MOODY ALDRICH PARTNERS LLC

Filed: 8/4/2025ACC: 0001085146-25-004478

📋 What this filing means

MOODY ALDRICH PARTNERS LLC filed this quarterly 13F‑HR report disclosing 178 equity positions with a total reported market value of $516.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

178

Positions

$516.61M

Total AUM (reported)

11.58M

Total Shares

Allocation by class

COM$375.72M72.7%

CL A$39.27M7.6%

COMMON STOCK$12.91M2.5%

COM NEW$12.90M2.5%

COM CL A$12.29M2.4%

SHS$11.90M2.3%

CLASS A ORD SHS$9.10M1.8%

Portfolio Concentration

Top 3$29.16M5.6%

4–10$59.52M11.5%

11–25$103.27M20.0%

Rest$324.67M62.8%

Top 3 weight

5.6%

Top 10 weight

17.2%

Voting Authority Distribution

Total shares with voting rights: 11.58M

Sole

Full voting authority

5.84M

% of voting shares50.5%

Shared

Joint voting authority

2.79M

% of voting shares24.1%

None

No voting authority

2.95M

% of voting shares25.5%

Investment Discretion (by position count)

Sole178

Shared0

Other0

Dominant voting typeSole · 50.5% of voting shares

Institutional Holdings178

Rows:

PATHWARD FINANCIAL INC

SOLE

COM

Shares134.31K

TypeSH

Market value$10.63M

2.06%

Sole

59.85K

Shared

36.65K

None

37.80K

PROTAGONIST THERAPEUTICS INC

SOLE

COM

Shares170.57K

TypeSH

Market value$9.43M

1.82%

Sole

80.21K

Shared

44.39K

None

45.98K

SPORTRADAR GROUP AG

SOLE

CLASS A ORD SHS

Shares324.17K

TypeSH

Market value$9.10M

1.76%

Sole

144.35K

Shared

88.30K

None

91.52K

INDEPENDENT BK CORP MASS

SOLE

COM

Shares143.47K

TypeSH

Market value$9.02M

1.75%

Sole

67.11K

Shared

37.58K

None

38.78K

CLEARWATER ANALYTICS HLDGS I

SOLE

CL A

Shares410.95K

TypeSH

Market value$9.01M

1.74%

Sole

186.88K

Shared

109.91K

None

114.17K

VIRTU FINL INC

SOLE

CL A

Shares198.63K

TypeSH

Market value$8.90M

1.72%

Sole

114.41K

Shared

41.38K

None

42.84K

CADENCE BANK

SOLE

COM

Shares278.16K

TypeSH

Market value$8.90M

1.72%

Sole

124.03K

Shared

76.01K

None

78.12K

PALOMAR HLDGS INC

SOLE

COM

Shares53.21K

TypeSH

Market value$8.21M

1.59%

Sole

25.01K

Shared

13.84K

None

14.36K

SKYWARD SPECIALTY INS GROUP

SOLE

COM

Shares135.63K

TypeSH

Market value$7.84M

1.52%

Sole

60.38K

Shared

36.92K

None

38.34K

COLUMBIA BKG SYS INC

SOLE

COM

Shares327.04K

TypeSH

Market value$7.65M

1.48%

Sole

145.68K

Shared

89.33K

None

92.02K

HEALTHEQUITY INC

SOLE

COM

Shares71.22K

TypeSH

Market value$7.46M

1.44%

Sole

33.40K

Shared

18.55K

None

19.27K

CORE SCIENTIFIC INC NEW

SOLE

COM

Shares436.36K

TypeSH

Market value$7.45M

1.44%

Sole

205.17K

Shared

113.44K

None

117.75K

LANCASTER COLONY CORP

SOLE

COM

Shares42.67K

TypeSH

Market value$7.37M

1.43%

Sole

19.59K

Shared

11.32K

None

11.77K

ADVANCED ENERGY INDS

SOLE

COM

Shares53.35K

TypeSH

Market value$7.07M

1.37%

Sole

23.76K

Shared

14.51K

None

15.09K

ELEMENT SOLUTIONS INC

SOLE

COM

Shares311.75K

TypeSH

Market value$7.06M

1.37%

Sole

143.52K

Shared

82.63K

None

85.60K

PIPER SANDLER COMPANIES

SOLE

COM

Shares25.25K

TypeSH

Market value$7.02M

1.36%

Sole

11.25K

Shared

6.87K

None

7.13K

SOUTHWEST GAS HLDGS INC

SOLE

COM

Shares93.93K

TypeSH

Market value$6.99M

1.35%

Sole

42.97K

Shared

24.99K

None

25.97K

VARONIS SYS INC

SOLE

COM

Shares136.07K

TypeSH

Market value$6.91M

1.34%

Sole

60.65K

Shared

37.07K

None

38.35K

MAREX GROUP PLC

SOLE

ORD

Shares173.97K

TypeSH

Market value$6.87M

1.33%

Sole

77.44K

Shared

47.34K

None

49.19K

SL GREEN RLTY CORP

SOLE

COM

Shares109.79K

TypeSH

Market value$6.80M

1.32%

Sole

51.32K

Shared

28.84K

None

29.64K

KNIFE RIVER CORP

SOLE

COMMON STOCK

Shares81.68K

TypeSH

Market value$6.67M

1.29%

Sole

38.57K

Shared

21.21K

None

21.91K

PORTLAND GEN ELEC CO

SOLE

COM NEW

Shares162.81K

TypeSH

Market value$6.62M

1.28%

Sole

76.59K

Shared

42.49K

None

43.73K

AXSOME THERAPEUTICS INC

SOLE

COM

Shares61.41K

TypeSH

Market value$6.41M

1.24%

Sole

28.91K

Shared

15.97K

None

16.54K

WINTRUST FINL CORP

SOLE

COM

Shares51.16K

TypeSH

Market value$6.34M

1.23%

Sole

25.09K

Shared

12.79K

None

13.29K

KARMAN HLDGS INC

SOLE

COMMON STOCK

Shares123.99K

TypeSH

Market value$6.25M

1.21%

Sole

55.20K

Shared

33.73K

None

35.05K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
PATHWARD FINANCIAL INCSOLE	COM	134.31K	SH	$10.63M 2.06%	59.85K	36.65K	37.80K
PROTAGONIST THERAPEUTICS INCSOLE	COM	170.57K	SH	$9.43M 1.82%	80.21K	44.39K	45.98K
SPORTRADAR GROUP AGSOLE	CLASS A ORD SHS	324.17K	SH	$9.10M 1.76%	144.35K	88.30K	91.52K
INDEPENDENT BK CORP MASSSOLE	COM	143.47K	SH	$9.02M 1.75%	67.11K	37.58K	38.78K
CLEARWATER ANALYTICS HLDGS ISOLE	CL A	410.95K	SH	$9.01M 1.74%	186.88K	109.91K	114.17K
VIRTU FINL INCSOLE	CL A	198.63K	SH	$8.90M 1.72%	114.41K	41.38K	42.84K
CADENCE BANKSOLE	COM	278.16K	SH	$8.90M 1.72%	124.03K	76.01K	78.12K
PALOMAR HLDGS INCSOLE	COM	53.21K	SH	$8.21M 1.59%	25.01K	13.84K	14.36K
SKYWARD SPECIALTY INS GROUPSOLE	COM	135.63K	SH	$7.84M 1.52%	60.38K	36.92K	38.34K
COLUMBIA BKG SYS INCSOLE	COM	327.04K	SH	$7.65M 1.48%	145.68K	89.33K	92.02K
HEALTHEQUITY INCSOLE	COM	71.22K	SH	$7.46M 1.44%	33.40K	18.55K	19.27K
CORE SCIENTIFIC INC NEWSOLE	COM	436.36K	SH	$7.45M 1.44%	205.17K	113.44K	117.75K
LANCASTER COLONY CORPSOLE	COM	42.67K	SH	$7.37M 1.43%	19.59K	11.32K	11.77K
ADVANCED ENERGY INDSSOLE	COM	53.35K	SH	$7.07M 1.37%	23.76K	14.51K	15.09K
ELEMENT SOLUTIONS INCSOLE	COM	311.75K	SH	$7.06M 1.37%	143.52K	82.63K	85.60K
PIPER SANDLER COMPANIESSOLE	COM	25.25K	SH	$7.02M 1.36%	11.25K	6.87K	7.13K
SOUTHWEST GAS HLDGS INCSOLE	COM	93.93K	SH	$6.99M 1.35%	42.97K	24.99K	25.97K
VARONIS SYS INCSOLE	COM	136.07K	SH	$6.91M 1.34%	60.65K	37.07K	38.35K
MAREX GROUP PLCSOLE	ORD	173.97K	SH	$6.87M 1.33%	77.44K	47.34K	49.19K
SL GREEN RLTY CORPSOLE	COM	109.79K	SH	$6.80M 1.32%	51.32K	28.84K	29.64K
KNIFE RIVER CORPSOLE	COMMON STOCK	81.68K	SH	$6.67M 1.29%	38.57K	21.21K	21.91K
PORTLAND GEN ELEC COSOLE	COM NEW	162.81K	SH	$6.62M 1.28%	76.59K	42.49K	43.73K
AXSOME THERAPEUTICS INCSOLE	COM	61.41K	SH	$6.41M 1.24%	28.91K	15.97K	16.54K
WINTRUST FINL CORPSOLE	COM	51.16K	SH	$6.34M 1.23%	25.09K	12.79K	13.29K
KARMAN HLDGS INCSOLE	COMMON STOCK	123.99K	SH	$6.25M 1.21%	55.20K	33.73K	35.05K

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