Van Berkom & Associates Inc.
Net seller this quarter
$3.1B
64
-$3.46B
30.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VCTR | $103M | 3.32% | 1.99% | -60.6% | Q1 2020 |
 CRL | $102M | 3.28% | 0.94% | -55.2% | Q2 2013 |
 ENSG | $99.9M | 3.22% | 1.07% | -40.1% | Q3 2020 |
 LAUR | $99.1M | 3.19% | 1.98% | -56.1% | Q1 2019 |
 DOCN | $96.5M | 3.11% | 0.59% | -76.3% | Q3 2022 |
 PRVA | $95.5M | 3.08% | 2.94% | -54.2% | Q1 2025 |
 SNEX | $88.4M | 2.85% | 0.62% | -73.1% | Q3 2020 |
 FSS | $87.6M | 2.82% | 1.12% | -52.9% | Q2 2020 |
 PNTG | $87.5M | 2.82% | 6.80% | -55.6% | Q3 2021 |
 GTES | $86.9M | 2.80% | 1.23% | -49.9% | Q4 2025 |
 RLI | $83.9M | 2.70% | 1.55% | -47.1% | Q2 2013 |
 OZK | $83.6M | 2.69% | Not reported | -53.5% | Q4 2019 |
 EEFT | $82.8M | 2.67% | 2.97% | -54.6% | Q2 2013 |
 LOPE | $78M | 2.51% | 2.08% | -53.5% | Q2 2013 |
 NMIH | $76.4M | 2.46% | 2.47% | -53.3% | Q2 2021 |
 CHE | $75.8M | 2.44% | 1.25% | -50.7% | Q2 2013 |
 AWI | $74.6M | 2.40% | 1.10% | -47.9% | Q3 2022 |
 RDNT | $73.6M | 2.37% | 1.52% | -42.0% | Q2 2025 |
 CCC | $72.7M | 2.34% | 2.40% | -47.9% | Q2 2024 |
 SPXC | $71.7M | 2.31% | 0.58% | -52.3% | Q4 2024 |
 TTEK | $71.3M | 2.30% | 0.96% | -46.0% | Q1 2025 |
 BV | $71.1M | 2.29% | 5.41% | -50.2% | Q3 2025 |
 WSC | $70.7M | 2.28% | 1.35% | -57.5% | Q4 2024 |
 HLNE | $69.8M | 2.25% | Not reported | -46.9% | Q1 2022 |
 FIVN | $66.3M | 2.14% | 4.16% | -53.4% | Q1 2024 |
 PLNT | $65.8M | 2.12% | 1261848.00% | -36.3% | Q4 2023 |
 ESAB | $65.1M | 2.10% | 1.08% | -49.7% | Q3 2024 |
 YETI | $60.1M | 1.94% | 1.60% | -7.1% | Q2 2022 |
 SHAK | $59.3M | 1.91% | Not reported | -37.7% | Q2 2021 |
 PCTY | $59.1M | 1.91% | 1.06% | -54.1% | Q3 2023 |
 HLI | $58.5M | 1.89% | 74.24% | -46.3% | Q1 2019 |
 MMS | $58.5M | 1.88% | 2.08% | -53.6% | Q2 2013 |
 MOD | $58.5M | 1.88% | 0.41% | -70.1% | Q3 2025 |
 FND | $58.4M | 1.88% | 0.92% | -45.5% | Q1 2025 |
 FCN | $57.9M | 1.87% | 1.40% | -55.9% | Q1 2021 |
 STVN | $53.7M | 1.73% | 0.98% | +768.2% | Q4 2024 |
 ORA | $52.2M | 1.68% | 0.78% | -58.6% | Q1 2019 |
 PRIM | $50.5M | 1.63% | 0.95% | -45.0% | Q2 2015 |
 ROAD | $49.5M | 1.59% | 2.17% | +1558.4% | Q1 2025 |
 BMI | $49M | 1.58% | 1.13% | New | Q2 2026 |
 OPCH | $45.8M | 1.48% | 1.46% | -31.2% | Q1 2026 |
 PXED | $44.1M | 1.42% | 3.72% | -51.1% | Q4 2025 |
 SPSC | $36M | 1.16% | 1.74% | -53.5% | Q3 2025 |
 MDA | $6.85M | 0.22% | Not reported | -62.8% | Q1 2026 |
 BGSI | $5.82M | 0.19% | 0.22% | -21.3% | Q4 2025 |
 CIGI | $5.67M | 0.18% | 0.15% | -26.8% | Q2 2015 |
 ATS | $5.41M | 0.17% | 0.19% | -63.5% | Q2 2023 |
 TSAT | $3.92M | 0.13% | Not reported | +40.7% | Q1 2026 |
 LAZ | $3.29M | 0.11% | 0.07% | -39.5% | Q3 2025 |
 ATAT | $2.78M | 0.09% | 0.02% | -37.8% | Q2 2024 |
| Q1 2026 | |||||
| SNEX | $223M | 3.66% | 3.50% | +61.4% | Q3 2020 |
| DOCN | $222M | 3.64% | 2.48% | +60.6% | Q3 2022 |
| LAUR | $216M | 3.54% | 4.43% | +68.3% | Q1 2019 |
| ENSG | $210M | 3.43% | 1.78% | +65.7% | Q3 2020 |
| VCTR | $204M | 3.34% | 4.97% | +84.7% | Q1 2020 |
| LOPE | $199M | 3.26% | 4.39% | +90.9% | Q2 2013 |
| CRL | $173M | 2.83% | 2.08% | +122.4% | Q2 2013 |
| PRVA | $167M | 2.73% | 6.45% | +110.9% | Q1 2025 |
| HLNE | $166M | 2.71% | Not reported | +119.4% | Q1 2022 |
| EEFT | $165M | 2.71% | 6.34% | +93.1% | Q2 2013 |
| PNTG | $163M | 2.67% | 15.37% | +71.4% | Q3 2021 |
| CCC | $162M | 2.66% | 4.45% | +131.0% | Q2 2024 |
| MOD | $159M | 2.60% | 1.39% | +67.7% | Q3 2025 |
| OZK | $158M | 2.59% | Not reported | +84.5% | Q4 2019 |
| FSS | $157M | 2.57% | 2.37% | +95.5% | Q2 2020 |
| FCN | $156M | 2.55% | 2.93% | +84.5% | Q1 2021 |
| RLI | $153M | 2.51% | 2.92% | +111.5% | Q2 2013 |
| SHAK | $150M | 2.46% | Not reported | +84.0% | Q2 2021 |
| MMS | $150M | 2.46% | 4.41% | +107.4% | Q2 2013 |
| NMIH | $149M | 2.45% | 5.23% | +97.5% | Q2 2021 |
| PLNT | $147M | 2.41% | 1981638.00% | +142.2% | Q4 2023 |
| AWI | $147M | 2.41% | 2.10% | +93.5% | Q3 2022 |
| GTES | $140M | 2.30% | 2.44% | +93.9% | Q4 2025 |
| TTEK | $138M | 2.26% | 1.76% | +99.4% | Q1 2025 |
| PCTY | $133M | 2.18% | 2.30% | +135.6% | Q3 2023 |
| PRIM | $132M | 2.17% | 1.71% | +61.5% | Q2 2015 |
| ORA | $130M | 2.12% | 1.88% | +67.0% | Q1 2019 |
| ESAB | $127M | 2.08% | 2.16% | +72.2% | Q3 2024 |
| CHE | $125M | 2.04% | 2.49% | +88.8% | Q2 2013 |
| SPXC | $123M | 2.01% | 1.22% | +87.6% | Q4 2024 |
| BV | $119M | 1.95% | 10.78% | +107.4% | Q3 2025 |
| HLI | $117M | 1.91% | 138.12% | +115.2% | Q1 2019 |
| RDNT | $115M | 1.88% | 2.62% | +149.7% | Q2 2025 |
 EPAM | $111M | 1.81% | 1.55% | +93.1% | Q4 2024 |
| FIVN | $101M | 1.66% | 8.71% | +85.4% | Q1 2024 |
| WSC | $100M | 1.64% | 3.18% | +81.3% | Q4 2024 |
| FND | $91.7M | 1.50% | 1.67% | +96.4% | Q1 2025 |
| PXED | $86.2M | 1.41% | 7.65% | +85.5% | Q4 2025 |
| OPCH | $85.5M | 1.40% | 2.02% | New | Q1 2026 |
| SPSC | $75.5M | 1.24% | 3.69% | +119.9% | Q3 2025 |
 VITL | $63.9M | 1.05% | 10.28% | +4097.4% | Q4 2025 |
 BLKB | $55.5M | 0.91% | 3.10% | +84.3% | Q3 2020 |
| YETI | $47.7M | 0.78% | 1.73% | -19.6% | Q2 2022 |
| ATS | $14.5M | 0.24% | 0.52% | +91.3% | Q2 2023 |
| MDA | $11.3M | 0.19% | Not reported | New | Q1 2026 |
| BGSI | $9.97M | 0.16% | 0.28% | +149.1% | Q4 2025 |
| CIGI | $8.82M | 0.14% | 0.21% | Not reported | Q2 2015 |
| LAZ | $5.51M | 0.09% | 0.12% | +115.0% | Q3 2025 |
| ATAT | $5.18M | 0.08% | 0.03% | +100.9% | Q2 2024 |
| STVN | $4.7M | 0.08% | 0.11% | +5988.5% | Q4 2024 |
| Q4 2025 | |||||
| LAUR | $124M | 3.58% | 2.58% | -9.2% | Q1 2019 |
| ENSG | $109M | 3.15% | 1.08% | -16.0% | Q3 2020 |
| SNEX | $109M | 3.14% | 2.18% | -4.7% | Q3 2020 |
| VCTR | $106M | 3.06% | 2.62% | +0.1% | Q1 2020 |
| HLNE | $102M | 2.94% | Not reported | +10.7% | Q1 2022 |
| LOPE | $102M | 2.94% | 2.24% | +17.2% | Q2 2013 |
| EEFT | $98.3M | 2.83% | 3.07% | +16.8% | Q2 2013 |
| MMS | $97.6M | 2.81% | 2.07% | -2.7% | Q2 2013 |
| CCC | $93M | 2.68% | 1.93% | +22.9% | Q2 2024 |
| PRVA | $91.1M | 2.63% | 3.11% | +1.9% | Q1 2025 |
| CRL | $89.9M | 2.59% | 0.92% | -9.3% | Q2 2013 |
| PLNT | $88.8M | 2.56% | 818233.00% | +10.2% | Q4 2023 |
| AWI | $88.2M | 2.54% | 1.08% | -3.5% | Q3 2022 |
| PNTG | $87.7M | 2.53% | 9.00% | +0.1% | Q3 2021 |
| EPAM | $86.8M | 2.50% | 0.78% | +14.6% | Q4 2024 |
| OZK | $86M | 2.48% | Not reported | +2.8% | Q4 2019 |
| ESAB | $85.2M | 2.46% | 1.26% | +6.4% | Q3 2024 |
| NMIH | $82.2M | 2.37% | 2.64% | +5.6% | Q2 2021 |
| FCN | $81.7M | 2.36% | 1.55% | +9.3% | Q1 2021 |
| RLI | $81.2M | 2.34% | 1.38% | +3.2% | Q2 2013 |
| FSS | $80.5M | 2.32% | 1.22% | +16.4% | Q2 2020 |
| PCTY | $79.8M | 2.30% | 0.97% | +17.3% | Q3 2023 |
| DOCN | $77.5M | 2.23% | 1.75% | +2.9% | Q3 2022 |
| TTEK | $76.9M | 2.22% | 0.88% | +11.0% | Q1 2025 |
| ORA | $76.6M | 2.21% | 1.14% | -22.5% | Q1 2019 |
| SHAK | $74.9M | 2.16% | Not reported | +27.6% | Q2 2021 |
| CHE | $74.8M | 2.16% | 1.23% | +2.4% | Q2 2013 |
| FIVN | $72.1M | 2.08% | 4.66% | +28.0% | Q1 2024 |
| YETI | $71.6M | 2.06% | 2.08% | -5.3% | Q2 2022 |
| PRIM | $71.1M | 2.05% | 1.06% | -10.4% | Q2 2015 |
| GTES | $68.6M | 1.98% | 1.26% | New | Q4 2025 |
| HLI | $65.7M | 1.90% | 64.19% | +0.2% | Q1 2019 |
| SPXC | $65.4M | 1.89% | 0.66% | -8.5% | Q4 2024 |
| BV | $61.6M | 1.77% | 5.14% | +6.6% | Q3 2025 |
 IBP | $61.1M | 1.76% | 0.87% | -20.8% | Q2 2021 |
| WSC | $59.8M | 1.72% | 1.75% | +4.0% | Q4 2024 |
| RDNT | $58.8M | 1.69% | 1.06% | 0.0% | Q2 2025 |
| MOD | $58.2M | 1.68% | 0.83% | +3145.2% | Q3 2025 |
| FND | $55.9M | 1.61% | 0.85% | +6.8% | Q1 2025 |
| SPSC | $55M | 1.59% | 1.64% | +23.8% | Q3 2025 |
| BLKB | $49.4M | 1.42% | 1.67% | +16.7% | Q3 2020 |
| PXED | $44.8M | 1.29% | 4.14% | New | Q4 2025 |
 DV | $42.8M | 1.23% | 2.31% | 0.0% | Q4 2021 |
 GO | $38.8M | 1.12% | 3.91% | +2.1% | Q1 2023 |
| ATS | $7.43M | 0.21% | 0.28% | -0.3% | Q2 2023 |
| BGSI | $5.01M | 0.14% | 0.11% | New | Q4 2025 |
| VITL | $3.44M | 0.10% | 0.24% | New | Q4 2025 |
| LAZ | $2.93M | 0.08% | 0.05% | +9.0% | Q3 2025 |
| ATAT | $2.76M | 0.08% | 0.02% | +11.2% | Q2 2024 |
 APG | $1.68M | 0.05% | 0.01% | -96.8% | Q1 2025 |
| Q3 2025 | |||||
| ENSG | $129M | 3.74% | 1.29% | -0.4% | Q3 2020 |
| LAUR | $128M | 3.70% | 2.75% | -18.2% | Q1 2019 |
| SNEX | $121M | 3.50% | 1.02% | +0.3% | Q3 2020 |
| LOPE | $115M | 3.32% | 1.87% | +3.0% | Q2 2013 |
| VCTR | $109M | 3.15% | 2.59% | -5.7% | Q1 2020 |
| MMS | $106M | 3.07% | 2.12% | -8.3% | Q2 2013 |
| EEFT | $97.1M | 2.81% | 2.70% | +7.0% | Q2 2013 |
| PRVA | $94M | 2.72% | 3.07% | +30.1% | Q1 2025 |
| AWI | $93.7M | 2.71% | 1.11% | -13.6% | Q3 2022 |
| OZK | $92.7M | 2.68% | Not reported | +0.7% | Q4 2019 |
| HLNE | $92.5M | 2.67% | Not reported | +0.8% | Q1 2022 |
| PRIM | $87.8M | 2.54% | 1.18% | -34.9% | Q2 2015 |
| CCC | $86.8M | 2.51% | 1.47% | +8.9% | Q2 2024 |
| ORA | $86.1M | 2.49% | 1.47% | -14.1% | Q1 2019 |
| RLI | $80.2M | 2.32% | 1.34% | +14.6% | Q2 2013 |
| ESAB | $80.1M | 2.32% | 1.18% | +28.7% | Q3 2024 |
| PNTG | $78.5M | 2.27% | 9.00% | +10.1% | Q3 2021 |
| CRL | $77.7M | 2.25% | 1.01% | +2.1% | Q2 2013 |
| HLI | $77.3M | 2.24% | 64.08% | -5.0% | Q1 2019 |
| PLNT | $77.1M | 2.23% | 742619.00% | -0.2% | Q4 2023 |
| CHE | $76.5M | 2.21% | 1.21% | +33.0% | Q2 2013 |
 GMED | $76.3M | 2.21% | 0.99% | +3.8% | Q3 2014 |
| FSS | $75.8M | 2.19% | 1.05% | -23.9% | Q2 2020 |
| IBP | $73.3M | 2.12% | 1.10% | -33.0% | Q2 2021 |
| NMIH | $73.2M | 2.12% | 2.48% | +0.4% | Q2 2021 |
| PCTY | $71.1M | 2.06% | 0.82% | -1.7% | Q3 2023 |
| FCN | $70.7M | 2.05% | 1.40% | +5.1% | Q1 2021 |
| TTEK | $68.9M | 1.99% | 0.79% | +0.1% | Q1 2025 |
| FIVN | $68M | 1.97% | 3.59% | -1.3% | Q1 2024 |
| SHAK | $67.7M | 1.96% | Not reported | +14.9% | Q2 2021 |
| SPXC | $66.7M | 1.93% | 0.72% | -18.6% | Q4 2024 |
 SGI | $65.7M | 1.90% | 0.37% | -29.9% | Q2 2013 |
| WSC | $64.5M | 1.86% | 1.68% | +26.8% | Q4 2024 |
| FND | $63.4M | 1.83% | 0.80% | +12.2% | Q1 2025 |
| RDNT | $62.8M | 1.82% | 1.07% | +14163.6% | Q2 2025 |
| BV | $61.1M | 1.77% | 4.81% | New | Q3 2025 |
| GO | $60.3M | 1.74% | 3.83% | +16.9% | Q1 2023 |
| YETI | $56.8M | 1.64% | 2.19% | -5.0% | Q2 2022 |
| EPAM | $55.7M | 1.61% | 0.67% | +4413.0% | Q4 2024 |
| DOCN | $53.5M | 1.55% | 1.71% | +33.1% | Q3 2022 |
| SPSC | $51.9M | 1.50% | 1.32% | New | Q3 2025 |
| APG | $47M | 1.36% | 0.33% | -0.2% | Q1 2025 |
| DV | $44.8M | 1.30% | 2.32% | +2.6% | Q4 2021 |
| BLKB | $43M | 1.24% | 1.39% | -0.2% | Q3 2020 |
| ATS | $7.06M | 0.20% | 0.28% | +0.3% | Q2 2023 |
| LAZ | $2.92M | 0.08% | 0.05% | New | Q3 2025 |
| ATAT | $2.37M | 0.07% | 0.02% | +2.2% | Q2 2024 |
| MOD | $1.91M | 0.06% | 0.03% | New | Q3 2025 |
| ROAD | $1.78M | 0.05% | 0.07% | Not reported | Q1 2025 |
 PTC | $1.66M | 0.05% | 0.01% | -10.9% | Q1 2023 |