Sapience Investments, LLC
Filing Date
Global Rank
#8,662
/ 8,702
▼ 641
· as of Mar 2026
Top Industry
Banks - Regional
8.3%
3Y Alpha vs SPY
-5.0%
Period ended 5 months ago
Filed May 15, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+54.9%
SPY
+76.2%
Annualised alpha
-5.1%
Max drawdown
−26.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
114 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
3.1%
+0.3 pts
Top 5
13.7%
+0.4 pts
Top 10
25.3%
−0.6 pts
HHI
141
Diversified−74
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 18.2% | $140,739 |
| Consumer Cyclical | 15.0% | $115,402 |
| Industrials | 14.2% | $109,730 |
| Healthcare | 13.9% | $107,125 |
| Technology | 13.1% | $101,192 |
| Consumer Defensive | 7.3% | $56,215 |
| Energy | 6.1% | $47,164 |
| Real Estate | 5.4% | $41,331 |
| Communication Services | 2.9% | $22,150 |
| Utilities | 2.4% | $18,847 |
| Basic Materials | 1.6% | $11,981 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVTR | Avantor, Inc. | −54,723 | 1,717 | $13,461 | |
| IART | Integra Lifesciences Holdings Corp | −45,468 | 1,914 | $18,029 | |
| PR | Permian Resources Corp | −43,656 | 761 | $16,224 | |
| NCLH | Norwegian Cruise Line Holdings Ltd. | −32,712 | 575 | $10,752 | |
| HR | Healthcare Realty Trust Inc | −28,639 | 431 | $7,322 | |
| ACHC | Acadia Healthcare Company, Inc. | −26,636 | 787 | $18,407 | |
| PLAY | Dave & Buster's Entertainment, Inc. | −25,585 | 375 | $4,061 | |
| OPLN | OPENLANE, Inc. | −21,782 | 751 | $21,891 | |
| ELAN | Elanco Animal Health Inc | −21,190 | 197 | $4,714 | |
| BRBR | Bellring Brands, Inc. | −20,568 | 1,105 | $17,779 | |
| BRX | Brixmor Property Group Inc. | −18,362 | 131 | $3,772 | |
| SW | Smurfit Westrock plc | −16,783 | 318 | $12,672 | |
| CDP | Copt Defense Properties | −15,811 | 223 | $6,823 | |
| EYE | National Vision Holdings, Inc. | −15,743 | 229 | $5,931 | |
| VRNS | Varonis Systems Inc | −15,389 | 145 | $3,113 | |
| PZZA | Papa Johns International Inc | −13,399 | 427 | $13,839 | |
| SLGN | Silgan Holdings Inc | −13,070 | 160 | $6,208 | |
| GBCI | Glacier Bancorp, Inc. | −11,635 | 387 | $17,287 | |
| VNOM | Viper Energy, Inc. | −10,084 | 84 | $3,947 | |
| ELF | e.l.f. Beauty, Inc. | −9,108 | 262 | $15,879 | |
| EQT | EQT Corp | −8,206 | 58 | $3,691 | |
| ESNT | Essent Group Ltd. | −7,788 | 94 | $5,493 | |
| HAS | Hasbro, Inc. | −6,787 | 43 | $4,024 | |
| FLEX | Flex Ltd. | −6,240 | 72 | $4,713 | |
| COO | Cooper Companies, Inc. | −5,937 | 42 | $3,003 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FUN | Six Flags Entertainment Corporation/NEW | 1,011 | $17,945 | |
| ENTG | Entegris Inc | 110 | $12,896 | |
| C | Citigroup Inc | 95 | $10,773 | |
| XOM | ExxonMobil Holdings Corp | 56 | $9,500 | |
| GOOGL | Alphabet Inc. | 33 | $9,466 | |
| SCHW | Schwab Charles Corp | 94 | $8,834 | |
| JPM | Jpmorgan Chase & Co | 30 | $8,824 | |
| AMZN | Amazon Com Inc | 36 | $7,497 | |
| NEE | Nextera Energy Inc | 79 | $7,337 | |
| BN | BROOKFIELD Corp /ON/ | 181 | $7,325 | |
| FCX | Freeport-Mcmoran Inc | 124 | $7,288 | |
| TGT | Target Corp | 59 | $7,150 | |
| SMTC | Semtech Corp | 91 | $6,996 | |
| META | Meta Platforms, Inc. | 12 | $6,865 | |
| PLD | Prologis, Inc. | 51 | $6,741 | |
| CCL | Carnival Corp Ltd. | 260 | $6,728 | |
| WFRD | Weatherford International plc | 67 | $6,336 | |
| PEP | Pepsico Inc | 40 | $6,211 | |
| HCA | HCA Healthcare, Inc. | 13 | $6,152 | |
| V | Visa Inc. | 20 | $6,044 | |
| LMT | Lockheed Martin Corp | 10 | $6,043 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | 75 | $5,899 | |
| TMO | Thermo Fisher Scientific Inc. | 12 | $5,898 | |
| AIG | American International Group, Inc. | 78 | $5,869 | |
| MSFT | Microsoft Corp | 15 | $5,552 | |
| No positions match the current search. | ||||
114 tracked positions ·
$771,876 total
· filing declares
114 positions · $771,938
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 114 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COHR |
Coherent Corp.
Technology
|
Reduced | 99 | $23,582 | 3.06% | |
| RRX |
Regal Rexnord Corp
Industrials
|
Reduced | 123 | $23,032 | 2.98% | |
| OPLN |
OPENLANE, Inc.
Consumer Cyclical
|
Reduced | 751 | $21,891 | 2.84% | |
| WTFC |
Wintrust Financial Corp
Financial Services
|
Reduced | 136 | $18,895 | 2.45% | |
| ACHC |
Acadia Healthcare Company, Inc.
Healthcare
|
Reduced | 787 | $18,407 | 2.38% | |
| KEX |
Kirby Corp
Industrials
|
Reduced | 136 | $18,071 | 2.34% | |
| IART |
Integra Lifesciences Holdings Corp
Healthcare
|
Reduced | 1,914 | $18,029 | 2.34% | |
| FUN |
Six Flags Entertainment Corporation/NEW
Consumer Cyclical
|
NEW | 1,011 | $17,945 | 2.32% | |
| BRBR |
Bellring Brands, Inc.
Consumer Defensive
|
Reduced | 1,105 | $17,779 | 2.30% | |
| GBCI |
Glacier Bancorp, Inc.
Financial Services
|
Reduced | 387 | $17,287 | 2.24% | |
| PR |
Permian Resources Corp
Energy
|
Reduced | 761 | $16,224 | 2.10% | |
| ALGN |
Align Technology Inc
Healthcare
|
Reduced | 93 | $15,942 | 2.07% | |
| ELF |
e.l.f. Beauty, Inc.
Consumer Defensive
|
Reduced | 262 | $15,879 | 2.06% | |
| RNR |
Renaissancere Holdings Ltd
Financial Services
|
Reduced | 48 | $14,267 | 1.85% | |
| AME |
Ametek Inc/
Industrials
|
Reduced | 66 | $14,147 | 1.83% | |
| PZZA |
Papa Johns International Inc
Consumer Cyclical
|
Reduced | 427 | $13,839 | 1.79% | |
| JLL |
Jones Lang Lasalle Inc
Real Estate
|
Reduced | 45 | $13,694 | 1.77% | |
| AVTR |
Avantor, Inc.
Healthcare
|
Reduced | 1,717 | $13,461 | 1.74% | |
| ENTG |
Entegris Inc
Technology
|
NEW | 110 | $12,896 | 1.67% | |
| SW |
Smurfit Westrock plc
Consumer Cyclical
|
Reduced | 318 | $12,672 | 1.64% | |
| TWLO |
Twilio Inc
Technology
|
Reduced | 88 | $11,072 | 1.43% | |
| C |
Citigroup Inc
Financial Services
|
NEW | 95 | $10,773 | 1.40% | |
| NCLH |
Norwegian Cruise Line Holdings Ltd.
Consumer Cyclical
|
Reduced | 575 | $10,752 | 1.39% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 56 | $9,500 | 1.23% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 33 | $9,466 | 1.23% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
NEW | 94 | $8,834 | 1.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 30 | $8,824 | 1.14% | |
| IDA |
Idacorp Inc
Utilities
|
Reduced | 58 | $8,292 | 1.07% | |
| BPOP |
Popular, Inc.
Financial Services
|
Reduced | 57 | $7,647 | 0.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 36 | $7,497 | 0.97% | |
| NEE |
Nextera Energy Inc
Utilities
|
NEW | 79 | $7,337 | 0.95% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
NEW | 181 | $7,325 | 0.95% | |
| HR |
Healthcare Realty Trust Inc
Real Estate
|
Reduced | 431 | $7,322 | 0.95% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
NEW | 124 | $7,288 | 0.94% | |
| TGT |
Target Corp
Consumer Defensive
|
NEW | 59 | $7,150 | 0.93% | |
| SMTC |
Semtech Corp
Technology
|
NEW | 91 | $6,996 | 0.91% | |
| LECO |
Lincoln Electric Holdings Inc
Industrials
|
Reduced | 28 | $6,974 | 0.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 12 | $6,865 | 0.89% | |
| CDP |
Copt Defense Properties
Real Estate
|
Reduced | 223 | $6,823 | 0.88% | |
| PLD |
Prologis, Inc.
Real Estate
|
NEW | 51 | $6,741 | 0.87% | |
| CCL |
Carnival Corp Ltd.
Consumer Cyclical
|
NEW | 260 | $6,728 | 0.87% | |
| WFRD |
Weatherford International plc
Energy
|
NEW | 67 | $6,336 | 0.82% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
NEW | 40 | $6,211 | 0.80% | |
| SLGN |
Silgan Holdings Inc
Consumer Cyclical
|
Reduced | 160 | $6,208 | 0.80% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
NEW | 13 | $6,152 | 0.80% | |
| V |
Visa Inc.
Financial Services
|
NEW | 20 | $6,044 | 0.78% | |
| LMT |
Lockheed Martin Corp
Industrials
|
NEW | 10 | $6,043 | 0.78% | |
| EYE |
National Vision Holdings, Inc.
Consumer Cyclical
|
Reduced | 229 | $5,931 | 0.77% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
NEW | 75 | $5,899 | 0.76% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
NEW | 12 | $5,898 | 0.76% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.