Sapience Investments, LLC
CIK 1682598 · View on SEC EDGAR ↗
- Portfolio value
- $772K
- Positions
- 114
- As of
- March 31, 2026 Data as of Q1 2026
#9,195 of 9,443 by 13F value · top 97.4%
Portfolio value QoQ: -97.1% 13F does not disclose cash
- Top 10 holdings weight
- 25.25%
- Top 25 holdings weight
- 50.46%
- Positions above 1%
- 28
- Effective number of positions
- 70.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 2.37% Est. buys $323,578 · sells $26,353,237
Median holding: 6.0 quarters Tracked Q4 2024–Q1 2026 · 85.1% still held
- New positions
- 69
- Increased
- 0
- Decreased
- 45
- Closed
- 3
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +12.3% · S&P 500: +9.2%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 96.6% · Options excluded: 0.0%
Sector breakdown
Industrials
21.3%
Financials
14.6%
Health Care
13.9%
Consumer Discretionary
7.4%
Technology
7.4%
Energy
6.1%
Real Estate
5.4%
Consumer products
5.1%
Financial Services
4.7%
Retail
3.3%
Packaging
2.4%
Utilities
2.4%
Communication Services
2.3%
Materials
1.6%
Consumer Staples
1.3%
Communications
0.7%
Full portfolio 114 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| COHR Coherent Corp. Common Stock | $23,583 | 3.06% | 99 | $-571,286 | Down ×2 | ||
| RRX Regal Rexnord Corporation Common Stock | $23,033 | 2.98% | 123 | $-623,562 | Down ×4 | ||
| OPLN OPENLANE, Inc. Common Stock | $21,892 | 2.84% | 751 | $-649,141 | Down ×1 | ||
| WTFC Wintrust Financial Corporation - Common Stock | $18,896 | 2.45% | 136 | $-641,893 | Down ×1 | ||
| ACHC Acadia Healthcare Company, Inc. - Common Stock | $18,408 | 2.38% | 787 | $-370,724 | Down ×1 | ||
| KEX Kirby Corporation Common Stock | $18,072 | 2.34% | 136 | $-623,065 | Down ×4 | ||
| IART Integra LifeSciences Holdings Corporation - Common Stock | $18,030 | 2.34% | 1,914 | $-570,454 | Down ×1 | ||
| FUN Six Flags Entertainment Corporation Common Stock New | $17,945 | 2.32% | 1,011 | ||||
| BRBR BellRing Brands, Inc. Common Stock | $17,779 | 2.30% | 1,105 | $-561,540 | Down ×1 | ||
| GBCI Glacier Bancorp, Inc. Common Stock | $17,287 | 2.24% | 387 | $-512,282 | Down ×3 | ||
| PR Permian Resources Corporation Class A Common Stock | $16,225 | 2.10% | 761 | $-606,946 | Down ×3 | ||
| ALGN Align Technology, Inc. - Common Stock | $15,943 | 2.07% | 93 | $-635,203 | Down ×1 | ||
| ELF e.l.f. Beauty, Inc. Common Stock | $15,880 | 2.06% | 262 | $-696,615 | Down ×1 | ||
| RNR RenaissanceRe Holdings Ltd. Common Stock | $14,267 | 1.85% | 48 | $-576,450 | Down ×1 | ||
| AME AMETEK, Inc. | $14,148 | 1.83% | 66 | $-653,725 | Down ×3 | ||
| PZZA Papa John's International, Inc. - Common Stock | $13,839 | 1.79% | 427 | $-518,324 | Down ×1 | ||
| JLL Jones Lang LaSalle Incorporated Common Stock | $13,694 | 1.77% | 45 | $-655,208 | Down ×3 | ||
| AVTR Avantor, Inc. Common Stock | $13,461 | 1.74% | 1,717 | $-633,341 | Down ×1 | ||
| ENTG Entegris, Inc. - Common Stock | $12,896 | 1.67% | 110 | Up ×1 | |||
| SW Smurfit WestRock plc Ordinary Shares | $12,672 | 1.64% | 318 | $-648,624 | Down ×1 | ||
| TWLO Twilio Inc. Class A Common Stock | $11,072 | 1.43% | 88 | $-664,426 | Down ×2 | ||
| C Citigroup, Inc. Common Stock | $10,774 | 1.40% | 95 | Up ×1 | |||
| NCLH Norwegian Cruise Line Holdings Ltd. Ordinary Shares | $10,753 | 1.39% | 575 | $-732,213 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $9,501 | 1.23% | 56 | Up ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $9,466 | 1.23% | 33 | Up ×1 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $8,834 | 1.14% | 94 | Up ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $8,825 | 1.14% | 30 | Up ×1 | |||
| IDA IDACORP, Inc. Common Stock | $8,292 | 1.07% | 58 | $-531,866 | Down ×5 | ||
| BPOP Popular, Inc. - Common Stock | $7,648 | 0.99% | 57 | $-556,054 | Down ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $7,498 | 0.97% | 36 | Up ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $7,338 | 0.95% | 79 | Up ×1 | |||
| BN Brookfield Corporation Class A Limited Voting Shares | $7,325 | 0.95% | 181 | Up ×1 | |||
| HR Healthcare Realty Trust Incorporated Common Stock | $7,323 | 0.95% | 431 | $-485,414 | Down ×5 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $7,289 | 0.94% | 124 | Up ×1 | |||
| TGT Target Corporation Common Stock | $7,151 | 0.93% | 59 | Up ×1 | |||
| SMTC Semtech Corporation - Common Stock | $6,997 | 0.91% | 91 | ||||
| LECO Lincoln Electric Holdings, Inc. - Common Shares | $6,974 | 0.90% | 28 | $-506,335 | Down ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $6,866 | 0.89% | 12 | Up ×1 | |||
| CDP COPT Defense Properties Common Shares of Beneficial Interest | $6,824 | 0.88% | 223 | $-438,921 | Down ×3 | ||
| PLD Prologis, Inc. Common Stock | $6,741 | 0.87% | 51 | Up ×1 | |||
| CCL Carnival Corporation Common Stock | $6,729 | 0.87% | 260 | Up ×1 | |||
| WFRD Weatherford International plc - Ordinary shares | $6,337 | 0.82% | 67 | ||||
| PEP PepsiCo, Inc. - Common Stock | $6,212 | 0.80% | 40 | Up ×1 | |||
| SLGN Silgan Holdings Inc. Common Stock | $6,208 | 0.80% | 160 | $-527,887 | Down ×1 | ||
| HCA HCA Healthcare, Inc. Common Stock | $6,152 | 0.80% | 13 | Up ×1 | |||
| V Visa Inc. | $6,045 | 0.78% | 20 | Up ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $6,044 | 0.78% | 10 | Up ×1 | |||
| EYE National Vision Holdings, Inc. - Common Stock | $5,931 | 0.77% | 229 | $-406,466 | Down ×5 | ||
| CP Canadian Pacific Kansas City Limited Common Shares | $5,900 | 0.76% | 75 | Up ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $5,898 | 0.76% | 12 | Up ×1 | |||
| AIG American International Group, Inc. New Common Stock | $5,870 | 0.76% | 78 | Up ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $5,553 | 0.72% | 15 | Up ×1 | |||
| ESNT Essent Group Ltd. Common Shares | $5,493 | 0.71% | 94 | $-506,916 | Down ×5 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $5,412 | 0.70% | 95 | Up ×1 | |||
| AAOI Applied Optoelectronics, Inc. - Common Stock | $5,160 | 0.67% | 61 | Up ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $5,141 | 0.67% | 19 | Up ×1 | |||
| WAB Westinghouse Air Brake Technologies Corporation Common Stock | $4,998 | 0.65% | 20 | $-585,618 | Down ×2 | ||
| ELAN Elanco Animal Health Incorporated Common Stock | $4,714 | 0.61% | 197 | $-479,274 | Down ×4 | ||
| FLEX Flex Ltd. - Ordinary Shares | $4,713 | 0.61% | 72 | $-376,658 | Down ×5 | ||
| EWBC East West Bancorp, Inc. - Common Stock | $4,697 | 0.61% | 44 | $-620,191 | Down ×1 | ||
| UCTT Ultra Clean Holdings, Inc. - Common Stock | $4,601 | 0.60% | 74 | ||||
| NDSN Nordson Corporation - Common Stock | $4,257 | 0.55% | 16 | $-550,896 | Down ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $4,250 | 0.55% | 33 | Up ×1 | |||
| IEX IDEX Corporation Common Stock | $4,170 | 0.54% | 22 | Up ×1 | |||
| CPAY Corpay, Inc. Common Stock | $4,074 | 0.53% | 14 | $-613,434 | Down ×1 | ||
| PLAY Dave & Buster's Entertainment, Inc. - Common Stock | $4,061 | 0.53% | 375 | $-416,751 | Down ×1 | ||
| HAS Hasbro, Inc. - Common Stock | $4,025 | 0.52% | 43 | $-556,035 | Down ×5 | ||
| SKWD Skyward Specialty Insurance Group, Inc. - Common Stock | $4,019 | 0.52% | 92 | ||||
| VNOM Viper Energy, Inc. - Class A Common Stock | $3,947 | 0.51% | 84 | $-388,843 | Down ×2 | ||
| BRX Brixmor Property Group Inc. Common Stock | $3,773 | 0.49% | 131 | $-481,113 | Down ×5 | ||
| ESAB ESAB Corporation Common Stock | $3,770 | 0.49% | 39 | ||||
| AIT Applied Industrial Technologies, Inc. Common Stock | $3,714 | 0.48% | 14 | $-503,664 | Down ×3 | ||
| EQT EQT Corporation Common Stock | $3,691 | 0.48% | 58 | $-439,259 | Down ×5 | ||
| OKTA Okta, Inc. - Class A Common Stock | $3,463 | 0.45% | 44 | $-421,191 | Down ×2 | ||
| ITGR Integer Holdings Corporation Common Stock | $3,344 | 0.43% | 38 | Up ×1 | |||
| BRC Brady Corporation Common Stock | $3,331 | 0.43% | 41 | ||||
| NPO Enpro Inc. Common Stock | $3,258 | 0.42% | 13 | ||||
| POR Portland General Electric Co Common Stock | $3,219 | 0.42% | 61 | ||||
| ABCB Ameris Bancorp Common Stock | $3,120 | 0.40% | 40 | ||||
| VRNS Varonis Systems, Inc. - Common Stock | $3,113 | 0.40% | 145 | $-506,402 | Down ×1 | ||
| COHU Cohu, Inc. - Common Stock | $3,031 | 0.39% | 99 | Up ×1 | |||
| COO The Cooper Companies, Inc. - Common Stock | $3,003 | 0.39% | 42 | $-487,036 | Down ×2 | ||
| ALHC Alignment Healthcare, Inc. - Common Stock | $2,995 | 0.39% | 170 | Up ×1 | |||
| CWK Cushman & Wakefield Ltd. Common Shares | $2,979 | 0.39% | 243 | Up ×1 | |||
| ICUI ICU Medical, Inc. - Common Stock | $2,970 | 0.38% | 23 | Up ×1 | |||
| BANR Banner Corporation - Common Stock | $2,913 | 0.38% | 48 | ||||
| NTB Bank of N.T. Butterfield & Son Limited (The) Voting Ordinary Shares | $2,834 | 0.37% | 54 | ||||
| CRK Comstock Resources, Inc. Common Stock | $2,825 | 0.37% | 134 | ||||
| ATMU Atmus Filtration Technologies Inc. Common Stock | $2,782 | 0.36% | 49 | ||||
| XRAY DENTSPLY SIRONA Inc. - Common Stock | $2,726 | 0.35% | 235 | Up ×1 | |||
| EVTC Evertec, Inc. Common Stock | $2,709 | 0.35% | 96 | ||||
| VSCO Victorias Secret & Co. Common Stock | $2,643 | 0.34% | 57 | ||||
| EHC Encompass Health Corporation Common Stock | $2,612 | 0.34% | 27 | $-400,295 | Down ×5 | ||
| NGVT Ingevity Corporation Common Stock | $2,564 | 0.33% | 36 | ||||
| HWC Hancock Whitney Corporation - Common Stock | $2,544 | 0.33% | 40 | ||||
| CWH Camping World Holdings, Inc. Class A Common Stock | $2,493 | 0.32% | 365 | Up ×1 | |||
| AGO Assured Guaranty Ltd. Common Stock | $2,444 | 0.32% | 30 | ||||
| FHB First Hawaiian, Inc. - Common Stock | $2,415 | 0.31% | 98 | ||||
| ZWS Zurn Elkay Water Solutions Corporation Common Stock | $2,377 | 0.31% | 53 | ||||
| NOG Northern Oil and Gas, Inc. Common Stock | $2,338 | 0.30% | 80 | ||||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| FUN | $17,945 | 1,011 | 2.32% |
| ENTG | $12,896 | 110 | 1.67% |
| C | $10,774 | 95 | 1.40% |
| XOM | $9,501 | 56 | 1.23% |
| GOOG | $9,466 | 33 | 1.23% |
| SCHW | $8,834 | 94 | 1.14% |
| JPM | $8,825 | 30 | 1.14% |
| AMZN | $7,498 | 36 | 0.97% |
| NEE | $7,338 | 79 | 0.95% |
| BN | $7,325 | 181 | 0.95% |
| FCX | $7,289 | 124 | 0.94% |
| TGT | $7,151 | 59 | 0.93% |
| SMTC | $6,997 | 91 | 0.91% |
| META | $6,866 | 12 | 0.89% |
| PLD | $6,741 | 51 | 0.87% |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FUN | Sept. 30, 2025 | 101,318 | $3,083,107 | -25.6% |
| RDNT | Sept. 30, 2025 | 46,198 | $2,629,128 | -0.1% |
| VITL | Sept. 30, 2025 | 66,302 | $2,553,953 | -74.0% |
| USFD | March 31, 2025 | 37,436 | $2,525,433 | 66.0% |
| ABCB | Sept. 30, 2025 | 38,131 | $2,467,076 | 18.5% |
| BANR | Sept. 30, 2025 | 38,241 | $2,453,160 | 9.8% |
| ESAB | Sept. 30, 2025 | 18,888 | $2,276,948 | -30.4% |
| WHD | Sept. 30, 2025 | 51,374 | $2,246,071 | 77.1% |
| NPO | Sept. 30, 2025 | 11,638 | $2,229,259 | 39.3% |
| VRNS | Sept. 30, 2025 | 42,709 | $2,167,482 | -30.1% |
| NTB | Sept. 30, 2025 | 48,324 | $2,139,787 | 37.9% |
| FRSH | Sept. 30, 2025 | 142,640 | $2,126,762 | 8.5% |
| FOUR | Sept. 30, 2025 | 21,028 | $2,084,085 | -39.0% |
| VNOMXXXX | Sept. 30, 2025 | 53,973 | $2,057,990 | No longer tracked |
| HWC | Sept. 30, 2025 | 35,530 | $2,039,422 | 21.5% |
| LITE | Sept. 30, 2025 | 21,397 | $2,033,999 | 465.6% |
| THS | March 31, 2025 | 57,161 | $2,008,066 | No longer tracked |
| CRK | Sept. 30, 2025 | 70,491 | $1,950,486 | -29.9% |
| EVTC | Sept. 30, 2025 | 53,625 | $1,933,181 | -12.0% |
| NOG | Sept. 30, 2025 | 66,881 | $1,896,076 | 9.0% |
| BRC | Sept. 30, 2025 | 27,854 | $1,893,236 | 16.4% |
| CAKE | March 31, 2025 | 39,136 | $1,856,612 | 121.3% |
| ZWS | Sept. 30, 2025 | 50,619 | $1,851,137 | 4.1% |
| AHCO | Sept. 30, 2025 | 195,389 | $1,842,518 | -38.7% |
| SMTC | Sept. 30, 2025 | 40,170 | $1,813,274 | 80.6% |
| AGO | Sept. 30, 2025 | 20,622 | $1,796,176 | -12.5% |
| NGVT | Sept. 30, 2025 | 41,457 | $1,786,382 | 26.3% |
| CWK | Sept. 30, 2025 | 158,636 | $1,756,101 | -7.7% |
| FHB | Sept. 30, 2025 | 70,185 | $1,751,818 | 8.0% |
| SKWD | Sept. 30, 2025 | 30,163 | $1,743,120 | 17.9% |
| KRC | Sept. 30, 2025 | 49,317 | $1,692,066 | -13.2% |
| CHX | June 30, 2025 | 55,596 | $1,656,761 | No longer tracked |
| CXT | Sept. 30, 2025 | 30,734 | $1,656,563 | -25.0% |
| LBRT | June 30, 2025 | 103,769 | $1,642,663 | 67.9% |
| FORM | Sept. 30, 2025 | 47,052 | $1,619,059 | 217.4% |
| BDC | Sept. 30, 2025 | 13,814 | $1,599,661 | 4.2% |
| OZK | Sept. 30, 2025 | 32,988 | $1,552,415 | -2.6% |
| ATMU | Sept. 30, 2025 | 42,064 | $1,531,971 | 10.6% |
| CMRC | Sept. 30, 2025 | 303,184 | $1,515,920 | -55.8% |
| TEX | Sept. 30, 2025 | 30,924 | $1,443,842 | 27.8% |
| UCTT | June 30, 2025 | 63,489 | $1,359,299 | 228.7% |
| POR | Sept. 30, 2025 | 33,318 | $1,353,710 | 14.5% |
| WFRD | Sept. 30, 2025 | 26,827 | $1,349,666 | 34.4% |
| HAYW | Sept. 30, 2025 | 95,118 | $1,312,628 | -2.4% |
| BUSE | Sept. 30, 2025 | 52,382 | $1,198,762 | 31.3% |
| PLYM | Sept. 30, 2025 | 71,106 | $1,141,962 | No longer tracked |
| HUN | Sept. 30, 2025 | 106,125 | $1,105,823 | 13.6% |
| HLIO | June 30, 2025 | 33,378 | $1,071,100 | 131.5% |
| WBS | March 31, 2026 | 11,255 | $708,390 | 11.7% |
| ATI | March 31, 2026 | 5,893 | $676,281 | 45.4% |
| VSCO | Dec. 31, 2025 | 22,125 | $600,473 | No longer tracked |
| AL | Sept. 30, 2025 | 7,986 | $467,101 | No longer tracked |
| S | Dec. 31, 2025 | 24,095 | $424,313 | 36.5% |
| ESTC | March 31, 2026 | 4,899 | $369,581 | 68.5% |
| GTLS | Sept. 30, 2025 | 1,644 | $270,685 | No longer tracked |