Funds › Topline Capital Management, LLC
Topline Capital Management, LLC
13F for Q2 2026, filed Aug 14, 2026. 36 positions worth $385.7M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Topline Capital Management, LLC in the latest 13F quarter?
Using 13F.ai, how has Topline Capital Management, LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Topline Capital Management, LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | PRAA PRA Group, Inc. | 3.85M | $73.0M | 18.9% | Unchanged | 13F ↗ |
| 2 | WK Workiva Inc. | 871,101 | $42.3M | 11.0% | -17.0% | 13F ↗ |
| 3 | PAYS Paysign, Inc. | 4.64M | $38.0M | 9.9% | Unchanged | 13F ↗ |
| 4 | DV DoubleVerify Holdings, Inc. | 3.21M | $34.8M | 9.0% | -36.0% | 13F ↗ |
| 5 | NRDS NerdWallet, Inc. | 3.29M | $30.4M | 7.9% | -37.4% | 13F ↗ |
| 6 | CTKB Cytek Biosciences, Inc. | 6.28M | $27.8M | 7.2% | -11.1% | 13F ↗ |
| 7 | CGNT Cognyte Software Ltd. | 3.14M | $27.6M | 7.2% | -36.0% | 13F ↗ |
| 8 | KRMD KORU Medical Systems, Inc. | 3.37M | $14.2M | 3.7% | -4.0% | 13F ↗ |
| 9 | ELA Envela Corporation | 413,150 | $11.9M | 3.1% | -47.0% | 13F ↗ |
| 10 | DCBO Docebo Inc. | 664,727 | $11.9M | 3.1% | -24.4% | 13F ↗ |
| 11 | ZVIA Zevia PBC | 7.18M | $11.7M | 3.0% | +6.4% | 13F ↗ |
| 12 | NUTX Nutex Health Inc. | 41,764 | $7.1M | 1.9% | -76.5% | 13F ↗ |
| 13 | NABL N-able, Inc. | 1.90M | $7.0M | 1.8% | -2.6% | 13F ↗ |
| 14 | OPXS Optex Systems Holdings, Inc. | 449,363 | $6.3M | 1.6% | -22.4% | 13F ↗ |
| 15 | LAW CS Disco, Inc. | 1.47M | $5.5M | 1.4% | -44.1% | 13F ↗ |
| 16 | ACCS ACCESS Newswire Inc. | 709,264 | $4.6M | 1.2% | Unchanged | 13F ↗ |
| 17 | NPK National Presto Industries, Inc. | 32,282 | $4.0M | 1.0% | New | 13F ↗ |
| 18 | ATRC AtriCure, Inc. | 138,490 | $3.9M | 1.0% | New | 13F ↗ |
| 19 | SPT Sprout Social, Inc | 501,772 | $3.8M | 1.0% | -81.6% | 13F ↗ |
| 20 | CERS Cerus Corporation | 1.05M | $3.1M | 0.8% | New | 13F ↗ |
| 21 | MRDN Meridian Holdings Inc. | 186,440 | $2.6M | 0.7% | +32.9% | 13F ↗ |
| 22 | S SentinelOne, Inc. | 128,038 | $2.2M | 0.6% | -92.8% | 13F ↗ |
| 23 | HGBL Heritage Global Inc. | 1.79M | $2.2M | 0.6% | Unchanged | 13F ↗ |
| 24 | NEPH Nephros, Inc. | 535,698 | $1.9M | 0.5% | -8.0% | 13F ↗ |
| 25 | MITK Mitek Systems, Inc. | 93,985 | $1.9M | 0.5% | -94.2% | 13F ↗ |
| 26 | TRC Tejon Ranch Co | 85,229 | $1.6M | 0.4% | -9.7% | 13F ↗ |
| 27 | Simulations Plus Inc | 84,412 | $1.5M | 0.4% | -61.3% | 13F ↗ |
| 28 | SIF SIFCO Industries, Inc. | 35,610 | $833.3K | 0.2% | New | 13F ↗ |
| 29 | SMID Smith-Midland Corporation | 20,012 | $580.3K | 0.2% | New | 13F ↗ |
| 30 | PPIH Perma-Pipe International Holdings, Inc. | 16,561 | $451.0K | 0.1% | New | 13F ↗ |
| 31 | TAYD Taylor Devices, Inc. | 4,427 | $259.8K | 0.1% | New | 13F ↗ |
| 32 | IA Innovative Solutions and Support, Inc. | 13,424 | $241.6K | 0.1% | New | 13F ↗ |
| 33 | MLAB Mesa Laboratories, Inc. | 2,374 | $236.3K | 0.1% | New | 13F ↗ |
| 34 | FRSH Freshworks Inc. | 10,860 | $109.9K | <0.1% | -99.8% | 13F ↗ |
| 35 | DIBS 1stdibs.com, Inc. | 10,256 | $50.3K | <0.1% | -86.1% | 13F ↗ |
| 36 | RSSS Research Solutions, Inc | 11,430 | $26.5K | <0.1% | -97.5% | 13F ↗ |
Changes since Q1 2026
9 new, 2 added to, 21 trimmed, 16 exited, 4 unchanged. By estimated dollars.
New positions (9)
| NPK National Presto Industries, Inc. | 32,282 | New | $4.0M |
| ATRC AtriCure, Inc. | 138,490 | New | $3.9M |
| CERS Cerus Corporation | 1.05M | New | $3.1M |
| SIF SIFCO Industries, Inc. | 35,610 | New | $833.3K |
| SMID Smith-Midland Corporation | 20,012 | New | $580.3K |
| PPIH Perma-Pipe International Holdings, Inc. | 16,561 | New | $451.0K |
| TAYD Taylor Devices, Inc. | 4,427 | New | $259.8K |
| IA Innovative Solutions and Support, Inc. | 13,424 | New | $241.6K |
| MLAB Mesa Laboratories, Inc. | 2,374 | New | $236.3K |
Trimmed (21)
| FRSH Freshworks Inc. | 10,860 | -99.8% | -$59.8M |
| MITK Mitek Systems, Inc. | 93,985 | -94.2% | -$30.6M |
| S SentinelOne, Inc. | 128,038 | -92.8% | -$28.0M |
| NUTX Nutex Health Inc. | 41,764 | -76.5% | -$23.2M |
| DV DoubleVerify Holdings, Inc. | 3.21M | -36.0% | -$19.6M |
| NRDS NerdWallet, Inc. | 3.29M | -37.4% | -$18.1M |
| SPT Sprout Social, Inc | 501,772 | -81.6% | -$16.8M |
| CGNT Cognyte Software Ltd. | 3.14M | -36.0% | -$15.5M |
| ELA Envela Corporation | 413,150 | -47.0% | -$10.6M |
| WK Workiva Inc. | 871,101 | -17.0% | -$8.7M |
Exited (16)
| MNDY monday.com Ltd. | 363,974 | Exited | -$25.2M |
| UNF Unifirst Corporation | 40,318 | Exited | -$10.1M |
| CERT Certara, Inc. | 749,497 | Exited | -$4.3M |
| PLTK Playtika Holding Corp. | 915,621 | Exited | -$2.5M |
| INMD InMode Ltd. | 181,649 | Exited | -$2.5M |
| DSP Viant Technology Inc. | 193,886 | Exited | -$2.2M |
| QTRX Quanterix Corporation | 563,135 | Exited | -$2.0M |
| TTD The Trade Desk, Inc. | 59,572 | Exited | -$1.4M |
| TENB Tenable Holdings, Inc. | 69,904 | Exited | -$1.2M |
| NPCE Neuropace, Inc. | 80,945 | Exited | -$1.1M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer