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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 49 of 58  ·  1,150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 685.0 $17K 0.00% +159.0 +30.2% $25.26 +3.6%
962 ZETA ZETA GLOBAL HOLDINGS CORP CL A Technology 865.0 $17K 0.00% +326.0 +60.5% $19.68 +47.7%
963 BWMN BOWMAN CONSULTING GROUP LTD COM Industrials 582.0 $17K 0.00% +72.0 +14.1% $29.20 +45.9%
964 SHAK SHAKE SHACK INC CL A Consumer Cyclical 303.0 $17K 0.00% +298.0 +5960.0% $56.02 +35.3%
965 KAI KADANT INC Industrials 54.0 $17K 0.00% +2.0 +3.9% $314.22 -0.3%
966 NY COMMUNITY BANCORP INC 1,128.0 $17K 0.00% +443.0 +64.7% $14.94
967 CARS CARS COM INC COM Consumer Cyclical 1,530.0 $17K 0.00% +373.0 +32.2% $10.94 +11.7%
968 FSUN FIRSTSUN CAP BANCORP COM Financial Services 428.0 $17K 0.00% +153.0 +55.6% $38.78 +3.1%
969 HLF HERBALIFE LTD Consumer Defensive 1,256.0 $17K 0.00% +138.0 +12.3% $13.15 -3.8%
970 CHWY CHEWY INC CL A Consumer Cyclical 834.0 $16K 0.00% +228.0 +37.6% $19.65 +22.2%
971 CIFR CIPHER DIGITAL INC COM Financial Services 664.0 $16K 0.00% +551.0 +487.6% $24.50 -35.7%
972 RGTI RIGETTI COMPUTING INC COMMON STOCK Technology 840.0 $16K 0.00% +767.0 +1050.7% $19.32 -7.3%
973 NRDS NERDWALLET INC COM CL A Financial Services 1,749.0 $16K 0.00% +1K +151.3% $9.25 +6.8%
974 LYTS LSI INDS INC OHIO COM Technology 608.0 $16K 0.00% +121.0 +24.9% $26.58 -23.5%
975 AVB AVALONBAY CMNTYS INC Real Estate 84.0 $16K 0.00% +44.0 +110.0% $188.69 -2.5%
976 SRRK SCHOLAR ROCK HLDG CORP COM Healthcare 287.0 $16K 0.00% +159.0 +124.2% $55.00 +2.7%
977 AFG AMERICAN FINANCIAL GROUP INC COM Financial Services 112.0 $16K 0.00% +50.0 +80.7% $139.94 +2.7%
978 DAVE INC CLASS A COM NEW 42.0 $16K 0.00% +30.0 +250.0% $372.60
979 TEM TEMPUS AI INC CL A Healthcare 270.0 $16K 0.00% +189.0 +233.3% $57.93 +25.5%
980 BFLY BUTTERFLY NETWORK INC COM CL A Healthcare 1,851.0 $16K 0.00% +2K +1241.3% $8.42 +13.4%
Page 49 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%