Lapides Asset Management, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
500 WEST PUTNAM AVENUE GREENWICH, CT 06830
As of the latest 13F report, the guru’s equity portfolio contained 51 stocks valued at a total of $188.00Mil. The top holdings were
According to GuruFocus data, these were Lapides Asset Management, LLC’s top five trades of the quarter.
ChannelAdvisor Corp
The guru sold out of their 325,200-share investment in NYSE:ECOM. Previously, the stock had a 4.2% weight in the equity portfolio. Shares traded for an average price of $22.95 during the quarter.
On 01/27/2023, ChannelAdvisor Corp traded for a price of $23.09 per share and a market cap of $667.68Mil. The stock has returned -14.00% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, ChannelAdvisor Corp has a price-earnings ratio of 19.62, a price-book ratio of 3.95, a EV-to-Ebitda ratio of 29.34 and a price-sales ratio of 4.13.
The price-to-GF Value ratio is 1.16, earning the stock a GF Value rank of 3.
Adeia Inc
The guru sold out of their 382,326-share investment in LTS:0M2A. Previously, the stock had a 3.08% weight in the equity portfolio. Shares traded for an average price of $20.49 during the quarter.
On 01/27/2023, Adeia Inc traded for a price of $20.492 per share and a market cap of $1.19Bil. The stock has returned 0.98% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Adeia Inc has a price-book ratio of 1.20, a EV-to-Ebitda ratio of -14.48 and a price-sales ratio of 1.29.
The price-to-GF Value ratio is 3.07, earning the stock a GF Value rank of 7.
BTRS Holdings Inc
The guru sold out of their 410,700-share investment in NAS:BTRS. Previously, the stock had a 2.17% weight in the equity portfolio. Shares traded for an average price of $9.42 during the quarter.
On 01/27/2023, BTRS Holdings Inc traded for a price of $9.49 per share and a market cap of $1.59Bil. The stock has returned 48.75% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 1 out of 10.
In terms of valuation, BTRS Holdings Inc has a price-book ratio of 6.21, a EV-to-Ebitda ratio of -19.67 and a price-sales ratio of 8.13.
Lightspeed Commerce Inc
The guru established a new position worth 256,200 shares in NYSE:LSPD, giving the stock a 1.95% weight in the equity portfolio. Shares traded for an average price of $16.3 during the quarter.
On 01/27/2023, Lightspeed Commerce Inc traded for a price of $18.22 per share and a market cap of $2.73Bil. The stock has returned -32.73% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 3 out of 10.
In terms of valuation, Lightspeed Commerce Inc has a price-book ratio of 0.84, a EV-to-Ebitda ratio of -6.70 and a price-sales ratio of 4.30.
The price-to-GF Value ratio is 0.19, earning the stock a GF Value rank of 2.
Xperi Inc
The guru established a new position worth 402,530 shares in NYSE:XPER, giving the stock a 1.85% weight in the equity portfolio. Shares traded for an average price of $11.44 during the quarter.
On 01/27/2023, Xperi Inc traded for a price of $9.965 per share and a market cap of $418.77Mil. The stock has returned 0.00% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10. There is insufficient data to calculate the stock’s profitability rating.
In terms of valuation, Xperi Inc has a price-book ratio of 0.56, a EV-to-Ebitda ratio of -9.19 and a price-sales ratio of 1.64.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!
This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.
