Conestoga Capital Micro Cap Composite Q1 2026 Portfolio Holdings
Conestoga Capital released its Micro Cap Composite portfolio holdings for the first quarter of 2026, revealing a selection of micro-cap stocks across various sectors. The portfolio includes companies such as Q2 Holdings, Universal Technical Institute, and Twist Bioscience, reflecting a diversified approach to small-cap investing. Despite solid operational performance, some holdings like Q2 Holdings experienced stock price pressure due to concerns over slowing growth and a cautious outlook.
- ▪Conestoga Capital's Micro Cap Composite portfolio for Q1 2026 includes micro-cap companies such as Universal Technical Institute (UTI) and Twist Bioscience (TWST).
- ▪Q2 Holdings (QTWO) was a notable holding in the portfolio despite its stock underperforming due to decelerating growth and a moderate future outlook.
- ▪The portfolio consists of ten disclosed holdings, including Planet Labs (PL), Transcat (TRNS), and Phreesia (PHR), spanning sectors like technology, education, and healthcare.
- ▪All holdings are publicly traded U.S. companies with market capitalizations consistent with micro-cap investment criteria.
- ▪The report was published on April 28, 2026, on Seeking Alpha, providing transparency into Conestoga Capital’s investment strategy.
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