Van Berkom & Associates Inc.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| GATES INDL CORP PLC ORD SHS | 0 | 3,195,822 | +3,195,822 | 0 | 68,614 | +68,614 |
| MODINE MFG CO | 13,438 | 436,084 | +422,646 | 1,910 | 58,222 | +56,312 |
| PHOENIX ED PARTNERS INC | 0 | 1,477,675 | +1,477,675 | 0 | 44,774 | +44,774 |
| EPAM SYS INC. | 369,435 | 423,510 | +54,075 | 55,707 | 86,769 | +31,062 |
| DIGITALOCEAN HLDGS INC. | 1,564,991 | 1,610,671 | +45,680 | 53,460 | 77,505 | +24,045 |
| YETI HOLDINGS INC. | 1,712,360 | 1,620,914 | -91,446 | 56,816 | 71,596 | +14,780 |
| CHARLES RIVER LABORATORIES | 496,911 | 450,690 | -46,221 | 77,747 | 89,904 | +12,157 |
| PLANET FITNESS INC CL A | 742,619 | 818,233 | +75,614 | 77,084 | 88,754 | +11,670 |
| FTI CONSULTING INC. | 437,455 | 478,128 | +40,673 | 70,715 | 81,679 | +10,964 |
| HAMILTON LANE INC. | 686,204 | 759,628 | +73,424 | 92,493 | 102,026 | +9,533 |
| PENNANT GROUP INC. | 3,112,812 | 3,115,313 | +2,501 | 78,505 | 87,696 | +9,191 |
| NMI HOLDINGS INC. | 1,909,630 | 2,016,030 | +106,400 | 73,215 | 82,234 | +9,019 |
| PAYLOCITY HLDG CORP. | 446,215 | 523,342 | +77,127 | 71,069 | 79,810 | +8,741 |
| TETRA TECH INC | 2,065,070 | 2,292,595 | +227,525 | 68,932 | 76,894 | +7,962 |
| SHAKE SHACK INC. CL A | 723,660 | 923,347 | +199,687 | 67,742 | 74,948 | +7,206 |
| BLACKBAUD INC. | 668,547 | 779,935 | +111,388 | 42,994 | 49,385 | +6,391 |
| CCC INTELLIGENT SOLUTIONS HLD | 9,523,592 | 11,700,848 | +2,177,256 | 86,760 | 93,022 | +6,262 |
| ESAB CORPORATION | 716,405 | 762,278 | +45,873 | 80,051 | 85,162 | +5,111 |
| BOYD GROUP SVCS INC. | 0 | 31,411 | +31,411 | 0 | 5,010 | +5,010 |
| FEDERAL SIGNAL CORP. | 636,974 | 741,187 | +104,213 | 75,794 | 80,485 | +4,691 |
| FIVE9 INC | 2,808,754 | 3,596,380 | +787,626 | 67,972 | 72,107 | +4,135 |
| VITAL FARMS INC | 0 | 107,758 | +107,758 | 0 | 3,442 | +3,442 |
| SPS COMM INC | 498,154 | 616,886 | +118,732 | 51,878 | 54,983 | +3,105 |
| EURONET WORLDWIDE INC. | 1,105,348 | 1,291,075 | +185,727 | 97,061 | 98,264 | +1,203 |
| RLI CORP. | 1,229,649 | 1,268,778 | +39,129 | 80,198 | 81,176 | +978 |
| LYFT INC CL A COM | 34,800 | 78,417 | +43,617 | 766 | 1,519 | +753 |
| GLOBANT S A | 13,009 | 20,074 | +7,065 | 746 | 1,312 | +566 |
| BRIGHTVIEW HLDGS INC | 4,557,878 | 4,858,860 | +300,982 | 61,076 | 61,562 | +486 |
| ATOUR LIFESTYLE HLDGS LTD SPONSORED | 62,978 | 70,043 | +7,065 | 2,367 | 2,760 | +393 |
| ATS CORPORATION | 269,994 | 269,136 | -858 | 7,062 | 7,425 | +363 |
| TERADYNE INC. | 0 | 1,000 | +1,000 | 0 | 194 | +194 |
| ISHARES MSCI TAIWAN INDEX | 0 | 1,543 | +1,543 | 0 | 98 | +98 |
| ISHARES INC MSCI AUST ETF | 0 | 3,702 | +3,702 | 0 | 97 | +97 |
| ISHARES INC MSCI JAPAN SMALL CAP | 0 | 1,028 | +1,028 | 0 | 94 | +94 |
| ISHARES TR MSCI INDIA SM CP | 0 | 1,337 | +1,337 | 0 | 93 | +93 |
| FIRST ADVANTAGE CORP. | 85,233 | 96,263 | +11,030 | 1,312 | 1,399 | +87 |
