Kopion Asset Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VARONIS SYS INC(VRNS) | 495,694 | 382,088 | -113,606 | 10,642,550 | 16,032,412 | 10.13% | +5,389,862 |
| CERTARA INC(CERT) | 1,288,452 | 1,858,539 | +570,087 | 7,344,176 | 12,173,430 | 7.69% | +4,829,254 |
| TYLER TECHNOLOGIES INC(TYL) | 3,834 | 19,605 | +15,771 | 1,312,685 | 5,733,678 | 3.62% | +4,420,993 |
| SOUNDTHINKING INC | 972,302 | 1,114,648 | +142,346 | 6,436,639 | 10,087,564 | 6.38% | +3,650,925 |
| TRUPANION INC(TRUP) | 399,691 | 522,999 | +123,308 | 10,236,087 | 12,954,685 | 8.19% | +2,718,598 |
| MAGNITE INC(MGNI) | 855,904 | 674,451 | -181,453 | 10,168,140 | 12,801,080 | 8.09% | +2,632,940 |
| COGNEX CORP(CGNX) | 96,065 | 91,319 | -4,746 | 4,706,224 | 6,613,322 | 4.18% | +1,907,098 |
| POWERFLEET INC | 2,436,612 | 2,424,288 | -12,324 | 7,504,765 | 9,285,023 | 5.87% | +1,780,258 |
| ACI WORLDWIDE INC | 181,315 | 180,470 | -845 | 7,435,728 | 9,075,836 | 5.74% | +1,640,108 |
| CRYOPORT INC | 209,162 | 208,169 | -993 | 1,731,861 | 3,268,253 | 2.07% | +1,536,392 |
| TREX INC(TREX) | 0 | 28,962 | +28,962 | 0 | 1,449,258 | 0.92% | +1,449,258 |
| STRATASYS LTD | 926,799 | 947,970 | +21,171 | 7,238,300 | 8,114,623 | 5.13% | +876,323 |
| SIMULATIONS PLUS INC | 222,443 | 184,614 | -37,829 | 2,629,276 | 3,380,282 | 2.14% | +751,006 |
| ENERGY RECOVERY INC | 506,965 | 639,545 | +132,580 | 5,105,138 | 5,768,696 | 3.65% | +663,558 |
| NICE LTD(NICE) | 115,026 | 146,272 | +31,246 | 12,682,767 | 13,288,811 | 8.40% | +606,044 |
| HEXCEL CORP NEW(HXL) | 54,443 | 46,856 | -7,587 | 4,406,072 | 4,688,411 | 2.96% | +282,339 |
| COHERENT CORP(COHR) | 2,649 | 1,680 | -969 | 631,018 | 662,710 | 0.42% | +31,692 |
| SPDR SERIES TRUST | 32,033 | 31,824 | -209 | 2,935,504 | 2,916,351 | 1.84% | -19,153 |
| TECHNIPFMC PLC(FTI) | 107,166 | 99,053 | -8,113 | 7,408,386 | 6,567,214 | 4.15% | -841,172 |
| BORGWARNER INC | 121,014 | 69,428 | -51,586 | 6,566,220 | 4,610,019 | 2.91% | -1,956,201 |
| TENNANT CO(TNC) | 171,553 | 99,878 | -71,675 | 11,391,119 | 8,743,320 | 5.53% | -2,647,799 |