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Kopion Asset Management, Llc

Portfolio Manager
Kopion Asset Management, LLC
Performance
-6.00% (2026 Q1)
AUM (13F)
$128.51M
# of Holdings
20
Performance Rank
Allocation (Top 20)
99.99%

Kopion Asset Management, Llc Holdings Map

Top 20 Kopion Asset Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NICE
NICE LTD
9.87%115.0K$12.7M
+8.07%(+8.59K)
2025-Q1: 56.8K shares2025-Q2: 56.8K shares2025-Q3: 82.3K shares2025-Q4: 106.4K shares2026-Q1: 115.0K shares
$153.87(-18.76%)
2026-03-31
TNC
TENNANT CO
8.86%171.6K$11.4M
+39.43%(+48.52K)
2025-Q1: 40.2K shares2025-Q2: 84.1K shares2025-Q3: 87.5K shares2025-Q4: 123.0K shares2026-Q1: 171.6K shares
$74.68(+10.65%)
2026-03-31
VRNS
VARONIS SYS INC
8.28%495.7K$10.6M
+49.32%(+163.72K)
2025-Q1: 208.0K shares2025-Q2: 208.1K shares2025-Q3: 179.8K shares2025-Q4: 332.0K shares2026-Q1: 495.7K shares
$34.88(-21.43%)
2026-03-31
TRUP
TRUPANION INC
7.97%399.7K$10.2M
+36.09%(+105.98K)
2025-Q1: 281.1K shares2025-Q2: 219.0K shares2025-Q3: 264.6K shares2025-Q4: 293.7K shares2026-Q1: 399.7K shares
$37.43(-30.77%)
2026-03-31
MGNI
MAGNITE INC
7.91%855.9K$10.2M
+39.29%(+241.44K)
2025-Q1: 599.0K shares2025-Q2: 423.2K shares2025-Q3: 246.6K shares2025-Q4: 614.5K shares2026-Q1: 855.9K shares
$16.00(-15.00%)
2026-03-31
AIOT
POWERFLEET INC
5.84%2.44M$7.5M
+56.83%(+882.91K)
2025-Q1: 769.8K shares2025-Q2: 770.2K shares2025-Q3: 1.55M shares2025-Q4: 1.55M shares2026-Q1: 2.44M shares
$4.62(-27.98%)
2026-03-31
ACIW
ACI WORLDWIDE INC
5.79%181.3K$7.4M
+31.26%(+43.18K)
2025-Q1: 98.7K shares2025-Q2: 80.9K shares2025-Q3: 126.4K shares2025-Q4: 138.1K shares2026-Q1: 181.3K shares
$38.75(+13.96%)
2026-03-31
FTI
TECHNIPFMC PLC
5.76%107.2K$7.4M
-56.96%(-141.82K)
2025-Q1: 320.6K shares2025-Q2: 321.5K shares2025-Q3: 289.2K shares2025-Q4: 249.0K shares2026-Q1: 107.2K shares
$8.45(+787.93%)
2026-03-31
CERT
CERTARA INC
5.71%1.29M$7.3M
+31.11%(+305.74K)
2025-Q1: 600.2K shares2025-Q2: 588.9K shares2025-Q3: 655.6K shares2025-Q4: 982.7K shares2026-Q1: 1.29M shares
$10.55(-41.44%)
2026-03-31
SSYS
STRATASYS LTD
5.63%926.8K$7.2M
-0.94%(-8.83K)
2025-Q1: 822.8K shares2025-Q2: 823.2K shares2025-Q3: 769.1K shares2025-Q4: 935.6K shares2026-Q1: 926.8K shares
$14.23(-37.03%)
2026-03-31

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