Palisade Capital Management, LP

13F filer · CIK 0001009006

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$2.3BU.S. long equity reported on 13F

Positions23214 new · 10 closed

Net flow last quarter-$1.12BBuys minus sells

Top 10 positions weight20.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026232 positions
APHAmphenol Corp	$77.5M	3.38%	0.04%	-1.2%	Q4 2012
AAPLApple Inc.	$73.6M	3.21%	0.00%	+3.7%	Q4 2012
NVDANvidia Corp	$56.4M	2.46%	0.00%	+11.3%	Q4 2016
GOOGAlphabet Inc.	$47.3M	2.06%	Not reported	-0.6%	Q4 2015
HEI.AHeico Corp	$45.7M	1.99%	Not reported	+0.4%	Q4 2012
AMDAdvanced Micro Devices Inc	$44.7M	1.95%	0.00%	-10.3%	Q1 2022
MSFTMicrosoft Corp	$36.4M	1.58%	0.00%	+5.2%	Q4 2012
JPMJPMorgan Chase & Co	$35.5M	1.55%	0.00%	-8.2%	Q4 2012
LFUSLittelfuse Inc	$31.6M	1.38%	0.27%	-59.1%	Q2 2013
AMEAmetek Inc/	$31M	1.35%	0.06%	+1.4%	Q4 2012
AITApplied Industrial Technologies Inc	$30.9M	1.35%	0.25%	-50.6%	Q4 2012
AVGOBroadcom Inc.	$30.3M	1.32%	0.00%	+2.9%	Q2 2018
VVisa Inc.	$29.2M	1.27%	0.00%	+2.1%	Q3 2013
IDAIdacorp Inc	$27.1M	1.18%	0.33%	-52.4%	Q4 2012
RJFRaymond James Financial Inc	$26.8M	1.17%	0.09%	-46.0%	Q4 2012
GOOGLAlphabet Inc.	$26.2M	1.14%	0.00%	-0.2%	Q4 2015
DHRDanaher Corp	$24.8M	1.08%	0.02%	-14.9%	Q4 2012
AMZNAmazon Com Inc	$24.3M	1.06%	0.00%	+5.7%	Q1 2013
WSFSWSFS Financial Corp	$21.5M	0.93%	0.54%	-52.4%	Q3 2018
ONTOOnto Innovation Inc.	$19.9M	0.87%	0.11%	-66.7%	Q4 2019
SMTCSemtech Corp	$19.1M	0.83%	0.13%	-75.5%	Q4 2012
WLYJohn Wiley & Sons, Inc.	$18M	0.78%	0.61%	-52.5%	Q4 2012
HCSGHealthcare Services Group Inc	$17.8M	0.78%	1.07%	-52.3%	Q4 2012
