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ALGERT GLOBAL LLC

Q1 2026 · Filed 2026-05-14
Market Value
$6.5B
+3.6%
Holdings
1,338
+16
New Purchases
245
Added To
444
Closed
238
Reduced
364
Top 10 Concentration
6.5%
Turnover
36.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SNDK 1.13% 0.51% +0.62% $73M
DT 0.46% 0.09% +0.37% $30M
LEA 0.37% 0.00% +0.37% $24M
SOLS 0.37% 0.00% +0.37% $24M
DOCU 0.34% 0.06% +0.28% $22M
KRP 0.28% 0.00% +0.28% $18M
VVX 0.32% 0.05% +0.28% $21M
PCVX 0.33% 0.05% +0.28% $21M
CNX 0.38% 0.10% +0.27% $25M
MGY 0.25% 0.00% +0.25% $17M
FNB 0.26% 0.01% +0.25% $17M
AVT 0.25% 0.00% +0.25% $16M
STRA 0.28% 0.04% +0.24% $18M
GPK 0.24% 0.00% +0.24% $15M
ALB 0.46% 0.22% +0.24% $30M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SNV 0.00% 0.48% -0.48% $0
REVG 0.00% 0.36% -0.36% $0
BWXT 0.11% 0.46% -0.35% $7M
MLI 0.24% 0.56% -0.32% $16M
CASY 0.00% 0.32% -0.32% $0
FRSH 0.16% 0.45% -0.29% $10M
PNFP 0.00% 0.28% -0.28% $0
FTI 0.37% 0.65% -0.27% $24M
COHR 0.00% 0.26% -0.26% $0
SM 0.10% 0.36% -0.26% $7M
FSS 0.12% 0.35% -0.23% $8M
EXAS 0.00% 0.23% -0.23% $0
AX 0.25% 0.48% -0.23% $16M
MIRM 0.00% 0.22% -0.22% $0
ACAD 0.05% 0.26% -0.21% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 38 $437M 6.7%
Large Cap 307 $2.1B 32.3%
Mid Cap 543 $3.0B 46.4%
Small Cap 376 $924M 14.3%
Micro Cap 74 $19M 0.3%

Portfolio Analytics

Avg Market Cap
$43.1B
Median Market Cap
$3.8B
Avg P/E
34.0
Median P/E
20.5
Avg Dividend Yield
0.01%
Avg Beta
1.18
# Stocks
1,337
# ETFs / Funds
1

Top Holdings (1,338 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SNDK 1.13% 115,380 $73M $635.34 $42M -18,519 -13.8%
2 AAPL 0.69% 176,254 $45M $253.79 -$1M +7,037 +4.2%
3 NXT 0.64% 343,842 $41M $120.55 $3M -99,612 -22.5%
4 ENS 0.60% 225,306 $39M $173.72 $5M -5,208 -2.3%
5 NVDA 0.60% 221,593 $39M $174.40 -$2M +2,587 +1.2%
6 MTZ 0.59% 118,056 $38M $321.74 $11M -8,179 -6.5%
7 PRIM 0.57% 257,265 $37M $143.04 $2M -26,483 -9.3%
8 MATX 0.56% 222,914 $37M $163.94 $4M -40,053 -15.2%
9 WWD 0.54% 98,558 $35M $357.92 $11M +17,527 +21.6%
10 POR 0.53% 652,927 $34M $52.77 $4M +8,620 +1.3%
11 WTS 0.52% 116,501 $34M $290.29 -$1M -10,860 -8.5%
12 TMHC 0.51% 572,307 $33M $58.24 $6M +104,498 +22.3%
13 MSFT 0.50% 87,235 $32M $370.17 -$8M +3,546 +4.2%
14 BCPC 0.49% 187,584 $32M $169.48 -$1M -28,740 -13.3%
15 APG 0.48% 771,658 $31M $40.52 $11M +249,311 +47.7%
16 LAUR 0.47% 880,208 $31M $34.84 $5M +122,110 +16.1%
17 DT 0.46% 814,526 $30M $36.98 $24M +679,416 +502.9%
18 ALB 0.46% 166,318 $30M $179.53 $16M +67,092 +67.6%
19 MOG-A 0.46% 101,879 $30M $292.64 $9M +17,012 +20.1%
20 AR 0.46% 696,642 $30M $42.44 $15M +281,617 +67.9%
21 ATMU 0.45% 514,932 $29M $56.77 -$352K -55,005 -9.7%
22 AHR 0.45% 614,651 $29M $47.16 -$32K -1,993 -0.3%
23 SNX 0.42% 162,361 $27M $168.71 $10M +43,791 +36.9%
24 SF 0.42% 368,515 $27M $73.92 $3M +173,237 +88.7%
25 FSLY 0.41% 923,870 $27M $29.06 $8M -884,061 -48.9%
26 WBS 0.41% 380,022 $26M $69.42 $3M +1,548 +0.4%
27 AVA 0.40% 638,807 $26M $40.14 $3M +39,879 +6.7%
28 KEX 0.39% 192,670 $26M $132.88 $4M -7,404 -3.7%
29 TPC 0.39% 327,554 $25M $77.19 $7M +53,513 +19.5%
30 HAS 0.38% 264,100 $25M $93.60 $2M -14,781 -5.3%
31 CNX 0.38% 636,011 $25M $38.55 $18M +457,831 +256.9%
32 FN 0.38% 46,823 $24M $521.52 $11M +18,253 +63.9%
33 FTI 0.37% 349,919 $24M $69.13 -$16M -557,907 -61.5%
34 LEA 0.37% 198,607 $24M $121.08 +198,607 NEW
35 RL 0.37% 69,809 $24M $344.00 $7M +20,709 +42.2%
36 SOLS 0.37% 313,363 $24M $76.16 +313,363 NEW
37 FHN 0.36% 1,037,062 $24M $22.76 $12M +552,084 +113.8%
38 MWA 0.36% 846,515 $23M $27.49 $13M +434,657 +105.5%
39 CTRI 0.36% 793,665 $23M $29.21 $15M +477,473 +151.0%
40 ROIV 0.35% 827,454 $23M $27.70 $8M +120,900 +17.1%
41 AXSM 0.35% 135,460 $23M $169.02 -$4M -13,932 -9.3%
42 ALRM 0.35% 525,759 $23M $43.19 $339K +87,330 +19.9%
43 STRL 0.35% 55,271 $23M $407.27 $10M +13,832 +33.4%
44 EXLS 0.34% 729,923 $22M $30.45 -$11M -42,191 -5.5%
45 COKE 0.34% 114,423 $22M $191.74 $5M +6,401 +5.9%
46 DOCU 0.34% 461,795 $22M $47.41 $18M +408,945 +773.8%
47 GOOGL 0.34% 76,037 $22M $287.56 $8M +30,768 +68.0%
48 SNDX 0.33% 928,568 $22M $23.36 $2M +480 +0.1%
49 ZION 0.33% 375,505 $22M $57.62 $874K +20,832 +5.9%
50 JXN 0.33% 203,237 $21M $105.72 -$8M -73,557 -26.6%
51 MYRG 0.33% 75,905 $21M $282.31 $696K -18,981 -20.0%
52 ALLY 0.33% 543,585 $21M $39.23 -$3M +7,180 +1.3%
53 PCVX 0.33% 363,984 $21M $58.11 $18M +296,545 +439.7%
54 BBIO 0.33% 283,921 $21M $74.26 -$5M -57,127 -16.8%
55 AVGO 0.33% 68,087 $21M $309.52 -$238K +6,509 +10.6%
56 AMBA 0.32% 409,220 $21M $51.48 $6M +201,300 +96.8%
57 VVX 0.32% 306,626 $21M $68.50 $18M +252,896 +470.7%
58 AIT 0.32% 79,022 $21M $265.32 $4M +13,269 +20.2%
59 FTDR 0.32% 396,055 $21M $52.86 -$4M -29,048 -6.8%
60 WAL 0.32% 292,136 $21M $70.85 $11M +175,023 +149.4%
61 URBN 0.32% 323,558 $20M $63.35 $3M +92,529 +40.0%
62 OGE 0.31% 415,659 $20M $47.96 $3M +26,450 +6.8%
63 NVT 0.30% 165,997 $20M $118.28 -$2M -46,560 -21.9%
64 HCC 0.30% 210,351 $20M $93.15 $9M +95,790 +83.6%
65 PLOW 0.30% 459,038 $19M $42.09 $10M +178,991 +63.9%
66 CTRE 0.29% 516,677 $19M $36.65 $10M +260,594 +101.8%
67 CUBE 0.29% 512,296 $19M $36.65 $2M +35,620 +7.5%
68 KMPR 0.29% 609,813 $19M $30.56 -$3M +63,889 +11.7%
69 LASR 0.28% 321,661 $18M $57.02 $5M -44,099 -12.1%
70 AWI 0.28% 111,061 $18M $164.80 -$3M -2,747 -2.4%
71 SWX 0.28% 210,571 $18M $86.90 $13M +148,990 +241.9%
72 AMZN 0.28% 87,604 $18M $208.27 -$511K +6,347 +7.8%
73 BFAM 0.28% 221,753 $18M $82.13 $8M +117,716 +113.2%
74 CCK 0.28% 181,280 $18M $100.25 $1M +14,930 +9.0%
75 KRP 0.28% 1,249,275 $18M $14.47 +1,249,275 NEW
76 STRA 0.28% 217,518 $18M $82.96 $16M +187,951 +635.7%
77 PBF 0.28% 378,861 $18M $47.62 $8M +19,151 +5.3%
78 EPR 0.28% 360,691 $18M $49.96 $7M +134,215 +59.3%
79 LOPE 0.28% 105,871 $18M $170.03 -$6M -39,914 -27.4%
80 CVSA 0.28% 155,302 $18M $115.25 $2M +5,927 +4.0%
81 MEDP 0.27% 37,115 $18M $480.18 -$4M -2,570 -6.5%
82 PODD 0.27% 82,307 $17M $209.84 $10M +58,421 +244.6%
83 DAR 0.26% 274,449 $17M $61.85 $14M +182,099 +197.2%
84 BGC 0.26% 1,729,755 $17M $9.78 -$5M -723,538 -29.5%
85 FNB 0.26% 1,005,998 $17M $16.72 $16M +981,490 +4004.8%
86 AXTA 0.26% 602,345 $17M $27.70 -$7M -115,890 -16.1%
87 BLL 0.26% 280,994 $17M $59.11 $3M +30,209 +12.1%
88 AMSC 0.26% 489,971 $17M $33.85 $3M +29,200 +6.3%
89 MGY 0.25% 523,620 $17M $31.57 +523,620 NEW
90 OZK 0.25% 359,950 $17M $45.89 $4M +85,786 +31.3%
91 VTOL 0.25% 350,201 $16M $46.89 $5M +47,171 +15.6%
92 UNM 0.25% 223,781 $16M $73.03 $7M +102,530 +84.6%
93 AX 0.25% 191,844 $16M $85.09 -$14M -154,956 -44.7%
94 CW 0.25% 23,756 $16M $681.13 -$9M -21,717 -47.8%
95 OII 0.25% 452,885 $16M $35.47 -$748K -246,761 -35.3%
96 BLBD 0.25% 282,528 $16M $56.79 $3M -2,944 -1.0%
97 SIGI 0.25% 212,691 $16M $75.39 -$3M -12,840 -5.7%
98 AVT 0.25% 259,880 $16M $61.62 +259,880 NEW
99 NVST 0.24% 626,035 $16M $25.37 $13M +512,875 +453.2%
100 REXR 0.24% 485,140 $16M $32.73 $11M +346,270 +249.3%

New Positions

SymbolValue% Port
LEA $24M 0.37%
SOLS $24M 0.37%
KRP $18M 0.28%
MGY $17M 0.25%
AVT $16M 0.25%
GPK $15M 0.24%
RBC $14M 0.22%
AWK $13M 0.21%
NOV $13M 0.19%
SARO $12M 0.19%
AMKR $11M 0.17%
SWK $9M 0.14%
RGLD $8M 0.13%
COHU $8M 0.13%
SHOO $8M 0.13%

Sold Out Positions

SymbolValue% Port
AME —%
NFG —%
AN —%
ARMK —%
LYV —%
JHG —%
UBER —%
PB —%
CODI —%
ACHR —%
ALLE —%
CWT —%
RMAX —%
WWW —%
CWEN —%
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