PERKINS CAPITAL MANAGEMENT INC — 13F Holdings

2026 Q1  ·  95 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, PERKINS CAPITAL MANAGEMENT INC maintained a portfolio of 95 distinct positions. The most significant new addition was TRISALUS LIFE SCIENCES INC, now representing 0.86% of the total fund value. They heavily accumulated shares in QUICKLOGIC CORP, increasing the position by 11.2%. Conversely, PERKINS CAPITAL MANAGEMENT INC completely exited their position in DIGITAL TURBINE INC.
Position History hover any row below to update
Loading…
PERKINS CAPITAL MANAGEMENT INC Wayzata, MN RIA / Boutique Asset Manager AUM $107M
PCA Score Concentration Risk
Risk ENB
Total Positions
95
Quarter
2026 Q1
Top Holding
NTRA (8.3%)
Top 10 Concentration
45.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 95

PERKINS CAPITAL MANAGEMENT INC Full Holdings List — 2026 Q1

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NTRA
NATERA INC
Healthcare 8.30% 8.10% #1
Prev: #1
5.8
-250 -0.6%
P
S
44,300 $8,859,557 2018 Q2 13F Filing 2026-03-31 2026-04-23
LLY
ELI LILLY & CO
Healthcare 7.61% 7.65% #2
Prev: #2
5.0
-135 -1.5%
P
S
8,830 $8,121,569 1999 Q1 13F Filing 2026-03-31 2026-04-23
AXGN
AXOGEN INC
Healthcare 5.24% 5.93% #3
Prev: #3
3.1
-59,492 -26.1%
P
S
168,842 $5,593,735 2013 Q3 13F Filing 2026-03-31 2026-04-23
IDXX
IDEXX LABS INC
Healthcare 5.11% 5.21% #4
Prev: #4
3.5
no change no change
P
S
9,700 $5,450,333 2013 Q3 13F Filing 2026-03-31 2026-04-23
MSFT
MICROSOFT CORP
Technology 3.96% 4.69% #5
Prev: #5
2.6
-800 -6.5%
P
S
11,415 $4,225,490 2011 Q4 13F Filing 2026-03-31 2026-04-23
BFLY
BUTTERFLY NETWO...
Healthcare 3.52% 2.79% #6 3
Prev: #9
1.9
7,150 0.8%
P
S
930,930 $3,760,957 2025 Q1 13F Filing 2026-03-31 2026-04-23
CIEN
CIENA CORP
Technology 3.23% 1.17% #7 17
Prev: #24
2.3
no change no change
P
S
6,300 $3,445,849 1999 Q1 13F Filing 2026-03-31 2026-04-23
MDXH
MDXHEALTH SA
Healthcare 3.18% 3.91% #8 2
Prev: #6
3.3
97,500 7.1%
P
S
1,476,441 $3,395,814 2021 Q4 13F Filing 2026-03-31 2026-04-23
AMD
ADVANCED MICRO ...
Technology 2.96% 3.00% #9 2
Prev: #7
1.7
-2,150 -12.2%
P
S
15,504 $3,153,978 2017 Q3 13F Filing 2026-03-31 2026-04-23
QUIK
QUICKLOGIC CORP
Technology 2.70% 1.32% #10 11
Prev: #21
3.1
31,000 11.2%
P
S
306,706 $2,876,902 2019 Q2 13F Filing 2026-03-31 2026-04-23
LMAT
LEMAITRE VASCUL...
Healthcare 2.64% 1.86% #11 2
Prev: #13
1.6
-3,075 -10.6%
P
S
25,825 $2,819,315 2011 Q2 13F Filing 2026-03-31 2026-04-23
OOMA
OOMA INC
Technology 2.47% 1.70% #12 2
Prev: #14
1.5
-1,000 -0.5%
P
S
181,250 $2,637,187 2016 Q4 13F Filing 2026-03-31 2026-04-23
VCYT
VERACYTE INC
Healthcare 2.27% 2.52% #13 3
Prev: #10
1.4
-100 -0.1%
P
S
75,333 $2,426,475 2017 Q3 13F Filing 2026-03-31 2026-04-23
ABT
ABBOTT LABORATO...
Healthcare 1.99% 2.13% #14 3
Prev: #11
1.3
-750 -3.5%
P
S
20,659 $2,121,059 1999 Q1 13F Filing 2026-03-31 2026-04-23
ATEC
ALPHATEC HLDGS ...
Healthcare 1.75% 2.87% #15 7
Prev: #8
1.2
100 0.1%
P
S
171,847 $1,869,695 2019 Q3 13F Filing 2026-03-31 2026-04-23
ONDS
ONDAS HOLDINGS
Technology 1.71% 1.57% #16 1
Prev: #15
1.2
-550 -0.3%
P
S
201,983 $1,825,926 2025 Q2 13F Filing 2026-03-31 2026-04-23
CYRX
CRYOPORT INC
Industrials 1.58% 1.56% #17
Prev: #17
1.1
-750 -0.4%
P
S
203,247 $1,682,885 2016 Q1 13F Filing 2026-03-31 2026-04-23
NEOG
NEOGEN CORP
Healthcare 1.55% 0.99% #18 14
Prev: #32
1.1
-1,250 -0.7%
P
S
178,000 $1,653,620 2001 Q1 13F Filing 2026-03-31 2026-04-23
PERI
PERION NETWORK ...
Communication Services 1.47% 1.05% #19 9
Prev: #28
2.6
18,490 13.4%
P
S
156,865 $1,567,081 2021 Q1 13F Filing 2026-03-31 2026-04-23
PSNL
PERSONALIS INC
Healthcare 1.43% 1.51% #20 2
Prev: #18
1.6
no change no change
P
S
239,000 $1,522,430 2024 Q2 13F Filing 2026-03-31 2026-04-23
MGNI
MAGNITE INC
Communication Services 1.33% 1.57% #21 5
Prev: #16
1.0
-2,500 -2.1%
P
S
119,275 $1,416,987 2020 Q3 13F Filing 2026-03-31 2026-04-23
LUCD
LUCID DIAGNOSTI...
Healthcare 1.21% 0.97% #22 11
Prev: #33
1.5
no change no change
P
S
1,126,000 $1,294,900 2025 Q3 13F Filing 2026-03-31 2026-04-23
INGN
INOGEN INC
Healthcare 1.16% 1.16% #23 2
Prev: #25
1.0
-18,050 -8.3%
P
S
199,600 $1,233,528 2019 Q4 13F Filing 2026-03-31 2026-04-23
INUV
INUVO INC
Technology 1.13% 1.15% #24 2
Prev: #26
1.0
-3,000 -0.5%
P
S
582,291 $1,205,342 2018 Q2 13F Filing 2026-03-31 2026-04-23
CXDO
CREXENDO INC
Communication Services 1.13% 1.00% #25 6
Prev: #31
1.5
no change no change
P
S
194,850 $1,202,224 2020 Q3 13F Filing 2026-03-31 2026-04-23
BLZE
BACKBLAZE INC
Technology 1.10% 1.03% #26 3
Prev: #29
2.9
60,250 21.6%
P
S
339,025 $1,169,636 2022 Q3 13F Filing 2026-03-31 2026-04-23
ABBV
ABBVIE INC
Healthcare 1.09% 1.06% #27
Prev: #27
0.9
-500 -8.6%
P
S
5,342 $1,161,831 2013 Q1 13F Filing 2026-03-31 2026-04-23
NMTC
NEUROONE MEDICA...
Healthcare 1.07% 0.89% #28 8
Prev: #36
1.4
no change no change
P
S
1,473,000 $1,143,784 2023 Q3 13F Filing 2026-03-31 2026-04-23
PFE
PFIZER INC
Healthcare 0.95% 0.74% #29 12
Prev: #41
0.9
-1,400 -3.8%
P
S
35,909 $1,008,324 1999 Q1 13F Filing 2026-03-31 2026-04-23
GILD
GILEAD SCIENCES...
Healthcare 0.94% 0.81% #30 9
Prev: #39
0.9
-1,050 -12.7%
P
S
7,216 $1,005,693 2020 Q1 13F Filing 2026-03-31 2026-04-23
NEO
NEOGENOMICS INC
Healthcare 0.92% 1.32% #31 11
Prev: #20
0.9
-9,500 -6.7%
P
S
132,350 $982,037 2012 Q4 13F Filing 2026-03-31 2026-04-23
MRK
MERCK & CO INC
Healthcare 0.87% 0.73% #32 10
Prev: #42
0.8
-1,000 -11.4%
P
S
7,750 $932,247 1999 Q1 13F Filing 2026-03-31 2026-04-23
TLSI
TRISALUS LIFE S...
Healthcare 0.86% #33
Prev: #—
3.8
230,101
NEW
230,101 $920,404 2026 Q1 13F Filing 2026-03-31 2026-04-23
ZETA
ZETA GLOBAL HOL...
Technology 0.83% 0.91% #34 1
Prev: #35
0.8
-600 -1.1%
P
S
55,900 $889,928 2025 Q3 13F Filing 2026-03-31 2026-04-23
SPAI
SAFE PRO GROUP ...
Industrials 0.83% #35
Prev: #—
3.8
231,250
NEW
231,250 $881,062 2026 Q1 13F Filing 2026-03-31 2026-04-23
TELA
TELA BIO INC
Healthcare 0.82% 1.31% #36 13
Prev: #23
0.8
20,910 1.5%
P
S
1,418,328 $879,363 2019 Q4 13F Filing 2026-03-31 2026-04-23
CDXS
CODEXIS INC
Healthcare 0.81% 0.69% #37 7
Prev: #44
0.8
-2,000 -0.4%
P
S
527,500 $859,825 2011 Q4 13F Filing 2026-03-31 2026-04-23
USIO
USIO INC
Technology 0.75% 0.76% #38 2
Prev: #40
0.8
-4,000 -0.6%
P
S
701,932 $800,202 2022 Q4 13F Filing 2026-03-31 2026-04-23
ELUT
ELUTIA INC
Healthcare 0.74% 0.43% #39 14
Prev: #53
0.8
-23,700 -3.0%
P
S
756,894 $794,738 2020 Q4 13F Filing 2026-03-31 2026-04-23
CPSH
CPS TECHNOLOGIE...
Technology 0.70% 0.50% #40 11
Prev: #51
0.8
-1,500 -0.7%
P
S
200,585 $750,187 2025 Q4 13F Filing 2026-03-31 2026-04-23
ATRC
ATRICURE INC
Healthcare 0.70% 0.86% #41 3
Prev: #38
0.8
-1,350 -4.9%
P
S
26,100 $744,633 2009 Q4 13F Filing 2026-03-31 2026-04-23
VTRS
VIATRIS INC
Healthcare 0.70% 0.57% #42 5
Prev: #47
0.8
-3,000 -5.2%
P
S
54,895 $741,631 2020 Q4 13F Filing 2026-03-31 2026-04-23
PROF
PROFOUND MED CO...
Healthcare 0.69% 0.71% #43
Prev: #43
1.3
no change no change
P
S
114,280 $740,534 2025 Q4 13F Filing 2026-03-31 2026-04-23
SKYT
SKYWATER TECHNO...
Technology 0.68% 1.93% #44 32
Prev: #12
0.3
-107,250 -80.2%
P
S
26,400 $723,624 2022 Q4 13F Filing 2026-03-31 2026-04-23
BKSY
BLACKSKY TECHNO...
Industrials 0.68% 0.43% #45 9
Prev: #54
1.3
no change no change
P
S
28,750 $723,350 2024 Q3 13F Filing 2026-03-31 2026-04-23
AAPL
APPLE INC
Technology 0.63% 1.00% #46 16
Prev: #30
0.3
-2,000 -43.0%
P
S
2,650 $672,543 2013 Q3 13F Filing 2026-03-31 2026-04-23
USB
US BANCORP
Financial Services 0.61% 0.53% #47 1
Prev: #48
1.2
no change no change
P
S
12,550 $652,725 1999 Q1 13F Filing 2026-03-31 2026-04-23
BDSX
BIODESIX INC
Healthcare 0.61% 0.24% #48 23
Prev: #71
1.2
no change no change
P
S
44,783 $649,353 2024 Q2 13F Filing 2026-03-31 2026-04-23
COP
CONOCOPHILLIPS
Energy 0.60% 0.39% #49 7
Prev: #56
0.7
-400 -7.6%
P
S
4,850 $640,200 2006 Q1 13F Filing 2026-03-31 2026-04-23
CELC
CELCUITY INC
Healthcare 0.58% 0.51% #50
Prev: #50
0.7
-1,000 -15.6%
P
S
5,400 $616,356 2025 Q1 13F Filing 2026-03-31 2026-04-23
Showing 1-50 of 95 holdings

Unlock Full PERKINS CAPITAL MANAGEMENT INC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →