Arkolith/Funds/Topline Capital Management, LLC

Topline Capital Management, LLC

CIK 1792549Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Topline Capital Management, LLC holds a focused book of 43 stocks worth $605.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Simulations Plus Inc and trimmed Doubleverify Holdings Inc. Their largest long position is Pra Group Inc at 11% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Topline Capital Management, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1792549/holdings"
Ask your agent
Use Arkolith to show Topline Capital Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
6
existing
Trimmed
27
reduced
Sold out
14
exited

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
70%
Top 20 holdings
93%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
65%
Financials
11%
Industrials
9%
Health Care
9%
Consumer Discretionary
4%
Consumer Staples
1%
Real Estate
0%
ETF / fund or unclassified
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

43 positions
#SecurityValueShares% PortLast moveHistory
1Pra Group Inc
COM
$67.3M3.85M
11.1%
+32%
Added · +927K sh
2Workiva Inc
COM CL A
$62.6M1.05M
10.3%
+264%
Added · +762K sh
3Nerdwallet Inc
COM CL A
$54.5M5.25M
9.0%
Held
4Doubleverify Hldgs Inc
COM
$47.7M5.02M
7.9%
−41%
Reduced · −3.4M sh
5Freshworks Inc
CLASS A COM
$47.5M5.92M
7.9%
−4.9%
Reduced · −306K sh
6Cognyte Software Ltd
ORD SHS
$39.8M4.91M
6.6%
−32%
Reduced · −2.3M sh
7Cytek Biosciences Inc
COM
$30.9M7.06M
5.1%
−5.1%
Reduced · −378K sh
8Paysign Inc
COM
$27.4M4.64M
4.5%
−16%
Reduced · −865K sh
9Monday Com Ltd
SHS
$25.2M364.0K
4.2%
−22%
Reduced · −104K sh
10Sentinelone Inc
CL A
$22.9M1.78M
3.8%
−77%
Reduced · −5.8M sh
11Mitek Sys Inc
COM NEW
$21.8M1.61M
3.6%
−16%
Reduced · −298K sh
12Nutex Health Inc
COM
$16.9M177.8K
2.8%
−74%
Reduced · −498K sh
13Sprout Social Inc
COM CL A
$15.5M2.73M
2.6%
−5.7%
Reduced · −164K sh
14Docebo Inc
COM
$15.4M878.9K
2.5%
+0.9%
Added · +8K sh
15Koru Medical Systems Inc
COM
$15.2M3.51M
2.5%
−11%
Reduced · −426K sh
16Envela Corp
COM
$13.0M779.9K
2.1%
−8.4%
Reduced · −72K sh
17Unifirst Corp Mass
COM
$10.1M40.3K
1.7%
−75%
Reduced · −118K sh
18CS Disco Inc
COM
$10.0M2.62M
1.7%
−21%
Reduced · −694K sh
19N-Able Inc
COMMON STOCK
$9.1M1.95M
1.5%
+41%
Added · +565K sh
20Zevia PBC
CL A
$7.9M6.75M
1.3%
+32%
Added · +1.6M sh
21Optex Sys Hldgs Inc
COM NEW
$7.7M579.4K
1.3%
−14%
Reduced · −94K sh
22Access Newswire Inc
COM NEW
$6.3M709.3K
1.0%
Held
23Certara Inc
COM
$4.3M749.5K
0.7%
−62%
Reduced · −1.2M sh
24Simulations Plus Inc
COM
$2.6M218.1K
0.4%
New
New position
25Playtika Hldg Corp
COM
$2.5M915.6K
0.4%
New
New position
26Inmode Ltd
SHS
$2.5M181.6K
0.4%
−69%
Reduced · −411K sh
27Heritage Global Inc
COM
$2.4M1.79M
0.4%
−3.5%
Reduced · −65K sh
28Viant Technology Inc
COM CL A
$2.2M193.9K
0.4%
−47%
Reduced · −175K sh
29Quanterix Corp
COM
$2.0M563.1K
0.3%
New
New position
30Tejon Ranch Co
COM
$1.8M94.3K
0.3%
+18%
Added · +14K sh
31Nephros Inc
COM
$1.7M582.0K
0.3%
−5.3%
Reduced · −32K sh
32The Trade Desk Inc
COM CL A
$1.4M59.6K
0.2%
New
New position
33Tenable Hldgs Inc
COM
$1.2M69.9K
0.2%
New
New position
34Neuropace Inc
COM
$1.1M80.9K
0.2%
New
New position
35Research Solutions Inc
COM
$1.0M461.2K
0.2%
−17%
Reduced · −93K sh
36James Riv Group Holdings Inc
COM SHS
$1.0M164.2K
0.2%
New
New position
37Meridian Holdings Inc
COM
$1.0M140.3K
0.2%
New
New position
38Precipio Inc
COM
$616K24.6K
0.1%
−50%
Reduced · −24K sh
39Cricut Inc
COM CL A
$460K123.1K
0.1%
−81%
Reduced · −522K sh
401STDIBS Com Inc
COM
$405K73.6K
0.1%
−46%
Reduced · −63K sh
41Netsol Technologies Inc
COM PAR $.001
$266K78.4K
0.0%
−82%
Reduced · −363K sh
42Sono Tek Corp
COM
$143K35.2K
0.0%
−79%
Reduced · −135K sh
43Soundthinking Inc
COM
$84K12.7K
0.0%
−98%
Reduced · −533K sh
Showing all 43 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202643$605.3M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202649$1.1B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202542$581.6M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202542$583.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.