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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

OBERWEIS ASSET MANAGEMENT INC/

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001213900-26-017101

Total Value
$2.73B
Positions
179
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (179)

#IssuerTicker / CUSIPSharesValue% of Filing
1Lumentum Hldgs, Inc.LITE280,930$103.5M3.79%
2Credo Technology GroupCRDO675,388$97.2M3.55%
3Applied Optoelectronics Inc.AAOI2,039,641$71.1M2.60%
4SharkNinja, Inc.SN526,310$58.9M2.15%
5Ambarella, Inc.AMBA617,860$43.8M1.60%
6Rambus, IncRMBS462,100$42.5M1.55%
7Skywest IncSKYW382,220$38.4M1.40%
8Encompass Health CorporationEHC358,971$38.1M1.39%
9SiTime CorporationSITM106,396$37.6M1.37%
10Digital Ocean Holdings, Inc.DOCN778,830$37.5M1.37%
11Nova Ltd.NVMI113,285$37.2M1.36%
12Frontdoor, Inc.FTDR610,860$35.2M1.29%
13BrightSpring Health Services10950A106908,000$34.0M1.24%
14Macom Technology Solutions55405Y100178,960$30.7M1.12%
15Veracyte, Inc.VCYT726,740$30.6M1.12%
16Mercury Systems, Inc.MRCY414,040$30.2M1.11%
17Flowserve CorporationFLS409,941$28.4M1.04%
18Life Time Holdings, Inc.LTH1,059,300$28.2M1.03%
19Waystar Holding Corp.WAY840,600$27.5M1.01%
20Rush Street Interactive, Inc.RSI1,411,710$27.4M1.00%
21Clean Harbors, Inc.CLH116,870$27.4M1.00%
22Carpenter Technology Corp.CRS82,611$26.0M0.95%
23Tutor Perini Corp.TPC387,200$26.0M0.95%
24Osi Systems, Inc.OSIS101,400$25.9M0.95%
25Genedx Holdings Corp.WGSWW198,770$25.9M0.95%
26Pegasystems Inc.PEGA424,840$25.4M0.93%
27Freshworks, Inc.FRSH2,054,470$25.2M0.92%
28Dutch Bros., Inc.BROS404,500$24.8M0.91%
29Genpact Ltd.G521,602$24.4M0.89%
30Q2 Holdings, Inc.QTWO336,860$24.3M0.89%
31Imax Corp.IMAX652,300$24.1M0.88%
32American SuperconductorAMSC835,900$24.1M0.88%
33ICU Medical, Inc.ICUI168,040$24.0M0.88%
34Merit Medical System Inc589889104268,760$23.7M0.87%
35Globus Medical, Inc.-AGMED270,000$23.6M0.86%
36Arcosa, Inc.ACA221,600$23.6M0.86%
37Arcutis Biotherapeutics, Inc.ARQT808,400$23.5M0.86%
38Camtek, Ltd.CAMT218,880$23.3M0.85%
39Lattice Semiconductor CorporatLSCC314,636$23.2M0.85%
40AAR Corp.AIR272,700$22.6M0.83%
41Everus Construction GroupEVEX-WT259,800$22.2M0.81%
42Silicon Motion Techn ADRSIMO236,300$21.9M0.80%
43Urban Outfitters, Inc.URBN286,400$21.6M0.79%
44American Eagle OutfittersAEO814,500$21.5M0.79%
45Irhythm Holdings, Inc.IRTC119,700$21.2M0.78%
46Alphatec Hldgs Inc.ATEC1,000,400$21.0M0.77%
47New York Times Co. Cl ANYT302,700$21.0M0.77%
48FirstCash Holdings, IncFCFS131,300$20.9M0.77%
49Levi Strauss & Co.LEVI993,900$20.6M0.75%
50Primoris Services Corp.74164F103163,300$20.3M0.74%
51National Vision Holdings, Inc.EYE784,500$20.3M0.74%
52Assurant, Inc.AIZN83,000$20.0M0.73%
53CarGurus, Inc.CARG518,400$19.9M0.73%
54Box, Inc.BXCAP652,320$19.5M0.71%
55Dana Inc.DAN796,500$18.9M0.69%
56Impinj, Inc.PI107,120$18.6M0.68%
57Federal Signal Corp.FSS166,500$18.1M0.66%
58Blue Bird CorporationBLBD382,638$18.0M0.66%
59Sensient Technologies Corp.SXT188,000$17.7M0.65%
60Genius Sports Ltd.GENI1,585,900$17.5M0.64%
61Vistance Networks, Inc.20337X109960,912$17.4M0.64%
62Solaris Energy InfrastructurSEI366,900$16.9M0.62%
63Grand Canyon Education, Inc.LOPE99,800$16.6M0.61%
64Ultra Clean HoldingsUCTT628,500$15.9M0.58%
65ACI Worldwide Inc.ACIW330,702$15.8M0.58%
66Core Natural Resources, Inc.CNR178,400$15.8M0.58%
67Littelfuse, Inc.LFUS62,300$15.8M0.58%
68Zeta Global Holdings Corp.ZETA767,020$15.6M0.57%
69Powell Industries Inc.73912810648,700$15.5M0.57%
70SPX Technologies, Inc.SPXC76,900$15.4M0.56%
71Indivior PlcINDV424,941$15.2M0.56%
72Super Group SGHC Ltd.SGHC1,268,500$15.2M0.55%
73ANI Pharmaceuticals, Inc.ANIP188,830$14.9M0.55%
74Alighnment Healthcare, Inc.ALHC747,500$14.8M0.54%
75Qualys, Inc.QLYS107,800$14.3M0.52%
76Mirion Technologies, Inc.MIR607,800$14.2M0.52%
77Commvault Systems, Inc.CVLT110,900$13.9M0.51%
78Remitly Global, Inc.RELY1,002,800$13.8M0.51%
79Catalyst Pharmaceuticals, Inc.CPRX586,970$13.7M0.50%
80nLIGHT Inc.LASR356,400$13.4M0.49%
81LivaNova PlcLIVN212,300$13.1M0.48%
82Dave, Inc.23834J20158,922$13.0M0.48%
83HealthEquity Inc.HQY141,580$13.0M0.47%
84Calix, Inc.CALX244,600$12.9M0.47%
85Kiniksa Pharmaceuticals, Ltd.G52694109312,800$12.9M0.47%
86The Vita Coco Co., Inc.COCO233,400$12.4M0.45%
87Zurn Elkay Water Solutions Cor98983L108266,000$12.4M0.45%
88EZCorp, Inc.EZPW627,900$12.2M0.45%
89Interface, Inc.TILE435,800$12.2M0.44%
90Skyward Specialty Ins Group830940102237,500$12.1M0.44%
91Adaptive BiotechnologiesADTI744,500$12.1M0.44%
92Pediatrix Medical Group, Inc.MD559,987$12.0M0.44%
93Ameris BancorpABCB156,400$11.6M0.42%
94FabrinetFN25,200$11.5M0.42%
95Liquidia Corp.LQDA329,200$11.4M0.42%
96Turning PT Brands, Inc.90041L105103,500$11.2M0.41%
97AxoGen Inc.AXGN336,200$11.0M0.40%
98Workiva, Inc.WK127,500$11.0M0.40%
99Matador Resources CompanyMTDR253,900$10.8M0.39%
100Argan, IncAGX32,971$10.3M0.38%
101Magnite, Inc.MGNI635,800$10.3M0.38%
102Artivion, IncAORT217,060$9.9M0.36%
103OneSpaWorld Holdings LimitedOSW476,890$9.9M0.36%
104Green Dot Corp. Cl AGDOT765,000$9.8M0.36%
105EPlus, Inc.PLUS110,898$9.7M0.36%
106M/I Homes, Inc.MHO75,000$9.6M0.35%
107Boot Barn Hldgs, Inc.BOOT53,800$9.5M0.35%
108LeMaitre Vascular, Inc.LMAT116,301$9.4M0.34%
109CorMedix, Inc.CRMD805,115$9.4M0.34%
110Ducommun Inc.DCO98,100$9.3M0.34%
111IBEX Ltd.IBEX241,800$9.2M0.34%
112Viavi Solutions, Inc.VIAV508,100$9.1M0.33%
113ProPetro Holding Corp.PUMP947,900$9.0M0.33%
114Interdigital, Inc.IDCC28,300$9.0M0.33%
115FB Financial Corp.30257X104159,200$8.9M0.32%
116CECO Environmental Corp.CECO145,508$8.7M0.32%
117Atricure, Inc.ATRC217,992$8.6M0.32%
