Pier Capital, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Pier Capital, LLC reported 129 stock positions worth $754.6 million. Its top holding was Hexcel (HXL) at 2.1% of the portfolio, followed by Allegro Microsystems (ALGM, 2.1%) and Onto Innovation (ONTO, 1.9%). Compared with Q1 2026, it opened 28 new positions, sold out of 21, added to 47 and reduced 43. The biggest buy was a new position in Jfrog (FROG) and the biggest sale an exit from Digitalocean (DOCN).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001310051
- Portfolio Value
- $754.6M (Q2 2026)
- SEC Filing
- 0001310051-26-000005 ↗ filed Aug 5, 2026
Holdings Value
Holdings 129 stocks · $754.6M
| HXL Hexcel Corp. | 2.10% | 158,734 | $15.9M | Reduce -0.4% |
| ALGM Allegro Microsystems Inc. | 2.10% | 227,777 | $15.9M | Add +0.5% |
| ONTO Onto Innovation Inc. | 1.92% | 38,281 | $14.5M | Reduce -2.0% |
| SMTC Semtech Corp. | 1.89% | 88,041 | $14.2M | Reduce -28.4% |
| CECO Ceco Environmental Corp. | 1.83% | 152,071 | $13.8M | Add +1.2% |
| AIT Applied Industrial Tech Inc. | 1.78% | 39,709 | $13.4M | Add +0.5% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 1.71% | 90,200 | $12.9M | Add +32.9% |
| FULT Fulton Financial Corp. | 1.70% | 530,772 | $12.8M | Reduce -0.5% |
| ALHC Alignment Healthcare Inc. | 1.66% | 527,462 | $12.6M | Reduce -1.8% |
| MIR Mirion Technologies Inc. | 1.65% | 696,047 | $12.5M | Reduce -1.1% |
| FROG Jfrog Ltd. | 1.59% | 131,860 | $12.0M | New |
| CVLT Commvault Systems Inc. | 1.56% | 82,928 | $11.8M | Reduce -9.0% |
| VMI Valmont Industries | 1.55% | 20,239 | $11.7M | Add +8.3% |
| ESTA Establishment Labs Holdings | 1.52% | 133,810 | $11.5M | Add +0.2% |
| AZZ Azz Inc. | 1.44% | 70,074 | $10.9M | Add +0.5% |
| ANGO Angiodynamics Inc. | 1.39% | 806,678 | $10.5M | Add +1.3% |
| SXT Sensient Technologies Corp. | 1.37% | 83,885 | $10.3M | Add +12.9% |
| ESE Esco Technologies Inc. | 1.34% | 28,971 | $10.1M | Reduce -1.7% |
| RGEN Repligen Corp. | 1.34% | 74,238 | $10.1M | Add +39.8% |
| WMS Advanced Drainage Systems Inc. | 1.33% | 64,151 | $10.1M | Add +0.5% |
| GBCI Glacier Bancorp Inc. | 1.32% | 193,834 | $10.0M | Add +0.6% |
| BIRK Birkenstock Holding PLC | 1.28% | 224,017 | $9.6M | Add +1.7% |
| IMAX Imax Corp. | 1.26% | 237,857 | $9.5M | Reduce -0.8% |
| KGS Kodiak Gas Services Inc. | 1.26% | 126,138 | $9.5M | Reduce -1.6% |
| SHLS Shoals Technologies Group -A | 1.24% | 948,433 | $9.4M | Reduce -0.0% |
| POWL Powell Industries Inc. | 1.22% | 32,059 | $9.2M | Reduce -20.0% |
| COCO The Vita Coco Co. Inc. | 1.19% | 135,730 | $9.0M | Add +0.1% |
| BAND Bandwidth Inc. Class A | 1.18% | 140,366 | $8.9M | New |
| LEU Centrus Energy Corp. Class A | 1.17% | 52,642 | $8.8M | Add +121.9% |
| LASR Nlight Inc. | 1.17% | 126,826 | $8.8M | Reduce -1.8% |
| OSW Onespaworld Holdings Ltd. | 1.17% | 312,111 | $8.8M | Reduce -22.9% |
| GNRC Generac Holdings Inc. | 1.16% | 29,765 | $8.7M | New |
| DRTS Alpha Tau Medical Ltd. | 1.15% | 691,939 | $8.7M | New |
| CVCO Cavco Industries Inc. | 1.15% | 14,075 | $8.6M | Add +1.7% |
| SBCF Seacoast Banking Corp. | 1.12% | 255,067 | $8.5M | Add +0.9% |
| LIND Lindblad Expeditions Holding | 1.12% | 299,547 | $8.5M | Add +56.0% |
| BOOT Boot Barn Holdings Inc. | 1.12% | 51,483 | $8.5M | Add +42.1% |
| CCS Century Communities Inc. | 1.11% | 116,506 | $8.3M | Add +30.1% |
| GTLB Gitlab Inc. Class A | 1.10% | 272,200 | $8.3M | New |
| MOD Modine Manufacturing Co. | 1.07% | 30,368 | $8.1M | Add +0.3% |
| SAIA Saia Inc. | 1.07% | 19,098 | $8.0M | Reduce -33.6% |
| ARCB Arcbest Corp. | 1.06% | 55,550 | $8.0M | Reduce -30.3% |
| SKY Champion Homes Inc. | 1.02% | 87,461 | $7.7M | Add +1.4% |
| MP MP Materials Corp. | 1.02% | 136,766 | $7.7M | Add +81.3% |
| LSCC Lattice Semiconductor Corp. | 1.01% | 49,612 | $7.6M | Reduce -44.7% |
| RDNT Radnet Inc. | 1.01% | 123,018 | $7.6M | Add +3.5% |
| BDC Belden Inc. | 1.00% | 63,106 | $7.6M | Add +0.3% |
| SITM Sitime Corp. | 0.99% | 10,026 | $7.5M | Reduce -44.0% |
| MSA Msa Safety Inc. | 0.98% | 42,298 | $7.4M | Add +0.5% |
| COGT Cogent Biosciences Inc. | 0.97% | 188,951 | $7.3M | Add +86.5% |
| HASI Ha Sustainable Infrastructur | 0.96% | 185,860 | $7.3M | Add +55.3% |
| FSLY Fastly Inc. Class A | 0.96% | 394,654 | $7.2M | New |
| GLBE Global-E Online Ltd. | 0.92% | 200,364 | $7.0M | Add +1.7% |
| CGNX Cognex Corp. | 0.91% | 94,683 | $6.9M | Reduce -41.9% |
| MC Moelis & Co. Class A | 0.91% | 104,681 | $6.8M | Reduce -24.6% |
| VIAV Viavi Solutions Inc. | 0.90% | 142,306 | $6.8M | Reduce -28.5% |
| AEIS Advanced Energy Industries | 0.90% | 18,128 | $6.8M | Reduce -2.3% |
| MRCY Mercury Systems Inc. | 0.89% | 55,104 | $6.7M | Reduce -1.6% |
| COHU Cohu Inc. | 0.86% | 87,460 | $6.5M | Reduce -22.5% |
| FPS Forgent Power Solutions Class A | 0.81% | 109,208 | $6.1M | New |
| NAVN Navan Inc. Class A | 0.80% | 264,663 | $6.1M | New |
| CYTK Cytokinetics Inc. | 0.80% | 70,665 | $6.0M | Add +1.6% |
| OMCL Omnicell Inc. | 0.79% | 144,226 | $6.0M | Add +0.8% |
| EYE National Vision Holdings Inc. | 0.78% | 310,446 | $5.9M | Add +0.9% |
| AEHR Aehr Test Systems | 0.77% | 60,394 | $5.8M | Reduce -52.4% |
| FORM Formfactor Inc. | 0.76% | 35,925 | $5.7M | Reduce -29.6% |
| BWXT BWX Technologies Inc. | 0.75% | 29,230 | $5.7M | Reduce -1.5% |
| ATI Ati Inc. | 0.74% | 28,199 | $5.6M | Reduce -1.8% |
| FLS Flowserve Corp. | 0.73% | 74,665 | $5.5M | Reduce -39.4% |
| COMP Compass Inc. Class A | 0.72% | 440,110 | $5.4M | Add +16.3% |
| SGRY Surgery Partners Inc. | 0.72% | 322,265 | $5.4M | Add +0.0% |
