Global Alpha Capital Management Ltd.
Net seller this quarter
$1.67B
48
-$190M
44.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ORA | $148M | 8.88% | 2.21% | -24.1% | Q2 2013 |
 UMBF | $98.6M | 5.90% | 0.91% | +4.8% | Q2 2015 |
 SANM | $75M | 4.49% | 0.55% | -50.8% | Q2 2022 |
 CVLT | $70.1M | 4.20% | 1.19% | +34.2% | Q4 2025 |
 GMED | $67.7M | 4.06% | 0.63% | +23.4% | Q1 2017 |
 COLD | $67.5M | 4.04% | 1.50% | +38.8% | Q4 2023 |
 DIOD | $63.4M | 3.80% | 1.26% | -30.9% | Q3 2023 |
 GXO | $53.1M | 3.18% | 0.91% | +12.6% | Q3 2024 |
 RUSHA | $49.8M | 2.98% | Not reported | -7.1% | Q1 2023 |
 EXP | $48.3M | 2.90% | 0.70% | -0.7% | Q2 2013 |
 SAM | $47.4M | 2.84% | Not reported | +81.4% | Q2 2016 |
 ANIP | $46.2M | 2.77% | 2.48% | +54.5% | Q1 2019 |
 RDNT | $45.3M | 2.72% | 0.93% | +11.7% | Q4 2018 |
 RYN | $44.3M | 2.65% | 0.70% | -0.5% | Q3 2015 |
 FSS | $42M | 2.52% | 0.54% | -0.9% | Q1 2020 |
 RLI | $41.4M | 2.48% | 0.76% | +19.1% | Q2 2013 |
 THRM | $40.5M | 2.43% | 3.86% | -0.4% | Q2 2015 |
 EVR | $40.3M | 2.42% | Not reported | -0.6% | Q2 2015 |
 ATNI | $38.3M | 2.29% | 9.38% | -0.9% | Q2 2016 |
 LMNR | $38.1M | 2.28% | 15.99% | -1.0% | Q2 2015 |
 DGII | $35.7M | 2.14% | 1.26% | -0.6% | Q2 2023 |
 SII | $35.6M | 2.14% | 1.22% | +0.7% | Q2 2024 |
 KWR | $34.3M | 2.06% | 1.26% | +27.3% | Q4 2025 |
 SCI | $33M | 1.98% | 0.32% | +24.9% | Q1 2026 |
 GPOR | $32.2M | 1.93% | 1.07% | -0.4% | Q4 2024 |
 BGSI | $30.6M | 1.84% | 1.16% | -0.5% | Q4 2025 |
 DOCU | $29.9M | 1.79% | 0.35% | New | Q2 2026 |
 PRAA | $29.9M | 1.79% | 4.18% | -18.7% | Q2 2015 |
 AA | $29.1M | 1.75% | 0.21% | -19.0% | Q3 2024 |
 GENI | $28.2M | 1.69% | 44.44% | -0.1% | Q2 2025 |
 AWI | $27.9M | 1.67% | 0.41% | -0.1% | Q1 2025 |
 REZI | $25.7M | 1.54% | 0.54% | -0.2% | Q4 2025 |
 DNOW | $21M | 1.26% | 0.90% | -46.1% | Q4 2022 |
 SEDG | $20.3M | 1.21% | 0.56% | +703.7% | Q1 2016 |
 CLNE | $19.5M | 1.17% | 4.32% | +33.5% | Q3 2020 |
 EEFT | $17.2M | 1.03% | 0.62% | -0.7% | Q3 2025 |
 WRD | $16.4M | 0.98% | Not reported | +10.4% | Q1 2026 |
 ENS | $6.01M | 0.36% | 0.07% | -11.9% | Q4 2023 |
 VMI | $4.82M | 0.29% | 0.04% | -0.2% | Q4 2023 |
 NXT | $3.92M | 0.24% | 0.02% | -3.5% | Q2 2025 |
 AGM | $3.66M | 0.22% | Not reported | +9.3% | Q4 2023 |
 ONT | $3.5M | 0.21% | 0.49% | +21.2% | Q1 2024 |
 BCPC | $3.42M | 0.20% | 0.06% | -0.2% | Q4 2023 |
 ZWS | $3.38M | 0.20% | 0.04% | -0.2% | Q4 2023 |
 VCEL | $2.85M | 0.17% | 0.13% | +28.4% | Q2 2024 |
 CVSA | $2.43M | 0.15% | 0.06% | -0.2% | Q4 2023 |
 MWA | $2.33M | 0.14% | 0.06% | +85.7% | Q4 2023 |
 POWI | $991K | 0.06% | 0.02% | Not reported | Q4 2023 |
| Q1 2026 | |||||
