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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $1.0B AUM 2,777 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New 1584 Added 453 Reduced 86 Exited
Page 51 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 INFINITY NAT RES INC COM CL A 2,147.0 $38K 0.00% +651.0 +43.5% $17.61
1002 UAA UNDER ARMOUR INC CL A Consumer Cyclical 6,357.0 $38K 0.00% +5K +297.6% $5.91 +1.6%
1003 MOV MOVADO GROUP INC Consumer Cyclical 1,537.0 $38K 0.00% +184.0 +13.6% $24.42 +46.0%
1004 DOCS DOXIMITY INC CL A Healthcare 1,608.0 $37K 0.00% +2K +8833.3% $23.30 -8.8%
1005 MBUU MALIBU BOATS INC COM CL A Consumer Cyclical 1,445.0 $37K 0.00% +1K +419.8% $25.92 +7.8%
1006 EVTC EVERTEC INC COM Technology 1,325.0 $37K 0.00% +1K +559.2% $28.22 -13.6%
1007 NEOG NEOGEN CORP Healthcare 4,001.0 $37K 0.00% +3K +209.4% $9.29 +1.2%
1008 NPO ENPRO INDS INC Industrials 148.0 $37K 0.00% +57.0 +62.6% $250.65 +25.0%
1009 J JACOBS SOLUTIONS INC COM Industrials 290.0 $37K 0.00% +21.0 +7.8% $127.28 -7.0%
1010 BFS SAUL CENTERS INC Real Estate 1,129.0 $37K 0.00% +177.0 +18.6% $32.58 +6.9%
1011 ECPG ENCORE CAPITAL GROUP INC Financial Services 520.0 $36K 0.00% +36.0 +7.4% $70.12 +14.7%
1012 SAIL SAILPOINT INC COM Technology 2,751.0 $36K 0.00% +3K +9070.0% $13.24 +26.1%
1013 PAYSAFE LIMITED SHS 5,297.0 $36K 0.00% +4K +445.0% $6.81
1014 LPX LOUISIANA PACIFIC Basic Materials 495.0 $36K 0.00% +141.0 +39.8% $72.75 +4.8%
1015 MGEE MGE ENERGY INC COM Utilities 464.0 $36K 0.00% +84.0 +22.1% $77.29 -1.9%
1016 EQR EQUITY RESIDENTIAL Real Estate 606.0 $36K 0.00% +438.0 +260.7% $59.15 +12.0%
1017 FLYW FLYWIRE CORPORATION COM VTG Technology 3,077.0 $36K 0.00% +681.0 +28.4% $11.64 +37.5%
1018 ASAN ASANA INC CL A Technology 5,593.0 $36K 0.00% +6K +9543.1% $6.40 +6.1%
1019 ORA ORMAT TECHNOLOGIES INC COM Utilities 319.0 $36K 0.00% +19.0 +6.3% $111.92 +22.6%
1020 GFF GRIFFON CORP COM Industrials 491.0 $36K 0.00% +447.0 +1015.9% $72.68 +21.4%
Page 51 of 80  ·  1,584 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 18.0%
Industrials 10.1%
Consumer Cyclical 8.8%
Healthcare 8.5%
Communication Services 5.6%
Energy 4.7%
Consumer Defensive 4.0%
Real Estate 2.7%
Utilities 2.7%