13F HOLDINGS REPORT
Bares Capital Management, Inc.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001340807-25-000009
Total Value
$1.08B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Pegasystems Inc | PEGA | 3,380,345 | $194.4M | 17.93% |
| 2 | Block Inc | BSQKZ | 1,991,847 | $144.0M | 13.28% |
| 3 | Workday Inc. | WDAY | 593,755 | $142.9M | 13.19% |
| 4 | Interactive Brokers Group Inc | 45841N107 | 2,060,589 | $141.8M | 13.08% |
| 5 | CoStar Group | CSGP | 1,226,251 | $103.5M | 9.54% |
| 6 | Etsy Inc | ETSY | 1,425,825 | $94.7M | 8.73% |
| 7 | Align Technology Inc. | ALGN | 609,722 | $76.3M | 7.04% |
| 8 | Wayfair Inc | W | 672,486 | $60.1M | 5.54% |
| 9 | Medpace Holdings, Inc. | MEDP | 111,507 | $57.3M | 5.29% |
| 10 | Globus Medical Inc Class A | GMED | 521,129 | $29.8M | 2.75% |
| 11 | Veeva Systems Inc. | VEEV | 73,360 | $21.9M | 2.02% |
| 12 | Onto Innovation Inc. | ONTO | 75,450 | $9.7M | 0.90% |
| 13 | Middleby Corp | MIDD | 54,625 | $7.3M | 0.67% |
| 14 | Amphenol Corporation Class A | 032095101 | 353 | $43,684 | 0.00% |
| 15 | StoneX Group Inc | SNEX | 402 | $40,570 | 0.00% |
| 16 | HEICO Corporation Class A | HEI-A | 122 | $30,999 | 0.00% |
| 17 | APi Group Corporation | APG | 877 | $30,142 | 0.00% |
| 18 | AMETEK Inc | AME | 152 | $28,576 | 0.00% |
| 19 | Brown & Brown Inc | BRO | 259 | $24,292 | 0.00% |
| 20 | Ferguson Enterprises Inc. | FERG | 103 | $23,132 | 0.00% |
| 21 | Watsco Inc | WSO-B | 45 | $18,194 | 0.00% |
| 22 | Moody`s Corporation | MCO | 34 | $16,200 | 0.00% |
| 23 | Tyler Technologies, Inc. | TYL | 28 | $14,648 | 0.00% |
| 24 | Verisk Analytics Inc. | VRSK | 58 | $14,588 | 0.00% |