Summit Creek Advisors LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Summit Creek Advisors LLC reported 69 stock positions worth $686.1 million. Its top holding was Addus Homecare (ADUS) at 3.2% of the portfolio, followed by Construction Partners Class A (ROAD, 3.0%) and Casella Waste Systems Class A (CWST, 2.9%). Compared with Q2 2025, it opened 3 new positions, sold out of 2, added to 12 and reduced 54. The biggest buy was a new position in Veracyte (VCYT) and the biggest sale Everpure Class A (P, shares −55%).

Most Recent 13F
Q2 2026
Location
MINNEAPOLIS, MN
CIK
0001333709
Portfolio Value
$686.1M (Q3 2025)
SEC Filing
0001333709-25-000009 ↗ filed Oct 24, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $793.3M Q1 2024 Q2 2024: $730.1M Q2 2024 Q3 2024: $736.2M Q3 2024 Q4 2024: $760.6M Q4 2024 Q1 2025: $684.6M Q1 2025 Q2 2025: $718.6M Q2 2025 Q3 2025: $686.1M $686.1M Q3 2025 Q4 2025: $635.6M Q4 2025 Q1 2026: $486.8M Q1 2026 Q2 2026: $293.8M Q2 2026

Holdings 69 stocks · $686.1M

ADUS Addus Homecare Corp. 3.18% 184,882 $21.8M Reduce -7.4%
ROAD Construction Partners Inc. Class A 2.98% 160,758 $20.4M Reduce -7.6%
CWST Casella Waste Systems Inc. Class A 2.91% 210,165 $19.9M Add +12.3%
FSV Firstservice Corp. 2.75% 99,019 $18.9M Reduce -6.6%
HQY Healthequity Inc. 2.66% 192,525 $18.2M Reduce -7.5%
FIVE Five Below 2.59% 115,030 $17.8M Add +2.8%
WLDN Willdan Group Inc. 2.57% 182,423 $17.6M Reduce -41.9%
MEDP Medpace Holdings Inc. 2.56% 34,222 $17.6M Reduce -31.7%
CCC CCC Intelligent Solutions Ho 2.55% 1,918,485 $17.5M Reduce -6.5%
PEGA Pegasystems Inc. 2.54% 303,075 $17.4M Reduce -7.4%
TECH Bio-Techne Corp. 2.46% 303,725 $16.9M Reduce -5.1%
LFUS Littelfuse Inc. 2.46% 65,036 $16.8M Add +25.4%
VCEL Vericel Corp. 2.44% 531,603 $16.7M Add +35.1%
BOOT Boot Barn Holdings Inc. 2.42% 100,370 $16.6M Reduce -19.7%
EXLS Exlservice Holdings Inc. 2.42% 377,007 $16.6M Reduce -7.4%
DSGX The Descartes Systems Grp 2.41% 175,465 $16.5M Reduce -7.6%
ZETA Zeta Global Holdings Corp. Class A 2.35% 812,182 $16.1M Reduce -19.3%
ABCB Ameris Bancorp 2.28% 213,726 $15.7M Reduce -7.4%
ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP 2.28% 568,549 $15.6M Reduce -9.3%
PCTY Paylocity Holding Corp. 2.25% 97,051 $15.5M Reduce -11.3%
BWMN Bowman Consulting Group Ltd. 2.24% 362,449 $15.4M Reduce -7.9%
CBZ Cbiz Inc. 2.19% 284,285 $15.1M Reduce -7.2%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 2.09% 198,399 $14.4M Reduce -7.8%
SPSC SPS Commerce Inc. 2.05% 134,835 $14.0M Reduce -7.9%
WNS WNS Holdings Ltd. filed as WNS HLDGS LTD 2.03% 182,995 $14.0M Reduce -29.5%
