Institutions / Disciplined Growth Investors Inc /Mn / Activity
Activity — Disciplined Growth Investors Inc /Mn
63 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Super Micro Computer, Inc. Common stock | $-105.89M | -4.7M -48.25% | 4,987,159 2.32% of portfolio | high |
| Q1 2026 as of | Trim | Semtech Corp Common stock | $-45.71M | -595K -21.22% | 2,206,748 3.47% of portfolio | medium |
| Q1 2026 as of | Trim | Microchip Technology Inc Common stock | $-34.86M | -540K -30.22% | 1,245,822 1.65% of portfolio | medium |
| Q1 2026 as of | New | Dynatrace, Inc. Common stock | $24.36M | +659K | 658,723 0.50% of portfolio | medium |
| Q1 2026 as of | Add | Monday.Com Ltd Common stock | $22.87M | +331K +453.66% | 403,888 0.57% of portfolio | medium |
| Q1 2026 as of | New | Gitlab Inc. Common stock | $19.68M | +910K | 909,547 0.40% of portfolio | medium |
| Q1 2026 as of | Trim | Plexus Corp Common stock | $-19.49M | -96K -6.05% | 1,494,619 6.19% of portfolio | medium |
| Q1 2026 as of | Trim | EXPAND ENERGY Corp Common stock | $-19.38M | -177K -6.92% | 2,373,302 5.33% of portfolio | medium |
| Q1 2026 as of | Trim | ANET Arista Networks, Inc. Common Stock | $-16.92M | -138K -7.07% | 1,810,993 4.55% of portfolio | medium |
| Q1 2026 as of | Trim | Cognex Corp Common stock | $-16.33M | -333K -7.16% | 4,322,075 4.33% of portfolio | medium |
| Q1 2026 as of | Trim | InterDigital, Inc. Common stock | $-15.81M | -52K -8.60% | 556,788 3.44% of portfolio | medium |
| Q1 2026 as of | Trim | Garmin Ltd Common stock | $-15.79M | -68K -4.86% | 1,331,441 6.32% of portfolio | medium |
| Q1 2026 as of | Trim | Everpure, Inc. Common stock | $-13.62M | -231K -4.71% | 4,666,777 5.64% of portfolio | medium |
| Q1 2026 as of | Trim | Coterra Energy Inc. Common stock | $-13.44M | -382K -5.64% | 6,395,098 4.60% of portfolio | medium |
| Q1 2026 as of | Trim | Akamai Technologies Inc Common stock | $-13.33M | -116K -6.54% | 1,658,792 3.90% of portfolio | medium |
| Q1 2026 as of | Trim | Viasat Inc Common stock | $-12.14M | -265K -4.47% | 5,660,688 5.31% of portfolio | medium |
| Q1 2026 as of | Trim | Trex Co Inc Common stock | $-11.98M | -329K -32.65% | 678,357 0.51% of portfolio | medium |
| Q1 2026 as of | Add | Zeta Global Holdings Corp. Common stock | $10.40M | +653K +11.87% | 6,153,472 2.00% of portfolio | medium |
| Q1 2026 as of | Trim | Proto Labs Inc Common stock | $-10.06M | -176K -6.60% | 2,497,355 2.91% of portfolio | medium |
| Q1 2026 as of | Trim | Generac Holdings Inc. Common stock | $-9.15M | -47K -7.46% | 580,928 2.32% of portfolio | medium |
| Q1 2026 as of | Trim | Align Technology, Inc. Common stock | $-7.73M | -45K -5.49% | 775,826 2.72% of portfolio | medium |
| Q1 2026 as of | Trim | Snap-on Inc Common stock | $-7.23M | -20K -6.07% | 307,848 2.29% of portfolio | medium |
| Q1 2026 as of | Trim | Alarm.com Holdings, Inc. Common stock | $-6.42M | -149K -4.35% | 3,268,986 2.89% of portfolio | medium |
| Q1 2026 as of | Trim | Gentex Corp Common stock | $-6.19M | -284K -5.90% | 4,519,708 2.02% of portfolio | medium |
| Q1 2026 as of | Add | YETI Holdings, Inc. Common stock | $5.90M | +161K +121.44% | 293,840 0.22% of portfolio | medium |
| Q1 2026 as of | Trim | Autodesk, Inc. Common stock | $-4.84M | -20K -6.28% | 301,757 1.48% of portfolio | low |
| Q1 2026 as of | Trim | Dolby Laboratories Inc Common stock | $-4.49M | -75K -5.56% | 1,267,783 1.56% of portfolio | low |
| Q1 2026 as of | Trim | Ipg Photonics Corp Common stock | $-4.35M | -38K -6.70% | 528,737 1.24% of portfolio | low |
| Q1 2026 as of | Trim | Ziprecruiter, Inc. Common stock | $-3.96M | -2.2M -33.82% | 4,216,601 0.16% of portfolio | low |
| Q1 2026 as of | Trim | Core Laboratories Inc. /DE Common stock | $-3.86M | -230K -4.45% | 4,937,115 1.70% of portfolio | low |
| Q1 2026 as of | Trim | MDXG Mimedx Group, Inc. Common Stock | $-3.33M | -844K -56.90% | 639,066 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Take Two Interactive Software Inc Common stock | $-3.30M | -17K -5.44% | 290,226 1.17% of portfolio | low |
| Q1 2026 as of | Trim | Simpson Manufacturing Co., Inc. Common stock | $-3.20M | -19K -7.17% | 241,565 0.85% of portfolio | low |
| Q1 2026 as of | Trim | Celsius Holdings, Inc. Common stock | $-3.10M | -87K -5.74% | 1,437,651 1.04% of portfolio | low |
| Q1 2026 as of | Trim | G8068L108 Common stock | $-2.98M | -28K -6.18% | 427,429 0.93% of portfolio | low |
| Q1 2026 as of | Trim | Ceva Inc Common stock | $-2.94M | -157K -25.88% | 450,484 0.17% of portfolio | low |
| Q1 2026 as of | Trim | Gartner Inc Common stock | $-2.89M | -18K -5.11% | 338,893 1.10% of portfolio | low |
| Q1 2026 as of | Trim | Floor & Decor Holdings Inc Common stock | $-2.79M | -55K -4.79% | 1,091,841 1.14% of portfolio | low |
| Q1 2026 as of | Trim | Graco Inc Common stock | $-2.63M | -31K -8.65% | 327,401 0.57% of portfolio | low |
| Q1 2026 as of | Trim | Stitch Fix, Inc. Common stock | $-2.45M | -740K -3.80% | 18,738,180 1.27% of portfolio | low |
| Q1 2026 as of | Trim | Power Integrations Inc Common stock | $-2.18M | -43K -2.12% | 1,959,172 2.05% of portfolio | low |
| Q1 2026 as of | Trim | SPS Commerce Inc Common stock | $-1.87M | -34K -3.99% | 810,938 0.92% of portfolio | low |
| Q1 2026 as of | Trim | Powerfleet, Inc. Common stock | $-1.86M | -603K -7.61% | 7,316,172 0.46% of portfolio | low |
| Q1 2026 as of | Add | DoubleVerify Holdings, Inc. Common stock | $1.61M | +170K +4.54% | 3,908,101 0.76% of portfolio | low |
| Q1 2026 as of | Trim | Intuitive Surgical Inc Common stock | $-1.60M | -3K -3.14% | 106,961 1.01% of portfolio | low |
| Q1 2026 as of | Trim | Intuit Inc. Common stock | $-1.15M | -3K -2.97% | 87,126 0.77% of portfolio | low |
| Q1 2026 as of | Trim | Paychex Inc Common stock | $-953.5K | -10K -6.75% | 143,000 0.27% of portfolio | low |
| Q1 2026 as of | Trim | Progyny, Inc. Common stock | $-812.8K | -48K -7.69% | 574,566 0.20% of portfolio | low |
| Q1 2026 as of | Trim | Kornit Digital Ltd. Common stock | $-526.6K | -36K -1.18% | 2,998,670 0.90% of portfolio | low |
| Q1 2026 as of | Add | LGI Homes Inc Common stock | $410.6K | +10K +1.46% | 721,601 0.58% of portfolio | low |