| ISHARES INC MSCI STH KOR ETF | 0 | 514 | +514 | 0 | 50 | +50 |
| STEVANATO GROUP S P A ORD SHS | 3,615 | 5,617 | +2,002 | 93 | 113 | +20 |
| SILICON LABORATORIES INC. | 9,873 | 10,013 | +140 | 1,295 | 1,309 | +14 |
| LAZARD INC | 55,331 | 60,317 | +4,986 | 2,920 | 2,929 | +9 |
| YUM CHINA HOLDINGS | 23,800 | 21,200 | -2,600 | 1,043 | 1,004 | -39 |
| DYNATRACE INC. | 21,535 | 21,837 | +302 | 1,043 | 946 | -97 |
| PTC INC. | 8,153 | 8,268 | +115 | 1,655 | 1,440 | -215 |
| VIPSHOP HOLDINGS LIMITED ADR | 39,077 | 24,071 | -15,006 | 767 | 426 | -341 |
| CONSTRUCTION PARTNERS INC COM CL A | 13,995 | 12,801 | -1,194 | 1,777 | 1,390 | -387 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 175,100 | 113,800 | -61,300 | 1,054 | 568 | -486 |
| ENTEGRIS INC. | 7,901 | 0 | -7,901 | 731 | 0 | -731 |
| BRUNSWICK CORP. | 12,319 | 0 | -12,319 | 779 | 0 | -779 |
| KULICKE & SOFFA INDUSTRIES ADR | 19,920 | 0 | -19,920 | 810 | 0 | -810 |
| BIO-TECHNE CORP | 21,341 | 0 | -21,341 | 1,187 | 0 | -1,187 |
| SPX TECHNOLOGIES INC. | 357,053 | 326,845 | -30,208 | 66,690 | 65,389 | -1,301 |
| CHEMED CORP. | 170,813 | 174,869 | +4,056 | 76,480 | 74,819 | -1,661 |
| DOUBLEVERIFY HOLDINGS INC. | 3,739,071 | 3,739,108 | +37 | 44,794 | 42,775 | -2,019 |
| VICTORY CAP HLDGS INC. COM CL A | 1,682,614 | 1,683,754 | +1,140 | 108,966 | 106,228 | -2,738 |
| PRIVIA HEALTH GROUP INC | 3,774,565 | 3,844,256 | +69,691 | 93,987 | 91,147 | -2,840 |
| LAUREATE EDUCATION INC. | 4,058,957 | 3,687,282 | -371,675 | 128,020 | 124,151 | -3,869 |
| RADNET INC. | 823,582 | 823,728 | +146 | 62,765 | 58,773 | -3,992 |
| WILLSCOT HOLDINGS CORPORATION | 3,054,636 | 3,176,865 | +122,229 | 64,483 | 59,820 | -4,663 |
| ARMSTRONG WORLD INDS INC. | 478,102 | 461,533 | -16,569 | 93,713 | 88,199 | -5,514 |
| BANK OZK | 1,818,447 | 1,869,432 | +50,985 | 92,704 | 86,031 | -6,673 |
| FLOOR & DECOR HLDGS INC CL A | 859,887 | 918,743 | +58,856 | 63,374 | 55,942 | -7,432 |
| MAXIMUS INC. | 1,161,125 | 1,130,328 | -30,797 | 106,092 | 97,570 | -8,522 |
| ORMAT TECHNOLOGIES INC. | 894,835 | 693,124 | -201,711 | 86,128 | 76,569 | -9,559 |
| HOULIHAN LOKEY INC. | 376,692 | 377,378 | +686 | 77,342 | 65,735 | -11,607 |
| INSTALLED BLDG PRODS INC. | 297,273 | 235,393 | -61,880 | 73,325 | 61,059 | -12,266 |
| STONEX GROUP INC. | 1,200,338 | 1,143,509 | -56,829 | 121,138 | 108,782 | -12,356 |
| GRAND CANYON EDUCATION INC. | 523,305 | 613,375 | +90,070 | 114,876 | 102,010 | -12,866 |
| PRIMORIS SERVICES CORP. | 638,979 | 572,721 | -66,258 | 87,751 | 71,098 | -16,653 |
| ENSIGN GROUP INC. | 747,897 | 628,028 | -119,869 | 129,214 | 109,402 | -19,812 |
| GROCERY OUTLET HLDG CORP. | 3,757,022 | 3,836,651 | +79,629 | 60,300 | 38,750 | -21,550 |
| API GROUP | 1,366,775 | 43,877 | -1,322,898 | 46,976 | 1,679 | -45,297 |
| SOMNIGROUP INTERNATIONAL INC. | 779,216 | 13,456 | -765,760 | 65,711 | 1,201 | -64,510 |
| GLOBUS MEDICAL INC. | 1,333,111 | 0 | -1,333,111 | 76,347 | 0 | -76,347 |