Brian Bares - Bares Capital Management 13F Activity & Position Changes (Q2 2017)
According to the SEC 13F filed on Nov 14, 2025, the Bares Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2017. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2017, the filing reported:
New Buys - Twilio Inc.
Increases - Alarm.com Holdings, Inc., ANSYS, Inc., CoStar Group, Inc., Fastenal Company, FactSet Research Systems Inc., and 5 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2017
|
ALRM
Alarm.com Holdings, Inc.
|
Buy |
+456,009
|
|
Q2 2017
|
ANSS
ANSYS, Inc.
|
Buy |
+10,003
|
|
Q2 2017
|
BOX
Box, Inc.
|
Sell |
-123,464
|
|
Q2 2017
|
CRMT
America's Car-Mart, Inc.
|
Sell |
-46,064
|
|
Q2 2017
|
CSGP
CoStar Group, Inc.
|
Buy |
+2,517
|
|
Q2 2017
|
FAST
Fastenal Company
|
Buy |
+352,844
|
|
Q2 2017
|
FDS
FactSet Research Systems Inc.
|
Buy |
+3,109
|
|
Q2 2017
|
IBKR
Interactive Brokers Group, Inc.
|
Buy |
+450,304
|
|
Q2 2017
|
IT
Gartner, Inc.
|
Buy |
+5,271
|
|
Q2 2017
|
MKL
Markel Group Inc.
|
Buy |
+606
|
|
Q2 2017
|
TWLO
Twilio Inc.
|
Buy - Position Entry |
+1,874,434
|
|
Q2 2017
|
UA
Under Armour, Inc.
|
Buy |
+38,537
|
|
Q2 2017
|
VRSK
Verisk Analytics, Inc.
|
Sell |
-109,596
|
|
Q2 2017
|
WAT
Waters Corporation
|
Buy |
+3,461
|