13F HOLDINGS REPORT
Kopion Asset Management, LLC
Quarter ended Q3 2025 · Filed October 14, 2025 · Accession 0001728689-25-000009
Total Value
$154.3M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROS HOLDINGS INC | 74346Y103 | 672,268 | $15.4M | 9.98% |
| 2 | NICE LTD | NCSYF | 82,313 | $11.9M | 7.73% |
| 3 | TRUPANION INC | TRUP | 264,603 | $11.5M | 7.42% |
| 4 | TECHNIPFMC PLC | FTI | 289,165 | $11.4M | 7.39% |
| 5 | BORGWARNER INC | BWA | 246,711 | $10.8M | 7.03% |
| 6 | VARONIS SYS INC | VRNS | 179,848 | $10.3M | 6.70% |
| 7 | COGNEX CORP | CGNX | 200,729 | $9.1M | 5.89% |
| 8 | STRATASYS LTD | SSYS | 769,103 | $8.6M | 5.58% |
| 9 | POWERFLEET INC | AIOT | 1,553,700 | $8.1M | 5.28% |
| 10 | CERTARA INC | CERT | 655,646 | $8.0M | 5.19% |
| 11 | SOUNDTHINKING INC | SSTI | 638,938 | $7.7M | 5.00% |
| 12 | TENNANT CO | TNC | 87,506 | $7.1M | 4.60% |
| 13 | ACI WORLDWIDE INC | ACIW | 126,437 | $6.7M | 4.33% |
| 14 | HEXCEL CORP NEW | 428291108 | 94,158 | $5.9M | 3.83% |
| 15 | COHERENT CORP | COHR | 52,868 | $5.7M | 3.69% |
| 16 | MAGNITE INC | MGNI | 246,601 | $5.4M | 3.48% |
| 17 | ENERGY RECOVERY INC | ERII | 318,287 | $4.9M | 3.18% |
| 18 | SPDR SERIES TRUST | 78468R663 | 31,618 | $2.9M | 1.88% |
| 19 | SIMULATIONS PLUS INC | SLP | 185,394 | $2.8M | 1.81% |