Pier Capital, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Pier Capital, LLC reported 122 stock positions worth $606.2 million. Its top holding was Mirion Technologies (MIR) at 2.2% of the portfolio, followed by Hexcel (HXL, 2.1%) and Fulton Financial (FULT, 1.8%). Compared with Q4 2025, it opened 19 new positions, sold out of 22, added to 26 and reduced 68. The biggest buy was a new position in Cognex (CGNX) and the biggest sale an exit from Clearwater Analytics HDS-A (CWAN).
- Most Recent 13F
- Q2 2026
- Location
- STAMFORD, CT
- CIK
- 0001310051
- Portfolio Value
- $606.2M (Q1 2026)
- SEC Filing
- 0001310051-26-000004 ↗ filed May 14, 2026
Holdings Value
Holdings 122 stocks · $606.2M
| MIR Mirion Technologies Inc. | 2.16% | 703,811 | $13.1M | Reduce -1.9% |
| HXL Hexcel Corp. | 2.13% | 159,377 | $12.9M | Reduce -1.8% |
| FULT Fulton Financial Corp. | 1.79% | 533,644 | $10.9M | Reduce -1.8% |
| DOCN Digitalocean Holdings Inc. | 1.73% | 122,466 | $10.5M | Reduce -10.5% |
| AIT Applied Industrial Tech Inc. | 1.73% | 39,507 | $10.5M | Add +32.5% |
| SAIA Saia Inc. | 1.67% | 28,764 | $10.1M | Add +9.4% |
| ALHC Alignment Healthcare Inc. | 1.56% | 537,050 | $9.5M | Reduce -1.8% |
| SMTC Semtech Corp. | 1.56% | 122,962 | $9.5M | Add +149.9% |
| OSW Onespaworld Holdings Ltd. | 1.53% | 405,098 | $9.3M | Reduce -1.9% |
| IMAX Imax Corp. | 1.50% | 239,898 | $9.1M | Reduce -1.9% |
| FLS Flowserve Corp. | 1.49% | 123,232 | $9.1M | Reduce -11.0% |
| ANGO Angiodynamics Inc. | 1.49% | 796,696 | $9.1M | Add +39.3% |
| CECO Ceco Environmental Corp. | 1.48% | 150,245 | $9.0M | Add +53.6% |
| WMS Advanced Drainage Systems Inc. | 1.44% | 63,860 | $8.8M | Add +26.7% |
| AZZ Azz Inc. | 1.44% | 69,716 | $8.7M | Reduce -1.8% |
| GBCI Glacier Bancorp Inc. | 1.42% | 192,666 | $8.6M | Reduce -1.8% |
| LSCC Lattice Semiconductor Corp. | 1.37% | 89,683 | $8.3M | Reduce -1.9% |
| ESE Esco Technologies Inc. | 1.37% | 29,469 | $8.3M | Add +92.2% |
| HLI Houlihan Lokey Inc. | 1.33% | 56,145 | $8.1M | Add +27.6% |
| ONTO Onto Innovation Inc. | 1.32% | 39,059 | $8.0M | Reduce -32.9% |
| CGNX Cognex Corp. | 1.32% | 162,966 | $8.0M | New |
| EYE National Vision Holdings Inc. | 1.31% | 307,642 | $8.0M | Reduce -1.9% |
| MC Moelis & Co. Class A | 1.31% | 138,822 | $7.9M | Reduce -1.8% |
| BIRK Birkenstock Holding PLC | 1.30% | 220,241 | $7.9M | New |
| ARCB Arcbest Corp. | 1.29% | 79,719 | $7.8M | New |
| IPAR Interparfums Inc. | 1.29% | 85,991 | $7.8M | Add +28.5% |
| SITE Siteone Landscape Supply Inc. | 1.28% | 58,412 | $7.8M | Add +92.1% |
| SBCF Seacoast Banking Corp. | 1.26% | 252,880 | $7.7M | Reduce -1.9% |
