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GENEVA CAPITAL MANAGEMENT LLC

Q4 2025 13F Holdings

  • Location
    milwaukee, WI
  • Num holdings

    123

  • Value ($000)

    $5,323,305

  • Date Filed
    02/12/2026
  • Form type
    13F-HR
  • CIK
    0001009232
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
R
RBC

RBC Bearings Inc

COMMON-STOCK
75524B104
$231.31M
4 %

515,814

R
ROAD

Construction Partners Inc.

COMMON-STOCK
21044C107
$197.68M
4 %

1,821,134

E
EXLS

ExlService Holdings Inc.

COMMON-STOCK
302081104
$195.3M
4 %

4,601,881

G
GMED

Globus Med Inc

COMMON-STOCK
379577208
$166.06M
3 %

1,901,974

E
ESE

ESCO Technologies Inc.

COMMON-STOCK
296315104
$154.01M
3 %

788,225

---

Texas Roadhouse Inc

COMMON-STOCK
882681109
$142.21M
3 %

856,712

A
AAON

Aaon Inc

COMMON-STOCK
000360206
$141.04M
3 %

1,849,643

B
BCPC

Balchem Corp

COMMON-STOCK
057665200
$139.22M
3 %

907,801

O
ONTO

Onto Innovation Inc.

COMMON-STOCK
683344105
$131.24M
3 %

831,341

D
DSG

Descartes Systems Group Inc.

COMMON-STOCK
249906108
$125.3M
2 %

1,429,426

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