Bridge City Capital, LLC
Net seller this quarter
$438M
113
-$18.8M
24.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ONTO | $15.4M | 3.52% | 0.08% | -9.6% | Q4 2019 |
 KLIC | $13.3M | 3.03% | 0.19% | +5.4% | Q2 2023 |
 VPG | $11.9M | 2.72% | 0.65% | +37.9% | Q2 2019 |
 ATEN | $11.1M | 2.53% | 0.41% | -26.1% | Q1 2021 |
 DIOD | $9.47M | 2.16% | 0.19% | -26.5% | Q3 2017 |
 CCS | $9.42M | 2.15% | 0.46% | +31.0% | Q3 2017 |
 MOD | $9.13M | 2.08% | 0.06% | -1.3% | Q3 2024 |
 ADUS | $8.58M | 1.96% | 0.46% | +11.1% | Q4 2019 |
 GBCI | $8.41M | 1.92% | 0.13% | -1.3% | Q1 2018 |
 LMAT | $8.29M | 1.89% | 0.38% | +22.7% | Q1 2019 |
 DORM | $7.99M | 1.82% | 0.20% | +25.1% | Q3 2017 |
 PCRX | $7.92M | 1.81% | 0.78% | -22.5% | Q1 2024 |
 ACIW | $7.88M | 1.80% | 0.15% | +13.2% | Q3 2017 |
 CRAI | $7.66M | 1.75% | 0.83% | +59.2% | Q4 2023 |
 HRMY | $7.62M | 1.74% | 0.36% | Not reported | Q3 2024 |
 GMED | $7.5M | 1.71% | 0.07% | +43.3% | Q3 2017 |
 LSTR | $7.42M | 1.69% | 0.11% | +52.5% | Q3 2017 |
 OSIS | $7.29M | 1.66% | 0.21% | +47.5% | Q3 2017 |
 UCTT | $7.28M | 1.66% | 0.11% | -37.1% | Q4 2024 |
 SITE | $6.85M | 1.56% | 0.14% | +43.6% | Q2 2019 |
 AMPH | $6.84M | 1.56% | 0.80% | +1.1% | Q2 2023 |
 IRMD | $6.79M | 1.55% | 0.56% | -2.1% | Q3 2023 |
 PLUS | $6.74M | 1.54% | 0.31% | +18.6% | Q1 2024 |
 LAD | $6.58M | 1.50% | 0.10% | +12.3% | Q3 2017 |
 WTTR | $6.27M | 1.43% | 0.78% | -2.9% | Q4 2022 |
 PDFS | $5.42M | 1.24% | 0.18% | -24.1% | Q1 2025 |
 TGTX | $4.88M | 1.11% | 0.06% | -1.9% | Q1 2026 |
 AIN | $4.85M | 1.11% | 0.23% | -1.9% | Q1 2020 |
| CPRX | $4.8M | 1.10% | 0.12% | -1.9% | Q1 2025 |
 CORT | $4.68M | 1.07% | 0.05% | -1.9% | Q2 2020 |
 USPH | $4.66M | 1.06% | 0.45% | +27.7% | Q3 2017 |
 RBC | $4.46M | 1.02% | 0.02% | -62.0% | Q3 2017 |
 IIIN | $4.46M | 1.02% | 0.76% | +55.9% | Q1 2018 |
 UFPT | $4.45M | 1.02% | 0.22% | -15.0% | Q2 2024 |
 KRYS | $4.39M | 1.00% | 0.04% | -1.9% | Q3 2025 |
 NVEC | $4.18M | 0.95% | 0.83% | -3.1% | Q3 2017 |
 INVX | $4.03M | 0.92% | 0.24% | -2.8% | Q3 2024 |
 STRL | $4.02M | 0.92% | 0.02% | -82.8% | Q1 2023 |
 BMI | $3.81M | 0.87% | 0.09% | -35.0% | Q4 2023 |
 DFIN | $3.74M | 0.85% | 0.36% | +30.1% | Q4 2023 |
 MD | $3.7M | 0.84% | 0.18% | -1.9% | Q3 2017 |
 RAMP | $3.68M | 0.84% | 0.16% | -1.9% | Q4 2025 |
 SUPN | $3.64M | 0.83% | 0.13% | +24.2% | Q3 2017 |
 CGNX | $3.62M | 0.83% | 0.03% | -1.9% | Q2 2025 |
 EVR | $3.6M | 0.82% | Not reported | -1.9% | Q3 2017 |
 MYRG | $3.54M | 0.81% | 0.05% | -1.9% | Q4 2023 |
 HCSG | $3.43M | 0.78% | 0.21% | -1.9% | Q3 2017 |
 WHD | $3.41M | 0.78% | 0.09% | -1.9% | Q1 2022 |
 YETI | $3.39M | 0.77% | 0.09% | -1.9% | Q1 2021 |
 NHC | $3.36M | 0.77% | 0.10% | -1.9% | Q4 2025 |
| Q1 2026 | |||||
 ENSG | $11.9M | 3.30% | 0.10% | -1.9% | Q3 2017 |
| STRL | $11.4M | 3.15% | 0.09% | +6.5% | Q1 2023 |
| RBC | $9.89M | 2.74% | 0.06% | +5.0% | Q3 2017 |
| ATEN | $9.26M | 2.57% | 0.56% | +5.6% | Q1 2021 |
| ONTO | $9.26M | 2.57% | 0.09% | +6.5% | Q4 2019 |
| PCRX | $9.1M | 2.52% | 1.02% | +41.1% | Q1 2024 |
| DIOD | $8.04M | 2.23% | 0.26% | +1.2% | Q3 2017 |
| LMAT | $7.68M | 2.13% | 0.31% | +5.7% | Q1 2019 |
| MOD | $7.51M | 2.08% | 0.07% | -18.4% | Q3 2024 |
| GBCI | $7.38M | 2.04% | 0.13% | +6.5% | Q1 2018 |
| ADUS | $7.2M | 2.00% | 0.41% | +147.0% | Q4 2019 |
| IRMD | $6.99M | 1.94% | 0.57% | +2.4% | Q3 2023 |
| AMPH | $6.56M | 1.82% | 0.75% | +42.3% | Q2 2023 |
 MTSI | $6.31M | 1.75% | 0.04% | -21.4% | Q2 2022 |
| KLIC | $6.2M | 1.72% | 0.18% | +13.7% | Q2 2023 |
| BMI | $6.03M | 1.67% | 0.14% | +25.6% | Q4 2023 |
| OSIS | $6M | 1.66% | 0.14% | +6.4% | Q3 2017 |
| CCS | $5.76M | 1.60% | 0.35% | +26.9% | Q3 2017 |
| GMED | $5.71M | 1.58% | 0.05% | -21.2% | Q3 2017 |
| ACIW | $5.68M | 1.57% | 0.14% | +21.1% | Q3 2017 |
| SITE | $5.55M | 1.54% | 0.09% | +55.5% | Q2 2019 |
| CRAI | $5.47M | 1.52% | 0.51% | +59.2% | Q4 2023 |
| PLUS | $5.14M | 1.42% | 0.26% | +6.6% | Q1 2024 |
| UCTT | $5.05M | 1.40% | 0.18% | +0.1% | Q4 2024 |
| LAD | $5.04M | 1.40% | 0.09% | +6.6% | Q3 2017 |
| WTTR | $4.95M | 1.37% | 0.80% | -1.5% | Q4 2022 |
| DORM | $4.89M | 1.35% | 0.16% | +6.6% | Q3 2017 |
| INVX | $4.08M | 1.13% | 0.24% | -1.4% | Q3 2024 |
| USPH | $3.98M | 1.10% | 0.35% | +0.6% | Q3 2017 |
| CPRX | $3.85M | 1.07% | 0.13% | -0.6% | Q1 2025 |
| UFPT | $3.83M | 1.06% | 0.26% | +16.8% | Q2 2024 |
| LSTR | $3.77M | 1.04% | 0.07% | +1.8% | Q3 2017 |
 FN | $3.52M | 0.98% | 0.02% | -0.7% | Q2 2024 |
| AIN | $3.46M | 0.96% | 0.23% | +1.7% | Q1 2020 |
| PDFS | $3.3M | 0.91% | 0.25% | -1.5% | Q1 2025 |
| SUPN | $3.25M | 0.90% | 0.11% | -1.4% | Q3 2017 |
 UFPI | $3.23M | 0.90% | 0.06% | -0.8% | Q1 2020 |
| DFIN | $3.23M | 0.89% | 0.27% | +19.4% | Q4 2023 |
| WHD | $3.22M | 0.89% | 0.09% | -0.6% | Q1 2022 |
| EVR | $3.21M | 0.89% | Not reported | -0.6% | Q3 2017 |
| MD | $3.18M | 0.88% | 0.18% | -0.7% | Q3 2017 |
| IIIN | $3.18M | 0.88% | 0.49% | -1.4% | Q1 2018 |
 EXLS | $3.15M | 0.87% | 0.07% | -29.9% | Q2 2023 |
| KRYS | $3.11M | 0.86% | 0.04% | -0.7% | Q3 2025 |
| TGTX | $3.01M | 0.83% | 0.06% | New | Q1 2026 |
 LOPE | $2.99M | 0.83% | 0.07% | +33.7% | Q4 2025 |
 EPAM | $2.92M | 0.81% | 0.04% | -29.8% | Q3 2017 |
 FFIN | $2.9M | 0.80% | 0.07% | -0.8% | Q3 2017 |
 WSBC | $2.83M | 0.78% | 0.09% | -0.8% | Q2 2018 |
| OLLI | $2.81M | 0.78% | 0.05% | -0.7% | Q1 2021 |
| Q4 2025 | |||||
| ENSG | $10.5M | 3.09% | 0.10% | -15.0% | Q3 2017 |
| HRMY | $8.87M | 2.61% | 0.41% | -8.8% | Q3 2024 |
| STRL | $8.01M | 2.36% | 0.09% | -22.7% | Q1 2023 |
| RBC | $7.77M | 2.28% | 0.05% | -8.9% | Q3 2017 |
| PCRX | $7.39M | 2.17% | 0.69% | -8.3% | Q1 2024 |
| GMED | $7.34M | 2.16% | 0.06% | -27.5% | Q3 2017 |
| IRMD | $6.89M | 2.03% | 0.55% | +19.4% | Q3 2023 |
| GBCI | $6.83M | 2.01% | 0.12% | -10.4% | Q1 2018 |
| ATEN | $6.71M | 1.97% | 0.53% | -9.6% | Q1 2021 |
| ONTO | $6.69M | 1.97% | 0.09% | -10.4% | Q4 2019 |
| AMPH | $6.31M | 1.85% | 0.52% | +72.8% | Q2 2023 |
| EPAM | $6.3M | 1.85% | 0.06% | Not reported | Q3 2017 |
| LAD | $6.29M | 1.85% | 0.08% | -10.2% | Q3 2017 |
| EXLS | $6.27M | 1.84% | 0.09% | +6.4% | Q2 2023 |
| MTSI | $6.19M | 1.82% | 0.05% | -29.1% | Q2 2022 |
| DIOD | $5.74M | 1.69% | 0.25% | +6.5% | Q3 2017 |
| MOD | $5.67M | 1.67% | 0.08% | -10.5% | Q3 2024 |
| PLUS | $5.62M | 1.65% | 0.24% | +21.6% | Q1 2024 |
| BMI | $5.49M | 1.61% | 0.08% | -10.4% | Q4 2023 |
