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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 85 of 138  ·  2,745 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 APOGEE THERAPEUTICS INC COM 240.0 $32K 0.00% +11.0 +4.8% $132.73
1682 MGTX MEIRAGTX HLDGS PLC COM Healthcare 2,354.0 $32K 0.00% +82.0 +3.6% $13.51 +6.1%
1683 SMBK SMARTFINANCIAL INC COM NEW Financial Services 674.0 $32K 0.00% $46.92 +8.8%
1684 SEM SELECT MED HLDGS CORP COM Healthcare 1,915.0 $32K 0.00% $16.51 -0.0%
1685 NTB BANK OF N T BUTTERFIELD & SON SHS NEW Financial Services 531.0 $32K 0.00% $59.50 -1.5%
1686 INSM INSMED INC COM PAR $.01 Healthcare 296.0 $32K 0.00% -80.0 -21.3% $106.62 +18.0%
1687 MIR MIRION TECHNOLOGIES INC COM CL A Industrials 1,754.0 $31K 0.00% +369.0 +26.6% $17.93 -17.3%
1688 CNNE CANNAE HLDGS INC COM Consumer Cyclical 2,182.0 $31K 0.00% +645.0 +42.0% $14.40 +7.6%
1689 TNK TEEKAY TANKERS LTD CL A Energy 483.0 $31K 0.00% $64.87 +40.3%
1690 COUR COURSERA INC COM Consumer Defensive 5,555.0 $31K 0.00% +2K +63.2% $5.64 +6.4%
1691 GRPN GROUPON INC COM Communication Services 1,299.0 $31K 0.00% +625.0 +92.7% $24.06 -18.6%
1692 SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF 286.0 $31K 0.00% $109.26 +1.1%
1693 WGS GENEDX HOLDINGS CORP COM CL A Healthcare 455.0 $31K 0.00% -21.0 -4.4% $68.65 +26.8%
1694 JOBY JOBY AVIATION INC COMMON STOCK Industrials 3,500.0 $31K 0.00% $8.92 -15.6%
1695 LYFT LYFT INC CL A COM Technology 2,127.0 $31K 0.00% $14.61 +19.6%
1696 TRDA ENTRADA THERAPEUTICS INC COM Healthcare 4,221.0 $31K 0.00% +175.0 +4.3% $7.36 +2.9%
1697 CPNG COUPANG INC CL A Consumer Cyclical 1,787.0 $31K 0.00% -2K -56.4% $17.37 -5.3%
1698 BOW BOWHEAD SPECIALTY HLDGS INC COM SHS Financial Services 1,037.0 $31K 0.00% +751.0 +262.6% $29.93 +11.9%
1699 HTFL HEARTFLOW INC COM Healthcare 1,056.0 $31K 0.00% $29.34 +69.6%
1700 OBT ORANGE CNTY BANCORP INC COM Financial Services 842.0 $31K 0.00% -16.0 -1.9% $36.78 +3.3%
Page 85 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%