StockDriftsStockDriftsTop 23 Veradace Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RPAY | REPAY HLDGS CORP | 23.92% | 7.21M | $30.3M | +0.21%(+15.39K) | $4.18(-8.47%) | 2026-06-30 | |
| TIPT | TIPTREE INC | 18.45% | 1.30M | $23.3M | -29.33%(-540.83K) | $18.46(-1.43%) | 2026-06-30 | |
| SSTI | SOUNDTHINKING INC | 14.95% | 2.09M | $18.9M | +0.00%(+0) | $8.09(+2.21%) | 2026-06-30 | |
| DV | DOUBLEVERIFY HLDGS INC | 7.36% | 859.3K | $9.3M | +4.25%(+35.00K) | $10.47(+26.81%) | 2026-06-30 | |
| DOMO | DOMO INC | 5.2% | 2.10M | $6.6M | +6.19%(+122.52K) | $10.33(-62.24%) | 2026-06-30 | |
| TPB | TURNING PT BRANDS INC | 4.51% | 67.3K | $5.7M | +7.40%(+4.64K) | $102.38(-14.91%) | 2026-06-30 | |
| LPRO | OPEN LENDING CORP | 3.83% | 1.56M | $4.8M | +0.00%(+0) | $1.82(+72.31%) | 2026-06-30 | |
| IDT | IDT CORP | 2.97% | 64.6K | $3.8M | +7.33%(+4.41K) | $51.41(+28.58%) | 2026-06-30 | |
| SNFCA | SECURITY NATL FINL CORP | 2.7% | 353.1K | $3.4M | +0.00%(+0) | $8.84(+5.66%) | 2026-06-30 | |
| BABA | ALIBABA GROUP HLDG LTD | 2.28% | 30.0K | $2.9M | +0.00%(+0) | $162.65(-24.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -1.82% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.49% |
Veradace Capital Management LLC reports $132.45M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are RPAY (23.9%), TIPT (18.4%) and SSTI (14.9%). The top 20 holdings account for 95% of reported assets. Its disclosed equity book has returned -1.82% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Veradace Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1772351). View Veradace Capital Management LLC’s 13F filings on SEC