Topline Capital Management, LLC Top Holdings and 13F Report (2026) About Topline Capital Management, LLCInvestment ActivityTopline Capital Management, LLC has $385.69 million in total holdings as of June 30, 2026.Topline Capital Management, LLC owns shares of 36 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.87% of the portfolio was purchased this quarter.About 78.90% of the portfolio was sold this quarter.This quarter, Topline Capital Management, LLC has purchased 43 new stocks and bought additional shares in 2 stocks.Topline Capital Management, LLC sold shares of 21 stocks and completely divested from 16 stocks this quarter.Largest Holdings PRA Group $73,022,893Workiva $42,257,110Paysign $37,993,910DoubleVerify $34,845,343NerdWallet $30,425,886 Largest New Holdings this Quarter 637215104 - National Presto Industries $4,034,927 Holding04963C209 - AtriCure $3,874,950 Holding157085101 - Cerus $3,070,894 Holding826546103 - SIFCO Industries $833,274 Holding832156103 - Smith-Midland $580,348 Holding Largest Purchases this Quarter National Presto Industries 32,282 shares (about $4.03M)AtriCure 138,490 shares (about $3.87M)Cerus 1,051,676 shares (about $3.07M)SIFCO Industries 35,610 shares (about $833.27K)Zevia PBC 428,860 shares (about $699.04K) Largest Sales this Quarter Freshworks 5,906,726 shares (about $59.78M)Mitek Systems 1,518,076 shares (about $30.56M)SentinelOne 1,651,962 shares (about $28.03M)NUTEX HEALTH INC 136,036 shares (about $23.25M)DoubleVerify 1,808,377 shares (about $19.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTopline Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPRAAPRA Group$73,022,8930.0%3,845,33418.9%FinanceWKWorkiva$42,257,110$8,682,756 â–¼-17.0%871,10111.0%TechnologyPAYSPaysign$37,993,9100.0%4,639,0619.9%FinanceDVDoubleVerify$34,845,343$19,602,807 â–¼-36.0%3,214,5159.0%TechnologyNRDSNerdWallet$30,425,886$18,147,205 â–¼-37.4%3,289,2857.9%Communication ServicesCTKBCytek Biosciences$27,835,684$3,459,967 â–¼-11.1%6,283,4507.2%HealthcareCGNTCognyte Software$27,597,919$15,529,440 â–¼-36.0%3,143,2717.2%TechnologyKRMDKORU Medical Systems$14,170,136$592,490 â–¼-4.0%3,373,8423.7%HealthcareELAEnvela$11,931,772$10,593,155 â–¼-47.0%413,1503.1%Consumer DiscretionaryDCBODocebo$11,898,613$3,833,768 â–¼-24.4%664,7273.1%TechnologyZVIAZevia PBC$11,699,364$699,042 â–²6.4%7,177,5243.0%Consumer StaplesNUTEX HEALTH INC$7,137,050$23,247,192 â–¼-76.5%41,7641.9%COMNABLN-able$6,980,358$183,430 â–¼-2.6%1,902,0051.8%TechnologyOPXSOptex Systems$6,304,563$1,823,900 â–¼-22.4%449,3631.6%IndustrialsLAWCS Disco$5,543,994$4,371,377 â–¼-44.1%1,466,6651.4%TechnologyACCESS NEWSWIRE INC$4,610,2160.0%709,2641.2%COM NEWNPKNational Presto Industries$4,034,927$4,034,927 â–²New Holding32,2821.0%IndustrialsATRCAtriCure$3,874,950$3,874,950 â–²New Holding138,4901.0%HealthcareSPTSprout Social$3,788,379$16,791,428 â–¼-81.6%501,7721.0%TechnologyCERSCerus$3,070,894$3,070,894 â–²New Holding1,051,6760.8%HealthcareMERIDIAN HOLDINGS INC$2,595,245$642,742 â–²32.9%186,4400.7%COMSSentinelOne$2,172,805$28,033,797 â–¼-92.8%128,0380.6%TechnologyHGBLHeritage Global$2,160,4400.0%1,785,4880.6%FinanceNEPHNephros$1,912,442$165,180 â–¼-8.0%535,6980.5%HealthcareMITKMitek Systems$1,891,918$30,558,869 â–¼-94.2%93,9850.5%TechnologyTRCTejon Ranch$1,593,782$170,338 â–¼-9.7%85,2290.4%Real EstateSLPSimulations Plus$1,545,584$2,448,597 â–¼-61.3%84,4120.4%HealthcareSIFSIFCO Industries$833,274$833,274 â–²New Holding35,6100.2%IndustrialsSMIDSmith-Midland$580,348$580,348 â–²New Holding20,0120.2%MaterialsPPIHPerma-Pipe International$450,956$450,956 â–²New Holding16,5610.1%IndustrialsTAYDTaylor Devices$259,776$259,776 â–²New Holding4,4270.1%IndustrialsISSCInnovative Solutions and Support$241,632$241,632 â–²New Holding13,4240.1%IndustrialsMLABMesa Laboratories$236,332$236,332 â–²New Holding2,3740.1%HealthcareFRSHFreshworks$109,903$59,775,958 â–¼-99.8%10,8600.0%TechnologyDIBS1stdibs.com$50,254$310,594 â–¼-86.1%10,2560.0%Consumer DiscretionaryRSSSResearch Solutions$26,518$1,043,429 â–¼-97.5%11,4300.0%IndustrialsMNDYmonday.com$0$25,154,243 â–¼-100.0%00.0%TechnologyUNFUniFirst$0$10,143,606 â–¼-100.0%00.0%IndustrialsCERTCertara$0$4,272,133 â–¼-100.0%00.0%HealthcarePLTKPlaytika$0$2,545,426 â–¼-100.0%00.0%Communication ServicesINMDInMode$0$2,484,958 â–¼-100.0%00.0%HealthcareDSPViant Technology$0$2,171,523 â–¼-100.0%00.0%TechnologyQTRXQuanterix$0$1,982,235 â–¼-100.0%00.0%HealthcareTTDTrade Desk$0$1,351,689 â–¼-100.0%00.0%Communication ServicesTENBTenable$0$1,182,426 â–¼-100.0%00.0%TechnologyNPCENeuroPace$0$1,064,427 â–¼-100.0%00.0%HealthcareJAMES RIV GROUP HOLDINGS INC$0$1,034,422 â–¼-100.0%00.0%COM SHSPRECIPIO INC$0$615,600 â–¼-100.0%00.0%COMCRCTCricut$0$460,248 â–¼-100.0%00.0%Consumer DiscretionaryNTWKNetSol Technologies$0$265,691 â–¼-100.0%00.0%TechnologySOTKSono-Tek$0$142,746 â–¼-100.0%00.0%IndustrialsSSTISoundThinking$0$84,220 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
