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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

GENEVA CAPITAL MANAGEMENT LLC

Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001009232-26-000002

Total Value
$5.32B
Positions
257
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (257)

#IssuerTicker / CUSIPSharesValue% of Filing
1RBC Bearings IncRBC358,971$161.0M3.02%
2Construction Partners Inc.ROAD1,255,281$136.3M2.56%
3ExlService Holdings Inc.EXLS3,189,877$135.4M2.54%
4Globus Med IncGMED1,309,717$114.4M2.15%
5ESCO Technologies Inc.ESE537,788$105.1M1.97%
6Aaon IncAAON1,284,783$98.0M1.84%
7Texas Roadhouse IncTXRH583,003$96.8M1.82%
8Balchem CorpBCPC629,936$96.6M1.81%
9Onto Innovation Inc.ONTO573,843$90.6M1.70%
10Descartes Systems Group Inc.249906108987,347$86.6M1.63%
11Casella Waste Systems, Inc.CWST866,087$84.8M1.59%
12Kinsale Capital Group Inc49714P108213,028$83.3M1.57%
13Exponent IncEXPO1,196,614$83.1M1.56%
14Ollies Bargain Outlet Holdings Inc.681116109716,063$78.5M1.47%
15Novanta IncNOVTU623,032$74.1M1.39%
16Tyler Technologies Inc.TYL158,239$71.8M1.35%
17Healthequity IncHQY775,095$71.0M1.33%
18Repligen CorporationRGEN393,480$64.5M1.21%
19RBC Bearings IncRBC143,372$64.3M1.21%
20Bright Horizons Family Solutions Inc Del109194100596,578$60.5M1.14%
21Construction Partners Inc.ROAD546,104$59.3M1.11%
22Agilysys IncAGYS498,528$59.2M1.11%
23Siteone Landscape Supply IncSITE462,659$57.6M1.08%
24SPX Technologies, Inc.SPXC288,004$57.6M1.08%
25ExlService Holdings Inc.EXLS1,294,687$54.9M1.03%
26Eplus IncPLUS562,974$49.4M0.93%
27ESCO Technologies Inc.ESE250,437$48.9M0.92%
28Globus Med IncGMED555,636$48.5M0.91%
29Blackbaud IncBLKB742,749$47.0M0.88%
30Digi International Inc.2537981021,055,163$45.7M0.86%
31Texas Roadhouse IncTXRH273,709$45.4M0.85%
32Lemaitre Vascular Inc.LMAT557,484$45.2M0.85%
33Vericel CorporationVCEL1,250,487$45.0M0.85%
34Bio-Techne CorpTECH763,777$44.9M0.84%
35Keysight Technologies, Inc.KEYS220,555$44.8M0.84%
36FirstService Corp.FSV282,004$43.9M0.82%
37MACOM Technology Solutions Holdings Inc.55405Y100254,776$43.6M0.82%
38Alarm.com Holdings Inc.ALRM786,692$40.1M0.75%
39Rollins IncROL667,615$40.1M0.75%
40Aaon IncAAON523,138$39.9M0.75%
41Donaldson Co IncDCI449,222$39.8M0.75%
42Casella Waste Systems, Inc.CWST399,237$39.1M0.73%
43Balchem CorpBCPC254,323$39.0M0.73%
44Axos Financial IncAX451,320$38.9M0.73%
45Onto Innovation Inc.ONTO245,945$38.8M0.73%
46Vertex IncVERX1,849,678$36.9M0.69%
47Descartes Systems Group Inc.249906108411,911$36.1M0.68%
48Kinsale Capital Group Inc49714P10887,846$34.4M0.65%
49Dorman Products Inc.258278100277,171$34.1M0.64%
50Axon Enterprise IncAXON58,838$33.4M0.63%
51Exponent IncEXPO480,826$33.4M0.63%
52Amphenol Corporation032095101241,226$32.6M0.61%
53Certara IncCERT3,678,034$32.4M0.61%
54WD-40 Co.WDFC163,020$32.1M0.60%
55Valvoline IncVVV1,104,200$32.1M0.60%
56Ollies Bargain Outlet Holdings Inc.681116109291,588$32.0M0.60%
57Blackline IncBL565,498$31.3M0.59%
58Novanta IncNOVTU262,443$31.2M0.59%
59Healthequity IncHQY321,945$29.5M0.55%
60Burlington Stores Inc.BURL100,866$29.1M0.55%
61I3 Verticals INCIIIV1,146,344$28.9M0.54%
62Monolithic Power Systems Inc.60983910531,614$28.7M0.54%
63Hamilton Lane IncHLNE212,015$28.5M0.53%
64O'Reilly Automotive Inc.67103H107311,559$28.4M0.53%
65Bright Horizons Family Solutions Inc Del109194100278,395$28.2M0.53%
66Heico CorpHEI-A111,778$28.2M0.53%
67Advanced Drainage System Inc00790R104194,217$28.1M0.53%
68J&J Snack Foods CorpJJSF309,350$28.0M0.53%
69Agilysys IncAGYS233,489$27.7M0.52%
70Option Care Health IncOPCH843,810$26.9M0.51%
71Siteone Landscape Supply IncSITE215,461$26.8M0.50%
72SPX Technologies, Inc.SPXC133,189$26.6M0.50%
73Tyler Technologies Inc.TYL56,371$25.6M0.48%
74Repligen CorporationRGEN146,520$24.0M0.45%
75Copart IncCPRT592,787$23.2M0.44%
76Eplus IncPLUS260,565$22.9M0.43%
77Costar Group IncCSGP334,339$22.5M0.42%
78Blackbaud IncBLKB347,202$22.0M0.41%
79UFP Technologies Inc.UFPT97,354$21.6M0.41%
80Palomar Holdings IncPLMR158,513$21.4M0.40%
81Ryan Specialty Holdings IncRYAN413,332$21.3M0.40%
82Digi International Inc.253798102488,172$21.1M0.40%
83Lemaitre Vascular Inc.LMAT257,199$20.9M0.39%
84Vericel CorporationVCEL576,238$20.8M0.39%
85FirstService Corp.FSV132,944$20.7M0.39%
86Cadence Design Systems, Inc.CDNS65,410$20.4M0.38%
87MACOM Technology Solutions Holdings Inc.55405Y100117,783$20.2M0.38%
88ISHARES TR46428764861,898$20.0M0.38%
89IDEXX Laboratories Inc.45168D10428,919$19.6M0.37%
90Church & Dwight Co Inc.CHD229,255$19.2M0.36%
91Trex Company, Inc.TREX544,841$19.1M0.36%
92Steris PLCSTE74,017$18.8M0.35%
93Alarm.com Holdings Inc.ALRM367,661$18.8M0.35%
94Donaldson Co IncDCI207,336$18.4M0.35%
95Axos Financial IncAX208,539$18.0M0.34%
96Verisk Analytics, Inc.VRSK79,210$17.7M0.33%
97Bio-Techne CorpTECH290,794$17.1M0.32%
98SPS Commerce IncSPSC188,307$16.8M0.32%
99Loar Holdings IncLOAR244,764$16.6M0.31%
100Watsco IncWSO-B49,281$16.6M0.31%
101Intuit IncINTU24,287$16.1M0.30%
102Pool CorporationPOOL70,296$16.1M0.30%
103Valvoline IncVVV550,704$16.0M0.30%
104Dorman Products Inc.258278100128,162$15.8M0.30%
105Vertex IncVERX769,967$15.4M0.29%
106Intercontinental Exchange Inc45866F10494,900$15.4M0.29%
107Hubspot IncHUBS38,280$15.4M0.29%
108EPAM Systems Inc.EPAM73,301$15.0M0.28%
109WD-40 Co.WDFC74,884$14.7M0.28%
110Marten Transport Ltd.MRTN1,274,994$14.5M0.27%
111Blackline IncBL260,364$14.4M0.27%
112Broadridge Financial Solutions Inc.11133T10364,098$14.3M0.27%
113Certara IncCERT1,592,906$14.0M0.26%
114CBIZ Inc.CBZ271,699$13.7M0.26%
115I3 Verticals INCIIIV536,137$13.5M0.25%
116Biolife Solutions Inc.BLFS552,130$13.4M0.25%
117J&J Snack Foods CorpJJSF146,693$13.3M0.25%
118Hamilton Lane IncHLNE98,334$13.2M0.25%
119Raymond James Financial Inc.75473010978,369$12.6M0.24%
120Amphenol Corporation03209510192,998$12.6M0.24%
121Roper Technologies IncROP28,092$12.5M0.23%
122Option Care Health IncOPCH391,166$12.5M0.23%
123Idex Corporation45167R10468,619$12.2M0.23%
124Vulcan Materials Company92916010941,368$11.8M0.22%
125Heico CorpHEI-A44,943$11.3M0.21%
126O'Reilly Automotive Inc.67103H107123,275$11.2M0.21%
127Fair Isaac CorporationFICO6,538$11.1M0.21%
128Keysight Technologies, Inc.KEYS52,130$10.6M0.20%
129Azenta IncAZTA317,655$10.6M0.20%
130Datadog IncDDOG76,758$10.4M0.20%
131Gartner Inc.IT40,959$10.3M0.19%
132Rollins IncROL172,034$10.3M0.19%
133Ulta Beauty IncULTA16,602$10.0M0.19%
134UFP Technologies Inc.UFPT44,906$10.0M0.19%
135Palomar Holdings IncPLMR72,986$9.8M0.18%
136Mesa Laboratories Inc.59064R109122,303$9.6M0.18%
137Axon Enterprise IncAXON16,406$9.3M0.18%
138Trex Company, Inc.TREX255,997$9.0M0.17%
139ISHARES TR46428748164,663$8.9M0.17%
140Cadence Design Systems, Inc.CDNS28,111$8.8M0.17%
141WillScot Holdings CorporationWSC450,049$8.5M0.16%
142IDEXX Laboratories Inc.45168D10412,351$8.4M0.16%
143SPS Commerce IncSPSC93,047$8.3M0.16%
144Old Dominion Freight Line Inc.ODFL50,976$8.0M0.15%
145Loar Holdings IncLOAR113,303$7.7M0.14%
146Steris PLCSTE30,148$7.6M0.14%
147Verisk Analytics, Inc.VRSK32,096$7.2M0.13%
148Burlington Stores Inc.BURL23,390$6.8M0.13%
149Marten Transport Ltd.MRTN593,573$6.8M0.13%
150Intercontinental Exchange Inc45866F10440,495$6.6M0.12%
151Advanced Drainage System Inc00790R10444,933$6.5M0.12%
152CBIZ Inc.CBZ127,928$6.5M0.12%
153Monolithic Power Systems Inc.6098391056,830$6.2M0.12%
154Broadridge Financial Solutions Inc.11133T10327,338$6.1M0.11%
155Copart IncCPRT155,447$6.1M0.11%
156Biolife Solutions Inc.BLFS251,408$6.1M0.11%
157RBC Bearings IncRBC13,471$6.0M0.11%
158DexCom IncDXCM90,910$6.0M0.11%
159API Group CorpAPG152,320$5.8M0.11%
160Intuit IncINTU8,764$5.8M0.11%
161The Cooper Companies, Inc.21664850168,832$5.6M0.11%
162Trimble IncTRMB69,670$5.5M0.10%
163Roper Technologies IncROP12,246$5.5M0.10%
164Idex Corporation45167R10429,463$5.2M0.10%
165Vulcan Materials Company92916010917,763$5.1M0.10%
166Keysight Technologies, Inc.KEYS24,893$5.1M0.10%
167Costar Group IncCSGP74,171$5.0M0.09%
168ExlService Holdings Inc.EXLS117,317$5.0M0.09%
169Ryan Specialty Holdings IncRYAN94,950$4.9M0.09%
170SS&C Technologies Holdings Inc.SSNC55,953$4.9M0.09%
171Azenta IncAZTA145,753$4.8M0.09%
172Veeva Systems IncVEEV21,049$4.7M0.09%
173Datadog IncDDOG33,204$4.5M0.08%
174Rollins IncROL75,203$4.5M0.08%
175Gartner Inc.IT17,689$4.5M0.08%
176Hubspot IncHUBS11,048$4.4M0.08%
177Mesa Laboratories Inc.59064R10956,410$4.4M0.08%
178Raymond James Financial Inc.75473010927,342$4.4M0.08%
179Church & Dwight Co Inc.CHD52,353$4.4M0.08%
180Watsco IncWSO-B12,004$4.0M0.08%
181WillScot Holdings CorporationWSC213,276$4.0M0.08%
182Pool CorporationPOOL17,450$4.0M0.07%
183Monolithic Power Systems Inc.6098391054,403$4.0M0.07%
184Tyler Technologies Inc.TYL8,545$3.9M0.07%
185Old Dominion Freight Line Inc.ODFL24,721$3.9M0.07%
186MarketAxess Holdings Inc.MKTX21,299$3.9M0.07%
187Bentley Systems IncorporatedBSY100,485$3.8M0.07%
188Repligen CorporationRGEN22,975$3.8M0.07%
189Burlington Stores Inc.BURL12,991$3.8M0.07%
