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Asset Manager ← All Institutions

ALGERT GLOBAL LLC

Q4 2025 · Filed 2026-02-17
Market Value
$6.3B
+6.7%
Holdings
1,321
-18
New Purchases
240
Added To
443
Closed
228
Reduced
347
Top 10 Concentration
6.1%
Turnover
35.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ENS 0.54% 0.10% +0.44% $34M
AXSM 0.44% 0.09% +0.34% $27M
AXTA 0.37% 0.03% +0.34% $23M
KEX 0.35% 0.02% +0.33% $22M
FRSH 0.45% 0.12% +0.33% $28M
SBRA 0.32% 0.00% +0.32% $20M
BBIO 0.42% 0.10% +0.32% $26M
KMPR 0.35% 0.07% +0.29% $22M
MOG-A 0.33% 0.06% +0.27% $21M
SM 0.36% 0.09% +0.27% $23M
EXLS 0.52% 0.27% +0.25% $33M
ROIV 0.25% 0.00% +0.25% $15M
TMHC 0.44% 0.20% +0.24% $28M
MATX 0.52% 0.29% +0.23% $32M
GKOS 0.28% 0.05% +0.23% $18M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FIX 0.05% 0.61% -0.56% $3M
CRDO 0.26% 0.66% -0.40% $16M
GPI 0.09% 0.48% -0.39% $5M
INSM 0.00% 0.36% -0.36% $0
AM 0.04% 0.38% -0.35% $2M
WK 0.02% 0.34% -0.31% $1M
MRP 0.07% 0.36% -0.29% $4M
ACIW 0.15% 0.43% -0.29% $9M
ARW 0.01% 0.29% -0.28% $797K
NFG 0.04% 0.31% -0.27% $2M
ABCB 0.08% 0.34% -0.26% $5M
ALAB 0.17% 0.43% -0.25% $11M
BKU 0.01% 0.25% -0.25% $381K
RRC 0.13% 0.38% -0.25% $8M
BRX 0.04% 0.27% -0.23% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 40 $401M 6.4%
Large Cap 288 $1.9B 30.9%
Mid Cap 541 $3.0B 47.3%
Small Cap 366 $941M 15.1%
Micro Cap 86 $17M 0.3%

Portfolio Analytics

Avg Market Cap
$43.2B
Median Market Cap
$3.9B
Avg P/E
35.4
Median P/E
21.3
Avg Dividend Yield
0.02%
Avg Beta
1.19
# Stocks
1,320
# ETFs / Funds
1

