Filed: 2/17/2026ACC: 0001104659-26-016553
📋 What this filing means
AMERICAN CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $2.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$2.27B
Total AUM (reported)
34.84M
Total Shares
Allocation by class
COM$2.27B100.0%
Portfolio Concentration
Top 3$435.25M19.2%
4–10$622.83M27.5%
11–25$772.46M34.1%
Rest$435.92M19.2%
Top 3 weight
19.2%
Top 10 weight
46.7%
Voting Authority Distribution
Total shares with voting rights: 34.84M
Sole
Full voting authority
15.97M
shares
% of voting shares45.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.87M
shares
% of voting shares54.2%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeNone · 54.2% of voting shares
Institutional Holdings68
Rows:
AEROVIRONMENT INC
SOLEShares647.71K
TypeSH
Market value$156.67M
6.91%
Sole
281.92K
Shared
0.00
None
365.79K
CYBERARK SOFTWARE LTD
SOLEShares342.01K
TypeSH
Market value$152.56M
6.73%
Sole
136.49K
Shared
0.00
None
205.52K
MEDPACE HOLDINGS INC
SOLEShares224.37K
TypeSH
Market value$126.02M
5.56%
Sole
93.11K
Shared
0.00
None
131.26K
KRATOS DEFENSE & SECURITY SOLUTIONS INC
SOLEShares1.63M
TypeSH
Market value$124.07M
5.47%
Sole
782.82K
Shared
0.00
None
851.67K
IDEXX LABORATORIES INC
SOLEShares181.75K
TypeSH
Market value$122.96M
5.43%
Sole
78.88K
Shared
0.00
None
102.86K
RBC BEARINGS INC
SOLEShares214.12K
TypeSH
Market value$96.02M
4.24%
Sole
82.07K
Shared
0.00
None
132.04K
RESMED INC
SOLEShares306.96K
TypeSH
Market value$73.94M
3.26%
Sole
122.94K
Shared
0.00
None
184.02K
FORTINET INC
SOLEShares925.75K
TypeSH
Market value$73.51M
3.24%
Sole
272.59K
Shared
0.00
None
653.16K
COMMVAULT SYSTEMS INC
SOLEShares533.81K
TypeSH
Market value$66.92M
2.95%
Sole
267.31K
Shared
0.00
None
266.49K
GUIDEWIRE SOFTWARE INC
SOLEShares325.43K
TypeSH
Market value$65.42M
2.89%
Sole
134.86K
Shared
0.00
None
190.57K
MANHATTAN ASSOCIATES INC
SOLEShares366.86K
TypeSH
Market value$63.58M
2.81%
Sole
174.32K
Shared
0.00
None
192.54K
COGNYTE SOFTWARE LTD
SOLEShares6.71M
TypeSH
Market value$63.06M
2.78%
Sole
3.20M
Shared
0.00
None
3.51M
COSTAR GROUP INC
SOLEShares825.34K
TypeSH
Market value$55.50M
2.45%
Sole
380.03K
Shared
0.00
None
445.31K
BIO-TECHNE CORP
SOLEShares941.15K
TypeSH
Market value$55.35M
2.44%
Sole
423.61K
Shared
0.00
None
517.54K
LIVE RAMP HOLDINGS INC
SOLEShares1.88M
TypeSH
Market value$55.15M
2.43%
Sole
840.57K
Shared
0.00
None
1.04M
REPLIGEN CORP
SOLEShares335.12K
TypeSH
Market value$54.91M
2.42%
Sole
141.68K
Shared
0.00
None
193.43K
QUALYS INC
SOLEShares404.12K
TypeSH
Market value$53.71M
2.37%
Sole
170.10K
Shared
0.00
None
234.02K
NCINO INC
SOLEShares2.03M
TypeSH
Market value$51.99M
2.29%
Sole
978.69K
Shared
0.00
None
1.05M
VEEVA SYSTEMS INC
SOLEShares222.43K
TypeSH
Market value$49.65M
2.19%
Sole
84.39K
Shared
0.00
None
138.03K
VARONIS SYSTEMS INC
SOLEShares1.51M
TypeSH
Market value$49.50M
2.18%
Sole
786.46K
Shared
0.00
None
722.58K
SEI INVESTMENTS CO
SOLEShares574.82K
TypeSH
Market value$47.15M
2.08%
Sole
244.46K
Shared
0.00
None
330.36K
JACK HENRY & ASSOCIATES INC
SOLEShares251.34K
TypeSH
Market value$45.86M
2.02%
Sole
98.37K
Shared
0.00
None
152.97K
NOVANTA INC
SOLEShares381.87K
TypeSH
Market value$45.44M
2.00%
Sole
174.66K
Shared
0.00
None
207.21K
GLOBUS MEDICAL INC
SOLEShares486.21K
TypeSH
Market value$42.45M
1.87%
Sole
244.07K
Shared
0.00
None
242.14K
FACTSET RESEARCH SYSTEMS INC
SOLEShares134.95K
TypeSH
Market value$39.16M
1.73%
Sole
45.72K
Shared
0.00
None
89.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AEROVIRONMENT INCSOLE | COM | 647.71K | SH | $156.67M 6.91% | 281.92K | 0.00 | 365.79K |
CYBERARK SOFTWARE LTDSOLE | COM | 342.01K | SH | $152.56M 6.73% | 136.49K | 0.00 | 205.52K |
MEDPACE HOLDINGS INCSOLE | COM | 224.37K | SH | $126.02M 5.56% | 93.11K | 0.00 | 131.26K |
KRATOS DEFENSE & SECURITY SOLUTIONS INCSOLE | COM | 1.63M | SH | $124.07M 5.47% | 782.82K | 0.00 | 851.67K |
IDEXX LABORATORIES INCSOLE | COM | 181.75K | SH | $122.96M 5.43% | 78.88K | 0.00 | 102.86K |
RBC BEARINGS INCSOLE | COM | 214.12K | SH | $96.02M 4.24% | 82.07K | 0.00 | 132.04K |
RESMED INCSOLE | COM | 306.96K | SH | $73.94M 3.26% | 122.94K | 0.00 | 184.02K |
FORTINET INCSOLE | COM | 925.75K | SH | $73.51M 3.24% | 272.59K | 0.00 | 653.16K |
COMMVAULT SYSTEMS INCSOLE | COM | 533.81K | SH | $66.92M 2.95% | 267.31K | 0.00 | 266.49K |
GUIDEWIRE SOFTWARE INCSOLE | COM | 325.43K | SH | $65.42M 2.89% | 134.86K | 0.00 | 190.57K |
MANHATTAN ASSOCIATES INCSOLE | COM | 366.86K | SH | $63.58M 2.81% | 174.32K | 0.00 | 192.54K |
COGNYTE SOFTWARE LTDSOLE | COM | 6.71M | SH | $63.06M 2.78% | 3.20M | 0.00 | 3.51M |
COSTAR GROUP INCSOLE | COM | 825.34K | SH | $55.50M 2.45% | 380.03K | 0.00 | 445.31K |
BIO-TECHNE CORPSOLE | COM | 941.15K | SH | $55.35M 2.44% | 423.61K | 0.00 | 517.54K |
LIVE RAMP HOLDINGS INCSOLE | COM | 1.88M | SH | $55.15M 2.43% | 840.57K | 0.00 | 1.04M |
REPLIGEN CORPSOLE | COM | 335.12K | SH | $54.91M 2.42% | 141.68K | 0.00 | 193.43K |
QUALYS INCSOLE | COM | 404.12K | SH | $53.71M 2.37% | 170.10K | 0.00 | 234.02K |
NCINO INCSOLE | COM | 2.03M | SH | $51.99M 2.29% | 978.69K | 0.00 | 1.05M |
VEEVA SYSTEMS INCSOLE | COM | 222.43K | SH | $49.65M 2.19% | 84.39K | 0.00 | 138.03K |
VARONIS SYSTEMS INCSOLE | COM | 1.51M | SH | $49.50M 2.18% | 786.46K | 0.00 | 722.58K |
SEI INVESTMENTS COSOLE | COM | 574.82K | SH | $47.15M 2.08% | 244.46K | 0.00 | 330.36K |
JACK HENRY & ASSOCIATES INCSOLE | COM | 251.34K | SH | $45.86M 2.02% | 98.37K | 0.00 | 152.97K |
NOVANTA INCSOLE | COM | 381.87K | SH | $45.44M 2.00% | 174.66K | 0.00 | 207.21K |
GLOBUS MEDICAL INCSOLE | COM | 486.21K | SH | $42.45M 1.87% | 244.07K | 0.00 | 242.14K |
FACTSET RESEARCH SYSTEMS INCSOLE | COM | 134.95K | SH | $39.16M 1.73% | 45.72K | 0.00 | 89.23K |
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