Van Berkom & Associates Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Van Berkom & Associates Inc. reported 63 stock positions worth $3.4 billion. Its top holding was Laureate Education (LAUR) at 3.5% of the portfolio, followed by Ensign (ENSG, 3.4%) and Victory Capital Holding - A (VCTR, 3.4%). Compared with Q1 2025, it opened 2 new positions, sold out of 2, added to 30 and reduced 28. The biggest buy was Api (APG, shares +2786%) and the biggest sale Brunswick (BC, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, A8
- CIK
- 0001524408
- Portfolio Value
- $3.4B (Q2 2025)
- SEC Filing
- 0001524408-25-000009 ↗ filed Aug 12, 2025
Holdings Value
Holdings 63 stocks · $3.4B
| LAUR Laureate Education Inc. | 3.45% | 4,964,371 | $116.1M | Reduce -2.6% |
| ENSG The Ensign Group Inc. | 3.45% | 751,148 | $115.9M | Reduce -6.1% |
| VCTR Victory Capital Holding - A | 3.38% | 1,784,042 | $113.6M | Reduce -0.9% |
| SNEX Stonex Group Inc. | 3.25% | 1,196,975 | $109.1M | Reduce -15.0% |
| EEFT Euronet Worldwide Inc. | 3.12% | 1,033,210 | $104.7M | Add +2.4% |
| HLNE Hamilton Lane Inc. Class A | 2.88% | 681,074 | $96.8M | Add +3.3% |
| LOPE Grand Canyon Education Inc. | 2.86% | 508,070 | $96.0M | Reduce -12.1% |
| AWI Armstrong World Industries | 2.68% | 553,361 | $89.9M | Reduce -9.1% |
| FSS Federal Signal Corp. | 2.65% | 836,872 | $89.1M | Reduce -20.0% |
| MMS Maximus Inc. | 2.64% | 1,265,599 | $88.8M | Reduce -0.8% |
| SHAK Shake Shack Inc. Class A | 2.64% | 630,107 | $88.6M | Reduce -19.8% |
| ORA Ormat Technologies Inc. | 2.60% | 1,042,001 | $87.3M | Reduce -18.6% |
| IRDM Iridium Communications Inc. | 2.57% | 2,863,178 | $86.4M | Reduce -0.8% |
| OZK Bank Ozk | 2.53% | 1,805,714 | $85.0M | Reduce -1.3% |
| PNTG The Pennant Group Inc. | 2.51% | 2,827,956 | $84.4M | Reduce -0.8% |
| CCC CCC Intelligent Solutions Ho | 2.45% | 8,743,351 | $82.3M | Add +12.8% |
| PCTY Paylocity Holding Corp. | 2.45% | 453,753 | $82.2M | Reduce -7.5% |
| PLNT Planet Fitness Inc. Class A | 2.41% | 743,765 | $81.1M | Reduce -0.7% |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 2.39% | 1,901,657 | $80.2M | Reduce -9.5% |
| IBP Installed Building Products | 2.38% | 443,547 | $80.0M | Add +3.3% |
| RLI Rli Corp. | 2.31% | 1,073,408 | $77.5M | Reduce -0.2% |
| PRIM Primoris Services Corp. | 2.28% | 980,947 | $76.5M | Reduce -7.2% |
| GMED Globus Medical Inc. Class A | 2.26% | 1,284,205 | $75.8M | Add +14.8% |
| SGI Somnigroup International Inc. | 2.25% | 1,111,590 | $75.6M | Reduce -4.1% |
| FIVN FIVE9 Inc. | 2.24% | 2,845,049 | $75.3M | Add +32.9% |
| TTEK Tetra Tech Inc. | 2.21% | 2,062,811 | $74.2M | Add +83.9% |
| CRL Charles River Laboratories | 2.20% | 486,949 | $73.9M | Add +8.9% |
| SPXC SPX Technologies Inc. | 2.19% | 438,509 | $73.5M | Add +19.1% |
| HLI Houlihan Lokey Inc. | 2.12% | 396,406 | $71.3M | Reduce -1.4% |
| GTLS Chart Industries Inc. | 2.04% | 415,506 | $68.4M | Add +10.9% |
| FCN Fti Consulting Inc. | 2.00% | 416,213 | $67.2M | Reduce -3.4% |