Top Holdings (1,321 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 0.74% 169,217 $46M $271.86 $8M +19,786 +13.2%
2 NVDA 0.65% 219,006 $41M $186.50 $6M +29,735 +15.7%
3 MSFT 0.65% 83,689 $40M $483.62 $4M +12,425 +17.4%
4 FTI 0.65% 907,826 $40M $44.56 $5M +6,477 +0.7%
5 NXT 0.62% 443,454 $39M $87.11 -$2M -108,171 -19.6%
6 PRIM 0.56% 283,748 $35M $124.14 -$11K +27,174 +10.6%
7 MLI 0.56% 306,417 $35M $114.80 -$4M -78,299 -20.4%
8 WTS 0.56% 127,361 $35M $276.02 $9M +34,463 +37.1%
9 ENS 0.54% 230,514 $34M $146.75 $28M +176,514 +326.9%
10 BCPC 0.53% 216,324 $33M $153.36 $4M +21,921 +11.3%
11 EXLS 0.52% 772,114 $33M $42.44 $17M +411,339 +114.0%
12 MATX 0.52% 262,967 $32M $123.55 $16M +93,125 +54.8%
13 SNDK 0.51% 133,899 $32M $237.38 $15M -11,643 -8.0%
14 POR 0.49% 644,307 $31M $47.99 $687K -42,810 -6.2%
15 SNV 0.48% 603,858 $30M $50.05 $8M +158,680 +35.6%
16 AX 0.48% 346,800 $30M $86.16 $2M +17,320 +5.3%
17 ATMU 0.47% 569,937 $30M $51.91 $8M +101,873 +21.8%
18 JXN 0.47% 276,794 $30M $106.65 $5M +35,290 +14.6%
19 BWXT 0.46% 168,070 $29M $172.84 $9M +60,170 +55.8%
20 AHR 0.46% 616,644 $29M $47.06 $12M +209,747 +51.5%
21 FRSH 0.45% 2,285,290 $28M $12.25 $21M +1,687,764 +282.5%
22 TMHC 0.44% 467,809 $28M $58.87 $16M +288,663 +161.1%
23 MTZ 0.44% 126,235 $27M $217.37 $2M +6,931 +5.8%
24 AXSM 0.44% 149,392 $27M $182.64 $22M +105,242 +238.4%
25 BBIO 0.42% 341,048 $26M $76.49 $20M +226,185 +196.9%
26 LAUR 0.41% 758,098 $26M $33.67 $5M +108,510 +16.7%
27 CW 0.40% 45,473 $25M $551.27 $20K -661 -1.4%
28 TCBI 0.40% 273,898 $25M $90.54 -$124K -20,942 -7.1%
29 FTDR 0.39% 425,103 $25M $57.69 $7M +164,870 +63.4%
30 WWD 0.39% 81,031 $24M $302.32 $3M -2,740 -3.3%
31 SF 0.39% 195,278 $24M $125.22 $12M +81,336 +71.4%
32 ALLY 0.39% 536,405 $24M $45.29 $6M +74,559 +16.1%
33 LOPE 0.39% 145,785 $24M $166.31 -$8M +800 +0.6%
34 WBS 0.38% 378,474 $24M $62.94 $2M +18,934 +5.3%
35 AXTA 0.37% 718,235 $23M $32.31 $21M +654,062 +1019.2%
36 AVA 0.37% 598,928 $23M $38.54 $9M +232,228 +63.3%
37 HAS 0.37% 278,881 $23M $82.00 $14M +158,021 +130.8%
38 SM 0.36% 1,209,597 $23M $18.70 $17M +994,661 +462.8%
39 REVG 0.36% 369,845 $22M $60.81 $8M +122,109 +49.3%
40 ALRM 0.36% 438,429 $22M $51.02 $14M +274,007 +166.7%
41 MEDP 0.36% 39,685 $22M $561.65 $792K -2,124 -5.1%
42 KMPR 0.35% 545,924 $22M $40.54 $18M +468,870 +608.5%
43 FSS 0.35% 203,117 $22M $108.59 $10M +99,284 +95.6%
44 KEX 0.35% 200,074 $22M $110.18 $21M +186,354 +1358.3%
45 BGC 0.35% 2,453,293 $22M $8.93 $1M +246,852 +11.2%
46 BCO 0.35% 187,411 $22M $116.73 $2M +14,531 +8.4%
47 AWI 0.35% 113,808 $22M $191.10 $4M +25,146 +28.4%
48 NVT 0.35% 212,557 $22M $101.97 $4M +32,616 +18.1%
49 AVGO 0.34% 61,578 $21M $346.10 $4M +8,026 +15.0%
50 RITM-PD 0.33% 1,921,178 $21M $10.90 $3M +385,240 +25.1%
51 ZION 0.33% 354,673 $21M $58.54 $13M +212,074 +148.7%
52 MYRG 0.33% 94,886 $21M $218.50 -$5M -27,479 -22.5%
53 MOG-A 0.33% 84,867 $21M $243.55 $17M +69,107 +438.5%
