Palisades Investment Partners
Latest statistics and disclosures from Palisades Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STRL, SPXC, MMYT, IWM, ITRI, and represent 32.78% of Palisades Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: IWM (+$9.8M), ROOT (+$7.3M), PKE (+$5.9M), PAYS (+$5.6M), IESC (+$5.3M), TGEN, ISSC, CCRD, AGX, TSSI.
- Started 12 new stock positions in PKE, ROOT, CCRD, LMAT, TGEN, ISSC, AGX, IWM, IESC, PAYS. TSSI, MPTI.WS.
- Reduced shares in these 7 stocks: INOD (-$28M), ADMA (-$7.3M), SWTX (-$6.2M), ARDX, STRL, VCYT, DCTH.
- Sold out of its positions in ADMA, SWTX.
- Palisades Investment Partners was a net seller of stock by $-749k.
- Palisades Investment Partners has $255M in assets under management (AUM), dropping by 11.34%.
- Central Index Key (CIK): 0001427373
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Positions held by Palisades Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Palisades Investment Partners
Palisades Investment Partners holds 49 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Sterling Construction Company (STRL) | 12.8 | $33M | -2% | 96k | 339.68 |
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| Spx Corp (SPXC) | 8.2 | $21M | 112k | 186.78 |
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| Makemytrip Limited Mauritius SHS (MMYT) | 4.3 | $11M | 118k | 93.60 |
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| Ishares Tr Russell 2000 Etf (IWM) | 3.8 | $9.8M | NEW | 40k | 241.96 |
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| Itron (ITRI) | 3.6 | $9.2M | 74k | 124.56 |
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| Genedx Holdings Corp Com Cl A (WGS) | 3.6 | $9.1M | +2% | 85k | 107.73 |
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| American Superconductor Corp Shs New (AMSC) | 3.3 | $8.4M | 141k | 59.39 |
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| Medpace Hldgs (MEDP) | 3.2 | $8.2M | 16k | 514.15 |
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| Root Cl A New (ROOT) | 2.9 | $7.3M | NEW | 82k | 89.50 |
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| Krystal Biotech (KRYS) | 2.9 | $7.3M | +2% | 41k | 176.53 |
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| UFP Technologies (UFPT) | 2.7 | $6.9M | 35k | 199.60 |
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| Intapp (INTA) | 2.7 | $6.8M | 165k | 40.90 |
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| Cormedix Inc cormedix (CRMD) | 2.6 | $6.6M | 564k | 11.63 |
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| Enova Intl (ENVA) | 2.5 | $6.3M | 55k | 115.09 |
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| Badger Meter (BMI) | 2.4 | $6.1M | 34k | 178.58 |
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| Mueller Wtr Prods Com Ser A (MWA) | 2.4 | $6.0M | 237k | 25.52 |
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| Paymentus Holdings Com Cl A (PAY) | 2.4 | $6.0M | 196k | 30.60 |
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| Park Aerospace Corp. Cmn Pke (PKE) | 2.3 | $5.9M | NEW | 290k | 20.34 |
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| Paysign (PAYS) | 2.2 | $5.6M | NEW | 898k | 6.29 |
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| Moelis & Co Cl A (MC) | 2.1 | $5.4M | 76k | 71.32 |
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| Veracyte (VCYT) | 2.1 | $5.4M | -2% | 158k | 34.33 |
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| Ies Hldgs (IESC) | 2.1 | $5.3M | NEW | 13k | 397.65 |
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| SPS Commerce (SPSC) | 2.0 | $5.1M | 49k | 104.14 |
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| Intuitive Machines Class A Com (LUNR) | 1.6 | $4.2M | 399k | 10.52 |
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| First Financial Ban (FFBC) | 1.5 | $3.8M | 150k | 25.25 |
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| Financial Institutions (FISI) | 1.5 | $3.8M | 138k | 27.49 |
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| M-tron Inds (MPTI) | 1.4 | $3.5M | 62k | 55.48 |
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| Stifel Financial (SF) | 1.3 | $3.3M | 30k | 113.47 |
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| Tecogen Com New (TGEN) | 1.3 | $3.3M | NEW | 377k | 8.81 |
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| Otter Tail Corporation (OTTR) | 1.3 | $3.3M | 40k | 81.97 |
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| Innovative Solutions & Support (ISSC) | 1.1 | $2.9M | NEW | 234k | 12.49 |
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| Remitly Global (RELY) | 1.1 | $2.9M | 177k | 16.30 |
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| Willis Lease Finance Corporation (WLFC) | 1.1 | $2.8M | 21k | 137.09 |
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| Delcath Sys Com New (DCTH) | 1.1 | $2.8M | -2% | 263k | 10.75 |
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| Onto Innovation (ONTO) | 1.0 | $2.6M | 20k | 129.22 |
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| Ufp Industries (UFPI) | 0.8 | $2.1M | 23k | 93.49 |
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| Kingstone Companies (KINS) | 0.8 | $2.1M | 140k | 14.70 |
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| Firstcash Holdings (FCFS) | 0.8 | $2.0M | 13k | 158.42 |
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| Artesian Res Corp Cl A (ARTNA) | 0.7 | $1.7M | 52k | 32.59 |
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| Intelligent Sys Corp (CCRD) | 0.5 | $1.4M | NEW | 50k | 26.92 |
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| Frp Holdings (FRPH) | 0.4 | $1.1M | 46k | 24.36 |
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| Four Corners Ppty Tr (FCPT) | 0.3 | $772k | 31k | 24.73 |
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| Argan (AGX) | 0.3 | $762k | NEW | 2.8k | 270.05 |
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| Camtek Ord (CAMT) | 0.3 | $662k | +4% | 6.3k | 105.05 |
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| Innodata Com New (INOD) | 0.2 | $594k | -97% | 7.7k | 77.07 |
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| TSS (TSSI) | 0.2 | $506k | NEW | 28k | 18.11 |
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| LeMaitre Vascular (LMAT) | 0.1 | $303k | NEW | 3.5k | 87.51 |
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| M-tron Inds *w Exp 04/25/202 (MPTI.WS) | 0.0 | $115k | NEW | 66k | 1.75 |
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| Ardelyx (ARDX) | 0.0 | $56k | -98% | 10k | 5.51 |
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Past Filings by Palisades Investment Partners
SEC 13F filings are viewable for Palisades Investment Partners going back to 2010
- Palisades Investment Partners 2025 Q3 filed Oct. 30, 2025
- Palisades Investment Partners 2025 Q2 filed July 17, 2025
- Palisades Investment Partners 2025 Q1 filed April 30, 2025
- Palisades Investment Partners 2024 Q2 filed Feb. 18, 2025
- Palisades Investment Partners 2024 Q3 filed Feb. 18, 2025
- Palisades Investment Partners 2024 Q4 filed Feb. 18, 2025
- Palisades Investment Partners 2014 Q2 filed July 28, 2014
- Palisades Investment Partners 2014 Q1 restated filed May 14, 2014
- Palisades Investment Partners 2014 Q1 filed May 12, 2014
- Palisades Investment Partners 2013 Q4 filed Jan. 16, 2014
- Palisades Investment Partners 2013 Q3 filed Nov. 14, 2013
- Palisades Investment Partners 2013 Q2 filed Aug. 28, 2013
- Name Palisades Investment Partners 2013 Q1 filed May 10, 2013
- Name Palisades Investment Partners 2012 Q2 filed March 13, 2013
- Name Palisades Investment Partners 2012 Q3 filed March 13, 2013
- Name Palisades Investment Partners 2012 Q4 filed March 13, 2013