Funds › Van Berkom & Associates Inc.
Van Berkom & Associates Inc.
13F for Q3 2026, filed Nov 4, 2026. 63 positions worth $2.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Reported in thousands of dollars; shown in dollars. The filing on the SEC site shows the figures as filed.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | ENSG The Ensign Group, Inc. | 586,002 | $100.8M | 3.6% | -6.0% | 13F ↗ |
| 2 | VCTR Victory Capital Holdings, Inc. | 898,526 | $99.4M | 3.5% | -26.6% | 13F ↗ |
| 3 | LAUR Laureate Education, Inc. | 2.44M | $93.1M | 3.3% | -10.5% | 13F ↗ |
| 4 | CCC CCC Intelligent Solutions Holdings Inc. | 13.26M | $88.3M | 3.1% | -5.9% | 13F ↗ |
| 5 | LOPE Grand Canyon Education, Inc. | 558,645 | $84.7M | 3.0% | +2.5% | 13F ↗ |
| 6 | PNTG The Pennant Group, Inc. | 2.17M | $84.5M | 3.0% | -8.6% | 13F ↗ |
| 7 | CRL Charles River Laboratories International, Inc. | 285,107 | $84.1M | 3.0% | -36.6% | 13F ↗ |
| 8 | GTES Gates Industrial Corporation Ltd. | 2.93M | $76.9M | 2.7% | New | 13F ↗ |
| 9 | DOCN DigitalOcean Holdings, Inc. | 570,525 | $76.1M | 2.7% | -7.1% | 13F ↗ |
| 10 | PRVA Privia Health Group, Inc. | 3.69M | $72.6M | 2.6% | -0.7% | 13F ↗ |
| 11 | SNEX StoneX Group Inc. | 1.11M | $71.9M | 2.6% | -0.6% | 13F ↗ |
| 12 | AWI Armstrong World Industries Inc | 437,275 | $70.8M | 2.5% | -5.9% | 13F ↗ |
| 13 | TTEK Tetra Tech, Inc. | 2.14M | $70.4M | 2.5% | -13.5% | 13F ↗ |
| 14 | HLNE Hamilton Lane Incorporated | 804,106 | $69.8M | 2.5% | -9.1% | 13F ↗ |
| 15 | FIVN Five9, Inc. | 2.00M | $68.1M | 2.4% | -35.6% | 13F ↗ |
| 16 | FSS Federal Signal Corporation | 603,259 | $66.8M | 2.4% | -11.6% | 13F ↗ |
| 17 | PCTY Paylocity Holding Corporation | 463,399 | $66.1M | 2.4% | -18.1% | 13F ↗ |
| 18 | OZK Bank OZK | 1.42M | $65.3M | 2.3% | -11.5% | 13F ↗ |
| 19 | ORA Ormat Technologies, Inc. | 706,446 | $64.6M | 2.3% | +47.2% | 13F ↗ |
| 20 | HLI Houlihan Lokey, Inc. | 508,072 | $64.2M | 2.3% | +16.4% | 13F ↗ |
| 21 | SPSC SPS Commerce, Inc. | 770,136 | $63.5M | 2.3% | +22.2% | 13F ↗ |
| 22 | RLI RLI Corp. | 1.15M | $63.4M | 2.3% | -19.3% | 13F ↗ |
| 23 | PRIM Primoris Services Corporation | 845,215 | $63.0M | 2.2% | +66.0% | 13F ↗ |
| 24 | EEFT Euronet Worldwide, Inc. | 985,261 | $61.9M | 2.2% | -12.9% | 13F ↗ |
| 25 | SHAK Shake Shack, Inc. | 1.05M | $61.9M | 2.2% | -0.3% | 13F ↗ |
| 26 | CHE Chemed Corp | 120,960 | $61.1M | 2.2% | -25.7% | 13F ↗ |
| 27 | STVN Stevanato Group S.p.A. | 2.86M | $60.0M | 2.1% | -3.7% | 13F ↗ |
| 28 | RDNT RadNet, Inc. | 846,918 | $58.4M | 2.1% | -29.0% | 13F ↗ |
| 29 | PLNT Planet Fitness, Inc. | 1.38M | $58.3M | 2.1% | +9.4% | 13F ↗ |
| 30 | SPXC SPX Technologies, Inc. | 343,103 | $58.2M | 2.1% | +17.3% | 13F ↗ |
| 31 | OPCH Option Care Health, Inc. | 2.58M | $58.1M | 2.1% | +18.2% | 13F ↗ |
| 32 | ROAD Construction Partners, Inc. | 606,302 | $54.6M | 1.9% | +45.5% | 13F ↗ |
| 33 | ESAB ESAB Corporation | 821,499 | $54.1M | 1.9% | +24.4% | 13F ↗ |
| 34 | CHWY Chewy, Inc. | 2.87M | $52.2M | 1.9% | New | 13F ↗ |
| 35 | BV BrightView Holdings, Inc. | 5.19M | $51.9M | 1.8% | +3.4% | 13F ↗ |
| 36 | FCN FTI Consulting, Inc. | 366,045 | $49.2M | 1.8% | -5.9% | 13F ↗ |
| 37 | YETI YETI Holdings, Inc. | 1.19M | $48.7M | 1.7% | -2.0% | 13F ↗ |
| 38 | MOD Modine Manufacturing Company | 249,114 | $46.6M | 1.7% | +13.8% | 13F ↗ |
| 39 | WSC WillScot Holdings Corporation | 2.61M | $44.8M | 1.6% | +6.4% | 13F ↗ |
| 40 | FND Floor & Decor Holdings, Inc. | 925,149 | $42.4M | 1.5% | -5.9% | 13F ↗ |
