OBERWEIS ASSET MANAGEMENT INC/
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Lumentum Hldgs, Inc.(LITE) | 269,050 | 328,630 | +59,580 | 25,575,893 | 53,471,387 | 2.05% | +27,895,494 |
| Credo Technology Group | 758,568 | 643,948 | -114,620 | 70,235,811 | 93,765,268 | 3.59% | +23,529,457 |
| Levi Strauss & Co.(LEVI) | 0 | 903,500 | +903,500 | 0 | 21,051,550 | 0.81% | +21,051,550 |
| Rambus, Inc(RMBS) | 505,780 | 507,899 | +2,119 | 32,380,036 | 52,923,076 | 2.03% | +20,543,040 |
| Lattice Semiconductor Corporat(LSCC) | 0 | 275,536 | +275,536 | 0 | 20,202,300 | 0.77% | +20,202,300 |
| Impinj, Inc.(PI) | 0 | 107,120 | +107,120 | 0 | 19,361,940 | 0.74% | +19,361,940 |
| SiTime Corporation(SITM) | 73,496 | 106,396 | +32,900 | 15,660,528 | 32,058,179 | 1.23% | +16,397,651 |
| Littelfuse, Inc.(LFUS) | 0 | 62,300 | +62,300 | 0 | 16,136,323 | 0.62% | +16,136,323 |
| American Superconductor | 668,200 | 665,700 | -2,500 | 24,516,258 | 39,535,923 | 1.51% | +15,019,665 |
| New York Times Co. Cl A(NYT) | 0 | 252,000 | +252,000 | 0 | 14,464,800 | 0.55% | +14,464,800 |
| Green Dot Corp. Cl A | 0 | 970,300 | +970,300 | 0 | 13,031,129 | 0.50% | +13,031,129 |
| Sensient Technologies Corp.(SXT) | 0 | 134,200 | +134,200 | 0 | 12,594,670 | 0.48% | +12,594,670 |
| Ambarella, Inc.(AMBA) | 573,360 | 611,360 | +38,000 | 37,879,028 | 50,449,427 | 1.93% | +12,570,399 |
| Genius Sports Ltd. | 0 | 1,015,100 | +1,015,100 | 0 | 12,566,938 | 0.48% | +12,566,938 |
| Zurn Elkay Water Solutions Cor(ZWS) | 0 | 266,000 | +266,000 | 0 | 12,509,980 | 0.48% | +12,509,980 |
| CommScope Holding Company, Inc(VISN) | 0 | 790,912 | +790,912 | 0 | 12,243,318 | 0.47% | +12,243,318 |
| Primoris Services Corp.(PRIM) | 192,400 | 192,400 | 0 | 14,995,656 | 26,422,292 | 1.01% | +11,426,636 |
| LivaNova Plc(LIVN) | 0 | 186,000 | +186,000 | 0 | 9,742,680 | 0.37% | +9,742,680 |
| Mercury Systems, Inc.(MRCY) | 398,500 | 398,500 | 0 | 21,463,210 | 30,843,900 | 1.18% | +9,380,690 |
| BrightSpring Health Services(BTSG) | 775,800 | 908,000 | +132,200 | 18,301,122 | 26,840,480 | 1.03% | +8,539,358 |
| Rush Street Interactive, Inc.(RSI) | 1,069,700 | 1,191,560 | +121,860 | 15,938,530 | 24,403,149 | 0.93% | +8,464,619 |
| Digital Ocean Holdings, Inc.(DOCN) | 631,920 | 772,000 | +140,080 | 18,047,635 | 26,371,520 | 1.01% | +8,323,885 |
| American Eagle Outfitters | 0 | 484,000 | +484,000 | 0 | 8,281,240 | 0.32% | +8,281,240 |
| Genpact Ltd. | 306,100 | 516,800 | +210,700 | 13,471,461 | 21,648,752 | 0.83% | +8,177,291 |
