Kopion Asset Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PROS HOLDINGS INC | 644,440 | 672,268 | +27,828 | 10,091,930 | 15,401,660 | 9.98% | +5,309,730 |
| POWERFLEET INC | 770,199 | 1,553,700 | +783,501 | 3,319,558 | 8,141,388 | 5.28% | +4,821,830 |
| ACI WORLDWIDE INC | 80,871 | 126,437 | +45,566 | 3,712,788 | 6,672,080 | 4.33% | +2,959,292 |
| NICE LTD(NICE) | 56,843 | 82,313 | +25,470 | 9,601,351 | 11,917,276 | 7.73% | +2,315,925 |
| SPDR SERIES TRUST | 19,085 | 31,618 | +12,533 | 1,750,667 | 2,900,952 | 1.88% | +1,150,285 |
| CERTARA INC(CERT) | 588,890 | 655,646 | +66,756 | 6,890,013 | 8,011,994 | 5.19% | +1,121,981 |
| ENERGY RECOVERY INC | 302,837 | 318,287 | +15,450 | 3,870,257 | 4,907,986 | 3.18% | +1,037,729 |
| TENNANT CO(TNC) | 84,109 | 87,506 | +3,397 | 6,516,765 | 7,093,236 | 4.60% | +576,471 |
| TECHNIPFMC PLC(FTI) | 321,513 | 289,165 | -32,348 | 11,072,908 | 11,407,559 | 7.39% | +334,651 |
| COGNEX CORP(CGNX) | 284,193 | 200,729 | -83,464 | 9,014,602 | 9,093,024 | 5.89% | +78,422 |
| SIMULATIONS PLUS INC | 156,401 | 185,394 | +28,993 | 2,729,197 | 2,793,888 | 1.81% | +64,691 |
| SOUNDTHINKING INC | 586,652 | 638,938 | +52,286 | 7,658,742 | 7,705,592 | 5.00% | +46,850 |
| HEXCEL CORP NEW(HXL) | 103,776 | 94,158 | -9,618 | 5,862,306 | 5,903,707 | 3.83% | +41,401 |
| VARONIS SYS INC(VRNS) | 208,105 | 179,848 | -28,257 | 10,561,329 | 10,335,865 | 6.70% | -225,464 |
| BORGWARNER INC | 338,736 | 246,711 | -92,025 | 11,340,881 | 10,845,416 | 7.03% | -495,465 |
| TRUPANION INC(TRUP) | 219,009 | 264,603 | +45,594 | 12,122,148 | 11,452,018 | 7.42% | -670,130 |
| COHERENT CORP(COHR) | 71,413 | 52,868 | -18,545 | 6,370,754 | 5,694,941 | 3.69% | -675,813 |
| STRATASYS LTD | 823,236 | 769,103 | -54,133 | 9,442,517 | 8,613,954 | 5.58% | -828,563 |
| MAGNITE INC(MGNI) | 423,178 | 246,601 | -176,577 | 10,207,053 | 5,370,970 | 3.48% | -4,836,083 |
| ANSYS INC | 17,560 | 0 | -17,560 | 6,167,423 | 0 | — | -6,167,423 |