DISCIPLINED GROWTH INVESTORS INC /MN
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| GARTNER INC COM | 86,687 | 357,160 | +270,473 | 22,787,412 | 90,104,325 | +67,316,913 |
| VIASAT INC COM | 5,725,915 | 5,925,770 | +199,855 | 167,769,309 | 204,202,034 | +36,432,725 |
| CELSIUS HLDGS INC COM NEW | 688,200 | 1,525,147 | +836,947 | 39,564,618 | 69,760,224 | +30,195,606 |
| ALIGN TECHNOLOGY INC | 803,981 | 820,935 | +16,954 | 100,674,501 | 128,189,000 | +27,514,499 |
| STITCH FIX INC COM CL A | 17,510,800 | 19,477,691 | +1,966,891 | 76,171,980 | 102,257,878 | +26,085,898 |
| AKAMAI TECHNOLOGIES COM | 1,744,167 | 1,774,883 | +30,716 | 132,138,092 | 154,858,542 | +22,720,450 |
| COTERRA ENERGY INC COM | 6,675,268 | 6,777,536 | +102,268 | 157,870,088 | 178,384,748 | +20,514,660 |
| KORNIT DIGITAL LTD SHS | 1,838,476 | 3,034,591 | +1,196,115 | 24,819,426 | 43,637,419 | +18,817,993 |
| EXPAND ENERGY CORPORATION COM | 2,493,676 | 2,549,879 | +56,203 | 264,928,138 | 281,404,646 | +16,476,508 |
| INTUITIVE SURGICAL INC | 109,480 | 110,426 | +946 | 48,962,740 | 62,540,869 | +13,578,129 |
| SEMTECH CORP COM | 2,729,382 | 2,801,291 | +71,909 | 195,014,344 | 206,427,134 | +11,412,790 |
| MONDAY LTD | 0 | 72,949 | +72,949 | 0 | 10,764,354 | +10,764,354 |
| WEAVE COMMUNICATIONS INC COM | 1,265,453 | 2,311,343 | +1,045,890 | 8,453,226 | 17,543,093 | +9,089,867 |
| PLEXUS CORP COM | 1,553,569 | 1,590,840 | +37,271 | 224,785,899 | 233,853,480 | +9,067,581 |
| CORE LABORATORIES INC | 5,969,860 | 5,166,914 | -802,946 | 73,787,470 | 82,825,631 | +9,038,161 |
| DOUBLEVERIFY HLDGS INC COM | 2,895,694 | 3,738,393 | +842,699 | 34,690,414 | 42,767,216 | +8,076,802 |
| ZIPRECRUITER INC CL A | 4,153,074 | 6,371,139 | +2,218,065 | 17,525,972 | 24,847,442 | +7,321,470 |
| PROTO LABS INC COM | 2,592,373 | 2,673,729 | +81,356 | 129,696,421 | 135,263,950 | +5,567,529 |
| SHARKNINJA INC COM SHS | 447,718 | 455,597 | +7,879 | 46,182,112 | 50,981,304 | +4,799,192 |
| AXOGEN INC COM | 167,577 | 201,876 | +34,299 | 2,989,574 | 6,607,401 | +3,617,827 |
| POWERFLEET INC | 7,351,898 | 7,918,934 | +567,036 | 38,523,946 | 42,128,729 | +3,604,783 |
| PROGYNY INC COM | 601,809 | 622,433 | +20,624 | 12,950,930 | 15,984,079 | +3,033,149 |
| EGAIN CORP COM NEW | 868,825 | 935,270 | +66,445 | 7,567,466 | 9,623,928 | +2,056,462 |
| GLOBANT SA | 71,448 | 84,095 | +12,647 | 4,099,686 | 5,497,290 | +1,397,604 |
| MILLERKNOLL INC COM | 472,044 | 515,994 | +43,950 | 8,374,061 | 9,432,370 | +1,058,309 |
| MATERIALISE NV SPONSORED ADS | 1,008,237 | 1,173,846 | +165,609 | 5,615,880 | 6,514,845 | +898,965 |
| MIMEDX GROUP INC COM | 1,383,451 | 1,482,894 | +99,443 | 9,656,488 | 10,039,192 | +382,704 |
| INMODE LTD SHS | 255,620 | 282,869 | +27,249 | 3,808,738 | 4,155,346 | +346,608 |
| APPLE INC COM | 1,535 | 1,535 | 0 | 390,857 | 417,305 | +26,448 |
| MICROSOFT CORP COM | 672 | 672 | 0 | 348,062 | 324,993 | -23,069 |
| SNAP ON INC COM | 326,023 | 327,754 | +1,731 | 112,976,750 | 112,944,028 | -32,722 |
| BROADCOM INC COM | 1,037 | 893 | -144 | 342,117 | 309,067 | -33,050 |
| STONERIDGE INC COM | 190,991 | 204,019 | +13,028 | 1,455,351 | 1,181,270 | -274,081 |
| GRACO INC COM | 350,878 | 358,412 | +7,534 | 29,810,595 | 29,379,032 | -431,563 |
| TAKE-TWO INTERACTIVE SOFTWARE | 306,348 | 306,935 | +587 | 79,148,069 | 78,584,568 | -563,501 |
| MICROCHIP TECHNOLOGY INC. COM | 1,782,569 | 1,785,355 | +2,786 | 114,476,581 | 113,762,821 | -713,760 |
| SIMPSON MFG INC COM | 256,037 | 260,230 | +4,193 | 42,875,956 | 42,019,338 | -856,618 |
| CEVA INC COM | 540,070 | 607,748 | +67,678 | 14,263,249 | 13,078,737 | -1,184,512 |
| PAYCHEX INC COM | 151,143 | 153,351 | +2,208 | 19,158,887 | 17,202,915 | -1,955,972 |
| ALARM COM HLDGS INC COM | 3,332,095 | 3,417,517 | +85,422 | 176,867,603 | 174,361,717 | -2,505,886 |
| INTUIT COM | 91,011 | 89,795 | -1,216 | 62,152,322 | 59,482,004 | -2,670,318 |
| GEOSPACE TECHNOLOGIES CORP COM | 1,153,589 | 1,131,568 | -22,021 | 21,872,047 | 19,134,815 | -2,737,232 |
| SOUNDTHINKING INC COM | 413,441 | 195,941 | -217,500 | 4,986,098 | 1,573,406 | -3,412,692 |
| IPG PHOTONICS CORP COM | 561,566 | 566,734 | +5,168 | 44,470,412 | 40,578,154 | -3,892,258 |
| AUTODESK INC COM | 320,777 | 321,967 | +1,190 | 101,901,230 | 95,305,452 | -6,595,778 |
| SPS COMM INC COM | 792,472 | 844,613 | +52,141 | 82,528,034 | 75,280,357 | -7,247,677 |
| POWER INTEGRATIONS INC COM | 1,966,940 | 2,001,698 | +34,758 | 79,090,657 | 71,140,347 | -7,950,310 |
| ZETA GLOBAL HOLDINGS CORP CL A | 6,114,851 | 5,500,408 | -614,443 | 121,502,089 | 111,933,303 | -9,568,786 |
| LGI HOMES INC COM | 787,022 | 711,214 | -75,808 | 40,696,908 | 30,553,753 | -10,143,155 |
| FLOOR & DECOR HLDGS INC CL A | 1,119,517 | 1,146,738 | +27,221 | 82,508,403 | 69,824,877 | -12,683,526 |
| DOLBY LABORATORIES INC COM CL | 1,373,562 | 1,342,492 | -31,070 | 99,404,682 | 86,214,836 | -13,189,846 |
| GENERAC HLDGS INC COM | 618,214 | 627,776 | +9,562 | 103,489,024 | 85,609,813 | -17,879,211 |
| TREX CO INC COM | 1,035,607 | 1,007,236 | -28,371 | 53,509,814 | 35,333,839 | -18,175,975 |
| YETI HLDGS INC COM | 772,764 | 132,697 | -640,067 | 25,640,310 | 5,861,226 | -19,779,084 |
| GENTEX CORP COM | 4,736,620 | 4,803,223 | +66,603 | 134,046,346 | 111,770,999 | -22,275,347 |
| ARISTA NETWORKS INC COM SHS | 1,923,266 | 1,948,824 | +25,558 | 280,239,089 | 255,354,409 | -24,884,680 |
| COGNEX CORP COM | 4,604,558 | 4,655,358 | +50,800 | 208,586,477 | 167,499,781 | -41,086,696 |
| GARMIN LTD SHS | 1,376,836 | 1,399,515 | +22,679 | 339,004,560 | 283,891,618 | -55,112,942 |
| INTERDIGITAL INC COM | 790,941 | 609,153 | -181,788 | 273,056,561 | 193,942,132 | -79,114,429 |
| PURE STORAGE INC CL A | 5,160,182 | 4,897,406 | -262,776 | 432,474,853 | 328,175,176 | -104,299,677 |
| SUPER MICRO COMPUTER INC COM N | 9,481,444 | 9,637,492 | +156,048 | 454,540,425 | 282,089,391 | -172,451,034 |