Q1 2026 · 13F-HR
Pier Capital, LLCholdings as filed
Filed 2026-05-14 · accession 0001310051-26-000004
$606.2M
Reported value
122
Positions
2026-03-31
Period end
The Brief · Pier Capital, LLC · Q1 2026
AI · grounded in 13F
Pier Capital, LLC closed its position in Clearwater Analytics Holdings Inc CWAN, reducing exposure by $16.4M. The fund also exited positions in GitLab Inc GTLB and Q2 Holdings Inc QTWO, totaling losses of $8.8M and $7.5M respectively. To offset these sells, the fund established new positions in Cognex Corp CGNX for $7.9M and Birkenstock Holding plc BIRK for $7.8M. Additionally, the fund increased its stake in Semtech Corp SMTC by 149.87%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 60471A101 | MIR | Mirion Technologies Inc | $13.1M | 2.16% | 703,811 | Common | SOLE |
| 428291108 | HXL | Hexcel Corp | $12.9M | 2.13% | 159,377 | Common | SOLE |
| 360271100 | FULT | Fulton Financial Corp | $10.9M | 1.79% | 533,644 | Common | SOLE |
| 25402D102 | DOCN | DigitalOcean Holdings Inc | $10.5M | 1.73% | 122,466 | Common | SOLE |
| 03820C105 | AIT | Applied Industrial Technologies Inc | $10.5M | 1.73% | 39,507 | Common | SOLE |
| 78709Y105 | SAIA | Saia Inc | $10.1M | 1.67% | 28,764 | Common | SOLE |
| 01625V104 | ALHC | Alignment Healthcare Inc | $9.5M | 1.56% | 537,050 | Common | SOLE |
| 816850101 | SMTC | Semtech Corp | $9.5M | 1.56% | 122,962 | Common | SOLE |
| P73684113 | OSW | OneSpaWorld Holdings Ltd | $9.3M | 1.53% | 405,098 | Common | SOLE |
| 45245E109 | IMAX | IMAX Corp | $9.1M | 1.50% | 239,898 | Common | SOLE |
| 34354P105 | FLS | Flowserve Corp | $9.1M | 1.49% | 123,232 | Common | SOLE |
| 03475V101 | ANGO | AngioDynamics Inc | $9.1M | 1.49% | 796,696 | Common | SOLE |
| 125141101 | CECO | CECO Environmental Corp | $9.0M | 1.48% | 150,245 | Common | SOLE |
| 00790R104 | WMS | Advanced Drainage Systems Inc | $8.8M | 1.44% | 63,860 | Common | SOLE |
| 002474104 | AZZ | AZZ Inc | $8.7M | 1.44% | 69,716 | Common | SOLE |
| 37637Q105 | GBCI | Glacier Bancorp Inc | $8.6M | 1.42% | 192,666 | Common | SOLE |
| 518415104 | LSCC | Lattice Semiconductor Corp | $8.3M | 1.37% | 89,683 | Common | SOLE |
| 296315104 | ESE | ESCO Technologies Inc | $8.3M | 1.37% | 29,469 | Common | SOLE |
| 441593100 | HLI | Houlihan Lokey Inc | $8.1M | 1.33% | 56,145 | Common | SOLE |
| 683344105 | ONTO | Onto Innovation Inc | $8.0M | 1.32% | 39,059 | Common | SOLE |
| 192422103 | CGNX | Cognex Corp | $8.0M | 1.32% | 162,966 | Common | SOLE |
| 63845R107 | EYE | National Vision Holdings Inc | $8.0M | 1.31% | 307,642 | Common | SOLE |
| 60786M105 | MC | Moelis & Co | $7.9M | 1.31% | 138,822 | Common | SOLE |
| M2029K104 | BIRK | Birkenstock Holding plc | $7.9M | 1.30% | 220,241 | Common | SOLE |
