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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 66 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 CHWY CHEWY INC CL A Consumer Cyclical 606.0 $16K 0.00% +395.0 +187.2% $27.00 -21.5%
1302 HSTM HEALTHSTREAM INC COM Healthcare 782.0 $16K 0.00% +594.0 +316.0% $20.71 +16.9%
1303 FIRST FNDTN INC COM 2,744.0 $16K 0.00% +351.0 +14.7% $5.90
1304 PATHWARD FINANCIAL INC COM 181.0 $16K 0.00% +13.0 +7.7% $89.23
1305 PAR PAR TECHNOLOGY CORP COM Technology 1,201.0 $16K 0.00% +773.0 +180.6% $13.33 +11.4%
1306 RXO RXO INC COMMON STOCK Industrials 1,095.0 $16K 0.00% +143.0 +15.0% $14.62 +72.1%
1307 SG SWEETGREEN INC COM CL A Consumer Cyclical 3,080.0 $16K 0.00% +767.0 +33.2% $5.19 +97.4%
1308 BRO BROWN & BROWN INC Financial Services 245.0 $16K 0.00% +16.0 +7.0% $65.21 -12.4%
1309 NEWT NEWTEKONE INC COM NEW Financial Services 1,459.0 $16K 0.00% +603.0 +70.4% $10.95 +26.6%
1310 DAWN DAY ONE BIOPHARMACEUTICALS INC COM Healthcare 742.0 $16K 0.00% +138.0 +22.9% $21.44 +0.4%
1311 IIIV I3 VERTICALS INC COM CL A Technology 711.0 $16K 0.00% +442.0 +164.3% $22.36 -10.4%
1312 BWB BRIDGEWATER BANCSHARES INC COM Financial Services 891.0 $16K 0.00% +20.0 +2.3% $17.70 +6.8%
1313 SMMT SUMMIT THERAPEUTICS INC COM Healthcare 831.0 $16K 0.00% +821.0 +8210.0% $18.96 -9.4%
1314 ALTG ALTA EQUIPMENT GROUP INC COMMON STOCK Industrials 2,926.0 $16K 0.00% +701.0 +31.5% $5.37 +17.5%
1315 UBSI UNITED BANKSHARES INC W. VA Financial Services 376.0 $16K 0.00% +52.0 +16.1% $41.42 +4.2%
1316 OUSTER INC COM NEW 847.0 $16K 0.00% +214.0 +33.8% $18.37
1317 AGNC AMERICAN CAPITAL AGENCY CORP. Real Estate 1,551.0 $16K 0.00% +879.0 +130.8% $10.03 +4.9%
1318 KD KYNDRYL HLDGS INC COMMON STOCK Technology 1,185.0 $16K 0.00% +773.0 +187.6% $13.12 -11.2%
1319 HRI HERC HLDGS INC COM Industrials 156.0 $16K 0.00% +151.0 +3020.0% $99.55 +38.3%
1320 WEAV WEAVE COMMUNICATIONS INC COM Technology 3,359.0 $16K 0.00% +3K +752.5% $4.62 +20.9%
Page 66 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%