13F HOLDINGS REPORT
PIPER SANDLER & CO.
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0000724683-25-000006
Total Value
$131.1M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSIGHT ENTERPRISES INC | NSIT | 9,901,000 | $21.1M | 16.11% |
| 2 | NATIONAL VISION HLDGS INC | EYE | 11,630,000 | $11.4M | 8.69% |
| 3 | PEGASYSTEMS INC | PEGA | 10,885,000 | $10.8M | 8.24% |
| 4 | FIVERR INTL LTD | 33835LAA3 | 11,050,000 | $10.5M | 7.99% |
| 5 | I3 VERTICALS LLC | IIIV | 9,550,000 | $9.4M | 7.14% |
| 6 | FIVE9 INC | FIVN | 9,212,000 | $8.9M | 6.82% |
| 7 | HEALTH CATALYST INC | HCAT | 8,790,000 | $8.6M | 6.58% |
| 8 | RINGCENTRAL INC | RNG | 7,063,000 | $7.0M | 5.32% |
| 9 | RWT HLDGS INC | 749772AD1 | 5,885,000 | $5.8M | 4.44% |
| 10 | INTEGRA LIFESCIENCES HLDGS C | IART | 5,500,000 | $5.3M | 4.04% |
| 11 | CHEGG INC | CHGG | 5,000,000 | $4.8M | 3.70% |
| 12 | WIX COM LTD | WIX | 5,000,000 | $4.8M | 3.68% |
| 13 | GUIDEWIRE SOFTWARE INC | GWRE | 2,064,000 | $3.0M | 2.33% |
| 14 | WAYFAIR INC | W | 3,090,000 | $3.0M | 2.26% |
| 15 | LIVONGO HEALTH INC | 539183AA1 | 2,648,000 | $2.6M | 1.98% |
| 16 | PROSPECT CAP CORP | PSEC-PA | 2,544,000 | $2.6M | 1.96% |
| 17 | PACIRA BIOSCIENCES INC | PCRX | 2,154,000 | $2.1M | 1.59% |
| 18 | NEOGENOMICS INC | NEO | 2,000,000 | $2.0M | 1.50% |
| 19 | ARBOR REALTY TRUST INC | ABR-PF | 1,750,000 | $1.7M | 1.33% |
| 20 | NUVASIVE INC | NU | 1,500,000 | $1.5M | 1.13% |
| 21 | EVENTBRITE INC | EVEX-WT | 1,500,000 | $1.5M | 1.12% |
| 22 | MESA LABS INC | 59064RAA7 | 1,500,000 | $1.5M | 1.12% |
| 23 | AFFIRM HLDGS INC | AFRM | 1,000,000 | $901,860 | 0.69% |
| 24 | PAGERDUTY INC | PD | 200,000 | $192,534 | 0.15% |
| 25 | PROFRAC HLDG CORP | ACDC | 8,164 | $63,353 | 0.05% |
| 26 | SHATTUCK LABS INC | STTK | 39,467 | $47,755 | 0.04% |
| 27 | CARTESIAN GROWTH CORP II | REEWF | 402,500 | $30,228 | 0.02% |
| 28 | RENASANT CORP | RNST | 49 | $1,752 | 0.00% |