Topline Capital Management, LLC

CIK: 0001792549Latest portfolio: $1.1B · Q4 2025

Holdings

49

Total Value

$1.1B

New Positions

15

Closed Positions

8

#StockSharesValue% PortfolioChangeType
1
SSENTINELONE INC
7,612,982$114.2M10.33%NEW
2
NUTXNUTEX HEALTH INC
675,494$111.2M10.06%+119K
3
DVDOUBLEVERIFY HLDGS INC
8,453,543$96.7M8.75%NEW
4
FRSHFRESHWORKS INC
6,223,651$76.2M6.90%+3.5M
5
NRDSNERDWALLET INC
5,251,145$71.2M6.44%
6
MNDYMONDAY COM LTD
468,000$69.1M6.25%NEW
7
CGNTCOGNYTE SOFTWARE LTD
7,238,153$68.0M6.16%+43K
8
PRAAPRA GROUP INC
2,918,487$51.6M4.67%+303K
9
GDOTGREEN DOT CORP
3,315,574$42.5M3.84%-1,298,988
10
CTKBCYTEK BIOSCIENCES INC
7,442,466$37.6M3.40%+498K
11
SPTSPROUT SOCIAL INC
2,889,410$32.6M2.95%+1.5M
12
UNFUNIFIRST CORP MASS
158,117$30.5M2.76%+36K
13
PAYSPAYSIGN INC
5,504,288$28.3M2.56%+59K
14
LAWCS DISCO INC
3,317,374$25.7M2.33%+111K
15
WKWORKIVA INC
288,250$24.9M2.25%+280K
16
KRMDKORU MEDICAL SYSTEMS INC
3,941,014$22.9M2.07%+293K
17
MITKMITEK SYS INC
1,909,722$20.1M1.82%+854K
18
DCBODOCEBO INC
871,299$19.3M1.75%+548K
19
CERTCERTARA INC
1,990,927$17.5M1.59%+1.4M
20
ILMNILLUMINA INC
110,076$14.4M1.31%NEW
21
BLBLACKLINE INC
237,173$13.1M1.19%-332,764
22
ZVIAZEVIA PBC
5,121,790$11.9M1.08%NEW
23
ELAENVELA CORP
851,763$11.4M1.03%-11,155
24
NABLN-ABLE INC
1,387,181$10.4M0.94%+933K
25
OPXSOPTEX SYS HLDGS INC
672,934$9.5M0.86%-6,429

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
FRSH6.2M+3.5M
SPT2.9M+1.5M
MITK1.9M+854K
DCBO871K+548K
CTKB7.4M+498K
OSPN680K+331K
INMD592K+328K
RSSS555K+310K
PRAA2.9M+303K
KRMD3.9M+293K

Decreased Positions

NameSharesChange
GDOT3.3M-1298988
BL237K-332764
DIBS137K-55601
TGK49K-16200
ELA852K-11155
OPXS673K-6429
IDN761K-6276
NS9B441K-6065
CTEV197K-5064
WK288K280K

Sector Breakdown

Technology0.0% ($1.1419496708762397e+91T)
Healthcare0.0% ($1.111993758422897e+35T)
Financial Services0.0% ($7115351628.4T)
Industrials0.0% ($3050095421.3T)
Consumer Cyclical0.0% ($11.4T)
Unknown0.0% ($13.4B)
Consumer Defensive0.0% ($11.9B)
Communication Services0.0% ($6.6M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$1.1B49
Q3 2025Nov 14, 2025$581.6B42
Q2 2025Aug 14, 2025$583.5B42
Q1 2025May 14, 2025$436.8B38
Q4 2024Feb 14, 2025$528.8B36

Fund Information

CIK0001792549
Most Recent FilingFeb 17, 2026
Number of Filings5

Topline Capital Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.1B across 49 holdings. The largest position is SENTINELONE INC (S), representing 10.3% of the portfolio. Compared to the previous quarter, the fund opened 15 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.