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
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
33.2K
+ 5.86%
$110.23 - $131.5 $3.66M - $4.36M
599K $74.1M
EPAM
Epam Systems, Inc.

Technology
10.9K
+ 12.28%
N/A
99.5K $18.5M
AAON
Aaon, Inc.

Industrials
139K
+ 7.33%
$71.78 - $106.87 $9.98M - $14.9M
2.04M $150M
VMC
Vulcan Materials CO

Basic Materials
1.83K
+ 3.58%
$226.49 - $276.01 $415K - $506K
53.1K $13.9M
RJF
Raymond James Financial Inc

Financial Services
2.15K
+ 2.27%
$123.65 - $153.88 $266K - $331K
96.7K $14.8M
TRMB
Trimble Inc.

Technology
3.58K
+ 3.5%
$55.12 - $75.98 $197K - $272K
106K $8.05M
MKTX
Marketaxess Holdings Inc

Financial Services
5.28K
+ 28.27%
$203.19 - $231.09 $1.07M - $1.22M
24K $5.35M
FICO
Fair Isaac Corp

Technology
758
+ 10.36%
$1503.62 - $2206.01 $1.14M - $1.67M
8.07K $14.8M
ALGN
Align Technology Inc

Healthcare
1.65K
+ 5.6%
$144.32 - $190.42 $239K - $315K
31.2K $5.91M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
52.7K
+ 7.52%
$22.25 - $30.3 $1.17M - $1.6M
754K $20.6M
FISV
Fiserv Inc

Technology
5.4K
+ 2.89%
N/A
192K $24M
TREX
Trex CO Inc

Industrials
122K
+ 7.6%
$50.52 - $61.77 $6.15M - $7.52M
1.72M $93.7M
MRVL
Marvell Technology, Inc.

Technology
2.31K
+ 7.62%
$49.38 - $79.97 $114K - $185K
32.7K $2.53M
ODFL
Old Dominion Freight Line, Inc.

Industrials
5.58K
+ 6.81%
$146.74 - $176.07 $818K - $982K
87.5K $14.2M
HLNE
Hamilton Lane Inc

Financial Services
15.3K
+ 5.93%
$126.65 - $175.49 $1.93M - $2.68M
273K $38.7M
POOL
Pool Corp

Industrials
9.67K
+ 11.08%
$285.0 - $325.66 $2.76M - $3.15M
97K $28.3M
GNRC
Generac Holdings Inc.

Industrials
748
+ 3.63%
$101.92 - $143.21 $76.2K - $107K
21.3K $3.06M
MRTN
Marten Transport LTD

Industrials
200K
+ 6.33%
$12.69 - $13.95 $2.53M - $2.79M
3.36M $43.6M
CGNX
Cognex Corp

Technology
3.4K
+ 5.21%
$23.27 - $32.07 $79K - $109K
68.5K $2.17M
MSI
Motorola Solutions, Inc.

Technology
645
+ 16.4%
$394.72 - $440.39 $255K - $284K
4.58K $1.93M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.69K
+ 3.28%
$71.96 - $83.42 $193K - $224K
84.5K $7M
IEX
Idex Corp

Industrials
3.8K
+ 3.77%
$160.66 - $191.29 $610K - $726K
105K $18.4M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1.9K
+ 2.91%
N/A
67K $4.34M
CRL
Charles River Laboratories International, Inc.

Healthcare
268
+ 2.09%
$99.75 - $151.89 $26.7K - $40.7K
13.1K $1.98M
CBZ
Cbiz, Inc.

Industrials
25K
+ 5.88%
$66.19 - $79.64 $1.65M - $1.99M
450K $32.3M
The Cooper Companies, Inc.
3.65K
+ 3.59%
N/A
105K $0
HEIA
Heico Crp Cl A
5.05K
+ 3.12%
N/A
167K $0
BLFS
Biolife Solutions Inc

Healthcare
49.6K
+ 5.83%
$20.64 - $25.27 $1.02M - $1.25M
902K $19.4M
IT
Gartner Inc

Technology
2.44K
+ 3.43%
$377.5 - $449.52 $920K - $1.1M
73.4K $29.7M
ROP
Roper Technologies Inc

Industrials
1.44K
+ 3.41%
$519.19 - $590.78 $747K - $850K
43.6K $24.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
636
+ 14.02%
$390.26 - $489.06 $248K - $311K
5.17K $2.1M
EXLS
Exl Service Holdings, Inc.

Technology
358K
+ 7.69%
$41.85 - $48.48 $15M - $17.3M
5.01M $220M
WDFC
Wd 40 CO

Basic Materials
15.1K
+ 6.09%
$217.49 - $248.93 $3.28M - $3.76M
263K $60.1M
AZTA
Azenta, Inc.

Healthcare
37.9K
+ 7.86%
$25.03 - $35.41 $949K - $1.34M
520K $16M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
179
+ 1.09%
$225.56 - $335.19 $40.4K - $60K
16.6K $3.95M
WSO
Watsco Inc

Industrials
8.26K
+ 12.51%
$421.84 - $520.66 $3.49M - $4.3M
74.3K $32.8M
FRPT
Freshpet, Inc.

Consumer Defensive
4.01K
+ 5.62%
$67.88 - $89.64 $272K - $359K
75.3K $5.12M
CHD
Church & Dwight CO Inc

Consumer Defensive
32.5K
+ 11.4%
$91.57 - $110.76 $2.97M - $3.6M
317K $30.5M
GPN
Global Payments Inc

Industrials
592
+ 1.11%
$67.47 - $99.6 $39.9K - $59K
53.9K $4.31M
EXPO
Exponent Inc

Industrials
132K
+ 7.56%
$72.88 - $81.75 $9.62M - $10.8M
1.88M $140M
CPRT
Copart Inc

Consumer Cyclical
89.1K
+ 9.67%
$47.72 - $63.84 $4.25M - $5.69M
1.01M $49.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
434K
+ 1386.98%
$87.84 - $1441.89 $38.1M - $625M
465K $41.9M
TECH
Bio Techne Corp

Healthcare
86.4K
+ 7.86%
$46.66 - $58.38 $4.03M - $5.04M
1.19M $61M
MLAB
Mesa Laboratories Inc

Technology
9.78K
+ 5.17%
$92.73 - $128.0 $907K - $1.25M
199K $18.8M
JJSF
J&J Snack Foods Corp

Consumer Defensive
33.4K
+ 6.42%
$111.46 - $136.93 $3.72M - $4.57M
554K $62.8M
GMED
Globus Medical Inc

Healthcare
249K
+ 13.59%
$55.82 - $75.5 $13.9M - $18.8M
2.08M $123M
ONTO
Onto Innovation Inc.

Technology
66.3K
+ 6.53%
$88.5 - $133.37 $5.87M - $8.85M
1.08M $109M
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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