Bryce Point Capital, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 3 quarters from 2024-12-31 to 2025-09-30, Bryce Point Capital, LLC opened 285 positions, added to 53, reduced 173 and sold out of 512.
- Q3 2025: Stock SONO; Country of operation United States; Class COM; Shares before 16,811.
- Q3 2025: Stock WU; Country of operation United States; Class COM; Shares before 16,454.
- Q3 2025: Stock LUMN; Country of operation United States; Class COM; Shares before 38,640.
- Q3 2025: Stock APG; Country of operation United States; Class COM STK; Shares before 16,364.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2019492), 3 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | SONO
SONOS INC | United States | COM | 16,811 | 39,451 | +22,640 | $181,727 | $623,326 | +$441,599 | 2025-11-06 |
|---|
| Q3 2025 | WU
WESTERN UN CO | United States | COM | 16,454 | 66,486 | +50,032 | $138,543 | $531,223 | +$392,680 | 2025-11-06 |
|---|
| Q3 2025 | LUMN
LUMEN TECHNOLOGIES INC | United States | COM | 38,640 | 77,673 | +39,033 | $169,243 | $475,359 | +$306,116 | 2025-11-06 |
|---|
| Q3 2025 | APG
API GROUP CORP | United States | COM STK | 16,364 | 17,131 | +767 | $835,382 | $588,792 | -$246,590 | 2025-11-06 |
|---|
| Q3 2025 | CE
CELANESE CORP DEL | United States | COM | 14,758 | 15,475 | +717 | $816,560 | $651,188 | -$165,372 | 2025-11-06 |
|---|
| Q3 2025 | APPF
APPFOLIO INC | United States | COM CL A | 2,178 | 2,257 | +79 | $501,550 | $622,165 | +$120,615 | 2025-11-06 |
|---|
| Q3 2025 | CNO
CNO FINL GROUP INC | United States | COM | 9,897 | 11,884 | +1,987 | $381,826 | $470,012 | +$88,186 | 2025-11-06 |
|---|
| Q3 2025 | FRPT
FRESHPET INC | United States | COM | 9,934 | 13,661 | +3,727 | $675,115 | $752,858 | +$77,743 | 2025-11-06 |
|---|
| Q3 2025 | META
META PLATFORMS INC | United States | CL A | 813 | 859 | +46 | $600,067 | $630,832 | +$30,765 | 2025-11-06 |
|---|
| Q2 2025 | CRGY
CRESCENT ENERGY COMPANY | United States | CL A COM | 10,290 | 83,927 | +73,637 | $125,578 | $721,772 | +$596,194 | 2025-08-05 |
|---|
| Q2 2025 | NEOG
NEOGEN CORP | United States | COM | 114,256 | 154,958 | +40,702 | $1,122,248 | $740,699 | -$381,549 | 2025-08-05 |
|---|
| Q2 2025 | CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 1,849 | 2,024 | +175 | $673,372 | $1,030,843 | +$357,471 | 2025-08-05 |
|---|
| Q2 2025 | AESI
ATLAS ENERGY SOLUTIONS INC | United States | COM NEW | 50,772 | 52,551 | +1,779 | $1,004,318 | $702,607 | -$301,711 | 2025-08-05 |
|---|
| Q2 2025 | VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 1,246 | 1,956 | +710 | $602,799 | $870,811 | +$268,012 | 2025-08-05 |
|---|
| Q2 2025 | OSIS
OSI SYSTEMS INC | United States | COM | 3,913 | 4,549 | +636 | $786,729 | $1,022,888 | +$236,159 | 2025-08-05 |
|---|
| Q2 2025 | HBI
HANESBRANDS INC | United States | COM | 162,131 | 170,100 | +7,969 | $987,907 | $779,058 | -$208,849 | 2025-08-05 |
|---|
| Q2 2025 | STEP
STEPSTONE GROUP INC | United States | COM CL A | 15,849 | 18,619 | +2,770 | $836,870 | $1,033,355 | +$196,485 | 2025-08-05 |
|---|
| Q2 2025 | KRYS
KRYSTAL BIOTECH INC | United States | COM | 4,286 | 4,323 | +37 | $789,661 | $594,240 | -$195,421 | 2025-08-05 |
|---|
| Q2 2025 | OKTA
OKTA INC | United States | CL A | 7,602 | 9,718 | +2,116 | $800,901 | $971,508 | +$170,607 | 2025-08-05 |
|---|
| Q2 2025 | ALL
ALLSTATE CORP | United States | COM | 3,195 | 4,023 | +828 | $643,212 | $809,870 | +$166,658 | 2025-08-05 |
|---|
| Q2 2025 | BHF
BRIGHTHOUSE FINL INC | United States | COM | 12,578 | 15,462 | +2,884 | $693,574 | $831,392 | +$137,818 | 2025-08-05 |
|---|
| Q2 2025 | HCC
WARRIOR MET COAL INC | United States | COM | 13,236 | 17,376 | +4,140 | $677,451 | $796,342 | +$118,891 | 2025-08-05 |
|---|
| Q2 2025 | ESI
ELEMENT SOLUTIONS INC | United States | COM | 35,581 | 43,477 | +7,896 | $885,880 | $984,754 | +$98,874 | 2025-08-05 |
|---|
| Q2 2025 | DVAX
DYNAVAX TECHNOLOGIES CORP | United States | COM NEW | 25,574 | 26,129 | +555 | $357,007 | $259,200 | -$97,807 | 2025-08-05 |
|---|
| Q2 2025 | ENR
ENERGIZER HLDGS INC NEW | United States | COM | 24,634 | 36,492 | +11,858 | $829,208 | $735,679 | -$93,529 | 2025-08-05 |
|---|
| Q2 2025 | WBD
WARNER BROS DISCOVERY INC | United States | COM SER A | 10,770 | 16,986 | +6,216 | $113,195 | $194,660 | +$81,465 | 2025-08-05 |
|---|
| Q2 2025 | SNAP
SNAP INC | United States | CL A | 10,562 | 20,625 | +10,063 | $101,702 | $179,231 | +$77,529 | 2025-08-05 |
|---|
| Q2 2025 | GSHD
GOOSEHEAD INS INC | United States | COM CL A | 6,806 | 6,954 | +148 | $806,962 | $733,717 | -$73,245 | 2025-08-05 |
|---|
| Q2 2025 | DBRG
DIGITALBRIDGE GROUP INC | United States | CL A NEW | 10,850 | 16,475 | +5,625 | $100,793 | $170,516 | +$69,723 | 2025-08-05 |
|---|
| Q2 2025 | EBC
EASTERN BANKSHARES INC | United States | COM | 44,144 | 45,216 | +1,072 | $738,801 | $690,448 | -$48,353 | 2025-08-05 |
|---|
| Q2 2025 | CE
CELANESE CORP DEL | United States | COM | 13,292 | 14,758 | +1,466 | $769,190 | $816,560 | +$47,370 | 2025-08-05 |
|---|
| Q2 2025 | POOL
POOL CORP | United States | COM | 2,722 | 2,968 | +246 | $910,827 | $865,113 | -$45,714 | 2025-08-05 |
|---|
| Q1 2025 | COIN
COINBASE GLOBAL INC | United States | COM CL A | 1,897 | 5,605 | +3,708 | $471,025 | $1,086,933 | +$615,908 | 2025-05-07 |
|---|
| Q1 2025 | TEAM
ATLASSIAN CORPORATION | | CL A | 2,001 | 3,986 | +1,985 | $487,003 | $1,096,488 | +$609,485 | 2025-05-07 |
|---|
| Q1 2025 | GTLB
GITLAB INC | United States | CLASS A COM | 8,398 | 19,152 | +10,754 | $473,227 | $1,068,509 | +$595,282 | 2025-05-07 |
|---|
| Q1 2025 | TTD
THE TRADE DESK INC | United States | COM CL A | 4,152 | 16,727 | +12,575 | $487,985 | $1,034,682 | +$546,697 | 2025-05-07 |
|---|
| Q1 2025 | PGNY
PROGYNY INC | United States | COM | 20,490 | 40,745 | +20,255 | $353,453 | $898,361 | +$544,908 | 2025-05-07 |
|---|
| Q1 2025 | XPO
XPO INC | United States | COM | 3,811 | 9,215 | +5,404 | $499,813 | $1,007,955 | +$508,142 | 2025-05-07 |
|---|
| Q1 2025 | TRU
TRANSUNION | United States | COM | 4,960 | 11,236 | +6,276 | $459,842 | $962,137 | +$502,295 | 2025-05-07 |
|---|
| Q1 2025 | ALLY
ALLY FINL INC | United States | COM | 14,405 | 26,741 | +12,336 | $518,724 | $1,018,128 | +$499,404 | 2025-05-07 |
|---|
| Q1 2025 | DOCS
DOXIMITY INC | United States | CL A | 11,071 | 15,350 | +4,279 | $591,081 | $1,083,575 | +$492,494 | 2025-05-07 |
|---|
| Q1 2025 | HAYW
HAYWARD HLDGS INC | United States | COM | 31,359 | 62,508 | +31,149 | $479,479 | $906,528 | +$427,049 | 2025-05-07 |
|---|
| Q1 2025 | POOL
POOL CORP | United States | COM | 1,520 | 2,722 | +1,202 | $518,229 | $910,827 | +$392,598 | 2025-05-07 |
|---|
| Q1 2025 | FRPT
FRESHPET INC | United States | COM | 3,528 | 10,502 | +6,974 | $522,532 | $906,810 | +$384,278 | 2025-05-07 |
|---|
| Q1 2025 | STEP
STEPSTONE GROUP INC | United States | COM CL A | 8,885 | 15,849 | +6,964 | $514,264 | $836,870 | +$322,606 | 2025-05-07 |
|---|
| Q1 2025 | PFGC
PERFORMANCE FOOD GROUP CO | United States | COM | 6,549 | 10,885 | +4,336 | $553,718 | $840,004 | +$286,286 | 2025-05-07 |
|---|
| Q1 2025 | OKTA
OKTA INC | United States | CL A | 6,802 | 7,602 | +800 | $535,998 | $800,901 | +$264,903 | 2025-05-07 |
|---|
| Q1 2025 | TGNA
TEGNA INC | United States | COM | 24,797 | 38,831 | +14,034 | $453,537 | $704,168 | +$250,631 | 2025-05-07 |
|---|
| Q1 2025 | FMC
FMC CORP | United States | COM NEW | 11,520 | 18,845 | +7,325 | $559,987 | $775,488 | +$215,501 | 2025-05-07 |
|---|
| Q1 2025 | MPC
MARATHON PETE CORP | United States | COM | 4,188 | 5,466 | +1,278 | $584,226 | $792,608 | +$208,382 | 2025-05-07 |
|---|
| Q1 2025 | TTC
TORO CO | United States | COM | 8,639 | 11,515 | +2,876 | $691,984 | $893,350 | +$201,366 | 2025-05-07 |
|---|
| Q1 2025 | PRGS
PROGRESS SOFTWARE CORP | United States | COM | 8,364 | 12,868 | +4,504 | $544,915 | $717,534 | +$172,619 | 2025-05-07 |
|---|
| Q1 2025 | AZTA
AZENTA INC | United States | COM | 7,687 | 13,418 | +5,731 | $384,350 | $540,578 | +$156,228 | 2025-05-07 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |