Institutions / GENEVA CAPITAL MANAGEMENT LLC / Move history
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Geneva Capital Management LLC

Quarter-over-quarter position changes

125 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
TrimmedRBC Bearings IncMar 31, 2026-132,850-26%382,964$72.15Mhigh
TrimmedESCO TECHNOLOGIES INCMar 31, 2026-161,729-21%626,496$45.51Mmedium
TrimmedCONSTRUCTION PARTNERS INCMar 31, 2026-260,083-14%1,561,051$28.90Mmedium
TrimmedONTO INNOVATION INC.Mar 31, 2026-125,398-15%705,943$25.72Mmedium
ExitedSPS Commerce IncMar 31, 2026-281,354-100%0$25.08Mmedium
ExitedMARTEN TRANSPORT LTDMRTNMar 31, 2026-1,868,567-100%0$21.26Mmedium
NewLimbach Holdings IncMar 31, 2026+236,090New236,090$18.43Mmedium
NewCSW INDUSTRIALS, INC.Mar 31, 2026+66,943New66,943$17.44Mmedium
AddedLoar Holdings Inc.LOARMar 31, 2026+304,051+85%662,118$17.42Mmedium
AddedDorman Products, Inc.Mar 31, 2026+159,023+39%564,356$16.60Mmedium
Added33767E202Mar 31, 2026+112,624+27%527,572$15.65Mmedium
ExitedAzenta IncMar 31, 2026-463,408-100%0$15.41Mmedium
AddedREPLIGEN CORPMar 31, 2026+130,763+23%693,738$15.41Mmedium
TrimmedCertara, Inc.Mar 31, 2026-2,668,228-49%2,743,484$15.21Mmedium
TrimmedKeysight Technologies, Inc.Mar 31, 2026-51,726-17%245,852$14.61Mmedium
TrimmedBlackbaud IncMar 31, 2026-370,851-34%719,100$14.32Mmedium
ExitedMESA LABORATORIES INC /COMar 31, 2026-178,713-100%0$14.03Mmedium
TrimmedBLACKLINE, INC.Mar 31, 2026-347,776-42%478,086$12.87Mmedium
TrimmedGlobus Medical IncMar 31, 2026-141,003-7.4%1,760,971$12.15Mmedium
AddedUL Solutions Inc.Mar 31, 2026+136,159+243%192,167$11.67Mmedium
TrimmedAAON, INC.Mar 31, 2026-128,012-6.9%1,721,631$10.59Mmedium
TrimmedExlService Holdings IncMar 31, 2026-344,790-7.5%4,257,091$10.50Mmedium
TrimmedBALCHEM CORPMar 31, 2026-61,306-6.8%846,495$10.39Mmedium
TrimmedTexas Roadhouse, Inc.Mar 31, 2026-59,989-7.0%796,723$9.91Mmedium
AddedWD-40 CoMar 31, 2026+44,545+19%282,449$9.08Mmedium
AddedTYLER TECHNOLOGIES, INC.Mar 31, 2026+24,601+11%247,756$8.42Mmedium
TrimmedCASELLA WASTE SYSTEMS INCMar 31, 2026-102,237-8.1%1,163,087$8.11Mmedium
AddedBIO-TECHNE CorpMar 31, 2026+152,548+14%1,243,043$7.97Mmedium
TrimmedDESCARTES SYSTEMS GROUP INCMar 31, 2026-101,412-7.1%1,328,014$7.26Mmedium
TrimmedKinsale Capital Group, Inc.Mar 31, 2026-20,089-6.5%287,935$6.86Mmedium
TrimmedVertex, Inc.Mar 31, 2026-575,808-21%2,134,691$6.85Mmedium
TrimmedBRIGHT HORIZONS FAMILY SOLUTIONS INC.Mar 31, 2026-82,546-9.4%792,427$6.78Mmedium
TrimmedSiteOne Landscape Supply, Inc.Mar 31, 2026-50,836-7.5%627,284$6.77Mmedium
TrimmedLeMaitre Vascular, Inc.Mar 31, 2026-60,691-7.4%753,992$6.63Mmedium
TrimmedSPX Technologies, Inc.Mar 31, 2026-32,759-7.8%388,434$6.55Mmedium
AddedAxon Enterprise IncMar 31, 2026+15,206+19%96,728$6.46Mmedium
AddedOption Care Health IncMar 31, 2026+239,145+19%1,474,121$6.44Mmedium
TrimmedMACOM Technology Solutions Holdings, Inc.Mar 31, 2026-28,800-7.7%343,759$6.40Mmedium
TrimmedOllie's Bargain Outlet Holdings, Inc.Mar 31, 2026-69,436-6.7%964,329$6.39Mmedium
AddedBENTLEY SYSTEMS INCMar 31, 2026+180,789+118%333,428$6.35Mmedium
TrimmedVericel CorpMar 31, 2026-179,907-9.8%1,646,818$5.79Mmedium
Trimmed464287481Mar 31, 2026-41,304-64%23,359$5.29Mmedium
TrimmedePlus IncMar 31, 2026-64,022-7.8%759,517$4.82Mlow
TrimmedGARTNER INCMar 31, 2026-29,787-51%28,861$4.72Mlow
AddedHEALTHEQUITY, INC.Mar 31, 2026+55,494+5.0%1,174,070$4.64Mlow
TrimmedAMPHENOL CORP /DEMar 31, 2026-36,153-11%298,071$4.57Mlow
AddedVALVOLINE INCMar 31, 2026+134,805+8.1%1,789,709$4.54Mlow
AddedEXPONENT INCMar 31, 2026+68,106+3.9%1,795,507$4.44Mlow
TrimmedDONALDSON Co INCMar 31, 2026-52,187-7.9%604,371$4.43Mlow
TrimmedAxos Financial IncMar 31, 2026-51,778-7.8%608,081$4.41Mlow
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