190EPAM Systems Inc.EPAM17,875$3.7M0.07%
191Advanced Drainage System Inc00790R10425,155$3.6M0.07%
192Ulta Beauty IncULTA5,994$3.6M0.07%
193Balchem CorpBCPC23,542$3.6M0.07%
194Axon Enterprise IncAXON6,278$3.6M0.07%
195Exponent IncEXPO49,961$3.5M0.07%
196The TJX Companies Inc.87254010922,127$3.4M0.06%
197Alphabet Inc.GOOG10,856$3.4M0.06%
198Globus Med IncGMED36,621$3.2M0.06%
199Aaon IncAAON41,722$3.2M0.06%
200UL Solutions Inc.ULS38,557$3.0M0.06%
201Microsoft Corp.MSFT6,273$3.0M0.06%
202Align Technology Inc.ALGN19,382$3.0M0.06%
203DexCom IncDXCM44,020$2.9M0.05%
204Ollies Bargain Outlet Holdings Inc.68111610926,114$2.9M0.05%
205Thermo Fisher Scientific IncTMO4,931$2.9M0.05%
206Costar Group IncCSGP42,289$2.8M0.05%
207Ryan Specialty Holdings IncRYAN54,975$2.8M0.05%
208Fair Isaac CorporationFICO1,657$2.8M0.05%
209Kinsale Capital Group Inc49714P1087,150$2.8M0.05%
210Freshpet IncFRPT44,186$2.7M0.05%
211Marvell Technology IncMRVL31,160$2.6M0.05%
212Descartes Systems Group Inc.24990610830,168$2.6M0.05%
213Walmart IncWMT23,285$2.6M0.05%
214Church & Dwight Co Inc.CHD30,909$2.6M0.05%
215Costco Wholesale Corporation22160K1052,958$2.6M0.05%
216API Group CorpAPG66,060$2.5M0.05%
217Visa IncV7,195$2.5M0.05%
218The Cooper Companies, Inc.21664850129,765$2.4M0.05%
219Copart IncCPRT59,640$2.3M0.04%
220Trimble IncTRMB29,669$2.3M0.04%
221Intuitive Surgical Inc.ISRG3,921$2.2M0.04%
222Fortune Brands Innovations IncFBIN44,345$2.2M0.04%
223Construction Partners Inc.ROAD19,749$2.1M0.04%
224Bio-Techne CorpTECH35,924$2.1M0.04%
225Watsco IncWSO-B6,234$2.1M0.04%
226Veeva Systems IncVEEV9,407$2.1M0.04%
227Novanta IncNOVTU17,613$2.1M0.04%
228SS&C Technologies Holdings Inc.SSNC23,679$2.1M0.04%
229Pool CorporationPOOL8,981$2.1M0.04%
230Danaher Corporation2358511028,766$2.0M0.04%
231Bentley Systems IncorporatedBSY52,154$2.0M0.04%
232Healthequity IncHQY21,536$2.0M0.04%
233EPAM Systems Inc.EPAM9,373$1.9M0.04%
234Lowes Companies, Inc.5486611077,662$1.8M0.03%
235Generac Holdings Inc.GNRC13,458$1.8M0.03%
236Onto Innovation Inc.ONTO11,553$1.8M0.03%
237Vertex IncVERX90,854$1.8M0.03%
238Ecolab Inc.ECL6,619$1.7M0.03%
239S&P Global IncSPGI3,296$1.7M0.03%
240Charles River Laboratories International, Inc.1598641078,497$1.7M0.03%
241Motorola Solutions IncMSI4,368$1.7M0.03%
242Vanguard Index Funds9229085955,515$1.7M0.03%
243Hubspot IncHUBS4,098$1.6M0.03%
244Cognex CorpCGNX45,079$1.6M0.03%
245Edwards Lifesciences CorporationEW17,152$1.5M0.03%
246UL Solutions Inc.ULS17,451$1.4M0.03%
247Align Technology Inc.ALGN8,761$1.4M0.03%
248Freshpet IncFRPT21,374$1.3M0.02%
249Salesforce Inc.CRM4,765$1.3M0.02%
250Certara IncCERT140,772$1.2M0.02%
251MarketAxess Holdings Inc.MKTX6,147$1.1M0.02%
252Veralto Corp.VLTO10,978$1.1M0.02%
253Fortune Brands Innovations IncFBIN18,528$926,7710.02%
254Generac Holdings Inc.GNRC5,970$814,1290.02%
255Charles River Laboratories International, Inc.1598641073,659$729,8970.01%
256Cognex CorpCGNX19,220$691,5360.01%
257iShare Trust4642876062,582$250,1890.00%