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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $1.1B AUM 2,745 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 104 New 1150 Added 834 Reduced 135 Exited
Page 26 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 TCMD TACTILE SYS TECHNOLOGY INC COM Healthcare 3,285.0 $98K 0.01% +876.0 +36.4% $29.78 -20.0%
502 PIPR PIPER JAFFRAY COS Financial Services 1,352.0 $98K 0.01% +388.0 +40.2% $72.34 +3.7%
503 PRVA PRIVIA HEALTH GROUP INC COM Healthcare 3,800.0 $98K 0.01% +290.0 +8.3% $25.73 -17.9%
504 WPC WP CAREY INC COM Real Estate 1,367.0 $98K 0.01% +309.0 +29.2% $71.50 -0.4%
505 ACIW ACI WORLDWIDE INC COM Technology 1,938.0 $97K 0.01% +1K +109.7% $50.29 +3.1%
506 RUSHA RUSH ENTERPRISES INC CL A Consumer Cyclical 1,333.0 $97K 0.01% +993.0 +292.1% $72.98 +7.9%
507 CSGP COSTAR GRP INC Real Estate 3,431.0 $97K 0.01% +2K +227.7% $28.32 +13.9%
508 ANNALY CAPITAL MANAGEMENT INC 4,343.0 $97K 0.01% +3K +198.7% $22.36
509 JACK JACK IN THE BOX INC Consumer Cyclical 6,107.0 $97K 0.01% +3K +106.7% $15.81 +9.0%
510 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 669.0 $95K 0.01% +481.0 +255.8% $142.21 +5.6%
511 TECK TECK RESOURCES LTD CL B Basic Materials 1,587.0 $94K 0.01% +736.0 +86.5% $59.46 +16.4%
512 SAIC SCIENCE APPLICATIONS INTERNA Technology 854.0 $94K 0.01% +520.0 +155.7% $110.41 +16.0%
513 EQR EQUITY RESIDENTIAL Real Estate 1,384.0 $94K 0.01% +778.0 +128.4% $67.93 -6.3%
514 BL BLACKLINE INC COM Technology 3,330.0 $93K 0.01% +2K +263.1% $28.07 +13.4%
515 GOLF ACUSHNET HLDGS CORP COM Consumer Cyclical 788.0 $93K 0.01% +92.0 +13.2% $118.53 -25.1%
516 SG SWEETGREEN INC COM CL A Consumer Cyclical 10,518.0 $93K 0.01% +7K +241.5% $8.81 -20.7%
517 DSGX DESCARTES SYS GROUP INC COM Technology 1,338.0 $93K 0.01% +429.0 +47.2% $69.24 +13.0%
518 RVMD REVOLUTION MEDICINES INC COM Healthcare 494.0 $93K 0.01% +34.0 +7.4% $187.28 +11.8%
519 FTRE FORTREA HLDGS INC COMMON STOCK Healthcare 5,317.0 $93K 0.01% +188.0 +3.7% $17.40 +5.7%
520 WEX WEX INC COM Technology 655.0 $92K 0.01% +233.0 +55.2% $141.09 +41.7%
Page 26 of 58  ·  1,150 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 35.3%
Financial Services 17.4%
Industrials 10.5%
Healthcare 8.5%
Consumer Cyclical 8.4%
Communication Services 4.3%
Energy 3.8%
Consumer Defensive 3.7%
Real Estate 2.7%
Utilities 2.7%