GENEVA CAPITAL MANAGEMENT LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$5.8B

Holdings

121

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (121 positions)

StockValue
RBCRBC Bearings Inc
$234.3M
ROADConstruction Partners Inc.
$230.5M
EXLSExlService Holdings Inc.
$220.0M
AAONAaon Inc
$189.0M
ESEESCO Technologies Inc.
$185.7M
TXRHTexas Roadhouse Inc
$158.6M
BCPCBalchem Corp
$148.3M
DSGDescartes Systems Group Inc.
$148.1M
OLLIOllies Bargain Outlet Holdings Inc.
$145.0M
KNSLKinsale Capital Group Inc
$144.1M
ONTOOnto Innovation Inc.
$140.1M
EXPOExponent Inc
$129.1M
TYLTyler Technologies Inc.
$123.3M
GMEDGlobus Med Inc
$119.3M
CWSTCasella Waste Systems, Inc.
$119.2M
HQYHealthequity Inc
$104.0M
1GSNNovanta Inc
$98.1M
SITESiteone Landscape Supply Inc
$97.9M
TREXTrex Company, Inc.
$89.1M
SPXCSPX Technologies, Inc.
$88.0M
AGYSAgilysys Inc
$86.1M
LMATLemaitre Vascular Inc.
$79.8M
RGENRepligen Corporation
$79.8M
BLKBBlackbaud Inc
$78.7M
BFAMBright Horizons Family Solutions Inc Del
$77.0M
CERTCertara Inc
$75.3M
FSVFirstService Corp.
$73.1M
VERXVertex Inc
$72.7M
DORMDorman Products Inc.
$70.9M
VVVValvoline Inc
$69.9M
ALRMAlarm.com Holdings Inc.
$68.9M
TECHBio-Techne Corp
$65.9M
PLUSEplus Inc
$65.3M
DGIIDigi International Inc.
$62.9M
BB4Axos Financial Inc
$62.5M
VCELVericel Corporation
$61.3M
IIIVI3 Verticals INC
$61.1M
DCIDonaldson Co Inc
$60.2M
AXONAxon Enterprise Inc
$56.7M
WDFCWD-40 Co.
$52.2M
JJSFJ&J Snack Foods Corp
$52.0M
MTSIMACOM Technology Solutions Holdings Inc.
$51.6M
ROLRollins Inc
$51.5M
APHAmphenol Corporation
$50.4M
SPSCSPS Commerce Inc
$50.0M
KEYSKeysight Technologies, Inc.
$49.6M
BLBlackline Inc
$48.8M
ORLYO'Reilly Automotive Inc.
$47.7M
CPRTCopart Inc
$42.6M
HEIHeico Corp
$40.5M
MPWRMonolithic Power Systems Inc.
$39.1M
OPCHOption Care Health Inc
$38.0M
CSGPCostar Group Inc
$36.8M
HLNEHamilton Lane Inc
$36.8M
MRTNMarten Transport Ltd.
$35.0M
WMSAdvanced Drainage System Inc
$34.8M
CDNSCadence Design Systems, Inc.
$33.4M
BURLBurlington Stores Inc.
$33.2M
UFPTUFP Technologies Inc.
$31.6M
PLMRPalomar Holdings Inc
$30.3M
RYANRyan Specialty Holdings Inc
$30.2M
POOLPool Corporation
$29.3M
VRSKVerisk Analytics, Inc.
$27.4M
CHDChurch & Dwight Co Inc.
$27.0M
IDXXIDEXX Laboratories Inc.
$26.8M
WSOWatsco Inc
$26.4M
STESteris PLC
$25.3M
HUBSHubspot Inc
$25.0M
FISVFiserv Inc.
$23.3M
ICEIntercontinental Exchange Inc
$23.2M
INTUIntuit Inc
$23.1M
BLFSBiolife Solutions Inc.
$22.9M
CBZCBIZ Inc.
$22.9M
IWOISHARES TR
$22.7M
BRBroadridge Financial Solutions Inc.
$22.1M
ROPRoper Technologies Inc
$20.7M
RJFRaymond James Financial Inc.
$18.6M
VMCVulcan Materials Company
$18.5M
ITGartner Inc.
$18.3M
IEXIdex Corporation
$16.2M
WSCWillScot Holdings Corporation
$15.6M
AZTAAzenta Inc
$14.8M
EPAMEPAM Systems Inc.
$14.6M
FOXFFox Factory Holding Corporation
$14.1M
DDOGDatadog Inc
$13.7M
MLABMesa Laboratories Inc.
$12.8M
ULTAUlta Beauty Inc
$12.6M
FICOFair Isaac Corporation
$12.5M
ODFLOld Dominion Freight Line Inc.
$11.7M
DC4DexCom Inc
$10.0M
TRMBTrimble Inc
$8.3M
SSNCSS&C Technologies Holdings Inc.
$7.2M
COOThe Cooper Companies, Inc.
$6.9M
VEEVVeeva Systems Inc
$6.7M
BSYBentley Systems Incorporated
$6.5M
APGAPI Group Corp
$5.2M
MKTXMarketAxess Holdings Inc.
$4.2M
FRPTFreshpet Inc
$3.9M
AFWAlign Technology Inc.
$3.7M
FBINFortune Brands Innovations Inc
$3.4M
Page 1 of 2Next