GENEVA CAPITAL MANAGEMENT LLC

Position in ESE — Esco Technologies Inc

CIK 1009232 MILWAUKEE, WI

Position in ESE

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$176,277,178

+$22,265,896 QoQ

Shares Held

626,496

-20.5% QoQ

Ownership

2.42%

of shares outstanding

% of Portfolio

3.79%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Mar 31, 2026

GENEVA CAPITAL MANAGEMENT LLC holds $364,895,849 across 5 Scientific & Technical Instruments names. ESE ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESE	Esco Technologies Inc This page	626,496	$176,277,178
2	NOVT	Novanta Inc	931,270	$109,992,298
3	KEYS	Keysight Technologies, Inc.	245,852	$69,421,228
4	TRMB	Trimble Inc.	94,817	$6,184,912
5	CGNX	Cognex Corp	61,650	$3,020,233

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$176,277,178	626,496	-20.5%	Shares	Sole	2026-05-06
2025-12-31	$154,011,282	788,225	-10.4%	Shares	Other	2026-02-12
2025-09-30	$185,740,699	879,829	-0.4%	Shares	Sole	2025-11-13
2025-06-30	$169,413,343	882,959	+5.9%	Shares	Sole	2025-08-05
2025-03-31	$132,672,027	833,786	-0.2%	Shares	Sole	2025-05-09
2024-12-31	$111,320,399	835,676	-1.4%	Shares	Sole	2025-02-06
2024-09-30	$109,278,562	847,252	+0.2%	Shares	Sole	2024-11-05
2024-06-30	$88,774,765	845,152	-2.4%	Shares	Sole	2024-08-14
2024-03-31	$92,713,113	866,073	-0.7%	Shares	Sole	2024-05-03
2023-12-31	$102,064,319	872,121	-0.2%	Shares	Sole	2024-02-07
2023-09-30	$91,278,992	873,985	+0.7%	Shares	Sole	2023-11-13
2023-06-30	$89,955,191	868,042	-0.3%	Shares	Sole	2023-08-01
2023-03-31	$83,125,972	870,885	+1.4%	Shares	Sole	2023-05-15
2022-12-31	$75,216,555	859,225	+0.1%	Shares	Sole	2023-02-07
2022-09-30	$63,062,779	858,698	+4.3%	Shares	Sole	2022-11-02
2022-06-30	$56,289,498	823,307	+0.9%	Shares	Sole	2022-08-02
2022-03-31	$57,078,002	816,333	-2.2%	Shares	Sole	2022-05-02
2021-12-31	$75,122,840	834,791	-0.1%	Shares	Sole	2022-02-02
2021-09-30	$64,359,295	835,835	-2.2%	Shares	Sole	2021-11-08
2021-06-30	$80,176,028	854,664	+16.2%	Shares	Sole	2021-08-11
2021-03-31	$80,075,092	735,376	-1.8%	Shares	Sole	2021-05-03
2020-12-31	$77,302,077	748,906	+22.0%	Shares	Sole	2021-02-02
2020-09-30	$49,456,589	613,910	+17.2%	Shares	Sole	2020-11-12
2020-06-30	$44,292,366	523,984	+40.8%	Shares	Sole	2020-08-13
2020-03-31	$28,246,945	372,111	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.