| 03937C105 | ARCB | ArcBest Corp | $7.8M | 1.29% | 79,719 | Common | SOLE |
| 458334109 | IPAR | Interparfums Inc | $7.8M | 1.29% | 85,991 | Common | SOLE |
| 82982L103 | SITE | SiteOne Landscape Supply Inc | $7.8M | 1.28% | 58,412 | Common | SOLE |
| 811707801 | SBCF | Seacoast Banking Corp of Florida | $7.7M | 1.26% | 252,880 | Common | SOLE |
| 913915104 | UTI | Universal Technical Institute Inc | $7.6M | 1.25% | 210,443 | Common | SOLE |
| G31249108 | ESTA | Establishment Labs Holdings Inc | $7.6M | 1.25% | 133,567 | Common | SOLE |
| 50012A108 | KGS | Kodiak Gas Services Inc | $7.5M | 1.23% | 128,194 | Common | SOLE |
| 920253101 | VMI | Valmont Industries Inc | $7.5M | 1.23% | 18,695 | Common | SOLE |
| 65487K100 | LASR | nLight Inc | $7.4M | 1.22% | 129,178 | Common | SOLE |
| 739128106 | POWL | Powell Industries Inc | $7.2M | 1.19% | 13,358 | Common | SOLE |
| 077454106 | BDC | Belden Inc | $7.2M | 1.19% | 62,914 | Common | SOLE |
| 01749D105 | ALGM | Allegro Microsystems Inc | $7.1M | 1.18% | 226,566 | Common | SOLE |
| 204166102 | CVLT | Commvault Systems Inc | $7.1M | 1.17% | 91,102 | Common | SOLE |
| G3323L100 | FN | Fabrinet | $7.0M | 1.16% | 13,425 | Common | SOLE |
| 553498106 | MSA | MSA Safety Inc | $6.9M | 1.14% | 42,070 | Common | SOLE |
| M20791105 | CAMT | Camtek Ltd | $6.9M | 1.13% | 45,284 | Common | SOLE |
| 42704L104 | HRI | Herc Holdings Inc | $6.8M | 1.11% | 67,893 | Common | SOLE |
| 149568107 | CVCO | Cavco Industries Inc | $6.7M | 1.11% | 13,839 | Common | SOLE |
| 750491102 | RDNT | RadNet Inc | $6.6M | 1.10% | 118,889 | Common | SOLE |
| 925550105 | VIAV | Viavi Solutions Inc | $6.6M | 1.09% | 199,138 | Common | SOLE |
| 607828100 | MOD | Modine Manufacturing Co | $6.6M | 1.08% | 30,286 | Common | SOLE |
| 92846Q107 | COCO | The Vita Coco Company Inc | $6.5M | 1.07% | 135,641 | Common | SOLE |
| 81725T100 | SXT | Sensient Technologies Corp | $6.4M | 1.06% | 74,309 | Common | SOLE |
| 830830105 | SKY | Champion Homes Inc | $6.4M | 1.06% | 86,298 | Common | SOLE |
| G76279101 | ROIV | Roivant Sciences Ltd | $6.3M | 1.04% | 227,093 | Common | SOLE |
| 759916109 | RGEN | Repligen Corp | $6.3M | 1.03% | 53,119 | Common | SOLE |
| 82489W107 | SHLS | Shoals Technologies Group Inc | $6.2M | 1.03% | 948,749 | Common | SOLE |
| 82982T106 | SITM | SiTime Corp | $6.2M | 1.02% | 17,895 | Common | SOLE |
| M5216V106 | GLBE | Global-e Online Ltd | $6.1M | 1.00% | 196,982 | Common | SOLE |
| 05605H100 | BWXT | BWX Technologies Inc | $6.1M | 1.00% | 29,676 | Common | SOLE |
| 825704109 | SIBN | SI-BONE Inc | $6.0M | 0.99% | 476,805 | Common | SOLE |
| 007973100 | AEIS | Advanced Energy Industries Inc | $6.0M | 0.99% | 18,559 | Common | SOLE |