| ESAB Esab Corp. | 2.00% | 556,866 | $67.1M | Add +67.7% |
| PRVA Privia Health Group Inc. | 1.99% | 2,901,221 | $66.7M | Add +44.1% |
| WSC Willscot Holdings Corp. | 1.96% | 2,409,390 | $66.0M | Add +21.0% |
| CHE Chemed Corp. | 1.86% | 128,423 | $62.5M | Add +18.9% |
| FND Floor & Decor Holdings Inc. Class A | 1.73% | 766,159 | $58.2M | Add +54.7% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 1.69% | 1,803,322 | $56.8M | Reduce -0.8% |
| DV Doubleverify Holdings Inc. | 1.62% | 3,643,836 | $54.5M | Add +4.5% |
| APG Api Group Corp. | 1.39% | 912,593 | $46.6M | Add +2785.8% |
| HQY Healthequity Inc. | 1.38% | 442,830 | $46.4M | Reduce -31.9% |
| BLKB Blackbaud Inc. | 1.28% | 669,600 | $43.0M | Add +28.3% |
| GO Grocery Outlet Holding Corp. | 1.19% | 3,213,487 | $39.9M | Reduce -18.6% |
| DOCN Digitalocean Holdings Inc. | 1.00% | 1,175,830 | $33.6M | Add +20.9% |
| SLAB Silicon Laboratories Inc. | 0.81% | 184,076 | $27.1M | Reduce -38.0% |
| ATS Ats Corp. | 0.26% | 269,260 | $8.6M | Add +16.2% |
| ATAT Atour Lifestyle Holdings-ADR | 0.06% | 61,604 | $2.0M | Add +19.4% |
| PTC PTC Inc. | 0.05% | 9,153 | $1.6M | Add +9.4% |
| ROAD Construction Partners Inc. Class A | 0.04% | 13,995 | $1.5M | Add +1.4% |
| EPAM Epam Systems Inc. | 0.04% | 8,186 | $1.4M | Add +46.5% |
| FA First Advantage Corp. | 0.04% | 85,233 | $1.4M | Reduce -8.0% |
| DT Dynatrace Inc. | 0.04% | 21,535 | $1.2M | No change |
| GLOB Globant SA | 0.03% | 12,474 | $1.1M | Add +81.9% |
| TECH Bio-Techne Corp. | 0.03% | 21,341 | $1.1M | Add +36.5% |
| YUMC Yum China Holdings Inc. | 0.03% | 21,450 | $960K | Add +6.7% |
| ENTG Entegris Inc. | 0.03% | 10,714 | $864K | No change |
| KLIC Kulicke & Soffa Industries | 0.02% | 23,023 | $797K | Add +18.0% |
| VIPS Vipshop Holdings Ltd. - ADR | 0.02% | 39,077 | $588K | Add +31.3% |
| BC Brunswick Corp. | 0.02% | 10,027 | $554K | Reduce -99.0% |
| GRAB Grab Holdings Ltd. Class A | 0.01% | 99,200 | $499K | Reduce -29.1% |
| RDNT Radnet Inc. | 0.01% | 5,774 | $329K | New |
| STVN Stevanato Group SPA | 0.00% | 2,400 | $59K | No change |
| SMIN iShares MSCI India Small-Cap | 0.00% | 400 | $31K | Add +13.0% |
| SCJ iShares MSCI Japan Small-Cap | 0.00% | 300 | $25K | New |
Portfolio Sells Q1 2025 → Q2 2025
| BC Brunswick Corp. | Reduce -99.0% | 0.02% | −1.66 |
| THRM Gentherm Inc. | Sold out | 0.00% | −1.18 |
| GO Grocery Outlet Holding Corp. | Reduce -18.6% | 1.19% | −0.58 |
| PCTY Paylocity Holding Corp. | Reduce -7.5% | 2.45% | −0.51 |
| RLI Rli Corp. | Reduce -0.2% | 2.31% | −0.47 |
| HQY Healthequity Inc. | Reduce -31.9% | 1.38% | −0.46 |
| LOPE Grand Canyon Education Inc. | Reduce -12.1% | 2.86% | −0.35 |
| ORA Ormat Technologies Inc. | Reduce -18.6% | 2.60% | −0.31 |
| FCN Fti Consulting Inc. | Reduce -3.4% | 2.00% | −0.27 |
| SLAB Silicon Laboratories Inc. | Reduce -38.0% | 0.81% | −0.27 |
| YETI Yeti Holdings Inc. | Reduce -0.8% | 1.69% | −0.24 |
| SNEX Stonex Group Inc. | Reduce -15.0% | 3.25% | −0.21 |
| MMS Maximus Inc. | Reduce -0.8% | 2.64% | −0.15 |
