Kopion Asset Management as of June 30, 2026
Portfolio Holdings for Kopion Asset Management
Kopion Asset Management holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Varonis Sys (VRNS) | 10.1 | $16M | 382k | 41.96 | |
| Nice Sponsored Adr (NICE) | 8.4 | $13M | 146k | 90.85 | |
| Trupanion (TRUP) | 8.2 | $13M | 523k | 24.77 | |
| Magnite Ord (MGNI) | 8.1 | $13M | 675k | 18.98 | |
| Certara Ord (CERT) | 7.7 | $12M | 1.9M | 6.55 | |
| Shotspotter (SSTI) | 6.4 | $10M | 1.1M | 9.05 | |
| Powerfleet (AIOT) | 5.9 | $9.3M | 2.4M | 3.83 | |
| ACI Worldwide (ACIW) | 5.7 | $9.1M | 181k | 50.29 | |
| Tennant Company (TNC) | 5.5 | $8.7M | 100k | 87.54 | |
| Stratasys SHS (SSYS) | 5.1 | $8.1M | 948k | 8.56 | |
| Cognex Corporation (CGNX) | 4.2 | $6.6M | 91k | 72.42 | |
| Technipfmc (FTI) | 4.2 | $6.6M | 99k | 66.30 | |
| Energy Recovery (ERII) | 3.6 | $5.8M | 640k | 9.02 | |
| Tyler Technologies (TYL) | 3.6 | $5.7M | 20k | 292.46 | |
| Hexcel Corporation (HXL) | 3.0 | $4.7M | 47k | 100.06 | |
| BorgWarner (BWA) | 2.9 | $4.6M | 69k | 66.40 | |
| Simulations Plus (SLP) | 2.1 | $3.4M | 185k | 18.31 | |
| Cryoport Com Par $0.001 (CYRX) | 2.1 | $3.3M | 208k | 15.70 | |
| Spdr Series Trust State Street Spd (BIL) | 1.8 | $2.9M | 32k | 91.64 | |
| Trex Company (TREX) | 0.9 | $1.4M | 29k | 50.04 | |
| Coherent Corp (COHR) | 0.4 | $663k | 1.7k | 394.47 |