| ACIW | $5.47M | 1.61% | 0.11% | -7.8% | Q3 2017 |
| DORM | $5.41M | 1.59% | 0.14% | -10.3% | Q3 2017 |
| OSIS | $5.41M | 1.59% | 0.13% | -23.4% | Q3 2017 |
| LMAT | $5.4M | 1.59% | 0.29% | -9.8% | Q1 2019 |
| CCS | $4.7M | 1.38% | 0.27% | -10.4% | Q3 2017 |
 CBZ | $4.58M | 1.34% | 0.17% | -10.6% | Q3 2023 |
| CRAI | $4.26M | 1.25% | 0.32% | +16.3% | Q4 2023 |
 CRDO | $4.21M | 1.24% | 0.02% | -14.1% | Q2 2025 |
| USPH | $4.13M | 1.21% | 0.35% | +7.4% | Q3 2017 |
| KLIC | $3.78M | 1.11% | 0.16% | -14.1% | Q2 2023 |
| UFPT | $3.76M | 1.10% | 0.22% | -36.2% | Q2 2024 |
| INVX | $3.71M | 1.09% | 0.25% | -12.3% | Q3 2024 |
| EVR | $3.69M | 1.08% | Not reported | -13.8% | Q3 2017 |
| CPRX | $3.66M | 1.07% | 0.13% | -14.1% | Q1 2025 |
| WTTR | $3.45M | 1.01% | 0.81% | -12.1% | Q4 2022 |
| OLLI | $3.36M | 0.99% | 0.05% | -13.8% | Q1 2021 |
| ADUS | $3.34M | 0.98% | 0.17% | -12.7% | Q4 2019 |
| SITE | $3.34M | 0.98% | 0.06% | +3.9% | Q2 2019 |
| LSTR | $3.32M | 0.98% | 0.07% | -7.0% | Q3 2017 |
| AIN | $3.31M | 0.97% | 0.23% | -36.5% | Q1 2020 |
| UFPI | $3.22M | 0.95% | 0.06% | -13.9% | Q1 2020 |
| MD | $3.21M | 0.94% | 0.18% | -36.7% | Q3 2017 |
| SUPN | $3.17M | 0.93% | 0.11% | -12.4% | Q3 2017 |
 THRM | $3.15M | 0.93% | 0.28% | -12.7% | Q3 2017 |
| WHD | $3.12M | 0.92% | 0.09% | -13.8% | Q1 2022 |
| YETI | $3.11M | 0.91% | 0.09% | -14.2% | Q1 2021 |
| FN | $3.09M | 0.91% | 0.02% | -64.8% | Q2 2024 |
| VPG | $3.08M | 0.90% | 0.65% | -10.5% | Q2 2019 |
| IIIN | $3.04M | 0.89% | 0.49% | -9.6% | Q1 2018 |
| KRYS | $2.99M | 0.88% | 0.04% | -14.3% | Q3 2025 |
| FFIN | $2.96M | 0.87% | 0.07% | -36.4% | Q3 2017 |
| Q3 2025 | |||||
| ENSG | $12.2M | 3.27% | 0.12% | -2.6% | Q3 2017 |
| STRL | $11.5M | 3.07% | 0.11% | -33.2% | Q1 2023 |
| GBCI | $8.42M | 2.25% | 0.15% | +2.0% | Q1 2018 |
| PCRX | $8.03M | 2.14% | 0.72% | +83.6% | Q1 2024 |
| DORM | $7.64M | 2.04% | 0.16% | +0.5% | Q3 2017 |
| ATEN | $7.62M | 2.03% | 0.59% | +0.4% | Q1 2021 |
| RBC | $7.43M | 1.98% | 0.06% | +0.4% | Q3 2017 |
| HRMY | $7.16M | 1.91% | 0.45% | +59.8% | Q3 2024 |
| FN | $7.05M | 1.88% | 0.05% | -18.8% | Q2 2024 |
| OSIS | $6.9M | 1.84% | 0.16% | -18.3% | Q3 2017 |
| MOD | $6.75M | 1.80% | 0.09% | -17.7% | Q3 2024 |
| LAD | $6.66M | 1.78% | 0.09% | +0.5% | Q3 2017 |
| GMED | $6.64M | 1.77% | 0.09% | +0.4% | Q3 2017 |
| ACIW | $6.54M | 1.75% | 0.12% | +15.0% | Q3 2017 |
| LMAT | $6.46M | 1.73% | 0.33% | +0.4% | Q1 2019 |
| MTSI | $6.35M | 1.70% | 0.07% | +0.4% | Q2 2022 |
| BMI | $6.28M | 1.68% | 0.12% | +45.4% | Q4 2023 |
| ONTO | $6.12M | 1.63% | 0.10% | +191.4% | Q4 2019 |
| EXLS | $6.11M | 1.63% | 0.09% | +14.1% | Q2 2023 |
| DIOD | $5.81M | 1.55% | 0.24% | +0.4% | Q3 2017 |
| CCS | $5.6M | 1.49% | 0.30% | +20.6% | Q3 2017 |
| AIN | $5.47M | 1.46% | 0.35% | +25.5% | Q1 2020 |
| CBZ | $5.37M | 1.43% | 0.19% | +21.1% | Q3 2023 |
| UFPT | $5.29M | 1.41% | 0.34% | +0.4% | Q2 2024 |
| FFIN | $5.24M | 1.40% | 0.11% | +32.8% | Q3 2017 |
 ARIS | $4.98M | 1.33% | 0.12% | +15.9% | Q1 2023 |
| CRDO | $4.97M | 1.33% | 0.02% | -1.7% | Q2 2025 |
| OLLI | $4.57M | 1.22% | 0.06% | -1.6% | Q1 2021 |
| EVR | $4.24M | 1.13% | Not reported | -1.6% | Q3 2017 |
| IRMD | $4.22M | 1.13% | 0.47% | -1.4% | Q3 2023 |
| ADUS | $4.21M | 1.12% | 0.19% | +0.3% | Q4 2019 |
| USPH | $4.18M | 1.12% | 0.32% | -1.6% | Q3 2017 |
| IIIN | $4.07M | 1.09% | 0.55% | -13.6% | Q1 2018 |
| WTTR | $3.99M | 1.07% | 0.93% | -1.5% | Q4 2022 |
| MD | $3.97M | 1.06% | 0.28% | +59.5% | Q3 2017 |
| KLIC | $3.92M | 1.05% | 0.19% | -1.7% | Q2 2023 |
| UFPI | $3.84M | 1.03% | 0.07% | -24.0% | Q1 2020 |
| CRAI | $3.81M | 1.02% | 0.28% | +344.4% | Q4 2023 |
| PLUS | $3.74M | 1.00% | 0.20% | -1.7% | Q1 2024 |
| AMPH | $3.63M | 0.97% | 0.29% | -1.7% | Q2 2023 |
| CPRX | $3.59M | 0.96% | 0.15% | +57.3% | Q1 2025 |
| INVX | $3.58M | 0.96% | 0.28% | -1.5% | Q3 2024 |
 BBSI | $3.54M | 0.94% | 0.31% | -1.5% | Q4 2023 |
| SUPN | $3.48M | 0.93% | 0.13% | -21.5% | Q3 2017 |
| THRM | $3.38M | 0.90% | 0.32% | -1.5% | Q3 2017 |
| SITE | $3.32M | 0.89% | 0.06% | -1.6% | Q2 2019 |
| DFIN | $3.31M | 0.88% | 0.24% | +35.0% | Q4 2023 |
 LZB | $3.22M | 0.86% | 0.23% | -1.7% | Q3 2017 |
| WHD | $3.13M | 0.84% | 0.11% | -1.6% | Q1 2022 |
 PLAB | $3.11M | 0.83% | 0.23% | -1.5% | Q3 2020 |