DISCIPLINED GROWTH INVESTORS INC /MN
An institutional investment manager in MINNEAPOLIS, MN. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1050442.
- Reported value$5.91bn
- Positions58
Holdings: 58 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Plexus Corp ComPLXS | CS | 729132100 | 433 | 7.3% | 1,440,935 | Reduced−53,684 | |
| Viasat Inc ComVSAT | CS | 92552V100 | 426 | 7.2% | 4,741,812 | Reduced−918,876 | |
| Everpure Inc CL aP | CS | 74624M102 | 366 | 6.2% | 4,646,725 | Reduced−20,052 | |
| Garmin Ltd SHS | CS | H2906T109 | 315 | 5.3% | 1,326,832 | Reduced−4,609 | |
| Arista Networks Inc Com SHSANET | CS | 040413205 | 304 | 5.1% | 1,788,304 | Reduced−22,689 | |
| Cognex Corp ComCGNX | CS | 192422103 | 300 | 5.1% | 4,139,715 | Reduced−182,360 | |
| Expand Energy Corporation ComEXE | CS | 165167735 | 214 | 3.6% | 2,346,927 | Reduced−26,375 | |
| Proto Labs Inc ComPRLB | CS | 743713109 | 194 | 3.3% | 2,380,514 | Reduced−116,841 | |
| Akamai Technologies ComAKAM | CS | 00971T101 | 193 | 3.3% | 1,635,207 | Reduced−23,585 | |
| Devon Energy Corp New ComDVN | CS | 25179M103 | 174 | 3.0% | 4,219,415 | New+4,219,415 | |
| Alarm Com Holdings Inc ComALRM | CS | 011642105 | 168 | 2.8% | 3,585,614 | Added+316,628 | |
| Generac Holdings Inc ComGNRC | CS | 368736104 | 164 | 2.8% | 558,568 | Reduced−22,360 | |
| Power Integrations Inc ComPOWI | CS | 739276103 | 158 | 2.7% | 1,891,864 | Reduced−67,308 | |
| Semtech Corp ComSMTC | CS | 816850101 | 155 | 2.6% | 955,033 | Reduced−1,251,715 | |
| Interdigital Inc ComIDCC | CS | 45867G101 | 144 | 2.4% | 510,096 | Reduced−46,692 | |
| Zeta Global Holdings Corp CL aZETA | CS | 98956A105 | 133 | 2.3% | 6,761,165 | Added+607,693 | |
| Align Technology IncALGN | CS | 016255101 | 132 | 2.2% | 783,178 | Added+7,352 | |
| Snap on Inc ComSNA | CS | 833034101 | 123 | 2.1% | 305,180 | Reduced−2,668 | |
| SPS Comm Inc ComSPSC | CS | 78463M107 | 121 | 2.1% | 2,123,881 | Added+1,312,943 | |
| Gentex Corp ComGNTX | CS | 371901109 | 115 | 2.0% | 4,561,485 | Added+41,777 | |
| Sharkninja Inc Com SHS | CS | G8068L108 | 109 | 1.8% | 715,721 | Added+288,292 | |
| Doubleverify Holdings Inc ComDV | CS | 25862V105 | 105 | 1.8% | 9,689,140 | Added+5,781,039 | |
| Gitlab, IncGTLB | CS | 37637K108 | 101 | 1.7% | 3,308,421 | Added+2,398,874 | |
| Monday.Com Ltd | CS | M7S64H106 | 91.5 | 1.5% | 1,263,335 | Added+859,447 | |
| Super Micro Computer Inc Com NSMCI | CS | 86800U302 | 78.1 | 1.3% | 2,663,417 | Reduced−2,323,742 | |
| Stitch Fix Inc Com CL aSFIX | CS | 860897107 | 77.7 | 1.3% | 18,910,052 | Added+171,872 | |
| Take-Two Interactive SoftwareTTWO | CS | 874054109 | 73.0 | 1.2% | 292,065 | Added+1,839 | |
| Dolby Laboratories Inc Com CLDLB | CS | 25659T107 | 65.6 | 1.1% | 1,247,791 | Reduced−19,992 | |
| Floor & Decor Holdings Inc CL aFND | CS | 339750101 | 65.5 | 1.1% | 1,103,591 | Added+11,750 | |
| IPG Photonics Corp ComIPGP | CS | 44980X109 | 62.3 | 1.1% | 530,833 | Added+2,096 | |
| Autodesk Inc ComADSK | CS | 052769106 | 60.1 | 1.0% | 309,345 | Added+7,588 | |
| LGI Homes Inc ComLGIH | CS | 50187T106 | 51.9 | 0.9% | 815,069 | Added+93,468 | |
| Simpson MFG Inc ComSSD | CS | 829073105 | 50.4 | 0.9% | 240,664 | Reduced−901 | |
| Kornit Digital Ltd SHS | CS | M6372Q113 | 49.3 | 0.8% | 3,031,101 | Added+32,431 | |
| Gartner Inc ComIT | CS | 366651107 | 44.7 | 0.8% | 344,687 | Added+5,794 | |
| Microchip Technology Inc. ComMCHP | CS | 595017104 | 43.6 | 0.7% | 478,469 | Reduced−767,353 | |
| Celsius Holdings Inc Com NewCELH | CS | 15118V207 | 42.9 | 0.7% | 1,466,503 | Added+28,852 | |
| Intuitive Surgical IncISRG | CS | 46120E602 | 42.2 | 0.7% | 106,000 | Reduced−961 | |
| Dynatrace Inc NewDT | CS | 268150109 | 39.9 | 0.7% | 908,550 | Added+249,827 | |
| Core Laboratories IncCLB | CS | 21867A105 | 35.4 | 0.6% | 3,042,177 | Reduced−1,894,938 | |
| Progyny Inc ComPGNY | CS | 74340E103 | 34.1 | 0.6% | 1,181,632 | Added+607,066 | |
| Ceva Inc ComCEVA | CS | 157210105 | 31.3 | 0.5% | 662,802 | Added+212,318 | |
| Trex Co Inc ComTREX | CS | 89531P105 | 29.6 | 0.5% | 592,096 | Reduced−86,261 | |
| Veeva Sys Inc CL a ComVEEV | CS | 922475108 | 25.0 | 0.4% | 140,964 | New+140,964 | |
| Graco Inc ComGGG | CS | 384109104 | 24.3 | 0.4% | 321,466 | Reduced−5,935 | |
| Powerfleet IncAIOT | CS | 73931J109 | 24.0 | 0.4% | 6,258,600 | Reduced−1,057,572 | |
| Intuit ComINTU | CS | 461202103 | 22.5 | 0.4% | 86,019 | Reduced−1,107 | |
| Weave Communications Inc ComWEAV | CS | 94724R108 | 18.0 | 0.3% | 2,998,909 | Added+722,528 | |
| Ziprecruiter Inc CL aZIP | CS | 98980B103 | 15.3 | 0.3% | 4,091,619 | Reduced−124,982 | |
| Paychex Inc ComPAYX | CS | 704326107 | 14.9 | 0.3% | 151,732 | Added+8,732 | |
| Materialise NV Sponsored AdsMTLS | CS | 57667T100 | 14.8 | 0.3% | 1,992,441 | Added+857,054 | |
| Yeti Holdings Inc ComYETI | CS | 98585X104 | 14.6 | 0.2% | 294,902 | Added+1,062 | |
| Axogen Inc ComAXGN | CS | 05463X106 | 5.9 | <0.1% | 127,859 | Reduced−68,706 | |
| Inmode Ltd SHS | CS | M5425M103 | 4.7 | <0.1% | 318,545 | Added+52,068 | |
| Globant SA | CS | L44385109 | 2.9 | <0.1% | 100,347 | Added+18,420 | |
| Mimedx Group Inc ComMDXG | CS | 602496101 | 2.3 | <0.1% | 587,932 | Reduced−51,134 | |
| Apple Inc ComAAPL | CS | 037833100 | 0.3 | <0.1% | 992 | Unchanged | |
| CCC Intelligent Solutions HoldCCC | CS | 12510Q100 | 0.2 | <0.1% | 34,887 | New+34,887 |
Sold out: 6 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Coterra Energy Inc Com | CS | 127097103 | 0.0 | 0.0% | 0 | Sold out−6,395,098 | |
| Egain Corp Com NewEGAN | CS | 28225C806 | 0.0 | 0.0% | 0 | Sold out−912,349 | |
| Geospace Technologies Corp ComGEOS | CS | 37364X109 | 0.0 | 0.0% | 0 | Sold out−1,101,426 | |
| Millerknoll Inc ComMLKN | CS | 600544100 | 0.0 | 0.0% | 0 | Sold out−498,550 | |
| Soundthinking Inc ComSSTI | CS | 82536T107 | 0.0 | 0.0% | 0 | Sold out−196,468 | |
| Stoneridge Inc ComSRI | CS | 86183P102 | 0.0 | 0.0% | 0 | Sold out−197,087 |
Source: SEC EDGAR, Form 13F-HR, accession 0001050442-26-000021 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.