StockDriftsStockDriftsTop 35 Topline Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRAA | PRA GROUP INC | 18.93% | 3.85M | $73.0M | +0.00%(+0) | $17.98(+14.57%) | 2026-06-30 | |
| WK | WORKIVA INC | 10.96% | 871.1K | $42.3M | -17.05%(-178.99K) | $76.47(-7.79%) | 2026-06-30 | |
| PAYS | PAYSIGN INC | 9.85% | 4.64M | $38.0M | +0.00%(+0) | $3.41(+286.73%) | 2026-06-30 | |
| DV | DOUBLEVERIFY HLDGS INC | 9.03% | 3.21M | $34.8M | -36.00%(-1.81M) | $11.71(+13.49%) | 2026-06-30 | |
| NRDS | NERDWALLET INC | 7.89% | 3.29M | $30.4M | -37.36%(-1.96M) | $13.01(-24.34%) | 2026-06-30 | |
| CTKB | CYTEK BIOSCIENCES INC | 7.22% | 6.28M | $27.8M | -11.06%(-781.03K) | $4.01(+17.04%) | 2026-06-30 | |
| CGNT | COGNYTE SOFTWARE LTD | 7.16% | 3.14M | $27.6M | -36.01%(-1.77M) | $7.75(+17.64%) | 2026-06-30 | |
| KRMD | KORU MEDICAL SYSTEMS INC | 3.67% | 3.37M | $14.2M | -4.01%(-141.07K) | $3.41(-0.23%) | 2026-06-30 | |
| ELA | ENVELA CORP | 3.09% | 413.1K | $11.9M | -47.03%(-366.80K) | $6.33(+153.29%) | 2026-06-30 | |
| DCBO | DOCEBO INC | 3.09% | 664.7K | $11.9M | -24.37%(-214.18K) | $26.02(-11.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.39% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.53% |
Topline Capital Management LLC reports $385.69M in US-listed equity holdings across 36 positions in its most recent 13F filing. Its largest disclosed positions are PRAA (18.9%), WK (11.0%) and PAYS (9.8%). The top 20 holdings account for 95.68% of reported assets. Its disclosed equity book has returned +6.39% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Topline Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1792549). View Topline Capital Management LLC’s 13F filings on SEC