ABBVAbbVie Inc.	$17.8M	0.78%	0.00%	-0.4%	Q4 2014
FNVFRANCO NEVADA Corp	$17.5M	0.76%	0.04%	-32.2%	Q4 2012
TDYTeledyne Technologies Inc	$17.5M	0.76%	0.06%	-31.1%	Q4 2012
NGVTIngevity Corp	$17.5M	0.76%	0.68%	-52.4%	Q4 2017
OSWONESPAWORLD HOLDINGS Ltd	$17.4M	0.76%	0.61%	-52.8%	Q1 2020
ETNEaton Corp plc	$17.2M	0.75%	0.01%	+1.0%	Q3 2025
MLIMueller Industries Inc	$17M	0.74%	0.06%	-68.5%	Q4 2012
ACIWAci Worldwide, Inc.	$16.8M	0.73%	0.33%	-52.9%	Q4 2012
PRMBPrimo Brands Corp	$16.7M	0.73%	0.19%	-52.7%	Q4 2024
EGPEastgroup Properties Inc	$16.7M	0.73%	0.15%	-53.5%	Q3 2018
CFRCullen/Frost Bankers, Inc.	$16.1M	0.70%	0.17%	-52.5%	Q4 2012
PRGPROG Holdings, Inc.	$15.9M	0.69%	0.85%	-43.8%	Q4 2020
PBProsperity Bancshares Inc	$15.9M	0.69%	0.22%	-54.0%	Q4 2012
PWRQuanta Services, Inc.	$15.8M	0.69%	0.01%	-23.6%	Q4 2012
AVNTAvient Corp	$15.4M	0.67%	0.45%	-52.1%	Q3 2020
RGENRepligen Corp	$15M	0.65%	0.19%	-54.4%	Q1 2015
DPZDominos Pizza Inc	$14.7M	0.64%	0.15%	+256.0%	Q1 2019
COLBColumbia Banking System, Inc.	$14.6M	0.64%	0.16%	-53.8%	Q2 2024
METAMeta Platforms, Inc.	$14.6M	0.64%	Not reported	-2.1%	Q3 2014
FAFirst Advantage Corp	$14.5M	0.63%	0.47%	-52.9%	Q4 2023
LLYELI LILLY & Co	$14.5M	0.63%	0.00%	+27.5%	Q4 2021
RNSTRenasant Corp	$14.5M	0.63%	0.37%	-56.1%	Q1 2014
BRK.BBerkshire Hathaway Inc	$14.3M	0.62%	Not reported	-6.2%	Q4 2012
NVSTEnvista Holdings Corp	$14.1M	0.61%	0.33%	-46.3%	Q3 2022
PFGCPerformance Food Group Co	$13.7M	0.60%	0.08%	-53.1%	Q2 2016
RLIRli Corp	$13.7M	0.59%	0.25%	-43.2%	Q1 2014
MTDMettler Toledo International Inc/	$13.6M	0.59%	0.05%	New	Q2 2026

Q1 2026Reported May 15, 2026228 positions
AAPLApple Inc.	$62.3M	2.07%	0.00%	+4.9%	Q4 2012
LFUSLittelfuse Inc	$57.5M	1.92%	0.67%	+4.5%	Q2 2013
APHAmphenol Corp	$56.2M	1.87%	0.04%	-13.2%	Q4 2012
IDAIdacorp Inc	$53.8M	1.79%	0.69%	-7.5%	Q4 2012
AITApplied Industrial Technologies Inc	$49.1M	1.64%	0.50%	-7.4%	Q4 2012
MLIMueller Industries Inc	$48.6M	1.62%	0.40%	-5.5%	Q4 2012
RJFRaymond James Financial Inc	$47.3M	1.57%	0.17%	-6.7%	Q4 2012
NVDANvidia Corp	$44.2M	1.47%	0.00%	-4.5%	Q4 2016
GOOGAlphabet Inc.	$38.6M	1.29%	Not reported	-1.0%	Q4 2015
WSFSWSFS Financial Corp	$38.4M	1.28%	1.11%	-7.4%	Q3 2018
HEI.AHeico Corp	$37.2M	1.24%	Not reported	-1.5%	Q4 2012
WWDWoodward, Inc.	$37.2M	1.24%	0.17%	-7.2%	Q4 2012
SMTCSemtech Corp	$37M	1.23%	0.52%	-18.2%	Q4 2012
NGVTIngevity Corp	$35.1M	1.17%	1.41%	-7.0%	Q4 2017
JPMJPMorgan Chase & Co	$34.8M	1.16%	0.00%	-1.6%	Q4 2012
MSFTMicrosoft Corp	$34.3M	1.14%	0.00%	+0.5%	Q4 2012
EGPEastgroup Properties Inc	$32.8M	1.09%	0.33%	-7.6%	Q3 2018
ONTOOnto Innovation Inc.	$32.4M	1.08%	0.32%	-2.3%	Q4 2019
PBProsperity Bancshares Inc	$31.8M	1.06%	0.47%	-6.4%	Q4 2012
AVNTAvient Corp	$31.6M	1.05%	0.95%	-3.3%	Q3 2020
FNVFRANCO NEVADA Corp	$30.7M	1.02%	0.06%	-4.2%	Q4 2012
SMSM Energy Co	$30.3M	1.01%	0.41%	-1.7%	Q4 2012
CFRCullen/Frost Bankers, Inc.	$30.1M	1.00%	0.35%	-7.1%	Q4 2012
OSWONESPAWORLD HOLDINGS Ltd	$29.9M	1.00%	1.29%	-7.4%	Q1 2020
WLYJohn Wiley & Sons, Inc.	$29.8M	0.99%	1.28%	-5.0%	Q4 2012
ACIWAci Worldwide, Inc.	$29.1M	0.97%	0.70%	-6.8%	Q4 2012
DHRDanaher Corp	$29M	0.97%	0.02%	+0.9%	Q4 2012
RGENRepligen Corp	$28.3M	0.94%	0.43%	+3.6%	Q1 2015
HCSGHealthcare Services Group Inc	$28.2M	0.94%	2.21%	-21.0%	Q4 2012
VNTVontier Corp	$28.2M	0.94%	0.56%	-7.3%	Q4 2020
RNSTRenasant Corp	$28M	0.93%	0.83%	-5.9%	Q1 2014
PRMBPrimo Brands Corp	$27.2M	0.91%	0.40%	-6.5%	Q4 2024
COLBColumbia Banking System, Inc.	$27.1M	0.90%	0.34%	-6.8%	Q2 2024
AMEAmetek Inc/	$27.1M	0.90%	0.06%	-2.1%	Q4 2012
AHCOAdaptHealth Corp.	$25.7M	0.86%	1.59%	-5.6%	Q1 2021
NVSTEnvista Holdings Corp	$25.2M	0.84%	0.61%	-7.0%	Q3 2022
VVisa Inc.	$25.2M	0.84%	0.00%	-1.9%	Q3 2013
FULTFulton Financial Corp	$24.2M	0.81%	0.66%	-5.7%	Q4 2012
AVGOBroadcom Inc.	$24.1M	0.80%	0.00%	0.0%	Q2 2018
RLIRli Corp	$23.2M	0.77%	0.44%	-6.3%	Q1 2014
TDYTeledyne Technologies Inc	$23.1M	0.77%	0.08%	-7.2%	Q4 2012
CMCCOMMERCIAL METALS Co	$23M	0.77%	0.34%	-7.5%	Q4 2012
NOGNorthern Oil & Gas, Inc.	$22.7M	0.76%	0.74%	-1.7%	Q2 2023
PFGCPerformance Food Group Co	$22.5M	0.75%	0.17%	-7.1%	Q2 2016
BKEBuckle Inc	$22.5M	0.75%	0.87%	-7.5%	Q4 2012
BLKBBlackbaud Inc	$22.3M	0.74%	1.25%	+18.3%	Q4 2012
CCCCCC Intelligent Solutions Holdings Inc.	$22M	0.73%	0.60%	-2.0%	Q3 2022
GOOGLAlphabet Inc.	$21.1M	0.70%	0.00%	-8.4%	Q4 2015
BFAMBright Horizons Family Solutions Inc.	$20.9M	0.70%	0.48%	+34.5%	Q3 2013
AMZNAmazon Com Inc	$20.1M	0.67%	0.00%	-2.3%	Q1 2013

