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Disclosery

13F-HR filed by Sapience Investments, LLC

Sapience Investments, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 89 holding rows worth $149,707,359.

Accession
0001172661-25-003320
Filer
CIK 1682598
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 89 entries on the cover page, a total value of $149,707,359 stated on the cover page (in dollars after the unit check, H1), rows summing to $149,707,359 with VALUE read as dollars as filed, 13F file number 028-17843. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
WEBSTER FINL CORP947890109COM72,545$3,960,957dollars as filed
WINTRUST FINL CORP COM97650W108Stock27,073$3,356,511dollars as filed
SIX FLAGS ENTERTAINMENT CORP COM83001C108Stock101,318$3,083,107dollars as filed
PAPA JOHNS INTL INC698813102COM62,042$3,036,335dollars as filed
POPULAR INC733174700COM NEW26,874$2,961,784dollars as filed
ATI INC COM01741R102Stock34,043$2,939,273dollars as filed
ELFBEAUTYINC26856L103STOK23,568$2,932,802dollars as filed
HEALTHCARE RLTY TR CL A COM42226K105REIT182,771$2,898,748dollars as filed
GLACIER BANCORP INC NEW37637Q105COM66,455$2,862,881dollars as filed
OPENLANE INC48238T109COM113,624$2,778,107dollars as filed
DAVE & BUSTERS ENTMT INC238337109COM92,185$2,772,925dollars as filed
ELANCO ANIMAL HEALTH INC COM28414H103Stock192,017$2,742,003dollars as filed
ACADIA HEALTHCARE COMPANY INC COM00404A109Stock120,845$2,741,973dollars as filed
IDACORP INC451107106COM23,738$2,740,552dollars as filed
KIRBY CORP497266106COM24,133$2,736,924dollars as filed
INTEGRA LIFESCIENCES HLDGS C457985208COM NEW218,992$2,687,032dollars as filed
VICTORIAS SECRET AND CO COMMON STOCK926400102Stock142,070$2,631,136dollars as filed
RADNET INC750491102COM46,198$2,629,128dollars as filed
LINCOLN ELEC HLDGS INC533900106COM12,533$2,598,342dollars as filed
VITAL FARMS INC92847W103COM66,302$2,553,953dollars as filed
AMERIS BANCORP03076K108COM38,131$2,467,076dollars as filed
BANNER CORP06652V208COM NEW38,241$2,453,160dollars as filed
ESAB CORPORATION29605J106COM18,888$2,276,948dollars as filed
COPT DEFENSE PROPERTIES22002T108SHS BEN INT81,847$2,257,340dollars as filed
CACTUS INC127203107CL A51,374$2,246,071dollars as filed
ENPRO INC29355X107COM11,638$2,229,259dollars as filed
NATIONAL VISION HLDGS INC COM63845R107Stock96,573$2,222,145dollars as filed
BELLRING BRANDS INC COMMON STOCK07831C103Stock38,116$2,208,060dollars as filed
VARONIS SYS INC922280102COM42,709$2,167,482dollars as filed
BANK OF N T BUTTERFIELD & SOG0772R208SHS NEW48,324$2,139,787dollars as filed
FRESHWORKS INC CLASS A COM358054104Stock142,640$2,126,762dollars as filed
SHIFT4 PMTS INC CL A82452J109Stock21,028$2,084,085dollars as filed
VIPER ENERGY INC927959106CL A53,973$2,057,990dollars as filed
HANCOCK WHITNEY CORPORATION410120109COM35,530$2,039,422dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock21,397$2,033,999dollars as filed
POST HLDGS INC737446104COM18,147$1,978,567dollars as filed
COMSTOCK RES INC COM205768302Stock70,491$1,950,486dollars as filed
EVERTEC INC30040P103COM53,625$1,933,181dollars as filed
NORTHERN OIL & GAS INC COM665531307Stock66,881$1,896,076dollars as filed
BRADY CORP104674106CL A27,854$1,893,236dollars as filed
