AMERICAN CAPITAL MANAGEMENT INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CGNT | 6.50M | $52.62M |
 | CRNC | 2.52M | $15.90M |
 | NCNO | 2.38M | $35.58M |
 | VRNS | 2.33M | $49.99M |
 | NEO | 2.25M | $16.70M |
 | RAMP | 1.86M | $49.42M |
 | AZTA | 1.30M | $27.38M |
 | KTOS | 1.07M | $75.58M |
 | DT | 1.05M | $38.99M |
 | TECH | 1.02M | $53.36M |
 | STAA | 878K | $16.42M |
 | FTNT | 829K | $67.74M |
 | CSGP | 825K | $33.29M |
 | SEIC | 769K | $60.31M |
 | GMED | 663K | $57.13M |
 | PRLB | 628K | $35.79M |
 | PANW | 624K | $100.05M |
 | CVLT | 541K | $42.13M |
 | GNTX | 534K | $11.68M |
 | AVAV | 436K | $79.88M |
Cognyte Software Ltd.
CGNT
Shares Held
6.50M
Value
$52.62M
Cerence Inc.
CRNC
Shares Held
2.52M
Value
$15.90M
nCino, Inc.
NCNO
Shares Held
2.38M
Value
$35.58M
Varonis Systems, Inc.
VRNS
Shares Held
2.33M
Value
$49.99M
NeoGenomics, Inc.
NEO
Shares Held
2.25M
Value
$16.70M
LiveRamp Holdings, Inc.
RAMP
Shares Held
1.86M
Value
$49.42M
Azenta, Inc.
AZTA
Shares Held
1.30M
Value
$27.38M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
1.07M
Value
$75.58M
Dynatrace, Inc.
DT
Shares Held
1.05M
Value
$38.99M
Bio-Techne Corporation
TECH
Shares Held
1.02M
Value
$53.36M
STAAR Surgical Company
STAA
Shares Held
878K
Value
$16.42M
Fortinet, Inc.
FTNT
Shares Held
829K
Value
$67.74M
CoStar Group, Inc.
CSGP
Shares Held
825K
Value
$33.29M
SEI Investments Company
SEIC
Shares Held
769K
Value
$60.31M
Globus Medical, Inc.
GMED
Shares Held
663K
Value
$57.13M
Proto Labs, Inc.
PRLB
Shares Held
628K
Value
$35.79M
Palo Alto Networks, Inc.
PANW
Shares Held
624K
Value
$100.05M
Commvault Systems, Inc.
CVLT
Shares Held
541K
Value
$42.13M
Gentex Corporation
GNTX
Shares Held
534K
Value
$11.68M
AeroVironment, Inc.
AVAV
Shares Held
436K
Value
$79.88M