GENEVA CAPITAL MANAGEMENT LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$5.3B
Holdings
123
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (123 positions)
| Stock | Value |
|---|---|
RBCRBC Bearings Inc | $231.3M |
ROADConstruction Partners Inc. | $197.7M |
EXLSExlService Holdings Inc. | $195.3M |
GMEDGlobus Med Inc | $166.1M |
ESEESCO Technologies Inc. | $154.0M |
TXRHTexas Roadhouse Inc | $142.2M |
AAONAaon Inc | $141.0M |
BCPCBalchem Corp | $139.2M |
ONTOOnto Innovation Inc. | $131.2M |
DSGDescartes Systems Group Inc. | $125.3M |
CWSTCasella Waste Systems, Inc. | $123.9M |
KNSLKinsale Capital Group Inc | $120.5M |
EXPOExponent Inc | $120.0M |
OLLIOllies Bargain Outlet Holdings Inc. | $113.3M |
1GSNNovanta Inc | $107.5M |
HQYHealthequity Inc | $102.5M |
TYLTyler Technologies Inc. | $101.3M |
RGENRepligen Corporation | $92.2M |
BFAMBright Horizons Family Solutions Inc Del | $88.7M |
AGYSAgilysys Inc | $87.0M |
SITESiteone Landscape Supply Inc | $84.5M |
SPXCSPX Technologies, Inc. | $84.3M |
PLUSEplus Inc | $72.2M |
BLKBBlackbaud Inc | $69.0M |
DGIIDigi International Inc. | $66.8M |
LMATLemaitre Vascular Inc. | $66.1M |
VCELVericel Corporation | $65.8M |
FSVFirstService Corp. | $64.5M |
TECHBio-Techne Corp | $64.1M |
MTSIMACOM Technology Solutions Holdings Inc. | $63.8M |
KEYSKeysight Technologies, Inc. | $60.5M |
ALRMAlarm.com Holdings Inc. | $58.9M |
DCIDonaldson Co Inc | $58.2M |
BB4Axos Financial Inc | $56.9M |
ROLRollins Inc | $54.9M |
VERXVertex Inc | $54.1M |
DORMDorman Products Inc. | $49.9M |
VVVValvoline Inc | $48.1M |
CERTCertara Inc | $47.7M |
WDFCWD-40 Co. | $46.8M |
AXONAxon Enterprise Inc | $46.3M |
BLBlackline Inc | $45.7M |
APHAmphenol Corporation | $45.2M |
IIIVI3 Verticals INC | $42.4M |
HLNEHamilton Lane Inc | $41.7M |
JJSFJ&J Snack Foods Corp | $41.2M |
ORLYO'Reilly Automotive Inc. | $39.7M |
BURLBurlington Stores Inc. | $39.6M |
HEIHeico Corp | $39.6M |
OPCHOption Care Health Inc | $39.3M |
MPWRMonolithic Power Systems Inc. | $38.8M |
WMSAdvanced Drainage System Inc | $38.3M |
CPRTCopart Inc | $31.6M |
UFPTUFP Technologies Inc. | $31.6M |
PLMRPalomar Holdings Inc | $31.2M |
CSGPCostar Group Inc | $30.3M |
CDNSCadence Design Systems, Inc. | $29.2M |
RYANRyan Specialty Holdings Inc | $29.1M |
TREXTrex Company, Inc. | $28.1M |
IDXXIDEXX Laboratories Inc. | $27.9M |
STESteris PLC | $26.4M |
CHDChurch & Dwight Co Inc. | $26.2M |
SPSCSPS Commerce Inc | $25.1M |
VRSKVerisk Analytics, Inc. | $24.9M |
LOARLoar Holdings Inc | $24.3M |
WSOWatsco Inc | $22.7M |
POOLPool Corporation | $22.1M |
ICEIntercontinental Exchange Inc | $21.9M |
INTUIntuit Inc | $21.9M |
HUBSHubspot Inc | $21.4M |
MRTNMarten Transport Ltd. | $21.3M |
EPAMEPAM Systems Inc. | $20.6M |
BRBroadridge Financial Solutions Inc. | $20.4M |
CBZCBIZ Inc. | $20.2M |
IWOISHARES TR | $20.0M |
BLFSBiolife Solutions Inc. | $19.4M |
ROPRoper Technologies Inc | $18.0M |
IEXIdex Corporation | $17.5M |
RJFRaymond James Financial Inc. | $17.0M |
VMCVulcan Materials Company | $16.9M |
AZTAAzenta Inc | $15.4M |
DDOGDatadog Inc | $15.0M |
ITGartner Inc. | $14.8M |
MLABMesa Laboratories Inc. | $14.0M |
FICOFair Isaac Corporation | $13.9M |
ULTAUlta Beauty Inc | $13.7M |
WSCWillScot Holdings Corporation | $12.5M |
ODFLOld Dominion Freight Line Inc. | $11.9M |
DC4DexCom Inc | $9.0M |
IWPISHARES TR | $8.9M |
APGAPI Group Corp | $8.4M |
COOThe Cooper Companies, Inc. | $8.1M |
TRMBTrimble Inc | $7.8M |
SSNCSS&C Technologies Holdings Inc. | $7.0M |
VEEVVeeva Systems Inc | $6.8M |
BSYBentley Systems Incorporated | $5.8M |
MKTXMarketAxess Holdings Inc. | $5.0M |
ULSUL Solutions Inc. | $4.4M |
AFWAlign Technology Inc. | $4.4M |
FRPTFreshpet Inc | $4.0M |
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