Van Berkom & Associates Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Van Berkom & Associates Inc. reported 67 stock positions worth $3.1 billion. Its top holding was Victory Capital Holding - A (VCTR) at 3.3% of the portfolio, followed by Charles River Laboratories (CRL, 3.3%) and Ensign (ENSG, 3.2%). Compared with Q1 2026, it opened 3 new positions, sold out of 8, added to 28 and reduced 35. The biggest buy was Stevanato Group SPA (STVN, shares +1636%) and the biggest sale Epam Systems (EPAM, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, A8
- CIK
- 0001524408
- Portfolio Value
- $3.1B (Q2 2026)
- SEC Filing
- 0001524408-26-000013 ↗ filed Aug 5, 2026
Holdings Value
Holdings 67 stocks · $3.1B
| VCTR Victory Capital Holding - A | 3.32% | 1,224,567 | $102.9M | Reduce -21.2% |
| CRL Charles River Laboratories | 3.28% | 449,414 | $101.9M | Reduce -10.3% |
| ENSG The Ensign Group Inc. | 3.22% | 623,502 | $99.9M | Add +19.9% |
| LAUR Laureate Education Inc. | 3.19% | 2,727,172 | $99.1M | Reduce -12.1% |
| DOCN Digitalocean Holdings Inc. | 3.11% | 614,434 | $96.5M | Reduce -52.5% |
| PRVA Privia Health Group Inc. | 3.08% | 3,711,623 | $95.5M | Reduce -8.4% |
| SNEX Stonex Group Inc. | 2.85% | 745,686 | $88.4M | Reduce -46.1% |
| FSS Federal Signal Corp. | 2.82% | 682,045 | $87.6M | Reduce -5.8% |
| PNTG The Pennant Group Inc. | 2.82% | 2,369,269 | $87.5M | Reduce -11.2% |
| GTES Gates Industrial Corp. UK Ltd. | 2.80% | 3,107,571 | $86.9M | Add +0.3% |
| RLI Rli Corp. | 2.70% | 1,420,403 | $83.9M | Add +5.8% |
| OZK Bank Ozk | 2.69% | 1,604,567 | $83.6M | Reduce -7.0% |
| EEFT Euronet Worldwide Inc. | 2.67% | 1,130,972 | $82.8M | Reduce -9.3% |
| LOPE Grand Canyon Education Inc. | 2.51% | 544,863 | $78.0M | Reduce -7.0% |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 2.46% | 1,859,025 | $76.4M | Reduce -6.6% |
| CHE Chemed Corp. | 2.44% | 162,809 | $75.8M | Reduce -1.4% |
| AWI Armstrong World Industries | 2.40% | 464,933 | $74.6M | Add +4.1% |
| RDNT Radnet Inc. | 2.37% | 1,193,068 | $73.6M | Add +16.0% |
| CCC CCC Intelligent Solutions Ho | 2.34% | 14,089,987 | $72.7M | Add +4.3% |
| SPXC SPX Technologies Inc. | 2.31% | 292,403 | $71.7M | Reduce -4.6% |
| TTEK Tetra Tech Inc. | 2.30% | 2,469,392 | $71.3M | Add +8.0% |
| BV Brightview Holdings Inc. | 2.29% | 5,017,317 | $71.1M | Reduce -0.4% |
| WSC Willscot Holdings Corp. | 2.28% | 2,450,201 | $70.7M | Reduce -14.9% |
| HLNE Hamilton Lane Inc. Class A | 2.25% | 884,888 | $69.8M | Add +6.2% |
| FIVN FIVE9 Inc. | 2.14% | 3,110,100 | $66.3M | Reduce -6.7% |
| PLNT Planet Fitness Inc. Class A | 2.12% | 1,261,848 | $65.8M | Add +27.4% |
| ESAB Esab Corp. | 2.10% | 660,182 | $65.1M | Add +0.6% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 1.94% | 1,211,763 | $60.1M | Reduce -7.1% |
| SHAK Shake Shack Inc. Class A | 1.91% | 1,058,157 | $59.3M | Add +24.6% |
| PCTY Paylocity Holding Corp. | 1.91% | 565,819 | $59.1M | Reduce -8.2% |
| HLI Houlihan Lokey Inc. | 1.89% | 436,412 | $58.5M | Add +7.5% |
| MMS Maximus Inc. | 1.88% | 1,088,046 | $58.5M | Reduce -7.2% |
| MOD Modine Manufacturing Co. | 1.88% | 218,988 | $58.5M | Reduce -40.1% |
| FND Floor & Decor Holdings Inc. Class A | 1.88% | 982,991 | $58.4M | Add +8.9% |
| FCN Fti Consulting Inc. | 1.87% | 388,895 | $57.9M | Reduce -11.8% |
| STVN Stevanato Group SPA | 1.73% | 2,969,220 | $53.7M | Add +1636.5% |
| ORA Ormat Technologies Inc. | 1.68% | 479,792 | $52.2M | Reduce -17.1% |
| PRIM Primoris Services Corp. | 1.63% | 509,157 | $50.5M | Add +10.1% |
| ROAD Construction Partners Inc. Class A | 1.59% | 416,726 | $49.5M | Add +3216.8% |
| BMI Badger Meter Inc. | 1.58% | 330,384 | $49.0M | New |
| OPCH Option Care Health Inc. | 1.48% | 2,185,884 | $45.8M | Add +37.7% |
| PXED Phoenix Education Partners I | 1.42% | 1,340,935 | $44.0M | Reduce -2.1% |
| SPSC SPS Commerce Inc. | 1.16% | 630,329 | $36.0M | Reduce -7.1% |
| MDA Mda Space Ltd. | 0.22% | 166,137 | $6.9M | Reduce -25.7% |
| BGSI Boyd Group Services Inc. | 0.19% | 61,557 | $5.8M | Add +57.4% |
| CIGI Colliers Intl GR-Subord Vot | 0.18% | 60,581 | $5.7M | Add +46.5% |
| ATS Ats Corp. | 0.17% | 188,066 | $5.4M | Reduce -26.9% |
| TSAT Telesat Corp. | 0.13% | 77,382 | $3.9M | Add +181.5% |
| LAZ Lazard Inc. | 0.11% | 78,395 | $3.3M | Add +20.9% |
| ATAT Atour Lifestyle Holdings-ADR | 0.09% | 87,462 | $2.8M | Add +24.3% |
| KLIC Kulicke & Soffa Industries | 0.08% | 19,369 | $2.6M | New |
| CSW CSW Industrials Inc. | 0.08% | 8,589 | $2.4M | New |
| LYFT LYFT Inc. Class A | 0.06% | 128,905 | $1.9M | Add +6.3% |
| GO Grocery Outlet Holding Corp. | 0.06% | 175,702 | $1.8M | Add +54.2% |
| APG Api Group Corp. | 0.06% | 41,016 | $1.7M | Reduce -4.8% |
| SLAB Silicon Laboratories Inc. | 0.05% | 6,452 | $1.4M | Reduce -15.8% |
| EWT iShares MSCI Taiwan ETF | 0.04% | 11,668 | $1.3M | Add +656.2% |
| SGI Somnigroup International Inc. | 0.04% | 15,360 | $1.2M | Add +16.3% |
| MWA Mueller Water Products Inc. Class A | 0.04% | 46,464 | $1.2M | Add +36.0% |
| DT Dynatrace Inc. | 0.03% | 21,655 | $951K | Reduce -38.2% |
| FA First Advantage Corp. | 0.03% | 52,485 | $947K | Reduce -44.5% |
| VITL Vital Farms Inc. | 0.02% | 57,023 | $663K | Reduce -97.5% |
| PTC PTC Inc. | 0.02% | 4,757 | $540K | Reduce -46.5% |
| GLOB Globant SA | 0.01% | 8,122 | $235K | Reduce -56.9% |
| EPAM Epam Systems Inc. | 0.01% | 2,783 | $221K | Reduce -99.3% |
| EWY iShares MSCI South Korea ETF | 0.00% | 368 | $74K | Add +72.0% |
| SCJ iShares MSCI Japan Small-Cap | 0.00% | 528 | $56K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| EPAM Epam Systems Inc. | Reduce -99.3% | 0.01% | −1.79 |
| VITL Vital Farms Inc. | Reduce -97.5% | 0.02% | −1.02 |
| BLKB Blackbaud Inc. | Sold out | 0.00% | −0.90 |
| SNEX Stonex Group Inc. | Reduce -46.1% | 2.85% | −0.78 |
| LOPE Grand Canyon Education Inc. | Reduce -7.0% | 2.51% | −0.72 |
| MOD Modine Manufacturing Co. | Reduce -40.1% | 1.88% | −0.69 |
| FCN Fti Consulting Inc. | Reduce -11.8% | 1.87% | −0.67 |
| MMS Maximus Inc. | Reduce -7.2% | 1.88% | −0.56 |
| DOCN Digitalocean Holdings Inc. | Reduce -52.5% | 3.11% | −0.50 |
| ORA Ormat Technologies Inc. | Reduce -17.1% | 1.68% | −0.42 |
| LAUR Laureate Education Inc. | Reduce -12.1% | 3.19% | −0.32 |
| PCTY Paylocity Holding Corp. | Reduce -8.2% | 1.91% | −0.26 |
| SPSC SPS Commerce Inc. | Reduce -7.1% | 1.16% | −0.07 |
| ATS Ats Corp. | Reduce -26.9% | 0.17% | −0.06 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.03 |
| PTC PTC Inc. | Reduce -46.5% | 0.02% | −0.02 |
| EEFT Euronet Worldwide Inc. | Reduce -9.3% | 2.67% | −0.02 |
| GLOB Globant SA | Reduce -56.9% | 0.01% | −0.02 |
| DT Dynatrace Inc. | Reduce -38.2% | 0.03% | −0.01 |
| GRAB Grab Holdings Ltd. Class A | Sold out | 0.00% | −0.01 |
| VIPS Vipshop Holdings Ltd. - ADR | Sold out | 0.00% | −0.01 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.01 |
| SLAB Silicon Laboratories Inc. | Reduce -15.8% | 0.05% | −0.01 |
| FA First Advantage Corp. | Reduce -44.5% | 0.03% | −0.01 |
| EWA iShares MSCI Australia ETF | Sold out | 0.00% | −0.00 |
| EEMS iShares MSCI Emerging MKT SM | Sold out | 0.00% | −0.00 |
| SMIN iShares MSCI India Small-Cap | Sold out | 0.00% | −0.00 |
| APG Api Group Corp. | Reduce -4.8% | 0.06% | −0.00 |
| VCTR Victory Capital Holding - A | Reduce -21.2% | 3.32% | +0.01 |
| PXED Phoenix Education Partners I | Reduce -2.1% | 1.42% | +0.02 |
| NMIH Nmi Holdings Inc. | Reduce -6.6% | 2.46% | +0.03 |
| MDA Mda Space Ltd. | Reduce -25.7% | 0.22% | +0.04 |
| OZK Bank Ozk | Reduce -7.0% | 2.69% | +0.12 |
| PNTG The Pennant Group Inc. | Reduce -11.2% | 2.82% | +0.18 |
| FSS Federal Signal Corp. | Reduce -5.8% | 2.82% | +0.28 |
| SPXC SPX Technologies Inc. | Reduce -4.6% | 2.31% | +0.32 |
| BV Brightview Holdings Inc. | Reduce -0.4% | 2.29% | +0.36 |
| PRVA Privia Health Group Inc. | Reduce -8.4% | 3.08% | +0.37 |
| YETI Yeti Holdings Inc. | Reduce -7.1% | 1.94% | +0.38 |
| CHE Chemed Corp. | Reduce -1.4% | 2.44% | +0.42 |
| CRL Charles River Laboratories | Reduce -10.3% | 3.28% | +0.47 |
| FIVN FIVE9 Inc. | Reduce -6.7% | 2.14% | +0.49 |
| WSC Willscot Holdings Corp. | Reduce -14.9% | 2.28% | +0.65 |
Portfolio Buys Q1 2026 → Q2 2026
| STVN Stevanato Group SPA | Add +1636.5% | 1.73% | +1.65 |
| BMI Badger Meter Inc. | New | 1.58% | +1.58 |
| ROAD Construction Partners Inc. Class A | Add +3216.8% | 1.59% | +1.55 |
| GTES Gates Industrial Corp. UK Ltd. | Add +0.3% | 2.80% | +0.52 |
| RDNT Radnet Inc. | Add +16.0% | 2.37% | +0.50 |
| FND Floor & Decor Holdings Inc. Class A | Add +8.9% | 1.88% | +0.39 |
| RLI Rli Corp. | Add +5.8% | 2.70% | +0.22 |
| TSAT Telesat Corp. | Add +181.5% | 0.13% | +0.09 |
| OPCH Option Care Health Inc. | Add +37.7% | 1.48% | +0.09 |
| KLIC Kulicke & Soffa Industries | New | 0.08% | +0.08 |
| CSW CSW Industrials Inc. | New | 0.08% | +0.08 |
| TTEK Tetra Tech Inc. | Add +8.0% | 2.30% | +0.06 |
| CIGI Colliers Intl GR-Subord Vot | Add +46.5% | 0.18% | +0.04 |
| EWT iShares MSCI Taiwan ETF | Add +656.2% | 0.04% | +0.04 |
| ESAB Esab Corp. | Add +0.6% | 2.10% | +0.04 |
| GO Grocery Outlet Holding Corp. | Add +54.2% | 0.06% | +0.03 |
| BGSI Boyd Group Services Inc. | Add +57.4% | 0.19% | +0.03 |
| LAZ Lazard Inc. | Add +20.9% | 0.11% | +0.02 |
| AWI Armstrong World Industries | Add +4.1% | 2.40% | +0.01 |
| LYFT LYFT Inc. Class A | Add +6.3% | 0.06% | +0.01 |
| MWA Mueller Water Products Inc. Class A | Add +36.0% | 0.04% | +0.01 |
| SGI Somnigroup International Inc. | Add +16.3% | 0.04% | +0.01 |
| ATAT Atour Lifestyle Holdings-ADR | Add +24.3% | 0.09% | +0.01 |
| EWY iShares MSCI South Korea ETF | Add +72.0% | 0.00% | +0.00 |
| HLI Houlihan Lokey Inc. | Add +7.5% | 1.89% | −0.01 |
| ENSG The Ensign Group Inc. | Add +19.9% | 3.22% | −0.19 |
| PLNT Planet Fitness Inc. Class A | Add +27.4% | 2.12% | −0.27 |
| CCC CCC Intelligent Solutions Ho | Add +4.3% | 2.34% | −0.29 |
| HLNE Hamilton Lane Inc. Class A | Add +6.2% | 2.25% | −0.44 |
| PRIM Primoris Services Corp. | Add +10.1% | 1.63% | −0.52 |
| SHAK Shake Shack Inc. Class A | Add +24.6% | 1.91% | −0.53 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 67 | $3.1B | VCTR, CRL, ENSG, LAUR, DOCN |
| Q1 2026Amended | 72 | $3.1B | SNEX, DOCN, LAUR, ENSG, VCTR |
| Q4 2025 | 68 | $3.5B | LAUR, ENSG, SNEX, VCTR, HLNE |
| Q3 2025 | 63 | $3.5B | ENSG, LAUR, SNEX, LOPE, VCTR |
| Q2 2025 | 63 | $3.4B | LAUR, ENSG, VCTR, SNEX, EEFT |
| Q1 2025 | 63 | $3.1B | EEFT, SNEX, VCTR, LAUR, ENSG |
| Q4 2024 | 65 | $3.4B | LAUR, SNEX, VCTR, EEFT, LOPE |
| Q3 2024 | 63 | $3.6B | HLNE, LAUR, SNEX, ENSG, EEFT |
| Q2 2024 | 61 | $3.3B | HLNE, ENSG, SNEX, LOPE, EEFT |
| Q1 2024 | 61 | $3.5B | EEFT, ENSG, FSS, ENV, LOPE |