4D Advisors
Latest statistics and disclosures from 4D Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TPB, CWST, FSS, AXON, FICO, and represent 23.69% of 4D Advisors's stock portfolio.
- Added to shares of these 10 stocks: CWST (+$9.3M), CSL (+$6.4M), CALX (+$6.1M), ACVA (+$6.0M), DAVE (+$5.5M), COHU, UTI, LINC, DIN, KAI.
- Started 19 new stock positions in LINC, LOVE, UCTT, KNX, DIN, COHU, CSL, DAVE, CWST, CALX. ON, KNF, ACVA, KAI, UTI, NE, AEIS, MEI, PAL.
- Reduced shares in these 10 stocks: , VEEV (-$7.4M), ONTO (-$6.3M), VECO (-$6.1M), , RXST, STRL, CDE, CVCO, MOD.
- Sold out of its positions in ALM, CVCO, CDE, EME, GRBK, GWRE, LSCC, MOD, NGD, RXST. STRL, LRN, USPH, VECO, VEEV.
- 4D Advisors was a net seller of stock by $-6.7M.
- 4D Advisors has $183M in assets under management (AUM), dropping by -2.86%.
- Central Index Key (CIK): 0001938268
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Portfolio Holdings for 4D Advisors
4D Advisors holds 37 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Turning Pt Brands (TPB) | 6.8 | $13M | +15% | 115k | 108.40 |
|
| Casella Waste Sys Cl A (CWST) | 5.1 | $9.3M | NEW | 95k | 97.94 |
|
| Federal Signal Corporation (FSS) | 4.2 | $7.6M | +27% | 70k | 108.59 |
|
| Axon Enterprise (AXON) | 3.9 | $7.1M | 13k | 567.93 |
|
|
| Fair Isaac Corporation (FICO) | 3.7 | $6.8M | -20% | 4.0k | 1690.62 |
|
| American Public Education (APEI) | 3.6 | $6.6M | -33% | 175k | 37.80 |
|
| Celsius Hldgs Com New (CELH) | 3.5 | $6.4M | -6% | 140k | 45.74 |
|
| Carlisle Companies (CSL) | 3.5 | $6.4M | NEW | 20k | 319.86 |
|
| Calix (CALX) | 3.3 | $6.1M | NEW | 115k | 52.93 |
|
| Acv Auctions Com Cl A (ACVA) | 3.3 | $6.0M | NEW | 750k | 8.02 |
|
| Super Group Sghc Ord Shs (SGHC) | 3.3 | $6.0M | -28% | 500k | 11.95 |
|
| Dave Class A Com New (DAVE) | 3.0 | $5.5M | NEW | 25k | 221.41 |
|
| Newmont Mining Corporation (NEM) | 2.7 | $5.0M | -33% | 50k | 99.85 |
|
| Onto Innovation (ONTO) | 2.6 | $4.7M | -57% | 30k | 157.86 |
|
| Comfort Systems USA (FIX) | 2.6 | $4.7M | 5.0k | 933.29 |
|
|
| Cohu (COHU) | 2.6 | $4.7M | NEW | 200k | 23.27 |
|
| Universal Technical Institute (UTI) | 2.5 | $4.6M | NEW | 175k | 26.13 |
|
| Lincoln Educational Services Corporation (LINC) | 2.4 | $4.5M | NEW | 185k | 24.15 |
|
| DineEquity (DIN) | 2.4 | $4.3M | NEW | 135k | 32.14 |
|
| Kadant (KAI) | 2.3 | $4.3M | NEW | 15k | 285.02 |
|
| Noble Corp Ord Shs A (NE) | 2.3 | $4.2M | NEW | 150k | 28.24 |
|
| Napco Security Systems (NSSC) | 2.3 | $4.2M | 100k | 41.70 |
|
|
| ON Semiconductor (ON) | 2.2 | $4.1M | NEW | 75k | 54.15 |
|
| Establishment Labs Holdings Ord (ESTA) | 2.2 | $4.0M | -26% | 55k | 72.88 |
|
| Liveramp Holdings (RAMP) | 2.2 | $4.0M | -32% | 135k | 29.37 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 2.1 | $3.9M | NEW | 75k | 52.28 |
|
| Monolithic Power Systems (MPWR) | 2.0 | $3.6M | -38% | 4.0k | 906.36 |
|
| Quanta Services (PWR) | 2.0 | $3.6M | -15% | 8.5k | 422.06 |
|
| Boot Barn Hldgs (BOOT) | 1.9 | $3.5M | -42% | 20k | 176.47 |
|
| Knife River Corp Common Stock (KNF) | 1.9 | $3.5M | NEW | 50k | 70.35 |
|
| Ultra Clean Holdings (UCTT) | 1.9 | $3.4M | NEW | 135k | 25.33 |
|
| Transcat (TRNS) | 1.9 | $3.4M | -7% | 60k | 56.73 |
|
| Methode Electronics (MEI) | 1.8 | $3.3M | NEW | 500k | 6.64 |
|
| Advanced Energy Industries (AEIS) | 1.7 | $3.1M | NEW | 15k | 209.37 |
|
| Lovesac Company (LOVE) | 1.6 | $3.0M | NEW | 200k | 14.75 |
|
| Barrett Business Services (BBSI) | 1.5 | $2.7M | -21% | 75k | 36.21 |
|
| Proficient Auto Logistics In (PAL) | 1.1 | $1.9M | NEW | 200k | 9.64 |
|
Past Filings by 4D Advisors
SEC 13F filings are viewable for 4D Advisors going back to 2025
- 4D Advisors 2025 Q4 filed Feb. 17, 2026
- 4D Advisors 2025 Q3 filed Nov. 14, 2025