Pier Capital, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Pier Capital, LLC reported 131 stock positions worth $639.8 million. Its top holding was Mirion Technologies (MIR) at 2.9% of the portfolio, followed by Sitime (SITM, 1.8%) and Aehr Test Systems (AEHR, 1.7%). Compared with Q2 2025, it opened 20 new positions, sold out of 10, added to 22 and reduced 74. The biggest buy was a new position in Fulton Financial (FULT) and the biggest sale Willscot (WSC, shares −100%).

Most Recent 13F
Q2 2026
Location
STAMFORD, CT
CIK
0001310051
Portfolio Value
$639.8M (Q3 2025)
SEC Filing
0001310051-25-000008 ↗ filed Nov 13, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $726.9M Q1 2024 Q2 2024: $672.3M Q2 2024 Q3 2024: $709.7M Q3 2024 Q4 2024: $700.8M Q4 2024 Q1 2025: $596.8M Q1 2025 Q2 2025: $655.5M Q2 2025 Q3 2025: $639.8M $639.8M Q3 2025 Q4 2025: $626.4M Q4 2025 Q1 2026: $606.2M Q1 2026 Q2 2026: $754.6M Q2 2026

Holdings 131 stocks · $639.8M

MIR Mirion Technologies Inc. 2.89% 794,826 $18.5M Reduce -8.8%
SITM Sitime Corp. 1.83% 38,870 $11.7M Reduce -7.2%
AEHR Aehr Test Systems 1.75% 370,955 $11.2M Reduce -8.6%
HXL Hexcel Corp. 1.61% 164,136 $10.3M Reduce -3.2%
MC Moelis & Co. Class A 1.59% 142,560 $10.2M Reduce -5.0%
PWP Perella Weinberg Partners 1.58% 474,872 $10.1M Add +20.5%
LNN Lindsay Corp. 1.58% 71,799 $10.1M Add +34.0%
CWAN Clearwater Analytics HDS-A 1.53% 542,523 $9.8M Add +87.8%
CCS Century Communities Inc. 1.52% 153,224 $9.7M Add +56.7%
GBCI Glacier Bancorp Inc. 1.50% 197,750 $9.6M Reduce -6.0%
GOOS Canada Goose Holdings Inc. 1.50% 695,564 $9.6M Reduce -6.3%
ADPT Adaptive Biotechnologies 1.49% 635,083 $9.5M Reduce -37.5%
ONTO Onto Innovation Inc. 1.47% 72,969 $9.4M Reduce -1.3%
SKY Champion Homes Inc. 1.47% 123,188 $9.4M Add +14.7%
RDNT Radnet Inc. 1.45% 122,046 $9.3M Reduce -3.2%
PCOR Procore Technologies Inc. 1.45% 127,160 $9.3M Add +26.9%
CERT Certara Inc. 1.44% 754,600 $9.2M Add +13.1%
CORZ Core Scientific Inc. 1.42% 504,958 $9.1M Add +131.0%
FULT Fulton Financial Corp. 1.39% 477,472 $8.9M New
PRVA Privia Health Group Inc. 1.39% 357,166 $8.9M Add +14.5%
OSW Onespaworld Holdings Ltd. 1.39% 419,954 $8.9M Reduce -3.4%
BWXT BWX Technologies Inc. 1.25% 43,337 $8.0M Reduce -30.8%
SAIA Saia Inc. 1.25% 26,638 $8.0M Add +79.8%
OLLI Ollie's Bargain Outlet Holdi 1.23% 61,488 $7.9M Reduce -2.3%
UTI Universal Technical Institut 1.22% 240,501 $7.8M Reduce -4.0%
ARDT Ardent Health Inc. 1.20% 580,620 $7.7M Add +33.5%
ESTA Establishment Labs Holdings 1.20% 187,679 $7.7M Reduce -25.6%
ELF Elf Beauty Inc. 1.20% 58,054 $7.7M Reduce -50.4%
NCNO Ncino Inc. 1.18% 279,056 $7.6M Reduce -3.7%
SBCF Seacoast Banking Corp. 1.17% 246,409 $7.5M Reduce -29.9%
FLS Flowserve Corp. 1.17% 141,013 $7.5M Reduce -2.7%
MSA Msa Safety Inc. 1.17% 43,455 $7.5M Reduce -19.8%
BL Blackline Inc. 1.16% 140,153 $7.4M Reduce -5.9%
ANGO Angiodynamics Inc. 1.16% 663,212 $7.4M Reduce -4.5%
RGEN Repligen Corp. 1.15% 54,966 $7.3M Reduce -6.8%
VERX Vertex Inc. Class A 1.13% 291,859 $7.2M Add +26.0%
SIBN Si-Bone Inc. 1.12% 488,835 $7.2M Reduce -1.9%
SGRY Surgery Partners Inc. 1.11% 328,704 $7.1M Add +88.3%
FN Fabrinet 1.08% 18,976 $6.9M Reduce -49.5%
ADUS Addus Homecare Corp. 1.08% 58,562 $6.9M Reduce -3.8%
ALGM Allegro Microsystems Inc. 1.07% 235,118 $6.9M Reduce -10.3%
LSCC Lattice Semiconductor Corp. 1.07% 93,206 $6.8M Reduce -39.8%
