Filed: 4/29/2025ACC: 0001085146-25-002404
📋 What this filing means
MOODY ALDRICH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 168 equity positions with a total reported market value of $477.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
168
Positions
$477.57M
Total AUM (reported)
10.93M
Total Shares
Allocation by class
COM$357.65M74.9%
CL A$29.89M6.3%
SHS$15.16M3.2%
COM CL A$9.35M2.0%
COM NEW$8.74M1.8%
COMMON STOCK$7.48M1.6%
SPONSORED ADS$6.85M1.4%
Portfolio Concentration
Top 3$32.29M6.8%
4–10$63.82M13.4%
11–25$100.86M21.1%
Rest$280.61M58.8%
Top 3 weight
6.8%
Top 10 weight
20.1%
Voting Authority Distribution
Total shares with voting rights: 10.93M
Sole
Full voting authority
5.59M
shares
% of voting shares51.2%
Shared
Joint voting authority
2.64M
shares
% of voting shares24.1%
None
No voting authority
2.70M
shares
% of voting shares24.7%
Investment Discretion (by position count)
Sole168
Shared0
Other0
Dominant voting typeSole · 51.2% of voting shares
Institutional Holdings168
Rows:
WINTRUST FINL CORP
SOLEShares108.47K
TypeSH
Market value$12.20M
2.55%
Sole
50.72K
Shared
28.85K
None
28.89K
CLEARWATER ANALYTICS HLDGS I
SOLEShares378.42K
TypeSH
Market value$10.14M
2.12%
Sole
171.56K
Shared
103.66K
None
103.20K
PATHWARD FINANCIAL INC
SOLEShares136.35K
TypeSH
Market value$9.95M
2.08%
Sole
60.56K
Shared
37.99K
None
37.80K
PALOMAR HLDGS INC
SOLEShares70.49K
TypeSH
Market value$9.66M
2.02%
Sole
33.13K
Shared
18.69K
None
18.67K
SKYWARD SPECIALTY INS GROUP
SOLEShares182.58K
TypeSH
Market value$9.66M
2.02%
Sole
81.10K
Shared
50.77K
None
50.72K
SOUTHWEST GAS HLDGS INC
SOLEShares128.17K
TypeSH
Market value$9.20M
1.93%
Sole
58.16K
Shared
35.11K
None
34.90K
MR COOPER GROUP INC
SOLEShares76.70K
TypeSH
Market value$9.17M
1.92%
Sole
34.09K
Shared
21.41K
None
21.20K
INDEPENDENT BK CORP MASS
SOLEShares145.67K
TypeSH
Market value$9.13M
1.91%
Sole
67.94K
Shared
38.94K
None
38.78K
CADENCE BANK
SOLEShares282.43K
TypeSH
Market value$8.57M
1.80%
Sole
125.53K
Shared
78.79K
None
78.12K
LEONARDO DRS INC
SOLEShares255.97K
TypeSH
Market value$8.42M
1.76%
Sole
113.77K
Shared
71.48K
None
70.72K
COLUMBIA BKG SYS INC
SOLEShares332.05K
TypeSH
Market value$8.28M
1.73%
Sole
147.44K
Shared
92.59K
None
92.02K
PROTAGONIST THERAPEUTICS INC
SOLEShares163.48K
TypeSH
Market value$7.91M
1.66%
Sole
76.80K
Shared
43.33K
None
43.35K
VIRTU FINL INC
SOLEShares200.94K
TypeSH
Market value$7.66M
1.60%
Sole
115.22K
Shared
42.88K
None
42.84K
KNIFE RIVER CORP
SOLEShares82.91K
TypeSH
Market value$7.48M
1.57%
Sole
39.04K
Shared
21.97K
None
21.91K
PORTLAND GEN ELEC CO
SOLEShares165.33K
TypeSH
Market value$7.37M
1.54%
Sole
77.55K
Shared
44.05K
None
43.73K
AXSOME THERAPEUTICS INC
SOLEShares62.34K
TypeSH
Market value$7.27M
1.52%
Sole
29.27K
Shared
16.54K
None
16.54K
INSMED INC
SOLEShares89.02K
TypeSH
Market value$6.79M
1.42%
Sole
41.08K
Shared
23.98K
None
23.96K
SL GREEN RLTY CORP
SOLEShares111.48K
TypeSH
Market value$6.43M
1.35%
Sole
51.95K
Shared
29.89K
None
29.64K
HALOZYME THERAPEUTICS INC
SOLEShares96.74K
TypeSH
Market value$6.17M
1.29%
Sole
45.27K
Shared
25.74K
None
25.73K
VERONA PHARMA PLC
SOLEShares96.60K
TypeSH
Market value$6.13M
1.28%
Sole
45.38K
Shared
25.61K
None
25.61K
ELEMENT SOLUTIONS INC
SOLEShares266.86K
TypeSH
Market value$6.03M
1.26%
Sole
123.47K
Shared
72.09K
None
71.30K
HEALTHEQUITY INC
SOLEShares67.88K
TypeSH
Market value$6.00M
1.26%
Sole
31.89K
Shared
18K
None
17.99K
OSI SYSTEMS INC
SOLEShares30.51K
TypeSH
Market value$5.93M
1.24%
Sole
13.56K
Shared
8.47K
None
8.47K
PIPER SANDLER COMPANIES
SOLEShares23.15K
TypeSH
Market value$5.73M
1.20%
Sole
10.29K
Shared
6.46K
None
6.41K
SPROUTS FMRS MKT INC
SOLEShares37.10K
TypeSH
Market value$5.66M
1.19%
Sole
17.42K
Shared
9.84K
None
9.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WINTRUST FINL CORPSOLE | COM | 108.47K | SH | $12.20M 2.55% | 50.72K | 28.85K | 28.89K |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 378.42K | SH | $10.14M 2.12% | 171.56K | 103.66K | 103.20K |
PATHWARD FINANCIAL INCSOLE | COM | 136.35K | SH | $9.95M 2.08% | 60.56K | 37.99K | 37.80K |
PALOMAR HLDGS INCSOLE | COM | 70.49K | SH | $9.66M 2.02% | 33.13K | 18.69K | 18.67K |
SKYWARD SPECIALTY INS GROUPSOLE | COM | 182.58K | SH | $9.66M 2.02% | 81.10K | 50.77K | 50.72K |
SOUTHWEST GAS HLDGS INCSOLE | COM | 128.17K | SH | $9.20M 1.93% | 58.16K | 35.11K | 34.90K |
MR COOPER GROUP INCSOLE | COM | 76.70K | SH | $9.17M 1.92% | 34.09K | 21.41K | 21.20K |
INDEPENDENT BK CORP MASSSOLE | COM | 145.67K | SH | $9.13M 1.91% | 67.94K | 38.94K | 38.78K |
CADENCE BANKSOLE | COM | 282.43K | SH | $8.57M 1.80% | 125.53K | 78.79K | 78.12K |
LEONARDO DRS INCSOLE | COM | 255.97K | SH | $8.42M 1.76% | 113.77K | 71.48K | 70.72K |
COLUMBIA BKG SYS INCSOLE | COM | 332.05K | SH | $8.28M 1.73% | 147.44K | 92.59K | 92.02K |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 163.48K | SH | $7.91M 1.66% | 76.80K | 43.33K | 43.35K |
VIRTU FINL INCSOLE | CL A | 200.94K | SH | $7.66M 1.60% | 115.22K | 42.88K | 42.84K |
KNIFE RIVER CORPSOLE | COMMON STOCK | 82.91K | SH | $7.48M 1.57% | 39.04K | 21.97K | 21.91K |
PORTLAND GEN ELEC COSOLE | COM NEW | 165.33K | SH | $7.37M 1.54% | 77.55K | 44.05K | 43.73K |
AXSOME THERAPEUTICS INCSOLE | COM | 62.34K | SH | $7.27M 1.52% | 29.27K | 16.54K | 16.54K |
INSMED INCSOLE | COM PAR $.01 | 89.02K | SH | $6.79M 1.42% | 41.08K | 23.98K | 23.96K |
SL GREEN RLTY CORPSOLE | COM | 111.48K | SH | $6.43M 1.35% | 51.95K | 29.89K | 29.64K |
HALOZYME THERAPEUTICS INCSOLE | COM | 96.74K | SH | $6.17M 1.29% | 45.27K | 25.74K | 25.73K |
VERONA PHARMA PLCSOLE | SPONSORED ADS | 96.60K | SH | $6.13M 1.28% | 45.38K | 25.61K | 25.61K |
ELEMENT SOLUTIONS INCSOLE | COM | 266.86K | SH | $6.03M 1.26% | 123.47K | 72.09K | 71.30K |
HEALTHEQUITY INCSOLE | COM | 67.88K | SH | $6.00M 1.26% | 31.89K | 18K | 17.99K |
OSI SYSTEMS INCSOLE | COM | 30.51K | SH | $5.93M 1.24% | 13.56K | 8.47K | 8.47K |
PIPER SANDLER COMPANIESSOLE | COM | 23.15K | SH | $5.73M 1.20% | 10.29K | 6.46K | 6.41K |
SPROUTS FMRS MKT INCSOLE | COM | 37.10K | SH | $5.66M 1.19% | 17.42K | 9.84K | 9.84K |
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