Veradace Capital Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Veradace Capital Management LLC disclosed 22 US equity positions worth $145.0m in its Q4 2025 13F filing. The largest position was EB4 at 24.8% of the reported book, followed by TIPT and RPAY.
What did Veradace Capital Management LLC own in Q4 2025? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | EB4 EVENTBRITE INC | 24.8% | $36.0m | 8,084,304 | – | ||
| 2 | TIPT TIPTREE INC | Financial Services | 17.9% | $26.0m | 1,423,192 | – | |
| 3 | RPAY REPAY HLDGS CORP | Technology | 14.6% | $21.2m | 5,800,430 | – | |
| 4 | DOMO DOMO INC | Technology | 9.1% | $13.1m | 1,559,065 | – | |
| 5 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 5.2% | $7.5m | 51,000 | – | |
| 6 | TPB TURNING PT BRANDS INC | Consumer Defensive | 4.7% | $6.8m | 62,661 | – | |
| 7 | EWCZ EUROPEAN WAX CTR INC | 4.5% | $6.5m | 1,811,770 | – | ||
| 8 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 4.4% | $6.4m | 800,517 | – | |
| 9 | SSTI SOUNDTHINKING INC | Technology | 3.3% | $4.7m | 588,396 | – | |
| 10 | SNFCA SECURITY NATL FINL CORP | 2.2% | $3.2m | 353,055 | – | ||
| 11 | OPEN LENDING CORP | 1.6% | $2.4m | 1,530,213 | – | ||
| 12 | QRHC QUEST RESOURCE HLDG CORP | 1.6% | $2.3m | 1,256,082 | – | ||
| 13 | PRCH PORCH GROUP INC | Financial Services | 1.5% | $2.2m | 240,246 | – | |
| 14 | IDT IDT CORP | Communication Services | 1.5% | $2.1m | 41,179 | – | |
| 15 | CNTY CENTURY CASINOS INC | 1.4% | $2.1m | 1,560,855 | – | ||
| 16 | JAMF JAMF HLDG CORP | 0.4% | $595.1k | 45,745 | – | ||
| 17 | VIVID SEATS INC | 0.3% | $507.2k | 70,341 | – | ||
| 18 | ASPEN INSURANCE HOLDINGS LTD | 0.3% | $498.0k | 13,424 | – | ||
| 19 | FTHM FATHOM HOLDINGS INC | 0.3% | $459.0k | 454,445 | – | ||
| 20 | FOXF FOX FACTORY HLDG CORP | Consumer Cyclical | 0.2% | $287.1k | 16,779 | – | |
| 21 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 0.1% | $114.4k | 10,000 | – | |
| 22 | DTI DRILLING TOOLS INTL CORP | 0.0% | $62.0k | 25,292 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.