Topline Capital Management, LLC 13F 持仓 · 2026年Q2
Topline Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 3.86 亿美元。前几大持仓：PRAA（18.93%）、WK（10.96%）、PAYS（9.85%）。本季前 25 大持仓中：新建仓 3 只、增持 2 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PRAA | PRA GROUP INC | $73.0M | 18.93% | 3.8M | 持平 |
| 2 | WK | WORKIVA INC | $42.3M | 10.96% | 871,101 | 减持 |
| 3 | PAYS | PAYSIGN INC | $38.0M | 9.85% | 4.6M | 持平 |
| 4 | DV | DOUBLEVERIFY HLDGS INC | $34.8M | 9.03% | 3.2M | 减持 |
| 5 | NRDS | NERDWALLET INC | $30.4M | 7.89% | 3.3M | 减持 |
| 6 | CTKB | CYTEK BIOSCIENCES INC | $27.8M | 7.22% | 6.3M | 减持 |
| 7 | CGNT | COGNYTE SOFTWARE LTD | $27.6M | 7.16% | 3.1M | 减持 |
| 8 | KRMD | KORU MEDICAL SYSTEMS INC | $14.2M | 3.67% | 3.4M | 减持 |
| 9 | DCBO | DOCEBO INC | $11.9M | 3.09% | 664,727 | 减持 |
| 10 | ELA | ENVELA CORP | $11.9M | 3.09% | 413,150 | 减持 |
| 11 | ZVIA | ZEVIA PBC | $11.7M | 3.03% | 7.2M | 增持 |
| 12 | NUTX | NUTEX HEALTH INC | $7.1M | 1.85% | 41,764 | 减持 |
| 13 | NABL | N-ABLE INC | $7.0M | 1.81% | 1.9M | 减持 |
| 14 | OPXS | OPTEX SYS HLDGS INC | $6.3M | 1.63% | 449,363 | 减持 |
| 15 | LAW | CS DISCO INC | $5.5M | 1.44% | 1.5M | 减持 |
| 16 | ACCS | ACCESS NEWSWIRE INC | $4.6M | 1.20% | 709,264 | 持平 |
| 17 | NPK | NATIONAL PRESTO INDS INC | $4.0M | 1.05% | 32,282 | 新建仓 |
| 18 | ATRC | ATRICURE INC | $3.9M | 1.00% | 138,490 | 新建仓 |
| 19 | SPT | SPROUT SOCIAL INC | $3.8M | 0.98% | 501,772 | 减持 |
| 20 | CERS | CERUS CORP | $3.1M | 0.80% | 1.1M | 新建仓 |
| 21 | MRDN | MERIDIAN HOLDINGS INC | $2.6M | 0.67% | 186,440 | 增持 |
| 22 | HGBL | HERITAGE GLOBAL INC | $2.2M | 0.56% | 1.8M | 持平 |
| 23 | S | SENTINELONE INC | $2.2M | 0.56% | 128,038 | 减持 |
| 24 | NEPH | NEPHROS INC | $1.9M | 0.50% | 535,698 | 减持 |
| 25 | MITK | MITEK SYS INC | $1.9M | 0.49% | 93,985 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR