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Portfolio (Quarterly) Guide ↗

FRONTIER CAPITAL MANAGEMENT CO LLC

· CIK 0000351173
13F Portfolio $9.4B AUM 295 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 25 New 90 Added 170 Reduced 27 Exited
Page 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RYZ RYERSON HLDG CORP Consumer Defensive 374,908.0 $9.4M 0.10% +114K +43.9% $25.16 +8.7%
82 TYL TYLER TECHNOLOGIES INC Technology 20,711.0 $9.4M 0.10% +8K +68.1% $453.94 -32.3%
83 OKTA OKTA INC Technology 94,140.0 $8.1M 0.09% +20K +26.9% $86.47 +8.5%
84 CCOI COGENT COMMUNICATIONS HLDGS Communication Services 345,803.0 $7.5M 0.08% +84K +32.0% $21.56 -7.4%
85 PRCT PROCEPT BIOROBOTICS CORP Healthcare 234,180.0 $7.4M 0.08% +129K +122.0% $31.46 -12.7%
86 SG SWEETGREEN INC Consumer Cyclical 1,051,122.0 $7.1M 0.07% +318K +43.3% $6.76 +37.0%
87 SOLENO THERAPEUTICS INC 119,695.0 $5.5M 0.06% +1K +1.1% $46.30
88 LAMR LAMAR ADVERTISING CO NEW Real Estate 2,544.0 $322K 0.00% +451.0 +21.6% $126.58 +21.8%
89 LKQ LKQ CORP Consumer Cyclical 8,916.0 $269K 0.00% +1K +19.0% $30.20 -9.8%
90 GNRC GENERAC HLDGS INC Industrials 1,887.0 $257K 0.00% +159.0 +9.2% $136.37 +101.5%
Page 5 of 5  ·  90 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 25.4%
Industrials 22.4%
Healthcare 13.7%
Financial Services 12.6%
Consumer Cyclical 10.9%
Real Estate 3.9%
Basic Materials 3.1%
Energy 3.0%
Consumer Defensive 2.9%
Communication Services 1.2%