1.88M
CERT icon
17
Certara
CERT
$1.28B
$9.22M 1.44%
754,600
+87,178
+13% +$954K
CORZ icon
18
Core Scientific
CORZ
$5.47B
$9.06M 1.42%
504,958
+286,400
+131% +$4.2M
FULT icon
19
Fulton Financial
FULT
$4.56B
$8.9M 1.39%
+477,472
New +$9.04M
PRVA icon
20
Privia Health
PRVA
$2.69B
$8.89M 1.39%
357,166
+45,168
+14% +$972K
OSW icon
21
OneSpaWorld
OSW
$2.67B
$8.88M 1.39%
419,954
-14,911
-3% -$326K
BWXT icon
22
BWX Technologies
BWXT
$14.2B
$7.99M 1.25%
43,337
-19,256
-31% -$3.1M
SAIA icon
23
Saia
SAIA
$9.65B
$7.97M 1.25%
26,638
+11,819
+80% +$3.57M
OLLI icon
24
Ollie's Bargain Outlet
OLLI
$4.3B
$7.9M 1.23%
61,488
-1,467
-2% -$195K
UTI icon
25
Universal Technical Institute
UTI
$1.23B
$7.83M 1.22%
240,501
-9,905
-4% -$291K
1
2 3 4 5

Similar funds

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.