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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 123 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 IMXI INTERNATIONAL MONEY EXPRESS COM Technology 331.0 $5K -2K -82.0% $14.45 -2.0%
2442 AAL AMERICAN AIRLINES GROUP INC COM Industrials 264.0 $5K -52.0 -16.5% $18.07 -23.7%
2443 LGN LEGENCE CORP CL A Industrials 55.0 $5K $85.24 -30.0%
2444 AMERICAN COASTAL INS CORP COM 418.0 $5K +266.0 +175.0% $11.10
2445 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 525.0 $5K $8.75 +32.7%
2446 IIIV I3 VERTICALS INC COM CL A Technology 215.0 $5K -496.0 -69.8% $21.36 -22.2%
2447 DGII DIGI INTL INC Technology 61.0 $5K $74.95 -0.4%
2448 DRS LEONARDO DRS INC COM Industrials 107.0 $5K $42.67 -5.4%
2449 TREE TREE.COM INC Financial Services 101.0 $4K -574.0 -85.0% $44.29 -30.1%
2450 EVCM EVERCOMMERCE INC COM Technology 444.0 $4K -137.0 -23.6% $10.06 -3.6%
2451 WAY WAYSTAR HLDG CORP COM Technology 216.0 $4K -351.0 -61.9% $20.53 +21.6%
2452 ASH ASHLAND INC COM Basic Materials 67.0 $4K +42.0 +168.0% $65.90 +10.9%
2453 AMPH AMPHASTAR PHARMACEUTICALS INC COM Healthcare 218.0 $4K $20.18 +6.5%
2454 GNL GLOBAL NET LEASE INC COM NEW Real Estate 483.0 $4K $8.94 +1.5%
2455 DFTX DEFINIUM THERAPEUTICS INC COM SHS Healthcare 90.0 $4K NEW $47.04 -4.1%
2456 MDLN MEDLINE INC COM CL A Healthcare 107.0 $4K NEW $39.44 -13.8%
2457 FSBC FIVE STAR BANCORP COM Financial Services 86.0 $4K $48.69 -7.6%
2458 CALX CALIX INC COM Technology 112.0 $4K +25.0 +28.7% $37.32 +7.4%
2459 OTEX OPEN TEXT CORP COM Technology 188.0 $4K -789.0 -80.8% $22.15 +10.5%
2460 JAKK JAKKS PACIFIC INC Consumer Cyclical 178.0 $4K $23.28 +8.9%
Page 123 of 138  ·  2,745 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%