P Everpure Inc. Class A filed as PURE STORAGE INC 2.00% 164,000 $13.7M Reduce -54.6%
LMAT Lemaitre Vascular Inc. 1.99% 155,903 $13.6M Reduce -7.4%
OPCH Option Care Health Inc. 1.96% 485,603 $13.5M Reduce -6.8%
ELF Elf Beauty Inc. 1.96% 101,453 $13.4M Add +14.6%
OLLI Ollie's Bargain Outlet Holdi 1.92% 102,529 $13.2M Reduce -20.4%
COCO The Vita Coco Co. Inc. 1.87% 301,530 $12.8M Reduce -7.4%
RELY Remitly Global Inc. 1.80% 756,384 $12.3M Add +4.9%
ALRM Alarm.com Holdings Inc. 1.78% 230,346 $12.2M Reduce -7.4%
DORM Dorman Products Inc. 1.76% 77,267 $12.0M Reduce -7.3%
GLBE Global-E Online Ltd. 1.59% 305,363 $10.9M Add +12.3%
IPAR Interparfums Inc. 1.41% 98,413 $9.7M Add +84.6%
DLB Dolby Laboratories Inc. Class A 1.32% 125,034 $9.0M Add +24.9%
VRRM Verra Mobility Corp. 1.25% 348,320 $8.6M Reduce -6.7%
AGYS Agilysys Inc. 1.24% 81,094 $8.5M Reduce -7.4%
VCYT Veracyte Inc. 1.24% 248,125 $8.5M New
SITE Siteone Landscape Supply Inc. 1.13% 60,130 $7.7M Reduce -7.3%
TREX Trex Company Inc. 1.13% 149,835 $7.7M Reduce -7.4%
WK Workiva Inc. 1.11% 88,241 $7.6M Reduce -7.2%
CHEF The Chefs' Warehouse Inc. 1.08% 127,388 $7.4M New
CWAN Clearwater Analytics HDS-A 1.00% 379,156 $6.8M Add +14.7%
BOX Box Inc. Class A 0.94% 199,117 $6.4M Reduce -7.4%
GDYN Grid Dynamics Holdings Inc. 0.81% 724,433 $5.6M Reduce -6.0%
DV Doubleverify Holdings Inc. 0.74% 425,310 $5.1M Add +98.7%
NOVT Novanta Inc. 0.73% 49,961 $5.0M Reduce -7.4%
BLFS Biolife Solutions Inc. 0.71% 192,261 $4.9M New
QLYS Qualys Inc. 0.70% 36,112 $4.8M Reduce -7.5%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN 0.69% 168,444 $4.8M Reduce -3.0%
VERX Vertex Inc. Class A 0.69% 189,789 $4.7M Reduce -7.6%
FIVN FIVE9 Inc. 0.68% 192,718 $4.7M Reduce -7.1%
MCW Mister Car Wash Inc. 0.41% 531,732 $2.8M Reduce -7.4%
TRMB Trimble Inc. 0.08% 6,855 $560K Reduce -6.4%
GDDY GoDaddy Inc. Class A 0.07% 3,658 $501K Reduce -6.4%
DT Dynatrace Inc. 0.06% 8,688 $421K Reduce -6.4%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.05% 2,395 $357K Reduce -6.4%
FICO Fair Isaac Corp. 0.05% 235 $352K Reduce -6.4%
MPWR Monolithic Power Systems Inc. 0.05% 365 $336K Reduce -6.4%
WMS Advanced Drainage Systems Inc. 0.04% 2,170 $301K Reduce -6.4%
MNDY Monday.com Ltd. 0.04% 1,552 $301K Add +73.4%
NICE Nice Ltd. - Spon ADR 0.04% 2,008 $291K Reduce -6.4%
ICLR Icon PLC 0.04% 1,655 $290K Reduce -6.4%
TYL Tyler Technologies Inc. 0.04% 520 $272K Reduce -6.3%
WST West Pharmaceutical Services 0.04% 966 $253K Reduce -6.4%
POOL Pool Corp. 0.04% 788 $244K Reduce -6.4%
TW Tradeweb Markets Inc. Class A 0.03% 2,154 $239K Reduce -47.2%

