Bares Capital Management, Inc. Buys Redfin Corp, Stitch Fix Inc, XPEL Inc

Austin, TX, based Investment company Bares Capital Management, Inc. (Current Portfolio) buys Redfin Corp, Stitch Fix Inc, XPEL Inc, Alarm.com Holdings Inc, PagerDuty Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Bares Capital Management, Inc.. As of 2021Q3, Bares Capital Management, Inc. owns 35 stocks with a total value of $5.6 billion. These are the details of the buys and sells.

For the details of Bares Capital Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/bares+capital+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Bares Capital Management, Inc.
  1. Square Inc (SQ) - 4,385,886 shares, 18.87% of the total portfolio. Shares reduced by 8.86%
  2. Wayfair Inc (W) - 2,723,289 shares, 12.48% of the total portfolio. Shares added by 8.04%
  3. Workday Inc (WDAY) - 2,627,789 shares, 11.78% of the total portfolio. Shares added by 0.29%
  4. Pegasystems Inc (PEGA) - 4,968,763 shares, 11.33% of the total portfolio. Shares reduced by 1.46%
  5. Redfin Corp (RDFN) - 10,404,721 shares, 9.35% of the total portfolio. Shares added by 30.14%
New Purchase: XPEL Inc (XPEL)

Bares Capital Management, Inc. initiated holding in XPEL Inc. The purchase prices were between $69.75 and $101.4, with an estimated average price of $82.21. The stock is now traded at around $76.730000. The impact to a portfolio due to this purchase was 0.5%. The holding were 364,806 shares as of 2021-09-30.

New Purchase: Agilysys Inc (AGYS)

Bares Capital Management, Inc. initiated holding in Agilysys Inc. The purchase prices were between $50.2 and $58.45, with an estimated average price of $54.75. The stock is now traded at around $48.310000. The impact to a portfolio due to this purchase was 0.26%. The holding were 277,400 shares as of 2021-09-30.

New Purchase: Model N Inc (MODN)

Bares Capital Management, Inc. initiated holding in Model N Inc. The purchase prices were between $31.58 and $36.84, with an estimated average price of $33.82. The stock is now traded at around $32.680000. The impact to a portfolio due to this purchase was 0.24%. The holding were 407,000 shares as of 2021-09-30.

New Purchase: Evertec Inc (EVTC)

Bares Capital Management, Inc. initiated holding in Evertec Inc. The purchase prices were between $41.57 and $47.27, with an estimated average price of $45.11. The stock is now traded at around $44.240000. The impact to a portfolio due to this purchase was 0.24%. The holding were 289,184 shares as of 2021-09-30.

New Purchase: Onto Innovation Inc (ONTO)

Bares Capital Management, Inc. initiated holding in Onto Innovation Inc. The purchase prices were between $63.69 and $79.54, with an estimated average price of $72.18. The stock is now traded at around $91.060000. The impact to a portfolio due to this purchase was 0.2%. The holding were 152,701 shares as of 2021-09-30.

New Purchase: Heska Corp (HSKA)

Bares Capital Management, Inc. initiated holding in Heska Corp. The purchase prices were between $228.69 and $274.2, with an estimated average price of $254.74. The stock is now traded at around $181.100000. The impact to a portfolio due to this purchase was 0.15%. The holding were 32,410 shares as of 2021-09-30.

Added: Redfin Corp (RDFN)

Bares Capital Management, Inc. added to a holding in Redfin Corp by 30.14%. The purchase prices were between $45.48 and $64.57, with an estimated average price of $54.15. The stock is now traded at around $44.510000. The impact to a portfolio due to this purchase was 2.17%. The holding were 10,404,721 shares as of 2021-09-30.

Added: Stitch Fix Inc (SFIX)

Bares Capital Management, Inc. added to a holding in Stitch Fix Inc by 129.05%. The purchase prices were between $33.64 and $63.32, with an estimated average price of $46.9. The stock is now traded at around $32.490000. The impact to a portfolio due to this purchase was 0.51%. The holding were 1,265,043 shares as of 2021-09-30.

Added: Alarm.com Holdings Inc (ALRM)

Bares Capital Management, Inc. added to a holding in Alarm.com Holdings Inc by 83.26%. The purchase prices were between $77.1 and $90.28, with an estimated average price of $82.79. The stock is now traded at around $85.170000. The impact to a portfolio due to this purchase was 0.41%. The holding were 648,922 shares as of 2021-09-30.

Added: PagerDuty Inc (PD)

Bares Capital Management, Inc. added to a holding in PagerDuty Inc by 71.75%. The purchase prices were between $38.08 and $47.49, with an estimated average price of $42.45. The stock is now traded at around $41.950000. The impact to a portfolio due to this purchase was 0.37%. The holding were 1,179,634 shares as of 2021-09-30.

Added: Zuora Inc (ZUO)

Bares Capital Management, Inc. added to a holding in Zuora Inc by 131.60%. The purchase prices were between $15.27 and $18.4, with an estimated average price of $16.87. The stock is now traded at around $23.080000. The impact to a portfolio due to this purchase was 0.28%. The holding were 1,676,398 shares as of 2021-09-30.

Added: Cimpress PLC (CMPR)

Bares Capital Management, Inc. added to a holding in Cimpress PLC by 99.21%. The purchase prices were between $83.43 and $120.33, with an estimated average price of $98.17. The stock is now traded at around $86.660000. The impact to a portfolio due to this purchase was 0.24%. The holding were 309,039 shares as of 2021-09-30.



Here is the complete portfolio of Bares Capital Management, Inc.. Also check out:

1. Bares Capital Management, Inc.'s Undervalued Stocks
2. Bares Capital Management, Inc.'s Top Growth Companies, and
3. Bares Capital Management, Inc.'s High Yield stocks
4. Stocks that Bares Capital Management, Inc. keeps buying