| ORA | $200M | 12.03% | 2.92% | +4.1% | Q2 2013 |
| SANM | $78.1M | 4.70% | 1.10% | +6.7% | Q2 2022 |
| UMBF | $74.3M | 4.47% | 0.87% | +4.2% | Q2 2015 |
| GMED | $59.8M | 3.60% | 0.51% | +4.2% | Q1 2017 |
| DIOD | $57.2M | 3.44% | 1.82% | -2.0% | Q3 2023 |
| RUSHA | $48.5M | 2.92% | Not reported | -27.5% | Q1 2023 |
| GXO | $48.2M | 2.90% | 0.81% | +6.1% | Q3 2024 |
| AA | $45.7M | 2.75% | 0.26% | -34.6% | Q3 2024 |
| SII | $44.7M | 2.69% | 1.22% | -22.5% | Q2 2024 |
| RYN | $43.1M | 2.59% | 0.69% | +26.1% | Q3 2015 |
| BGSI | $41.6M | 2.50% | 1.17% | +1.8% | Q4 2025 |
| EXP | $41M | 2.46% | 0.69% | +12.2% | Q2 2013 |
| GPOR | $40.3M | 2.43% | 1.05% | -0.8% | Q4 2024 |
| ATNI | $39.7M | 2.39% | 9.47% | Not reported | Q2 2016 |
| LMNR | $39.3M | 2.36% | 16.16% | 0.0% | Q2 2015 |
 ACIW | $37.6M | 2.26% | 0.90% | +38.2% | Q2 2013 |
| RDNT | $36.8M | 2.21% | 0.84% | +34.8% | Q4 2018 |
| DNOW | $35.8M | 2.15% | 1.65% | +8.4% | Q4 2022 |
| FSS | $35.7M | 2.15% | 0.54% | -24.3% | Q1 2020 |
| EVR | $35.5M | 2.13% | Not reported | -0.7% | Q2 2015 |
| COLD | $35.4M | 2.13% | 1.08% | +26.1% | Q4 2023 |
| SAM | $34M | 2.04% | Not reported | +19.9% | Q2 2016 |
| PRAA | $33.9M | 2.04% | 5.08% | -1.3% | Q2 2015 |
| RLI | $33.6M | 2.02% | 0.64% | +35.8% | Q2 2013 |
| THRM | $33.1M | 1.99% | 3.89% | +15.6% | Q2 2015 |
 WTFC | $32.6M | 1.96% | 0.35% | -0.8% | Q4 2019 |
 CAE | $31.5M | 1.89% | 0.38% | +67.4% | Q4 2025 |
| AWI | $28.7M | 1.73% | 0.41% | +9.3% | Q1 2025 |
| CVLT | $28.7M | 1.73% | 0.89% | +161.5% | Q4 2025 |
| SCI | $28.7M | 1.73% | 0.25% | New | Q1 2026 |
| REZI | $27.9M | 1.68% | 0.55% | +38.8% | Q4 2025 |
| ANIP | $27.8M | 1.67% | 1.61% | -38.8% | Q1 2019 |
 BC | $27.2M | 1.64% | 0.58% | +13.7% | Q4 2022 |
 CWST | $25.9M | 1.56% | Not reported | -0.8% | Q4 2023 |
| DGII | $23.1M | 1.39% | 1.27% | -0.9% | Q2 2023 |
| KWR | $21.1M | 1.27% | 0.98% | +10.3% | Q4 2025 |
| WRD | $20.6M | 1.24% | Not reported | New | Q1 2026 |
| GENI | $18.9M | 1.13% | 44.48% | +13.7% | Q2 2025 |
| CLNE | $17.7M | 1.06% | 3.24% | +8.9% | Q3 2020 |
| EEFT | $15.7M | 0.94% | 0.60% | -0.8% | Q3 2025 |
| ENS | $5.07M | 0.31% | 0.08% | +4.1% | Q4 2023 |
| NXT | $4.11M | 0.25% | 0.03% | -7.9% | Q2 2025 |
| BCPC | $3.43M | 0.21% | 0.06% | Not reported | Q4 2023 |
| VMI | $3.34M | 0.20% | 0.04% | -30.6% | Q4 2023 |
| ONT | $3.13M | 0.19% | 0.40% | -0.3% | Q1 2024 |
| ZWS | $3.01M | 0.18% | 0.04% | -0.3% | Q4 2023 |
| AGM | $2.49M | 0.15% | Not reported | -0.6% | Q4 2023 |
| CVSA | $2.25M | 0.14% | 0.06% | +10.7% | Q4 2023 |
| SEDG | $2.2M | 0.13% | 0.07% | +105.4% | Q1 2016 |
| VCEL | $1.61M | 0.10% | 0.10% | -0.2% | Q2 2024 |
| Q4 2025 | |||||
| ORA | $190M | 11.57% | 2.83% | -1.6% | Q2 2013 |
| SANM | $84.7M | 5.17% | 1.03% | -30.8% | Q2 2022 |
| UMBF | $72.7M | 4.44% | 0.83% | -1.8% | Q2 2015 |
| GMED | $58.2M | 3.55% | 0.50% | -41.8% | Q1 2017 |
| AA | $56M | 3.42% | 0.40% | -18.7% | Q3 2024 |
| RUSHA | $54.6M | 3.33% | Not reported | +20.6% | Q1 2023 |
| BGSI | $50.9M | 3.11% | 1.15% | New | Q4 2025 |
| FSS | $47.3M | 2.89% | 0.72% | -6.6% | Q1 2020 |
| ANIP | $46.6M | 2.84% | 2.62% | -6.4% | Q1 2019 |
| GXO | $46.1M | 2.81% | 0.77% | -24.4% | Q3 2024 |
| GENI | $43.1M | 2.63% | 39.11% | -17.4% | Q2 2025 |
| DIOD | $42.2M | 2.57% | 1.86% | +1.6% | Q3 2023 |
| EVR | $40.7M | 2.48% | Not reported | -26.3% | Q2 2015 |
| GPOR | $39.9M | 2.44% | 1.02% | +18.3% | Q4 2024 |
| EXP | $39.8M | 2.43% | 0.61% | +32.7% | Q2 2013 |
| SII | $39.6M | 2.42% | 1.57% | -6.7% | Q2 2024 |
| THRM | $37.5M | 2.29% | 3.38% | -6.6% | Q2 2015 |
| LMNR | $36.9M | 2.25% | 16.15% | -8.1% | Q2 2015 |
| DNOW | $36.8M | 2.24% | 1.49% | +37.0% | Q4 2022 |
| RYN | $35.9M | 2.19% | 1.03% | -2.0% | Q3 2015 |
| RDNT | $34.8M | 2.12% | 0.63% | -30.5% | Q4 2018 |
| PRAA | $34.7M | 2.12% | 5.10% | -6.6% | Q2 2015 |
| ATNI | $33.2M | 2.03% | 9.55% | -6.6% | Q2 2016 |
| WTFC | $33M | 2.02% | 0.35% | -6.7% | Q4 2019 |
| CWST | $32.2M | 1.96% | Not reported | -42.8% | Q4 2023 |
| ACIW | $31.7M | 1.93% | 0.65% | -29.1% | Q2 2013 |
| COLD | $31.6M | 1.92% | 0.86% | +5524.5% | Q4 2023 |
| AWI | $30.5M | 1.86% | 0.37% | -6.3% | Q1 2025 |
| RLI | $27.7M | 1.69% | 0.47% | -6.7% | Q2 2013 |
| BC | $24.4M | 1.49% | 0.51% | +21.4% | Q4 2022 |
| SAM | $24M | 1.46% | Not reported | -6.2% | Q2 2016 |
| CAE | $21.9M | 1.34% | 0.23% | New | Q4 2025 |
| KWR | $21.1M | 1.29% | 0.89% | New | Q4 2025 |
| REZI | $20.9M | 1.28% | 0.40% | New | Q4 2025 |
| DGII | $20.9M | 1.28% | 1.30% | -6.7% | Q2 2023 |
| EEFT | $18.1M | 1.11% | 0.57% | +74.0% | Q3 2025 |
| CVLT | $17.7M | 1.08% | 0.32% | New | Q4 2025 |
 GNTX | $16.5M | 1.01% | 0.33% | -19.0% | Q2 2013 |
 FPI | $14.5M | 0.88% | 3.47% | -48.5% | Q2 2016 |
| CLNE | $13.7M | 0.84% | 2.98% | -6.7% | Q3 2020 |
| VMI | $4.85M | 0.30% | 0.06% | -0.3% | Q4 2023 |
| ENS | $4.12M | 0.25% | 0.08% | -36.8% | Q4 2023 |
| ONT | $3.56M | 0.22% | 0.40% | -18.2% | Q1 2024 |
| NXT | $3.22M | 0.20% | 0.03% | +1.9% | Q2 2025 |
| ZWS | $3.13M | 0.19% | 0.04% | -38.3% | Q4 2023 |
| BCPC | $3.11M | 0.19% | 0.06% | +12.2% | Q4 2023 |
| AGM | $2.97M | 0.18% | Not reported | Not reported | Q4 2023 |
| MWA | $2.21M | 0.14% | 0.06% | -0.3% | Q4 2023 |
| CVSA | $1.83M | 0.11% | 0.05% | -29.3% | Q4 2023 |
| VCEL | $1.8M | 0.11% | 0.10% | +44.9% | Q2 2024 |
| Q3 2025 | |||||
| ORA | $168M | 9.62% | 2.88% | -16.4% | Q2 2013 |
| SANM | $93.9M | 5.37% | 1.53% | -6.1% | Q2 2022 |
| UMBF | $76.2M | 4.36% | 0.85% | -0.1% | Q2 2015 |
 SCZ | $68.6M | 3.92% | Not reported | Not reported | Q1 2022 |
| GMED | $65.6M | 3.75% | 0.85% | +8.6% | Q1 2017 |
| GXO | $61.3M | 3.50% | 1.01% | -0.5% | Q3 2024 |
| GENI | $58.6M | 3.35% | 25.59% | +12.8% | Q2 2025 |
| ANIP | $57.8M | 3.30% | 2.99% | -26.9% | Q1 2019 |
| FSS | $55.5M | 3.17% | 0.77% | -17.1% | Q1 2020 |
| EVR | $54.8M | 3.13% | Not reported | -0.6% | Q2 2015 |
| CWST | $54.5M | 3.11% | Not reported | +9.0% | Q4 2023 |
| RDNT | $53.6M | 3.06% | 0.91% | +12.0% | Q4 2018 |
| ACIW | $49.4M | 2.82% | 0.91% | -0.5% | Q2 2013 |
| LMNR | $47.3M | 2.70% | 17.65% | -1.8% | Q2 2015 |
 CW | $46.4M | 2.65% | 0.23% | -17.7% | Q2 2022 |
| RYN | $44.9M | 2.57% | 1.10% | -0.5% | Q3 2015 |
| RUSHA | $44.9M | 2.57% | Not reported | -0.5% | Q1 2023 |
| DIOD | $44.8M | 2.56% | 1.81% | -0.5% | Q3 2023 |
| AA | $42.7M | 2.44% | 0.50% | +31.6% | Q3 2024 |
| THRM | $37.6M | 2.15% | 3.62% | -0.5% | Q2 2015 |
| VRNT | $37.3M | 2.13% | 3.05% | -25.4% | Q3 2018 |
| SII | $36M | 2.06% | 1.68% | -21.5% | Q2 2024 |
| EXP | $33.9M | 1.94% | 0.45% | -5.7% | Q2 2013 |
| WTFC | $33.5M | 1.92% | 0.38% | -17.6% | Q4 2019 |
| AWI | $33.4M | 1.91% | 0.39% | -0.5% | Q1 2025 |
| PRAA | $32.4M | 1.85% | 5.38% | -0.5% | Q2 2015 |
| FPI | $31.6M | 1.81% | 6.74% | -9.6% | Q2 2016 |
| DNOW | $30.9M | 1.77% | 1.93% | -0.5% | Q4 2022 |
| RLI | $30.3M | 1.73% | 0.51% | -15.1% | Q2 2013 |
| GPOR | $29.4M | 1.68% | 0.83% | -0.5% | Q4 2024 |
| SAM | $27.7M | 1.59% | Not reported | +15.3% | Q2 2016 |
| GNTX | $24.7M | 1.41% | 0.40% | -0.5% | Q2 2013 |
| ATNI | $23.3M | 1.33% | 10.22% | -1.6% | Q2 2016 |
| DGII | $18.9M | 1.08% | 1.39% | -0.5% | Q2 2023 |
| CLNE | $18.1M | 1.03% | 3.20% | -19.8% | Q3 2020 |
| BC | $17.1M | 0.98% | 0.42% | -0.5% | Q4 2022 |
| EEFT | $12M | 0.69% | 0.33% | New | Q3 2025 |
| ZWS | $5.12M | 0.29% | 0.07% | -0.4% | Q4 2023 |
| ENS | $5.01M | 0.29% | 0.12% | +20.0% | Q4 2023 |
| ONT | $4.81M | 0.28% | 0.50% | +7.6% | Q1 2024 |
| VMI | $4.69M | 0.27% | 0.06% | +28.7% | Q4 2023 |
| CVSA | $3.85M | 0.22% | 0.07% | -24.7% | Q4 2023 |
 CSTE | $3.71M | 0.21% | 6.76% | -22.3% | Q4 2015 |
| AGM | $2.84M | 0.16% | Not reported | +11.9% | Q4 2023 |
| BCPC | $2.71M | 0.15% | 0.06% | Not reported | Q4 2023 |
| POWI | $2.7M | 0.15% | 0.12% | Not reported | Q4 2023 |
| NXT | $2.69M | 0.15% | 0.03% | +48.7% | Q2 2025 |
 LMB | $2.6M | 0.15% | 0.23% | +88.3% | Q1 2025 |
| MWA | $2.38M | 0.14% | 0.06% | Not reported | Q4 2023 |
 BFAM | $2.09M | 0.12% | 0.03% | +58.2% | Q4 2023 |