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 $257 Million dollars as of 2024-12-01. 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 $74 Million. Topline Capital Management, Llc is the See Explanation in Footnotes of Cognyte Software Ltd and owns about 9,020,184 shares of Cognyte Software Ltd (CGNT) stock worth over $73 Million. Topline Capital Management, Llc is also the See Explanation in Footnotes of Green Dot Corp and owns about 6,335,967 shares of Green Dot Corp (GDOT) stock worth over $65 Million. Besides these, Topline Capital Management, Llc also holds PaySign Inc (PAYS) , Optex Systems Holdings Inc (OPXS) , Issuer Direct Corp (ISDR) , 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 2024-11-09 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 $74 Million and a weighting of 28.57%. Topline Capital Management, Llc owns 9,020,184 shares of Cognyte Software Ltd (CGNT) as of September 12, 2024, with a value of $73 Million and a weighting of 28.46%. Topline Capital Management, Llc also owns 6,335,967 shares of Green Dot Corp (GDOT) as of November 9, 2024, with a value of $65 Million and a weighting of 25.29%. The other 6 stocks PaySign Inc (PAYS) , Optex Systems Holdings Inc (OPXS) , Issuer Direct Corp (ISDR) , Heritage Global Inc (HGBL) , Usio Inc (USIO) , NeuroMetrix Inc (NURO) have a combined weighting of 17.68% among all his current holdings.
Latest Holdings of Topline Capital Management, Llc
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| NRDS | Nerdwallet Inc | 2024-10-22 | 5,251,145 | 14.00 | 73,516,030 |
| CGNT | Cognyte Software Ltd | 2024-09-12 | 9,020,184 | 8.12 | 73,243,894 |
| GDOT | Green Dot Corp | 2024-11-09 | 6,335,967 | 10.27 | 65,070,381 |
| PAYS | PaySign Inc | 2024-03-18 | 6,160,742 | 3.39 | 20,884,915 |
| OPXS | Optex Systems Holdings Inc | 2023-04-06 | 806,063 | 8.90 | 7,173,961 |
| ISDR | Issuer Direct Corp | 2024-08-28 | 709,264 | 10.00 | 7,092,640 |
| HGBL | Heritage Global Inc | 2023-04-18 | 3,617,885 | 1.76 | 6,367,478 |
| USIO | Usio Inc | 2022-11-11 | 2,427,912 | 1.51 | 3,666,147 |
| NURO | NeuroMetrix Inc | 2021-06-10 | 71,310 | 4.27 | 304,494 |
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 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.
According to the SEC Form 4 filings, Topline Capital Management, Llc has made a total of 2 transactions in Green Dot Corp (GDOT) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Green Dot Corp is the acquisition of 178,302 shares on November 9, 2024, which cost Topline Capital Management, Llc around $2 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 68.58%. 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 19 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
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 17.48 | | | | | |
| Relative Return to S&P 500(%) | 15.29 | | | | | |
Topline Capital Management, Llc Ownership Network
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 David Van Ludwig , President of Subsidiary Ross Dove , and President & Industrial Assets Nicholas Kirk Dove .
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 sale of 13,592 shares made by David Van Ludwig .
In summary, during the past 3 months, insiders sold 20,000 shares of Heritage Global Inc (HGBL) in total and bought 0 shares, with a net sale of 20,000 shares. During the past 18 months, 20,000 shares of Heritage Global Inc (HGBL) were sold and 62,704 shares were bought by its insiders, resulting in a net purchase of 42,704 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.
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