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Portfolio (Quarterly) Guide ↗

Legato Capital Management LLC

· CIK 0001442641
13F Portfolio $1.2B AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 750 New
Page 34 of 38  ·  750 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PCTY PAYLOCITY HOLDING CORPORATION Technology 2,169.0 $331K 0.03% NEW $152.50 -28.6%
662 NG NOVAGOLD RESOURCES INC Basic Materials 35,351.0 $329K 0.03% NEW $9.32 -13.5%
663 SQUARE INC 5,020.0 $327K 0.03% NEW $65.09
664 OKTA OKTA INC Technology 3,774.0 $326K 0.03% NEW $86.47 +3.5%
665 ISTR INVESTAR HOLDING CORPORATION Financial Services 12,121.0 $324K 0.03% NEW $26.72 +6.0%
666 HLNE HAMILTON LANE INC CL A Financial Services 2,411.0 $324K 0.03% NEW $134.31 -32.6%
667 MORN MORNINGSTAR INC Financial Services 1,485.0 $323K 0.03% NEW $217.31 -18.7%
668 NVEC NVE CORP Technology 5,387.0 $320K 0.03% NEW $59.33 +58.8%
669 GDDY GODADDY INC Technology 2,572.0 $319K 0.03% NEW $124.08 -29.6%
670 PTC PARAMETRIC TECHNOLOGY CORP Technology 1,792.0 $312K 0.03% NEW $174.21 -18.3%
671 EME EMCOR GROUP INC Industrials 510.0 $312K 0.03% NEW $611.79 +39.8%
672 BFAM BRIGHT HORIZONS FAMILY SOLUTIO Consumer Cyclical 3,054.0 $310K 0.03% NEW $101.40 -38.3%
673 HRTG HERITAGE INSURANCE HOLDINGS IN Financial Services 10,516.0 $308K 0.03% NEW $29.26 -24.4%
674 HLI HOULIHAN LOKEY INC Financial Services 1,750.0 $305K 0.03% NEW $174.19 -15.5%
675 UI UBIQUITI INC Technology 548.0 $303K 0.03% NEW $553.35 +10.2%
676 ESE ESCO TECHNOLOGIES INC Technology 1,551.0 $303K 0.03% NEW $195.39 +54.9%
677 SFNC SIMMONS FIRST NATL CORP CL A Financial Services 15,906.0 $300K 0.03% NEW $18.85 +13.3%
678 DUOL DUOLINGO INC CL A COM Technology 1,657.0 $291K 0.03% NEW $175.50 -38.6%
679 USCB USCB FINANCIAL HOLDINGS INC CL Financial Services 15,747.0 $290K 0.03% NEW $18.42 +0.5%
680 IBKR INTERACTIVE BROKERS GRO CL A Financial Services 4,502.0 $290K 0.03% NEW $64.31 +25.9%
Page 34 of 38  ·  750 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 18.6%
Healthcare 17.0%
Financial Services 13.7%
Consumer Cyclical 11.0%
Communication Services 4.1%
Energy 3.0%
Consumer Defensive 2.7%
Basic Materials 1.6%
Utilities 1.5%