GLOBEFLEX CAPITAL L P — 13F Holdings & Portfolio

CIK 921531 · latest 13F-HR filed 2026-05-13

GLOBEFLEX CAPITAL L P manages $660.8M in 13F-reported U.S. long-equity assets across 387 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IFS (3.26%), PAHC (1.76%), BLBD (1.70%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 66 new positions, exited 79, added to 130, and trimmed 132.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$660.8M

Long-equity book

Holdings

387

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+66 / −79 / ↑130 / ↓132

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ESCO TECHNOLOGIES INC$8.9M +5890.5%
  • CATALYST PHARMACEUTICALS INC$4.3M +63.6%
  • HIMALAYA SHIPPING LTD$4.1M +3017.7%
  • RUSH ENTERPRISES INC$3.8M +77911.4%
  • DYNATRACE INC$3.7M +319.0%
Show all 130

Top Trims

  • PRIMORIS SVCS CORP-$5.8M -99.9%
  • RAMBUS INC DEL-$5.4M -99.8%
  • IBEX HOLDINGS LTD-$5.2M -65.4%
  • RIGEL PHARMACEUTICALS INC-$3.4M -36.9%
  • TENET HEALTHCARE CORP-$2.8M -28.9%
Show all 132

New Positions

  • ALCOA ORD$6.9M
  • ONTO INNOVATION INC$2.6M
  • AFFIRM HOLDINGS INC$2.6M
  • PORCH GROUP INC$2.5M
  • MOOG INC$1.7M
Show all 66

Exited Positions

  • NCR ATLEOS CORP$9.6M
  • UNITED THERAPEUTICS CORP DEL$6.8M
  • UPWORK INC$5.3M
  • TOLL BROTHERS INC$4.2M
  • MANHATTAN ASSOCS INC$3.9M
Show all 79
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INTERCORP FINANCIAL SERVICES INC IFS P5626F128 $21.6M 3.26% 429,545 SH
2 PHIBRO ANIMAL HEALTH CL A ORD PAHC 71742Q106 $11.6M 1.76% 210,039 SH
3 BLUE BIRD CORP BLBD 095306106 $11.2M 1.70% 197,803 SH
4 EXELIXIS INC EXEL 30161Q104 $11.2M 1.69% 260,706 SH
5 CATALYST PHARMACEUTICALS INC CPRX 14888U101 $11.2M 1.69% 450,580 SH
6 CIRRUS LOGIC INC CRUS 172755100 $10.4M 1.57% 71,877 SH
7 YPF SOCIEDAD ANONIMA YPF 984245100 $10.2M 1.55% 221,544 SH
8 ALLEGHENY TECHNOLOGIES INC ATI 01741R102 $10.1M 1.52% 69,161 SH
9 COPA HOLDINGS SA CPA P31076105 $9.9M 1.50% 87,283 SH
10 ENERSYS ENS 29275Y102 $9.9M 1.49% 56,710 SH
11 MAREX GROUP PLC MRX G5S37H101 $9.5M 1.43% 212,125 SH
12 CREDICORP LTD BAP G2519Y108 $9.2M 1.39% 27,049 SH
13 ESCO TECHNOLOGIES INC ESE 296315104 $9.1M 1.37% 32,281 SH
14 MKS INC MKSI 55306N104 $8.0M 1.22% 34,954 SH
15 COSTAMARE ORD CMRE Y1771G102 $8.0M 1.21% 474,374 SH
16 UNIVERSAL HLTH SVCS INC UHS 913903100 $8.0M 1.21% 44,538 SH
17 HOST HOTELS & RESORTS INC HST 44107P104 $7.8M 1.18% 408,250 SH
18 BANK NT BUTTERFIELD AND SON ORD NTB G0772R208 $7.2M 1.10% 137,969 SH
19 NEXTPOWER INC -CL A NXT 65290E101 $6.9M 1.05% 57,495 SH
20 ALCOA ORD AA 013872106 $6.9M 1.04% 104,058 SH
21 TENET HEALTHCARE CORP THC 88033G407 $6.8M 1.03% 36,235 SH
22 COMFORT SYS USA INC FIX 199908104 $6.8M 1.03% 4,938 SH
23 ENCORE CAP GROUP INC ECPG 292554102 $6.7M 1.02% 96,072 SH
24 ARCOS DORADOS HOLDINGS CL A ORD ARCO G0457F107 $6.7M 1.02% 815,609 SH
25 XP INC XP G98239109 $6.5M 0.99% 343,320 SH
26 ANI PHARMACEUTICALS ORD ANIP 00182C103 $6.5M 0.98% 84,145 SH
27 KULICKE & SOFFA INDS INC KLIC 501242101 $6.4M 0.97% 98,028 SH
28 RUSH STREET INTERACTIVE INC RSI 782011100 $6.4M 0.96% 292,734 SH
29 MEDPACE HOLDINGS ORD MEDP 58506Q109 $6.2M 0.94% 12,909 SH
30 SYNNEX CORP SNX 87162W100 $5.9M 0.90% 35,224 SH
31 TABOOLA.COM LTD TBLA M8744T106 $5.9M 0.89% 1,907,015 SH
32 RIGEL PHARMACEUTICALS INC RIGL 766559702 $5.9M 0.89% 217,839 SH
33 TACTILE SYSTEMS TECHNOLOGY ORD TCMD 87357P100 $5.8M 0.88% 222,298 SH
34 MUELLER WATER PRODUCTS SER A ORD MWA 624758108 $5.7M 0.86% 207,636 SH
35 ASSURANT INC AIZ 04621X108 $5.6M 0.84% 25,518 SH
36 DXP ENTERPRISES INC NEW DXPE 233377407 $5.3M 0.80% 37,716 SH
37 STERLING INFRASTRUCTURE INC STRL 859241101 $5.2M 0.79% 12,792 SH
38 TUTOR PERINI CORP TPC 901109108 $5.2M 0.78% 66,959 SH
39 INTERFACE INC TILE 458665304 $5.0M 0.76% 200,986 SH
40 GENPACT LIMITED G G3922B107 $4.9M 0.74% 131,460 SH
41 DYNATRACE INC DT 268150109 $4.8M 0.73% 130,797 SH
42 FRONTDOOR INC FTDR 35905A109 $4.8M 0.73% 91,267 SH
43 CNB FINANCIAL ORD CCNE 126128107 $4.6M 0.70% 160,083 SH
44 DAVE INC DAVE 23834J201 $4.6M 0.70% 26,621 SH
45 KINIKSA PHARMACEUTICALS INTL PLC KNSA G52694109 $4.5M 0.68% 93,396 SH
46 TOAST INC TOST 888787108 $4.3M 0.65% 162,251 SH
47 RINGCENTRAL INC RNG 76680R206 $4.3M 0.64% 114,439 SH
48 HIMALAYA SHIPPING LTD HSHP G4660A103 $4.2M 0.64% 318,651 SH
49 AMALGAMATED BANK AMAL 022671101 $4.2M 0.63% 106,947 SH
50 AXCELIS TECHNOLOGIES ORD ACLS 054540208 $4.1M 0.63% 44,455 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $660.8M 387 0000921531-26-000003
2025-12-31 2026-02-11 $653.3M 400 0000921531-26-000002
2025-09-30 2025-11-12 $649.5M 406 0000921531-25-000008