Portfolio Sells Q2 2025 → Q3 2025

P Everpure Inc. Class A Reduce -54.6% 2.00% −0.89
CBZ Cbiz Inc. Reduce -7.2% 2.19% −0.86
RPAY Repay Holdings Corp. Sold out 0.00% −0.76
SPSC SPS Commerce Inc. Reduce -7.9% 2.05% −0.72
QTWO Q2 Holdings Inc. Reduce -7.8% 2.09% −0.71
NVEE NV5 Global Inc. Sold out 0.00% −0.53
PCTY Paylocity Holding Corp. Reduce -11.3% 2.25% −0.51
OLLI Ollie's Bargain Outlet Holdi Reduce -20.4% 1.92% −0.44
GDYN Grid Dynamics Holdings Inc. Reduce -6.0% 0.81% −0.42
OPCH Option Care Health Inc. Reduce -6.8% 1.96% −0.39
HQY Healthequity Inc. Reduce -7.5% 2.66% −0.38
BWIN Baldwin Insurance Group Inc./ Reduce -3.0% 0.69% −0.34
VERX Vertex Inc. Class A Reduce -7.6% 0.69% −0.32
DSGX The Descartes Systems Grp Reduce -7.6% 2.41% −0.28
WNS WNS Holdings Ltd. Reduce -29.5% 2.03% −0.25
NOVT Novanta Inc. Reduce -7.4% 0.73% −0.24
BOOT Boot Barn Holdings Inc. Reduce -19.7% 2.42% −0.22
ALRM Alarm.com Holdings Inc. Reduce -7.4% 1.78% −0.18
WLDN Willdan Group Inc. Reduce -41.9% 2.57% −0.16
AGYS Agilysys Inc. Reduce -7.4% 1.24% −0.15
CCC CCC Intelligent Solutions Ho Reduce -6.5% 2.55% −0.14
TREX Trex Company Inc. Reduce -7.4% 1.13% −0.10
BOX Box Inc. Class A Reduce -7.4% 0.94% −0.09
FIVN FIVE9 Inc. Reduce -7.1% 0.68% −0.08
QLYS Qualys Inc. Reduce -7.5% 0.70% −0.08
MCW Mister Car Wash Inc. Reduce -7.4% 0.41% −0.07
VRRM Verra Mobility Corp. Reduce -6.7% 1.25% −0.07
EXLS Exlservice Holdings Inc. Reduce -7.4% 2.42% −0.06
TW Tradeweb Markets Inc. Class A Reduce -47.2% 0.03% −0.05
GDDY GoDaddy Inc. Class A Reduce -6.4% 0.07% −0.03
ADUS Addus Homecare Corp. Reduce -7.4% 3.18% −0.02
FICO Fair Isaac Corp. Reduce -6.4% 0.05% −0.01
JKHY Jack Henry & Associates Inc. Reduce -6.4% 0.05% −0.01
DT Dynatrace Inc. Reduce -6.4% 0.06% −0.01
NICE Nice Ltd. - Spon ADR Reduce -6.4% 0.04% −0.01
TYL Tyler Technologies Inc. Reduce -6.3% 0.04% −0.01
POOL Pool Corp. Reduce -6.4% 0.04% +0.00
TRMB Trimble Inc. Reduce -6.4% 0.08% +0.00
WST West Pharmaceutical Services Reduce -6.4% 0.04% +0.01
ICLR Icon PLC Reduce -6.4% 0.04% +0.01
WMS Advanced Drainage Systems Inc. Reduce -6.4% 0.04% +0.01
MPWR Monolithic Power Systems Inc. Reduce -6.4% 0.05% +0.01
SITE Siteone Landscape Supply Inc. Reduce -7.3% 1.13% +0.04
LMAT Lemaitre Vascular Inc. Reduce -7.4% 1.99% +0.04
PEGA Pegasystems Inc. Reduce -7.4% 2.54% +0.07
TECH Bio-Techne Corp. Reduce -5.1% 2.46% +0.17
FSV Firstservice Corp. Reduce -6.6% 2.75% +0.17
ZETA Zeta Global Holdings Corp. Class A Reduce -19.3% 2.35% +0.18
WK Workiva Inc. Reduce -7.2% 1.11% +0.20
ABCB Ameris Bancorp Reduce -7.4% 2.28% +0.21

Portfolio Buys Q2 2025 → Q3 2025

VCYT Veracyte Inc. New 1.24% +1.24
CHEF The Chefs' Warehouse Inc. New 1.08% +1.08
LFUS Littelfuse Inc. Add +25.4% 2.46% +0.82
BLFS Biolife Solutions Inc. New 0.71% +0.71
FIVE Five Below Add +2.8% 2.59% +0.55
IPAR Interparfums Inc. Add +84.6% 1.41% +0.44
ELF Elf Beauty Inc. Add +14.6% 1.96% +0.43
GLBE Global-E Online Ltd. Add +12.3% 1.59% +0.32
DV Doubleverify Holdings Inc. Add +98.7% 0.74% +0.30
DLB Dolby Laboratories Inc. Class A Add +24.9% 1.32% +0.28
VCEL Vericel Corp. Add +35.1% 2.44% +0.11
MNDY Monday.com Ltd. Add +73.4% 0.04% +0.00
CWAN Clearwater Analytics HDS-A Add +14.7% 1.00% −0.01
RELY Remitly Global Inc. Add +4.9% 1.80% −0.09
CWST Casella Waste Systems Inc. Class A Add +12.3% 2.91% −0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 64$293.8MLFUS, VCEL, CWST, TECH, ADUS
Q1 2026 65$486.8MLFUS, ADUS, CWST, ROAD, HQY
Q4 2025 67$635.6MCWST, ADUS, LFUS, WLDN, PEGA
Q3 2025 69$686.1MADUS, ROAD, CWST, FSV, HQY
Q2 2025 68$718.6MADUS, CBZ, HQY, CWST, P
Q1 2025 69$684.6MPCTY, CBZ, HQY, DSGX, OLLI
Q4 2024 69$760.6MHQY, ADUS, CCC, PCTY, CBZ
Q3 2024 69$736.2MADUS, EXLS, CCC, ZETA, DSGX
Q2 2024 68$730.1MADUS, DSGX, CCC, P, SPSC
Q1 2024 68$793.3MDSGX, ADUS, CCC, P, BOOT