Summit Creek Advisors LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Summit Creek Advisors LLC reported 67 stock positions worth $635.6 million. Its top holding was Casella Waste Systems Class A (CWST) at 3.2% of the portfolio, followed by Addus Homecare (ADUS, 3.0%) and Littelfuse (LFUS, 2.8%). Compared with Q3 2025, it opened 5 new positions, sold out of 7, added to 13 and reduced 39. The biggest buy was a new position in Legence Class A (LGN) and the biggest sale an exit from WNS (WNS).

Most Recent 13F
Q2 2026
Location
MINNEAPOLIS, MN
CIK
0001333709
Portfolio Value
$635.6M (Q4 2025)
SEC Filing
0001333709-26-000002 ↗ filed Feb 6, 2026

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 Q3 2025 Q4 2025: $635.6M $635.6M Q4 2025 Q1 2026: $486.8M Q1 2026 Q2 2026: $293.8M Q2 2026

Holdings 67 stocks · $635.6M

CWST Casella Waste Systems Inc. Class A 3.24% 210,295 $20.6M Add +0.1%
ADUS Addus Homecare Corp. 3.00% 177,296 $19.0M Reduce -4.1%
LFUS Littelfuse Inc. 2.81% 70,714 $17.9M Add +8.7%
WLDN Willdan Group Inc. 2.76% 169,188 $17.5M Reduce -7.3%
PEGA Pegasystems Inc. 2.73% 291,042 $17.4M Reduce -4.0%
HQY Healthequity Inc. 2.66% 184,841 $16.9M Reduce -4.0%
ROAD Construction Partners Inc. Class A 2.64% 154,426 $16.8M Reduce -3.9%
TECH Bio-Techne Corp. 2.61% 282,580 $16.6M Reduce -7.0%
FIVE Five Below 2.59% 87,267 $16.4M Reduce -24.1%
DSGX The Descartes Systems Grp 2.47% 179,044 $15.7M Add +2.0%
ONT Onterris Inc. filed as MONTROSE ENVIRONMENTAL GROUP 2.46% 628,786 $15.6M Add +10.6%
ABCB Ameris Bancorp 2.42% 206,888 $15.4M Reduce -3.2%
EXLS Exlservice Holdings Inc. 2.41% 361,612 $15.3M Reduce -4.1%
VCEL Vericel Corp. 2.40% 422,931 $15.2M Reduce -20.4%
OPCH Option Care Health Inc. 2.32% 463,516 $14.8M Reduce -4.5%
BOOT Boot Barn Holdings Inc. 2.32% 83,534 $14.7M Reduce -16.8%
PCTY Paylocity Holding Corp. 2.31% 96,138 $14.7M Reduce -0.9%
FSV Firstservice Corp. 2.31% 94,202 $14.7M Reduce -4.9%
CCC CCC Intelligent Solutions Ho 2.22% 1,772,645 $14.1M Reduce -7.6%
QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 2.15% 189,042 $13.6M Reduce -4.7%
CBZ Cbiz Inc. 2.10% 264,180 $13.3M Reduce -7.1%
ZETA Zeta Global Holdings Corp. Class A 2.08% 648,403 $13.2M Reduce -20.2%
BWMN Bowman Consulting Group Ltd. 2.07% 399,094 $13.2M Add +10.1%
COCO The Vita Coco Co. Inc. 2.07% 247,920 $13.1M Reduce -17.8%
LMAT Lemaitre Vascular Inc. 1.91% 149,996 $12.2M Reduce -3.8%
GLBE Global-E Online Ltd. 1.80% 291,573 $11.5M Reduce -4.5%
SPSC SPS Commerce Inc. 1.80% 128,100 $11.4M Reduce -5.0%
CHEF The Chefs' Warehouse Inc. 1.75% 177,976 $11.1M Add +39.7%
ALRM Alarm.com Holdings Inc. 1.73% 215,766 $11.0M Reduce -6.3%
OLLI Ollie's Bargain Outlet Holdi 1.70% 98,459 $10.8M Reduce -4.0%
LGN Legence Corp. Class A 1.68% 247,765 $10.7M New
P Everpure Inc. Class A filed as PURE STORAGE INC 1.67% 157,918 $10.6M Reduce -3.7%
MEDP Medpace Holdings Inc. 1.62% 18,288 $10.3M Reduce -46.6%
RELY Remitly Global Inc. 1.60% 738,577 $10.2M Reduce -2.4%
VCYT Veracyte Inc. 1.58% 238,517 $10.0M Reduce -3.9%
ELF Elf Beauty Inc. 1.48% 123,988 $9.4M Add +22.2%
PNTG The Pennant Group Inc. 1.47% 331,669 $9.3M New
AGYS Agilysys Inc. 1.46% 77,826 $9.2M Reduce -4.0%
SITE Siteone Landscape Supply Inc. 1.44% 73,442 $9.1M Add +22.1%
DORM Dorman Products Inc. 1.44% 74,097 $9.1M Reduce -4.1%
WK Workiva Inc. 1.43% 105,500 $9.1M Add +19.6%
NOVT Novanta Inc. 1.38% 73,673 $8.8M Add +47.5%
CWAN Clearwater Analytics HDS-A 1.37% 362,151 $8.7M Reduce -4.5%
GDYN Grid Dynamics Holdings Inc. 1.31% 923,757 $8.3M Add +27.5%
DLB Dolby Laboratories Inc. Class A 1.15% 113,846 $7.3M Reduce -8.9%
VRRM Verra Mobility Corp. 1.14% 323,763 $7.3M Reduce -7.0%
DOCN Digitalocean Holdings Inc. 1.12% 148,083 $7.1M New
AORT Artivion Inc. 1.01% 140,873 $6.4M New
BLFS Biolife Solutions Inc. 0.91% 238,802 $5.8M Add +24.2%
IWO iShares Russell 2000 Growth 0.72% 14,242 $4.6M New
QLYS Qualys Inc. 0.72% 34,590 $4.6M Reduce -4.2%
DV Doubleverify Holdings Inc. 0.69% 384,186 $4.4M Reduce -9.7%
BWIN Baldwin Insurance Group Inc./ filed as THE BALDWIN INSURANCE GRP IN 0.56% 148,465 $3.6M Reduce -11.9%
FIVN FIVE9 Inc. 0.56% 176,540 $3.5M Reduce -8.4%
TRMB Trimble Inc. 0.08% 6,855 $537K No change
DT Dynatrace Inc. 0.07% 10,534 $457K Add +21.3%
GDDY GoDaddy Inc. Class A 0.07% 3,658 $454K No change
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.07% 2,395 $437K No change
WMS Advanced Drainage Systems Inc. 0.05% 2,170 $314K No change
FICO Fair Isaac Corp. 0.05% 185 $313K Reduce -21.3%
ICLR Icon PLC 0.05% 1,655 $302K No change
WST West Pharmaceutical Services 0.04% 966 $266K No change
TYL Tyler Technologies Inc. 0.04% 520 $236K No change
TW Tradeweb Markets Inc. Class A 0.04% 2,154 $232K No change
MNDY Monday.com Ltd. 0.04% 1,552 $229K No change
NICE Nice Ltd. - Spon ADR 0.04% 2,008 $227K No change
MPWR Monolithic Power Systems Inc. 0.03% 236 $214K Reduce -35.3%

