Geneva Capital Management LLC Incresed Positions in Q2 2025

Geneva Capital Management LLC

  • $5.85 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RGEN
Repligen Corp

Healthcare
344K
+ 239.64%
$108.89 - $145.23 $37.5M - $50M
488K $60.6M
AGYS
Agilysys Inc

Technology
51.3K
+ 6.7%
$65.76 - $118.19 $3.37M - $6.06M
817K $93.6M
ESE
Esco Technologies Inc

Technology
49.2K
+ 5.9%
$139.86 - $194.5 $6.88M - $9.56M
883K $169M
VERX
Vertex, Inc.

Technology
975K
+ 47.7%
$33.45 - $41.87 $32.6M - $40.8M
3.02M $107M
VVV
Valvoline Inc

Energy
694K
+ 55.39%
$31.48 - $38.2 $21.8M - $26.5M
1.95M $73.7M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
55K
+ 6.07%
$153.22 - $199.8 $8.43M - $11M
961K $180M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
79.6K
+ 7.59%
$103.49 - $133.44 $8.24M - $10.6M
1.13M $149M
HQY
Healthequity, Inc.

Healthcare
64.5K
+ 6.18%
$76.77 - $113.06 $4.95M - $7.29M
1.11M $116M
SPXC
Spx Corp

Industrials
26.2K
+ 5.87%
$120.66 - $167.68 $3.16M - $4.39M
473K $79.3M
CERT
Certara, Inc.

Healthcare
443K
+ 7.81%
$9.05 - $14.47 $4.01M - $6.41M
6.11M $71.5M
DGII
Digi International Inc

Technology
95.8K
+ 5.86%
$23.13 - $34.92 $2.21M - $3.34M
1.73M $60.3M
TYL
Tyler Technologies Inc

Technology
18.8K
+ 8.55%
$521.68 - $592.84 $9.79M - $11.1M
238K $141M
PLUS
Eplus Inc

Technology
51K
+ 5.85%
$54.77 - $74.09 $2.79M - $3.78M
922K $66.5M
DSGX
Descartes Systems Group Inc

Technology
106K
+ 7.19%
$94.15 - $116.93 $9.94M - $12.3M
1.57M $160M
AX
Axos Financial, Inc.

Financial Services
42.1K
+ 6.04%
$56.36 - $76.85 $2.37M - $3.24M
739K $56.2M
CWST
Casella Waste Systems Inc

Industrials
60.1K
+ 5.87%
$103.78 - $120.37 $6.24M - $7.23M
1.08M $125M
ROLL
Rbc Bearings Inc

Industrials
43.8K
+ 7.43%
N/A
633K $156M
BL
Blackline, Inc.

Technology
49.3K
+ 5.63%
$42.27 - $58.22 $2.08M - $2.87M
924K $52.3M
MPWR
Monolithic Power Systems Inc

Technology
5.07K
+ 13.22%
$455.19 - $737.73 $2.31M - $3.74M
43.5K $31.8M
HUBS
Hubspot Inc

Technology
17.5K
+ 50.5%
$487.07 - $672.24 $8.51M - $11.8M
52.1K $29M
NOVT
Novanta Inc

Technology
54.9K
+ 5.88%
N/A
989K $156M
KEYS
Keysight Technologies, Inc.

Technology
28.2K
+ 11.15%
$127.02 - $165.4 $3.59M - $4.67M
282K $46.1M
SPSC
Sps Commerce Inc

Technology
43.3K
+ 7.53%
$121.61 - $152.67 $5.27M - $6.62M
619K $84.2M
IIIV
I3 Verticals, Inc.

Technology
101K
+ 5.67%
$22.76 - $27.48 $2.31M - $2.78M
1.89M $51.9M
OPCH
Option Care Health, Inc.

Healthcare
292K
+ 37.36%
$30.69 - $34.95 $8.96M - $10.2M
1.07M $34.9M
BLKB
Blackbaud Inc

Technology
75.7K
+ 6.6%
$59.04 - $64.55 $4.47M - $4.88M
1.22M $78.4M
FSV
First Service Corp

Real Estate
22.4K
+ 6.18%
$158.93 - $179.74 $3.56M - $4.02M
385K $67.2M
ROL
Rollins Inc

Consumer Cyclical
85.4K
+ 10.44%
$50.65 - $58.58 $4.32M - $5M
903K $51M
INTU
Intuit Inc

Technology
865
+ 2.5%
$544.07 - $787.63 $471K - $681K
35.4K $27.9M
PLMR
Palomar Holdings, Inc.

Financial Services
14.7K
+ 5.98%
$129.99 - $175.67 $1.92M - $2.59M
261K $40.2M
CDNS
Cadence Design Systems Inc

Technology
3.41K
+ 3.54%
$231.64 - $323.08 $790K - $1.1M
99.7K $30.7M
SITE
Site One Landscape Supply, Inc.

Industrials
50.9K
+ 7.18%
$104.79 - $127.3 $5.34M - $6.48M
760K $91.9M
IDXX
Idexx Laboratories Inc

Healthcare
1.43K
+ 3.35%
$361.04 - $536.34 $514K - $764K
44K $23.6M
WMS
Advanced Drainage Systems, Inc.

Industrials
36.5K
+ 16.51%
$96.79 - $123.55 $3.53M - $4.51M
257K $29.6M
DXCM
Dexcom Inc

Healthcare
37.7K
+ 31.94%
$59.83 - $87.57 $2.26M - $3.3M
156K $13.6M
BCPC
Balchem Corp

Basic Materials
64.7K
+ 7.79%
$150.5 - $170.45 $9.74M - $11M
896K $143M
UFPT
Ufp Technologies Inc

Healthcare
4.77K
+ 6.02%
$186.83 - $253.3 $891K - $1.21M
84K $20.5M
DCI
Donaldson CO Inc

Industrials
41K
+ 5.89%
$59.18 - $71.02 $2.42M - $2.91M
737K $51.1M
CSGP
Costar Group, Inc.

Real Estate
44.4K
+ 11.02%
$72.62 - $83.22 $3.23M - $3.7M
448K $36M
DORM
Dorman Products, Inc.

Consumer Cyclical
25.2K
+ 5.86%
$108.29 - $132.03 $2.73M - $3.33M
456K $55.9M
LMAT
Lemaitre Vascular Inc

Healthcare
51.5K
+ 5.96%
$77.89 - $92.6 $4.01M - $4.77M
915K $76M
DDOG
Datadog, Inc.

Technology
2.47K
+ 3.2%
$87.0 - $134.33 $215K - $332K
79.6K $10.7M
VRSK
Verisk Analytics, Inc.

Industrials
3.81K
+ 3.45%
$277.03 - $321.33 $1.06M - $1.22M
114K $35.6M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
677
+ 2.89%
$328.01 - $475.68 $222K - $322K
24.1K $11.3M
BURL
Burlington Stores, Inc.

Consumer Cyclical
14.1K
+ 11.74%
$215.78 - $270.12 $3.03M - $3.8M
134K $31.1M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
43.7K
+ 8.11%
$18.37 - $27.72 $802K - $1.21M
582K $15.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.59K
+ 3.28%
$151.62 - $183.47 $696K - $842K
144K $26.5M
STE
Steris PLC

Healthcare
3.52K
+ 3.39%
$208.55 - $252.55 $733K - $888K
107K $25.8M
BSY
Bentley Systems Inc

Technology
7.77K
+ 6.24%
$38.62 - $53.97 $300K - $420K
132K $7.15M
Activity Summary
Buys All Purchases 100 New Holdings 2 Increased Positions 98 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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