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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
PEGASYSTEMS INC PEGACOM3,576,3633,115,000284,857,000253,461,00012/31/2019
ALIGN TECHNOLOGY INC ALGNCommon1,190,404140,891332,170,000142,292,00012/31/2019
Wayfair Inc. WCommon4,413,1022,011,660398,812,000129,562,00012/31/2019
Workday, Inc. WDAYCommon2,457,908409,763404,203,00056,100,00012/31/2019
Square, Inc. SQCommon5,185,949321,411324,433,00023,075,00012/31/2019
Alarm.com Holdings, Inc. ALRMCOM1,524,386321,79665,503,0009,414,00012/31/2019
TYLER TECHNOLOGIES INC TYLCommon129,6571,45238,900,0005,246,00012/31/2019
Guidewire Software, Inc. GWRECOM340,44434,84337,371,0005,167,00012/31/2019
COSTAR GROUP INC CSGPCommon367,4114,257219,822,0004,399,00012/31/2019
ZUORA INC ZUOCommon3,018,897300,15043,261,0002,344,00012/31/2019
MIDDLEBY CORP MIDDCommon333,22114,52636,494,000-761,00012/31/2019
Interactive Brokers Group, Inc. IBKRCl A7,473,61535,401348,420,000-51,607,00012/31/2019
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