| AWI Armstrong World Industries | Reduce -9.1% | 2.68% | −0.08 |
| NMIH Nmi Holdings Inc. | Reduce -9.5% | 2.39% | −0.04 |
| OZK Bank Ozk | Reduce -1.3% | 2.53% | −0.02 |
| GRAB Grab Holdings Ltd. Class A | Reduce -29.1% | 0.01% | −0.01 |
| MCHI iShares MSCI China ETF | Sold out | 0.00% | −0.00 |
| FA First Advantage Corp. | Reduce -8.0% | 0.04% | +0.00 |
| SGI Somnigroup International Inc. | Reduce -4.1% | 2.25% | +0.02 |
| VCTR Victory Capital Holding - A | Reduce -0.9% | 3.38% | +0.03 |
| HLI Houlihan Lokey Inc. | Reduce -1.4% | 2.12% | +0.04 |
| IRDM Iridium Communications Inc. | Reduce -0.8% | 2.57% | +0.04 |
| PLNT Planet Fitness Inc. Class A | Reduce -0.7% | 2.41% | +0.09 |
| LAUR Laureate Education Inc. | Reduce -2.6% | 3.45% | +0.11 |
| ENSG The Ensign Group Inc. | Reduce -6.1% | 3.45% | +0.12 |
| FSS Federal Signal Corp. | Reduce -20.0% | 2.65% | +0.18 |
| PNTG The Pennant Group Inc. | Reduce -0.8% | 2.51% | +0.21 |
| PRIM Primoris Services Corp. | Reduce -7.2% | 2.28% | +0.33 |
| SHAK Shake Shack Inc. Class A | Reduce -19.8% | 2.64% | +0.41 |
Portfolio Buys Q1 2025 → Q2 2025
| APG Api Group Corp. | Add +2785.8% | 1.39% | +1.35 |
| TTEK Tetra Tech Inc. | Add +83.9% | 2.21% | +1.15 |
| ESAB Esab Corp. | Add +67.7% | 2.00% | +0.76 |
| SPXC SPX Technologies Inc. | Add +19.1% | 2.19% | +0.67 |
| PRVA Privia Health Group Inc. | Add +44.1% | 1.99% | +0.53 |
| FND Floor & Decor Holdings Inc. Class A | Add +54.7% | 1.73% | +0.45 |
| FIVN FIVE9 Inc. | Add +32.9% | 2.24% | +0.38 |
| GTLS Chart Industries Inc. | Add +10.9% | 2.04% | +0.30 |
| BLKB Blackbaud Inc. | Add +28.3% | 1.28% | +0.24 |
| CCC CCC Intelligent Solutions Ho | Add +12.8% | 2.45% | +0.20 |
| WSC Willscot Holdings Corp. | Add +21.0% | 1.96% | +0.19 |
| DV Doubleverify Holdings Inc. | Add +4.5% | 1.62% | +0.13 |
| ATS Ats Corp. | Add +16.2% | 0.26% | +0.07 |
| CRL Charles River Laboratories | Add +8.9% | 2.20% | +0.04 |
| IBP Installed Building Products | Add +3.3% | 2.38% | +0.02 |
| EPAM Epam Systems Inc. | Add +46.5% | 0.04% | +0.01 |
| ATAT Atour Lifestyle Holdings-ADR | Add +19.4% | 0.06% | +0.01 |
| ROAD Construction Partners Inc. Class A | Add +1.4% | 0.04% | +0.01 |
| RDNT Radnet Inc. | New | 0.01% | +0.01 |
| GLOB Globant SA | Add +81.9% | 0.03% | +0.01 |
| PTC PTC Inc. | Add +9.4% | 0.05% | +0.01 |
| TECH Bio-Techne Corp. | Add +36.5% | 0.03% | +0.00 |
| KLIC Kulicke & Soffa Industries | Add +18.0% | 0.02% | +0.00 |
| VIPS Vipshop Holdings Ltd. - ADR | Add +31.3% | 0.02% | +0.00 |
| SCJ iShares MSCI Japan Small-Cap | New | 0.00% | +0.00 |
| SMIN iShares MSCI India Small-Cap | Add +13.0% | 0.00% | +0.00 |
| YUMC Yum China Holdings Inc. | Add +6.7% | 0.03% | −0.01 |
| DOCN Digitalocean Holdings Inc. | Add +20.9% | 1.00% | −0.04 |
| HLNE Hamilton Lane Inc. Class A | Add +3.3% | 2.88% | −0.27 |
| CHE Chemed Corp. | Add +18.9% | 1.86% | −0.27 |
| EEFT Euronet Worldwide Inc. | Add +2.4% | 3.12% | −0.35 |
| GMED Globus Medical Inc. Class A | Add +14.8% | 2.26% | −0.37 |
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 |