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

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 Q3 2025 Q4 2025: $626.4M Q4 2025 Q1 2026: $606.2M $606.2M Q1 2026 Q2 2026: $754.6M Q2 2026

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%
TDY Teledyne Technologies Inc. 0.15% 1,488 $900K Reduce -3.5%
DT Dynatrace Inc. 0.14% 23,016 $851K Add +75.1%
NVT Nvent Electric PLC 0.14% 7,164 $847K New
EVR Evercore Inc. Class A 0.12% 2,493 $744K Reduce -3.9%
MPWR Monolithic Power Systems Inc. 0.08% 450 $492K Reduce -3.4%
LNG Cheniere Energy Inc. 0.07% 1,421 $403K Reduce -4.0%
DXCM Dexcom Inc. 0.06% 5,968 $375K Add +17452.9%
FTI Technipfmc PLC 0.00% 108 $7K No change
FOUR SHIFT4 Payments Inc. Class A 0.00% 131 $6K No change
MSCI MSCI Inc. 0.00% 9 $5K No change
WST West Pharmaceutical Services 0.00% 18 $5K No change
FIVE Five Below 0.00% 17 $4K Add +54.5%
TXRH Texas Roadhouse Inc. 0.00% 23 $4K Reduce -98.8%
ENTG Entegris Inc. 0.00% 28 $3K No change
DDOG Datadog Inc. Class A 0.00% 26 $3K New
VIK Viking Holdings Ltd. 0.00% 40 $3K Reduce -33.3%
IEX Idex Corp. 0.00% 15 $3K No change
BLD Topbuild Corp. 0.00% 8 $3K No change
NRG NRG Energy Inc. 0.00% 19 $3K New
ULTA Ulta Beauty Inc. 0.00% 5 $3K Reduce -37.5%
IDXX Idexx Laboratories Inc. 0.00% 4 $2K No change
AXON Axon Enterprise Inc. 0.00% 5 $2K No change

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

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