Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GENEVA CAPITAL MANAGEMENT LLC (CIK 1009232) reported $4.71B across 120 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RBC ($208.0M, 4.42%), ESE ($176.3M, 3.75%), ROAD ($173.5M, 3.69%), GMED ($151.7M, 3.22%), ONTO ($144.8M, 3.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RBC | RBC Bearings Inc | $208.0M | 4.42% | 382,964 | Trimmed |
| 2 | ESE | ESCO Technologies Inc. | $176.3M | 3.75% | 626,496 | Trimmed |
| 3 | ROAD | Construction Partners Inc. | $173.5M | 3.69% | 1.6M | Trimmed |
| 4 | GMED | Globus Med Inc | $151.7M | 3.22% | 1.8M | Trimmed |
| 5 | ONTO | Onto Innovation Inc. | $144.8M | 3.08% | 705,943 | Trimmed |
| 6 | BCPC | Balchem Corp | $143.5M | 3.05% | 846,495 | Trimmed |
| 7 | AAON | Aaon Inc | $142.5M | 3.03% | 1.7M | Trimmed |
| 8 | TXRH | Texas Roadhouse Inc | $131.6M | 2.80% | 796,723 | Trimmed |
| 9 | EXLS | ExlService Holdings Inc. | $129.6M | 2.75% | 4.3M | Trimmed |
| 10 | EXPO | Exponent Inc | $117.2M | 2.49% | 1.8M | Added |
| 11 | NOVT | Novanta Inc | $110.0M | 2.34% | 931,270 | Added |
| 12 | KNSL | Kinsale Capital Group Inc | $98.4M | 2.09% | 287,935 | Trimmed |
| 13 | HQY | Healthequity Inc | $98.1M | 2.09% | 1.2M | Added |
| 14 | DSGX | Descartes Systems Group Inc. | $95.0M | 2.02% | 1.3M | Trimmed |
| 15 | CWST | Casella Waste Systems, Inc. | $92.3M | 1.96% | 1.2M | Trimmed |
| 16 | OLLI | Ollies Bargain Outlet Holdings Inc. | $88.8M | 1.89% | 964,329 | Trimmed |
| 17 | TYL | Tyler Technologies Inc. | $84.8M | 1.80% | 247,756 | Added |
| 18 | SITE | Siteone Landscape Supply Inc | $83.5M | 1.77% | 627,284 | Trimmed |
| 19 | LMAT | Lemaitre Vascular Inc. | $82.3M | 1.75% | 753,992 | Trimmed |
| 20 | RGEN | Repligen Corporation | $81.7M | 1.74% | 693,738 | Added |
| 21 | SPXC | SPX Technologies, Inc. | $77.7M | 1.65% | 388,434 | Trimmed |
| 22 | DGII | Digi International Inc. | $77.7M | 1.65% | 1.6M | Added |
| 23 | MTSI | MACOM Technology Solutions Holdings Inc. | $76.3M | 1.62% | 343,759 | Trimmed |
| 24 | FSV | FirstService Corp. | $73.3M | 1.56% | 527,572 | Added |
| 25 | KEYS | Keysight Technologies, Inc. | $69.4M | 1.48% | 245,852 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31