Q4 2025Reported Feb 17, 2026227 positions
APHAmphenol Corp	$69.3M	2.05%	0.04%	-6.5%	Q4 2012
AAPLApple Inc.	$63.6M	1.88%	0.00%	-0.2%	Q4 2012
RJFRaymond James Financial Inc	$56.2M	1.67%	0.18%	-7.5%	Q4 2012
MLIMueller Industries Inc	$53.3M	1.58%	0.21%	-21.5%	Q4 2012
IDAIdacorp Inc	$51.5M	1.53%	0.75%	-10.7%	Q4 2012
AITApplied Industrial Technologies Inc	$51.3M	1.52%	0.53%	-10.4%	Q4 2012
NVDANvidia Corp	$49.5M	1.47%	0.00%	+0.3%	Q4 2016
HEI.AHeico Corp	$45.2M	1.34%	Not reported	-1.1%	Q4 2012
MSFTMicrosoft Corp	$44.6M	1.32%	0.00%	+2.0%	Q4 2012
SMTCSemtech Corp	$43.3M	1.28%	0.64%	+3.8%	Q4 2012
GOOGAlphabet Inc.	$42.7M	1.27%	Not reported	+0.9%	Q4 2015
LFUSLittelfuse Inc	$41M	1.22%	0.65%	-3.2%	Q2 2013
JPMJPMorgan Chase & Co	$38.7M	1.15%	0.00%	-1.8%	Q4 2012
RGENRepligen Corp	$38M	1.13%	0.41%	-11.3%	Q1 2015
HCSGHealthcare Services Group Inc	$36.9M	1.09%	2.77%	-10.5%	Q4 2012
ACIWAci Worldwide, Inc.	$36.4M	1.08%	0.74%	-10.8%	Q4 2012
WSFSWSFS Financial Corp	$35M	1.04%	1.16%	-11.0%	Q3 2018
PBProsperity Bancshares Inc	$34.9M	1.04%	0.54%	+0.4%	Q4 2012
DHRDanaher Corp	$34.7M	1.03%	0.02%	-1.2%	Q4 2012
EGPEastgroup Properties Inc	$34.1M	1.01%	0.36%	-10.5%	Q3 2018
WWDWoodward, Inc.	$33.9M	1.00%	0.19%	-26.0%	Q4 2012
VNTVontier Corp	$31.9M	0.94%	0.60%	-2.9%	Q4 2020
NGVTIngevity Corp	$31.3M	0.93%	1.49%	-10.9%	Q4 2017
VRRMVERRA MOBILITY Corp	$31M	0.92%	0.90%	-10.7%	Q4 2020
BLKBBlackbaud Inc	$30.9M	0.92%	1.04%	-13.3%	Q4 2012
CFRCullen/Frost Bankers, Inc.	$29.9M	0.89%	0.37%	-10.8%	Q4 2012
VVisa Inc.	$29.8M	0.88%	0.00%	0.0%	Q3 2013
CCCCCC Intelligent Solutions Holdings Inc.	$29.7M	0.88%	0.62%	0.0%	Q3 2022
COLBColumbia Banking System, Inc.	$29.7M	0.88%	0.36%	-10.7%	Q2 2024
OSWONESPAWORLD HOLDINGS Ltd	$29.2M	0.87%	1.38%	-10.6%	Q1 2020
RNSTRenasant Corp	$29M	0.86%	0.87%	-11.3%	Q1 2014
AVNTAvient Corp	$28.1M	0.83%	0.98%	-15.0%	Q3 2020
CMCCOMMERCIAL METALS Co	$28M	0.83%	0.36%	-10.6%	Q4 2012
RLIRli Corp	$27.8M	0.82%	0.47%	-10.8%	Q1 2014
AVGOBroadcom Inc.	$27M	0.80%	0.00%	-1.1%	Q2 2018
FNVFRANCO NEVADA Corp	$26.9M	0.80%	0.07%	-2.1%	Q4 2012
AMEAmetek Inc/	$26.5M	0.78%	0.06%	-1.8%	Q4 2012
DBRGDigitalBridge Group, Inc.	$26M	0.77%	0.93%	-13.8%	Q3 2021
BKEBuckle Inc	$25.8M	0.76%	0.94%	-10.7%	Q4 2012
FAFirst Advantage Corp	$25.6M	0.76%	1.01%	+4.7%	Q4 2023
SAIASaia Inc	$25.5M	0.76%	0.29%	0.0%	Q4 2019
ONTOOnto Innovation Inc.	$25.5M	0.76%	0.33%	+37.4%	Q4 2019
PFGCPerformance Food Group Co	$25.4M	0.75%	0.18%	-10.5%	Q2 2016
PRMBPrimo Brands Corp	$25.3M	0.75%	0.42%	+2.7%	Q4 2024
WLYJohn Wiley & Sons, Inc.	$25.2M	0.75%	1.35%	-12.7%	Q4 2012
GOOGLAlphabet Inc.	$25.1M	0.74%	0.00%	-5.9%	Q4 2015
CWANClearwater Analytics Holdings, Inc.	$24.5M	0.73%	Not reported	+6.6%	Q2 2024
FULTFulton Financial Corp	$24.4M	0.72%	0.70%	-11.1%	Q4 2012
PFSIPennyMac Financial Services, Inc.	$24.2M	0.72%	0.35%	-10.5%	Q2 2024
FOURShift4 Payments, Inc.	$23.8M	0.70%	0.46%	+13.1%	Q2 2022