| UTI Universal Technical Institut | 1.25% | 210,443 | $7.6M | Reduce -11.3% |
| ESTA Establishment Labs Holdings | 1.25% | 133,567 | $7.6M | Reduce -7.1% |
| KGS Kodiak Gas Services Inc. | 1.23% | 128,194 | $7.5M | Reduce -1.1% |
| VMI Valmont Industries | 1.23% | 18,695 | $7.5M | Reduce -1.7% |
| LASR Nlight Inc. | 1.22% | 129,178 | $7.4M | Reduce -1.9% |
| POWL Powell Industries Inc. | 1.19% | 13,358 | $7.2M | Reduce -7.5% |
| BDC Belden Inc. | 1.19% | 62,914 | $7.2M | Reduce -1.9% |
| ALGM Allegro Microsystems Inc. | 1.18% | 226,566 | $7.1M | Reduce -2.0% |
| CVLT Commvault Systems Inc. | 1.17% | 91,102 | $7.1M | Add +56.1% |
| FN Fabrinet | 1.16% | 13,425 | $7.0M | Reduce -28.1% |
| MSA Msa Safety Inc. | 1.14% | 42,070 | $6.9M | Reduce -1.8% |
| CAMT Camtek Ltd. | 1.13% | 45,284 | $6.9M | Add +36.2% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 1.11% | 67,893 | $6.8M | Reduce -1.9% |
| CVCO Cavco Industries Inc. | 1.11% | 13,839 | $6.7M | Add +14.3% |
| RDNT Radnet Inc. | 1.10% | 118,889 | $6.6M | Reduce -1.8% |
| VIAV Viavi Solutions Inc. | 1.09% | 199,138 | $6.6M | New |
| MOD Modine Manufacturing Co. | 1.08% | 30,286 | $6.6M | Reduce -47.9% |
| COCO The Vita Coco Co. Inc. | 1.07% | 135,641 | $6.5M | Reduce -1.7% |
| SXT Sensient Technologies Corp. | 1.06% | 74,309 | $6.4M | Add +53.0% |
| SKY Champion Homes Inc. | 1.06% | 86,298 | $6.4M | Reduce -29.2% |
| ROIV Roivant Sciences Ltd. | 1.04% | 227,093 | $6.3M | Reduce -41.9% |
| RGEN Repligen Corp. | 1.03% | 53,119 | $6.3M | Reduce -1.9% |
| SHLS Shoals Technologies Group -A | 1.03% | 948,749 | $6.2M | Add +122.5% |
| SITM Sitime Corp. | 1.02% | 17,895 | $6.2M | Add +41.6% |
| GLBE Global-E Online Ltd. | 1.00% | 196,982 | $6.1M | Add +389.6% |
| BWXT BWX Technologies Inc. | 1.00% | 29,676 | $6.1M | Reduce -1.3% |
| SIBN Si-Bone Inc. | 0.99% | 476,805 | $6.0M | Reduce -1.7% |
| AEIS Advanced Energy Industries | 0.99% | 18,559 | $6.0M | Reduce -50.0% |
| FLNC Fluence Energy Inc. | 0.98% | 431,951 | $5.9M | Add +102.0% |
| OLLI Ollie's Bargain Outlet Holdi | 0.91% | 59,860 | $5.5M | Reduce -1.8% |
| ADUS Addus Homecare Corp. | 0.88% | 56,764 | $5.3M | Reduce -2.1% |
| WIX Wix.com Ltd. | 0.88% | 58,930 | $5.3M | New |
| BOOT Boot Barn Holdings Inc. | 0.87% | 36,218 | $5.3M | Reduce -1.9% |
| CCS Century Communities Inc. | 0.85% | 89,567 | $5.1M | Reduce -40.8% |
| TSEM Tower Semiconductor Ltd. | 0.84% | 29,096 | $5.1M | Reduce -56.9% |
| FORM Formfactor Inc. | 0.82% | 51,061 | $5.0M | Reduce -40.8% |
| STRL Sterling Infrastructure Inc. | 0.80% | 11,954 | $4.9M | Reduce -1.7% |
| OMCL Omnicell Inc. | 0.79% | 143,086 | $4.8M | Reduce -1.9% |