HRI Herc Holdings Inc. filed as HERC HLDGS INC 1.04% 57,082 $6.7M Add +16.4%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 1.04% 91,928 $6.7M Reduce -5.7%
GH Guardant Health Inc. 1.04% 106,220 $6.6M Add +46.7%
IPAR Interparfums Inc. 1.03% 67,167 $6.6M Reduce -5.8%
IBP Installed Building Products 1.03% 26,778 $6.6M Reduce -51.5%
ODD Oddity Tech Ltd. Class A 1.02% 104,522 $6.5M Add +51.6%
PNFP Pinnacle Financial Partners 0.98% 66,972 $6.3M Reduce -2.3%
BOOT Boot Barn Holdings Inc. 0.98% 37,785 $6.3M Reduce -4.4%
GRAL Grail Inc. 0.98% 105,564 $6.2M Reduce -2.0%
LIND Lindblad Expeditions Holding 0.95% 474,709 $6.1M New
ROIV Roivant Sciences Ltd. 0.93% 394,684 $6.0M Reduce -0.4%
FRPT Freshpet Inc. 0.89% 103,309 $5.7M Add +56.6%
XMTR Xometry Inc. Class A 0.88% 103,127 $5.6M Reduce -3.2%
BE Bloom Energy Corp. Class A 0.87% 66,158 $5.6M Reduce -68.5%
HLI Houlihan Lokey Inc. 0.87% 27,106 $5.6M Reduce -2.5%
GPCR Structure Therapeutics Inc. 0.86% 197,509 $5.5M Reduce -0.5%
FRSH Freshworks Inc. Class A 0.85% 462,702 $5.4M Reduce -7.1%
FOUR SHIFT4 Payments Inc. Class A 0.85% 69,942 $5.4M Reduce -5.5%
CECO Ceco Environmental Corp. 0.83% 103,928 $5.3M Reduce -8.8%
CFLT Confluent Inc. Class A 0.83% 268,535 $5.3M Reduce -42.2%
OLMA Olema Pharmaceuticals Inc. 0.80% 524,249 $5.1M Reduce -32.0%
FROG Jfrog Ltd. 0.79% 107,390 $5.1M Reduce -62.8%
KGS Kodiak Gas Services Inc. 0.79% 136,668 $5.1M Add +131.6%
AEIS Advanced Energy Industries 0.79% 29,688 $5.1M New
ACLX Arcellx Inc. 0.77% 60,215 $4.9M Reduce -5.4%
POWL Powell Industries Inc. 0.73% 15,409 $4.7M Reduce -43.3%
CDXS Codexis Inc. 0.72% 1,891,232 $4.6M Reduce -1.3%
SXT Sensient Technologies Corp. 0.72% 49,146 $4.6M Reduce -1.5%
MRCY Mercury Systems Inc. 0.72% 59,567 $4.6M New
AIT Applied Industrial Tech Inc. 0.71% 17,453 $4.6M Reduce -41.8%
CVSA Covista Inc. filed as ADTALEM GLOBAL ED INC 0.70% 29,168 $4.5M Reduce -67.9%
DNLI Denali Therapeutics Inc. 0.68% 301,171 $4.4M Reduce -4.3%
EYE National Vision Holdings Inc. 0.68% 148,516 $4.3M New
IMAX Imax Corp. 0.68% 132,192 $4.3M Reduce -36.4%
STRL Sterling Infrastructure Inc. 0.66% 12,397 $4.2M Reduce -75.9%
MNTN MNTN Inc. Class A 0.66% 226,997 $4.2M New
BRBR Bellring Brands Inc. 0.64% 111,774 $4.1M New
ALHC Alignment Healthcare Inc. 0.62% 227,342 $4.0M New
LASR Nlight Inc. 0.61% 132,726 $3.9M New
TREX Trex Company Inc. 0.60% 73,805 $3.8M Add +33.9%
TSEM Tower Semiconductor Ltd. 0.58% 51,404 $3.7M New
GTLB Gitlab Inc. Class A 0.58% 82,317 $3.7M Reduce -55.5%
AVXL Anavex Life Sciences Corp. 0.58% 415,906 $3.7M Reduce -1.9%
CVCO Cavco Industries Inc. 0.58% 6,342 $3.7M New
VMI Valmont Industries 0.57% 9,461 $3.7M New
CAPR Capricor Therapeutics Inc. 0.56% 496,554 $3.6M Add +35.0%
OMCL Omnicell Inc. 0.55% 115,714 $3.5M Reduce -34.6%
AMRC Ameresco Inc. Class A 0.55% 104,380 $3.5M New
VRNS Varonis Systems Inc. 0.53% 59,111 $3.4M Reduce -58.5%
ALKT Alkami Technology Inc. 0.53% 136,072 $3.4M New
ETOR Etoro Group Ltd. Class A 0.50% 77,456 $3.2M Reduce -0.4%
CRNX Crinetics Pharmaceuticals Inc. 0.49% 75,000 $3.1M Reduce -47.4%
GO Grocery Outlet Holding Corp. 0.46% 183,075 $2.9M New
FLNC Fluence Energy Inc. 0.34% 202,063 $2.2M New
FIGR Figure Technology Solut Class A 0.28% 49,954 $1.8M New
PATH Uipath Inc. Class A 0.27% 128,574 $1.7M New
LEU Centrus Energy Corp. Class A 0.26% 5,287 $1.6M New
FIX Comfort Systems USA Inc. 0.26% 1,981 $1.6M Reduce -7.1%

