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Asset Manager ← All Institutions

ALGERT GLOBAL LLC

Q3 2025 · Filed 2025-11-14
Market Value
$5.9B
+24.8%
Holdings
1,340
+1
New Purchases
204
Added To
581
Closed
258
Reduced
279
Top 10 Concentration
6.3%
Turnover
34.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TCBI 0.42% 0.06% +0.36% $25M
GPI 0.48% 0.13% +0.35% $28M
CRDO 0.66% 0.34% +0.32% $39M
ALAB 0.42% 0.11% +0.31% $25M
DINO 0.33% 0.03% +0.30% $19M
HOG 0.29% 0.00% +0.29% $17M
NFG 0.31% 0.03% +0.28% $18M
BCO 0.34% 0.07% +0.28% $20M
ARW 0.29% 0.03% +0.26% $17M
WK 0.34% 0.09% +0.25% $20M
IONS 0.28% 0.03% +0.25% $17M
BLBD 0.24% 0.00% +0.24% $14M
WTS 0.44% 0.21% +0.23% $26M
REVG 0.24% 0.01% +0.23% $14M
GTX 0.22% 0.00% +0.22% $13M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ITRI 0.23% 0.65% -0.42% $14M
TPR 0.01% 0.42% -0.41% $607K
PAGP 0.00% 0.39% -0.39% $0
FN 0.19% 0.54% -0.35% $11M
AROC 0.02% 0.35% -0.34% $1M
GVA 0.00% 0.33% -0.33% $0
SKYW 0.12% 0.40% -0.29% $7M
SFM 0.17% 0.46% -0.29% $10M
DEI 0.11% 0.38% -0.27% $7M
LTH 0.14% 0.40% -0.26% $8M
KGS 0.04% 0.29% -0.25% $2M
AFRM 0.00% 0.25% -0.25% $0
SR 0.00% 0.24% -0.24% $0
BBWI 0.08% 0.31% -0.24% $4M
RAMP 0.03% 0.25% -0.21% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 39 $318M 5.4%
Large Cap 296 $1.8B 29.9%
Mid Cap 560 $2.9B 49.9%
Small Cap 375 $849M 14.5%
Micro Cap 70 $19M 0.3%

Portfolio Analytics

Avg Market Cap
$43.0B
Median Market Cap
$3.8B
Avg P/E
34.2
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
1.17
# Stocks
1,339
# ETFs / Funds
1

Top Holdings (1,340 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NXT 0.70% 551,625 $41M $73.99 $18M +128,744 +30.4%
2 MLI 0.66% 384,716 $39M $101.11 $5M -44,116 -10.3%
3 CRDO 0.66% 265,730 $39M $145.61 $23M +91,968 +52.9%
4 AAPL 0.65% 149,431 $38M $254.63 $7M -3,330 -2.2%
5 MSFT 0.63% 71,264 $37M $517.95 $2M +734 +1.0%
6 FIX 0.61% 43,582 $36M $825.18 $16M +6,440 +17.3%
7 FTI 0.61% 901,349 $36M $39.45 $9M +130,592 +16.9%
8 NVDA 0.60% 189,271 $35M $186.58 $6M +2,630 +1.4%
9 PRIM 0.60% 256,574 $35M $137.33 $12M -35,540 -12.2%
10 LOPE 0.54% 144,985 $32M $219.52 $10M +31,614 +27.9%
11 POR 0.52% 687,117 $30M $44.00 $8M +139,145 +25.4%
12 BCPC 0.50% 194,403 $29M $150.06 $11M +77,260 +66.0%
13 GPI 0.48% 63,980 $28M $437.51 $22M +50,248 +365.9%
14 AX 0.48% 329,480 $28M $84.65 $4M +17,410 +5.6%
15 WTS 0.44% 92,898 $26M $279.28 $16M +52,125 +127.8%
16 MYRG 0.43% 122,365 $25M $208.03 $14M +56,700 +86.3%
17 MTZ 0.43% 119,304 $25M $212.81 $14M +55,168 +86.0%
18 ACIW 0.43% 480,096 $25M $52.77 $7M +80,890 +20.3%
19 CW 0.43% 46,134 $25M $542.94 $6M +6,858 +17.5%
20 TCBI 0.42% 294,840 $25M $84.53 $22M +259,380 +731.5%
21 ALAB 0.42% 127,212 $25M $195.80 $20M +68,822 +117.9%
22 JXN 0.42% 241,504 $24M $101.23 $7M +43,239 +21.8%
23 FBP 0.40% 1,071,756 $24M $22.05 $4M +132,506 +14.1%
24 COKE 0.40% 200,974 $24M $117.16 $7M +50,764 +33.8%
25 CVSA 0.39% 147,065 $23M $154.45 $445K -27,962 -16.0%
26 DORM 0.38% 144,732 $23M $155.88 $3M -16,247 -10.1%
27 AM 0.38% 1,153,609 $22M $19.44 $12M +591,346 +105.2%
28 RRC 0.37% 584,526 $22M $37.64 $13M +374,438 +178.2%
29 SNV 0.37% 445,178 $22M $49.08 $7M +156,608 +54.3%
30 APG 0.37% 629,549 $22M $34.37 $10M +393,791 +167.0%
31 CRS 0.37% 87,652 $22M $245.54 $1M +14,088 +19.1%
32 MEDP 0.37% 41,809 $21M $514.17 $9M +2,429 +6.2%
33 WBS 0.36% 359,540 $21M $59.44 $4M +42,635 +13.4%
34 ROKU 0.36% 213,101 $21M $100.13 $7M +53,824 +33.8%
35 MRP 0.36% 633,616 $21M $33.61 $6M +80,320 +14.5%
36 WWD 0.36% 83,771 $21M $252.71 $12M +45,303 +117.8%
37 ATMU 0.36% 468,064 $21M $45.09 $7M +68,747 +17.2%
38 MHO 0.36% 146,104 $21M $144.44 $4M -7,595 -4.9%
39 CRC 0.36% 396,723 $21M $53.18 $12M +203,164 +105.0%
40 DRS 0.36% 459,897 $21M $45.40 $3M +80,534 +21.2%
41 BGC 0.36% 2,206,441 $21M $9.46 $7M +846,938 +62.3%
42 INSM 0.36% 144,726 $21M $144.01 $13M +62,802 +76.7%
43 LAUR 0.35% 649,588 $20M $31.54 $12M +279,513 +75.5%
44 CASY 0.35% 35,991 $20M $565.31 $14M +23,761 +194.3%
45 BWA 0.35% 461,342 $20M $43.96 $9M +139,184 +43.2%
46 CUBE 0.34% 497,036 $20M $40.66 $13M +321,243 +182.7%
47 BCO 0.34% 172,880 $20M $116.86 $17M +137,069 +382.8%
48 ABCB 0.34% 271,689 $20M $73.31 $4M +27,940 +11.5%
49 BWXT 0.34% 107,900 $20M $184.37 $7M +18,510 +20.7%
50 WK 0.34% 229,559 $20M $86.08 $16M +170,439 +288.3%
51 AMBA 0.33% 237,890 $20M $82.52 $5M +16,527 +7.5%
52 RL 0.33% 62,140 $19M $313.57 $4M +6,018 +10.7%
53 DINO 0.33% 368,708 $19M $52.34 $18M +332,928 +930.5%
54 EXTR 0.33% 933,067 $19M $20.65 $8M +309,169 +49.5%
