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 $158.2M across 21 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VRNS ($16.0M, 10.13%), NICE ($13.3M, 8.40%), TRUP ($13.0M, 8.19%), MGNI ($12.8M, 8.09%), CERT ($12.2M, 7.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VRNS | VARONIS SYS INC | $16.0M | 10.13% | 382,088 | Trimmed |
| 2 | NICE | NICE LTD | $13.3M | 8.40% | 146,272 | Added |
| 3 | TRUP | TRUPANION INC | $13.0M | 8.19% | 522,999 | Added |
| 4 | MGNI | MAGNITE INC | $12.8M | 8.09% | 674,451 | Trimmed |
| 5 | CERT | CERTARA INC | $12.2M | 7.69% | 1.9M | Added |
| 6 | SSTI | SOUNDTHINKING INC | $10.1M | 6.38% | 1.1M | Added |
| 7 | AIOT | POWERFLEET INC | $9.3M | 5.87% | 2.4M | Trimmed |
| 8 | ACIW | ACI WORLDWIDE INC | $9.1M | 5.74% | 180,470 | Trimmed |
| 9 | TNC | TENNANT CO | $8.7M | 5.53% | 99,878 | Trimmed |
| 10 | SSYS | STRATASYS LTD | $8.1M | 5.13% | 947,970 | Added |
| 11 | CGNX | COGNEX CORP | $6.6M | 4.18% | 91,319 | Trimmed |
| 12 | FTI | TECHNIPFMC PLC | $6.6M | 4.15% | 99,053 | Trimmed |
| 13 | ERII | ENERGY RECOVERY INC | $5.8M | 3.65% | 639,545 | Added |
| 14 | TYL | TYLER TECHNOLOGIES INC | $5.7M | 3.62% | 19,605 | Added |
| 15 | HXL | HEXCEL CORP NEW | $4.7M | 2.96% | 46,856 | Trimmed |
| 16 | BWA | BORGWARNER INC | $4.6M | 2.91% | 69,428 | Trimmed |
| 17 | SLP | SIMULATIONS PLUS INC | $3.4M | 2.14% | 184,614 | Trimmed |
| 18 | CYRX | CRYOPORT INC | $3.3M | 2.07% | 208,169 | Trimmed |
| 19 | BIL | SPDR SERIES TRUST | $2.9M | 1.84% | 31,824 | Trimmed |
| 20 | TREX | TREX INC | $1.4M | 0.92% | 28,962 | New |
| 21 | COHR | COHERENT CORP | $662,710 | 0.42% | 1,680 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30