| PWP Perella Weinberg Partners | 0.78% | 260,184 | $4.7M | Reduce -1.8% |
| AEHR Aehr Test Systems | 0.78% | 126,991 | $4.7M | Reduce -40.0% |
| IPGP Ipg Photonics Corp. | 0.77% | 40,920 | $4.7M | New |
| CYTK Cytokinetics Inc. | 0.76% | 69,583 | $4.6M | New |
| HASI Ha Sustainable Infrastructur | 0.73% | 119,656 | $4.4M | New |
| ATI Ati Inc. | 0.69% | 28,721 | $4.2M | Reduce -1.1% |
| LEU Centrus Energy Corp. Class A | 0.68% | 23,727 | $4.1M | Add +69.0% |
| MRCY Mercury Systems Inc. | 0.67% | 56,006 | $4.1M | Reduce -1.3% |
| PCOR Procore Technologies Inc. | 0.66% | 69,671 | $4.0M | Reduce -1.9% |
| COGT Cogent Biosciences Inc. | 0.64% | 101,304 | $3.9M | Add +119.0% |
| SGRY Surgery Partners Inc. | 0.63% | 322,246 | $3.8M | Reduce -0.8% |
| VERX Vertex Inc. Class A | 0.61% | 312,227 | $3.7M | Add +27.7% |
| MP MP Materials Corp. | 0.60% | 75,431 | $3.6M | Reduce -1.8% |
| COHU Cohu Inc. | 0.57% | 112,874 | $3.5M | New |
| LIND Lindblad Expeditions Holding | 0.55% | 192,010 | $3.3M | Reduce -66.8% |
| PRVA Privia Health Group Inc. | 0.54% | 158,641 | $3.3M | Reduce -55.3% |
| IBP Installed Building Products | 0.54% | 12,269 | $3.3M | Reduce -53.6% |
| GOOS Canada Goose Holdings Inc. | 0.53% | 291,074 | $3.2M | Reduce -2.5% |
| GKOS Glaukos Corp. | 0.52% | 29,261 | $3.2M | New |
| SHAK Shake Shack Inc. Class A | 0.52% | 35,573 | $3.1M | Reduce -1.7% |
| GH Guardant Health Inc. | 0.51% | 33,330 | $3.1M | Reduce -1.7% |
| PL Planet Labs PBC | 0.49% | 106,263 | $3.0M | New |
| GLOB Globant SA | 0.46% | 60,430 | $2.8M | Add +132.5% |
| COMP Compass Inc. Class A | 0.46% | 378,513 | $2.8M | New |
| ELF Elf Beauty Inc. | 0.45% | 45,064 | $2.7M | Add +18.1% |
| ATEC Alphatec Holdings Inc. | 0.40% | 223,159 | $2.4M | Reduce -2.9% |
| GPCR Structure Therapeutics Inc. | 0.38% | 47,551 | $2.3M | Reduce -2.5% |
| OLMA Olema Pharmaceuticals Inc. | 0.33% | 136,108 | $2.0M | Reduce -2.9% |
| CRS Carpenter Technology | 0.29% | 4,418 | $1.7M | New |
| QTRX Quanterix Corp. | 0.29% | 492,368 | $1.7M | New |
| CAPR Capricor Therapeutics Inc. | 0.22% | 44,401 | $1.3M | New |
| FIX Comfort Systems USA Inc. | 0.21% | 938 | $1.3M | Reduce -45.8% |
| HII Huntington Ingalls Industrie | 0.19% | 2,980 | $1.1M | New |
| TW Tradeweb Markets Inc. Class A | 0.16% | 8,156 | $960K | Reduce -3.5% |
Portfolio Sells Q4 2025 → Q1 2026
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −2.63 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −1.42 |
| QTWO Q2 Holdings Inc. | Sold out | 0.00% | −1.21 |
| CERT Certara Inc. | Sold out | 0.00% | −1.18 |
| FROG Jfrog Ltd. | Sold out | 0.00% | −0.88 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.81 |
