American Capital Management Inc

13F filer · CIK 0001320168

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$2.23BU.S. long equity reported on 13F

Positions721 new · 2 closed

Net flow last quarter-$22.7MBuys minus sells

Top 10 positions weight43.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202672 positions
PANWPalo Alto Networks Inc	$195M	8.76%	0.07%	-8.2%	Q1 2026
FTNTFortinet, Inc.	$112M	5.03%	0.10%	-12.0%	Q4 2013
MEDPMedpace Holdings, Inc.	$111M	4.99%	0.75%	-3.6%	Q1 2020
VRNSVaronis Systems Inc	$94.1M	4.22%	1.95%	-3.7%	Q4 2022
RBCRBC Bearings INC	$92.6M	4.15%	0.44%	-18.1%	Q4 2018
IDXXIdexx Laboratories Inc	$85.3M	3.83%	0.21%	-2.4%	Q2 2013
NCNOnCino, Inc.	$83.5M	3.74%	4.66%	+115.0%	Q2 2024
AVAVAeroVironment Inc	$69.7M	3.13%	0.83%	-3.2%	Q2 2013
TECHBIO-TECHNE Corp	$68.8M	3.08%	0.62%	-4.6%	Q4 2014
SEICSei Investments Co	$65.4M	2.93%	0.62%	-3.0%	Q2 2013
CVLTCommvault Systems Inc	$62.5M	2.80%	1.06%	-18.5%	Q2 2014
MRCYMercury Systems Inc	$59.5M	2.67%	0.81%	Not reported	Q1 2020
NOVTNovanta Inc	$58.8M	2.64%	1.02%	-3.1%	Q3 2025
DTDynatrace, Inc.	$58.5M	2.62%	0.46%	+26.4%	Q1 2026
CGNTCognyte Software Ltd.	$54.3M	2.43%	8.46%	-4.8%	Q1 2021
GMEDGlobus Medical Inc	$51.6M	2.31%	0.48%	-1.5%	Q4 2024
KTOSKratos Defense & Security Solutions, Inc.	$51.3M	2.30%	0.55%	-3.9%	Q1 2020
MANHManhattan Associates Inc	$50.8M	2.28%	0.63%	+1.9%	Q2 2013
PRLBProto Labs Inc	$50.5M	2.27%	2.59%	-1.3%	Q4 2015
RGENRepligen Corp	$49.3M	2.21%	0.64%	+0.9%	Q3 2018
AAONAaon, Inc.	$47.6M	2.13%	0.46%	+35.5%	Q3 2025
RMDResmed Inc	$44.5M	2.00%	0.16%	-13.9%	Q2 2013
GWREGuidewire Software, Inc.	$40.5M	1.82%	0.40%	+1.5%	Q2 2019
DORMDorman Products, Inc.	$38.8M	1.74%	0.96%	+370.3%	Q1 2014
BMIBadger Meter Inc	$38.3M	1.72%	0.88%	+39.0%	Q1 2026
VEEVVeeva Systems Inc	$34.9M	1.57%	0.12%	-4.5%	Q4 2017
NEONeogenomics Inc	$32.6M	1.46%	1.75%	-0.6%	Q4 2018
TYLTyler Technologies Inc	$29.6M	1.33%	0.21%	+2.3%	Q2 2021
VSECVse Corp	$29.5M	1.32%	0.46%	+52.1%	Q2 2025
CRNCCerence Inc.	$27.3M	1.22%	5.33%	-4.4%	Q4 2021
AZTAAzenta, Inc.	$27.1M	1.21%	2.43%	-18.1%	Q2 2021
STAAStaar Surgical Co	$24.3M	1.09%	1.70%	-3.6%	Q2 2022
TWTradeweb Markets Inc.	$23.7M	1.06%	238244.00%	-4.4%	Q2 2020
IPGPIpg Photonics Corp	$23.2M	1.04%	0.47%	-5.3%	Q2 2014
ESEEsco Technologies Inc	$22.9M	1.03%	0.25%	+70.0%	Q1 2026
CSGPCostar Group, Inc.	$20.5M	0.92%	0.18%	-12.1%	Q2 2013
CGNXCognex Corp	$18.2M	0.82%	0.15%	-7.5%	Q2 2013
MORNMorningstar, Inc.	$17.9M	0.80%	0.31%	+6.1%	Q2 2013
DXCMDexcom Inc	$15.8M	0.71%	0.06%	-6.5%	Q1 2020
JKHYJack Henry & Associates Inc	$13.8M	0.62%	0.14%	-58.9%	Q2 2013
GNTXGentex Corp	$13.4M	0.60%	0.25%	-0.6%	Q2 2013
NICENICE Ltd.	$12.4M	0.56%	0.23%	-13.3%	Q2 2013
FDSFactset Research Systems Inc	$9.43M	0.42%	0.12%	-4.7%	Q2 2013
RAMPLiveRamp Holdings, Inc.	$9.26M	0.42%	0.41%	-86.8%	Q4 2018
SNPSSynopsys Inc	$8.56M	0.38%	0.01%	-1.3%	Q3 2025
MPWRMonolithic Power Systems, Inc.	$8.15M	0.37%	0.01%	-6.7%	Q1 2018
ORLYO Reilly Automotive Inc	$7.94M	0.36%	0.01%	Not reported	Q2 2013
MMSIMerit Medical Systems Inc	$7.28M	0.33%	0.18%	-9.3%	Q2 2013
GHMGraham Corp	$6.44M	0.29%	0.44%	+1.0%	Q4 2015
HAEHaemonetics Corp	$5.02M	0.23%	0.15%	Not reported	Q2 2013

Q1 2026Reported May 15, 202673 positions
MEDPMedpace Holdings, Inc.	$105M	5.62%	0.76%	-2.9%	Q1 2020
PANWPalo Alto Networks Inc	$100M	5.37%	0.08%	New	Q1 2026
RBCRBC Bearings INC	$95.3M	5.12%	0.54%	-18.1%	Q4 2018
IDXXIdexx Laboratories Inc	$93.3M	5.01%	0.21%	-8.6%	Q2 2013
AVAVAeroVironment Inc	$79.9M	4.29%	0.87%	-32.6%	Q2 2013
KTOSKratos Defense & Security Solutions, Inc.	$75.6M	4.06%	0.57%	-34.4%	Q1 2020
FTNTFortinet, Inc.	$67.7M	3.64%	0.11%	-10.5%	Q4 2013
SEICSei Investments Co	$60.3M	3.24%	0.64%	+33.7%	Q2 2013
RMDResmed Inc	$59.6M	3.20%	0.18%	-13.5%	Q2 2013
GMEDGlobus Medical Inc	$57.1M	3.07%	0.49%	+36.4%	Q4 2024
TECHBIO-TECHNE Corp	$53.4M	2.87%	0.65%	+8.5%	Q4 2014
CGNTCognyte Software Ltd.	$52.6M	2.83%	8.89%	-3.2%	Q1 2021
VRNSVaronis Systems Inc	$50M	2.68%	2.03%	+54.3%	Q4 2022
RAMPLiveRamp Holdings, Inc.	$49.4M	2.65%	2.95%	-0.8%	Q4 2018
GWREGuidewire Software, Inc.	$48.5M	2.60%	0.38%	-0.4%	Q2 2019
MANHManhattan Associates Inc	$47.6M	2.56%	0.60%	-2.5%	Q2 2013
NOVTNovanta Inc	$44.2M	2.37%	1.05%	-2.1%	Q3 2025
RGENRepligen Corp	$42.1M	2.26%	0.63%	+6.8%	Q3 2018
CVLTCommvault Systems Inc	$42.1M	2.26%	1.31%	+1.3%	Q2 2014
DTDynatrace, Inc.	$39M	2.09%	0.36%	New	Q1 2026
JKHYJack Henry & Associates Inc	$38.4M	2.06%	0.34%	-3.3%	Q2 2013
VEEVVeeva Systems Inc	$36.2M	1.95%	0.13%	-7.3%	Q4 2017
PRLBProto Labs Inc	$35.8M	1.92%	2.64%	-0.6%	Q4 2015
NCNOnCino, Inc.	$35.6M	1.91%	2.07%	+17.1%	Q2 2024
TYLTyler Technologies Inc	$33.9M	1.82%	0.21%	+348.9%	Q2 2021
CSGPCostar Group, Inc.	$33.3M	1.79%	0.20%	0.0%	Q2 2013
TWTradeweb Markets Inc.	$29.3M	1.58%	249247.00%	-3.7%	Q2 2020
BMIBadger Meter Inc	$28.3M	1.52%	0.64%	New	Q1 2026
AZTAAzenta, Inc.	$27.4M	1.47%	2.81%	+26.9%	Q2 2021
IPGPIpg Photonics Corp	$23.9M	1.29%	0.49%	-11.3%	Q2 2014
AAONAaon, Inc.	$22.9M	1.23%	0.34%	+1.9%	Q3 2025
MORNMorningstar, Inc.	$18.3M	0.98%	0.28%	-4.2%	Q2 2013
NICENICE Ltd.	$17.4M	0.93%	0.26%	-45.9%	Q2 2013
NEONeogenomics Inc	$16.7M	0.90%	1.74%	-3.2%	Q4 2018
STAAStaar Surgical Co	$16.4M	0.88%	1.77%	+18.7%	Q2 2022
CRNCCerence Inc.	$15.9M	0.85%	5.58%	-5.1%	Q4 2021
DXCMDexcom Inc	$15.8M	0.85%	0.07%	+1.1%	Q1 2020
VSECVse Corp	$15.6M	0.84%	0.30%	+1027.1%	Q2 2025
CGNXCognex Corp	$13.3M	0.71%	0.16%	-25.5%	Q2 2013
GNTXGentex Corp	$11.7M	0.63%	0.25%	-7.9%	Q2 2013
ESEEsco Technologies Inc	$10.8M	0.58%	0.15%	New	Q1 2026
FDSFactset Research Systems Inc	$9.33M	0.50%	0.12%	-68.1%	Q2 2013
MMSIMerit Medical Systems Inc	$7.98M	0.43%	0.19%	+24.4%	Q2 2013
ORLYO Reilly Automotive Inc	$7.96M	0.43%	0.01%	Not reported	Q2 2013
SNPSSynopsys Inc	$7.71M	0.41%	0.01%	-4.8%	Q3 2025
QLYSQualys, Inc.	$7.36M	0.40%	0.24%	-79.3%	Q2 2017
MPWRMonolithic Power Systems, Inc.	$6.91M	0.37%	0.01%	-2.6%	Q1 2018
DORMDorman Products, Inc.	$6.31M	0.34%	0.20%	+196.2%	Q1 2014
KWRQuaker Chemical Corp	$4.8M	0.26%	0.22%	+47.8%	Q2 2013
SPSCSPS Commerce Inc	$4.79M	0.26%	0.23%	-71.9%	Q4 2019

Q4 2025Reported Feb 17, 202666 positions
AVAVAeroVironment Inc	$157M	6.91%	1.30%	-10.2%	Q2 2013
MEDPMedpace Holdings, Inc.	$126M	5.56%	0.79%	-9.8%	Q1 2020
KTOSKratos Defense & Security Solutions, Inc.	$124M	5.47%	0.97%	-18.7%	Q1 2020
IDXXIdexx Laboratories Inc	$123M	5.43%	0.23%	-1.4%	Q2 2013
RBCRBC Bearings INC	$96M	4.24%	0.65%	-1.7%	Q4 2018
RMDResmed Inc	$73.9M	3.26%	0.21%	-1.3%	Q2 2013
FTNTFortinet, Inc.	$73.5M	3.24%	0.12%	-3.9%	Q4 2013
CVLTCommvault Systems Inc	$66.9M	2.95%	1.21%	-0.1%	Q2 2014
GWREGuidewire Software, Inc.	$65.4M	2.89%	0.38%	-2.0%	Q2 2019
MANHManhattan Associates Inc	$63.6M	2.81%	0.61%	+1.5%	Q2 2013
CGNTCognyte Software Ltd.	$63.1M	2.78%	9.31%	-0.7%	Q1 2021
CSGPCostar Group, Inc.	$55.5M	2.45%	0.20%	+4.0%	Q2 2013
TECHBIO-TECHNE Corp	$55.3M	2.44%	0.60%	-2.0%	Q4 2014
RAMPLiveRamp Holdings, Inc.	$55.1M	2.43%	2.95%	-2.5%	Q4 2018
RGENRepligen Corp	$54.9M	2.42%	0.60%	-0.5%	Q3 2018
QLYSQualys, Inc.	$53.7M	2.37%	1.13%	-2.1%	Q2 2017
NCNOnCino, Inc.	$52M	2.29%	1.77%	-0.6%	Q2 2024
VEEVVeeva Systems Inc	$49.7M	2.19%	0.14%	+0.1%	Q4 2017
VRNSVaronis Systems Inc	$49.5M	2.18%	1.28%	+10.0%	Q4 2022
SEICSei Investments Co	$47.1M	2.08%	0.47%	+1.7%	Q2 2013
JKHYJack Henry & Associates Inc	$45.9M	2.02%	0.35%	-4.5%	Q2 2013
NOVTNovanta Inc	$45.4M	2.00%	1.07%	+74.5%	Q3 2025
GMEDGlobus Medical Inc	$42.5M	1.87%	0.36%	-2.6%	Q4 2024
FDSFactset Research Systems Inc	$39.2M	1.73%	0.36%	-13.1%	Q2 2013
AZTAAzenta, Inc.	$34M	1.50%	2.22%	+23.2%	Q2 2021
NICENICE Ltd.	$33M	1.45%	0.48%	-7.0%	Q2 2013
PRLBProto Labs Inc	$31.9M	1.41%	2.67%	+126.0%	Q4 2015
CRNCCerence Inc.	$28.4M	1.25%	5.90%	-0.9%	Q4 2021
TWTradeweb Markets Inc.	$27.8M	1.23%	258715.00%	-2.7%	Q2 2020
SPSCSPS Commerce Inc	$27.3M	1.21%	0.82%	+8.2%	Q4 2019
NEONeogenomics Inc	$27.3M	1.21%	1.80%	-0.9%	Q4 2018
MORNMorningstar, Inc.	$24.6M	1.08%	0.28%	+14.0%	Q2 2013
AAONAaon, Inc.	$20.7M	0.91%	0.33%	+11.2%	Q3 2025
STAAStaar Surgical Co	$17.1M	0.75%	1.49%	-0.5%	Q2 2022
IPGPIpg Photonics Corp	$16.9M	0.74%	0.56%	+106.4%	Q2 2014
DXCMDexcom Inc	$16.5M	0.73%	0.06%	-30.5%	Q1 2020
GNTXGentex Corp	$13.5M	0.60%	0.27%	-2.9%	Q2 2013
CGNXCognex Corp	$13.1M	0.58%	0.22%	-1.5%	Q2 2013
TYLTyler Technologies Inc	$10M	0.44%	0.05%	-4.5%	Q2 2021
NEOGNeogen Corp	$9.77M	0.43%	0.64%	-16.1%	Q2 2023
SNPSSynopsys Inc	$9.6M	0.42%	0.01%	-3.6%	Q3 2025
MMSIMerit Medical Systems Inc	$8.2M	0.36%	0.16%	+6.9%	Q2 2013
ORLYO Reilly Automotive Inc	$7.87M	0.35%	0.01%	Not reported	Q2 2013
HAEHaemonetics Corp	$5.96M	0.26%	0.16%	Not reported	Q2 2013
MPWRMonolithic Power Systems, Inc.	$5.88M	0.26%	0.01%	-1.9%	Q1 2018
PODDInsulet Corp	$5.37M	0.24%	0.03%	-0.7%	Q4 2023
ICLRIcon PLC	$4.32M	0.19%	0.03%	-2.8%	Q2 2013
KRNTKornit Digital Ltd.	$4.09M	0.18%	0.61%	-72.4%	Q3 2017
ALRMAlarm.com Holdings, Inc.	$3.76M	0.17%	0.15%	-15.9%	Q1 2018
KWRQuaker Chemical Corp	$3.59M	0.16%	0.15%	+66.3%	Q2 2013

Q3 2025Reported Nov 14, 202567 positions
AVAVAeroVironment Inc	$227M	9.05%	1.44%	-4.8%	Q2 2013
KTOSKratos Defense & Security Solutions, Inc.	$184M	7.32%	1.19%	-12.4%	Q1 2020
MEDPMedpace Holdings, Inc.	$128M	5.10%	0.88%	-6.3%	Q1 2020
IDXXIdexx Laboratories Inc	$118M	4.69%	0.23%	-2.5%	Q2 2013
CVLTCommvault Systems Inc	$101M	4.02%	1.21%	-3.4%	Q2 2014
RMDResmed Inc	$85.1M	3.39%	0.21%	-2.2%	Q2 2013
RBCRBC Bearings INC	$85M	3.39%	0.67%	+1.5%	Q4 2018
FTNTFortinet, Inc.	$81M	3.23%	0.13%	-4.8%	Q4 2013
VRNSVaronis Systems Inc	$78.8M	3.14%	1.16%	+16.3%	Q4 2022
GWREGuidewire Software, Inc.	$76.3M	3.04%	0.39%	-3.1%	Q2 2019
MANHManhattan Associates Inc	$74.1M	2.95%	0.60%	-3.8%	Q2 2013
CSGPCostar Group, Inc.	$67M	2.67%	0.19%	-0.3%	Q2 2013
VEEVVeeva Systems Inc	$66.2M	2.64%	0.14%	-3.5%	Q4 2017
CGNTCognyte Software Ltd.	$56.7M	2.26%	9.37%	+0.6%	Q1 2021
NCNOnCino, Inc.	$55.3M	2.20%	1.76%	+4.3%	Q2 2024
QLYSQualys, Inc.	$54.6M	2.18%	1.15%	-1.0%	Q2 2017
TECHBIO-TECHNE Corp	$53.4M	2.13%	0.62%	+0.9%	Q4 2014
RAMPLiveRamp Holdings, Inc.	$52.3M	2.08%	2.94%	-3.3%	Q4 2018
SEICSei Investments Co	$48M	1.91%	0.46%	+21.9%	Q2 2013
NICENICE Ltd.	$45.4M	1.81%	0.50%	-4.8%	Q2 2013
RGENRepligen Corp	$45M	1.79%	0.60%	+2.3%	Q3 2018
FDSFactset Research Systems Inc	$44.5M	1.77%	0.41%	-1.6%	Q2 2013
JKHYJack Henry & Associates Inc	$39.2M	1.56%	0.36%	-4.5%	Q2 2013
CRNCCerence Inc.	$33.4M	1.33%	6.18%	-4.2%	Q4 2021
TWTradeweb Markets Inc.	$29.5M	1.18%	266006.00%	-8.2%	Q2 2020
SPSCSPS Commerce Inc	$29.5M	1.18%	0.75%	+21.9%	Q4 2019
GMEDGlobus Medical Inc	$28.6M	1.14%	0.37%	+3.2%	Q4 2024
DXCMDexcom Inc	$24.1M	0.96%	0.09%	+0.6%	Q1 2020
AZTAAzenta, Inc.	$23.8M	0.95%	1.81%	+5.6%	Q2 2021
MORNMorningstar, Inc.	$23M	0.92%	0.24%	+1.8%	Q2 2013
AAONAaon, Inc.	$22.8M	0.91%	0.30%	New	Q3 2025
NOVTNovanta Inc	$21.9M	0.87%	0.61%	New	Q3 2025
PAYCPaycom Software, Inc.	$21.6M	0.86%	0.19%	-3.9%	Q1 2019
STAAStaar Surgical Co	$20M	0.80%	1.49%	-5.3%	Q2 2022
NEONeogenomics Inc	$18.1M	0.72%	1.82%	+120.9%	Q4 2018
GNTXGentex Corp	$16.9M	0.67%	0.27%	-25.0%	Q2 2013
CGNXCognex Corp	$16.8M	0.67%	0.22%	-18.1%	Q2 2013
TREXTrex Co Inc	$14.5M	0.58%	0.26%	+6.8%	Q4 2024
PRLBProto Labs Inc	$14M	0.56%	1.18%	+417.0%	Q4 2015
KRNTKornit Digital Ltd.	$13.9M	0.56%	2.24%	-24.3%	Q3 2017
TYLTyler Technologies Inc	$12.1M	0.48%	0.05%	-7.6%	Q2 2021
SNPSSynopsys Inc	$10.5M	0.42%	0.01%	New	Q3 2025
NEOGNeogen Corp	$9.51M	0.38%	0.77%	-50.1%	Q2 2023
ORLYO Reilly Automotive Inc	$9.3M	0.37%	0.01%	Not reported	Q2 2013
IPGPIpg Photonics Corp	$9.04M	0.36%	0.27%	Not reported	Q2 2014
MMSIMerit Medical Systems Inc	$7.25M	0.29%	0.15%	0.0%	Q2 2013
MPWRMonolithic Power Systems, Inc.	$6.09M	0.24%	0.01%	-5.8%	Q1 2018
PODDInsulet Corp	$5.88M	0.23%	0.03%	+9.9%	Q4 2023
ALRMAlarm.com Holdings, Inc.	$4.65M	0.19%	0.18%	-20.4%	Q1 2018
ICLRIcon PLC	$4.27M	0.17%	0.03%	-50.4%	Q2 2013

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