118Benchmark Electronics Inc08160H101198,300$8.5M0.31%
119Addus Homecare Corp.ADUS78,200$8.4M0.31%
120Rev Group, Inc.749527107137,800$8.4M0.31%
121Advanced Energy Industry, Inc.00797310039,700$8.3M0.30%
122Magnolia Oil & Gas Corp.MGY376,300$8.2M0.30%
123Build A BearBBW134,100$8.2M0.30%
124Halozyme Therapeutics, Inc.HALO117,580$7.9M0.29%
125Phibro Animal Health CorpPAHC209,800$7.8M0.29%
126Evolv Technologies HoldingsEVLVW1,077,900$7.7M0.28%
127Weave Communications, Inc.WEAV999,080$7.6M0.28%
128Diodes, Inc.DIOD151,900$7.5M0.27%
129Nicolet Bankshares, Inc.NIC61,700$7.5M0.27%
130Lincoln EDL Svcs533535100309,100$7.5M0.27%
131First Merchants CorporationFRMEP196,000$7.3M0.27%
132Eton Pharmaceuticals, Inc.ETON431,300$7.3M0.27%
133CRA Int'l Inc.12618T10535,770$7.2M0.26%
134Huron Consulting Group, Inc.HURN41,500$7.2M0.26%
135Precision Drilling Corp.PDS99,500$7.2M0.26%
136Fastly, Inc.FSLY689,800$7.0M0.26%
137Malibu Boats, Inc.MBUU244,100$6.9M0.25%
138Radware, Ltd.RDWR281,500$6.8M0.25%
139Hawkins, Inc.HWKN46,800$6.6M0.24%
140Pagaya Technologies Ltd.PGYWW305,600$6.4M0.23%
141NPK International, Inc.NPKI508,750$6.1M0.22%
142Expro Group Holdings N.V.XPRO446,300$6.0M0.22%
143Coursera, Inc.COUR806,800$5.9M0.22%
144Red Violet, Inc.RDVT102,800$5.9M0.21%
145Powerfleet, Inc.AIOT1,095,252$5.8M0.21%
146Tactile Sys Technology, Inc.87357P100199,100$5.8M0.21%
147VSE Corp.VSECU33,400$5.8M0.21%
148Climb Global Solutions, Inc.CLMB51,960$5.3M0.20%
1491st Source Corp.SRCE84,700$5.3M0.19%
150Bioventus, Inc.BVS616,614$4.6M0.17%
151The Gorman-Rupp Co.GRC93,200$4.5M0.16%
152Lindblad Expeditions Holdings,LIND306,800$4.4M0.16%
153LSI Industries Inc.50216C108173,400$3.2M0.12%
154Matrix Service Co.576853105226,575$2.7M0.10%
155Backblaze, Inc.BLZE552,023$2.6M0.09%
156Shopify, Inc.SHOP13,100$2.1M0.08%
157Futu Holdings Ltd.FUTU11,000$1.8M0.07%
158SPDR S&P 500 ETF TrustSPY2,055$1.4M0.05%
159Microsoft Corp.MSFT2,665$1.3M0.05%
160Micron TechnologyMU4,500$1.3M0.05%
161H World Group Ltd.HWLDF24,000$1.1M0.04%
162JP Morgan Chase & Company Inc.VYLD3,052$983,3870.04%
163Apple, Inc.AAPL3,476$944,8790.03%
164Alphabet, Inc. Cl AGOOG1,900$594,7210.02%
165Alphabet, Inc. Cl CGOOG1,620$508,3560.02%
166The Travelers Co., Inc.TRV1,581$458,6030.02%
167Johnson & JohnsonJNJ2,050$424,1990.02%
168Mastercard, Inc.MA662$377,6630.01%
169Resmed Inc.RSMDF1,450$349,2620.01%
170Amgen, Inc.AMGN1,035$338,8110.01%
171Bank of New York Mellon Corp.0640581002,553$296,3270.01%
172Newmont MiningNEMCL2,873$286,8870.01%
173Wells Fargo Co New Perp Pfd949746804225$272,7000.01%
174SPDR Gold Shares ETFGLD675$267,5090.01%
175McDonald's CorporationMCD853$260,7830.01%
176Caterpillar, Inc.CAT448$256,3650.01%
177Wal Mart Stores Inc.WMT2,187$243,6140.01%
178Aflac Inc.AFL2,000$220,5400.01%
179Xenacare Hldgs, Inc.98401A106140,000$00.00%