| PRVA Privia Health Group Inc. | Reduce -55.3% | 0.54% | −0.81 |
| LIND Lindblad Expeditions Holding | Reduce -66.8% | 0.55% | −0.78 |
| XMTR Xometry Inc. Class A | Sold out | 0.00% | −0.74 |
| GRAL Grail Inc. | Sold out | 0.00% | −0.71 |
| ODD Oddity Tech Ltd. Class A | Sold out | 0.00% | −0.67 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.66 |
| ACLX Arcellx Inc. | Sold out | 0.00% | −0.61 |
| BE Bloom Energy Corp. Class A | Sold out | 0.00% | −0.61 |
| ADPT Adaptive Biotechnologies | Sold out | 0.00% | −0.61 |
| CCS Century Communities Inc. | Reduce -40.8% | 0.85% | −0.59 |
| SKY Champion Homes Inc. | Reduce -29.2% | 1.06% | −0.59 |
| FIGR Figure Technology Solut Class A | Sold out | 0.00% | −0.57 |
| IBP Installed Building Products | Reduce -53.6% | 0.54% | −0.56 |
| SKYT Skywater Technology Inc. | Sold out | 0.00% | −0.54 |
| SIBN Si-Bone Inc. | Reduce -1.7% | 0.99% | −0.53 |
| HRI Herc Holdings Inc. | Reduce -1.9% | 1.11% | −0.52 |
| MIR Mirion Technologies Inc. | Reduce -1.9% | 2.16% | −0.52 |
| TSEM Tower Semiconductor Ltd. | Reduce -56.9% | 0.84% | −0.42 |
| ESTA Establishment Labs Holdings | Reduce -7.1% | 1.25% | −0.42 |
| RGEN Repligen Corp. | Reduce -1.9% | 1.03% | −0.38 |
| ATEC Alphatec Holdings Inc. | Reduce -2.9% | 0.40% | −0.37 |
| ROIV Roivant Sciences Ltd. | Reduce -41.9% | 1.04% | −0.32 |
| RDNT Radnet Inc. | Reduce -1.8% | 1.10% | −0.28 |
| OMCL Omnicell Inc. | Reduce -1.9% | 0.79% | −0.27 |
| AEIS Advanced Energy Industries | Reduce -50.0% | 0.99% | −0.25 |
| MC Moelis & Co. Class A | Reduce -1.8% | 1.31% | −0.25 |
| OLMA Olema Pharmaceuticals Inc. | Reduce -2.9% | 0.33% | −0.22 |
| FN Fabrinet | Reduce -28.1% | 1.16% | −0.20 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.18 |
| PCOR Procore Technologies Inc. | Reduce -1.9% | 0.66% | −0.17 |
| SGRY Surgery Partners Inc. | Reduce -0.8% | 0.63% | −0.17 |
| BOOT Boot Barn Holdings Inc. | Reduce -1.9% | 0.87% | −0.17 |
| GPCR Structure Therapeutics Inc. | Reduce -2.5% | 0.38% | −0.16 |
| ALHC Alignment Healthcare Inc. | Reduce -1.8% | 1.56% | −0.16 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -1.8% | 0.91% | −0.16 |
| MOD Modine Manufacturing Co. | Reduce -47.9% | 1.08% | −0.16 |
| ONTO Onto Innovation Inc. | Reduce -32.9% | 1.32% | −0.14 |
| ADUS Addus Homecare Corp. | Reduce -2.1% | 0.88% | −0.12 |
| COCO The Vita Coco Co. Inc. | Reduce -1.7% | 1.07% | −0.10 |
| GOOS Canada Goose Holdings Inc. | Reduce -2.5% | 0.53% | −0.09 |
| TXRH Texas Roadhouse Inc. | Reduce -98.8% | 0.00% | −0.05 |
| GH Guardant Health Inc. | Reduce -1.7% | 0.51% | −0.04 |
| FIX Comfort Systems USA Inc. | Reduce -45.8% | 0.21% | −0.04 |