Portfolio Sells Q3 2025 → Q4 2025

WNS WNS Holdings Ltd. Sold out 0.00% −2.03
IPAR Interparfums Inc. Sold out 0.00% −1.41
TREX Trex Company Inc. Sold out 0.00% −1.13
MEDP Medpace Holdings Inc. Reduce -46.6% 1.62% −0.95
BOX Box Inc. Class A Sold out 0.00% −0.94
VERX Vertex Inc. Class A Sold out 0.00% −0.69
FSV Firstservice Corp. Reduce -4.9% 2.31% −0.44
MCW Mister Car Wash Inc. Sold out 0.00% −0.41
P Everpure Inc. Class A Reduce -3.7% 1.67% −0.34
ROAD Construction Partners Inc. Class A Reduce -3.9% 2.64% −0.34
CCC CCC Intelligent Solutions Ho Reduce -7.6% 2.22% −0.33
DORM Dorman Products Inc. Reduce -4.1% 1.44% −0.32
ZETA Zeta Global Holdings Corp. Class A Reduce -20.2% 2.08% −0.28
SPSC SPS Commerce Inc. Reduce -5.0% 1.80% −0.25
OLLI Ollie's Bargain Outlet Holdi Reduce -4.0% 1.70% −0.22
RELY Remitly Global Inc. Reduce -2.4% 1.60% −0.19
ADUS Addus Homecare Corp. Reduce -4.1% 3.00% −0.18
DLB Dolby Laboratories Inc. Class A Reduce -8.9% 1.15% −0.17
BWIN Baldwin Insurance Group Inc./ Reduce -11.9% 0.56% −0.13
FIVN FIVE9 Inc. Reduce -8.4% 0.56% −0.12
VRRM Verra Mobility Corp. Reduce -7.0% 1.14% −0.11
BOOT Boot Barn Holdings Inc. Reduce -16.8% 2.32% −0.10
CBZ Cbiz Inc. Reduce -7.1% 2.10% −0.10
LMAT Lemaitre Vascular Inc. Reduce -3.8% 1.91% −0.07
DV Doubleverify Holdings Inc. Reduce -9.7% 0.69% −0.05
ALRM Alarm.com Holdings Inc. Reduce -6.3% 1.73% −0.05
VCEL Vericel Corp. Reduce -20.4% 2.40% −0.04
POOL Pool Corp. Sold out 0.00% −0.04
MPWR Monolithic Power Systems Inc. Reduce -35.3% 0.03% −0.02
FIVE Five Below Reduce -24.1% 2.59% −0.01
EXLS Exlservice Holdings Inc. Reduce -4.1% 2.41% −0.00
FICO Fair Isaac Corp. Reduce -21.3% 0.05% −0.00
HQY Healthequity Inc. Reduce -4.0% 2.66% +0.00
QLYS Qualys Inc. Reduce -4.2% 0.72% +0.03
QTWO Q2 Holdings Inc. Reduce -4.7% 2.15% +0.05
PCTY Paylocity Holding Corp. Reduce -0.9% 2.31% +0.05
ABCB Ameris Bancorp Reduce -3.2% 2.42% +0.13
TECH Bio-Techne Corp. Reduce -7.0% 2.61% +0.15
WLDN Willdan Group Inc. Reduce -7.3% 2.76% +0.19
PEGA Pegasystems Inc. Reduce -4.0% 2.73% +0.19
COCO The Vita Coco Co. Inc. Reduce -17.8% 2.07% +0.20
AGYS Agilysys Inc. Reduce -4.0% 1.46% +0.21
GLBE Global-E Online Ltd. Reduce -4.5% 1.80% +0.21
VCYT Veracyte Inc. Reduce -3.9% 1.58% +0.34
OPCH Option Care Health Inc. Reduce -4.5% 2.32% +0.36
CWAN Clearwater Analytics HDS-A Reduce -4.5% 1.37% +0.38

Portfolio Buys Q3 2025 → Q4 2025

LGN Legence Corp. Class A New 1.68% +1.68
PNTG The Pennant Group Inc. New 1.47% +1.47
DOCN Digitalocean Holdings Inc. New 1.12% +1.12
AORT Artivion Inc. New 1.01% +1.01
IWO iShares Russell 2000 Growth New 0.72% +0.72
CHEF The Chefs' Warehouse Inc. Add +39.7% 1.75% +0.66
NOVT Novanta Inc. Add +47.5% 1.38% +0.65
GDYN Grid Dynamics Holdings Inc. Add +27.5% 1.31% +0.50
LFUS Littelfuse Inc. Add +8.7% 2.81% +0.36
CWST Casella Waste Systems Inc. Class A Add +0.1% 3.24% +0.33
WK Workiva Inc. Add +19.6% 1.43% +0.32
SITE Siteone Landscape Supply Inc. Add +22.1% 1.44% +0.31
BLFS Biolife Solutions Inc. Add +24.2% 0.91% +0.19
ONT Onterris Inc. Add +10.6% 2.46% +0.18
DSGX The Descartes Systems Grp Add +2.0% 2.47% +0.06
DT Dynatrace Inc. Add +21.3% 0.07% +0.01
BWMN Bowman Consulting Group Ltd. Add +10.1% 2.07% −0.16
ELF Elf Beauty Inc. Add +22.2% 1.48% −0.48

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