| 34379V103 | FLNC | Fluence Energy Inc | $5.9M | 0.98% | 431,951 | Common | SOLE |
| 681116109 | OLLI | Ollies Bargain Outlet Holdings Inc | $5.5M | 0.91% | 59,860 | Common | SOLE |
| 006739106 | ADUS | Addus HomeCare Corp | $5.3M | 0.88% | 56,764 | Common | SOLE |
| M98068105 | WIX | Wix com Ltd | $5.3M | 0.88% | 58,930 | Common | SOLE |
| 099406100 | BOOT | Boot Barn Holdings Inc | $5.3M | 0.87% | 36,218 | Common | SOLE |
| 156504300 | CCS | Century Communities Inc | $5.1M | 0.85% | 89,567 | Common | SOLE |
| M87915274 | TSEM | Tower Semiconductor Ltd | $5.1M | 0.84% | 29,096 | Common | SOLE |
| 346375108 | FORM | FormFactor Inc | $5.0M | 0.82% | 51,061 | Common | SOLE |
| 859241101 | STRL | Sterling Infrastructure Inc | $4.9M | 0.80% | 11,954 | Common | SOLE |
| 68213N109 | OMCL | Omnicell Inc | $4.8M | 0.79% | 143,086 | Common | SOLE |
| 71367G102 | PWP | Perella Weinberg Partners | $4.7M | 0.78% | 260,184 | Common | SOLE |
| 00760J108 | AEHR | Aehr Test Systems | $4.7M | 0.78% | 126,991 | Common | SOLE |
| 44980X109 | IPGP | IPG Photonics Corp | $4.7M | 0.77% | 40,920 | Common | SOLE |
| 23282W605 | CYTK | Cytokinetics Inc | $4.6M | 0.76% | 69,583 | Common | SOLE |
| 41068X100 | HASI | HA Sustainable Infrastructure Capital Inc | $4.4M | 0.73% | 119,656 | Common | SOLE |
| 01741R102 | ATI | ATI Inc | $4.2M | 0.69% | 28,721 | Common | SOLE |
| 15643U104 | LEU | Centrus Energy Corp | $4.1M | 0.68% | 23,727 | Common | SOLE |
| 589378108 | MRCY | Mercury Systems Inc | $4.1M | 0.67% | 56,006 | Common | SOLE |
| 74275K108 | PCOR | Procore Technologies Inc | $4.0M | 0.66% | 69,671 | Common | SOLE |
| 19240Q201 | COGT | Cogent Biosciences Inc | $3.9M | 0.64% | 101,304 | Common | SOLE |
| 86881A100 | SGRY | Surgery Partners Inc | $3.8M | 0.63% | 322,246 | Common | SOLE |
| 92538J106 | VERX | Vertex Inc | $3.7M | 0.61% | 312,227 | Common | SOLE |
| 553368101 | MP | MP Materials Corp | $3.6M | 0.60% | 75,431 | Common | SOLE |
| 192576106 | COHU | Cohu Inc | $3.5M | 0.57% | 112,874 | Common | SOLE |
| 535219109 | LIND | Lindblad Expeditions Holdings Inc | $3.3M | 0.55% | 192,010 | Common | SOLE |
| 74276R102 | PRVA | Privia Health Group Inc | $3.3M | 0.54% | 158,641 | Common | SOLE |
| 45780R101 | IBP | Installed Building Products Inc | $3.3M | 0.54% | 12,269 | Common | SOLE |
| 135086106 | GOOS | Canada Goose Holdings Inc | $3.2M | 0.53% | 291,074 | Common | SOLE |
| 377322102 | GKOS | Glaukos Corp | $3.2M | 0.52% | 29,261 | Common | SOLE |
| 819047101 | SHAK | Shake Shack Inc | $3.1M | 0.52% | 35,573 | Common | SOLE |
| 40131M109 | GH | Guardant Health Inc | $3.1M | 0.51% | 33,330 | Common | SOLE |
| 72703X106 | PL | Planet Labs PBC | $3.0M | 0.49% | 106,263 | Common | SOLE |
| L44385109 | GLOB | Globant SA | $2.8M | 0.46% | 60,430 | Common | SOLE |
