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GLOBEFLEX CAPITAL L P

Q1 2026 · Filed 2026-05-13
Market Value
$634M
+0.2%
Holdings
454
+5
New Purchases
65
Added To
42
Closed
78
Reduced
45
Top 10 Concentration
18.5%
Turnover
31.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ESE 1.43% 0.02% +1.41% $9M
AA 1.09% 0.00% +1.09% $7M
CPRX 1.76% 1.08% +0.68% $11M
RUSHB 0.60% 0.00% +0.60% $4M
DT 0.76% 0.18% +0.58% $5M
PAHC 1.83% 1.27% +0.56% $12M
IFS 3.40% 2.88% +0.53% $22M
HST 1.23% 0.81% +0.42% $8M
ONTO 0.41% 0.00% +0.41% $3M
AFRM 0.41% 0.00% +0.41% $3M
PRCH 0.39% 0.00% +0.39% $2M
RSI 1.00% 0.62% +0.38% $6M
FIX 1.07% 0.70% +0.37% $7M
MKSI 1.27% 0.92% +0.35% $8M
YPF 1.62% 1.27% +0.35% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NATL 0.00% 1.51% -1.51% $0
UTHR 0.00% 1.07% -1.07% $0
PRIM 0.00% 0.92% -0.92% $7K
RMBS 0.00% 0.86% -0.86% $9K
UPWK 0.00% 0.84% -0.84% $0
IBEX 0.43% 1.25% -0.82% $3M
TOL 0.00% 0.66% -0.66% $0
MANH 0.00% 0.62% -0.62% $0
RIGL 0.93% 1.47% -0.55% $6M
THC 1.08% 1.52% -0.44% $7M
HALO 0.00% 0.34% -0.34% $0
INDA 0.41% 0.74% -0.33% $3M
ASC 0.00% 0.31% -0.31% $0
RDVT 0.45% 0.75% -0.29% $3M
UHS 1.26% 1.53% -0.28% $8M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 9 $7M 1.0%
Large Cap 112 $176M 27.8%
Mid Cap 137 $237M 37.4%
Small Cap 167 $202M 31.9%
Micro Cap 29 $12M 1.9%

Portfolio Analytics

Avg Market Cap
$39.0B
Median Market Cap
$2.9B
Avg P/E
30.1
Median P/E
18.7
Avg Dividend Yield
0.01%
Avg Beta
1.06
# Stocks
453
# ETFs / Funds
1

Top Holdings (454 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IFS 3.40% 429,545 $22M $50.20 $3M
2 PAHC 1.83% 210,039 $12M $55.31 $4M -5,218 -2.4%
3 BLBD 1.77% 197,803 $11M $56.79 $2M
4 EXEL 1.76% 260,706 $11M $42.89 -$245K
5 CPRX 1.76% 450,580 $11M $24.76 $4M +158,372 +54.2%
6 CRUS 1.64% 71,877 $10M $144.62 $2M
7 YPF 1.62% 221,544 $10M $46.22 $2M
8 ATI 1.59% 69,161 $10M $145.46 $2M -2,920 -4.0%
9 CPA 1.56% 87,283 $10M $113.61 -$611K
10 ENS 1.55% 56,710 $10M $173.72 $1M -1,156 -2.0%
11 BAP 1.45% 27,049 $9M $339.18 $1M
12 ESE 1.43% 32,281 $9M $281.37 $9M +31,505 +4059.9%
13 MKSI 1.27% 34,954 $8M $229.81 $2M -1,360 -3.8%
14 CMRE-PC 1.26% 474,374 $8M $16.90 $527K
15 UHS 1.26% 44,538 $8M $178.97 -$2M
16 HST 1.23% 408,250 $8M $19.16 $3M +118,079 +40.7%
17 NTB 1.14% 137,969 $7M $52.48 $744K +7,570 +5.8%
18 NXT 1.09% 57,495 $7M $120.55 $2M -4,848 -7.8%
19 AA 1.09% 104,058 $7M $66.33 +104,058 NEW
20 THC 1.08% 36,235 $7M $188.71 -$3M -12,189 -25.2%
21 FIX 1.07% 4,938 $7M $1,378.99 $2M +173 +3.6%
22 ECPG 1.06% 96,072 $7M $70.12 $629K -16,296 -14.5%
23 ARCO 1.06% 815,609 $7M $8.25 $742K
24 XP 1.03% 343,320 $7M $19.04 $677K -14,621 -4.1%
25 ANIP 1.02% 84,145 $6M $76.90 $2M +28,784 +52.0%
26 KLIC 1.02% 98,028 $6M $65.72 $2M -3,131 -3.1%
27 RSI 1.00% 292,734 $6M $21.75 $2M +89,593 +44.1%
28 MEDP 0.98% 12,909 $6M $480.19 -$2M -882 -6.4%
29 SNX 0.94% 35,224 $6M $168.71 $651K
30 TBLA 0.93% 1,907,015 $6M $3.10 -$2M +268,105 +16.4%
31 RIGL 0.93% 217,839 $6M $27.04 -$3M
32 TCMD 0.92% 222,298 $6M $26.13 -$1M -18,944 -7.8%
33 MWA 0.90% 207,636 $6M $27.49 $551K -8,845 -4.1%
34 AIZ 0.88% 25,518 $6M $217.81 -$588K
35 DXPE 0.83% 37,716 $5M $139.73 $229K -8,203 -17.9%
36 STRL 0.82% 12,792 $5M $407.27 $1M -573 -4.3%
37 TPC 0.82% 66,959 $5M $77.19 -$2M -35,851 -34.9%
38 TILE 0.79% 200,986 $5M $24.92 -$603K
39 G 0.77% 131,460 $5M $37.25 -$1M
40 DT 0.76% 130,797 $5M $36.98 $4M +104,163 +391.1%
41 FTDR 0.76% 91,267 $5M $52.86 -$441K
42 CCNE 0.73% 160,083 $5M $28.96 $447K
43 TOST 0.68% 162,251 $4M $26.51 -$82K +38,805 +31.4%
44 RNG 0.67% 114,439 $4M $37.19 $951K
45 AMAL 0.66% 106,947 $4M $38.87 $732K
46 ACLS 0.65% 44,455 $4M $93.08 -$361K -11,542 -20.6%
47 ITRI 0.64% 45,491 $4M $89.63 -$857K -7,643 -14.4%
48 NBN 0.63% 35,339 $4M $112.37 $298K
49 ACEL 0.62% 362,992 $4M $10.91 -$181K
50 NVT 0.62% 33,404 $4M $118.28 $476K -671 -2.0%
51 RUSHB 0.60% 59,342 $4M $64.35 $4M +59,255 +68109.2%
52 PAX 0.59% 298,500 $4M $12.60 -$459K +32,947 +12.4%
53 NBIX 0.59% 28,173 $4M $131.74 -$474K -1,341 -4.5%
54 CMCL 0.58% 163,383 $4M $22.59 -$585K
55 PLOW 0.57% 86,594 $4M $42.09 $1000K +5,577 +6.9%
56 LYTS 0.57% 193,850 $4M $18.60 $54K
57 VVX 0.54% 50,066 $3M $68.50 $1M +13,536 +37.0%
58 PNTG 0.54% 111,813 $3M $30.48 $261K
59 FLS 0.52% 44,497 $3M $73.51 $184K
60 DFIN 0.51% 68,494 $3M $47.14 $31K
61 OOMA 0.51% 220,363 $3M $14.55 $621K
62 PARR 0.49% 50,010 $3M $62.64 $901K -13,497 -21.2%
63 EPAM 0.47% 22,089 $3M $135.40 -$2M
64 KE 0.47% 125,262 $3M $23.69 -$839K -11,551 -8.4%
65 RDVT 0.45% 82,813 $3M $34.60 -$2M
66 LEVI 0.45% 154,443 $3M $18.49 -$535K -9,049 -5.5%
67 CRS 0.45% 7,229 $3M $394.15 $752K +569 +8.5%
68 MCY 0.45% 32,133 $3M $88.15 -$190K
69 GOLD 0.43% 68,773 $3M $40.08 $2M +36,826 +115.3%
70 IBEX 0.43% 102,475 $3M $26.82 -$5M -105,310 -50.7%
71 ONTO 0.41% 12,750 $3M $205.07 +12,750 NEW
72 INDA 0.41% 55,643 $3M $46.84 -$2M -30,862 -35.7%
73 OPFI 0.41% 334,441 $3M $7.71 -$920K
74 AFRM 0.41% 56,039 $3M $45.82 +56,039 NEW
75 HIG 0.40% 18,696 $3M $135.23 -$48K
76 CW 0.40% 3,696 $3M $681.12 $1M +1,135 +44.3%
77 ZWS 0.40% 55,997 $3M $44.84 -$92K
78 ALNT 0.39% 41,832 $2M $59.09 $223K
79 PRCH 0.39% 342,376 $2M $7.17 +342,376 NEW
80 PAY 0.36% 89,740 $2M $25.40 -$555K
81 APEI 0.36% 39,714 $2M $56.88 $959K +5,322 +15.5%
82 GCT 0.35% 49,411 $2M $45.38 $83K -5,564 -10.1%
83 PBYI 0.35% 349,651 $2M $6.39 -$459K -102,955 -22.8%
84 INN 0.34% 487,570 $2M $4.42 -$219K
85 CDNA 0.33% 119,252 $2M $17.36 $567K +39,457 +49.5%
86 NMRK 0.32% 136,441 $2M $14.99 -$321K
87 DVA 0.32% 13,060 $2M $153.69 $593K +614 +4.9%
88 JAZZ 0.32% 10,594 $2M $189.05 $1M +6,003 +130.8%
89 EBS 0.32% 241,298 $2M $8.30 -$980K
90 WT 0.31% 136,547 $2M $14.56 $742K +34,317 +33.6%
91 HOV 0.31% 17,534 $2M $110.91 $234K
92 AXGN 0.31% 58,497 $2M $33.13 $23K
93 HCA 0.30% 4,069 $2M $473.24 $26K
94 DAKT 0.30% 97,502 $2M $19.55 -$21K
95 CAC 0.29% 39,232 $2M $47.45 $606K +10,284 +35.5%
96 AIR 0.29% 16,862 $2M $109.46 $450K
97 ARLO 0.29% 128,094 $2M $14.23 $31K
98 AMRX 0.29% 146,303 $2M $12.43 $99K +9,798 +7.2%
99 COLL 0.28% 52,955 $2M $33.07 -$701K
100 DGII 0.27% 36,001 $2M $48.20 $177K

New Positions

SymbolValue% Port
AA $7M 1.09%
ONTO $3M 0.41%
AFRM $3M 0.41%
PRCH $2M 0.39%
MOG-A $2M 0.26%
APPS $1M 0.19%
GCMG $1M 0.19%
PHIN $1M 0.19%
VTEX $1M 0.18%
LEA $971K 0.15%
MLAB $958K 0.15%
IRWD $912K 0.14%
DAR $896K 0.14%
KINS $848K 0.13%
NVST $792K 0.12%

Sold Out Positions

SymbolValue% Port
DY —%
ALV —%
ALLE —%
THR —%
AXTA —%
ASC —%
CHWY —%
LXFR —%
AYI —%
AAT —%
BDC —%
AWI —%
RYN —%
KRC —%
LDOS —%
View SEC EDGAR Filings for GLOBEFLEX CAPITAL L P →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms