☆Sapience Investments, LLC
Quality Q
0.022
AUM ($M)
772
Positions
114
Turnover
0.45
Top-10 wt
25%
Herfindahl
0.014
History (qtrs)
5
Excess Return
—
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Holdings · 117 positions · portfolio value $772M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆COHR funds › | COHERENT CORP | TRIM | — | 3.1% | +0.8% | 23.6 | 99 | -3,124 | 1 | — |
| ☆RRX funds › | REGAL REXNORD CORPORATION | TRIM | — | 3.0% | +0.5% | 23.0 | 123 | -4,485 | 1 | — |
| ☆OPLN funds › | OPENLANE INC | TRIM | — | 2.8% | +0.3% | 21.9 | 751 | -21,782 | 1 | — |
| ☆WTFC funds › | WINTRUST FINL CORP | TRIM | — | 2.4% | -0.0% | 18.9 | 136 | -4,590 | 1 | — |
| ☆ACHC funds › | ACADIA HEALTHCARE COMPANY IN | TRIM | — | 2.4% | +0.9% | 18.4 | 787 | -26,636 | 1 | — |
| ☆CUSIP:497266106 funds › | KIRBY CORP | TRIM | — | 2.3% | -0.1% | 18.1 | 136 | -5,683 | 1 | — |
| ☆IART funds › | INTEGRA LIFESCIENCES HLDGS C | TRIM | — | 2.3% | +0.1% | 18.0 | 1,914 | -45,468 | 1 | — |
| ☆FUN funds › | SIX FLAGS ENTERTAINMENT CORP | NEW | — | 2.3% | +2.3% | 17.9 | 1,011 | +1,011 | 1 | — |
| ☆BRBR funds › | BELLRING BRANDS INC | TRIM | — | 2.3% | +0.1% | 17.8 | 1,105 | -20,568 | 1 | — |
| ☆GBCI funds › | GLACIER BANCORP INC NEW | TRIM | — | 2.2% | +0.2% | 17.3 | 387 | -11,635 | 1 | — |
| ☆PR funds › | PERMIAN RESOURCES CORP | TRIM | — | 2.1% | -0.2% | 16.2 | 761 | -43,656 | 1 | — |
| ☆ALGN funds › | ALIGN TECHNOLOGY INC | TRIM | — | 2.1% | -0.4% | 15.9 | 93 | -4,077 | 1 | — |
| ☆ELF funds › | E L F BEAUTY INC | TRIM | — | 2.1% | -0.6% | 15.9 | 262 | -9,108 | 1 | — |
| ☆RNR funds › | RENAISSANCERE HLDGS LTD | TRIM | — | 1.8% | -0.4% | 14.3 | 48 | -2,053 | 1 | — |
| ☆AME funds › | AMETEK INC | TRIM | — | 1.8% | -0.7% | 14.1 | 66 | -3,187 | 1 | — |
| ☆PZZA funds › | PAPA JOHNS INTL INC | TRIM | — | 1.8% | -0.2% | 13.8 | 427 | -13,399 | 1 | — |
| ☆JLL funds › | JONES LANG LASALLE INC | TRIM | — | 1.8% | -0.8% | 13.7 | 45 | -1,943 | 1 | — |
| ☆AVTR funds › | AVANTOR INC | TRIM | — | 1.7% | -0.7% | 13.5 | 1,717 | -54,723 | 1 | — |
| ☆ENTG funds › | ENTEGRIS INC | NEW | — | 1.7% | +1.7% | 12.9 | 110 | +110 | 1 | — |
| ☆SW funds › | SMURFIT WESTROCK PLC | TRIM | — | 1.6% | -0.9% | 12.7 | 318 | -16,783 | 1 | — |
| ☆TWLO funds › | TWILIO INC | TRIM | — | 1.4% | -1.1% | 11.1 | 88 | -4,661 | 1 | — |