| 41 | BMI Badger Meter, Inc. | 317,941 | $39.3M | 1.4% | -3.8% | 13F ↗ |
| 42 | PXED Phoenix Education Partners, Inc. | 1.32M | $33.7M | 1.2% | -1.2% | 13F ↗ |
| 43 | CSW CSW Industrials, Inc. | 82,767 | $23.8M | 0.8% | +864% | 13F ↗ |
| 44 | NMIH NMI Holdings Inc | 434,983 | $16.2M | 0.6% | -76.6% | 13F ↗ |
| 45 | MMS Maximus, Inc. | 132,403 | $7.0M | 0.3% | -87.8% | 13F ↗ |
| 46 | KLIC Kulicke and Soffa Industries, Inc. | 45,202 | $4.3M | 0.2% | +133% | 13F ↗ |
| 47 | BGSI Boyd Group Services Inc. | 42,812 | $3.4M | 0.1% | -30.5% | 13F ↗ |
| 48 | LAZ Lazard, Inc. | 84,889 | $3.1M | 0.1% | +8.3% | 13F ↗ |
| 49 | BOOT Boot Barn Holdings, Inc. | 25,373 | $3.1M | 0.1% | New | 13F ↗ |
| 50 | CIGI Colliers International Group Inc. · Sub Vtg Shs | 33,526 | $3.0M | 0.1% | -44.7% | 13F ↗ |
Changes since Q2 2026
6 new, 18 added to, 39 trimmed, 10 exited, 0 unchanged. By estimated dollars.
New positions (6)
Added to (18)
| PRIM Primoris Services Corporation | 845,215 | +66.0% | $25.0M |
| CSW CSW Industrials, Inc. | 82,767 | +864% | $21.4M |
| ORA Ormat Technologies, Inc. | 706,446 | +47.2% | $20.7M |
| ROAD Construction Partners, Inc. | 606,302 | +45.5% | $17.1M |
| SPSC SPS Commerce, Inc. | 770,136 | +22.2% | $11.5M |
| ESAB ESAB Corporation | 821,499 | +24.4% | $10.6M |
| HLI Houlihan Lokey, Inc. | 508,072 | +16.4% | $9.1M |
| OPCH Option Care Health, Inc. | 2.58M | +18.2% | $8.9M |
| SPXC SPX Technologies, Inc. | 343,103 | +17.3% | $8.6M |
| MOD Modine Manufacturing Company | 249,114 | +13.8% | $5.6M |
Trimmed (39)
| NMIH NMI Holdings Inc | 434,983 | -76.6% | -$53.1M |
| MMS Maximus, Inc. | 132,403 | -87.8% | -$50.8M |
| CRL Charles River Laboratories International, Inc. | 285,107 | -36.6% | -$48.5M |
| FIVN Five9, Inc. | 2.00M | -35.6% | -$37.7M |
| VCTR Victory Capital Holdings, Inc. | 898,526 | -26.6% | -$36.1M |
| RDNT RadNet, Inc. | 846,918 | -29.0% | -$23.9M |
| CHE Chemed Corp | 120,960 | -25.7% | -$21.1M |
| RLI RLI Corp. | 1.15M | -19.3% | -$15.2M |
| PCTY Paylocity Holding Corporation | 463,399 | -18.1% | -$14.6M |
| TTEK Tetra Tech, Inc. | 2.14M | -13.5% | -$11.0M |
Exited (10)
| Gates Industrial Corp plc | 3.11M | Exited | -$86.9M |
| GO Grocery Outlet Holding Corp. | 175,702 | Exited | -$1.8M |
| SLAB Silicon Laboratories, Inc. | 6,452 | Exited | -$1.4M |
| iShares Inc | 11,668 | Exited | -$1.3M |
| SGI Somnigroup International Inc. | 15,360 | Exited | -$1.2M |
| VITL Vital Farms, Inc. | 57,023 | Exited | -$663.0K |
| GLOB Globant S.A. | 8,122 | Exited | -$235.0K |
| EPAM EPAM Systems, Inc. | 2,783 | Exited | -$221.0K |
| iShares Inc Msci Sth Kor Etf | 368 | Exited | -$74.0K |
| iShares Inc Msci Japn Smcetf | 528 | Exited | -$56.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 4, 2026 | 13F-HR | 63 | $2.8B * | Current | SEC ↗ |
| Q2 2026 | Aug 5, 2026 | 13F-HR | 67 | $3.1B * | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR/A (new holdings) | 72 | $3.1B * | Current | SEC ↗ |
| Q1 2026 | May 7, 2026 | 13F-HR | 70 | $3.0B * | Current | SEC ↗ |
| Q4 2025 | Feb 2, 2026 | 13F-HR | 68 | $3.5B * | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 63 | $3.5B * | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 63 | $3.4B * | Current | SEC ↗ |
| Q1 2025 | May 7, 2025 | 13F-HR | 63 | $3.1B * | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. A * marks a report whose values we put in dollars; the adjusted figures are shown. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer