Rice Hall James & Associates: Recent Stock Activity Analysis
InsiderSet provides detailed analysis of Rice Hall James & Associates' portfolio changes from May to June 2026, highlighting significant shifts in stock holdings.
According to the latest filing data available on InsiderSet, Rice Hall James & Associates, Llc has shown active buying and selling patterns in its portfolio during this quarter. The analysis focuses specifically on changes observed between the prior reporting period (likely May 2026) and the current as-of-date of June 30, 2026.
The investor demonstrated a clear preference for growth areas through significant purchases. Notably, UPWK (Upwork Inc) saw an enormous increase of over 100% in its share count during this period, reflecting strong confidence in the Communication Services sector and potentially signaling a major new position or increased commitment to this stock.
In Healthcare, ATEC (Alphatec Holdings Inc) experienced an absolute increase in shares by 657864 units, a change of exactly 100% from the prior period. Similarly, SHLS (Shoals Technologies Group Inc) also showed an absolute increase in its position by 650383 shares, representing a complete buy-in during this quarter.
The investor's Energy sector exposure saw substantial growth with TTI (Tetra Technologies Inc DEL). The share count increased by over 1 million units, a staggering change of more than 2500%, indicating either an initial large purchase or a significant addition to an existing position.
Conversely, Rice Hall James & Associates showed signs of reducing exposure in certain sectors during this quarter. In Technology, AEHR (AEHR Test Sys) experienced a sharp decline, with its share count dropping by 67.84% and the stock showing an absolute decrease of -184706 shares.
Significant Reductions: The Technology sector also saw notable reductions in other holdings like CEVA, which experienced a 76.68% decrease in its share count, and the stock STRL (likely referring to Stride Inc), although STRL is not explicitly listed in the changed_holdings as sold during this period.
Sector Shifts: The portfolio also reflected a shift away from Technology, with other sectors like Healthcare and Industrials showing net reductions. FOUR (Shift4 Payments Inc) saw its position reduced by 37.16%, while FN (Fabrinet) experienced a significant sell, with shares down by -17.24%.