GENEVA CAPITAL MANAGEMENT LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -1,657,867 shares of $DV (~$22,165,682). This was a decrease of ~64% from their previous position.
- A decrease of -1,546,214 shares of $GO (~$21,616,072). This was a decrease of ~100% from their previous position.
- An addition of 605,617 shares of $VERX (~$21,202,651). This was an increase of ~42% over their previous position.
- An addition of 124,385 shares of $FSV (~$20,641,691). This was an increase of ~52% over their previous position.
- An addition of 219,814 shares of $AAON (~$17,174,068). This was an increase of ~13% over their previous position.
- An addition of 176,152 shares of $EXPO (~$14,278,881). This was an increase of ~11% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for GENEVA CAPITAL MANAGEMENT LLC for more details.
