Q2 2026 13F · SEC CIK 1310051

Pier Capital, LLC

Asset managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $754.6M
Reported positions: 129
Top holdings a year, 3 yrs: +8.5%
Assets under management: $647.7M

Pier Capital, LLC is an asset manager that reported 129 positions worth $754.6M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Hexcel Corp New (HXL, 2.1%), Allegro Microsystems Inc (ALGM, 2.1%), Onto Innovation Inc (ONTO, 1.9%). A portfolio copying its top holdings returned 8.5% a year over the last 3 years, against 20.4% for the S&P 500.

Pier Capital, LLC holdings largest 50 of 129 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pier Capital, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
HXLHexcel Corp New	2.1%	2.1%	158,734	-0.4%	$15.9M
ALGMAllegro Microsystems Inc	2.1%	1.2%	227,777	+0.5%	$15.9M
ONTOOnto Innovation Inc	1.9%	1.3%	38,281	-2.0%	$14.5M
SMTCSemtech Corp	1.9%	1.6%	88,041	-28.4%	$14.2M
CECOCeco Environmental Corp	1.8%	1.5%	152,071	+1.2%	$13.8M
AITApplied Indl Technologies in	1.8%	1.7%	39,709	+0.5%	$13.4M
HRIHerc Hldgs Inc	1.7%	1.1%	90,200	+32.9%	$12.9M
FULTFulton Finl Corp Pa	1.7%	1.8%	530,772	-0.5%	$12.8M
ALHCAlignment Healthcare Inc	1.7%	1.6%	527,462	-1.8%	$12.6M
MIRMirion Technologies Inc	1.7%	2.2%	696,047	-1.1%	$12.5M
FROGJfrog Ltd	1.6%	—	131,860	—	$12.0M
CVLTCommvault Sys Inc	1.6%	1.2%	82,928	-9.0%	$11.8M
VMIValmont Inds Inc Com	1.5%	1.2%	20,239	+8.3%	$11.7M
ESTAEstablishment Labs Hldgs Inc	1.5%	1.3%	133,810	+0.2%	$11.5M
AZZAzz Inc	1.4%	1.4%	70,074	+0.5%	$10.9M
ANGOAngiodynamics Inc	1.4%	1.5%	806,678	+1.3%	$10.5M
SXTSensient Technologies Corp	1.4%	1.1%	83,885	+12.9%	$10.3M
ESEEsco Technologies Inc	1.3%	1.4%	28,971	-1.7%	$10.1M
RGENRepligen Corp	1.3%	1.0%	74,238	+39.8%	$10.1M
WMSAdvanced Drain Sys Inc Del	1.3%	1.4%	64,151	+0.5%	$10.1M
GBCIGlacier Bancorp Inc New	1.3%	1.4%	193,834	+0.6%	$10.0M
BIRKBirkenstock Holding PLC	1.3%	1.3%	224,017	+1.7%	$9.6M
IMAXImax Corp	1.3%	1.5%	237,857	-0.9%	$9.5M
KGSKodiak Gas Svcs Inc	1.3%	1.2%	126,138	-1.6%	$9.5M
SHLSShoals Technologies Group Cl A Ord	1.2%	—	948,433	—	$9.4M
POWLPowell Inds Inc	1.2%	1.2%	32,059	+140.0%	$9.2M
COCOVita Coco Co Inc	1.2%	1.1%	135,730	+0.1%	$9.0M
BANDBandwidth Inc	1.2%	—	140,366	—	$8.9M
LEUCentrus Energy Corp	1.2%	—	52,642	—	$8.8M
LASRNlight Inc	1.2%	1.2%	126,826	-1.8%	$8.8M
OSWOnespaworld Holdings Limited	1.2%	1.5%	312,111	-23.0%	$8.8M
GNRCGenerac Hldgs Inc	1.2%	—	29,765	—	$8.7M
DRTSAlpha Tau Medical Ltd	1.2%	—	691,939	—	$8.7M
CVCOCavco Inds Inc Del	1.1%	1.1%	14,075	+1.7%	$8.6M
SBCFSeacoast Bkg Corp Fla	1.1%	1.3%	255,067	+0.9%	$8.5M
LINDLindblad Expeditions Hldgs I	1.1%	—	299,547	—	$8.5M
BOOTBoot Barn Hldgs Inc	1.1%	—	51,483	—	$8.5M
CCSCentury Communities Inc	1.1%	—	116,506	—	$8.3M
GTLBGitlab Inc	1.1%	—	272,200	—	$8.3M
MODModine Manufacturing Co	1.1%	1.1%	30,368	+0.3%	$8.1M
SAIASaia Inc	1.1%	1.7%	19,098	-33.6%	$8.0M
ARCBArcbest Corp	1.1%	1.3%	55,550	-30.3%	$8.0M
SKYChampion Homes Inc	1.0%	1.1%	87,461	+1.3%	$7.7M
MPMp Materials Corp	1.0%	—	136,766	—	$7.7M
LSCCLattice Semiconductor Corp	1.0%	1.4%	49,612	-44.7%	$7.6M
RDNTRadnet Inc	1.0%	1.1%	123,018	+3.5%	$7.6M
BDCBelden Inc	1.0%	1.2%	63,106	+0.3%	$7.6M
SITMSitime Corp	1.0%	—	10,026	—	$7.5M
MSAMsa Safety Inc	1.0%	1.1%	42,298	+0.5%	$7.4M
COGTCogent Biosciences Inc	1.0%	—	188,951	—	$7.3M

What Pier Capital, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.9% /yr; S&P 500 +20.1%
3 years: +8.5% /yr; S&P 500 +20.4%
5 years: +3.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$754.6M	129
Q1 2026	$606.2M	122
Q4 2025	$626.4M	125
Q3 2025	$639.8M	131
Q2 2025	$655.5M	121
Q1 2025	$596.8M	116
Q4 2024	$700.8M	118
Q3 2024	$709.7M	133
Q2 2024	$672.3M	127
Q1 2024	$726.9M	126
Q4 2023	$699.3M	117
Q3 2023	$620.4M	118

Questions about Pier Capital, LLC's portfolio

What stocks does Pier Capital, LLC own?

Pier Capital, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 129 positions worth $754.6M. The largest are Hexcel Corp New (HXL) at 2.1%, Allegro Microsystems Inc (ALGM) at 2.1%, Onto Innovation Inc (ONTO) at 1.9%, Semtech Corp (SMTC) at 1.9% and Ceco Environmental Corp (CECO) at 1.8%.

What did Pier Capital, LLC buy last quarter?

In Q2 2026, Pier Capital, LLC added Powell Inds Inc (POWL) (+140.0% shares), Repligen Corp (RGEN) (+39.8% shares) and Herc Hldgs Inc (HRI) (+32.9% shares), compared with its Q1 2026 filing.

What did Pier Capital, LLC sell last quarter?

In Q2 2026, Pier Capital, LLC cut from its top 50 Digitalocean Hldgs Inc (DOCN), cut from its top 50 Flowserve Corp (FLS), cut from its top 50 Houlihan Lokey Inc (HLI), cut from its top 50 Cognex Corp (CGNX), cut from its top 50 National Vision Hldgs Inc (EYE), Lattice Semiconductor Corp (LSCC) (-44.7% shares), Saia Inc (SAIA) (-33.6% shares) and Arcbest Corp (ARCB) (-30.3% shares), compared with its Q1 2026 filing.

How has Pier Capital, LLC's portfolio performed?

A portfolio copying Pier Capital, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +8.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.9% against +20.1%. Over 5 years: +3.6% a year against +11.6%.

When is Pier Capital, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pier Capital, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Pier Capital, LLC manage?

Pier Capital, LLC reported $647.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $754.6M.