Van Berkom & Associates Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Van Berkom & Associates Inc. reported 72 stock positions worth $3.1 billion. Its top holding was Stonex (SNEX) at 3.6% of the portfolio, followed by Digitalocean (DOCN, 3.6%) and Laureate Education (LAUR, 3.5%). Compared with Q4 2025, it opened 6 new positions, sold out of 2, added to 21 and reduced 44. The biggest buy was a new position in Option Care Health (OPCH) and the biggest sale an exit from Installed Building Products (IBP).
- Most Recent 13F
- Q2 2026
- Location
- MONTREAL, A8
- CIK
- 0001524408
- Portfolio Value
- $3.1B (Q1 2026)
- SEC Filing
- 0001524408-26-000009 ↗ filed May 14, 2026
Holdings Value
Holdings 72 stocks · $3.1B
| SNEX Stonex Group Inc. | 3.63% | 1,384,258 | $111.6M | Add +21.1% |
| DOCN Digitalocean Holdings Inc. | 3.61% | 1,293,461 | $111.0M | Reduce -19.7% |
| LAUR Laureate Education Inc. | 3.51% | 3,103,260 | $108.1M | Reduce -15.8% |
| ENSG The Ensign Group Inc. | 3.41% | 520,197 | $104.8M | Reduce -17.2% |
| VCTR Victory Capital Holding - A | 3.31% | 1,554,858 | $101.8M | Reduce -7.7% |
| LOPE Grand Canyon Education Inc. | 3.24% | 585,558 | $99.6M | Reduce -4.5% |
| CRL Charles River Laboratories | 2.81% | 501,152 | $86.4M | Add +11.2% |
| PRVA Privia Health Group Inc. | 2.71% | 4,053,043 | $83.4M | Add +5.4% |
| HLNE Hamilton Lane Inc. Class A | 2.69% | 833,307 | $82.8M | Add +9.7% |
| EEFT Euronet Worldwide Inc. | 2.69% | 1,246,308 | $82.7M | Reduce -3.5% |
| PNTG The Pennant Group Inc. | 2.64% | 2,669,434 | $81.4M | Reduce -14.3% |
| CCC CCC Intelligent Solutions Ho | 2.64% | 13,515,096 | $81.1M | Add +15.5% |
| MOD Modine Manufacturing Co. | 2.58% | 365,694 | $79.3M | Reduce -16.1% |
| OZK Bank Ozk | 2.57% | 1,724,400 | $79.1M | Reduce -7.8% |
| FSS Federal Signal Corp. | 2.55% | 724,341 | $78.3M | Reduce -2.3% |
| FCN Fti Consulting Inc. | 2.53% | 440,950 | $77.9M | Reduce -7.8% |
| RLI Rli Corp. | 2.49% | 1,341,985 | $76.5M | Add +5.8% |
| SHAK Shake Shack Inc. Class A | 2.44% | 849,310 | $75.1M | Reduce -8.0% |
| MMS Maximus Inc. | 2.44% | 1,172,190 | $75.1M | Add +3.7% |
| NMIH Nmi Holdings Inc. filed as NMI HLDGS INC | 2.43% | 1,990,397 | $74.7M | Reduce -1.3% |
| PLNT Planet Fitness Inc. Class A | 2.40% | 990,819 | $73.7M | Add +21.1% |
| AWI Armstrong World Industries | 2.39% | 446,572 | $73.6M | Reduce -3.2% |
| GTES Gates Industrial Corp. UK Ltd. | 2.28% | 3,098,425 | $70.1M | Reduce -3.0% |
| TTEK Tetra Tech Inc. | 2.24% | 2,285,788 | $68.8M | Reduce -0.3% |
| PCTY Paylocity Holding Corp. | 2.16% | 616,407 | $66.6M | Add +17.8% |
| PRIM Primoris Services Corp. | 2.15% | 462,583 | $66.2M | Reduce -19.2% |
| ORA Ormat Technologies Inc. | 2.11% | 578,734 | $64.8M | Reduce -16.5% |
| ESAB Esab Corp. | 2.06% | 656,272 | $63.4M | Reduce -13.9% |
| CHE Chemed Corp. | 2.03% | 165,088 | $62.4M | Reduce -5.6% |
| SPXC SPX Technologies Inc. | 1.99% | 306,506 | $61.3M | Reduce -6.2% |
| BV Brightview Holdings Inc. | 1.93% | 5,038,617 | $59.4M | Add +3.7% |
| HLI Houlihan Lokey Inc. | 1.90% | 405,978 | $58.3M | Add +7.6% |
| RDNT Radnet Inc. | 1.87% | 1,028,586 | $57.5M | Add +24.9% |
| EPAM Epam Systems Inc. | 1.80% | 408,920 | $55.4M | Reduce -3.5% |
| FIVN FIVE9 Inc. | 1.64% | 3,333,136 | $50.6M | Reduce -7.3% |
| WSC Willscot Holdings Corp. | 1.63% | 2,879,952 | $50.0M | Reduce -9.3% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 1.55% | 1,303,917 | $47.7M | Reduce -19.6% |
| FND Floor & Decor Holdings Inc. Class A | 1.49% | 902,361 | $45.8M | Reduce -1.8% |
| PXED Phoenix Education Partners I | 1.40% | 1,370,381 | $43.1M | Reduce -7.3% |
| OPCH Option Care Health Inc. | 1.39% | 1,587,636 | $42.7M | New |
| SPSC SPS Commerce Inc. | 1.23% | 678,236 | $37.8M | Add +9.9% |
| VITL Vital Farms Inc. | 1.04% | 2,261,533 | $31.9M | Add +1998.7% |
| BLKB Blackbaud Inc. | 0.90% | 718,655 | $27.7M | Reduce -7.9% |
| ATS Ats Corp. | 0.24% | 257,360 | $7.2M | Reduce -4.4% |
| MDA Mda Space Ltd. | 0.18% | 223,532 | $5.7M | New |
| BGSI Boyd Group Services Inc. | 0.16% | 39,114 | $5.0M | Add +24.5% |
| CIGI Colliers Intl GR-Subord Vot | 0.14% | 41,351 | $4.4M | New |
| LAZ Lazard Inc. | 0.09% | 64,831 | $2.8M | Add +7.5% |
| ATAT Atour Lifestyle Holdings-ADR | 0.08% | 70,343 | $2.6M | Add +0.4% |
| STVN Stevanato Group SPA | 0.08% | 170,994 | $2.4M | Add +2944.2% |
| APG Api Group Corp. | 0.06% | 43,067 | $1.7M | Reduce -1.9% |
| LYFT LYFT Inc. Class A | 0.05% | 121,217 | $1.6M | Add +54.6% |
| SLAB Silicon Laboratories Inc. | 0.05% | 7,662 | $1.6M | Reduce -23.5% |
| ROAD Construction Partners Inc. Class A | 0.05% | 12,564 | $1.4M | Reduce -1.9% |
| DT Dynatrace Inc. | 0.04% | 35,062 | $1.3M | Add +60.6% |
| PTC PTC Inc. | 0.04% | 8,886 | $1.3M | Add +7.5% |
| FA First Advantage Corp. | 0.04% | 94,485 | $1.1M | Reduce -1.9% |
| TSAT Telesat Corp. | 0.03% | 27,492 | $991K | New |
| SGI Somnigroup International Inc. | 0.03% | 13,207 | $976K | Reduce -1.9% |
| MWA Mueller Water Products Inc. Class A | 0.03% | 34,163 | $939K | New |
| GLOB Globant SA | 0.03% | 18,861 | $870K | Reduce -6.0% |
| YUMC Yum China Holdings Inc. | 0.03% | 16,350 | $804K | Reduce -22.9% |
| GO Grocery Outlet Holding Corp. | 0.03% | 113,962 | $803K | Reduce -97.0% |
| GRAB Grab Holdings Ltd. Class A | 0.01% | 94,300 | $345K | Reduce -17.1% |
| VIPS Vipshop Holdings Ltd. - ADR | 0.01% | 20,386 | $320K | Reduce -15.3% |
| TER Teradyne Inc. | 0.01% | 750 | $222K | Reduce -25.0% |
| EWT iShares MSCI Taiwan ETF | 0.00% | 1,543 | $109K | No change |
| EWA iShares MSCI Australia ETF | 0.00% | 2,502 | $69K | Reduce -32.4% |
| SCJ iShares MSCI Japan Small-Cap | 0.00% | 528 | $51K | Reduce -48.6% |
| EEMS iShares MSCI Emerging MKT SM | 0.00% | 700 | $48K | New |
| SMIN iShares MSCI India Small-Cap | 0.00% | 737 | $44K | Reduce -44.9% |
| EWY iShares MSCI South Korea ETF | 0.00% | 214 | $26K | Reduce -58.4% |
Portfolio Sells Q4 2025 → Q1 2026
| IBP Installed Building Products | Sold out | 0.00% | −1.76 |
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −1.23 |
| GO Grocery Outlet Holding Corp. | Reduce -97.0% | 0.03% | −1.09 |
| EPAM Epam Systems Inc. | Reduce -3.5% | 1.80% | −0.70 |
| BLKB Blackbaud Inc. | Reduce -7.9% | 0.90% | −0.52 |
| YETI Yeti Holdings Inc. | Reduce -19.6% | 1.55% | −0.51 |
| FIVN FIVE9 Inc. | Reduce -7.3% | 1.64% | −0.44 |
| ESAB Esab Corp. | Reduce -13.9% | 2.06% | −0.39 |
| AWI Armstrong World Industries | Reduce -3.2% | 2.39% | −0.15 |
| EEFT Euronet Worldwide Inc. | Reduce -3.5% | 2.69% | −0.14 |
| CHE Chemed Corp. | Reduce -5.6% | 2.03% | −0.13 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -1.8% | 1.49% | −0.12 |
| ORA Ormat Technologies Inc. | Reduce -16.5% | 2.11% | −0.10 |
| WSC Willscot Holdings Corp. | Reduce -9.3% | 1.63% | −0.10 |
| LAUR Laureate Education Inc. | Reduce -15.8% | 3.51% | −0.07 |
| GLOB Globant SA | Reduce -6.0% | 0.03% | −0.01 |
| GRAB Grab Holdings Ltd. Class A | Reduce -17.1% | 0.01% | −0.01 |
| FA First Advantage Corp. | Reduce -1.9% | 0.04% | −0.00 |
| SGI Somnigroup International Inc. | Reduce -1.9% | 0.03% | −0.00 |
| YUMC Yum China Holdings Inc. | Reduce -22.9% | 0.03% | −0.00 |
| VIPS Vipshop Holdings Ltd. - ADR | Reduce -15.3% | 0.01% | −0.00 |
| SMIN iShares MSCI India Small-Cap | Reduce -44.9% | 0.00% | −0.00 |
| SCJ iShares MSCI Japan Small-Cap | Reduce -48.6% | 0.00% | −0.00 |
| EWA iShares MSCI Australia ETF | Reduce -32.4% | 0.00% | −0.00 |
| EWY iShares MSCI South Korea ETF | Reduce -58.4% | 0.00% | −0.00 |
| TER Teradyne Inc. | Reduce -25.0% | 0.01% | +0.00 |
| ROAD Construction Partners Inc. Class A | Reduce -1.9% | 0.05% | +0.01 |
| APG Api Group Corp. | Reduce -1.9% | 0.06% | +0.01 |
| SLAB Silicon Laboratories Inc. | Reduce -23.5% | 0.05% | +0.01 |
| TTEK Tetra Tech Inc. | Reduce -0.3% | 2.24% | +0.02 |
| ATS Ats Corp. | Reduce -4.4% | 0.24% | +0.02 |
| NMIH Nmi Holdings Inc. | Reduce -1.3% | 2.43% | +0.06 |
| OZK Bank Ozk | Reduce -7.8% | 2.57% | +0.09 |
| PRIM Primoris Services Corp. | Reduce -19.2% | 2.15% | +0.10 |
| SPXC SPX Technologies Inc. | Reduce -6.2% | 1.99% | +0.11 |
| PXED Phoenix Education Partners I | Reduce -7.3% | 1.40% | +0.11 |
| PNTG The Pennant Group Inc. | Reduce -14.3% | 2.64% | +0.12 |
| FCN Fti Consulting Inc. | Reduce -7.8% | 2.53% | +0.18 |
| FSS Federal Signal Corp. | Reduce -2.3% | 2.55% | +0.23 |
| VCTR Victory Capital Holding - A | Reduce -7.7% | 3.31% | +0.25 |
| ENSG The Ensign Group Inc. | Reduce -17.2% | 3.41% | +0.25 |
| SHAK Shake Shack Inc. Class A | Reduce -8.0% | 2.44% | +0.28 |
| LOPE Grand Canyon Education Inc. | Reduce -4.5% | 3.24% | +0.30 |
| GTES Gates Industrial Corp. UK Ltd. | Reduce -3.0% | 2.28% | +0.30 |
| MOD Modine Manufacturing Co. | Reduce -16.1% | 2.58% | +0.90 |
| DOCN Digitalocean Holdings Inc. | Reduce -19.7% | 3.61% | +1.37 |
Portfolio Buys Q4 2025 → Q1 2026
| OPCH Option Care Health Inc. | New | 1.39% | +1.39 |
| VITL Vital Farms Inc. | Add +1998.7% | 1.04% | +0.94 |
| SNEX Stonex Group Inc. | Add +21.1% | 3.63% | +0.49 |
| CRL Charles River Laboratories | Add +11.2% | 2.81% | +0.22 |
| MDA Mda Space Ltd. | New | 0.18% | +0.18 |
| RDNT Radnet Inc. | Add +24.9% | 1.87% | +0.17 |
| BV Brightview Holdings Inc. | Add +3.7% | 1.93% | +0.16 |
| RLI Rli Corp. | Add +5.8% | 2.49% | +0.15 |
| CIGI Colliers Intl GR-Subord Vot | New | 0.14% | +0.14 |
| PRVA Privia Health Group Inc. | Add +5.4% | 2.71% | +0.08 |
| STVN Stevanato Group SPA | Add +2944.2% | 0.08% | +0.07 |
| TSAT Telesat Corp. | New | 0.03% | +0.03 |
| MWA Mueller Water Products Inc. Class A | New | 0.03% | +0.03 |
| BGSI Boyd Group Services Inc. | Add +24.5% | 0.16% | +0.02 |
| DT Dynatrace Inc. | Add +60.6% | 0.04% | +0.01 |
| LYFT LYFT Inc. Class A | Add +54.6% | 0.05% | +0.01 |
| LAZ Lazard Inc. | Add +7.5% | 0.09% | +0.01 |
| ATAT Atour Lifestyle Holdings-ADR | Add +0.4% | 0.08% | +0.00 |
| EEMS iShares MSCI Emerging MKT SM | New | 0.00% | +0.00 |
| HLI Houlihan Lokey Inc. | Add +7.6% | 1.90% | +0.00 |
| PTC PTC Inc. | Add +7.5% | 0.04% | −0.00 |
| CCC CCC Intelligent Solutions Ho | Add +15.5% | 2.64% | −0.05 |
| PCTY Paylocity Holding Corp. | Add +17.8% | 2.16% | −0.14 |
| PLNT Planet Fitness Inc. Class A | Add +21.1% | 2.40% | −0.16 |
| HLNE Hamilton Lane Inc. Class A | Add +9.7% | 2.69% | −0.25 |
| SPSC SPS Commerce Inc. | Add +9.9% | 1.23% | −0.36 |
| MMS Maximus Inc. | Add +3.7% | 2.44% | −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 |