55 LRN 0.33% 129,330 $19M $148.94 $898K +2,847 +2.2%
56 GBX 0.31% 395,503 $18M $46.17 $9M +204,229 +106.8%
57 NFG 0.31% 196,090 $18M $92.37 $17M +178,510 +1015.4%
58 ALLY 0.31% 461,846 $18M $39.20 $7M +176,720 +62.0%
59 AR 0.31% 539,185 $18M $33.56 -$193K +85,171 +18.8%
60 MANH 0.31% 88,046 $18M $204.98 $3M +10,747 +13.9%
61 NVT 0.30% 179,941 $18M $98.64 $9M +58,955 +48.7%
62 AVGO 0.30% 53,552 $18M $329.90 $3M -835 -1.5%
63 CRL 0.30% 112,870 $18M $156.46 $7M +39,586 +54.0%
64 FTDR 0.30% 260,233 $18M $67.29 $5M +51,214 +24.5%
65 RITM-PD 0.30% 1,535,938 $17M $11.39 $8M +737,708 +92.4%
66 AWI 0.30% 88,662 $17M $196.01 $7M +24,340 +37.8%
67 ARW 0.29% 142,660 $17M $121.00 $16M +131,540 +1182.9%
68 HOG 0.29% 618,133 $17M $27.90 +618,133 NEW
69 AMSC 0.29% 287,880 $17M $59.39 $10M +82,175 +40.0%
70 AHR 0.29% 406,897 $17M $42.01 $13M +299,075 +277.4%
71 AMG 0.29% 70,890 $17M $238.43 $6M +13,670 +23.9%
72 NMIH 0.29% 440,546 $17M $38.34 $2M +96,751 +28.1%
73 CRVL 0.29% 217,559 $17M $77.42 $4M +92,077 +73.4%
74 MATX 0.29% 169,842 $17M $98.59 $6M +69,829 +69.8%
75 IONS 0.28% 252,281 $17M $65.42 $15M +214,191 +562.3%
76 TPC 0.28% 250,481 $16M $65.59 $1M -68,767 -21.5%
77 SNDK 0.28% 145,542 $16M $112.20 $11M +29,529 +25.4%
78 AIT 0.28% 62,533 $16M $261.05 $2M +2,183 +3.6%
79 OII 0.27% 649,747 $16M $24.78 $8M +276,818 +74.2%
80 SIGI 0.27% 198,291 $16M $81.07 $618K +19,910 +11.2%
81 ALB 0.27% 197,817 $16M $81.08 -$2M -95,186 -32.5%
82 OZK 0.27% 312,274 $16M $50.98 $1M +4,438 +1.4%
83 EXLS 0.27% 360,775 $16M $44.03 $10M +227,483 +170.7%
84 BRX 0.27% 571,095 $16M $27.68 -$749K -64,724 -10.2%
85 CCS 0.27% 248,875 $16M $63.37 $3M +14,525 +6.2%
86 USLM 0.26% 118,211 $16M $131.55 $7M +36,077 +43.9%
87 BPOP 0.26% 120,607 $15M $127.01 $6M +35,908 +42.4%
88 BRBR 0.26% 421,108 $15M $36.35 -$5M +66,021 +18.6%
89 NYT 0.26% 263,581 $15M $57.40 $2M +30,940 +13.3%
90 AMZN 0.25% 68,165 $15M $219.57 $133K +552 +0.8%
91 BKU 0.25% 391,239 $15M $38.16 $2M +18,581 +5.0%
92 DECK 0.25% 145,195 $15M $101.37 $12M +115,296 +385.6%
93 DY 0.25% 50,318 $15M $291.76 $4M +5,355 +11.9%
94 RVLV 0.25% 676,936 $14M $21.30 $3M +130,455 +23.9%
95 GWRE 0.24% 62,322 $14M $229.85 $6M +27,859 +80.8%
96 SNDX 0.24% 930,766 $14M $15.39 $5M -90,514 -8.9%
97 RYTM 0.24% 140,284 $14M $100.99 $10M +80,065 +133.0%
98 BLBD 0.24% 245,595 $14M $57.55 +245,595 NEW
99 TOL 0.24% 101,877 $14M $138.14 $7M +42,119 +70.5%
100 REVG 0.24% 247,736 $14M $56.67 $13M +235,466 +1919.0%

New Positions

SymbolValue% Port
HOG $17M 0.29%
BLBD $14M 0.24%
GTX $13M 0.22%
PNFP $11M 0.19%
GLPI $11M 0.19%
NSA $9M 0.16%
ANDE $8M 0.14%
RIG $8M 0.13%
RRR $7M 0.13%
TJX $7M 0.12%
SNX $7M 0.12%
ADBE $7M 0.12%
MYGN $7M 0.11%
TTWO $7M 0.11%
BMY $6M 0.11%

Sold Out Positions

SymbolValue% Port
WT —%
ATEN —%
WNC —%
CSV —%
FLR —%
OC —%
MC —%
WTM —%
HR —%
SLVM —%
NUS —%
RYAN —%
ALLE —%
WH —%
RBC —%
View SEC EDGAR Filings for ALGERT GLOBAL LLC →

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