Van Berkom & Associates Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Van Berkom & Associates Inc. reported 63 stock positions worth $3.1 billion. Its top holding was Euronet Worldwide (EEFT) at 3.5% of the portfolio, followed by Stonex (SNEX, 3.5%) and Victory Capital Holding - A (VCTR, 3.3%). Compared with Q4 2024, it opened 5 new positions, sold out of 7, added to 21 and reduced 36. The biggest buy was SPX Technologies (SPXC, shares +3196%) and the biggest sale an exit from Brady Class A (BRC).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, A8
- CIK
- 0001524408
- Portfolio Value
- $3.1B (Q1 2025)
- SEC Filing
- 0001524408-25-000007 ↗ filed May 7, 2025
Holdings Value
Holdings 63 stocks · $3.1B
| EEFT Euronet Worldwide Inc. | 3.46% | 1,009,391 | $107.9M | Reduce -7.6% |
| SNEX Stonex Group Inc. | 3.46% | 1,408,659 | $107.6M | Reduce -22.7% |
| VCTR Victory Capital Holding - A | 3.35% | 1,800,945 | $104.2M | Reduce -0.7% |
| LAUR Laureate Education Inc. | 3.35% | 5,095,529 | $104.2M | Reduce -24.3% |
| ENSG The Ensign Group Inc. | 3.32% | 800,108 | $103.5M | Add +14.1% |
| LOPE Grand Canyon Education Inc. | 3.21% | 577,696 | $100.0M | Reduce -14.8% |
| HLNE Hamilton Lane Inc. Class A | 3.15% | 659,220 | $98.0M | Add +7.4% |
| PCTY Paylocity Holding Corp. | 2.95% | 490,724 | $91.9M | Reduce -0.8% |
| ORA Ormat Technologies Inc. | 2.91% | 1,280,026 | $90.6M | Add +2.7% |
| MMS Maximus Inc. | 2.79% | 1,275,394 | $87.0M | Add +1.5% |
| RLI Rli Corp. | 2.77% | 1,075,321 | $86.4M | Add +2.2% |
| AWI Armstrong World Industries | 2.75% | 608,640 | $85.7M | Reduce -0.7% |
| GMED Globus Medical Inc. Class A | 2.63% | 1,118,432 | $81.9M | Reduce -5.8% |
| OZK Bank Ozk | 2.55% | 1,828,701 | $79.5M | Reduce -0.8% |
| IRDM Iridium Communications Inc. | 2.53% | 2,885,345 | $78.8M | Reduce -9.0% |
| FSS Federal Signal Corp. | 2.47% | 1,045,565 | $76.9M | Add +2.0% |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 2.43% | 2,101,059 | $75.7M | Reduce -0.3% |
| IBP Installed Building Products | 2.36% | 429,458 | $73.6M | Add +15.0% |
| PLNT Planet Fitness Inc. Class A | 2.32% | 748,728 | $72.3M | Reduce -9.2% |
| PNTG The Pennant Group Inc. | 2.30% | 2,849,562 | $71.7M | Add +29.6% |
| FCN Fti Consulting Inc. | 2.27% | 430,873 | $70.7M | Add +10.4% |
| CCC CCC Intelligent Solutions Ho | 2.25% | 7,752,187 | $70.0M | Add +17.3% |
| SGI Somnigroup International Inc. | 2.23% | 1,159,401 | $69.4M | Reduce -15.4% |
| SHAK Shake Shack Inc. Class A | 2.22% | 785,594 | $69.3M | Add +19.0% |
| CRL Charles River Laboratories | 2.16% | 447,086 | $67.3M | Add +15.2% |
| CHE Chemed Corp. | 2.13% | 107,987 | $66.4M | Reduce -15.9% |
| HLI Houlihan Lokey Inc. | 2.08% | 401,840 | $64.9M | Reduce -0.9% |
| PRIM Primoris Services Corp. | 1.95% | 1,056,692 | $60.7M | Reduce -6.0% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 1.93% | 1,817,704 | $60.2M | Reduce -1.7% |
| FIVN FIVE9 Inc. | 1.87% | 2,140,763 | $58.1M | Add +14.2% |
| HQY Healthequity Inc. | 1.84% | 650,061 | $57.4M | Reduce -22.5% |
| WSC Willscot Holdings Corp. | 1.78% | 1,991,961 | $55.4M | Add +13.2% |
| GO Grocery Outlet Holding Corp. | 1.77% | 3,948,572 | $55.2M | Reduce -0.1% |
| GTLS Chart Industries Inc. | 1.74% | 374,722 | $54.1M | Add +101.2% |
| BC Brunswick Corp. | 1.68% | 971,648 | $52.3M | Add +19.3% |
| SPXC SPX Technologies Inc. | 1.52% | 368,024 | $47.4M | Add +3195.9% |
| DV Doubleverify Holdings Inc. | 1.50% | 3,486,299 | $46.6M | Reduce -0.5% |
| PRVA Privia Health Group Inc. | 1.45% | 2,013,672 | $45.2M | New |
| FND Floor & Decor Holdings Inc. Class A | 1.28% | 495,354 | $39.9M | New |
| ESAB Esab Corp. | 1.24% | 332,015 | $38.7M | Add +8.3% |
| THRM Gentherm Inc. | 1.18% | 1,377,346 | $36.8M | Reduce -0.3% |
| SLAB Silicon Laboratories Inc. | 1.07% | 296,851 | $33.4M | Reduce -46.7% |
| TTEK Tetra Tech Inc. | 1.05% | 1,121,927 | $32.8M | New |
| DOCN Digitalocean Holdings Inc. | 1.04% | 972,313 | $32.5M | Reduce -15.6% |
| BLKB Blackbaud Inc. | 1.04% | 521,964 | $32.4M | Reduce -0.3% |
| ATS Ats Corp. | 0.19% | 231,789 | $5.8M | Reduce -1.6% |
| ATAT Atour Lifestyle Holdings-ADR | 0.05% | 51,604 | $1.5M | Reduce -28.1% |
| FA First Advantage Corp. | 0.04% | 92,599 | $1.3M | Reduce -12.0% |
| PTC PTC Inc. | 0.04% | 8,364 | $1.3M | Reduce -22.3% |
| APG Api Group Corp. | 0.04% | 31,624 | $1.1M | New |
| YUMC Yum China Holdings Inc. | 0.03% | 20,100 | $1.0M | Reduce -24.9% |
| DT Dynatrace Inc. | 0.03% | 21,535 | $1.0M | Reduce -22.3% |
| ROAD Construction Partners Inc. Class A | 0.03% | 13,795 | $991K | New |
| EPAM Epam Systems Inc. | 0.03% | 5,587 | $943K | Reduce -13.5% |
| ENTG Entegris Inc. | 0.03% | 10,714 | $937K | Reduce -17.3% |
| TECH Bio-Techne Corp. | 0.03% | 15,639 | $917K | Reduce -22.3% |
| GLOB Globant SA | 0.03% | 6,858 | $807K | Add +3197.1% |
| KLIC Kulicke & Soffa Industries | 0.02% | 19,513 | $644K | Reduce -9.5% |
| GRAB Grab Holdings Ltd. Class A | 0.02% | 139,900 | $634K | Reduce -25.2% |
| VIPS Vipshop Holdings Ltd. - ADR | 0.01% | 29,767 | $467K | Reduce -13.1% |
| STVN Stevanato Group SPA | 0.00% | 2,400 | $49K | Add +33.3% |
| MCHI iShares MSCI China ETF | 0.00% | 500 | $27K | No change |
| SMIN iShares MSCI India Small-Cap | 0.00% | 354 | $24K | Add +39.4% |
Portfolio Sells Q4 2024 → Q1 2025
| BRC Brady Corporation Class A | Sold out | 0.00% | −1.36 |
| QLYS Qualys Inc. | Sold out | 0.00% | −1.14 |
| SLAB Silicon Laboratories Inc. | Reduce -46.7% | 1.07% | −0.98 |
| VAC Marriott Vacations World | Sold out | 0.00% | −0.98 |
| PRIM Primoris Services Corp. | Reduce -6.0% | 1.95% | −0.60 |
| HQY Healthequity Inc. | Reduce -22.5% | 1.84% | −0.54 |
| DV Doubleverify Holdings Inc. | Reduce -0.5% | 1.50% | −0.50 |
| THRM Gentherm Inc. | Reduce -0.3% | 1.18% | −0.46 |
| LAUR Laureate Education Inc. | Reduce -24.3% | 3.35% | −0.31 |
| GMED Globus Medical Inc. Class A | Reduce -5.8% | 2.63% | −0.29 |
| IRDM Iridium Communications Inc. | Reduce -9.0% | 2.53% | −0.20 |
| YETI Yeti Holdings Inc. | Reduce -1.7% | 1.93% | −0.18 |
| VCTR Victory Capital Holding - A | Reduce -0.7% | 3.35% | −0.18 |
| DOCN Digitalocean Holdings Inc. | Reduce -15.6% | 1.04% | −0.12 |
| BLKB Blackbaud Inc. | Reduce -0.3% | 1.04% | −0.11 |
| PLNT Planet Fitness Inc. Class A | Reduce -9.2% | 2.32% | −0.10 |
| LOPE Grand Canyon Education Inc. | Reduce -14.8% | 3.21% | −0.09 |
| SNEX Stonex Group Inc. | Reduce -22.7% | 3.46% | −0.08 |
| SGI Somnigroup International Inc. | Reduce -15.4% | 2.23% | −0.08 |
| GO Grocery Outlet Holding Corp. | Reduce -0.1% | 1.77% | −0.06 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.04 |
| MKTX Marketaxess Holdings Inc. | Sold out | 0.00% | −0.03 |
| ATS Ats Corp. | Reduce -1.6% | 0.19% | −0.03 |
| PTC PTC Inc. | Reduce -22.3% | 0.04% | −0.02 |
| FA First Advantage Corp. | Reduce -12.0% | 0.04% | −0.02 |
| EPAM Epam Systems Inc. | Reduce -13.5% | 0.03% | −0.01 |
| TECH Bio-Techne Corp. | Reduce -22.3% | 0.03% | −0.01 |
| DT Dynatrace Inc. | Reduce -22.3% | 0.03% | −0.01 |
| ATAT Atour Lifestyle Holdings-ADR | Reduce -28.1% | 0.05% | −0.01 |
| KLIC Kulicke & Soffa Industries | Reduce -9.5% | 0.02% | −0.01 |
| DADA Dada Nexus Ltd.-ADR | Sold out | 0.00% | −0.01 |
| HLI Houlihan Lokey Inc. | Reduce -0.9% | 2.08% | −0.01 |
| ENTG Entegris Inc. | Reduce -17.3% | 0.03% | −0.01 |
| GRAB Grab Holdings Ltd. Class A | Reduce -25.2% | 0.02% | −0.01 |
| YUMC Yum China Holdings Inc. | Reduce -24.9% | 0.03% | −0.00 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.00 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -13.1% | 0.01% | +0.00 |
| PCTY Paylocity Holding Corp. | Reduce -0.8% | 2.95% | +0.02 |
| CHE Chemed Corp. | Reduce -15.9% | 2.13% | +0.11 |
| OZK Bank Ozk | Reduce -0.8% | 2.55% | +0.11 |
| EEFT Euronet Worldwide Inc. | Reduce -7.6% | 3.46% | +0.13 |
| NMIH Nmi Holdings Inc. | Reduce -0.3% | 2.43% | +0.13 |
| AWI Armstrong World Industries | Reduce -0.7% | 2.75% | +0.18 |
Portfolio Buys Q4 2024 → Q1 2025
| SPXC SPX Technologies Inc. | Add +3195.9% | 1.52% | +1.47 |
| PRVA Privia Health Group Inc. | New | 1.45% | +1.45 |
| FND Floor & Decor Holdings Inc. Class A | New | 1.28% | +1.28 |
| TTEK Tetra Tech Inc. | New | 1.05% | +1.05 |
| GTLS Chart Industries Inc. | Add +101.2% | 1.74% | +0.68 |
| PNTG The Pennant Group Inc. | Add +29.6% | 2.30% | +0.57 |
| ENSG The Ensign Group Inc. | Add +14.1% | 3.32% | +0.56 |
| HLNE Hamilton Lane Inc. Class A | Add +7.4% | 3.15% | +0.45 |
| IBP Installed Building Products | Add +15.0% | 2.36% | +0.42 |
| ORA Ormat Technologies Inc. | Add +2.7% | 2.91% | +0.40 |
| RLI Rli Corp. | Add +2.2% | 2.77% | +0.20 |
| ESAB Esab Corp. | Add +8.3% | 1.24% | +0.15 |
| BC Brunswick Corp. | Add +19.3% | 1.68% | +0.11 |
| FCN Fti Consulting Inc. | Add +10.4% | 2.27% | +0.05 |
| APG Api Group Corp. | New | 0.04% | +0.04 |
| CRL Charles River Laboratories | Add +15.2% | 2.16% | +0.03 |
| ROAD Construction Partners Inc. Class A | New | 0.03% | +0.03 |
| WSC Willscot Holdings Corp. | Add +13.2% | 1.78% | +0.03 |
| GLOB Globant SA | Add +3197.1% | 0.03% | +0.02 |
| MMS Maximus Inc. | Add +1.5% | 2.79% | +0.01 |
| STVN Stevanato Group SPA | Add +33.3% | 0.00% | +0.00 |
| SMIN iShares MSCI India Small-Cap | Add +39.4% | 0.00% | +0.00 |
| CCC CCC Intelligent Solutions Ho | Add +17.3% | 2.25% | −0.05 |
| SHAK Shake Shack Inc. Class A | Add +19.0% | 2.22% | −0.32 |
| FSS Federal Signal Corp. | Add +2.0% | 2.47% | −0.34 |
| FIVN FIVE9 Inc. | Add +14.2% | 1.87% | −0.40 |
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 |