Rice Hall James & Associates, LLC

Name: RICE HALL JAMES & ASSOCIATES, LLC 13F holdings, Q3 2025
Creator: RICE HALL JAMES & ASSOCIATES, LLC
Published: 2025-10-16

Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 16, 2025), Rice Hall James & Associates, LLC reported 248 stock positions worth $1.8 billion. Its top holding was Arlo Technologies (ARLO) at 3.2% of the portfolio, followed by Aci Worldwide (ACIW, 2.9%) and Ligand Pharmaceuticals (LGND, 2.8%). Compared with Q2 2025, it opened 14 new positions, sold out of 13, added to 25 and reduced 199. The biggest buy was a new position in Sportradar Group AG-A (SRAD) and the biggest sale Verona Pharma (VRNA, shares −92%).

Most Recent 13F: Q2 2026
Location: San Diego, CA
CIK: 0001230765
Portfolio Value: $1.8B (Q3 2025)
SEC Filing: 0001172661-25-004300 ↗ filed Oct 16, 2025

Holdings Value

Holdings 248 stocks · $1.8B


ARLO Arlo Technologies Inc.	3.21%	3,475,781	$58.9M	Reduce -9.8%
ACIW Aci Worldwide Inc.	2.87%	996,565	$52.6M	Add +10.7%
LGND Ligand Pharmaceuticals	2.84%	294,490	$52.2M	Reduce -12.7%
MEDP Medpace Holdings Inc.	2.56%	91,409	$47.0M	Reduce -10.8%
LRN Stride Inc.	2.48%	305,353	$45.5M	Reduce -8.3%
FOUR SHIFT4 Payments Inc. Class A	2.47%	584,231	$45.2M	Add +71.3%
FN Fabrinet	2.21%	110,950	$40.5M	Reduce -9.2%
DFIN Donnelley Financial Solution	2.13%	759,068	$39.0M	Reduce -9.1%
WIX Wix.com Ltd.	1.96%	201,986	$35.9M	Add +13.9%
AWI Armstrong World Industries	1.89%	176,662	$34.6M	Reduce -8.4%
YOU Clear Secure Inc. Class A	1.75%	962,250	$32.1M	Reduce -7.8%
PBH Prestige Consumer Healthcare	1.73%	509,668	$31.8M	Reduce -5.6%
ESTA Establishment Labs Holdings	1.70%	760,197	$31.2M	Reduce -9.3%
ASND Ascendis Pharma A/S	1.59%	147,090	$29.2M	Reduce -8.1%
DOCS Doximity Inc. Class A	1.58%	395,555	$28.9M	Reduce -8.3%
XPO Xpo Inc.	1.58%	223,594	$28.9M	Reduce -8.3%
ZD Ziff Davis Inc.	1.56%	753,202	$28.7M	Reduce -9.5%
WEX Wex Inc.	1.49%	173,985	$27.4M	Reduce -8.4%
FOLD Amicus Therapeutics Inc.	1.48%	3,434,717	$27.1M	Add +24.4%
GTLS Chart Industries Inc.	1.42%	130,527	$26.1M	Reduce -8.3%
TKO Tko Group Holdings Inc.	1.42%	129,085	$26.1M	Reduce -50.2%
SUPN Supernus Pharmaceuticals Inc.	1.24%	476,081	$22.8M	Reduce -9.3%
KNSA Kiniksa Pharmaceuticals Inte	1.22%	577,822	$22.4M	Reduce -9.5%