| FLS Flowserve Corp. | Reduce -11.0% | 1.49% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| CGNX Cognex Corp. | New | 1.32% | +1.32 |
| BIRK Birkenstock Holding PLC | New | 1.30% | +1.30 |
| ARCB Arcbest Corp. | New | 1.29% | +1.29 |
| VIAV Viavi Solutions Inc. | New | 1.09% | +1.09 |
| SMTC Semtech Corp. | Add +149.9% | 1.56% | +0.98 |
| ESE Esco Technologies Inc. | Add +92.2% | 1.37% | +0.89 |
| WIX Wix.com Ltd. | New | 0.88% | +0.88 |
| IPGP Ipg Photonics Corp. | New | 0.77% | +0.77 |
| CYTK Cytokinetics Inc. | New | 0.76% | +0.76 |
| GLBE Global-E Online Ltd. | Add +389.6% | 1.00% | +0.75 |
| HASI Ha Sustainable Infrastructur | New | 0.73% | +0.73 |
| SITE Siteone Landscape Supply Inc. | Add +92.1% | 1.28% | +0.68 |
| COHU Cohu Inc. | New | 0.57% | +0.57 |
| CAMT Camtek Ltd. | Add +36.2% | 1.13% | +0.57 |
| CECO Ceco Environmental Corp. | Add +53.6% | 1.48% | +0.54 |
| GKOS Glaukos Corp. | New | 0.52% | +0.52 |
| AIT Applied Industrial Tech Inc. | Add +32.5% | 1.73% | +0.51 |
| PL Planet Labs PBC | New | 0.49% | +0.49 |
| COMP Compass Inc. Class A | New | 0.46% | +0.46 |
| SHLS Shoals Technologies Group -A | Add +122.5% | 1.03% | +0.45 |
| IPAR Interparfums Inc. | Add +28.5% | 1.29% | +0.38 |
| COGT Cogent Biosciences Inc. | Add +119.0% | 0.64% | +0.38 |
| SXT Sensient Technologies Corp. | Add +53.0% | 1.06% | +0.33 |
| ANGO Angiodynamics Inc. | Add +39.3% | 1.49% | +0.32 |
| SITM Sitime Corp. | Add +41.6% | 1.02% | +0.31 |
| FLNC Fluence Energy Inc. | Add +102.0% | 0.98% | +0.31 |
| SAIA Saia Inc. | Add +9.4% | 1.67% | +0.30 |
| CRS Carpenter Technology | New | 0.29% | +0.29 |
| QTRX Quanterix Corp. | New | 0.29% | +0.29 |
| WMS Advanced Drainage Systems Inc. | Add +26.7% | 1.44% | +0.28 |
| CAPR Capricor Therapeutics Inc. | New | 0.22% | +0.22 |
| GLOB Globant SA | Add +132.5% | 0.46% | +0.19 |
| HII Huntington Ingalls Industrie | New | 0.19% | +0.19 |
| NVT Nvent Electric PLC | New | 0.14% | +0.14 |
| LEU Centrus Energy Corp. Class A | Add +69.0% | 0.68% | +0.14 |
| HLI Houlihan Lokey Inc. | Add +27.6% | 1.33% | +0.11 |
| DXCM Dexcom Inc. | Add +17452.9% | 0.06% | +0.06 |
| DT Dynatrace Inc. | Add +75.1% | 0.14% | +0.05 |
| CVLT Commvault Systems Inc. | Add +56.1% | 1.17% | +0.00 |
| DDOG Datadog Inc. Class A | New | 0.00% | +0.00 |
| NRG NRG Energy Inc. | New | 0.00% | +0.00 |
| FIVE Five Below | Add +54.5% | 0.00% | +0.00 |
| ELF Elf Beauty Inc. | Add +18.1% | 0.45% | −0.01 |
| CVCO Cavco Industries Inc. | Add +14.3% | 1.11% | −0.04 |
| VERX Vertex Inc. Class A | Add +27.7% | 0.61% | −0.17 |
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 |