Filed: 11/14/2025ACC: 0001009006-25-000002
📋 What this filing means
PALISADE CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 367 equity positions with a total reported market value of $3.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
367
Positions
$3.68B
Total AUM (reported)
457.53M
Total Shares
Allocation by class
COM$2.49B67.5%
CL A$304.71M8.3%
COM NEW$64.27M1.7%
COM CL A$38.48M1.0%
CL A COM STK$38.28M1.0%
CLASS A COM SHS$33.24M0.9%
CAP STK CL C$32.85M0.9%
Portfolio Concentration
Top 3$193.31M5.3%
4–10$364.83M9.9%
11–25$559.34M15.2%
Rest$2.56B69.6%
Top 3 weight
5.3%
Top 10 weight
15.2%
Voting Authority Distribution
Total shares with voting rights: 457.53M
Sole
Full voting authority
319.83M
shares
% of voting shares69.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
137.70M
shares
% of voting shares30.1%
Investment Discretion (by position count)
Sole367
Shared0
Other0
Dominant voting typeSole · 69.9% of voting shares
Institutional Holdings367
Rows:
AMPHENOL CORP NEW
SOLEShares548.43K
TypeSH
Market value$67.87M
1.84%
Sole
1.54K
Shared
0.00
None
546.89K
RAYMOND JAMES FINL INC
SOLEShares378.06K
TypeSH
Market value$65.25M
1.77%
Sole
163.74K
Shared
0.00
None
214.31K
IDACORP INC
SOLEShares455.49K
TypeSH
Market value$60.19M
1.64%
Sole
296.68K
Shared
0.00
None
158.81K
MUELLER INDS INC
SOLEShares591.23K
TypeSH
Market value$59.78M
1.62%
Sole
355.27K
Shared
0.00
None
235.96K
APPLE INC
SOLEShares234.17K
TypeSH
Market value$59.63M
1.62%
Sole
681.00
Shared
0.00
None
233.49K
APPLIED INDL TECHNOLOGIES IN
SOLEShares223.13K
TypeSH
Market value$58.25M
1.58%
Sole
138.69K
Shared
0.00
None
84.44K
NVIDIA CORPORATION
SOLEShares264.46K
TypeSH
Market value$49.34M
1.34%
Sole
1.41K
Shared
0.00
None
263.05K
MICROSOFT CORP
SOLEShares90.45K
TypeSH
Market value$46.85M
1.27%
Sole
470.00
Shared
0.00
None
89.98K
HEICO CORP NEW
SOLEShares181.15K
TypeSH
Market value$46.03M
1.25%
Sole
386.00
Shared
0.00
None
180.76K
ACI WORLDWIDE INC
SOLEShares851.90K
TypeSH
Market value$44.95M
1.22%
Sole
545.92K
Shared
0.00
None
305.98K
LITTELFUSE INC
SOLEShares167.46K
TypeSH
Market value$43.37M
1.18%
Sole
109.42K
Shared
0.00
None
58.03K
SEMTECH CORP
SOLEShares566.29K
TypeSH
Market value$40.46M
1.10%
Sole
364.03K
Shared
0.00
None
202.27K
JPMORGAN CHASE & CO.
SOLEShares122.39K
TypeSH
Market value$38.60M
1.05%
Sole
568.00
Shared
0.00
None
121.82K
WSFS FINL CORP
SOLEShares712.63K
TypeSH
Market value$38.43M
1.04%
Sole
464.98K
Shared
0.00
None
247.64K
VERRA MOBILITY CORP
SOLEShares1.55M
TypeSH
Market value$38.28M
1.04%
Sole
1M
Shared
0.00
None
545.99K
WOODWARD INC
SOLEShares151.45K
TypeSH
Market value$38.27M
1.04%
Sole
98.63K
Shared
0.00
None
52.82K
WILEY JOHN & SONS INC
SOLEShares942.11K
TypeSH
Market value$38.13M
1.04%
Sole
609.04K
Shared
0.00
None
333.07K
VONTIER CORPORATION
SOLEShares881.87K
TypeSH
Market value$37.01M
1.01%
Sole
575.79K
Shared
0.00
None
306.07K
HEALTHCARE SVCS GROUP INC
SOLEShares2.15M
TypeSH
Market value$36.23M
0.98%
Sole
1.39M
Shared
0.00
None
765.72K
EASTGROUP PPTYS INC
SOLEShares214.02K
TypeSH
Market value$36.22M
0.98%
Sole
137.56K
Shared
0.00
None
76.46K
BLACKBAUD INC
SOLEShares562.94K
TypeSH
Market value$36.20M
0.98%
Sole
362.88K
Shared
0.00
None
200.06K
REPLIGEN CORP
SOLEShares261.80K
TypeSH
Market value$34.99M
0.95%
Sole
164.13K
Shared
0.00
None
97.67K
AVIENT CORPORATION
SOLEShares1.06M
TypeSH
Market value$34.86M
0.95%
Sole
693.26K
Shared
0.00
None
364.62K
RENASANT CORP
SOLEShares927.08K
TypeSH
Market value$34.20M
0.93%
Sole
566.54K
Shared
0.00
None
360.54K
CCC INTELLIGENT SOLUTIONS HL
SOLEShares3.74M
TypeSH
Market value$34.07M
0.93%
Sole
2.41M
Shared
0.00
None
1.33M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMPHENOL CORP NEWSOLE | CL A | 548.43K | SH | $67.87M 1.84% | 1.54K | 0.00 | 546.89K |
RAYMOND JAMES FINL INCSOLE | COM | 378.06K | SH | $65.25M 1.77% | 163.74K | 0.00 | 214.31K |
IDACORP INCSOLE | COM | 455.49K | SH | $60.19M 1.64% | 296.68K | 0.00 | 158.81K |
MUELLER INDS INCSOLE | COM | 591.23K | SH | $59.78M 1.62% | 355.27K | 0.00 | 235.96K |
APPLE INCSOLE | COM | 234.17K | SH | $59.63M 1.62% | 681.00 | 0.00 | 233.49K |
APPLIED INDL TECHNOLOGIES INSOLE | COM | 223.13K | SH | $58.25M 1.58% | 138.69K | 0.00 | 84.44K |
NVIDIA CORPORATIONSOLE | COM | 264.46K | SH | $49.34M 1.34% | 1.41K | 0.00 | 263.05K |
MICROSOFT CORPSOLE | COM | 90.45K | SH | $46.85M 1.27% | 470.00 | 0.00 | 89.98K |
HEICO CORP NEWSOLE | CL A | 181.15K | SH | $46.03M 1.25% | 386.00 | 0.00 | 180.76K |
ACI WORLDWIDE INCSOLE | COM | 851.90K | SH | $44.95M 1.22% | 545.92K | 0.00 | 305.98K |
LITTELFUSE INCSOLE | COM | 167.46K | SH | $43.37M 1.18% | 109.42K | 0.00 | 58.03K |
SEMTECH CORPSOLE | COM | 566.29K | SH | $40.46M 1.10% | 364.03K | 0.00 | 202.27K |
JPMORGAN CHASE & CO.SOLE | COM | 122.39K | SH | $38.60M 1.05% | 568.00 | 0.00 | 121.82K |
WSFS FINL CORPSOLE | COM | 712.63K | SH | $38.43M 1.04% | 464.98K | 0.00 | 247.64K |
VERRA MOBILITY CORPSOLE | CL A COM STK | 1.55M | SH | $38.28M 1.04% | 1M | 0.00 | 545.99K |
WOODWARD INCSOLE | COM | 151.45K | SH | $38.27M 1.04% | 98.63K | 0.00 | 52.82K |
WILEY JOHN & SONS INCSOLE | CL A | 942.11K | SH | $38.13M 1.04% | 609.04K | 0.00 | 333.07K |
VONTIER CORPORATIONSOLE | COM | 881.87K | SH | $37.01M 1.01% | 575.79K | 0.00 | 306.07K |
HEALTHCARE SVCS GROUP INCSOLE | COM | 2.15M | SH | $36.23M 0.98% | 1.39M | 0.00 | 765.72K |
EASTGROUP PPTYS INCSOLE | COM | 214.02K | SH | $36.22M 0.98% | 137.56K | 0.00 | 76.46K |
BLACKBAUD INCSOLE | COM | 562.94K | SH | $36.20M 0.98% | 362.88K | 0.00 | 200.06K |
REPLIGEN CORPSOLE | COM | 261.80K | SH | $34.99M 0.95% | 164.13K | 0.00 | 97.67K |
AVIENT CORPORATIONSOLE | COM | 1.06M | SH | $34.86M 0.95% | 693.26K | 0.00 | 364.62K |
RENASANT CORPSOLE | COM | 927.08K | SH | $34.20M 0.93% | 566.54K | 0.00 | 360.54K |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 3.74M | SH | $34.07M 0.93% | 2.41M | 0.00 | 1.33M |
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