Fund Holdings — Palisades Investment Partners, LLC

Total Portfolio Value
$255.06M
Total Bought
$76.00M
Total Sold
$36.46M
Net Transaction
+$39.54M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SKYWATER TECHNOLOGY INC0260,896+260,89607,1512.80%+7,151
AMPRIUS TECHNOLOGIES INC(AMPX)0369,476+369,47606,2292.44%+6,229
LIGHTPATH TECHNOLOGIES INC(LPTH)0597,492+597,49205,9932.35%+5,993
PAYMENTUS HOLDINGS INC(PAY)200,471429,134+228,6636,33310,9004.27%+4,567
PARK AEROSPACE CORP(PKE)321,745417,001+95,2566,86611,4174.48%+4,551
TRAVERE THERAPEUTICS INC(TVTX)137,768255,240+117,4725,2647,5832.97%+2,319
UNUSUAL MACHS INC(UMAC)0155,677+155,67701,9300.76%+1,930
M-TRON INDS INC(MPTI)66,75181,027+14,2763,5525,4172.12%+1,864
IES HOLDINGS INC(IESC)13,64214,621+9795,3076,9662.73%+1,659
SPX TECHNOLOGIES INC115,188123,426+8,23823,04524,6789.68%+1,633
INTUITIVE MACHINES INC(LUNR)406,999432,666+25,6676,6068,0303.15%+1,424
ONTO INNOVATION INC(ONTO)20,63322,215+1,5823,2574,5561.79%+1,299
MUELLER WTR PRODS INC(MWA)242,350255,250+12,9005,7737,0172.75%+1,244
KRYSTAL BIOTECH INC(KRYS)42,76545,405+2,64010,54311,7294.60%+1,186
AMTECH SYS INC0100,656+100,65601,1750.46%+1,175
PAYSIGN INC(PAYS)924,373993,896+69,5234,7615,8652.30%+1,104
AMERICAN SUPERCONDUCTOR CORP144,209152,576+8,3674,1505,1652.02%+1,014
WILLIS LEASE FIN CORP(WLFC)21,18822,339+1,1512,8743,8031.49%+929
1ST FINL BANCORP(FFBC)153,296161,365+8,0693,8354,4991.76%+664
ISHARES TR31,65034,065+2,4157,7918,4483.31%+657
OTTER TAIL CORP(OTTR)40,89144,369+3,4783,3043,8941.53%+590
FIRSTCASH HOLDINGS INC(FCFS)13,13914,141+1,0022,0942,6591.04%+564
REMITLY GLOBAL INC(RELY)179,498189,916+10,4182,4772,9761.17%+499
CAMTEK LTD(CAMT)6,9277,205+2787371,0920.43%+356
FINANCIAL INSTITUTIONS INC(FISI)140,942146,504+5,5624,4344,6881.84%+254
LEMAITRE VASCULAR INC(LMAT)3,9244,453+5293184860.19%+168
UFP INDUSTRIES INC(UFPI)23,29424,781+1,4872,1212,2830.89%+162
ITRON INC(ITRI)75,00679,234+4,2286,9657,1022.78%+137
ARTESIAN RES CORP52,86854,882+2,0141,6711,7480.69%+77
FOUR CORNERS PPTY TR INC(FCPT)31,87930,379-1,5007477290.29%-18
FRP HLDGS INC(FRPH)46,45446,102-3521,0591,0090.40%-50
ARDELYX INC10,1470-10,147590—-59
EURONET WORLDWIDE INC(EEFT)15,81516,932+1,1171,2041,1240.44%-80
STIFEL FINL CORP(SF)30,17749,004+18,8273,7793,6221.42%-156
FINANCE OF AMERICA COMPAN(FOA)8,3110-8,3112010—-201
KINGSTONE COS INC(KINS)141,706149,022+7,3162,3852,1710.85%-214
TSS INC DEL(TSSI)31,1950-31,1952210—-221
INNODATA INC(INOD)7,7080-7,7083930—-393
ISHARES TR2,3081,070-1,2387463360.13%-410
UFP TECHNOLOGIES INC(UFPT)35,11137,701+2,5907,7967,3002.86%-496
BADGER METER INC33,94535,562+1,6175,9205,4182.12%-502
ENOVA INTL INC(ENVA)55,85658,907+3,0518,7818,0013.14%-779
MOELIS & CO(MC)77,94077,627-3135,3584,4251.73%-933
ARGAN INC3,1990-3,1991,0020—-1,002
TECOGEN INC NEW(TGEN)390,212333,907-56,3051,9288550.34%-1,073
MEDPACE HLDGS INC(MEDP)16,27416,513+2399,1407,9303.11%-1,211
VERACYTE INC(VCYT)162,043170,603+8,5606,8225,4952.15%-1,327
SPS COMM INC(SPSC)50,19254,596+4,4044,4743,0391.19%-1,434
ROOT INC(ROOT)83,30290,336+7,0346,0173,9901.56%-2,027
CORMEDIX INC(CRMD)576,759610,148+33,3896,7084,1431.62%-2,565
DELCATH SYS INC(DCTH)267,13813,763-253,3752,6981280.05%-2,570
INTAPP INC(INTA)167,499176,459+8,9607,6754,5331.78%-3,142
INNOVATIVE SOLUTIONS & SUPPO(IA)239,27664,354-174,9224,5321,3210.52%-3,211
MAKEMYTRIP LIMITED MAURITIUS
SHS
119,375122,470+3,0959,8034,5671.79%-5,236
GENEDX HOLDINGS CORP(WGS)87,16491,996+4,83211,3375,9082.32%-5,428
STERLING INFRASTRUCTURE INC(STRL)97,5058,694-88,81129,8593,5411.39%-26,318
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Palisades Investment Partners, LLC — 13F Holdings — Q1 2026 | TickerTrail