| 20464U100 | COMP | Compass Inc | $2.8M | 0.46% | 378,513 | Common | SOLE |
| 26856L103 | ELF | elf Beauty Inc | $2.7M | 0.45% | 45,064 | Common | SOLE |
| 02081G201 | ATEC | Alphatec Holdings Inc | $2.4M | 0.40% | 223,159 | Common | SOLE |
| 86366E106 | GPCR | Structure Therapeutics Inc | $2.3M | 0.38% | 47,551 | Common | SOLE |
| 68062P106 | OLMA | Olema Pharmaceuticals Inc | $2.0M | 0.33% | 136,108 | Common | SOLE |
| 144285103 | CRS | Carpenter Technology Corp | $1.7M | 0.29% | 4,418 | Common | NONE |
| 74766Q101 | QTRX | Quanterix Corp | $1.7M | 0.29% | 492,368 | Common | SOLE |
| 14070B309 | CAPR | Capricor Therapeutics Inc | $1.3M | 0.22% | 44,401 | Common | SOLE |
| 199908104 | FIX | Comfort Systems USA Inc | $1.3M | 0.21% | 938 | Common | SOLE |
| 446413106 | HII | Huntington Ingalls Industries | $1.1M | 0.19% | 2,980 | Common | SOLE |
| 892672106 | TW | Tradeweb Markets Inc | $959,635 | 0.16% | 8,156 | Common | SOLE |
| 879360105 | TDY | Teledyne Technologies Inc | $900,255 | 0.15% | 1,488 | Common | SOLE |
| 268150109 | DT | Dynatrace Inc | $851,132 | 0.14% | 23,016 | Common | SOLE |
| G6700G107 | NVT | nVent Electric PLC | $847,358 | 0.14% | 7,164 | Common | SOLE |
| 29977A105 | EVR | Evercore Inc | $744,185 | 0.12% | 2,493 | Common | SOLE |
| 609839105 | MPWR | Monolithic Power Systems Inc | $492,008 | 0.08% | 450 | Common | SOLE |
| 16411R208 | LNG | Cheniere Energy Inc | $403,223 | 0.07% | 1,421 | Common | SOLE |
| 252131107 | DXCM | Dexcom Inc | $374,790 | 0.06% | 5,968 | Common | SOLE |
| G87110105 | FTI | TechnipFMC plc | $7,466 | 0.00% | 108 | Common | SOLE |
| 82452J109 | FOUR | Shift4 Payments Inc | $5,729 | 0.00% | 131 | Common | SOLE |
| 55354G100 | MSCI | MSCI Inc | $4,851 | 0.00% | 9 | Common | SOLE |
| 955306105 | WST | West Pharmaceutical Services Inc | $4,512 | 0.00% | 18 | Common | SOLE |
| 33829M101 | FIVE | Five Below Inc | $3,884 | 0.00% | 17 | Common | SOLE |
| 882681109 | TXRH | Texas Roadhouse Inc | $3,798 | 0.00% | 23 | Common | SOLE |
| 29362U104 | ENTG | Entegris Inc | $3,283 | 0.00% | 28 | Common | SOLE |
| 23804L103 | DDOG | Datadog Inc | $3,069 | 0.00% | 26 | Common | SOLE |
| G93A5A101 | VIK | Viking Holdings Ltd | $2,939 | 0.00% | 40 | Common | SOLE |
| 45167R104 | IEX | IDEX Corp | $2,843 | 0.00% | 15 | Common | SOLE |
| 89055F103 | BLD | TopBuild Corp | $2,810 | 0.00% | 8 | Common | SOLE |
| 629377508 | NRG | NRG Energy Inc | $2,777 | 0.00% | 19 | Common | SOLE |
| 90384S303 | ULTA | Ulta Beauty Inc | $2,614 | 0.00% | 5 | Common | SOLE |
| 45168D104 | IDXX | IDEXX Laboratories Inc | $2,248 | 0.00% | 4 | Common | SOLE |
| 05464C101 | AXON | Axon Enterprise Inc | $2,123 | 0.00% | 5 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.