13FBOX
AMERICAN CAPITAL MANAGEMENT INC · 13F Holdings
Options Calculator Rankings

AMERICAN CAPITAL MANAGEMENT INC

No.1632 Data as of 2026Q2
Latest AUM (Q2 2026)
$2.23B
QoQ Change Q1 2026
+$368.4M+19.8%
Holdings
80
New Buys
7
Adds
18
Reduces
43
Exits
2
Unchanged
12
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PALO ALTOPANW
8.76%5.37%$195.4M572,934$100.1M624,084-51,150-8.20%Reduce
FORTINET INCFTNT
5.03%3.64%$112.1M729,885$67.7M828,923-99,038-11.95%Reduce
MEDPACE HLDGS INCMEDP
4.99%5.62%$111.3M210,217$104.7M217,947-7,730-3.55%Reduce
Varonis Systems, Inc.VRNS
4.22%2.68%$94.1M2.2M$50.0M2.3M-86,675-3.72%Reduce
RRBC BEARINGS INCRBC
4.15%5.12%$92.6M143,737$95.3M175,443-31,706-18.07%Reduce
IDEXX LABS INC COMIDXX
3.83%5.01%$85.3M162,110$93.3M166,056-3,946-2.38%Reduce
NNCINO INCNCNO
3.74%1.91%$83.5M5.1M$35.6M2.4M+2.7M+115.02%Add
AEROVIRONMENT INCAVAV
3.13%4.29%$69.7M422,518$79.9M436,367-13,849-3.17%Reduce
BIO-TECHNE CORPTECH
3.08%2.87%$68.8M973,789$53.4M1.0M-47,339-4.64%Reduce
SSEI INVTS COSEIC
2.93%3.24%$65.4M745,323$60.3M768,615-23,292-3.03%Reduce
COMMVAULT SYS INCCVLT
2.8%2.26%$62.5M440,931$42.1M540,845-99,914-18.47%Reduce
MMERCURY SYS INCMRCY
2.67%$59.5M486,064$00+486,064New Buy
NOVANTA INCNOVT
2.64%2.37%$58.8M362,271$44.2M373,874-11,603-3.10%Reduce
DDYNATRACE INCDT
2.62%2.09%$58.5M1.3M$39.0M1.1M+278,162+26.38%Add
COGNYTE SOFTWARE LTDCGNT
2.43%2.83%$54.3M6.2M$52.6M6.5M-312,643-4.81%Reduce
GLOBUS MED INCGMED
2.31%3.07%$51.6M653,072$57.1M663,049-9,977-1.50%Reduce
KKRATOS DEFENSE & SEC SOLUTIOKTOS
2.3%4.06%$51.3M1.0M$75.6M1.1M-42,255-3.94%Reduce
MMANHATTAN ASSOCIATES INCMANH
2.28%2.56%$50.8M364,696$47.6M357,807+6,889+1.93%Add
PROTO LABS INCPRLB
2.27%1.92%$50.5M619,845$35.8M627,705-7,860-1.25%Reduce
RREPLIGEN CORPRGEN
2.21%2.26%$49.3M361,055$42.1M357,720+3,335+0.93%Add
AAAON INCAAON
2.13%1.23%$47.6M375,178$22.9M276,884+98,294+35.50%Add
RESMED INCRMD
2%3.2%$44.5M228,458$59.6M265,399-36,941-13.92%Reduce
GGUIDEWIRE SOFTWARE INCGWRE
1.82%2.6%$40.5M328,983$48.5M324,196+4,787+1.48%Add
DORMAN PRODS INCDORM
1.74%0.34%$38.8M284,244$6.3M60,435+223,809+370.33%Add
BBADGER METER INCBMI
1.72%1.52%$38.3M258,243$28.3M185,841+72,402+38.96%Add
VEEVA SYS INCVEEV
1.57%1.95%$34.9M196,848$36.2M206,218-9,370-4.54%Reduce
NEOGENOMICS INCNEO
1.46%0.9%$32.6M2.2M$16.7M2.3M-13,171-0.59%Reduce
TTYLER TECHNOLOGIES INCTYL
1.33%1.82%$29.6M101,210$33.9M98,942+2,268+2.29%Add
VVSE CORPVSEC
1.32%0.84%$29.5M128,934$15.6M84,795+44,139+52.05%Add
CCERENCE INC COMCRNC
1.22%0.85%$27.3M2.4M$15.9M2.5M-111,891-4.44%Reduce
AAZENTA INCAZTA
1.21%1.47%$27.1M1.1M$27.4M1.3M-234,534-18.10%Reduce
SSTAAR SURGICAL COSTAA
1.09%0.88%$24.3M846,659$16.4M878,035-31,376-3.57%Reduce
TRADEWEB MKTS INCTW
1.06%1.58%$23.7M238,244$29.3M249,247-11,003-4.41%Reduce
IIPG PHOTONICS CORPIPGP
1.04%1.29%$23.2M197,882$23.9M208,918-11,036-5.28%Reduce
EESCO TECHNOLOGIES INCESE
1.03%0.58%$22.9M65,312$10.8M38,414+26,898+70.02%Add
COSTAR GROUP INCCSGP
0.92%1.79%$20.5M725,143$33.3M825,296-100,153-12.14%Reduce
CCOGNEX CORPCGNX
0.82%0.71%$18.2M251,103$13.3M271,533-20,430-7.52%Reduce
MMORNINGSTAR INCMORN
0.8%0.98%$17.9M114,947$18.3M108,340+6,607+6.10%Add
DEXCOM INCDXCM
0.71%0.85%$15.8M235,152$15.8M251,475-16,323-6.49%Reduce
Jack Henry & Associates, IncJKHY
0.62%2.06%$13.8M99,930$38.4M243,075-143,145-58.89%Reduce
GENTEX CORPGNTX
0.6%0.63%$13.4M531,229$11.7M534,356-3,127-0.59%Reduce
Nice Ltd ADRNICE
0.56%0.93%$12.4M136,644$17.4M157,593-20,949-13.29%Reduce
FFACTSET RESH SYS INCFDS
0.42%0.5%$9.4M40,986$9.3M43,008-2,022-4.70%Reduce
LIVERAMP HLDGS INCRAMP
0.42%2.65%$9.3M246,042$49.4M1.9M-1.6M-86.80%Reduce
SYNOPSYS INCSNPS
0.38%0.41%$8.6M19,196$7.7M19,453-257-1.32%Reduce
MONOLITHIC PWR SYS INCMPWR
0.37%0.37%$8.2M5,897$6.9M6,320-423-6.69%Reduce
OOREILLY AUTOMOTIVE INC COMORLY
0.36%0.43%$7.9M86,235$8.0M86,23500.00%Unchanged
MMERIT MED SYS INCMMSI
0.33%0.43%$7.3M104,967$8.0M115,775-10,808-9.34%Reduce
GRAHAM CORPGHM
0.29%0.22%$6.4M52,050$4.1M51,520+530+1.03%Add
HHAEMONETICS CORP MASSHAE
0.23%0.2%$5.0M66,915$3.8M66,91500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow