Sapience Investments, LLC

CIK

1682598

Location

Irvine, CA

Portfolio Value

Micro $762,410

Diversification

Diversified

Filing Date

Global Rank

#8,545 / 8,605 ▼ 915 · as of Mar 2026

Top Industry

Banks - Regional 8.4%

3Y Alpha vs SPY

-1.6%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.2%

SPY

+76.5%

Annualised alpha

-2.2%

Max drawdown

−25.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

113 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.1%

+0.3 pts

Top 5

13.9%

+0.6 pts

Top 10

25.6%

−0.3 pts

HHI

143

Diversified−72

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	18.5%	$140,739	21
Consumer Cyclical	15.1%	$115,402	13
Industrials	14.4%	$109,730	17
Healthcare	14.1%	$107,125	15
Technology	13.3%	$101,192	17
Consumer Defensive	7.4%	$56,215	7
Energy	6.2%	$47,164	8
Real Estate	5.4%	$41,331	6
Utilities	2.5%	$18,847	3
Communication Services	1.7%	$12,684	3
Basic Materials	1.6%	$11,981	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
FUN	Six Flags Entertainment Corporation/NEW	1,011	$17,945
ENTG	Entegris Inc	110	$12,896
C	Citigroup Inc	95	$10,773
XOM	Exxon Mobil Corp	56	$9,500
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
UL	Unilever PLC	95	$5,412
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
WBS	Webster Financial Corp	11,255	$708,389
ATI	Ati Inc	5,893	$676,280
ESTC	Elastic N.V.	4,899	$369,580
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

113 positions · $762,410 total · 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 113 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COHR	Coherent Corp. Technology	Reduced	99	-3,124	$23,582	−96.0%	3.09%
RRX	Regal Rexnord Corp Industrials	Reduced	123	-4,485	$23,032	−96.4%	3.02%
OPLN	OPENLANE, Inc. Consumer Cyclical	Reduced	751	-21,782	$21,891	−96.7%	2.87%
WTFC	Wintrust Financial Corp Financial Services	Reduced	136	-4,590	$18,895	−97.1%	2.48%
ACHC	Acadia Healthcare Company, Inc. Healthcare	Reduced	787	-26,636	$18,407	−95.3%	2.41%
KEX	Kirby Corp Industrials	Reduced	136	-5,683	$18,071	−97.2%	2.37%
IART	Integra Lifesciences Holdings Corp Healthcare	Reduced	1,914	-45,468	$18,029	−96.9%	2.36%
FUN	Six Flags Entertainment Corporation/NEW Consumer Cyclical	NEW	1,011	NEW	$17,945	NEW	2.35%
BRBR	Bellring Brands, Inc. Consumer Defensive	Reduced	1,105	-20,568	$17,779	−96.9%	2.33%
GBCI	Glacier Bancorp, Inc. Financial Services	Reduced	387	-11,635	$17,287	−96.7%	2.27%
PR	Permian Resources Corp Energy	Reduced	761	-43,656	$16,224	−97.4%	2.13%
ALGN	Align Technology Inc Healthcare	Reduced	93	-4,077	$15,942	−97.6%	2.09%
ELF	e.l.f. Beauty, Inc. Consumer Defensive	Reduced	262	-9,108	$15,879	−97.8%	2.08%
RNR	Renaissancere Holdings Ltd Financial Services	Reduced	48	-2,053	$14,267	−97.6%	1.87%
AME	Ametek Inc/ Industrials	Reduced	66	-3,187	$14,147	−97.9%	1.86%
PZZA	Papa Johns International Inc Consumer Cyclical	Reduced	427	-13,399	$13,839	−97.4%	1.82%
JLL	Jones Lang Lasalle Inc Real Estate	Reduced	45	-1,943	$13,694	−98.0%	1.80%
AVTR	Avantor, Inc. Healthcare	Reduced	1,717	-54,723	$13,461	−97.9%	1.77%
ENTG	Entegris Inc Technology	NEW	110	NEW	$12,896	NEW	1.69%
SW	Smurfit Westrock plc Consumer Cyclical	Reduced	318	-16,783	$12,672	−98.1%	1.66%
TWLO	Twilio Inc Technology	Reduced	88	-4,661	$11,072	−98.4%	1.45%
C	Citigroup Inc Financial Services	NEW	95	NEW	$10,773	NEW	1.41%
NCLH	Norwegian Cruise Line Holdings Ltd. Consumer Cyclical	Reduced	575	-32,712	$10,752	−98.6%	1.41%
XOM	Exxon Mobil Corp Energy	NEW	56	NEW	$9,500	NEW	1.25%
SCHW	Schwab Charles Corp Financial Services	NEW	94	NEW	$8,834	NEW	1.16%
JPM	Jpmorgan Chase & Co Financial Services	NEW	30	NEW	$8,824	NEW	1.16%
IDA	Idacorp Inc Utilities	Reduced	58	-4,210	$8,292	−98.5%	1.09%
BPOP	Popular, Inc. Financial Services	Reduced	57	-4,470	$7,647	−98.6%	1.00%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	36	NEW	$7,497	NEW	0.98%
NEE	Nextera Energy Inc Utilities	NEW	79	NEW	$7,337	NEW	0.96%
BN	BROOKFIELD Corp /ON/ Financial Services	NEW	181	NEW	$7,325	NEW	0.96%
HR	Healthcare Realty Trust Inc Real Estate	Reduced	431	-28,639	$7,322	−98.5%	0.96%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	124	NEW	$7,288	NEW	0.96%
TGT	Target Corp Consumer Defensive	NEW	59	NEW	$7,150	NEW	0.94%
SMTC	Semtech Corp Technology	NEW	91	NEW	$6,996	NEW	0.92%
LECO	Lincoln Electric Holdings Inc Industrials	Reduced	28	-2,114	$6,974	−98.6%	0.91%
META	Meta Platforms, Inc. Communication Services	NEW	12	NEW	$6,865	NEW	0.90%
CDP	Copt Defense Properties Real Estate	Reduced	223	-15,811	$6,823	−98.5%	0.89%
PLD	Prologis, Inc. Real Estate	NEW	51	NEW	$6,741	NEW	0.88%
CCL	Carnival Corp Ltd. Consumer Cyclical	NEW	260	NEW	$6,728	NEW	0.88%
WFRD	Weatherford International plc Energy	NEW	67	NEW	$6,336	NEW	0.83%
PEP	Pepsico Inc Consumer Defensive	NEW	40	NEW	$6,211	NEW	0.81%
SLGN	Silgan Holdings Inc Consumer Cyclical	Reduced	160	-13,070	$6,208	−98.8%	0.81%
HCA	HCA Healthcare, Inc. Healthcare	NEW	13	NEW	$6,152	NEW	0.81%
V	Visa Inc. Financial Services	NEW	20	NEW	$6,044	NEW	0.79%
LMT	Lockheed Martin Corp Industrials	NEW	10	NEW	$6,043	NEW	0.79%
EYE	National Vision Holdings, Inc. Consumer Cyclical	Reduced	229	-15,743	$5,931	−98.6%	0.78%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	NEW	75	NEW	$5,899	NEW	0.77%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	12	NEW	$5,898	NEW	0.77%
AIG	American International Group, Inc. Financial Services	NEW	78	NEW	$5,869	NEW	0.77%