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Portfolio (Quarterly) Guide ↗

RENAISSANCE GROUP LLC

· CIK 0000944234
13F Portfolio $2.4B AUM 234 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 61 Added 137 Reduced 31 Exited
Page 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CTRE CARETRUST REIT INC Real Estate 298,492.0 $10.9M 0.46% +53K +21.4% $36.65 +12.3%
22 PLMR PALOMAR HLDGS INC Financial Services 89,462.0 $10.7M 0.45% +23K +33.7% $119.50 -4.7%
23 IESC IES HLDGS INC Industrials 21,648.0 $10.3M 0.43% +6K +34.7% $476.47 +38.4%
24 AX AXOS FINANCIAL INC Financial Services 113,384.0 $9.6M 0.40% +22K +23.8% $85.09 +1.2%
25 PRIM PRIMORIS SVCS CORP Industrials 66,686.0 $9.5M 0.40% +11K +20.5% $143.04 -17.8%
26 HURN HURON CONSULTING GROUP INC Industrials 73,626.0 $9.4M 0.39% +13K +21.9% $127.49 -17.3%
27 TMDX TRANSMEDICS GROUP INC Healthcare 93,543.0 $9.3M 0.39% +16K +21.1% $99.41 -30.7%
28 BDC BELDEN INC Technology 80,844.0 $9.3M 0.39% +16K +23.9% $114.83 -7.7%
29 SFM SPROUTS FMRS MKT INC Consumer Defensive 119,946.0 $9.3M 0.39% +57K +91.9% $77.13 +12.4%
30 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 333,109.0 $9.0M 0.38% +99K +42.2% $26.94 +19.0%
31 BCO BRINKS CO Industrials 86,044.0 $8.9M 0.37% +20K +30.8% $103.63 +1.1%
32 NMIH NMI HLDGS INC Financial Services 227,456.0 $8.5M 0.36% +45K +24.9% $37.51 -0.3%
33 UFPT UFP TECHNOLOGIES INC Healthcare 43,885.0 $8.5M 0.36% +6K +15.3% $193.60 +18.3%
34 KNSL KINSALE CAP GROUP INC Financial Services 24,754.0 $8.5M 0.35% +7K +43.4% $341.66 -9.2%
35 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 73,322.0 $8.5M 0.35% +27K +57.3% $115.25 +8.6%
36 MMSI MERIT MED SYS INC Healthcare 122,551.0 $8.4M 0.35% +30K +32.6% $68.93 -6.9%
37 PRVA PRIVIA HEALTH GROUP INC Healthcare 407,308.0 $8.4M 0.35% +79K +24.2% $20.57 +10.8%
38 HQY HEALTHEQUITY INC Healthcare 98,314.0 $8.2M 0.34% +19K +23.7% $83.57 +5.4%
39 LMB LIMBACH HLDGS INC Industrials 104,828.0 $8.2M 0.34% +38K +57.8% $78.05 -8.6%
40 EXLS EXLSERVICE HOLDINGS INC Technology 252,806.0 $7.7M 0.32% +67K +36.0% $30.45 -3.1%
Page 2 of 4  ·  61 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 32.7%
Healthcare 16.1%
Industrials 12.3%
Consumer Cyclical 12.2%
Financial Services 11.8%
Communication Services 6.4%
Consumer Defensive 4.4%
Real Estate 2.1%
Utilities 1.1%
Basic Materials 0.6%