| ☆C funds › | CITIGROUP INC | NEW | — | 1.4% | +1.4% | 10.8 | 95 | +95 | 1 | — |
| ☆NCLH funds › | NORWEGIAN CRUISE LINE HLDGS | TRIM | — | 1.4% | -1.4% | 10.8 | 575 | -32,712 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | NEW | — | 1.2% | +1.2% | 9.5 | 56 | +56 | 1 | — |
| ☆GOOG funds › | ALPHABET INC | NEW | — | 1.2% | +1.2% | 9.5 | 33 | +33 | 1 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | NEW | — | 1.1% | +1.1% | 8.8 | 94 | +94 | 1 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | NEW | — | 1.1% | +1.1% | 8.8 | 30 | +30 | 1 | — |
| ☆IDA funds › | IDACORP INC | TRIM | — | 1.1% | -1.0% | 8.3 | 58 | -4,210 | 1 | — |
| ☆BPOP funds › | POPULAR INC | TRIM | — | 1.0% | -1.1% | 7.6 | 57 | -4,470 | 1 | — |
| ☆AMZN funds › | AMAZON COM INC | NEW | — | 1.0% | +1.0% | 7.5 | 36 | +36 | 1 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | NEW | — | 1.0% | +1.0% | 7.3 | 79 | +79 | 1 | — |
| ☆BN funds › | BROOKFIELD CORP | NEW | — | 0.9% | +0.9% | 7.3 | 181 | +181 | 1 | — |
| ☆HR funds › | HEALTHCARE RLTY TR | TRIM | — | 0.9% | -0.9% | 7.3 | 431 | -28,639 | 1 | — |
| ☆FCX funds › | FREEPORT MCMORAN INC | NEW | — | 0.9% | +0.9% | 7.3 | 124 | +124 | 1 | — |
| ☆TGT funds › | TARGET CORP | NEW | — | 0.9% | +0.9% | 7.2 | 59 | +59 | 1 | — |
| ☆SMTC funds › | SEMTECH CORP | NEW | — | 0.9% | +0.9% | 7.0 | 91 | +91 | 1 | — |
| ☆LECO funds › | LINCOLN ELEC HLDGS INC | TRIM | — | 0.9% | -1.0% | 7.0 | 28 | -2,114 | 1 | — |
| ☆META funds › | META PLATFORMS INC | NEW | — | 0.9% | +0.9% | 6.9 | 12 | +12 | 1 | — |
| ☆CDP funds › | COPT DEFENSE PROPERTIES | TRIM | — | 0.9% | -0.8% | 6.8 | 223 | -15,811 | 1 | — |
| ☆PLD funds › | PROLOGIS INC. | NEW | — | 0.9% | +0.9% | 6.7 | 51 | +51 | 1 | — |
| ☆CUSIP:143658300 funds › | CARNIVAL CORP | NEW | — | 0.9% | +0.9% | 6.7 | 260 | +260 | 1 | — |
| ☆WFRD funds › | WEATHERFORD INTL PLC | NEW | — | 0.8% | +0.8% | 6.3 | 67 | +67 | 1 | — |
| ☆PEP funds › | PEPSICO INC | NEW | — | 0.8% | +0.8% | 6.2 | 40 | +40 | 1 | — |
| ☆SLGN funds › | SILGAN HLDGS INC | TRIM | — | 0.8% | -1.2% | 6.2 | 160 | -13,070 | 1 | — |
| ☆HCA funds › | HCA HEALTHCARE INC | NEW | — | 0.8% | +0.8% | 6.2 | 13 | +13 | 1 | — |
