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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 21 of 42  ·  834 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 OKTA OKTA INC CL A Technology 503.0 $69K 0.01% -2K -79.8% $136.45 -1.0%
402 NVEC NVE CORP Technology 654.0 $68K 0.01% -11.0 -1.6% $104.55 +5.1%
403 GPRE GREEN PLAINS RENEWABLE ENERGY INC Basic Materials 4,413.0 $68K 0.01% -90.0 -2.0% $15.38 +5.7%
404 AN AUTONATION INC Consumer Cyclical 364.0 $68K 0.01% -9.0 -2.4% $185.79 +7.4%
405 OLP ONE LIBERTY PPTYS INC COM Real Estate 2,760.0 $67K 0.01% -24.0 -0.9% $24.42 -1.0%
406 TYL TYLER TECHNOLOGIES INC COM Technology 230.0 $67K 0.01% -22.0 -8.7% $292.46 +19.9%
407 AJG GALLAGHER ARTHUR J &CO Financial Services 293.0 $67K 0.01% -102.0 -25.8% $229.57 +14.9%
408 CTSH COGNIZANT TECH SOLUTIONS CORP Technology 1,725.0 $67K 0.01% -2K -52.6% $38.73 +59.7%
409 QNST QUINSTREET INC COM USD0.001 Communication Services 4,552.0 $67K 0.01% -1K -24.1% $14.65 +40.8%
410 VECO VEECO INSTRS INC Technology 878.0 $67K 0.01% -145.0 -14.2% $75.80 -36.9%
411 PINNACLE FINL PARTNERS 657.0 $66K 0.01% -26.0 -3.8% $100.88
412 CARG CARGURUS INC COM CL A Consumer Cyclical 1,934.0 $66K 0.01% -2K -48.5% $34.09 +8.1%
413 AIZ ASSURANT INC Financial Services 243.0 $65K 0.01% -3.0 -1.2% $268.53 +5.8%
414 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 1,449.0 $65K 0.01% -102.0 -6.6% $44.85
415 SNOW SNOWFLAKE INC COM SHS Technology 250.0 $64K 0.01% -88.0 -26.0% $254.50 +30.8%
416 FSV FIRSTSERVICE CORP NEW COM Real Estate 447.0 $64K 0.01% -1K -70.3% $142.11 +1.7%
417 CXM SPRINKLR INC CL A Technology 12,293.0 $63K 0.01% -5K -27.4% $5.16 +43.4%
418 AOSL ALPHA & OMEGA SEMICONDUCTOR LTD COM USD0.002 Technology 1,339.0 $63K 0.01% -76.0 -5.4% $47.33 -44.2%
419 INN SUMMIT HOTEL PPTYS COM Real Estate 8,910.0 $62K 0.01% -717.0 -7.5% $7.01 -12.1%
420 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 349.0 $62K 0.01% -712.0 -67.1% $178.59 +4.2%
Page 21 of 42  ·  834 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%