Topline Capital Management, Llc - Net Worth and Insider Trading
Topline Capital Management, Llc Net Worth
The estimated net worth of Topline Capital Management, Llc is at least $253 Million dollars as of 2024-11-05. Topline Capital Management, Llc is the See Explanation in Footnotes of Nerdwallet Inc and owns about 5,251,145 shares of Nerdwallet Inc (NRDS) stock worth over $79 Million. Topline Capital Management, Llc is the See Explanation in Footnotes of Green Dot Corp and owns about 6,157,665 shares of Green Dot Corp (GDOT) stock worth over $71 Million. Topline Capital Management, Llc is also the See Explanation in Footnotes of Cognyte Software Ltd and owns about 9,020,184 shares of Cognyte Software Ltd (CGNT) stock worth over $58 Million. Besides these, Topline Capital Management, Llc also holds PaySign Inc (PAYS) , Issuer Direct Corp (ISDR) , Optex Systems Holdings Inc (OPXS) , Heritage Global Inc (HGBL) , Usio Inc (USIO) , NeuroMetrix Inc (NURO) . Details can be seen in Topline Capital Management, Llc's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Topline Capital Management, Llc has not made any transactions after 2024-10-22 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Topline Capital Management, Llc
Topline Capital Management, Llc Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Topline Capital Management, Llc owns 4 companies in total, including Heritage Global Inc (HGBL) , Usio Inc (USIO) , and NeuroMetrix Inc (NURO) among others .
Click here to see the complete history of Topline Capital Management, Llc’s form 4 insider trades.
Insider Ownership Summary of Topline Capital Management, Llc
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
HGBL | Heritage Global Inc | 2023-04-18 | other: See Explanation in Footnotes |
USIO | Usio Inc | 2022-11-11 | other: See Explanation in Footnotes |
NURO | NeuroMetrix Inc | 2021-06-10 | other: See Explanation in Footnotes |
2023-04-06 | other: See Explanation in Footnotes |
Topline Capital Management, Llc Latest Holdings Summary
Topline Capital Management, Llc currently owns a total of 9 stocks. Among these stocks, Topline Capital Management, Llc owns 5,251,145 shares of Nerdwallet Inc (NRDS) as of October 22, 2024, with a value of $79 Million and a weighting of 31.18%. Topline Capital Management, Llc owns 6,157,665 shares of Green Dot Corp (GDOT) as of September 24, 2024, with a value of $71 Million and a weighting of 27.86%. Topline Capital Management, Llc also owns 9,020,184 shares of Cognyte Software Ltd (CGNT) as of September 12, 2024, with a value of $58 Million and a weighting of 23.08%. The other 6 stocks PaySign Inc (PAYS) , Issuer Direct Corp (ISDR) , Optex Systems Holdings Inc (OPXS) , Heritage Global Inc (HGBL) , Usio Inc (USIO) , NeuroMetrix Inc (NURO) have a combined weighting of 17.88% among all his current holdings.
Latest Holdings of Topline Capital Management, Llc
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
NRDS | Nerdwallet Inc | 2024-10-22 | 5,251,145 | 15.04 | 78,977,221 |
GDOT | Green Dot Corp | 2024-09-24 | 6,157,665 | 11.46 | 70,566,841 |
CGNT | Cognyte Software Ltd | 2024-09-12 | 9,020,184 | 6.48 | 58,450,792 |
PAYS | PaySign Inc | 2024-03-18 | 6,160,742 | 3.66 | 22,517,512 |
ISDR | Issuer Direct Corp | 2024-08-28 | 709,264 | 9.73 | 6,901,139 |
OPXS | Optex Systems Holdings Inc | 2023-04-06 | 806,063 | 8.00 | 6,448,504 |
HGBL | Heritage Global Inc | 2023-04-18 | 3,617,885 | 1.62 | 5,860,974 |
USIO | Usio Inc | 2022-11-11 | 2,427,912 | 1.36 | 3,301,718 |
NURO | NeuroMetrix Inc | 2021-06-10 | 71,310 | 3.81 | 271,691 |
Holding Weightings of Topline Capital Management, Llc
Topline Capital Management, Llc Form 4 Trading Tracker
According to the SEC Form 4 filings, Topline Capital Management, Llc has made a total of 1 transactions in Nerdwallet Inc (NRDS) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Nerdwallet Inc is the acquisition of 461,777 shares on October 22, 2024, which cost Topline Capital Management, Llc around $5 Million.
According to the SEC Form 4 filings, Topline Capital Management, Llc has made a total of 1 transactions in Green Dot Corp (GDOT) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Green Dot Corp is the acquisition of 198,914 shares on September 24, 2024, which cost Topline Capital Management, Llc around $2 Million.
According to the SEC Form 4 filings, Topline Capital Management, Llc has made a total of 1 transactions in Cognyte Software Ltd (CGNT) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Cognyte Software Ltd is the acquisition of 969,631 shares on September 12, 2024, which cost Topline Capital Management, Llc around $6 Million.
More details on Topline Capital Management, Llc's insider transactions can be found in the Insider Trading History of Topline Capital Management, Llc table.Insider Trading History of Topline Capital Management, Llc
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Topline Capital Management, Llc Trading Performance
GuruFocus tracks the stock performance after each of Topline Capital Management, Llc's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Topline Capital Management, Llc is 72.26%. GuruFocus also compares Topline Capital Management, Llc's trading performance to market benchmark return within the same time period. The performance of stocks bought by Topline Capital Management, Llc within 3 months outperforms 16 times out of 18 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Topline Capital Management, Llc's insider trading performs compared to the benchmark.
Performance of Topline Capital Management, Llc
Topline Capital Management, Llc Ownership Network
Ownership Network List of Topline Capital Management, Llc
Ownership Network Relation of Topline Capital Management, Llc
Topline Capital Management, Llc Owned Company Details
What does Heritage Global Inc do?
Who are the key executives at Heritage Global Inc?
Topline Capital Management, Llc is the other: See Explanation in Footnotes of Heritage Global Inc. Other key executives at Heritage Global Inc include President of Subsidiary Ross Dove , President & Industrial Assets Nicholas Kirk Dove , and President of subsidiary David Van Ludwig .
Heritage Global Inc (HGBL) Insider Trades Summary
Over the past 18 months, Topline Capital Management, Llc made no insider transaction in Heritage Global Inc (HGBL). Other recent insider transactions involving Heritage Global Inc (HGBL) include a net purchase of 21,335 shares made by Nicholas Kirk Dove , a net purchase of 16,708 shares made by Ross Dove , and a net purchase of 10,000 shares made by Samuel L Shimer .
In summary, during the past 3 months, insiders sold 0 shares of Heritage Global Inc (HGBL) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Heritage Global Inc (HGBL) were sold and 62,704 shares were bought by its insiders, resulting in a net purchase of 62,704 shares.
Heritage Global Inc (HGBL)'s detailed insider trading history can be found in Insider Trading Tracker table.
Heritage Global Inc Insider Transactions
Topline Capital Management, Llc Mailing Address
Above is the net worth, insider trading, and ownership report for Topline Capital Management, Llc. You might contact Topline Capital Management, Llc via mailing address: 544 Euclid Street, Santa Monica Ca 90402.