Summit Creek Advisors Llc Activity Analysis: Q2 2026 Portfolio Shifts

As of Summit Creek Advisors Llc's latest filing dated June 30, 2026, the investment firm managed a portfolio value of $126.85 million.

The investor demonstrated significant activity during this quarter, with notable purchases and sales observed across different sectors. This analysis focuses on changes in holdings based on the disclosed data.

Prominent Purchases Observed

Summit Creek Advisors Llc showed strong buying interest in several stocks during Q2 2026:

• FSS (Federal Signal Corp), a company operating in the Industrials sector, saw its stake increase by an impressive +100% during this period.
• The investor also added shares to BOOT (Boot Barn Holdings), increasing holdings in the Consumer Cyclical space.

These purchases suggest targeted growth strategies focused on specific companies within these sectors. Further significant buys included AORT (Artivion Inc), MANH and PLXS.

Significant Sales Observed

Conversely, the firm also disposed of substantial portions of its holdings during this quarter:

• LMAT (Lemaitre Technologies), a Healthcare company, experienced an almost complete exit from the portfolio.

Several other positions were significantly reduced or exited:

• DSGX (Descartes Systems Group), a Technology holding, was sold entirely.
• The investor also made substantial cuts to positions in the Industrials sector, including exits from ALRM (Alarm.com) and reductions in holdings of BWMN, CWST, and others.
• Several Technology holdings like ALRM, DSGX, and PEGA were sold out completely.
• In the Healthcare sector, besides LMAT, holdings in ALRM, ADUS (Addus Healthcare) and CBZI were also significantly reduced.
• The Consumer Defensive sector saw major reductions in holdings of CHEF (Chefs Warehouse).

This quarter featured a high volume of selling activity, particularly concentrated within the Technology and Industrials sectors.