DF DENT & CO INC

Position in ESE — Esco Technologies Inc

CIK 934999 BALTIMORE, MD

Position in ESE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$20,579,964

-$485,422 QoQ

Shares Held

73,142

-32.2% QoQ

Ownership

0.282%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

DF DENT & CO INC holds $89,944,699 across 5 Scientific & Technical Instruments names. ESE ranks #3 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOVT	Novanta Inc	386,877	$45,694,042
2	BMI	Badger Meter Inc	150,869	$22,984,892
3	ESE	Esco Technologies Inc This page	73,142	$20,579,964
4	KEYS	Keysight Technologies, Inc.	1,425	$402,377
5	TRMB	Trimble Inc.	4,345	$283,424

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,579,964	73,142	-32.2%	Shares	Sole	2026-05-15
2025-12-31	$21,065,386	107,812	+26.0%	Shares	Sole	2026-02-17
2025-09-30	$18,066,582	85,579	+44.0%	Shares	Sole	2025-11-14
2025-06-30	$11,402,834	59,430	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.