54 SBRA 0.32% 1,055,781 $20M $18.94 $20M +1,042,551 +7880.2%
55 CASY 0.32% 36,179 $20M $552.70 -$350K +188 +0.5%
56 APG 0.32% 522,347 $20M $38.26 -$2M -107,202 -17.0%
57 SNDX 0.31% 928,088 $19M $21.01 $5M -2,678 -0.3%
58 NMIH 0.30% 465,555 $19M $40.79 $2M +25,009 +5.7%
59 SIGI 0.30% 225,531 $19M $83.67 $3M +27,240 +13.7%
60 AMZN 0.30% 81,257 $19M $230.82 $4M +13,092 +19.2%
61 PL 0.30% 950,331 $19M $19.72 $9M +171,672 +22.1%
62 RMBS 0.30% 202,222 $19M $91.89 $6M +79,835 +65.2%
63 DECK 0.30% 178,523 $19M $103.67 $4M +33,328 +22.9%
64 FSLY 0.29% 1,807,931 $18M $10.18 $5M +286,198 +18.8%
65 TPC 0.29% 274,041 $18M $67.02 $2M +23,560 +9.4%
66 LANC 0.29% 111,691 $18M $164.42 $14M +83,861 +301.3%
67 DINO 0.29% 396,751 $18M $46.08 -$1M +28,043 +7.6%
68 U 0.29% 411,939 $18M $44.17 $6M +105,422 +34.4%
69 THC 0.29% 91,107 $18M $198.72 $8M +40,728 +80.8%
70 NYT 0.29% 259,921 $18M $69.42 $3M -3,660 -1.4%
71 SNX 0.28% 118,570 $18M $150.23 $11M +74,970 +171.9%
72 COCO 0.28% 334,897 $18M $53.01 $13M +233,072 +228.9%
73 GKOS 0.28% 155,546 $18M $112.91 $15M +121,105 +351.6%
74 URBN 0.28% 231,029 $17M $75.26 $14M +182,735 +378.4%
75 RL 0.28% 49,100 $17M $353.60 -$2M -13,040 -21.0%
76 GTX 0.28% 987,080 $17M $17.43 $4M +44,406 +4.7%
77 CUBE 0.27% 476,676 $17M $36.05 -$3M -20,360 -4.1%
78 CCK 0.27% 166,350 $17M $102.97 $8M +73,353 +78.9%
79 RBRK 0.27% 223,477 $17M $76.48 $7M +99,376 +80.1%
80 AIT 0.27% 65,753 $17M $256.76 $559K +3,220 +5.2%
81 OII 0.27% 699,646 $17M $24.03 $711K +49,899 +7.7%
82 MXL 0.27% 961,321 $17M $17.43 $4M +152,000 +18.8%
83 ROKU 0.27% 153,736 $17M $108.49 -$5M -59,365 -27.9%
84 OGE 0.27% 389,209 $17M $42.70 $8M +197,800 +103.3%
85 COKE 0.26% 108,022 $17M $153.30 -$7M -92,952 -46.2%
86 COHR 0.26% 89,386 $16M $184.57 $9M +23,030 +34.7%
87 ACAD 0.26% 614,410 $16M $26.71 $8M +214,301 +53.6%
88 OVV 0.26% 416,818 $16M $39.19 $7M +174,057 +71.7%
89 CRDO 0.26% 112,547 $16M $143.89 -$22M -153,183 -57.6%
90 LLY 0.26% 14,876 $16M $1,074.68 $4M -272 -1.8%
91 RVLV 0.25% 517,986 $16M $30.19 $1M -158,950 -23.5%
92 CVSA 0.25% 149,375 $15M $103.47 -$7M +2,310 +1.6%
93 ROIV 0.25% 706,554 $15M $21.70 +706,554 NEW
94 GOOG 0.24% 47,377 $15M $313.80 $5M +5,872 +14.2%
95 TTEK 0.24% 439,534 $15M $33.54 $4M +127,145 +40.7%
96 AMBA 0.24% 207,920 $15M $70.84 -$5M -29,970 -12.6%
97 ATI 0.23% 127,945 $15M $114.76 $6M +20,045 +18.6%
98 BPOP 0.23% 116,767 $15M $124.52 -$778K -3,840 -3.2%
99 RGA 0.23% 71,170 $14M $203.46 $645K -840 -1.2%
100 TGTX 0.23% 485,192 $14M $29.81 $11M +402,821 +489.0%

New Positions

SymbolValue% Port
ROIV $15M 0.25%
LITE $14M 0.22%
VRDN $13M 0.21%
INVH $12M 0.20%
EPR $11M 0.18%
RPM $11M 0.18%
CIVI $10M 0.16%
TRS $10M 0.16%
M $10M 0.16%
NMRK $10M 0.15%
NPKI $9M 0.15%
PLOW $9M 0.15%
FCN $9M 0.15%
ITT $9M 0.14%
AEO $9M 0.14%

Sold Out Positions

SymbolValue% Port
SNOW —%
DOUG —%
CIEN —%
BW —%
PUMP —%
CHE —%
SLQT —%
BLND —%
KNSL —%
HIW —%
MSGS —%
SARO —%
VNO —%
SITE —%
TCBX —%
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