DISCIPLINED GROWTH INVESTORS INC /MN
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SFIX | 19.48M | $102.26M |
 | SMCI | 9.64M | $282.09M |
 | AIOT | 7.92M | $42.13M |
 | CTRA | 6.78M | $178.38M |
 | ZIP | 6.37M | $24.85M |
 | VSAT | 5.93M | $204.20M |
 | ZETA | 5.50M | $111.93M |
 | CLB | 5.17M | $82.83M |
 | PSTG | 4.90M | $328.18M |
 | GNTX | 4.80M | $111.77M |
 | CGNX | 4.66M | $167.50M |
 | DV | 3.74M | $42.77M |
 | ALRM | 3.42M | $174.36M |
 | KRNT | 3.03M | $43.64M |
 | SMTC | 2.80M | $206.43M |
 | PRLB | 2.67M | $135.26M |
 | EXE | 2.55M | $281.40M |
 | WEAV | 2.31M | $17.54M |
 | POWI | 2.00M | $71.14M |
 | ANET | 1.95M | $255.35M |
Stitch Fix, Inc.
SFIX
Shares Held
19.48M
Value
$102.26M
Super Micro Computer, Inc.
SMCI
Shares Held
9.64M
Value
$282.09M
PowerFleet, Inc.
AIOT
Shares Held
7.92M
Value
$42.13M
Coterra Energy Inc.
CTRA
Shares Held
6.78M
Value
$178.38M
ZipRecruiter, Inc.
ZIP
Shares Held
6.37M
Value
$24.85M
Viasat, Inc.
VSAT
Shares Held
5.93M
Value
$204.20M
Zeta Global Holdings Corp.
ZETA
Shares Held
5.50M
Value
$111.93M
Core Laboratories N.V.
CLB
Shares Held
5.17M
Value
$82.83M
Pure Storage, Inc.
PSTG
Shares Held
4.90M
Value
$328.18M
Gentex Corporation
GNTX
Shares Held
4.80M
Value
$111.77M
Cognex Corporation
CGNX
Shares Held
4.66M
Value
$167.50M
DoubleVerify Holdings, Inc.
DV
Shares Held
3.74M
Value
$42.77M
Alarm.com Holdings, Inc.
ALRM
Shares Held
3.42M
Value
$174.36M
Kornit Digital Ltd.
KRNT
Shares Held
3.03M
Value
$43.64M
Semtech Corporation
SMTC
Shares Held
2.80M
Value
$206.43M
Proto Labs, Inc.
PRLB
Shares Held
2.67M
Value
$135.26M
Expand Energy Corporation
EXE
Shares Held
2.55M
Value
$281.40M
Weave Communications, Inc.
WEAV
Shares Held
2.31M
Value
$17.54M
Power Integrations, Inc.
POWI
Shares Held
2.00M
Value
$71.14M
Arista Networks, Inc.
ANET
Shares Held
1.95M
Value
$255.35M