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Portfolio (Quarterly) Guide ↗

Versant Capital Management, Inc

· CIK 0001735057
13F Portfolio $1.0B AUM 2,777 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New 1584 Added 453 Reduced 86 Exited
Page 36 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 PAYX PAYCHEX INC Industrials 966.0 $89K 0.01% +825.0 +585.1% $92.12 +3.9%
702 PRI PRIMERICA INC COM Financial Services 355.0 $89K 0.01% +152.0 +74.9% $250.48 +6.9%
703 FIS FIDELITY NATL INFO SVCS Technology 1,893.0 $89K 0.01% +1K +283.2% $46.91 -10.4%
704 GDDY GODADDY INC CL A Technology 1,074.0 $89K 0.01% +856.0 +392.7% $82.67 +4.4%
705 MBC MASTERBRAND INC COMMON STOCK Consumer Cyclical 10,671.0 $89K 0.01% +9K +649.4% $8.31 +12.6%
706 RGA REINSURANCE GROUP AMER INC Financial Services 434.0 $89K 0.01% +251.0 +137.2% $204.16 +0.2%
707 CAE CAE INC COM Industrials 3,387.0 $88K 0.01% +1K +48.7% $26.05 -1.4%
708 TEAM ATLASSIAN CORPORATION CL A Technology 1,292.0 $88K 0.01% +1K +2976.2% $68.25 +39.2%
709 ALGN ALIGN TECHNOLOGY INC Healthcare 514.0 $88K 0.01% +472.0 +1123.8% $171.43 +1.2%
710 ALGT ALLEGIANT TRAVEL CO Industrials 1,080.0 $88K 0.01% +17.0 +1.6% $81.04 +11.9%
711 ASTS AST SPACEMOBILE INC COM CL A Technology 1,056.0 $88K 0.01% +331.0 +45.7% $82.87 +59.3%
712 VTR VENTAS INC Real Estate 1,068.0 $87K 0.01% +674.0 +171.1% $81.78 +5.6%
713 SEADRILL LTD COM 1,916.0 $87K 0.01% +44.0 +2.4% $45.50
714 TDG TRANSDIGM GROUP INC COM DELAWARE Industrials 75.0 $87K 0.01% +27.0 +56.2% $1158.96 +8.9%
715 MLM MARTIN MARIETTA MATLS INC Basic Materials 147.0 $87K 0.01% +45.0 +44.1% $588.68 -2.7%
716 TYL TYLER TECHNOLOGIES INC COM Technology 252.0 $86K 0.01% +190.0 +306.4% $342.38 -10.2%
717 AMPL AMPLITUDE INC COM CL A Technology 12,569.0 $86K 0.01% +10K +404.4% $6.82 +1.2%
718 AJG GALLAGHER ARTHUR J &CO Financial Services 395.0 $86K 0.01% +119.0 +43.1% $216.58 -6.4%
719 FIBK FIRST INTST BANCSYSTEM INC COM Financial Services 2,560.0 $86K 0.01% +1K +71.0% $33.40 +6.4%
720 WT WISDOMTREE INC COM Financial Services 5,843.0 $85K 0.01% +239.0 +4.3% $14.56 +26.1%
Page 36 of 80  ·  1,584 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 32.3%
Financial Services 18.0%
Industrials 10.1%
Consumer Cyclical 8.8%
Healthcare 8.5%
Communication Services 5.6%
Energy 4.7%
Consumer Defensive 4.0%
Real Estate 2.7%
Utilities 2.7%