Show all 131 holdings

Portfolio Sells Q2 2025 → Q3 2025

WSC Willscot Holdings Corp. Reduce -99.9% 0.00% −1.35
STVN Stevanato Group SPA Reduce -99.8% 0.00% −1.31
FVRR Fiverr International Ltd. Sold out 0.00% −1.30
PTLO Portillo's Inc. Class A Sold out 0.00% −1.18
STRL Sterling Infrastructure Inc. Reduce -75.9% 0.66% −1.15
FROG Jfrog Ltd. Reduce -62.8% 0.79% −1.14
ACVA Acv Auctions Inc. Class A Reduce -99.8% 0.00% −1.09
BILL Bill Holdings Inc. Sold out 0.00% −1.07
CVSA Covista Inc. Reduce -67.9% 0.70% −1.06
ELF Elf Beauty Inc. Reduce -50.4% 1.20% −1.02
CFLT Confluent Inc. Class A Reduce -42.2% 0.83% −0.94
MMS Maximus Inc. Sold out 0.00% −0.81
GTLB Gitlab Inc. Class A Reduce -55.5% 0.58% −0.69
WNS WNS Holdings Ltd. Sold out 0.00% −0.67
FN Fabrinet Reduce -49.5% 1.08% −0.61
GTLS Chart Industries Inc. Sold out 0.00% −0.61
VRNS Varonis Systems Inc. Reduce -58.5% 0.53% −0.57
LNTH Lantheus Holdings Inc. Reduce -99.8% 0.00% −0.55
IBP Installed Building Products Reduce -51.5% 1.03% −0.49
TLX Telix Pharmaceuticals Ltd. Sold out 0.00% −0.46
ESTA Establishment Labs Holdings Reduce -25.6% 1.20% −0.44
IPAR Interparfums Inc. Reduce -5.8% 1.03% −0.39
QTWO Q2 Holdings Inc. Reduce -5.7% 1.04% −0.35
AIT Applied Industrial Tech Inc. Reduce -41.8% 0.71% −0.35
ADPT Adaptive Biotechnologies Reduce -37.5% 1.49% −0.32
SBCF Seacoast Banking Corp. Reduce -29.9% 1.17% −0.31
SIBN Si-Bone Inc. Reduce -1.9% 1.12% −0.31
ALGM Allegro Microsystems Inc. Reduce -10.3% 1.07% −0.29
ETOR Etoro Group Ltd. Class A Reduce -0.4% 0.50% −0.29
FRSH Freshworks Inc. Class A Reduce -7.1% 0.85% −0.28
FOUR SHIFT4 Payments Inc. Class A Reduce -5.5% 0.85% −0.27
OMCL Omnicell Inc. Reduce -34.6% 0.55% −0.24
MSA Msa Safety Inc. Reduce -19.8% 1.17% −0.22
IMAX Imax Corp. Reduce -36.4% 0.68% −0.21
PNFP Pinnacle Financial Partners Reduce -2.3% 0.98% −0.17
PINS Pinterest Inc. Class A Reduce -98.9% 0.00% −0.17
POWL Powell Industries Inc. Reduce -43.3% 0.73% −0.14
CRNX Crinetics Pharmaceuticals Inc. Reduce -47.4% 0.49% −0.14
BWXT BWX Technologies Inc. Reduce -30.8% 1.25% −0.13
BL Blackline Inc. Reduce -5.9% 1.16% −0.12
CYBR Cyberark Software Ltd./Israel Sold out 0.00% −0.09
TXRH Texas Roadhouse Inc. Reduce -57.6% 0.06% −0.09
LSCC Lattice Semiconductor Corp. Reduce -39.8% 1.07% −0.09
LNG Cheniere Energy Inc. Reduce -57.5% 0.06% −0.09
MSCI MSCI Inc. Reduce -96.9% 0.00% −0.07
UTI Universal Technical Institut Reduce -4.0% 1.22% −0.07
PEN Penumbra Inc. Sold out 0.00% −0.06
NCNO Ncino Inc. Reduce -3.7% 1.18% −0.05
TW Tradeweb Markets Inc. Class A Reduce -7.0% 0.14% −0.05
EVR Evercore Inc. Class A Reduce -43.8% 0.11% −0.04

