Palisades Investment Partners, LLC
Net buyer this quarter
$352M
52
+$32.9M
43.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPXC | $31.3M | 8.91% | 0.26% | +3.6% | Q2 2024 |
 KRYS | $17.8M | 5.05% | 0.16% | +5.3% | Q2 2024 |
 PKE | $16.6M | 4.72% | 2.08% | +4.3% | Q3 2025 |
 TVTX | $15.5M | 4.41% | 0.29% | +7.0% | Q4 2025 |
 WLFC | $14.4M | 4.10% | 0.90% | +182.2% | Q2 2024 |
 ENVA | $14.4M | 4.09% | 0.24% | +1.3% | Q2 2024 |
 IESC | $11M | 3.13% | 0.08% | +2.6% | Q3 2025 |
 PAY | $10.4M | 2.96% | 0.42% | +0.4% | Q1 2025 |
 UFPT | $10.3M | 2.93% | 0.50% | +3.0% | Q2 2024 |
 VCYT | $10.3M | 2.92% | 0.22% | +2.6% | Q4 2024 |
 ICHR | $10.1M | 2.87% | 0.24% | New | Q2 2026 |
 LPTH | $9.97M | 2.83% | 0.97% | +2.0% | Q1 2026 |
 LUNR | $9.9M | 2.82% | 0.55% | +7.0% | Q1 2025 |
 STRL | $9.27M | 2.64% | 0.04% | +27.0% | Q2 2024 |
 ONTO | $8.58M | 2.44% | 0.05% | +2.0% | Q2 2024 |
 PAYS | $8.2M | 2.33% | 1.77% | +0.7% | Q3 2025 |
 MPTI | $8.16M | 2.32% | 1.89% | +1.6% | Q2 2024 |
 SATL | $7.73M | 2.20% | 4.95% | New | Q2 2026 |
 OSS | $7.53M | 2.14% | 1.66% | New | Q2 2026 |
 ITRI | $6.91M | 1.96% | 0.18% | +0.7% | Q2 2025 |
 MWA | $6.79M | 1.93% | 0.17% | +3.0% | Q4 2024 |
 VOYG | $6.54M | 1.86% | Not reported | New | Q2 2026 |
 AMSC | $6.51M | 1.85% | 0.32% | +2.7% | Q2 2024 |
 FISI | $5.92M | 1.68% | 0.77% | +3.0% | Q2 2024 |
 FFBC | $5.6M | 1.59% | 0.16% | +2.5% | Q2 2024 |
 MC | $5.53M | 1.57% | Not reported | +8.9% | Q2 2024 |
 AMPX | $5.11M | 1.45% | 0.25% | -0.3% | Q1 2026 |
 HYLN | $4.73M | 1.35% | 0.51% | New | Q2 2026 |
 INTA | $4.55M | 1.29% | 0.24% | +2.3% | Q2 2024 |
 SILC | $4.33M | 1.23% | 1.58% | New | Q2 2026 |
 RELY | $4.32M | 1.23% | 0.09% | +1.5% | Q2 2025 |
 OTTR | $3.92M | 1.12% | 0.10% | -1.8% | Q2 2024 |
 POET | $3.57M | 1.02% | 0.26% | New | Q2 2026 |
 SF | $3.5M | 1.00% | 0.03% | +2.3% | Q2 2024 |
 CRMD | $3.35M | 0.95% | 0.55% | -30.1% | Q4 2024 |
 UMAC | $3.33M | 0.95% | 0.30% | -4.2% | Q1 2026 |
 SPSC | $3.19M | 0.91% | 0.15% | +2.3% | Q2 2024 |
 FCFS | $3.02M | 0.86% | 0.03% | -1.3% | Q2 2024 |
 KINS | $2.83M | 0.81% | 1.03% | -0.2% | Q4 2024 |
 ASYS | $2.37M | 0.67% | 0.59% | +2.0% | Q1 2026 |
 UFPI | $2.29M | 0.65% | 0.05% | +1.9% | Q2 2024 |
 ARTNA | $1.91M | 0.54% | 0.70% | +2.3% | Q2 2024 |
 TGEN | $1.69M | 0.48% | 1.07% | -3.2% | Q3 2025 |
 CAMT | $1.65M | 0.47% | 0.02% | +40.8% | Q2 2024 |
 EEFT | $1.64M | 0.47% | 0.06% | +32.5% | Q2 2013 |
 FRPH | $1.17M | 0.33% | 0.24% | +1.9% | Q2 2024 |
 MEDP | $1.17M | 0.33% | 0.01% | -86.6% | Q2 2024 |
 COHU | $1.02M | 0.29% | 0.03% | New | Q2 2026 |
 MMYT | $896K | 0.25% | Not reported | -86.3% | Q2 2024 |
 FCPT | $773K | 0.22% | 0.03% | +2.3% | Q2 2024 |
| Q1 2026 | |||||
| SPXC | $24.7M | 9.68% | 0.25% | +7.2% | Q2 2024 |
| KRYS | $11.7M | 4.60% | 0.15% | +6.2% | Q2 2024 |
| PKE | $11.4M | 4.48% | 2.09% | +29.6% | Q3 2025 |
| PAY | $10.9M | 4.27% | 0.41% | +114.1% | Q1 2025 |
| LUNR | $8.03M | 3.15% | 0.51% | +6.3% | Q1 2025 |
| ENVA | $8M | 3.14% | 0.24% | +5.5% | Q2 2024 |
| MEDP | $7.93M | 3.11% | 0.06% | +1.5% | Q2 2024 |
| TVTX | $7.58M | 2.97% | 0.28% | +85.3% | Q4 2025 |
| UFPT | $7.3M | 2.86% | 0.49% | +7.4% | Q2 2024 |
| ITRI | $7.1M | 2.78% | 0.18% | +5.6% | Q2 2025 |
| MWA | $7.02M | 2.75% | 0.16% | +5.3% | Q4 2024 |
| IESC | $6.97M | 2.73% | 0.07% | +7.2% | Q3 2025 |
| AMPX | $6.23M | 2.44% | 0.27% | New | Q1 2026 |
| LPTH | $5.99M | 2.35% | 0.98% | New | Q1 2026 |
 WGS | $5.91M | 2.32% | 0.31% | +5.5% | Q4 2024 |
| PAYS | $5.86M | 2.30% | 1.78% | +7.5% | Q3 2025 |
| VCYT | $5.5M | 2.15% | 0.21% | +5.3% | Q4 2024 |
 BMI | $5.42M | 2.12% | 0.12% | +4.8% | Q2 2024 |
| MPTI | $5.42M | 2.12% | 2.27% | +21.4% | Q2 2024 |
| AMSC | $5.16M | 2.02% | 0.32% | +5.8% | Q2 2024 |
| FISI | $4.69M | 1.84% | 0.75% | +4.0% | Q2 2024 |
| MMYT | $4.57M | 1.79% | Not reported | +2.6% | Q2 2024 |
| ONTO | $4.56M | 1.79% | 0.04% | +7.7% | Q2 2024 |
| INTA | $4.53M | 1.78% | 0.23% | +5.4% | Q2 2024 |
| FFBC | $4.5M | 1.76% | 0.15% | +5.3% | Q2 2024 |
| MC | $4.42M | 1.73% | Not reported | -0.4% | Q2 2024 |
| CRMD | $4.14M | 1.62% | 0.78% | +5.8% | Q4 2024 |
 ROOT | $3.99M | 1.56% | 3.83% | +8.4% | Q3 2025 |
| OTTR | $3.89M | 1.53% | 0.11% | +8.5% | Q2 2024 |
| WLFC | $3.8M | 1.49% | 0.33% | +5.4% | Q2 2024 |
| SF | $3.62M | 1.42% | 0.03% | +8.3% | Q2 2024 |
| STRL | $3.54M | 1.39% | 0.03% | -91.1% | Q2 2024 |
| SPSC | $3.04M | 1.19% | 0.15% | +8.8% | Q2 2024 |
| RELY | $2.98M | 1.17% | 0.09% | +5.8% | Q2 2025 |
| FCFS | $2.66M | 1.04% | 0.03% | +7.6% | Q2 2024 |
| UFPI | $2.28M | 0.89% | 0.04% | +6.4% | Q2 2024 |
| KINS | $2.17M | 0.85% | 1.03% | +5.2% | Q4 2024 |
| UMAC | $1.93M | 0.76% | 0.33% | New | Q1 2026 |
| ARTNA | $1.75M | 0.69% | 0.68% | +3.8% | Q2 2024 |
 IA | $1.32M | 0.52% | 0.36% | -73.1% | Q3 2025 |
| ASYS | $1.18M | 0.46% | 0.69% | New | Q1 2026 |
| EEFT | $1.12M | 0.44% | 0.04% | +7.1% | Q2 2013 |
| CAMT | $1.09M | 0.43% | 0.02% | +4.0% | Q2 2024 |
| FRPH | $1.01M | 0.40% | 0.24% | -0.8% | Q2 2024 |
| TGEN | $855K | 0.34% | 1.12% | -14.4% | Q3 2025 |
| FCPT | $729K | 0.29% | 0.03% | -4.7% | Q2 2024 |
 LMAT | $486K | 0.19% | 0.02% | +13.5% | Q3 2025 |
 DCTH | $128K | 0.05% | 0.04% | -94.9% | Q3 2024 |
| Q4 2025 | |||||
| STRL | $29.9M | 11.28% | 0.32% | +1.8% | Q2 2024 |
| SPXC | $23M | 8.71% | 0.23% | +2.4% | Q2 2024 |
| WGS | $11.3M | 4.28% | 0.30% | +2.9% | Q4 2024 |
| KRYS | $10.5M | 3.98% | 0.15% | +3.3% | Q2 2024 |
| MMYT | $9.8M | 3.70% | Not reported | +1.6% | Q2 2024 |
| MEDP | $9.14M | 3.45% | 0.06% | +2.4% | Q2 2024 |
| ENVA | $8.78M | 3.32% | 0.23% | +2.3% | Q2 2024 |
| UFPT | $7.8M | 2.94% | 0.46% | +1.3% | Q2 2024 |
| INTA | $7.67M | 2.90% | 0.21% | +1.5% | Q2 2024 |
| ITRI | $6.97M | 2.63% | 0.17% | +1.9% | Q2 2025 |
| PKE | $6.87M | 2.59% | 1.62% | +10.9% | Q3 2025 |
| VCYT | $6.82M | 2.58% | 0.20% | +2.5% | Q4 2024 |
| CRMD | $6.71M | 2.53% | 0.73% | +2.2% | Q4 2024 |
| LUNR | $6.61M | 2.50% | 0.48% | +2.1% | Q1 2025 |
| PAY | $6.33M | 2.39% | 0.19% | +2.3% | Q1 2025 |
| ROOT | $6.02M | 2.27% | 3.53% | +1.9% | Q3 2025 |
| BMI | $5.92M | 2.24% | 0.09% | -0.7% | Q2 2024 |
| MWA | $5.77M | 2.18% | 0.16% | +2.5% | Q4 2024 |
| MC | $5.36M | 2.02% | Not reported | +2.1% | Q2 2024 |
| IESC | $5.31M | 2.00% | 0.07% | +2.5% | Q3 2025 |
| TVTX | $5.26M | 1.99% | 0.15% | New | Q4 2025 |
| PAYS | $4.76M | 1.80% | 1.68% | +3.0% | Q3 2025 |
| IA | $4.53M | 1.71% | 1.35% | +2.1% | Q3 2025 |
| SPSC | $4.47M | 1.69% | 0.13% | +2.2% | Q2 2024 |
| FISI | $4.43M | 1.67% | 0.70% | +2.5% | Q2 2024 |
| AMSC | $4.15M | 1.57% | 0.30% | +2.2% | Q2 2024 |
| FFBC | $3.84M | 1.45% | 0.16% | +2.3% | Q2 2024 |
| SF | $3.78M | 1.43% | 0.03% | +2.4% | Q2 2024 |
| MPTI | $3.55M | 1.34% | 1.96% | -47.9% | Q2 2024 |
| OTTR | $3.3M | 1.25% | 0.10% | +1.7% | Q2 2024 |
| ONTO | $3.26M | 1.23% | 0.04% | +2.1% | Q2 2024 |
| WLFC | $2.87M | 1.09% | 0.31% | +2.1% | Q2 2024 |
| DCTH | $2.7M | 1.02% | 0.77% | +1.6% | Q3 2024 |
| RELY | $2.48M | 0.94% | 0.09% | +1.5% | Q2 2025 |
| KINS | $2.38M | 0.90% | 0.98% | +1.4% | Q4 2024 |
| UFPI | $2.12M | 0.80% | 0.04% | +2.9% | Q2 2024 |
| FCFS | $2.09M | 0.79% | 0.03% | +1.6% | Q2 2024 |
| TGEN | $1.93M | 0.73% | 1.31% | +3.6% | Q3 2025 |
| ARTNA | $1.67M | 0.63% | 0.66% | +2.2% | Q2 2024 |
| EEFT | $1.2M | 0.45% | 0.04% | Not reported | Q2 2013 |
| FRPH | $1.06M | 0.40% | 0.24% | +1.9% | Q2 2024 |
 AGX | $1M | 0.38% | 0.02% | +13.4% | Q3 2025 |
| FCPT | $747K | 0.28% | 0.03% | +2.1% | Q2 2024 |
| CAMT | $737K | 0.28% | 0.02% | +10.0% | Q2 2024 |
 INOD | $393K | 0.15% | 0.02% | Not reported | Q2 2024 |
| LMAT | $318K | 0.12% | 0.02% | +13.3% | Q3 2025 |
 TSSI | $221K | 0.08% | 0.11% | +11.7% | Q4 2024 |
 FOA | $201K | 0.08% | 0.13% | New | Q4 2025 |
 ARDX | $59.2K | 0.02% | 0.00% | Not reported | Q2 2024 |
| Q3 2025 | |||||
| STRL | $32.5M | 12.78% | 0.31% | -3.0% | Q2 2024 |
| SPXC | $21M | 8.25% | 0.23% | +1.3% | Q2 2024 |
| MMYT | $11M | 4.32% | Not reported | +0.6% | Q2 2024 |
| ITRI | $9.17M | 3.60% | 0.16% | +0.1% | Q2 2025 |
| WGS | $9.13M | 3.58% | 0.29% | +2.1% | Q4 2024 |
| AMSC | $8.38M | 3.29% | 0.31% | +0.4% | Q2 2024 |
| MEDP | $8.17M | 3.21% | 0.06% | +0.9% | Q2 2024 |
| ROOT | $7.31M | 2.87% | 3.46% | New | Q3 2025 |
| KRYS | $7.31M | 2.87% | 0.14% | +3.0% | Q2 2024 |
| UFPT | $6.92M | 2.72% | 0.45% | +0.5% | Q2 2024 |
| INTA | $6.75M | 2.65% | 0.20% | +0.6% | Q2 2024 |
| CRMD | $6.56M | 2.58% | 0.72% | +0.3% | Q4 2024 |
| ENVA | $6.29M | 2.47% | 0.22% | +0.3% | Q2 2024 |
| BMI | $6.1M | 2.40% | 0.12% | +1.5% | Q2 2024 |
| MWA | $6.03M | 2.37% | 0.15% | +0.5% | Q4 2024 |
| PAY | $6M | 2.35% | 0.19% | +0.5% | Q1 2025 |
| PKE | $5.9M | 2.32% | 1.46% | New | Q3 2025 |
| PAYS | $5.65M | 2.22% | 1.63% | New | Q3 2025 |
| MC | $5.44M | 2.14% | Not reported | +0.4% | Q2 2024 |
| VCYT | $5.43M | 2.13% | 0.20% | -2.6% | Q4 2024 |
| IESC | $5.29M | 2.08% | 0.07% | New | Q3 2025 |
| SPSC | $5.12M | 2.01% | 0.13% | +0.5% | Q2 2024 |
| LUNR | $4.19M | 1.65% | 0.47% | +1.9% | Q1 2025 |
| FFBC | $3.78M | 1.49% | 0.16% | +0.4% | Q2 2024 |
| FISI | $3.78M | 1.48% | 0.68% | +0.4% | Q2 2024 |
| MPTI | $3.57M | 1.40% | 4.38% | +106.5% | Q2 2024 |
| SF | $3.34M | 1.31% | 0.03% | +0.5% | Q2 2024 |
| TGEN | $3.32M | 1.30% | 1.26% | New | Q3 2025 |
| OTTR | $3.29M | 1.29% | 0.10% | Not reported | Q2 2024 |
| IA | $2.93M | 1.15% | 1.33% | New | Q3 2025 |
| RELY | $2.88M | 1.13% | 0.08% | +0.2% | Q2 2025 |
| WLFC | $2.84M | 1.12% | 0.30% | +0.5% | Q2 2024 |
| DCTH | $2.83M | 1.11% | 0.74% | -2.7% | Q3 2024 |
| ONTO | $2.61M | 1.03% | 0.04% | +0.4% | Q2 2024 |
| UFPI | $2.12M | 0.83% | 0.04% | +0.4% | Q2 2024 |
| KINS | $2.06M | 0.81% | 0.99% | +0.2% | Q4 2024 |
| FCFS | $2.05M | 0.80% | 0.03% | Not reported | Q2 2024 |
| ARTNA | $1.69M | 0.66% | 0.64% | +0.5% | Q2 2024 |
| CCRD | $1.35M | 0.53% | Not reported | New | Q3 2025 |
| FRPH | $1.11M | 0.44% | 0.24% | +0.4% | Q2 2024 |
| FCPT | $772K | 0.30% | 0.03% | +0.3% | Q2 2024 |
| AGX | $762K | 0.30% | 0.02% | New | Q3 2025 |
| CAMT | $662K | 0.26% | 0.01% | +4.7% | Q2 2024 |
| INOD | $594K | 0.23% | 0.02% | -97.9% | Q2 2024 |
| TSSI | $506K | 0.20% | 0.10% | Not reported | Q4 2024 |
| LMAT | $303K | 0.12% | 0.02% | New | Q3 2025 |
| ARDX | $55.9K | 0.02% | 0.00% | -98.1% | Q2 2024 |