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

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 Q1 2026 Q2 2026: $754.6M $754.6M Q2 2026

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
NVT Nvent Electric PLC 0.15% 6,545 $1.1M Reduce -8.6%
DT Dynatrace Inc. 0.12% 20,608 $905K Reduce -10.5%
TXRH Texas Roadhouse Inc. 0.12% 4,631 $895K Add +20034.8%
TDY Teledyne Technologies Inc. 0.12% 1,332 $888K Reduce -10.5%
QXO Qxo Inc. 0.11% 48,994 $847K New
DXCM Dexcom Inc. 0.11% 12,288 $828K Add +105.9%
HII Huntington Ingalls Industrie 0.11% 2,864 $802K Reduce -3.9%
P Everpure Inc. Class A 0.10% 9,877 $778K New
TEAM Atlassian Corp. Class A 0.10% 9,429 $733K New
FN Fabrinet 0.00% 17 $10K Reduce -99.9%
FTI Technipfmc PLC 0.00% 108 $7K No change
MPWR Monolithic Power Systems Inc. 0.00% 5 $7K Reduce -98.9%
DDOG Datadog Inc. Class A 0.00% 26 $7K No change
MSCI MSCI Inc. 0.00% 9 $5K No change
ENTG Entegris Inc. 0.00% 28 $5K No change
IEX Idex Corp. 0.00% 22 $5K Add +46.7%
VIK Viking Holdings Ltd. 0.00% 40 $4K No change
MDB Mongodb Inc. 0.00% 12 $4K New
TW Tradeweb Markets Inc. Class A 0.00% 34 $3K Reduce -99.6%
VEEV Veeva Systems Inc. Class A 0.00% 18 $3K New
EVR Evercore Inc. Class A 0.00% 9 $3K Reduce -99.6%
FIVE Five Below 0.00% 17 $3K No change
BLD Topbuild Corp. 0.00% 8 $3K No change
AXON Axon Enterprise Inc. 0.00% 5 $3K No change
NRG NRG Energy Inc. 0.00% 19 $3K No change
WAB Wabtec Corp. 0.00% 10 $3K New
ULTA Ulta Beauty Inc. 0.00% 5 $2K No change
IDXX Idexx Laboratories Inc. 0.00% 4 $2K No change
LNG Cheniere Energy Inc. 0.00% 8 $2K Reduce -99.4%

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

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