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| Kopion Asset Management LLC
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| CRD # | 152693 |
| SEC # | 801-118111 |
| CIK # | 0001728689 |
| AUM | 142.6 M (2026-02-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-425-7027 |
| Address | 400 W Louisiana Street Mckinney, TX 75069-4444 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (2/6/2026) [Brochure] |
|---|
TYPES OF CLIENTS Kopion provides investment management services to individuals who: 1) Desire to grow their assets, 2) Are able to tolerate risks such as those mentioned in Item 8, and 3) Intend for Kopion to manage their account for at least five years. Kopion has a minimum account size of $125,000 at the time of opening the account. |
| CIK | Period |
|---|---|
| 0001728689 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Varonis Systems Inc | 16.0 | ||
| Nice Systems Ltd | 13.3 | ||
| Trupanion Inc | 13.0 | ||
| Rubicon Project Inc | 12.8 | ||
| Certara Inc | 12.2 | ||
| Shotspotter Inc | 10.1 | ||
| Powerfleet Inc | 9.3 | ||
| ACI Worldwide Inc | 9.1 | ||
| Tennant Co | 8.7 | ||
| Stratasys Ltd | 8.1 | ||
| Cognex Corp | 6.6 | ||
| TechnipFMC PLC | 6.6 | ||
| Energy Recovery Inc | 5.8 | ||
| Tyler Technologies Inc | 5.7 | ||
| Hexcel Corp /DE/ | 4.7 | ||
| BorgWarner Inc | 4.6 | ||
| Simulations Plus Inc | 3.4 | ||
| Cryoport Inc | 3.3 | ||
| TREX Co Inc | 1.4 | ||
| II-VI Inc | 0.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 3.5 |
| (b) Individuals (high net worth individuals) | 5 | 139.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 142.6 |
| By Discretionary | ||
| Discretionary | 14 | 142.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 142.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.6 | |
| Total | 14 | 142.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001728689] | |
| SC 13G | [0001728689] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Kopion Asset Management LLC | Soundthinking Inc | [2026-04-24] |
| Kopion Asset Management LLC | Soundthinking Inc | [2026-01-05] |
| Kopion Asset Management LLC | Soundthinking Inc | [2025-02-05] |
| Kopion Asset Management LLC | Dixie Group Inc | [2018-01-26] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|
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|
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