Alger Small Cap Focus-ZAGOZX

13F holders, Q4 2025 (December 31)
1holders
0new positions
1sold out
$22.44avg. 13F price*

At the end of Q4 2025, 1 institutions reported holding Alger Small Cap Focus-Z (AGOZX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 1 sold out. The largest holder was Garton & Associates Financial Advisors LLC ($11K).

Company
Alger Small Cap Focus-Z
CUSIP
015565369
Latest filing quarter
Q4 2025

History

Number of 13F holders

01 Q3 2024: 1Q3 2024Q1 2025: 1Q1 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits1$23K

All 13F filers, Q3 2025 → Q4 2025: 1,045 shares sold, net −1,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Garton & Associates Financial Advisors LLC 0.01% — 485 $11K

"% of holder's portfolio" is AGOZX's weight in each manager's 13F, not the share of Alger Small Cap Focus-Z the manager owns.