# Palisades Investment Partners, LLC: Form 13F holdings

An institutional investment manager in SANTA MONICA, CA. SEC CIK 1427373.

- Quarter ended: 2026-06-30
- Filed: 2026-08-04
- Reported value: $351.6m
- Positions: 53 (53 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1427373/000142737326000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SPX TECHNOLOGIES INC (SPXC)](/companies/spxc.md) | COM | $31.3m | 8.9% | 127,842 |  | Added +4,416 |
| [KRYSTAL BIOTECH INC (KRYS)](/companies/krys.md) | COM | $17.8m | 5.1% | 47,801 |  | Added +2,396 |
| [PARK AEROSPACE CORP (PKE)](/companies/pke.md) | COM | $16.6m | 4.7% | 435,116 |  | Added +18,115 |
| [TRAVERE THERAPEUTICS INC (TVTX)](/companies/tvtx.md) | COM | $15.5m | 4.4% | 273,080 |  | Added +17,840 |
| [WILLIS LEASE FIN CORP (WLFC)](/companies/wlfc.md) | COM | $14.4m | 4.1% | 63,039 |  | Added +40,700 |
| [ENOVA INTL INC (ENVA)](/companies/enva.md) | COM | $14.4m | 4.1% | 59,689 |  | Added +782 |
| [IES HOLDINGS INC (IESC)](/companies/iesc.md) | COM | $11.0m | 3.1% | 15,003 |  | Added +382 |
| [PAYMENTUS HOLDINGS INC (PAY)](/companies/pay.md) | COM CL A | $10.4m | 3.0% | 430,896 |  | Added +1,762 |
| [UFP TECHNOLOGIES INC (UFPT)](/companies/ufpt.md) | COM | $10.3m | 2.9% | 38,826 |  | Added +1,125 |
| [VERACYTE INC (VCYT)](/companies/vcyt.md) | COM | $10.3m | 2.9% | 175,034 |  | Added +4,431 |
| ICHOR HOLDINGS | SHS | $10.1m | 2.9% | 89,720 |  | New +89,720 |
| [LIGHTPATH TECHNOLOGIES INC (LPTH)](/companies/lpth.md) | COM CL A | $10.0m | 2.8% | 609,566 |  | Added +12,074 |
| [INTUITIVE MACHINES INC (LUNR)](/companies/lunr.md) | CLASS A COM | $9.9m | 2.8% | 463,047 |  | Added +30,381 |
| [STERLING INFRASTRUCTURE INC (STRL)](/companies/strl.md) | COM | $9.3m | 2.6% | 11,045 |  | Added +2,351 |
| SKYWATER TECHNOLOGY INC | COM | $9.1m | 2.6% | 260,150 |  | Reduced −746 |
| [ONTO INNOVATION INC (ONTO)](/companies/onto.md) | COM | $8.6m | 2.4% | 22,666 |  | Added +451 |
| [PAYSIGN INC (PAYS)](/companies/pays.md) | COM | $8.2m | 2.3% | 1,000,758 |  | Added +6,862 |
| [M-TRON INDS INC (MPTI)](/companies/mpti.md) | COM | $8.2m | 2.3% | 82,296 |  | Added +1,269 |
| [SATELLOGIC INC (SATL)](/companies/satl.md) | COM CL A | $7.7m | 2.2% | 1,351,004 |  | New +1,351,004 |
| [ONE STOP SYS INC (OSS)](/companies/oss.md) | COM | $7.5m | 2.1% | 414,392 |  | New +414,392 |
| [ITRON INC (ITRI)](/companies/itri.md) | COM | $6.9m | 2.0% | 79,808 |  | Added +574 |
| [MUELLER WTR PRODS INC (MWA)](/companies/mwa.md) | COM SER A | $6.8m | 1.9% | 262,991 |  | Added +7,741 |
| [VOYAGER TECHNOLOGIES INC (VOYG)](/companies/voyg.md) | COM CL A | $6.5m | 1.9% | 202,726 |  | New +202,726 |
| [AMERICAN SUPERCONDUCTOR CORP (AMSC)](/companies/amsc.md) | SHS NEW | $6.5m | 1.9% | 156,720 |  | Added +4,144 |
| [FINANCIAL INSTITUTIONS INC (FISI)](/companies/fisi.md) | COM | $5.9m | 1.7% | 150,826 |  | Added +4,322 |
| [1ST FINL BANCORP (FFBC)](/companies/ffbc.md) | COM | $5.6m | 1.6% | 165,423 |  | Added +4,058 |
| [MOELIS & CO (MC)](/companies/mc.md) | CL A | $5.5m | 1.6% | 84,500 |  | Added +6,873 |
| [AMPRIUS TECHNOLOGIES INC (AMPX)](/companies/ampx.md) | COMMON STOCK | $5.1m | 1.5% | 368,459 |  | Reduced −1,017 |
| [HYLIION HOLDINGS CORP (HYLN)](/companies/hyln.md) | COMMON STOCK | $4.7m | 1.3% | 907,933 |  | New +907,933 |
| [INTAPP INC (INTA)](/companies/inta.md) | COM | $4.5m | 1.3% | 180,421 |  | Added +3,962 |
| SILICOM LTD | ORD | $4.3m | 1.2% | 90,281 |  | New +90,281 |
| [REMITLY GLOBAL INC (RELY)](/companies/rely.md) | COM | $4.3m | 1.2% | 192,842 |  | Added +2,926 |
| [OTTER TAIL CORP (OTTR)](/companies/ottr.md) | COM | $3.9m | 1.1% | 43,583 |  | Reduced −786 |
| [POET TECHNOLOGIES INC (POET)](/companies/poet.md) | COM NEW | $3.6m | 1.0% | 347,540 |  | New +347,540 |
| [STIFEL FINL CORP (SF)](/companies/sf.md) | COM | $3.5m | 1.0% | 50,146 |  | Added +1,142 |
| [CORMEDIX INC (CRMD)](/companies/crmd.md) | COM | $3.3m | 1.0% | 426,543 |  | Reduced −183,605 |
| [UNUSUAL MACHS INC (UMAC)](/companies/umac.md) | COM SHS | $3.3m | 0.9% | 149,122 |  | Reduced −6,555 |
| [SPS COMM INC (SPSC)](/companies/spsc.md) | COM | $3.2m | 0.9% | 55,838 |  | Added +1,242 |
| [FIRSTCASH HOLDINGS INC (FCFS)](/companies/fcfs.md) | COM | $3.0m | 0.9% | 13,954 |  | Reduced −187 |
| [KINGSTONE COS INC (KINS)](/companies/kins.md) | COM | $2.8m | 0.8% | 148,764 |  | Reduced −258 |
| [AMTECH SYS INC (ASYS)](/companies/asys.md) | COM PAR $0.01N | $2.4m | 0.7% | 102,691 |  | Added +2,035 |
| [UFP INDUSTRIES INC (UFPI)](/companies/ufpi.md) | COM | $2.3m | 0.7% | 25,242 |  | Added +461 |
| [ARTESIAN RES CORP (ARTNA)](/companies/artna.md) | CL A | $1.9m | 0.5% | 56,160 |  | Added +1,278 |
| [TECOGEN INC NEW (TGEN)](/companies/tgen.md) | COM NEW | $1.7m | 0.5% | 323,090 |  | Reduced −10,817 |
| CAMTEK LTD | ORD | $1.7m | 0.5% | 10,141 |  | Added +2,936 |
| [EURONET WORLDWIDE INC (EEFT)](/companies/eeft.md) | COM | $1.6m | 0.5% | 22,427 |  | Added +5,495 |
| [FRP HLDGS INC (FRPH)](/companies/frph.md) | COM | $1.2m | 0.3% | 46,978 |  | Added +876 |
| [MEDPACE HLDGS INC (MEDP)](/companies/medp.md) | COM | $1.2m | 0.3% | 2,216 |  | Reduced −14,297 |
| [COHU INC (COHU)](/companies/cohu.md) | COM | $1.0m | 0.3% | 13,771 |  | New +13,771 |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | $896.2k | 0.3% | 16,817 |  | Reduced −105,653 |
| [FOUR CORNERS PPTY TR INC (FCPT)](/companies/fcpt.md) | COM | $773.3k | 0.2% | 31,065 |  | Added +686 |
| [BADGER METER INC (BMI)](/companies/bmi.md) | COM | $699.5k | 0.2% | 4,714 |  | Reduced −30,848 |
| [DELCATH SYS INC (DCTH)](/companies/dcth.md) | COM NEW | $293.0k | <0.1% | 23,273 |  | Added +9,510 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [GENEDX HOLDINGS CORP (WGS)](/companies/wgs.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −91,996 |
| [INNOVATIVE SOLUTIONS & SUPPO (IA)](/companies/ia.md) | COM | $0 | 0.0% | 0 |  | Sold out −64,354 |
| ISHARES TR | RUSSELL 2000 ETF | $0 | 0.0% | 0 |  | Sold out −34,065 |
| ISHARES TR | RUS 2000 GRW ETF | $0 | 0.0% | 0 |  | Sold out −1,070 |
| [LEMAITRE VASCULAR INC (LMAT)](/companies/lmat.md) | COM | $0 | 0.0% | 0 |  | Sold out −4,453 |
| [ROOT INC (ROOT)](/companies/root.md) | CL A NEW | $0 | 0.0% | 0 |  | Sold out −90,336 |

Source: SEC EDGAR, Form 13F-HR, accession 0001427373-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.