Fund HoldingsTopline Capital Management, LLC

Total Portfolio Value
$605.25M
Total Bought
$75.92M
Total Sold
$547.22M
Net Transaction
-$471.30M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
WORKIVA INC(WK)288,2501,050,090+761,84024,86262,61710.35%+37,755
PRA GROUP INC2,918,4873,845,334+926,84751,62867,29311.12%+15,665
SIMULATIONS PLUS INC0218,142+218,14202,5780.43%+2,578
PLAYTIKA HLDG CORP(PLTK)0915,621+915,62102,5450.42%+2,545
QUANTERIX CORP0563,135+563,13501,9820.33%+1,982
MITEK SYS INC1,909,7221,612,061-297,66120,14821,7633.60%+1,615
ENVELA CORP851,763779,949-71,81411,39712,9942.15%+1,597
THE TRADE DESK INC(TTD)059,572+59,57201,3520.22%+1,352
TENABLE HLDGS INC(TENB)069,904+69,90401,1820.20%+1,182
NEUROPACE INC080,945+80,94501,0640.18%+1,064
JAMES RIV GROUP HOLDINGS INC0164,194+164,19401,0340.17%+1,034
MERIDIAN HOLDINGS INC0140,266+140,26601,0130.17%+1,013
TEJON RANCH CO80,27394,338+14,0651,2661,7770.29%+511
HERITAGE GLOBAL INC1,850,9641,785,488-65,4762,2952,4280.40%+133
ACCESS NEWSWIRE INC709,264709,26406,5966,2841.04%-312
KARAT PACKAGING INC14,0220-14,0223160-316
NATURAL ALTERNATIVES INTL IN109,5030-109,5033920-392
1STDIBS COM INC136,51473,643-62,8718184050.07%-413
PRECIPIO INC48,89624,624-24,2721,1246160.10%-508
FORRESTER RESH INC65,1680-65,1685290-529
SONO TEK CORP169,87535,159-134,7167021430.02%-559
RESEARCH SOLUTIONS INC554,506461,177-93,3291,6301,0420.17%-588
FREIGHTOS LTD356,8340-356,8348140-814
CERUS CORP410,9630-410,9638470-847
PAYSIGN INC5,504,2884,639,061-865,22728,34727,3704.52%-977
NETSOL TECHNOLOGIES INC441,26478,375-362,8891,3372660.04%-1,071
GOLDEN MATRIX GROUP INC1,396,1080-1,396,1081,1180-1,118
N-ABLE INC1,387,1811,951,986+564,80510,3769,1161.51%-1,260
NEPHROS INC614,302581,967-32,3352,9981,7340.29%-1,264
EURONET WORLDWIDE INC(EEFT)22,5150-22,5151,7140-1,714
OPTEX SYS HLDGS INC672,934579,363-93,5719,5427,6621.27%-1,880
VIANT TECHNOLOGY INC368,959193,886-175,0734,4422,1720.36%-2,271
CRICUT INC(CRCT)644,621123,061-521,5603,1914600.08%-2,731
ZEVIA PBC5,121,7906,748,664+1,626,87411,8837,8961.30%-3,987
DOCEBO INC871,299878,904+7,60519,34315,3542.54%-3,988
SOUNDTHINKING INC545,66612,722-532,9444,382840.01%-4,297
INTELLICHECK INC761,0260-761,0265,0840-5,084
INMODE LTD(INMD)592,461181,649-410,8128,7032,4850.41%-6,218
CYTEK BIOSCIENCES INC7,442,4667,064,481-377,98537,58430,8725.10%-6,713
STAAR SURGICAL CO(STAA)297,6720-297,6726,8730-6,873
KORU MEDICAL SYSTEMS INC3,941,0143,514,911-426,10322,89715,1842.51%-7,713
CLARITEV CORPORATION196,7180-196,7188,4100-8,410
ONESPAN INC680,4330-680,4338,7370-8,737
BLACKLINE INC(BL)237,1730-237,17313,1130-13,113
CERTARA INC(CERT)1,990,927749,497-1,241,43017,5404,2720.71%-13,268
ILLUMINA INC(ILMN)110,0760-110,07614,4380-14,438
CS DISCO INC3,317,3742,623,114-694,26025,74310,0201.66%-15,723
NERDWALLET INC5,251,1455,251,145071,15354,5079.01%-16,646
SPROUT SOCIAL INC2,889,4102,725,802-163,60832,56415,5372.57%-17,027
UNIFIRST CORP MASS(UNF)158,11740,318-117,79930,50110,1441.68%-20,357
COGNYTE SOFTWARE LTD7,238,1534,912,000-2,326,15368,03939,7876.57%-28,251
FRESHWORKS INC(FRSH)6,223,6515,917,586-306,06576,24047,5187.85%-28,722
GREEN DOT CORP3,315,5740-3,315,57442,4730-42,473
MONDAY COM LTD
SHS
468,000363,974-104,02669,05825,1544.16%-43,904
DOUBLEVERIFY HLDGS INC(DV)8,453,5435,022,892-3,430,65196,70947,7177.88%-48,991
SENTINELONE INC(S)7,612,9821,780,000-5,832,982114,19522,9263.79%-91,268
NUTEX HEALTH INC(NUTX)675,494177,800-497,694111,20016,8982.79%-94,302
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