| ☆V funds › | VISA INC | NEW | — | 0.8% | +0.8% | 6.0 | 20 | +20 | 1 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | NEW | — | 0.8% | +0.8% | 6.0 | 10 | +10 | 1 | — |
| ☆EYE funds › | NATIONAL VISION HLDGS INC | TRIM | — | 0.8% | -0.8% | 5.9 | 229 | -15,743 | 1 | — |
| ☆CP funds › | CANADIAN PACIFIC KANSAS CITY | NEW | — | 0.8% | +0.8% | 5.9 | 75 | +75 | 1 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | NEW | — | 0.8% | +0.8% | 5.9 | 12 | +12 | 1 | — |
| ☆AIG funds › | AMERICAN INTL GROUP INC | NEW | — | 0.8% | +0.8% | 5.9 | 78 | +78 | 1 | — |
| ☆MSFT funds › | MICROSOFT CORP | NEW | — | 0.7% | +0.7% | 5.6 | 15 | +15 | 1 | — |
| ☆ESNT funds › | ESSENT GROUP LTD | TRIM | — | 0.7% | -1.2% | 5.5 | 94 | -7,788 | 1 | — |
| ☆UL funds › | UNILEVER PLC | NEW | — | 0.7% | +0.7% | 5.4 | 95 | +95 | 1 | — |
| ☆AAOI funds › | APPLIED OPTOELECTRONICS INC | NEW | — | 0.7% | +0.7% | 5.2 | 61 | +61 | 1 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.7% | +0.7% | 5.1 | 19 | +19 | 1 | — |
| ☆WAB funds › | WABTEC | TRIM | — | 0.6% | -1.6% | 5.0 | 20 | -2,747 | 1 | — |
| ☆ELAN funds › | ELANCO ANIMAL HEALTH INC | TRIM | — | 0.6% | -1.2% | 4.7 | 197 | -21,190 | 1 | — |
| ☆FLEX funds › | FLEXTRONICS INTL LTD | TRIM | — | 0.6% | -0.8% | 4.7 | 72 | -6,240 | 1 | — |
| ☆EWBC funds › | EAST WEST BANCORP INC | TRIM | — | 0.6% | -1.7% | 4.7 | 44 | -5,516 | 1 | — |
| ☆UCTT funds › | ULTRA CLEAN HLDGS INC | NEW | — | 0.6% | +0.6% | 4.6 | 74 | +74 | 1 | — |
| ☆NDSN funds › | NORDSON CORP | TRIM | — | 0.6% | -1.5% | 4.3 | 16 | -2,293 | 1 | — |
| ☆QCOM funds › | QUALCOMM INC | NEW | — | 0.6% | +0.6% | 4.2 | 33 | +33 | 1 | — |
| ☆IEX funds › | IDEX CORP | NEW | — | 0.5% | +0.5% | 4.2 | 22 | +22 | 1 | — |
| ☆CPAY funds › | CORPAY INC | TRIM | — | 0.5% | -1.8% | 4.1 | 14 | -2,038 | 1 | — |
| ☆PLAY funds › | DAVE & BUSTERS ENTMT INC | TRIM | — | 0.5% | -1.1% | 4.1 | 375 | -25,585 | 1 | — |
| ☆HAS funds › | HASBRO INC | TRIM | — | 0.5% | -1.6% | 4.0 | 43 | -6,787 | 1 | — |
| ☆SKWD funds › | SKYWARD SPECIALTY INS GROUP | NEW | — | 0.5% | +0.5% | 4.0 | 92 | +92 | 1 | — |
| ☆VNOM funds › | VIPER ENERGY INC | TRIM | — | 0.5% | -1.0% | 3.9 | 84 | -10,084 | 1 | — |
| ☆BRX funds › | BRIXMOR PPTY GROUP INC | TRIM | — | 0.5% | -1.3% | 3.8 | 131 | -18,362 | 1 | — |
| ☆ESAB funds › | ESAB CORPORATION | NEW | — | 0.5% | +0.5% | 3.8 | 39 | +39 | 1 | — |
| ☆AIT funds › | APPLIED INDL TECHNOLOGIES IN | TRIM | — | 0.5% | -1.4% | 3.7 | 14 | -1,962 | 1 | — |
| ☆EQT funds › | EQT CORP | TRIM | — | 0.5% | -1.2% | 3.7 | 58 | -8,206 | 1 | — |
| ☆OKTA funds › | OKTA INC | TRIM | — | 0.4% | -1.2% | 3.5 | 44 | -4,867 | 1 | — |
| ☆ITGR funds › | INTEGER HLDGS CORP | NEW | — | 0.4% | +0.4% | 3.3 | 38 | +38 | 1 | — |
| ☆BRC funds › | BRADY CORP | NEW | — | 0.4% | +0.4% | 3.3 | 41 | +41 | 1 | — |
| ☆NPO funds › | ENPRO INC | NEW | — | 0.4% | +0.4% | 3.3 | 13 | +13 | 1 | — |
| ☆POR funds › | PORTLAND GEN ELEC CO | NEW | — | 0.4% | +0.4% | 3.2 | 61 | +61 | 1 | — |
| ☆ABCB funds › | AMERIS BANCORP | NEW | — | 0.4% | +0.4% | 3.1 | 40 | +40 | 1 | — |
| ☆VRNS funds › | VARONIS SYS INC | TRIM | — | 0.4% | -1.5% | 3.1 | 145 | -15,389 | 1 | — |
| ☆COHU funds › | COHU INC | NEW | — | 0.4% | +0.4% | 3.0 | 99 | +99 | 1 | — |
| ☆COO funds › | COOPER COS INC | TRIM | — | 0.4% | -1.5% | 3.0 | 42 | -5,937 | 1 | — |
| ☆ALHC funds › | ALIGNMENT HEALTHCARE INC | NEW | — | 0.4% | +0.4% | 3.0 | 170 | +170 | 1 | — |
| ☆CWK funds › | CUSHMAN AND WAKEFIELD LTD | NEW | — | 0.4% | +0.4% | 3.0 | 243 | +243 | 1 | — |
| ☆ICUI funds › | ICU MED INC | NEW | — | 0.4% | +0.4% | 3.0 | 23 | +23 | 1 | — |
| ☆BANR funds › | BANNER CORP | NEW | — | 0.4% | +0.4% | 2.9 | 48 | +48 | 1 | — |
| ☆NTB funds › | BANK OF N T BUTTERFIELD & SO | NEW | — | 0.4% | +0.4% | 2.8 | 54 | +54 | 1 | — |
| ☆CRK funds › | COMSTOCK RES INC | NEW | — | 0.4% | +0.4% | 2.8 | 134 | +134 | 1 | — |
| ☆ATMU funds › | ATMUS FILTRATION TECHNOLOGIE | NEW | — | 0.4% | +0.4% | 2.8 | 49 | +49 | 1 | — |
| ☆XRAY funds › | DENTSPLY SIRONA INC | NEW | — | 0.4% | +0.4% | 2.7 | 235 | +235 | 1 | — |
| ☆EVTC funds › | EVERTEC INC | NEW | — | 0.4% | +0.4% | 2.7 | 96 | +96 | 1 | — |
| ☆VSXY funds › | VICTORIAS SECRET AND CO | NEW | — | 0.3% | +0.3% | 2.6 | 57 | +57 | 1 | — |
| ☆EHC funds › | ENCOMPASS HEALTH CORP | TRIM | — | 0.3% | -1.2% | 2.6 | 27 | -3,769 | 1 | — |
| ☆NGVT funds › | INGEVITY CORP | NEW | — | 0.3% | +0.3% | 2.6 | 36 | +36 | 1 | — |
| ☆HWC funds › | HANCOCK WHITNEY CORPORATION | NEW | — | 0.3% | +0.3% | 2.5 | 40 | +40 | 1 | — |
| ☆CWH funds › | CAMPING WORLD HLDGS INC | NEW | — | 0.3% | +0.3% | 2.5 | 365 | +365 | 1 | — |
| ☆AGO funds › | ASSURED GUARANTY LTD | NEW | — | 0.3% | +0.3% | 2.4 | 30 | +30 | 1 | — |
| ☆FHB funds › | FIRST HAWAIIAN INC | NEW | — | 0.3% | +0.3% | 2.4 | 98 | +98 | 1 | — |
| ☆ZWS funds › | ZURN ELKAY WATER SOLNS CORP | NEW | — | 0.3% | +0.3% | 2.4 | 53 | +53 | 1 | — |
| ☆NOG funds › | NORTHERN OIL & GAS INC | NEW | — | 0.3% | +0.3% | 2.3 | 80 | +80 | 1 | — |
| ☆HLIO funds › | HELIOS TECHNOLOGIES INC | NEW | — | 0.3% | +0.3% | 2.3 | 36 | +36 | 1 | — |
| ☆LBRT funds › | LIBERTY ENERGY INC | NEW | — | 0.3% | +0.3% | 2.3 | 80 | +80 | 1 | — |
| ☆BUSE funds › | FIRST BUSEY CORP | NEW | — | 0.3% | +0.3% | 2.3 | 91 | +91 | 1 | — |
| ☆OZK funds › | BANK OZK LITTLE ROCK ARK | NEW | — | 0.3% | +0.3% | 2.2 | 48 | +48 | 1 | — |
| ☆HUN funds › | HUNTSMAN CORP | NEW | — | 0.3% | +0.3% | 2.1 | 160 | +160 | 1 | — |
| ☆BDC funds › | BELDEN INC | NEW | — | 0.3% | +0.3% | 2.1 | 18 | +18 | 1 | — |
| ☆FOUR funds › | SHIFT4 PMTS INC | NEW | — | 0.3% | +0.3% | 2.0 | 46 | +46 | 1 | — |
| ☆CMRC funds › | COMMERCE.COM INC | NEW | — | 0.2% | +0.2% | 1.9 | 714 | +714 | 1 | — |
| ☆VITL funds › | VITAL FARMS INC | NEW | — | 0.2% | +0.2% | 1.9 | 135 | +135 | 1 | — |
| ☆POST funds › | POST HLDGS INC | TRIM | — | 0.2% | -1.1% | 1.9 | 19 | -3,699 | 1 | — |
| ☆CXT funds › | CRANE NXT CO | NEW | — | 0.2% | +0.2% | 1.8 | 45 | +45 | 1 | — |
| ☆NXDR funds › | NEXTDOOR HOLDINGS INC | NEW | — | 0.2% | +0.2% | 1.8 | 1,256 | +1,256 | 1 | — |
| ☆RDNT funds › | RADNET INC | NEW | — | 0.2% | +0.2% | 1.7 | 31 | +31 | 1 | — |
| ☆HAYW funds › | HAYWARD HLDGS INC | NEW | — | 0.2% | +0.2% | 1.5 | 115 | +115 | 1 | — |
| ☆ESTC funds › | ELASTIC N V | EXIT | — | 0.0% | -1.4% | 0.0 | 0 | -4,899 | 0 | — |
| ☆ATI funds › | ATI INC | EXIT | — | 0.0% | -2.6% | 0.0 | 0 | -5,893 | 0 | — |
| ☆WBS funds › | WEBSTER FINL CORP | EXIT | — | 0.0% | -2.7% | 0.0 | 0 | -11,255 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q1 | 772 | 114 | 0.45 | 25% | 0.014 | 0.026 | — | entered |
| 2025Q4 | 27 | 48 | 0.10 | 26% | 0.022 | 0.000 | — | out |
| 2025Q3 | 26 | 48 | 0.53 | 25% | 0.021 | 0.000 | — | left |
| 2025Q2 | 150 | 89 | 0.10 | 21% | 0.014 | 0.115 | — | entered |
| 2025Q1 | 140 | 88 | 0.00 | 22% | 0.015 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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