| CAMT Camtek Ltd. | 0.69% | 31,954 | $5.2M | Reduce -29.4% |
| BB Blackberry Ltd. | 0.68% | 402,974 | $5.1M | New |
| GH Guardant Health Inc. | 0.66% | 33,051 | $5.0M | Reduce -0.8% |
| IPGP Ipg Photonics Corp. | 0.65% | 41,609 | $4.9M | Add +1.7% |
| HQY Healthequity Inc. | 0.64% | 53,230 | $4.8M | New |
| ELF Elf Beauty Inc. | 0.62% | 63,703 | $4.7M | Add +41.4% |
| FLNC Fluence Energy Inc. | 0.62% | 233,703 | $4.6M | Reduce -45.9% |
| OLLI Ollie's Bargain Outlet Holdi | 0.61% | 60,206 | $4.6M | Add +0.6% |
| HLI Houlihan Lokey Inc. | 0.60% | 34,014 | $4.6M | Reduce -39.4% |
| IBP Installed Building Products | 0.59% | 19,214 | $4.4M | Add +56.6% |
| PL Planet Labs PBC | 0.58% | 132,432 | $4.4M | Add +24.6% |
| AVEX Aevex Corp. Class A | 0.57% | 207,402 | $4.3M | New |
| SIBN Si-Bone Inc. | 0.57% | 263,781 | $4.3M | Reduce -44.7% |
| DFTX Definium Therapeutics Inc. | 0.55% | 88,598 | $4.2M | New |
| PEGA Pegasystems Inc. | 0.54% | 137,080 | $4.1M | New |
| PRVA Privia Health Group Inc. | 0.54% | 159,123 | $4.1M | Add +0.3% |
| CLPT Clearpoint Neuro Inc. | 0.53% | 222,761 | $4.0M | New |
| WOLF Wolfspeed Inc. | 0.52% | 81,315 | $3.9M | New |
| CARL Carlsmed Inc. | 0.51% | 373,677 | $3.9M | New |
| INFQ Infleqtion Inc. | 0.49% | 278,389 | $3.7M | New |
| SPTX Seaport Therapeutics Inc. | 0.49% | 169,985 | $3.7M | New |
| KRUS Kura Sushi USA Inc. Class A | 0.48% | 63,394 | $3.6M | New |
| VERX Vertex Inc. Class A | 0.48% | 316,071 | $3.6M | Add +1.2% |
| CRS Carpenter Technology | 0.47% | 5,789 | $3.6M | Add +31.0% |
| OLMA Olema Pharmaceuticals Inc. | 0.37% | 220,699 | $2.8M | Add +62.1% |
| CAPR Capricor Therapeutics Inc. | 0.36% | 111,908 | $2.7M | Add +152.0% |
| KYMR Kymera Therapeutics Inc. | 0.26% | 16,948 | $1.9M | New |
| VICR Vicor Corp. | 0.22% | 4,428 | $1.7M | New |
| NXT Nextpower Inc. | 0.22% | 13,912 | $1.7M | New |
Portfolio Sells Q1 2026 → Q2 2026
| DOCN Digitalocean Holdings Inc. | Sold out | 0.00% | −1.73 |
| IPAR Interparfums Inc. | Sold out | 0.00% | −1.29 |
| SITE Siteone Landscape Supply Inc. | Sold out | 0.00% | −1.28 |
| UTI Universal Technical Institut | Sold out | 0.00% | −1.25 |
| FN Fabrinet | Reduce -99.9% | 0.00% | −1.15 |
| ROIV Roivant Sciences Ltd. | Sold out | 0.00% | −1.04 |
| ADUS Addus Homecare Corp. | Sold out | 0.00% | −0.88 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −0.88 |
| TSEM Tower Semiconductor Ltd. | Sold out | 0.00% | −0.84 |
| STRL Sterling Infrastructure Inc. | Sold out | 0.00% | −0.80 |
| PWP Perella Weinberg Partners | Sold out | 0.00% | −0.78 |
| FLS Flowserve Corp. | Reduce -39.4% | 0.73% | −0.76 |
| HLI Houlihan Lokey Inc. | Reduce -39.4% | 0.60% | −0.73 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.66 |
| SAIA Saia Inc. | Reduce -33.6% | 1.07% | −0.60 |
| GOOS Canada Goose Holdings Inc. | Sold out | 0.00% | −0.53 |
| GKOS Glaukos Corp. | Sold out | 0.00% | −0.52 |
| SHAK Shake Shack Inc. Class A | Sold out | 0.00% | −0.52 |
| MIR Mirion Technologies Inc. | Reduce -1.1% | 1.65% | −0.50 |
| GLOB Globant SA | Sold out | 0.00% | −0.46 |
| CAMT Camtek Ltd. | Reduce -29.4% | 0.69% | −0.44 |
| SIBN Si-Bone Inc. | Reduce -44.7% | 0.57% | −0.42 |
| CGNX Cognex Corp. | Reduce -41.9% | 0.91% | −0.41 |
| ATEC Alphatec Holdings Inc. | Sold out | 0.00% | −0.40 |
| MC Moelis & Co. Class A | Reduce -24.6% | 0.91% | −0.40 |
| GPCR Structure Therapeutics Inc. | Sold out | 0.00% | −0.38 |
| LSCC Lattice Semiconductor Corp. | Reduce -44.7% | 1.01% | −0.37 |
| OSW Onespaworld Holdings Ltd. | Reduce -22.9% | 1.17% | −0.37 |
| FLNC Fluence Energy Inc. | Reduce -45.9% | 0.62% | −0.36 |
| QTRX Quanterix Corp. | Sold out | 0.00% | −0.29 |
| IMAX Imax Corp. | Reduce -0.8% | 1.26% | −0.25 |
| BWXT BWX Technologies Inc. | Reduce -1.5% | 0.75% | −0.25 |
| ARCB Arcbest Corp. | Reduce -30.3% | 1.06% | −0.24 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −0.21 |
| VIAV Viavi Solutions Inc. | Reduce -28.5% | 0.90% | −0.19 |
| TW Tradeweb Markets Inc. Class A | Reduce -99.6% | 0.00% | −0.16 |
| EVR Evercore Inc. Class A | Reduce -99.6% | 0.00% | −0.12 |
| AEIS Advanced Energy Industries | Reduce -2.3% | 0.90% | −0.09 |
| FULT Fulton Financial Corp. | Reduce -0.5% | 1.70% | −0.09 |
| HII Huntington Ingalls Industrie | Reduce -3.9% | 0.11% | −0.08 |
| MPWR Monolithic Power Systems Inc. | Reduce -98.9% | 0.00% | −0.08 |
| LNG Cheniere Energy Inc. | Reduce -99.4% | 0.00% | −0.07 |
| FORM Formfactor Inc. | Reduce -29.6% | 0.76% | −0.06 |
| LASR Nlight Inc. | Reduce -1.8% | 1.17% | −0.04 |
| TDY Teledyne Technologies Inc. | Reduce -10.5% | 0.12% | −0.03 |
| SITM Sitime Corp. | Reduce -44.0% | 0.99% | −0.03 |
| ESE Esco Technologies Inc. | Reduce -1.7% | 1.34% | −0.02 |
| HXL Hexcel Corp. | Reduce -0.4% | 2.10% | −0.02 |
| DT Dynatrace Inc. | Reduce -10.5% | 0.12% | −0.02 |
| AEHR Aehr Test Systems | Reduce -52.4% | 0.77% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| FROG Jfrog Ltd. | New | 1.59% | +1.59 |
| BAND Bandwidth Inc. Class A | New | 1.18% | +1.18 |
| GNRC Generac Holdings Inc. | New | 1.16% | +1.16 |
| DRTS Alpha Tau Medical Ltd. | New | 1.15% | +1.15 |
| GTLB Gitlab Inc. Class A | New | 1.10% | +1.10 |
| FSLY Fastly Inc. Class A | New | 0.96% | +0.96 |
| ALGM Allegro Microsystems Inc. | Add +0.5% | 2.10% | +0.92 |
| FPS Forgent Power Solutions Class A | New | 0.81% | +0.81 |
| NAVN Navan Inc. Class A | New | 0.80% | +0.80 |
| BB Blackberry Ltd. | New | 0.68% | +0.68 |
| HQY Healthequity Inc. | New | 0.64% | +0.64 |
| HRI Herc Holdings Inc. | Add +32.9% | 1.71% | +0.60 |
| AVEX Aevex Corp. Class A | New | 0.57% | +0.57 |
| LIND Lindblad Expeditions Holding | Add +56.0% | 1.12% | +0.57 |
| DFTX Definium Therapeutics Inc. | New | 0.55% | +0.55 |
| PEGA Pegasystems Inc. | New | 0.54% | +0.54 |
| CLPT Clearpoint Neuro Inc. | New | 0.53% | +0.53 |
| WOLF Wolfspeed Inc. | New | 0.52% | +0.52 |
| CARL Carlsmed Inc. | New | 0.51% | +0.51 |
| LEU Centrus Energy Corp. Class A | Add +121.9% | 1.17% | +0.49 |
| INFQ Infleqtion Inc. | New | 0.49% | +0.49 |
| SPTX Seaport Therapeutics Inc. | New | 0.49% | +0.49 |
| KRUS Kura Sushi USA Inc. Class A | New | 0.48% | +0.48 |
| MP MP Materials Corp. | Add +81.3% | 1.02% | +0.41 |
| CECO Ceco Environmental Corp. | Add +1.2% | 1.83% | +0.35 |
| COGT Cogent Biosciences Inc. | Add +86.5% | 0.97% | +0.33 |
| VMI Valmont Industries | Add +8.3% | 1.55% | +0.32 |
| SXT Sensient Technologies Corp. | Add +12.9% | 1.37% | +0.31 |
| RGEN Repligen Corp. | Add +39.8% | 1.34% | +0.31 |
| ESTA Establishment Labs Holdings | Add +0.2% | 1.52% | +0.27 |
| COMP Compass Inc. Class A | Add +16.3% | 0.72% | +0.26 |
| CCS Century Communities Inc. | Add +30.1% | 1.11% | +0.26 |
| KYMR Kymera Therapeutics Inc. | New | 0.26% | +0.26 |
| BOOT Boot Barn Holdings Inc. | Add +42.1% | 1.12% | +0.25 |
| HASI Ha Sustainable Infrastructur | Add +55.3% | 0.96% | +0.24 |
| VICR Vicor Corp. | New | 0.22% | +0.22 |
| NXT Nextpower Inc. | New | 0.22% | +0.22 |
| CRS Carpenter Technology | Add +31.0% | 0.47% | +0.19 |
| ELF Elf Beauty Inc. | Add +41.4% | 0.62% | +0.17 |
| CAPR Capricor Therapeutics Inc. | Add +152.0% | 0.36% | +0.13 |
| TXRH Texas Roadhouse Inc. | Add +20034.8% | 0.12% | +0.12 |
| COCO The Vita Coco Co. Inc. | Add +0.1% | 1.19% | +0.12 |
| QXO Qxo Inc. | New | 0.11% | +0.11 |
| P Everpure Inc. Class A | New | 0.10% | +0.10 |
| TEAM Atlassian Corp. Class A | New | 0.10% | +0.10 |
| PL Planet Labs PBC | Add +24.6% | 0.58% | +0.09 |
| SGRY Surgery Partners Inc. | Add +0.0% | 0.72% | +0.08 |
| AIT Applied Industrial Tech Inc. | Add +0.5% | 1.78% | +0.05 |
| IBP Installed Building Products | Add +56.6% | 0.59% | +0.05 |
| DXCM Dexcom Inc. | Add +105.9% | 0.11% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 129 | $754.6M | HXL, ALGM, ONTO, SMTC, CECO |
| Q1 2026 | 122 | $606.2M | MIR, HXL, FULT, DOCN, AIT |
| Q4 2025 | 125 | $626.4M | MIR, CWAN, HXL, ALHC, FULT |
| Q3 2025 | 131 | $639.8M | MIR, SITM, AEHR, HXL, MC |
| Q2 2025 | 121 | $655.5M | MIR, ELF, FROG, STRL, ADPT |
| Q1 2025 | 116 | $596.8M | MIR, FROG, OLLI, UTI, GBCI |
| Q4 2024 | 118 | $700.8M | UTI, IMAX, GTLS, BROS, MIR |
| Q3 2024 | 133 | $709.7M | AIT, PNFP, BOOT, SGRY, HLI |
| Q2 2024 | 127 | $672.3M | EVR, HALO, AIT, MSA, FORM |
| Q1 2024 | 126 | $726.9M | RDNT, VERX, MSA, WMS, CROX |