Kopion Asset Management, LLC
Top Portfolio Positions
19 positions ·
$125,577,142 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NICE |
NICE Ltd.
Technology
|
115,026 | $12,682,766 | 10.10% | |
| TNC |
Tennant Co
Industrials
|
171,553 | $11,391,119 | 9.07% | |
| VRNS |
Varonis Systems Inc
Technology
|
495,694 | $10,642,550 | 8.47% | |
| TRUP |
Trupanion, Inc.
Financial Services
|
399,691 | $10,236,086 | 8.15% | |
| MGNI |
Magnite, Inc.
Communication Services
|
855,904 | $10,168,139 | 8.10% | |
| AIOT |
Powerfleet, Inc.
Technology
|
2,436,612 | $7,504,764 | 5.98% | |
| ACIW |
Aci Worldwide, Inc.
Technology
|
181,315 | $7,435,728 | 5.92% | |
| FTI |
TechnipFMC plc
Energy
|
107,166 | $7,408,385 | 5.90% | |
| CERT |
Certara, Inc.
Healthcare
|
1,288,452 | $7,344,176 | 5.85% | |
| SSYS |
Stratasys Ltd.
Technology
|
926,799 | $7,238,300 | 5.76% |
Portfolio Trend
25 quarters · across all stocks
Holdings in VRNS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,642,550 | 495,694 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $10,888,583 | 331,969 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $10,335,864 | 179,848 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $10,561,328 | 208,105 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $8,413,276 | 207,992 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $7,188,596 | 161,796 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $9,313,234 | 164,836 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,306,868 | 173,168 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,238,429 | 174,654 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,113,596 | 201,272 | Shares | Sole | 2024-04-16 | |
| 2023-09-30 | $9,701,214 | 317,656 | Shares | Sole | 2024-04-16 | |
| 2023-06-30 | $9,888,029 | 371,033 | Shares | Sole | 2024-04-16 | |
| 2023-03-31 | $9,156,456 | 352,036 | Shares | Sole | 2024-04-16 | |
| 2022-12-31 | $10,411,075 | 434,882 | Shares | Sole | 2024-04-16 | |
| 2022-09-30 | $8,135,381 | 306,764 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $7,497,241 | 255,704 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $9,062,455 | 190,628 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $8,748,888 | 179,354 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $8,733,496 | 143,525 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $9,068,408 | 157,383 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $7,508,834 | 146,257 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $2,534,702 | 46,477 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,077,211 | 53,991 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $2,562,377 | 86,880 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,918,395 | 90,391 | Shares | Sole | 2020-04-06 | |
| No 13F history on record for this holder in this stock. | ||||||