31 is the total number of securities Pivot Point Capital Partners, LLC has owned. The longest Pivot Point Capital Partners, LLC has owned a single stock is 18 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| WTS | WATTS WATER TECHNOLOGI... | 18 | 18 | 11.76% | 16.32% | 29.99% | Q2 2013 | Q3 2017 | 18 |
| CLH | CLEAN HARBORS INC | 18 | 18 | 5.96% | 11.79% | 21.77% | Q2 2013 | Q3 2017 | 18 |
| SCOR | COMSCORE INC | 16 | 16 | 13.50% | 17.64% | 27.25% | Q2 2013 | Q1 2017 | 16 |
| HAWK | BLACKHAWK NETWORK HOLD... | 12 | 1 | 1.58% | 26.66% | 70.27% | Q1 2014 | Q1 2018 | 13 |
| EXAM | EXAMWORKS GROUP INC | 13 | 13 | 18.71% | 21.42% | 26.64% | Q2 2013 | Q2 2016 | 13 |
| RATE | BANKRATE INC DEL | 11 | 11 | 8.13% | 10.46% | 12.34% | Q2 2013 | Q4 2015 | 11 |
| MNRO | MONRO MUFFLER BRAKE INC | 7 | 7 | 1.62% | 25.65% | 100.00% | Q4 2016 | Q2 2018 | 7 |
| INFA | INFORMATICA CORP | 7 | 7 | 9.06% | 9.94% | 10.73% | Q2 2013 | Q4 2014 | 7 |
| ANSS | ANSYS INC | 6 | 1 | 2.25% | 7.85% | 9.08% | Q2 2013 | Q2 2016 | 7 |
| CRI | CARTERS INC | 5 | 5 | 2.81% | 12.12% | 19.59% | Q4 2016 | Q4 2017 | 5 |
| HAWKB | BLACKHAWK NETWORK HLDG... | 4 | 4 | 9.52% | 12.17% | 14.27% | Q2 2014 | Q1 2015 | 4 |
| LPLA | LPL FINL HLDGS INC | 4 | 4 | 7.21% | 9.33% | 10.62% | Q2 2013 | Q1 2014 | 4 |
| MFRM | MATTRESS FIRM HOLDING ... | 4 | 4 | 5.25% | 8.39% | 10.55% | Q3 2015 | Q2 2016 | 4 |
| SALE | RETAILMENOT INC | 4 | 4 | 4.06% | 6.17% | 10.64% | Q3 2014 | Q2 2015 | 4 |
| INFORMATICA CORP | 4 | 4 | 0.08% | 0.37% | 0.93% | Q2 2013 | Q1 2014 | 4 | |
| HMSY | HMS HOLDINGS CORP | 2 | 1 | 0.97% | 2.56% | 3.65% | Q2 2014 | Q2 2015 | 3 |
| CLEAN HARBORS INC | 3 | 3 | 0.19% | 0.22% | 0.26% | Q3 2013 | Q1 2014 | 3 | |
| MD | MEDNAX INC | 2 | 2 | 8.76% | 9.37% | 9.98% | Q4 2016 | Q1 2017 | 2 |
| ELLI | ELLIE MAE INC | 2 | 2 | 2.72% | 3.48% | 4.23% | Q4 2016 | Q1 2017 | 2 |
| NSP | INSPERITY INC | 2 | 2 | 0.34% | 0.89% | 1.45% | Q3 2013 | Q4 2013 | 2 |
| ABCO | ADVISORY BOARD COMPANY | 1 | 1 | 0.26% | 0.84% | 1.42% | Q2 2016 | Q4 2016 | 2 |
| NO HOLDINGS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 | |
| GNRC | GENERAC HOLDINGS INC | 1 | 1 | 7.29% | 7.29% | 7.29% | Q3 2017 | Q3 2017 | 1 |
| NTCT | NETSCOUT SYSTEMS, INC | 1 | 1 | 3.23% | 3.23% | 3.23% | Q4 2015 | Q4 2015 | 1 |
| OUT | OUTFRONT MEDIA INC | 1 | 1 | 2.90% | 2.90% | 2.90% | Q3 2017 | Q3 2017 | 1 |
| SFLY | SHUTTERFLY INC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q1 2017 | Q1 2017 | 1 |
| RP | REALPAGE INC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q1 2014 | Q1 2014 | 1 |
| CFX | COLFAX | 1 | 1 | 1.89% | 1.89% | 1.89% | Q3 2015 | Q3 2015 | 1 |
| KAR | KAR AUCTION SERVICES INC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2016 | Q4 2016 | 1 |
| ULTI | ULTIMATE SOFTWARE GROU... | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2016 | Q4 2016 | 1 |
| AVD | AMERICAN VANGUARD CORP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2013 | Q2 2013 | 1 |
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The securities at the top of the list , including WATTS WATER TECHNOLOGIES INC, CLEAN HARBORS INC, and COMSCORE INC, are the highest-conviction holdings of Pivot Point Capital Partners, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Pivot Point Capital Partners, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Pivot Point Capital Partners, LLC owns currently or has owned in the past.