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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 54 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 SNX SYNNEX CORP Technology 195.0 $33K 0.00% +22.0 +12.7% $168.71 +46.2%
1062 ASTE ASTEC INDS INC COM Industrials 608.0 $33K 0.00% +387.0 +175.1% $53.84 -6.1%
1063 AIN ALBANY INTL CORP NEWCL A Consumer Cyclical 626.0 $33K 0.00% +618.0 +7725.0% $52.21 +22.9%
1064 ESAB ESAB CORPORATION COM Industrials 338.0 $33K 0.00% +258.0 +322.5% $96.66 -3.3%
1065 SAIA SAIA INC COM Industrials 93.0 $33K 0.00% +45.0 +93.8% $351.28 +35.4%
1066 U UNITY SOFTWARE INC COM Technology 1,483.0 $33K 0.00% +847.0 +133.2% $21.94 +32.4%
1067 BOKF BOK FINANCIAL CORP NEW Financial Services 254.0 $33K 0.00% +131.0 +106.5% $128.06 +0.3%
1068 CTS CTS CORP COM Technology 676.0 $32K 0.00% +378.0 +126.8% $47.76 +36.2%
1069 LNN LINDSAY CORPORATION Industrials 270.0 $32K 0.00% +2.0 +0.8% $119.07 -7.1%
1070 LSCC LATTICE SEMICONDUCTOR COM Technology 346.0 $32K 0.00% +37.0 +12.0% $92.76 +58.9%
1071 XPEL XPEL INC COM Consumer Cyclical 725.0 $32K 0.00% +5.0 +0.7% $44.26 +8.5%
1072 GDYN GRID DYNAMICS HLDGS INC CL A Technology 5,629.0 $32K 0.00% +3K +116.2% $5.70 +25.5%
1073 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 468.0 $32K 0.00% +345.0 +280.5% $68.44 +11.6%
1074 KEX KIRBY CORPORATION Industrials 240.0 $32K 0.00% +212.0 +757.1% $132.88 +7.0%
1075 FLEX FLEXTRONICS INTL LTD F Technology 487.0 $32K 0.00% +359.0 +280.5% $65.46 +122.8%
1076 GREIF INC CL B 364.0 $32K 0.00% +58.0 +18.9% $87.54
1077 GEF GREIF INC CL A Consumer Cyclical 475.0 $32K 0.00% +178.0 +59.9% $67.07 -5.2%
1078 UGI UGI CORP NEW COM Utilities 871.0 $32K 0.00% +335.0 +62.5% $36.42 -4.7%
1079 SAIC SCIENCE APPLICATIONS INTERNA Technology 334.0 $32K 0.00% +156.0 +87.6% $94.92 +9.6%
1080 LINE LINEAGE INC COM Real Estate 967.0 $32K 0.00% +710.0 +276.3% $32.76 +36.1%
Page 54 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%