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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 77 of 80  ·  1,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 49.0 $5K +1.0 +2.1% $97.92 +22.3%
1522 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 525.0 $5K +93.0 +21.5% $9.13 +10.6%
1523 SEZL SEZZLE INC COM Financial Services 74.0 $5K +73.0 +7300.0% $62.89 +74.9%
1524 BCRX BIOCRYST PHARMACEUTICALS INC COM Healthcare 482.0 $5K +328.0 +213.0% $9.52 -11.0%
1525 HCSG HEALTHCARE SERVICES GROUP INC Healthcare 247.0 $5K +50.0 +25.4% $18.55 +9.5%
1526 GAMESTOP CORP 194.0 $4K +83.0 +74.8% $23.04
1527 AAON AAON INC NEW Industrials 54.0 $4K +10.0 +22.7% $82.76 +70.5%
1528 ALGM ALLEGRO MICROSYSTEMS INC COM Technology 140.0 $4K +133.0 +1900.0% $31.53 +61.0%
1529 IAC IAC INC COM NEW Technology 109.0 $4K +75.0 +220.6% $40.03 +6.1%
1530 ICICI BANK LIMITED ADR 168.0 $4K +23.0 +15.9% $25.90
1531 FIP FTAI INFRASTRUCTURE INC COMMON STOCK Industrials 877.0 $4K +448.0 +104.4% $4.94 -6.1%
1532 CRNX CRINETICS PHARMACEUTICALS INC COM Healthcare 119.0 $4K +15.0 +14.4% $36.32 +1.3%
1533 RHP GAYLORD ENTERTAINMENT CO NEW Real Estate 46.0 $4K +17.0 +58.6% $92.26 +24.2%
1534 DHC SENIOR HOUSING PROPERTIES TRUST Real Estate 626.0 $4K +333.0 +113.7% $6.64 +32.8%
1535 BIRKENSTOCK HOLDING PLC COM SHS 112.0 $4K +45.0 +67.2% $35.83
1536 GCI LIBERTY INC COM SER A 108.0 $4K +106.0 +5300.0% $36.85
1537 OPCH BIOSCRIP INC Healthcare 147.0 $4K +7.0 +5.0% $26.92 -20.7%
1538 OTTR OTTER TAIL CORP COM Utilities 45.0 $4K +3.0 +7.1% $87.78 +0.6%
1539 RITM RITHM CAPITAL CORP COM NEW Real Estate 398.0 $4K +154.0 +63.1% $9.48 -2.2%
1540 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 48.0 $4K +28.0 +140.0% $78.02 +2.4%
Page 77 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%