Q3 2025Reported Nov 14, 2025211 positions
APHAmphenol Corp	$67.9M	1.84%	0.04%	-13.2%	Q4 2012
RJFRaymond James Financial Inc	$65.3M	1.77%	0.19%	+0.7%	Q4 2012
IDAIdacorp Inc	$60.2M	1.64%	0.84%	-1.6%	Q4 2012
MLIMueller Industries Inc	$59.8M	1.62%	0.53%	-13.3%	Q4 2012
AAPLApple Inc.	$59.6M	1.62%	0.00%	-0.5%	Q4 2012
AITApplied Industrial Technologies Inc	$58.2M	1.58%	0.59%	-2.8%	Q4 2012
NVDANvidia Corp	$49.3M	1.34%	0.00%	-0.1%	Q4 2016
MSFTMicrosoft Corp	$46.9M	1.27%	0.00%	+7.4%	Q4 2012
HEI.AHeico Corp	$46M	1.25%	Not reported	-0.4%	Q4 2012
ACIWAci Worldwide, Inc.	$45M	1.22%	0.83%	-1.0%	Q4 2012
LFUSLittelfuse Inc	$43.4M	1.18%	0.68%	-6.3%	Q2 2013
SMTCSemtech Corp	$40.5M	1.10%	0.65%	+15.5%	Q4 2012
JPMJPMorgan Chase & Co	$38.6M	1.05%	0.00%	-2.4%	Q4 2012
WSFSWSFS Financial Corp	$38.4M	1.04%	1.27%	-1.8%	Q3 2018
VRRMVERRA MOBILITY Corp	$38.3M	1.04%	0.97%	+5.9%	Q4 2020
WWDWoodward, Inc.	$38.3M	1.04%	0.25%	-1.6%	Q4 2012
WLYJohn Wiley & Sons, Inc.	$38.1M	1.04%	1.55%	-1.2%	Q4 2012
VNTVontier Corp	$37M	1.01%	0.61%	-1.3%	Q4 2020
HCSGHealthcare Services Group Inc	$36.2M	0.98%	3.05%	-1.1%	Q4 2012
EGPEastgroup Properties Inc	$36.2M	0.98%	0.40%	-2.7%	Q3 2018
BLKBBlackbaud Inc	$36.2M	0.98%	1.17%	-1.2%	Q4 2012
RGENRepligen Corp	$35M	0.95%	0.47%	-1.3%	Q1 2015
AVNTAvient Corp	$34.9M	0.95%	1.16%	-1.7%	Q3 2020
RNSTRenasant Corp	$34.2M	0.93%	0.98%	-2.2%	Q1 2014
CCCCCC Intelligent Solutions Holdings Inc.	$34.1M	0.93%	0.58%	-1.0%	Q3 2022
CFRCullen/Frost Bankers, Inc.	$33.5M	0.91%	0.41%	-1.2%	Q4 2012
PBProsperity Bancshares Inc	$33.4M	0.91%	0.53%	-1.4%	Q4 2012
OSWONESPAWORLD HOLDINGS Ltd	$33.3M	0.90%	1.53%	-1.3%	Q1 2020
PRMBPrimo Brands Corp	$33.2M	0.90%	0.41%	-1.0%	Q4 2024
GOOGAlphabet Inc.	$32.8M	0.89%	Not reported	0.0%	Q4 2015
PFGCPerformance Food Group Co	$32.8M	0.89%	0.20%	-32.4%	Q2 2016
NGVTIngevity Corp	$32.8M	0.89%	1.65%	+20.8%	Q4 2017
RLIRli Corp	$31.8M	0.86%	0.53%	-3.0%	Q1 2014
BKEBuckle Inc	$31.7M	0.86%	1.06%	-1.7%	Q4 2012
COLBColumbia Banking System, Inc.	$30.6M	0.83%	0.40%	+14.1%	Q2 2024
DHRDanaher Corp	$30.4M	0.83%	0.02%	-0.3%	Q4 2012
FNVFRANCO NEVADA Corp	$29.5M	0.80%	0.07%	-7.3%	Q4 2012
VVisa Inc.	$29M	0.79%	0.00%	+0.1%	Q3 2013
SMSM Energy Co	$29M	0.79%	1.01%	-1.9%	Q4 2012
CUZCousins Properties Inc	$28.3M	0.77%	0.58%	-1.3%	Q3 2015
CSGSCSG Systems International Inc	$28.2M	0.77%	1.53%	-2.4%	Q1 2015
TXRHTexas Roadhouse, Inc.	$27M	0.73%	0.25%	-22.4%	Q4 2012
FULTFulton Financial Corp	$26.4M	0.72%	0.78%	-2.0%	Q4 2012
CAKECheesecake Factory Inc	$26.3M	0.71%	0.97%	-20.4%	Q3 2017
AVGOBroadcom Inc.	$26M	0.71%	0.00%	-26.4%	Q2 2018
CMCCOMMERCIAL METALS Co	$25.9M	0.70%	0.41%	-1.5%	Q4 2012
FAFirst Advantage Corp	$25.9M	0.70%	0.97%	-1.1%	Q4 2023
FOURShift4 Payments, Inc.	$25.8M	0.70%	0.40%	-0.3%	Q2 2022
PFSIPennyMac Financial Services, Inc.	$25.4M	0.69%	0.39%	-1.2%	Q2 2024
ROCKGibraltar Industries, Inc.	$25.4M	0.69%	1.18%	-1.6%	Q2 2020

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