VK
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Virtus KAR Small-Cap Growth Fund | PSGAXMutual Fund | |
| VIRTUS EQUITY TRUST | |
| Last update 2025-06-20 | 28 Stocks (1 new) |
| Value $2.15 Bil | Turnover 9 % |
Virtus KAR Small-Cap Growth Fu... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MORN | Morningstar Inc | 570,290 | 171,012.9 | -9.66% | 7.950 | -0.81% | 1.350 | +4.13% | -12.25% | 12,428.9 | Capital Markets | |
LSE:AUTO | Auto Trader Group PLC | 14,773,364 | 142,852.8 | -8.46% | 6.640 | -0.53% | 1.690 | +8.79% | +4.45% | 7,191.2 | Interactive Media | |
RYAN | Ryan Specialty Holdings Inc | 1,839,687 | 135,897.7 | -6.46% | 6.320 | -0.32% | 1.450 | -12.06% | +1.88% | 8,249.5 | Insurance | |
GSHD | Goosehead Insurance Inc | 1,142,115 | 134,838.1 | -11.68% | 6.270 | -0.64% | 4.560 | -11.99% | -3.74% | 2,447.8 | Insurance | |
SFBS | Servisfirst Bancshares Inc | 1,612,065 | 133,156.6 | -6.12% | 6.190 | -0.35% | 2.950 | +20.03% | -1.49% | 4,502.8 | Banks | |
EPAC | Enerpac Tool Group Corp | 2,832,438 | 127,063.2 | -10.12% | 5.910 | -0.52% | 5.240 | -8.06% | -10.39% | 1,986.0 | Industrial Products | |
LSE:RMV | Rightmove PLC | 13,743,392 | 122,359.4 | -10.02% | 5.690 | -0.48% | 1.780 | +9.19% | +23.04% | 6,043.6 | Interactive Media | |
APPF | AppFolio Inc | 471,321 | 103,643.5 | +46.12% | 4.820 | +1.52% | 1.310 | +6.64% | -1.64% | 8,743.6 | Software | |
OLLI | Ollie's Bargain Outlet Holdings Inc | 872,885 | 101,568.9 | -8.78% | 4.720 | -0.36% | 1.420 | +9.62% | +15.55% | 7,777.4 | Retail - Defensive | |
OS | OneStream Inc | 4,375,473 | 93,372.6 | +47.18% | 4.340 | +1.39% | 2.480 | +29.53% | -10.34% | 4,507.0 | Software |
Virtus KAR Small-Cap Growth Fund's Historical Top Holdings Breakdowns
Virtus KAR Small-Cap Growth Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
KNSL | Kinsale Capital Group Inc | 2025-03-31 | New Buy New Buy | +3.98% | 416.48 ($448.86) 494.72 | $490.17 | 9.20% | New holding | 175,613 | 175,613 | |
| AZPN Unlock Delisted | Aspen Technology Inc | 2025-03-31 | Sold Out Sold Out | -2.64% | 249.06 ($260.82) 274.8 | $264.33 | 1.35% | Sold Out | 0 | -269,468 | |
AAON | AAON Inc | 2025-03-31 | Reduce Reduce | -2.27% | 73.52 ($103.13) 136.95 | $74.39 | -27.86% | Reduce -32.48% | 1,019,537 | -490,527 | |
FDS | FactSet Research Systems Inc | 2025-03-31 | Reduce Reduce | -2.09% | 427.5 ($455.27) 476.51 | $452.30 | -0.65% | Reduce -67.79% | 52,589 | -110,686 | |
APPF | AppFolio Inc | 2025-03-31 | Add Add | +1.52% | 206.66 ($229.4) 260.64 | $242.60 | 5.75% | Add 46.12% | 471,321 | 148,773 | |
OS | OneStream Inc | 2025-03-31 | Add Add | +1.39% | 20.35 ($25.65) 30.37 | $25.65 | 0% | Add 47.18% | 4,375,473 | 1,402,672 | |
SPSC | SPS Commerce Inc | 2025-03-31 | Add Add | +1.00% | 123.05 ($157.21) 197.4 | $142.42 | -9.41% | Add 35.67% | 617,418 | 162,328 | |
DAVA | Endava PLC | 2025-03-31 | Add Add | +0.93% | 19.51 ($27.74) 34.49 | $13.68 | -50.68% | Add 35.62% | 3,910,136 | 1,026,944 | |
MORN | Morningstar Inc | 2025-03-31 | Reduce Reduce | -0.81% | 282.49 ($314.89) 334.73 | $294.51 | -6.47% | Reduce -9.66% | 570,290 | -61,000 | |
FOXF | Fox Factory Holding Corp | 2025-03-31 | Reduce Reduce | -0.81% | 23.34 ($26.77) 30.17 | $28.35 | 5.90% | Reduce -71.06% | 278,339 | -683,407 |
Virtus KAR Small-Cap Growth Fund Total Holding History ($B)
Virtus KAR Small-Cap Growth Fund's Asset Allocation
Virtus KAR Small-Cap Growth Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Virtus KAR Small-Cap Growth Fund's Hypothetical Growth since 2025-03-31
Virtus KAR Small-Cap Growth Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Virtus KAR Small-Cap Growth Fund's Holdings Heat Map
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Virtus KAR Small-Cap Growth Fund's Holdings Bubble Chart
Virtus KAR Small-Cap Growth Fund News
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