ZURN ELKAY WATER SOLNS CORP COM98983L108Stock50,619$1,851,137dollars as filed
ADAPTHEALTH CORP00653Q102COMMON STOCK195,389$1,842,518dollars as filed
ESSENT GROUP LTD COMG3198U102Stock30,322$1,841,455dollars as filed
SEMTECH CORP COM816850101Stock40,170$1,813,274dollars as filed
ASSURED GUARANTY LTD COMG0585R106Stock20,622$1,796,176dollars as filed
INGEVITY CORP COM45688C107Stock41,457$1,786,382dollars as filed
CUSHMAN WAKEFIELD PLCG2717B108SHS158,636$1,756,101dollars as filed
FIRST HAWAIIAN INC32051X108COM70,185$1,751,818dollars as filed
SKYWARD SPECIALTY INS GROUP830940102COM30,163$1,743,120dollars as filed
KILROY REALTY CORP COM49427F108REIT49,317$1,692,066dollars as filed
CRANE NXT CO224441105COM30,734$1,656,563dollars as filed
FORMFACTOR INC COM346375108Stock47,052$1,619,059dollars as filed
BELDEN INC COM077454106Stock13,814$1,599,661dollars as filed
BANK OZK LITTLE ROCK ARK COM06417N103Stock32,988$1,552,415dollars as filed
ATMUS FILTRATION TECHNOLOGIE04956D107COM42,064$1,531,971dollars as filed
COMMERCE.COM INC08975P108COM SER 1303,184$1,515,920dollars as filed
TEREX CORP NEW COM880779103Stock30,924$1,443,842dollars as filed
PORTLAND GEN ELEC CO736508847COM NEW33,318$1,353,710dollars as filed
WEATHERFORD INTL PLC ORD SHSG48833118Stock26,827$1,349,666dollars as filed
HAYWARD HLDGS INC421298100COM95,118$1,312,628dollars as filed
FIRST BUSEY CORP319383204COM NEW52,382$1,198,762dollars as filed
PLYMOUTH INDL REIT INC COM729640102REIT71,106$1,141,962dollars as filed
HUNTSMAN CORP447011107COM106,125$1,105,823dollars as filed
REGAL REXNORD CORPORATION758750103COM4,629$671,020dollars as filed
HASBRO INC COM418056107Stock8,718$643,563dollars as filed
JONES LANG LASALLE INC COM48020Q107Stock2,426$620,522dollars as filed
EAST WEST BANCORP INC COM27579R104Stock6,038$609,717dollars as filed
PERMIAN RESOURCES CORP CLASS A COM71424F105Stock44,582$607,207dollars as filed
AMETEK INC COM031100100Stock3,264$590,653dollars as filed
COHERENT CORP COM19247G107Stock6,194$552,567dollars as filed
APPLIED INDL TECHNOLOGIES INC COM03820C105Stock2,229$518,131dollars as filed
RENAISSANCERE HLDGS LTD COMG7496G103Stock2,106$511,547dollars as filed
NORWEGIAN CRUISE LINE HLDGS LT SHSG66721104Stock25,144$509,920dollars as filed
SMURFIT WESTROCK PLC SHSG8267P108Stock11,811$509,645dollars as filed
ELASTIC N V ORD SHSN14506104Stock5,943$501,173dollars as filed
CORPAY INC COM SHS219948106Stock1,508$500,385dollars as filed
WABTEC COM929740108Stock2,384$499,090dollars as filed
AVANTOR INC COM05352A100Stock36,190$487,117dollars as filed
EQT CORP COM26884L109Stock8,296$483,823dollars as filed
BRIXMOR PPTY GROUP INC11120U105COM18,568$483,511dollars as filed
FLEX LTD ORDY2573F102Stock9,600$479,232dollars as filed
SILGAN HLDGS INC827048109COM8,808$477,217dollars as filed
TWILIO INC CL A90138F102Stock3,761$467,718dollars as filed
AIR LEASE CORP00912X302CL A7,986$467,101dollars as filed
ENCOMPASS HEALTH CORP COM29261A100Stock3,803$466,362dollars as filed
SENTINELONE INC81730H109CL A24,140$441,279dollars as filed
OKTAINCCLASSA679295105STOK4,028$402,679dollars as filed
NORDSON CORP655663102COM1,744$373,861dollars as filed
CHART INDS INC16115Q308COM1,644$270,685dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-003320this filing2025-08-14acceptance time not in the bulk data set