| nLIGHT Inc.(LASR) | 0 | 266,000 | +266,000 | 0 | 7,881,580 | 0.30% | +7,881,580 |
| Everus Construction Group(ECG) | 230,100 | 259,800 | +29,700 | 14,618,253 | 22,277,850 | 0.85% | +7,659,597 |
| Tutor Perini Corp.(TPC) | 377,800 | 377,800 | 0 | 17,673,484 | 24,779,902 | 0.95% | +7,106,418 |
| Qorvo, Inc.(QRVO) | 200,300 | 260,900 | +60,600 | 17,007,473 | 23,762,772 | 0.91% | +6,755,299 |
| Alphatec Hldgs Inc.(ATEC) | 0 | 461,122 | +461,122 | 0 | 6,704,714 | 0.26% | +6,704,714 |
| Powell Industries Inc.(POWL) | 37,200 | 47,500 | +10,300 | 7,828,740 | 14,478,475 | 0.55% | +6,649,735 |
| Coursera, Inc.(COUR) | 0 | 561,000 | +561,000 | 0 | 6,569,310 | 0.25% | +6,569,310 |
| Build A Bear | 0 | 91,600 | +91,600 | 0 | 5,973,236 | 0.23% | +5,973,236 |
| Genedx Holdings Corp.(WGS) | 162,900 | 193,920 | +31,020 | 15,037,299 | 20,892,941 | 0.80% | +5,855,642 |
| Pagaya Technologies Ltd. | 0 | 190,000 | +190,000 | 0 | 5,641,100 | 0.22% | +5,641,100 |
| Atricure, Inc.(ATRC) | 0 | 153,500 | +153,500 | 0 | 5,410,875 | 0.21% | +5,410,875 |
| Blue Bird Corporation | 373,400 | 373,400 | 0 | 16,115,944 | 21,489,170 | 0.82% | +5,373,226 |
| Remitly Global, Inc.(RELY) | 594,500 | 1,002,800 | +408,300 | 11,158,765 | 16,345,640 | 0.63% | +5,186,875 |
| Expro Group Holdings N.V. | 0 | 435,500 | +435,500 | 0 | 5,173,740 | 0.20% | +5,173,740 |
| Veracyte, Inc.(VCYT) | 726,490 | 721,690 | -4,800 | 19,637,025 | 24,775,618 | 0.95% | +5,138,593 |
| Frontdoor, Inc.(FTDR) | 610,860 | 610,860 | 0 | 36,004,088 | 41,104,769 | 1.57% | +5,100,681 |
| Nova Ltd.(NVMI) | 113,100 | 113,285 | +185 | 31,125,120 | 36,212,683 | 1.39% | +5,087,563 |
| AAR Corp. | 236,500 | 236,500 | 0 | 16,268,835 | 21,206,955 | 0.81% | +4,938,120 |
| Dutch Bros., Inc.(BROS) | 238,000 | 404,500 | +166,500 | 16,272,060 | 21,171,530 | 0.81% | +4,899,470 |
| Grand Canyon Education, Inc.(LOPE) | 90,400 | 99,800 | +9,400 | 17,085,600 | 21,908,096 | 0.84% | +4,822,496 |
| CECO Environmental Corp.(CECO) | 0 | 92,008 | +92,008 | 0 | 4,710,810 | 0.18% | +4,710,810 |
| Silicon Motion Techn ADR(SIMO) | 230,600 | 230,600 | 0 | 17,334,202 | 21,863,186 | 0.84% | +4,528,984 |
| Camtek, Ltd.(CAMT) | 213,580 | 213,580 | 0 | 18,060,325 | 22,436,579 | 0.86% | +4,376,254 |
| Solaris Energy Infrastructur(SEI) | 366,900 | 366,900 | 0 | 10,379,601 | 14,664,993 | 0.56% | +4,285,392 |
| Eton Pharmaceuticals, Inc.(ETON) | 0 | 192,360 | +192,360 | 0 | 4,179,983 | 0.16% | +4,179,983 |
| Interdigital, Inc.(IDCC) | 34,100 | 34,100 | 0 | 7,646,243 | 11,772,343 | 0.45% | +4,126,100 |
| M/I Homes, Inc.(MHO) | 58,200 | 73,200 | +15,000 | 6,525,384 | 10,573,008 | 0.40% | +4,047,624 |
| Adaptive Biotechnologies(ADPT) | 589,400 | 726,500 | +137,100 | 6,866,510 | 10,868,440 | 0.42% | +4,001,930 |
| CRA Int'l Inc.(CRAI) | 19,000 | 34,900 | +15,900 | 3,560,030 | 7,277,697 | 0.28% | +3,717,667 |
| National Vision Holdings, Inc.(EYE) | 594,900 | 594,900 | 0 | 13,688,649 | 17,365,131 | 0.66% | +3,676,482 |
| ANI Pharmaceuticals, Inc.(ANIP) | 138,900 | 138,900 | 0 | 9,063,225 | 12,723,240 | 0.49% | +3,660,015 |
| EZCorp, Inc.(EZPW) | 685,500 | 685,500 | 0 | 9,514,740 | 13,051,920 | 0.50% | +3,537,180 |
| Skyward Specialty Ins Group(SKWD) | 131,600 | 231,800 | +100,200 | 7,605,164 | 11,024,408 | 0.42% | +3,419,244 |
| Interface, Inc.(TILE) | 425,300 | 425,300 | 0 | 8,901,529 | 12,308,182 | 0.47% | +3,406,653 |
| Kiniksa Pharmaceuticals, Ltd.(KNSA) | 305,200 | 305,200 | 0 | 8,444,884 | 11,850,916 | 0.45% | +3,406,032 |
| Liquidia Corp.(LQDA) | 321,200 | 321,200 | 0 | 4,002,152 | 7,304,088 | 0.28% | +3,301,936 |
| CorMedix, Inc. | 485,000 | 785,700 | +300,700 | 5,975,200 | 9,137,691 | 0.35% | +3,162,491 |
| Ultra Clean Holdings(UCTT) | 613,300 | 613,300 | 0 | 13,842,181 | 16,712,425 | 0.64% | +2,870,244 |
| Imax Corp. | 579,600 | 579,600 | 0 | 16,205,616 | 18,981,900 | 0.73% | +2,776,284 |
| Lincoln EDL Svcs(LINC) | 189,600 | 301,600 | +112,000 | 4,370,280 | 7,087,600 | 0.27% | +2,717,320 |
| IBEX Ltd. | 236,000 | 236,000 | 0 | 6,867,600 | 9,562,720 | 0.37% | +2,695,120 |
| Dave, Inc.(DAVE) | 24,322 | 45,622 | +21,300 | 6,528,268 | 9,094,746 | 0.35% | +2,566,478 |
| Natural Grocers by Vitamin Cot | 162,304 | 218,806 | +56,502 | 6,370,438 | 8,752,259 | 0.34% | +2,381,821 |
| Artivion, Inc(AORT) | 211,800 | 211,800 | 0 | 6,586,980 | 8,967,612 | 0.34% | +2,380,632 |
| Turning PT Brands, Inc.(TPB) | 101,000 | 101,000 | 0 | 7,652,770 | 9,984,860 | 0.38% | +2,332,090 |
| Commvault Systems, Inc.(CVLT) | 125,900 | 128,600 | +2,700 | 21,948,147 | 24,277,108 | 0.93% | +2,328,961 |
| AxoGen Inc.(AXGN) | 328,100 | 328,100 | 0 | 3,559,885 | 5,853,304 | 0.22% | +2,293,419 |
| FirstCash Holdings, Inc(FCFS) | 97,800 | 97,800 | 0 | 13,216,692 | 15,493,476 | 0.59% | +2,276,784 |
| ACI Worldwide Inc. | 331,602 | 330,702 | -900 | 15,223,848 | 17,451,145 | 0.67% | +2,227,297 |
| Parsons Corp.(PSN) | 284,150 | 272,730 | -11,420 | 20,393,446 | 22,614,772 | 0.87% | +2,221,326 |
| Federal Signal Corp.(FSS) | 166,500 | 166,500 | 0 | 17,718,930 | 19,811,835 | 0.76% | +2,092,905 |
| Backblaze, Inc. | 538,700 | 538,700 | 0 | 2,962,850 | 4,999,136 | 0.19% | +2,036,286 |
| CarGurus, Inc.(CARG) | 518,400 | 518,400 | 0 | 17,350,848 | 19,300,032 | 0.74% | +1,949,184 |
| Hawkins, Inc.(HWKN) | 45,700 | 45,700 | 0 | 6,493,970 | 8,350,304 | 0.32% | +1,856,334 |
| Argan, Inc | 65,791 | 60,571 | -5,220 | 14,505,505 | 16,357,180 | 0.63% | +1,851,675 |
| SharkNinja, Inc.(SN) | 484,560 | 482,810 | -1,750 | 47,966,594 | 49,801,852 | 1.91% | +1,835,258 |
| Assurant, Inc.(AIZ) | 83,000 | 83,000 | 0 | 16,391,670 | 17,977,800 | 0.69% | +1,586,130 |
| Arcosa, Inc. | 221,600 | 221,600 | 0 | 19,214,936 | 20,766,136 | 0.80% | +1,551,200 |
| Encompass Health Corporation(EHC) | 359,025 | 358,800 | -225 | 44,027,295 | 45,574,824 | 1.75% | +1,547,529 |
| Shopify, Inc.(SHOP) | 0 | 10,000 | +10,000 | 0 | 1,486,100 | 0.06% | +1,486,100 |
| SPX Technologies, Inc. | 76,900 | 76,900 | 0 | 12,894,592 | 14,363,382 | 0.55% | +1,468,790 |
| Irhythm Technologies Inc(IRTC) | 81,200 | 81,200 | 0 | 12,501,552 | 13,965,588 | 0.53% | +1,464,036 |
| SPDR S&P 500 ETF Trust(SPY) | 0 | 2,173 | +2,173 | 0 | 1,447,383 | 0.06% | +1,447,383 |
| The Vita Coco Co., Inc.(COCO) | 230,000 | 228,300 | -1,700 | 8,303,000 | 9,695,901 | 0.37% | +1,392,901 |
| NPK International, Inc.(NPKI) | 496,500 | 496,500 | 0 | 4,225,215 | 5,615,415 | 0.22% | +1,390,200 |
| HealthEquity Inc.(HQY) | 113,820 | 140,080 | +26,260 | 11,923,783 | 13,275,382 | 0.51% | +1,351,599 |
| Urban Outfitters, Inc.(URBN) | 212,100 | 234,300 | +22,200 | 15,385,734 | 16,736,049 | 0.64% | +1,350,315 |
| Ameris Bancorp(ABCB) | 156,400 | 156,400 | 0 | 10,119,080 | 11,465,684 | 0.44% | +1,346,604 |
| Cellebrite DI Ltd.(CLBT) | 395,970 | 414,550 | +18,580 | 6,335,520 | 7,681,612 | 0.29% | +1,346,092 |
| Alpha & Omega Semiconductor(AOSL) | 244,300 | 271,100 | +26,800 | 6,268,738 | 7,579,956 | 0.29% | +1,311,218 |
| Pediatrix Medical Group, Inc.(MD) | 545,600 | 545,600 | 0 | 7,829,360 | 9,138,800 | 0.35% | +1,309,440 |
| Ducommun Inc.(DCO) | 95,700 | 95,700 | 0 | 7,907,691 | 9,199,641 | 0.35% | +1,291,950 |
| Pegasystems Inc.(PEGA) | 389,800 | 389,400 | -400 | 21,099,874 | 22,390,500 | 0.86% | +1,290,626 |
| FB Financial Corp.(FBK) | 123,500 | 123,500 | 0 | 5,594,550 | 6,883,890 | 0.26% | +1,289,340 |
| Waystar Holding Corp.(WAY) | 744,980 | 836,550 | +91,570 | 30,447,333 | 31,721,976 | 1.21% | +1,274,643 |
| Evolv Technologies Holdings(EVLV) | 948,400 | 948,400 | 0 | 5,918,016 | 7,160,420 | 0.27% | +1,242,404 |