SRAD Sportradar Group AG-A	1.17%	799,217	$21.5M	New
EEFT Euronet Worldwide Inc.	1.14%	238,009	$20.9M	Reduce -23.8%
LKQ LKQ Corp.	1.11%	667,838	$20.4M	Reduce -4.5%
DOX Amdocs Ltd.	1.07%	239,287	$19.6M	Reduce -8.4%
AGM Federal Agric MTG Corp. Class C	1.01%	110,094	$18.5M	Reduce -13.6%
NGVT Ingevity Corp.	1.01%	334,042	$18.4M	Reduce -8.6%
VRDN Viridian Therapeutics Inc.	1.00%	851,663	$18.4M	Add +65.2%
ITRN Ituran Location and Control	0.96%	493,614	$17.6M	Reduce -3.0%
MTN Vail Resorts Inc.	0.94%	115,724	$17.3M	Add +11.4%
RDWR Radware Ltd.	0.93%	645,131	$17.1M	Reduce -14.4%
MMS Maximus Inc.	0.91%	183,239	$16.7M	Reduce -0.5%
HROW Harrow Inc.	0.88%	333,695	$16.1M	Reduce -10.0%
NEXN Nexxen International Ltd.	0.87%	1,730,381	$16.0M	Add +33.7%
LMAT Lemaitre Vascular Inc.	0.85%	178,186	$15.6M	Reduce -16.7%
PRGS Progress Software Corp.	0.81%	338,941	$14.9M	Add +148.1%
CRAI Cra International Inc.	0.81%	71,032	$14.8M	Reduce -14.7%
BCRX Biocryst Pharmaceuticals Inc.	0.78%	1,880,389	$14.3M	Reduce -8.7%
SSTK Shutterstock Inc.	0.78%	681,731	$14.2M	Reduce -9.2%
NBIX Neurocrine Biosciences Inc.	0.76%	99,465	$14.0M	Reduce -8.2%
AEHR Aehr Test Systems	0.73%	444,381	$13.4M	Reduce -27.4%
OZK Bank Ozk	0.72%	258,651	$13.2M	Reduce -8.0%
ACAD Acadia Pharmaceuticals Inc.	0.72%	614,937	$13.1M	Reduce -8.2%
LQDT Liquidity Services Inc.	0.70%	465,158	$12.8M	Add +41.0%
MIRM Mirum Pharmaceuticals Inc.	0.66%	164,746	$12.1M	Reduce -29.0%
GNTX Gentex Corp.	0.64%	412,003	$11.7M	Reduce -7.7%
ALKS Alkermes PLC	0.63%	385,342	$11.6M	Reduce -8.7%
INSM Insmed Inc.	0.63%	79,667	$11.5M	Reduce -8.2%
VREX Varex Imaging Corp.	0.61%	909,261	$11.3M	Add +20.8%
OPRX Optimizerx Corp.	0.61%	545,816	$11.2M	Reduce -10.2%
TRAK Repositrak Inc.	0.60%	745,944	$11.1M	Reduce -9.8%
ETSY Etsy Inc.	0.59%	163,450	$10.9M	Reduce -8.6%
CEVA Ceva Inc.	0.58%	402,522	$10.6M	Reduce -8.7%
ASPN Aspen Aerogels Inc.	0.53%	1,407,726	$9.8M	Reduce -8.8%
POOL Pool Corp.	0.52%	30,529	$9.5M	Reduce -8.3%
FC Franklin Covey Co.	0.51%	483,952	$9.4M	Reduce -9.3%
LCII Lci Industries	0.47%	92,348	$8.6M	Reduce -9.0%
VITL Vital Farms Inc.	0.45%	201,773	$8.3M	Reduce -13.6%
ROAD Construction Partners Inc. Class A	0.43%	62,355	$7.9M	Reduce -24.6%
RBA RB Global Inc.	0.43%	72,309	$7.8M	Reduce -8.3%
