RICE HALL JAMES & ASSOCIATES, LLC

Long Only Manager • Growth

RICE HALL JAMES & ASSOCIATES, LLC is a Long Only Manager specializing in Growth based in San Diego, CA led by Thomas W Mcdowell, managing $1.8B across 248 long positions as of Q3 2025 with 30% Healthcare concentration.

ChairmanThomas W Mcdowell

Portfolio Value: $1.8B
Positions: 248
Top Holding: ARLO at 3.21%
Last Reported: Q3 2025

Address600 West Broadway Suite 1000, San Diego, CA, 92101, United States

Top Holdings

Largest long holdings in RICE HALL JAMES & ASSOCIATES, LLC's portfolio (24.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Arlo Technologies ARLO	Security & Protection Services Industrials	$58.9M	3.21%	-$6.4M Sold	3.33% 3.5M shares	Q4 2021 Held for 3y 11m
2 ACI Worldwide ACIW	Software - Infrastructure Technology	$52.6M	2.87%	+$5.1M Bought	0.97% 996.6K shares	≤ Q2 2013 Held for 12y 5m+
3 Ligand Pharmaceuticals LGND	Biotechnology Healthcare	$52.2M	2.84%	-$7.6M Sold	1.51% 294.5K shares	Q1 2015 Held for 10y 8m
4 Medpace Holdings, Inc. MEDP	Medical - Diagnostics & Research Healthcare	$47.0M	2.56%	-$5.7M Sold	0.33% 91.4K shares	Q4 2020 Held for 4y 11m
5 Stride LRN	Education & Training Services Consumer Defensive	$45.5M	2.48%	-$4.1M Sold	0.70% 305.4K shares	Q1 2020 Held for 5y 8m
6 Shift4 Payments FOUR	Software - Infrastructure Technology	$45.2M	2.47%	+$18.8M Bought	0.85% 584.2K shares	Q4 2023 Held for 1y 11m
7 Fabrinet FN	Hardware, Equipment & Parts Technology	$40.5M	2.21%	-$4.1M Sold	0.31% 111.0K shares	Q2 2020 Held for 5y 5m
8 Donnelley Financial Solutions DFIN	Financial - Capital Markets Financial Services	$39.0M	2.13%	-$3.9M Sold	2.76% 759.1K shares	Q1 2021 Held for 4y 8m
9 Wix.com WIX	Software - Infrastructure Technology	$35.9M	1.96%	+$4.4M Bought	0.36% 202.0K shares	Q1 2018 Held for 7y 8m
10 Armstrong World Industries AWI	Construction Industrials	$34.6M	1.89%	-$3.2M Sold	0.41% 176.7K shares	Q2 2019 Held for 6y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in RICE HALL JAMES & ASSOCIATES, LLC's latest filing

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Market Value

$1.8B

Prior: $1.9B

Q/Q Change

-1.25%

-$23.2M

Net Flows % of MV

-12.7%

Turnover Ratio

12.3%

New Purchases

10 stocks

$46.4M

Added To

25 stocks

+$86.5M

Sold Out Of

13 stocks

$22.7M

Reduced Holdings

199 stocks

-$343.1M

Increased Positions

Position	Shares Δ	Change
1 Sportradar Group AG SRAD	New	0 → 799.2K +$21.5M
2 Crinetics Pharmaceuticals CRNX	New	0 → 174.1K +$7.3M
3 Planet Labs PL	New	0 → 338.3K +$4.4M
4 Amphastar Pharmaceuticals AMPH	New	0 → 129.3K +$3.4M
5 LegalZoom.com, Inc. LZ	New	0 → 327.2K +$3.4M

Decreased Positions

Position	Shares Δ	Change
1 Olo OLO	Sold	491.6K → 0 −$4.4M
2 CBIZ CBZ	Sold	39.2K → 0 −$2.8M
3 Primo Brands PRMB	Sold	91.8K → 0 −$2.7M
4 Harmony Biosciences Holdings, Inc. HRMY	Sold	76.3K → 0 −$2.4M
5 Portillo's Inc. PTLO	Sold	190.1K → 0 −$2.2M