13FBOX
Kopion Asset Management, LLC · 13F Holdings
Options Calculator Rankings

Kopion Asset Management, LLC

No.7973 Data as of 2026Q2
Latest AUM (Q2 2026)
$158.2M
QoQ Change Q1 2026
+$29.7M+23.1%
Holdings
21
New Buys
1
Adds
7
Reduces
13
Exits
0
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Varonis Systems, Inc.VRNS
10.13%8.28%$16.0M382,088$10.6M495,694-113,606-22.92%Reduce
Nice Ltd ADRNICE
8.4%9.87%$13.3M146,272$12.7M115,026+31,246+27.16%Add
TTRUPANION INCTRUP
8.19%7.97%$13.0M522,999$10.2M399,691+123,308+30.85%Add
MMAGNITE INCMGNI
8.09%7.91%$12.8M674,451$10.2M855,904-181,453-21.20%Reduce
CCERTARA INCCERT
7.69%5.71%$12.2M1.9M$7.3M1.3M+570,087+44.25%Add
SSOUNDTHINKING INC COMSSTI
6.38%5.01%$10.1M1.1M$6.4M972,302+142,346+14.64%Add
PPOWERFLEET INC COMAIOT
5.87%5.84%$9.3M2.4M$7.5M2.4M-12,324-0.51%Reduce
ACI WORLDWIDE INCACIW
5.74%5.79%$9.1M180,470$7.4M181,315-845-0.47%Reduce
TTENNANT COTNC
5.53%8.86%$8.7M99,878$11.4M171,553-71,675-41.78%Reduce
STRATASYS LTDSSYS
5.13%5.63%$8.1M947,970$7.2M926,799+21,171+2.28%Add
CCOGNEX CORPCGNX
4.18%3.66%$6.6M91,319$4.7M96,065-4,746-4.94%Reduce
TECHNIPFMC PLC COMFTI
4.15%5.76%$6.6M99,053$7.4M107,166-8,113-7.57%Reduce
EENERGY RECOVERY INCERII
3.65%3.97%$5.8M639,545$5.1M506,965+132,580+26.15%Add
TTYLER TECHNOLOGIES INCTYL
3.62%1.02%$5.7M19,605$1.3M3,834+15,771+411.35%Add
HEXCEL CORP NEWHXL
2.96%3.43%$4.7M46,856$4.4M54,443-7,587-13.94%Reduce
BORGWARNER INCBWA
2.91%5.11%$4.6M69,428$6.6M121,014-51,586-42.63%Reduce
SIMULATIONS PLUS INCSLP
2.14%2.05%$3.4M184,614$2.6M222,443-37,829-17.01%Reduce
CRYOPORT INC COM PAR $0.001CYRX
2.07%1.35%$3.3M208,169$1.7M209,162-993-0.47%Reduce
SSPDR SERIES TRUSTBIL
1.84%2.28%$2.9M31,824$2.9M32,033-209-0.65%Reduce
TREX INCTREX
0.92%$1.4M28,962$00+28,962New Buy
COHERENT CORPCOHR
0.42%0.49%$662,7101,680$631,0182,649-969-36.58%Reduce

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