Brown Capital Management LLC
Net seller this quarter
$500M
54
-$346M
45.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CAMT | $29.2M | 5.84% | 0.39% | -71.1% | Q4 2024 |
 CGNX | $25.5M | 5.10% | 0.21% | -15.1% | Q2 2013 |
 DDOG | $25.5M | 5.09% | 0.13% | -44.6% | Q1 2020 |
 XMTR | $25M | 5.00% | 0.56% | -38.5% | Q2 2022 |
 GLBE | $23.8M | 4.76% | 0.41% | -51.0% | Q1 2024 |
 GKOS | $23.5M | 4.69% | 0.29% | -27.0% | Q4 2018 |
 VCEL | $22.4M | 4.48% | 0.99% | -14.9% | Q2 2020 |
 RGEN | $19.2M | 3.84% | 0.25% | -17.1% | Q1 2021 |
 VEEV | $17.7M | 3.53% | 0.06% | -13.5% | Q2 2015 |
 CLBT | $16.6M | 3.33% | 0.46% | -57.8% | Q1 2026 |
 GWRE | $16.4M | 3.29% | 0.16% | +2.0% | Q1 2015 |
 MANH | $16.2M | 3.23% | 0.20% | -13.4% | Q2 2013 |
 APPF | $16M | 3.19% | Not reported | -7.9% | Q2 2019 |
 TECH | $14M | 2.79% | 0.13% | -36.2% | Q4 2014 |
 AGYS | $13.8M | 2.76% | 0.47% | -13.8% | Q1 2024 |
 UFPT | $13.4M | 2.69% | 0.65% | -13.8% | Q2 2024 |
 TYL | $11.1M | 2.22% | 0.08% | -28.2% | Q2 2013 |
 CYRX | $10.5M | 2.10% | 1.32% | -14.2% | Q3 2021 |
 QTWO | $10.5M | 2.10% | 0.35% | -13.5% | Q3 2018 |
 AXGN | $10.4M | 2.08% | 0.42% | -13.2% | Q3 2025 |
 BMI | $9.23M | 1.85% | 0.21% | -13.7% | Q1 2025 |
 RDVT | $7.43M | 1.49% | 0.83% | -14.0% | Q1 2025 |
 CORT | $7.31M | 1.46% | 0.08% | -10.3% | Q3 2025 |
 PDFS | $7.24M | 1.45% | 0.24% | -2.0% | Q4 2025 |
 LOAR | $6.84M | 1.37% | 0.09% | +14.3% | Q4 2025 |
 PAYC | $6.76M | 1.35% | 0.12% | -48.5% | Q4 2016 |
 WK | $6.23M | 1.25% | Not reported | -13.8% | Q4 2022 |
 NCNO | $6.06M | 1.21% | 0.34% | -30.1% | Q3 2021 |
 TMDX | $5.97M | 1.19% | 0.26% | -8.3% | Q1 2025 |
 MAMA | $5.86M | 1.17% | 0.81% | -9.1% | Q3 2025 |
 VCYT | $5.64M | 1.13% | 0.12% | -10.9% | Q4 2025 |
 ALRM | $5.63M | 1.13% | 0.25% | -66.4% | Q1 2018 |
 VERX | $4.29M | 0.86% | 1.42% | -14.0% | Q3 2024 |
 CRDO | $4.27M | 0.85% | 0.01% | -1.6% | Q1 2026 |
 WRBY | $4.24M | 0.85% | 0.12% | New | Q2 2026 |
 PKE | $4.15M | 0.83% | 0.52% | New | Q2 2026 |
 KRYS | $4.08M | 0.81% | 0.04% | +18.6% | Q1 2026 |
 XPEL | $3.92M | 0.78% | 0.29% | +53.2% | Q1 2026 |
 DUOL | $3.49M | 0.70% | 0.18% | -14.2% | Q4 2024 |
 SITM | $3.44M | 0.69% | 0.02% | +3.0% | Q1 2026 |
 KRMN | $3.13M | 0.63% | 0.05% | New | Q2 2026 |
 KIDS | $2.93M | 0.59% | 0.60% | -50.6% | Q1 2020 |
 AMSC | $2.83M | 0.57% | 0.14% | New | Q2 2026 |
 FIGR | $2.81M | 0.56% | Not reported | New | Q2 2026 |
 ERII | $2.55M | 0.51% | 0.55% | -47.4% | Q1 2023 |
 INTA | $2.49M | 0.50% | 0.13% | -13.1% | Q3 2025 |
 HTFL | $2.41M | 0.48% | 0.09% | New | Q2 2026 |
 AVPT | $2.31M | 0.46% | 0.10% | -13.1% | Q4 2025 |
 SPSC | $2.18M | 0.44% | 0.11% | -47.2% | Q4 2024 |
 INSP | $1.96M | 0.39% | 0.15% | -47.9% | Q1 2024 |
| Q1 2026 | |||||
| CAMT | $94M | 13.35% | 1.35% | -42.3% | Q4 2024 |
| GLBE | $43.2M | 6.13% | 0.83% | -41.8% | Q1 2024 |
| CLBT | $37.2M | 5.29% | 1.08% | New | Q1 2026 |
| GKOS | $24.8M | 3.52% | 0.39% | -29.6% | Q4 2018 |
 MELI | $24.5M | 3.48% | 0.03% | -17.6% | Q4 2013 |
 SHOP | $23.9M | 3.40% | 0.05% | -18.7% | Q4 2018 |
| DDOG | $20.8M | 2.96% | 0.23% | -27.8% | Q1 2020 |
| CGNX | $20.3M | 2.89% | 0.25% | -35.0% | Q2 2013 |
| VEEV | $20.2M | 2.87% | 0.07% | -28.3% | Q2 2015 |
| RGEN | $20M | 2.85% | 0.30% | -38.0% | Q1 2021 |
| GWRE | $19.6M | 2.78% | 0.15% | -28.7% | Q1 2015 |
| VCEL | $19.1M | 2.71% | 1.16% | -28.8% | Q2 2020 |
| TYL | $18.1M | 2.57% | 0.11% | -28.5% | Q2 2013 |
| MANH | $17.8M | 2.53% | 0.23% | -28.6% | Q2 2013 |
 ICLR | $17.5M | 2.48% | 0.21% | +26.8% | Q2 2013 |
| XMTR | $17.2M | 2.44% | 0.91% | -39.7% | Q2 2022 |
| APPF | $17.1M | 2.42% | Not reported | -28.9% | Q2 2019 |
| TECH | $16.2M | 2.30% | 0.20% | -28.9% | Q4 2014 |
| ALRM | $15.5M | 2.20% | 0.73% | -28.8% | Q1 2018 |
| CWAN | $13.1M | 1.87% | Not reported | -56.1% | Q4 2022 |
| PAYC | $12.7M | 1.80% | 0.22% | -28.4% | Q4 2016 |
| QTWO | $12M | 1.70% | 0.40% | -28.9% | Q3 2018 |
| UFPT | $11.4M | 1.62% | 0.76% | -29.7% | Q2 2024 |
 FLUT | $11.3M | 1.61% | 0.06% | -15.9% | Q1 2024 |
| BMI | $11M | 1.56% | 0.25% | -29.0% | Q1 2025 |
| AGYS | $10.9M | 1.55% | 0.54% | -28.7% | Q1 2024 |
| TMDX | $9.74M | 1.38% | 0.28% | -32.9% | Q1 2025 |
 TEAM | $8.93M | 1.27% | Not reported | +72.1% | Q2 2020 |
| WK | $8.88M | 1.26% | Not reported | -28.5% | Q4 2022 |
| AXGN | $8.6M | 1.22% | 0.49% | -25.7% | Q3 2025 |
| NCNO | $7.94M | 1.13% | 0.46% | -28.4% | Q3 2021 |
 CTKB | $6.47M | 0.92% | 1.15% | -28.6% | Q3 2022 |
| CYRX | $6.46M | 0.92% | 1.56% | -29.9% | Q3 2021 |
 DV | $5.55M | 0.79% | 0.37% | -28.3% | Q3 2023 |
| MAMA | $5.54M | 0.79% | 0.89% | -23.1% | Q3 2025 |
| ERII | $5.42M | 0.77% | 1.03% | -29.7% | Q1 2023 |
| VERX | $5.17M | 0.73% | 1.65% | -28.8% | Q3 2024 |
| KIDS | $4.93M | 0.70% | 1.23% | -39.6% | Q1 2020 |
| RDVT | $4.69M | 0.67% | 0.96% | -22.7% | Q1 2025 |
 CHKP | $4.61M | 0.65% | 0.03% | -32.6% | Q4 2014 |
| INSP | $4.35M | 0.62% | 0.29% | -29.7% | Q1 2024 |
| LOAR | $4.25M | 0.60% | 0.08% | -23.6% | Q4 2025 |
| SPSC | $4.03M | 0.57% | 0.20% | -28.8% | Q4 2024 |
| CORT | $3.78M | 0.54% | 0.09% | -32.2% | Q3 2025 |
| DUOL | $3.48M | 0.49% | 0.21% | -29.2% | Q4 2024 |
| VCYT | $3.47M | 0.49% | 0.14% | -5.6% | Q4 2025 |
| PDFS | $3.41M | 0.48% | 0.26% | -16.6% | Q4 2025 |
| INTA | $2.91M | 0.41% | 0.15% | -23.7% | Q3 2025 |
| KRYS | $2.39M | 0.34% | 0.03% | New | Q1 2026 |
| XPEL | $2.28M | 0.32% | 0.19% | New | Q1 2026 |
| Q4 2025 | |||||
| CAMT | $114M | 9.38% | 2.35% | -6.8% | Q4 2024 |
| GLBE | $94.5M | 7.75% | 1.42% | +0.6% | Q1 2024 |
| RGEN | $44.9M | 3.68% | 0.49% | -59.0% | Q1 2021 |
| XMTR | $41.5M | 3.41% | 1.51% | -56.7% | Q2 2022 |
| SHOP | $39.9M | 3.28% | 0.06% | -34.6% | Q4 2018 |
| GWRE | $36.9M | 3.03% | 0.22% | -55.7% | Q1 2015 |
| GKOS | $36.9M | 3.02% | 0.57% | -57.2% | Q4 2018 |
| VEEV | $35.8M | 2.93% | 0.10% | -56.0% | Q2 2015 |
| APPF | $35.4M | 2.90% | Not reported | -55.5% | Q2 2019 |
| MELI | $34.6M | 2.84% | 0.03% | -25.7% | Q4 2013 |
| TYL | $33.6M | 2.76% | 0.15% | -54.3% | Q2 2013 |
| DDOG | $33.2M | 2.73% | 0.31% | -65.7% | Q1 2020 |
| MANH | $32.5M | 2.67% | 0.31% | -55.3% | Q2 2013 |
| CWAN | $30.5M | 2.51% | Not reported | -49.6% | Q4 2022 |
| VCEL | $30M | 2.46% | 1.64% | -57.4% | Q2 2020 |
| FLUT | $28.5M | 2.33% | 0.08% | -51.3% | Q1 2024 |
| ALRM | $25.8M | 2.11% | 1.02% | -55.2% | Q1 2018 |
| QTWO | $25.6M | 2.10% | 0.57% | -55.8% | Q3 2018 |
| TECH | $25.6M | 2.10% | 0.28% | -58.0% | Q4 2014 |
| AGYS | $25.5M | 2.10% | 0.77% | -55.4% | Q1 2024 |
| PAYC | $23.3M | 1.91% | 0.27% | -55.2% | Q4 2016 |
| CGNX | $23M | 1.88% | 0.38% | -55.8% | Q2 2013 |
| ICLR | $22.7M | 1.86% | 0.16% | -26.8% | Q2 2013 |
| NCNO | $19M | 1.56% | 0.64% | -56.1% | Q3 2021 |
| UFPT | $18.6M | 1.52% | 1.09% | -50.2% | Q2 2024 |
| WK | $18M | 1.48% | Not reported | -54.8% | Q4 2022 |
| TMDX | $17.8M | 1.46% | 0.43% | -53.5% | Q1 2025 |
| BMI | $17.7M | 1.45% | 0.27% | -51.6% | Q1 2025 |
| TEAM | $12.3M | 1.01% | Not reported | -26.0% | Q2 2020 |
| VERX | $12.2M | 1.00% | 2.32% | -53.2% | Q3 2024 |
| AXGN | $11.4M | 0.94% | 0.74% | -45.8% | Q3 2025 |
| INSP | $11.1M | 0.91% | 0.42% | -56.9% | Q1 2024 |
| CYRX | $10.7M | 0.88% | 2.23% | -57.6% | Q3 2021 |
 MNDY | $10.5M | 0.86% | 0.14% | -26.4% | Q1 2024 |
| CTKB | $10.5M | 0.86% | 1.61% | -58.2% | Q3 2022 |
| ERII | $10.3M | 0.85% | 1.45% | -52.3% | Q1 2023 |
| RDVT | $9.99M | 0.82% | 1.24% | -53.5% | Q1 2025 |
| DV | $9.33M | 0.77% | 0.50% | -55.2% | Q3 2023 |
| KIDS | $9.13M | 0.75% | 2.05% | -52.5% | Q1 2020 |
| SPSC | $9.05M | 0.74% | 0.27% | -53.3% | Q4 2024 |
| CHKP | $8.88M | 0.73% | 0.05% | -23.9% | Q4 2014 |
| DUOL | $8.75M | 0.72% | 0.30% | -37.4% | Q4 2024 |
| INTA | $6.81M | 0.56% | 0.19% | -30.4% | Q3 2025 |
| LOAR | $6.61M | 0.54% | 0.10% | New | Q4 2025 |
| MAMA | $6.33M | 0.52% | 1.16% | -32.7% | Q3 2025 |
| CORT | $4.81M | 0.39% | 0.13% | -42.4% | Q3 2025 |
| VCYT | $4.81M | 0.39% | 0.14% | New | Q4 2025 |
| AVPT | $3.89M | 0.32% | 0.13% | New | Q4 2025 |
 RXST | $3.73M | 0.31% | 0.87% | -53.6% | Q3 2024 |
| PDFS | $3.57M | 0.29% | 0.32% | New | Q4 2025 |
| Q3 2025 | |||||
| CAMT | $121M | 5.00% | 2.52% | +1.2% | Q4 2024 |
| VEEV | $108M | 4.47% | 0.22% | -34.6% | Q2 2015 |
| DDOG | $101M | 4.18% | 0.91% | -37.2% | Q1 2020 |
| GWRE | $95.2M | 3.92% | 0.49% | -36.2% | Q1 2015 |
| APPF | $94.3M | 3.88% | Not reported | -40.9% | Q2 2019 |
| RGEN | $89.4M | 3.68% | 1.19% | -33.5% | Q1 2021 |
| XMTR | $87.8M | 3.62% | 3.49% | -45.3% | Q2 2022 |
| MANH | $86M | 3.54% | 0.70% | -35.3% | Q2 2013 |
| GLBE | $85.5M | 3.52% | 1.41% | +10.0% | Q1 2024 |
| TYL | $84.8M | 3.49% | 0.34% | -32.3% | Q2 2013 |
| FLUT | $69M | 2.84% | 0.15% | -2.4% | Q1 2024 |
| PAYC | $67.9M | 2.80% | 0.59% | -31.3% | Q4 2016 |
| CGNX | $65.4M | 2.70% | 0.86% | -36.3% | Q2 2013 |
| GKOS | $62.2M | 2.56% | 1.33% | -33.0% | Q4 2018 |
| VCEL | $61.4M | 2.53% | 3.86% | -30.6% | Q2 2020 |
| ALRM | $59.8M | 2.47% | 2.27% | -33.8% | Q1 2018 |
| QTWO | $58.1M | 2.40% | 1.28% | -30.4% | Q3 2018 |
| TECH | $57.6M | 2.37% | 0.67% | -34.2% | Q4 2014 |
| SHOP | $56.3M | 2.32% | 0.10% | -8.8% | Q4 2018 |
| MELI | $54M | 2.23% | 0.05% | -5.1% | Q4 2013 |
| AGYS | $50.7M | 2.09% | 1.72% | -25.3% | Q1 2024 |
| NCNO | $45.7M | 1.88% | 1.45% | -18.2% | Q3 2021 |
| CWAN | $45.2M | 1.86% | Not reported | -21.5% | Q4 2022 |
| WK | $39.7M | 1.64% | Not reported | -34.3% | Q4 2022 |
| BMI | $37.5M | 1.54% | 0.71% | +28.1% | Q1 2025 |
| TMDX | $35.2M | 1.45% | 0.92% | -30.5% | Q1 2025 |
| UFPT | $33.6M | 1.38% | 2.18% | -1.6% | Q2 2024 |
| VERX | $32.3M | 1.33% | 4.94% | -8.8% | Q3 2024 |
| ICLR | $29.8M | 1.23% | 0.22% | -5.1% | Q2 2013 |
| DUOL | $25.7M | 1.06% | 0.48% | +0.7% | Q4 2024 |
| CYRX | $24.9M | 1.02% | 5.24% | -31.0% | Q3 2021 |
| ERII | $24.7M | 1.02% | 3.03% | -35.4% | Q1 2023 |
| SPSC | $22.7M | 0.93% | 0.58% | -16.8% | Q4 2024 |
| DV | $21.8M | 0.90% | 1.13% | -14.4% | Q3 2023 |
| INSP | $20.6M | 0.85% | 0.96% | -24.3% | Q1 2024 |
| KIDS | $20M | 0.83% | 4.31% | -30.5% | Q1 2020 |
| CORT | $20M | 0.82% | 0.23% | New | Q3 2025 |
| RDVT | $19.7M | 0.81% | 2.70% | -19.6% | Q1 2025 |
| MNDY | $18.7M | 0.77% | 0.19% | -5.4% | Q1 2024 |
| CTKB | $17.2M | 0.71% | 3.88% | -30.3% | Q3 2022 |
| TEAM | $16.4M | 0.68% | Not reported | -5.5% | Q2 2020 |
| CHKP | $13M | 0.54% | 0.06% | -5.1% | Q4 2014 |
| AXGN | $11.5M | 0.47% | 1.40% | New | Q3 2025 |
| INTA | $8.74M | 0.36% | 0.26% | New | Q3 2025 |
| PRO | $7.44M | 0.31% | 0.67% | -38.4% | Q2 2013 |
| MAMA | $7.33M | 0.30% | 1.72% | New | Q3 2025 |
| RXST | $6.93M | 0.29% | 1.88% | -31.1% | Q3 2024 |
 TNDM | $4.41M | 0.18% | 0.54% | -34.1% | Q4 2019 |
 AAPL | $465K | 0.02% | 0.00% | -84.2% | Q2 2013 |
 MSFT | $454K | 0.02% | 0.00% | -79.4% | Q2 2013 |