DISCIPLINED GROWTH INVESTORS INC /MN
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SFIX | 18.74M | $62.02M |
 | AIOT | 7.32M | $22.53M |
COTERRA ENERGY INC COM | CTRA | 6.40M | $224.72M |
 | ZETA | 6.15M | $97.96M |
 | VSAT | 5.66M | $259.26M |
 | SMCI | 4.99M | $113.56M |
 | CLB | 4.94M | $82.89M |
 | GNTX | 4.52M | $98.76M |
 | CGNX | 4.32M | $211.74M |
 | ZIP | 4.22M | $7.76M |
 | DV | 3.91M | $37.13M |
 | ALRM | 3.27M | $141.19M |
 | KRNT | 3.00M | $43.96M |
 | PRLB | 2.50M | $142.40M |
 | EXE | 2.37M | $260.54M |
 | WEAV | 2.28M | $10.52M |
 | SMTC | 2.21M | $169.68M |
 | POWI | 1.96M | $100.31M |
 | ANET | 1.81M | $222.35M |
 | AKAM | 1.66M | $190.51M |
Stitch Fix, Inc.
SFIX
Shares Held
18.74M
Value
$62.02M
PowerFleet, Inc.
AIOT
Shares Held
7.32M
Value
$22.53M
COTERRA ENERGY INC COM
CTRA
Shares Held
6.40M
Value
$224.72M
Zeta Global Holdings Corp.
ZETA
Shares Held
6.15M
Value
$97.96M
Viasat, Inc.
VSAT
Shares Held
5.66M
Value
$259.26M
Super Micro Computer, Inc.
SMCI
Shares Held
4.99M
Value
$113.56M
Core Laboratories N.V.
CLB
Shares Held
4.94M
Value
$82.89M
Gentex Corporation
GNTX
Shares Held
4.52M
Value
$98.76M
Cognex Corporation
CGNX
Shares Held
4.32M
Value
$211.74M
ZipRecruiter, Inc.
ZIP
Shares Held
4.22M
Value
$7.76M
DoubleVerify Holdings, Inc.
DV
Shares Held
3.91M
Value
$37.13M
Alarm.com Holdings, Inc.
ALRM
Shares Held
3.27M
Value
$141.19M
Kornit Digital Ltd.
KRNT
Shares Held
3.00M
Value
$43.96M
Proto Labs, Inc.
PRLB
Shares Held
2.50M
Value
$142.40M
Expand Energy Corporation
EXE
Shares Held
2.37M
Value
$260.54M
Weave Communications, Inc.
WEAV
Shares Held
2.28M
Value
$10.52M
Semtech Corporation
SMTC
Shares Held
2.21M
Value
$169.68M
Power Integrations, Inc.
POWI
Shares Held
1.96M
Value
$100.31M
Arista Networks, Inc.
ANET
Shares Held
1.81M
Value
$222.35M
Akamai Technologies, Inc.
AKAM
Shares Held
1.66M
Value
$190.51M