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Portfolio (Quarterly) Guide ↗

Pier Capital, LLC

· CIK 0001310051
13F Portfolio $755M AUM 129 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 41 Added 40 Reduced 21 Exited
Page 5 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 Installed Building Products Inc 19,214.0 $4.4M 0.58% +7K +56.6% $229.84
82 PL Planet Labs PBC Industrials 132,432.0 $4.4M 0.58% +26K +24.6% $33.13 -32.7%
83 AVEX Aevex Corp Industrials 207,402.0 $4.3M 0.57% NEW $20.89 -12.4%
84 SIBN SI-BONE Inc Healthcare 263,781.0 $4.3M 0.57% -213K -44.7% $16.32 +22.3%
85 DFTX Definium Therapeutics Inc Healthcare 88,598.0 $4.2M 0.55% NEW $47.04 -4.5%
86 PEGA Pegasystems Inc Technology 137,080.0 $4.1M 0.54% NEW $29.97 +12.0%
87 PRVA Privia Health Group Inc Healthcare 159,123.0 $4.1M 0.54% $25.73 -17.9%
88 CLPT ClearPoint Neuro Inc Healthcare 222,761.0 $4.0M 0.53% NEW $17.84 -13.7%
89 WOLF Wolfspeed Inc Technology 81,315.0 $3.9M 0.52% NEW $48.25 -46.6%
90 CARL Carlsmed Inc Healthcare 373,677.0 $3.9M 0.51% NEW $10.38 +54.6%
91 INFQ Infleqtion Inc Technology 278,389.0 $3.7M 0.49% NEW $13.32 +6.0%
92 Seaport Therapeutics Inc 169,985.0 $3.7M 0.49% NEW $21.72
93 KRUS Kura Sushi USA Inc Consumer Cyclical 63,394.0 $3.6M 0.48% NEW $57.56 -16.0%
94 VERX Vertex Inc Technology 316,071.0 $3.6M 0.48% +4K +1.2% $11.48 +17.3%
95 CRS Carpenter Technology Corp Industrials 5,789.0 $3.6M 0.47% +1K +31.0% $616.84 -20.2%
96 OLMA Olema Pharmaceuticals Inc Healthcare 220,699.0 $2.8M 0.37% +85K +62.1% $12.51 -14.5%
97 CAPR Capricor Therapeutics Inc Healthcare 111,908.0 $2.7M 0.36% +68K +152.0% $24.08 -73.9%
98 KYMR Kymera Therapeutics Inc Healthcare 16,948.0 $1.9M 0.26% NEW $114.67 +4.5%
99 VICR Vicor Corporation Technology 4,428.0 $1.7M 0.22% NEW $379.78 -47.2%
100 NXT Nextpower Inc Technology 13,912.0 $1.7M 0.22% NEW $119.14 -27.7%
Page 5 of 7  ·  129 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 29.1%
Industrials 26.3%
Healthcare 16.9%
Consumer Cyclical 10.3%
Financial Services 6.8%
Energy 3.8%
Consumer Defensive 2.5%
Basic Materials 2.4%
Communication Services 1.3%
Utilities 0.6%