Kopion Asset Management as of Sept. 30, 2025
Portfolio Holdings for Kopion Asset Management
Kopion Asset Management holds 19 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PROS Holdings (PRO) | 10.0 | $15M | 672k | 22.91 | |
| Nice Sponsored Adr (NICE) | 7.7 | $12M | 82k | 144.78 | |
| Trupanion (TRUP) | 7.4 | $12M | 265k | 43.28 | |
| Technipfmc (FTI) | 7.4 | $11M | 289k | 39.45 | |
| BorgWarner (BWA) | 7.0 | $11M | 247k | 43.96 | |
| Varonis Sys (VRNS) | 6.7 | $10M | 180k | 57.47 | |
| Cognex Corporation (CGNX) | 5.9 | $9.1M | 201k | 45.30 | |
| Stratasys SHS (SSYS) | 5.6 | $8.6M | 769k | 11.20 | |
| Powerfleet (AIOT) | 5.3 | $8.1M | 1.6M | 5.24 | |
| Certara Ord (CERT) | 5.2 | $8.0M | 656k | 12.22 | |
| Shotspotter (SSTI) | 5.0 | $7.7M | 639k | 12.06 | |
| Tennant Company (TNC) | 4.6 | $7.1M | 88k | 81.06 | |
| ACI Worldwide (ACIW) | 4.3 | $6.7M | 126k | 52.77 | |
| Hexcel Corporation (HXL) | 3.8 | $5.9M | 94k | 62.70 | |
| Coherent Corp (COHR) | 3.7 | $5.7M | 53k | 107.72 | |
| Magnite Ord (MGNI) | 3.5 | $5.4M | 247k | 21.78 | |
| Energy Recovery (ERII) | 3.2 | $4.9M | 318k | 15.42 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 1.9 | $2.9M | 32k | 91.75 | |
| Simulations Plus (SLP) | 1.8 | $2.8M | 185k | 15.07 |