WNS WNS Holdings Ltd. filed as WNS HLDGS LTD	0.42%	101,824	$7.8M	Reduce -85.8%
QDEL Quidelortho Corp.	0.42%	258,914	$7.6M	New
TTGT Techtarget Inc.	0.41%	1,299,526	$7.6M	Add +103.7%
GENI Genius Sports Ltd.	0.41%	609,414	$7.5M	Reduce -15.7%
CRNX Crinetics Pharmaceuticals Inc.	0.40%	174,077	$7.3M	New
EOLS Evolus Inc.	0.39%	1,168,886	$7.2M	Add +17.4%
FVRR Fiverr International Ltd.	0.37%	275,753	$6.7M	Reduce -10.2%
NSSC Napco Security Technologies	0.37%	156,368	$6.7M	Reduce -16.1%
NPKI NPK International Inc.	0.35%	573,673	$6.5M	Reduce -12.6%
COST Costco Wholesale Corp.	0.34%	6,750	$6.2M	Add +575.0%
PCRX Pacira Biosciences Inc.	0.33%	237,007	$6.1M	Reduce -8.9%
PRLB Proto Labs Inc.	0.33%	121,982	$6.1M	Reduce -16.1%
AUPH Aurinia Pharmaceuticals Inc.	0.33%	542,555	$6.0M	Reduce -1.4%
DORM Dorman Products Inc.	0.32%	37,642	$5.9M	Reduce -1.6%
PNTG The Pennant Group Inc.	0.31%	225,578	$5.7M	Reduce -1.4%
CCSI Consensus Cloud Solution	0.31%	191,333	$5.6M	Reduce -8.8%
BMRN Biomarin Pharmaceutical Inc.	0.31%	103,425	$5.6M	Add +1693.1%
LOB Live Oak Bancshares Inc.	0.30%	157,321	$5.5M	Add +6.1%
OR Or Royalties Inc.	0.29%	131,740	$5.3M	Reduce -11.3%
EHC Encompass Health Corp.	0.28%	40,943	$5.2M	Reduce -0.8%
MIR Mirion Technologies Inc.	0.28%	223,031	$5.2M	Reduce -17.3%
URGN Urogen Pharma Ltd.	0.28%	259,143	$5.2M	Reduce -10.0%
AAOI Applied Optoelectronics Inc.	0.28%	199,193	$5.2M	Reduce -16.6%
RMBS Rambus Inc.	0.28%	48,779	$5.1M	Reduce -29.1%
GO Grocery Outlet Holding Corp.	0.28%	315,898	$5.1M	Add +165.1%
GRBK Green Brick Partners Inc.	0.28%	68,416	$5.1M	Reduce -21.4%
ATEN A10 Networks Inc.	0.27%	273,797	$5.0M	Reduce -19.0%
GPGI Gpgi Inc. filed as COMPOSECURE INC	0.27%	237,997	$5.0M	Reduce -10.2%
VRNA Verona Pharma Ltd.	0.27%	45,748	$4.9M	Reduce -92.5%
SSTI Soundthinking Inc.	0.26%	402,441	$4.9M	Reduce -10.0%
ADMA Adma Biologics Inc.	0.26%	323,653	$4.7M	Reduce -17.1%
DY Dycom Industries Inc.	0.25%	15,858	$4.6M	Reduce -0.7%
KTOS Kratos Defense & Security	0.25%	49,570	$4.5M	Reduce -44.6%
PL Planet Labs PBC	0.24%	338,349	$4.4M	New
VCYT Veracyte Inc.	0.24%	127,259	$4.4M	Reduce -0.8%
GXO Gxo Logistics Inc.	0.23%	80,823	$4.3M	Reduce -8.7%
SWIM Latham Group Inc.	0.23%	559,590	$4.3M	Reduce -3.9%
GATX Gatx Corp.	0.23%	24,227	$4.2M	Reduce -0.8%

Show all 248 holdings

Portfolio Sells Q2 2025 → Q3 2025


VRNA Verona Pharma Ltd.	Reduce -92.5%	0.27%	−2.83
WNS WNS Holdings Ltd.	Reduce -85.8%	0.42%	−2.03
TKO Tko Group Holdings Inc.	Reduce -50.2%	1.42%	−1.12
DFIN Donnelley Financial Solution	Reduce -9.1%	2.13%	−0.64
PBH Prestige Consumer Healthcare	Reduce -5.6%	1.73%	−0.59
EEFT Euronet Worldwide Inc.	Reduce -23.8%	1.14%	−0.57
AGM Federal Agric MTG Corp. Class C	Reduce -13.6%	1.01%	−0.32
MLTX Moonlake Immunotherapeutics	Reduce -5.3%	0.05%	−0.31
ARLO Arlo Technologies Inc.	Reduce -9.8%	3.21%	−0.31
LKQ LKQ Corp.	Reduce -4.5%	1.11%	−0.28
TRAK Repositrak Inc.	Reduce -9.8%	0.60%	−0.27
SCPH Scpharmaceuticals Inc.	Reduce -93.1%	0.03%	−0.27
RDWR Radware Ltd.	Reduce -14.4%	0.93%	−0.26
WLDN Willdan Group Inc.	Reduce -77.9%	0.14%	−0.26
OLO Olo Inc. Class A	Sold out	0.00%	−0.24
ESTA Establishment Labs Holdings	Reduce -9.3%	1.70%	−0.23
BCRX Biocryst Pharmaceuticals Inc.	Reduce -8.7%	0.78%	−0.22
DOX Amdocs Ltd.	Reduce -8.4%	1.07%	−0.21
CBZ Cbiz Inc.	Sold out	0.00%	−0.15
PRMB Primo Brands Corp.	Sold out	0.00%	−0.15
FC Franklin Covey Co.	Reduce -9.3%	0.51%	−0.14
EB Eventbrite Inc. Class A	Reduce -72.0%	0.05%	−0.14
HRMY Harmony Biosciences Holdings	Sold out	0.00%	−0.13
ADMA Adma Biologics Inc.	Reduce -17.1%	0.26%	−0.12
LRN Stride Inc.	Reduce -8.3%	2.48%	−0.12
PTLO Portillo's Inc. Class A	Sold out	0.00%	−0.12
ACLS Axcelis Technologies Inc.	Sold out	0.00%	−0.12
FVRR Fiverr International Ltd.	Reduce -10.2%	0.37%	−0.12
LMAT Lemaitre Vascular Inc.	Reduce -16.7%	0.85%	−0.11
UFPT Ufp Technologies Inc.	Reduce -32.1%	0.13%	−0.10
PRO Pros Holdings Inc.	Reduce -64.3%	0.11%	−0.10
ITRN Ituran Location and Control	Reduce -3.0%	0.96%	−0.10
DCO Ducommun Inc.	Reduce -44.9%	0.16%	−0.09
AIOT Powerfleet Inc.	Sold out	0.00%	−0.09
XPO Xpo Inc.	Reduce -8.3%	1.58%	−0.08
ATEN A10 Networks Inc.	Reduce -19.0%	0.27%	−0.08
ALG Alamo Group Inc.	Reduce -32.1%	0.12%	−0.08
AVNS Avanos Medical Inc.	Sold out	0.00%	−0.08
HAE Haemonetics Corp.	Reduce -1.2%	0.14%	−0.07
LNTH Lantheus Holdings Inc.	Reduce -1.2%	0.12%	−0.07
LINC Lincoln Educational Services	Reduce -32.4%	0.17%	−0.07
MLAB Mesa Laboratories Inc.	Reduce -32.4%	0.06%	−0.07
ACAD Acadia Pharmaceuticals Inc.	Reduce -8.2%	0.72%	−0.06
CLFD Clearfield Inc.	Reduce -32.0%	0.07%	−0.06
GDYN Grid Dynamics Holdings Inc.	Reduce -32.2%	0.05%	−0.06
PNTG The Pennant Group Inc.	Reduce -1.4%	0.31%	−0.06
TRNS Transcat Inc.	Reduce -27.4%	0.10%	−0.06
HURN Huron Consulting Group Inc.	Reduce -31.9%	0.15%	−0.05
HCSG Healthcare Services Group	Reduce -31.6%	0.19%	−0.05
THR Thermon Group Holdings Inc.	Reduce -32.4%	0.10%	−0.05

Portfolio Buys Q2 2025 → Q3 2025


SRAD Sportradar Group AG-A	New	1.17%	+1.17
FOUR SHIFT4 Payments Inc. Class A	Add +71.3%	2.47%	+0.65
ACIW Aci Worldwide Inc.	Add +10.7%	2.87%	+0.64
FOLD Amicus Therapeutics Inc.	Add +24.4%	1.48%	+0.62
VRDN Viridian Therapeutics Inc.	Add +65.2%	1.00%	+0.61
WIX Wix.com Ltd.	Add +13.9%	1.96%	+0.44
QDEL Quidelortho Corp.	New	0.42%	+0.42
CRNX Crinetics Pharmaceuticals Inc.	New	0.40%	+0.40
PRGS Progress Software Corp.	Add +148.1%	0.81%	+0.34
BMRN Biomarin Pharmaceutical Inc.	Add +1693.1%	0.31%	+0.29
COST Costco Wholesale Corp.	Add +575.0%	0.34%	+0.29
LQDT Liquidity Services Inc.	Add +41.0%	0.70%	+0.28
VREX Varex Imaging Corp.	Add +20.8%	0.61%	+0.26
PL Planet Labs PBC	New	0.24%	+0.24
ICHR Ichor Holdings Ltd.	New	0.21%	+0.21
GO Grocery Outlet Holding Corp.	Add +165.1%	0.28%	+0.20
AMPH Amphastar Pharmaceuticals Inc.	New	0.19%	+0.19
LZ Legalzoomcom Inc.	New	0.19%	+0.19
BLND Blend Labs Inc. Class A	New	0.17%	+0.17
NEXN Nexxen International Ltd.	Add +33.7%	0.87%	+0.15
TTGT Techtarget Inc.	Add +103.7%	0.41%	+0.14
PDFS PDF Solutions Inc.	Add +74.8%	0.23%	+0.12
TSHA Taysha Gene Therapies Inc.	New	0.10%	+0.10
ICLR Icon PLC	Add +434.9%	0.12%	+0.10
CVGW Calavo Growers Inc.	New	0.10%	+0.10
SPB Spectrum Brands Holdings Inc.	New	0.08%	+0.08
MTN Vail Resorts Inc.	Add +11.4%	0.94%	+0.06
LOB Live Oak Bancshares Inc.	Add +6.1%	0.30%	+0.06
TRS Trimas Corp.	Add +7.3%	0.19%	+0.06
IWO iShares Russell 2000 Growth	Add +89.1%	0.10%	+0.06
SNWV Sanuwave Health Inc.	New	0.06%	+0.06
CGNX Cognex Corp.	Add +7.7%	0.14%	+0.05
LUCK Lucky Strike Entertainment C	Add +30.1%	0.13%	+0.04
OMCL Omnicell Inc.	Add +47.7%	0.10%	+0.03
VCEL Vericel Corp.	New	0.02%	+0.02
BTMD Biote Corp. Class A	Add +86.6%	0.04%	+0.01
FLOC Flowco Holdings Inc. Class A	New	0.01%	+0.01
ASUR Asure Software Inc.	Add +3.3%	0.19%	−0.03
EOLS Evolus Inc.	Add +17.4%	0.39%	−0.10

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	240	$2.1B	LGND, ACIW, ARLO, FN, ESTA
Q1 2026	243	$1.8B	LGND, FN, ARLO, XPO, ACIW
Q4 2025	243	$1.8B	LGND, ARLO, FOLD, FN, ESTA
Q3 2025	248	$1.8B	ARLO, ACIW, LGND, MEDP, LRN
Q2 2025	247	$1.9B	ARLO, VRNA, DFIN, LRN, TKO
Q1 2025	248	$1.7B	LRN, VRNA, ACIW, WNS, PBH
Q4 2024	249	$1.8B	LRN, DFIN, TKO, ACIW, ARLO
Q3 2024	250	$1.8B	LRN, DFIN, ACIW, ARLO, TKO
Q2 2024	256	$1.7B	LRN, DFIN, ACIW, ARLO, MEDP
Q1 2024	257	$1.8B	LRN, DFIN, DOOR, ARLO, MEDP