# DISCIPLINED GROWTH INVESTORS INC /MN: Form 13F holdings

An institutional investment manager in MINNEAPOLIS, MN. SEC CIK 1050442.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $5.91bn
- Positions: 58 (58 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1050442/000105044226000021/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [PLEXUS CORP COM (PLXS)](/companies/plxs.md) | CS | $433.2m | 7.3% | 1,440,935 |  | Reduced −53,684 |
| [VIASAT INC COM (VSAT)](/companies/vsat.md) | CS | $425.9m | 7.2% | 4,741,812 |  | Reduced −918,876 |
| [EVERPURE INC CL A (P)](/companies/p.md) | CS | $366.1m | 6.2% | 4,646,725 |  | Reduced −20,052 |
| GARMIN LTD SHS | CS | $315.2m | 5.3% | 1,326,832 |  | Reduced −4,609 |
| [ARISTA NETWORKS INC COM SHS (ANET)](/companies/anet.md) | CS | $303.8m | 5.1% | 1,788,304 |  | Reduced −22,689 |
| [COGNEX CORP COM (CGNX)](/companies/cgnx.md) | CS | $299.8m | 5.1% | 4,139,715 |  | Reduced −182,360 |
| [EXPAND ENERGY CORPORATION COM (EXE)](/companies/exe.md) | CS | $214.0m | 3.6% | 2,346,927 |  | Reduced −26,375 |
| [PROTO LABS INC COM (PRLB)](/companies/prlb.md) | CS | $194.0m | 3.3% | 2,380,514 |  | Reduced −116,841 |
| [AKAMAI TECHNOLOGIES COM (AKAM)](/companies/akam.md) | CS | $193.3m | 3.3% | 1,635,207 |  | Reduced −23,585 |
| [DEVON ENERGY CORP NEW COM (DVN)](/companies/dvn.md) | CS | $174.3m | 3.0% | 4,219,415 |  | New +4,219,415 |
| [ALARM COM HLDGS INC COM (ALRM)](/companies/alrm.md) | CS | $167.5m | 2.8% | 3,585,614 |  | Added +316,628 |
| [GENERAC HLDGS INC COM (GNRC)](/companies/gnrc.md) | CS | $163.6m | 2.8% | 558,568 |  | Reduced −22,360 |
| [POWER INTEGRATIONS INC COM (POWI)](/companies/powi.md) | CS | $158.5m | 2.7% | 1,891,864 |  | Reduced −67,308 |
| [SEMTECH CORP COM (SMTC)](/companies/smtc.md) | CS | $154.6m | 2.6% | 955,033 |  | Reduced −1,251,715 |
| [INTERDIGITAL INC COM (IDCC)](/companies/idcc.md) | CS | $144.4m | 2.4% | 510,096 |  | Reduced −46,692 |
| [ZETA GLOBAL HOLDINGS CORP CL A (ZETA)](/companies/zeta.md) | CS | $133.1m | 2.3% | 6,761,165 |  | Added +607,693 |
| [ALIGN TECHNOLOGY INC (ALGN)](/companies/algn.md) | CS | $132.1m | 2.2% | 783,178 |  | Added +7,352 |
| [SNAP ON INC COM (SNA)](/companies/sna.md) | CS | $122.8m | 2.1% | 305,180 |  | Reduced −2,668 |
| [SPS COMM INC COM (SPSC)](/companies/spsc.md) | CS | $121.4m | 2.1% | 2,123,881 |  | Added +1,312,943 |
| [GENTEX CORP COM (GNTX)](/companies/gntx.md) | CS | $115.3m | 2.0% | 4,561,485 |  | Added +41,777 |
| SHARKNINJA INC COM SHS | CS | $109.0m | 1.8% | 715,721 |  | Added +288,292 |
| [DOUBLEVERIFY HLDGS INC COM (DV)](/companies/dv.md) | CS | $105.0m | 1.8% | 9,689,140 |  | Added +5,781,039 |
| [GITLAB, INC (GTLB)](/companies/gtlb.md) | CS | $101.0m | 1.7% | 3,308,421 |  | Added +2,398,874 |
| MONDAY.COM LTD | CS | $91.5m | 1.5% | 1,263,335 |  | Added +859,447 |
| [SUPER MICRO COMPUTER INC COM N (SMCI)](/companies/smci.md) | CS | $78.1m | 1.3% | 2,663,417 |  | Reduced −2,323,742 |
| [STITCH FIX INC COM CL A (SFIX)](/companies/sfix.md) | CS | $77.7m | 1.3% | 18,910,052 |  | Added +171,872 |
| [TAKE-TWO INTERACTIVE SOFTWARE (TTWO)](/companies/ttwo.md) | CS | $73.0m | 1.2% | 292,065 |  | Added +1,839 |
| [DOLBY LABORATORIES INC COM CL (DLB)](/companies/dlb.md) | CS | $65.6m | 1.1% | 1,247,791 |  | Reduced −19,992 |
| [FLOOR & DECOR HLDGS INC CL A (FND)](/companies/fnd.md) | CS | $65.5m | 1.1% | 1,103,591 |  | Added +11,750 |
| [IPG PHOTONICS CORP COM (IPGP)](/companies/ipgp.md) | CS | $62.3m | 1.1% | 530,833 |  | Added +2,096 |
| [AUTODESK INC COM (ADSK)](/companies/adsk.md) | CS | $60.1m | 1.0% | 309,345 |  | Added +7,588 |
| [LGI HOMES INC COM (LGIH)](/companies/lgih.md) | CS | $51.9m | 0.9% | 815,069 |  | Added +93,468 |
| [SIMPSON MFG INC COM (SSD)](/companies/ssd.md) | CS | $50.4m | 0.9% | 240,664 |  | Reduced −901 |
| KORNIT DIGITAL LTD SHS | CS | $49.3m | 0.8% | 3,031,101 |  | Added +32,431 |
| [GARTNER INC COM (IT)](/companies/it.md) | CS | $44.7m | 0.8% | 344,687 |  | Added +5,794 |
| [MICROCHIP TECHNOLOGY INC. COM (MCHP)](/companies/mchp.md) | CS | $43.6m | 0.7% | 478,469 |  | Reduced −767,353 |
| [CELSIUS HLDGS INC COM NEW (CELH)](/companies/celh.md) | CS | $42.9m | 0.7% | 1,466,503 |  | Added +28,852 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | CS | $42.2m | 0.7% | 106,000 |  | Reduced −961 |
| [DYNATRACE INC NEW (DT)](/companies/dt.md) | CS | $39.9m | 0.7% | 908,550 |  | Added +249,827 |
| [CORE LABORATORIES INC (CLB)](/companies/clb.md) | CS | $35.4m | 0.6% | 3,042,177 |  | Reduced −1,894,938 |
| [PROGYNY INC COM (PGNY)](/companies/pgny.md) | CS | $34.1m | 0.6% | 1,181,632 |  | Added +607,066 |
| [CEVA INC COM (CEVA)](/companies/ceva.md) | CS | $31.3m | 0.5% | 662,802 |  | Added +212,318 |
| [TREX CO INC COM (TREX)](/companies/trex.md) | CS | $29.6m | 0.5% | 592,096 |  | Reduced −86,261 |
| [VEEVA SYS INC CL A COM (VEEV)](/companies/veev.md) | CS | $25.0m | 0.4% | 140,964 |  | New +140,964 |
| [GRACO INC COM (GGG)](/companies/ggg.md) | CS | $24.3m | 0.4% | 321,466 |  | Reduced −5,935 |
| [POWERFLEET INC (AIOT)](/companies/aiot.md) | CS | $24.0m | 0.4% | 6,258,600 |  | Reduced −1,057,572 |
| [INTUIT COM (INTU)](/companies/intu.md) | CS | $22.5m | 0.4% | 86,019 |  | Reduced −1,107 |
| [WEAVE COMMUNICATIONS INC COM (WEAV)](/companies/weav.md) | CS | $18.0m | 0.3% | 2,998,909 |  | Added +722,528 |
| [ZIPRECRUITER INC CL A (ZIP)](/companies/zip.md) | CS | $15.3m | 0.3% | 4,091,619 |  | Reduced −124,982 |
| [PAYCHEX INC COM (PAYX)](/companies/payx.md) | CS | $14.9m | 0.3% | 151,732 |  | Added +8,732 |
| [MATERIALISE NV SPONSORED ADS (MTLS)](/companies/mtls.md) | CS | $14.8m | 0.3% | 1,992,441 |  | Added +857,054 |
| [YETI HLDGS INC COM (YETI)](/companies/yeti.md) | CS | $14.6m | 0.2% | 294,902 |  | Added +1,062 |
| [AXOGEN INC COM (AXGN)](/companies/axgn.md) | CS | $5.9m | <0.1% | 127,859 |  | Reduced −68,706 |
| INMODE LTD SHS | CS | $4.7m | <0.1% | 318,545 |  | Added +52,068 |
| GLOBANT SA | CS | $2.9m | <0.1% | 100,347 |  | Added +18,420 |
| [MIMEDX GROUP INC COM (MDXG)](/companies/mdxg.md) | CS | $2.3m | <0.1% | 587,932 |  | Reduced −51,134 |
| [APPLE INC COM (AAPL)](/companies/aapl.md) | CS | $287.0k | <0.1% | 992 |  | Unchanged |
| [CCC INTELLIGENT SOLUTIONS HOLD (CCC)](/companies/ccc.md) | CS | $180.0k | <0.1% | 34,887 |  | New +34,887 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| COTERRA ENERGY INC COM | CS | $0 | 0.0% | 0 |  | Sold out −6,395,098 |
| [EGAIN CORP COM NEW (EGAN)](/companies/egan.md) | CS | $0 | 0.0% | 0 |  | Sold out −912,349 |
| [GEOSPACE TECHNOLOGIES CORP COM (GEOS)](/companies/geos.md) | CS | $0 | 0.0% | 0 |  | Sold out −1,101,426 |
| [MILLERKNOLL INC COM (MLKN)](/companies/mlkn.md) | CS | $0 | 0.0% | 0 |  | Sold out −498,550 |
| [SOUNDTHINKING INC COM (SSTI)](/companies/ssti.md) | CS | $0 | 0.0% | 0 |  | Sold out −196,468 |
| [STONERIDGE INC COM (SRI)](/companies/sri.md) | CS | $0 | 0.0% | 0 |  | Sold out −197,087 |

Source: SEC EDGAR, Form 13F-HR, accession 0001050442-26-000021. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.