Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kopion Asset Management, LLC (CIK 1728689) reported $128.5M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NICE ($12.7M, 9.87%), TNC ($11.4M, 8.86%), VRNS ($10.6M, 8.28%), TRUP ($10.2M, 7.97%), MGNI ($10.2M, 7.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NICE | NICE LTD | $12.7M | 9.87% | 115,026 | Added |
| 2 | TNC | TENNANT CO | $11.4M | 8.86% | 171,553 | Added |
| 3 | VRNS | VARONIS SYS INC | $10.6M | 8.28% | 495,694 | Added |
| 4 | TRUP | TRUPANION INC | $10.2M | 7.97% | 399,691 | Added |
| 5 | MGNI | MAGNITE INC | $10.2M | 7.91% | 855,904 | Added |
| 6 | AIOT | POWERFLEET INC | $7.5M | 5.84% | 2.4M | Added |
| 7 | ACIW | ACI WORLDWIDE INC | $7.4M | 5.79% | 181,315 | Added |
| 8 | FTI | TECHNIPFMC PLC | $7.4M | 5.76% | 107,166 | Trimmed |
| 9 | CERT | CERTARA INC | $7.3M | 5.71% | 1.3M | Added |
| 10 | SSYS | STRATASYS LTD | $7.2M | 5.63% | 926,799 | Trimmed |
| 11 | BWA | BORGWARNER INC | $6.6M | 5.11% | 121,014 | Trimmed |
| 12 | SSTI | SOUNDTHINKING INC | $6.4M | 5.01% | 972,302 | Added |
| 13 | ERII | ENERGY RECOVERY INC | $5.1M | 3.97% | 506,965 | Added |
| 14 | CGNX | COGNEX CORP | $4.7M | 3.66% | 96,065 | Trimmed |
| 15 | HXL | HEXCEL CORP NEW | $4.4M | 3.43% | 54,443 | Trimmed |
| 16 | BIL | SPDR SERIES TRUST | $2.9M | 2.28% | 32,033 | Trimmed |
| 17 | SLP | SIMULATIONS PLUS INC | $2.6M | 2.05% | 222,443 | Added |
| 18 | CYRX | CRYOPORT INC | $1.7M | 1.35% | 209,162 | New |
| 19 | TYL | TYLER TECHNOLOGIES INC | $1.3M | 1.02% | 3,834 | New |
| 20 | COHR | COHERENT CORP | $631,018 | 0.49% | 2,649 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31