Portfolio Buys Q2 2025 → Q3 2025

FULT Fulton Financial Corp. New 1.39% +1.39
LIND Lindblad Expeditions Holding New 0.95% +0.95
CORZ Core Scientific Inc. Add +131.0% 1.42% +0.85
AEIS Advanced Energy Industries New 0.79% +0.79
MRCY Mercury Systems Inc. New 0.72% +0.72
EYE National Vision Holdings Inc. New 0.68% +0.68
CCS Century Communities Inc. Add +56.7% 1.52% +0.68
MNTN MNTN Inc. Class A New 0.66% +0.66
BRBR Bellring Brands Inc. New 0.64% +0.64
SAIA Saia Inc. Add +79.8% 1.25% +0.63
ALHC Alignment Healthcare Inc. New 0.62% +0.62
LASR Nlight Inc. New 0.61% +0.61
TSEM Tower Semiconductor Ltd. New 0.58% +0.58
CVCO Cavco Industries Inc. New 0.58% +0.58
VMI Valmont Industries New 0.57% +0.57
CWAN Clearwater Analytics HDS-A Add +87.8% 1.53% +0.56
AMRC Ameresco Inc. Class A New 0.55% +0.55
ALKT Alkami Technology Inc. New 0.53% +0.53
SGRY Surgery Partners Inc. Add +88.3% 1.11% +0.52
KGS Kodiak Gas Services Inc. Add +131.6% 0.79% +0.48
GH Guardant Health Inc. Add +46.7% 1.04% +0.46
GO Grocery Outlet Holding Corp. New 0.46% +0.46
SKY Champion Homes Inc. Add +14.7% 1.47% +0.44
PWP Perella Weinberg Partners Add +20.5% 1.58% +0.41
PCOR Procore Technologies Inc. Add +26.9% 1.45% +0.40
LNN Lindsay Corp. Add +34.0% 1.58% +0.40
FLNC Fluence Energy Inc. New 0.34% +0.34
ARDT Ardent Health Inc. Add +33.5% 1.20% +0.30
PRVA Privia Health Group Inc. Add +14.5% 1.39% +0.30
FIGR Figure Technology Solut Class A New 0.28% +0.28
PATH Uipath Inc. Class A New 0.27% +0.27
LEU Centrus Energy Corp. Class A New 0.26% +0.26
CERT Certara Inc. Add +13.1% 1.44% +0.25
ODD Oddity Tech Ltd. Class A Add +51.6% 1.02% +0.22
FRPT Freshpet Inc. Add +56.6% 0.89% +0.21
TDY Teledyne Technologies Inc. New 0.16% +0.16
TREX Trex Company Inc. Add +33.9% 0.60% +0.14
HRI Herc Holdings Inc. Add +16.4% 1.04% +0.06
AXON Axon Enterprise Inc. Add +67.2% 0.13% +0.04
CAPR Capricor Therapeutics Inc. Add +35.0% 0.56% +0.00
DXCM Dexcom Inc. Add +13.3% 0.00% −0.00
VERX Vertex Inc. Class A Add +26.0% 1.13% −0.12

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 129$754.6MHXL, ALGM, ONTO, SMTC, CECO
Q1 2026 122$606.2MMIR, HXL, FULT, DOCN, AIT
Q4 2025 125$626.4MMIR, CWAN, HXL, ALHC, FULT
Q3 2025 131$639.8MMIR, SITM, AEHR, HXL, MC
Q2 2025 121$655.5MMIR, ELF, FROG, STRL, ADPT
Q1 2025 116$596.8MMIR, FROG, OLLI, UTI, GBCI
Q4 2024 118$700.8MUTI, IMAX, GTLS, BROS, MIR
Q3 2024 133$709.7MAIT, PNFP, BOOT, SGRY, HLI
Q2 2024 127$672.3MEVR, HALO, AIT, MSA, FORM
Q1 2024 126$726.9MRDNT, VERX, MSA, WMS, CROX