PERKINS CAPITAL MANAGEMENT INC ONDS — Ondas Hldgs Inc

Ownership history in PERKINS CAPITAL MANAGEMENT INC  ·  4 quarters on record

AI Ownership Summary

PERKINS CAPITAL MANAGEMENT INC reported Ondas Hldgs Inc (ONDS) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 1.71% in 2026 Q1. The latest visible filing shows ONDS at 1.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ONDS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PERKINS CAPITAL MANAGEMENT INC's position in Ondas Hldgs Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ONDS was reported at 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.71% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ONDS stock page PERKINS CAPITAL MANAGEMENT INC fund profile PERKINS CAPITAL MANAGEMENT INC full holdings
How PERKINS CAPITAL MANAGEMENT INC held ONDS — position size vs. price
% of Fund (quarterly)    ONDS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 201,983 -550 -0.3% 1.71% $1.8M 2026-04-23 $10.54
2025 Q4 REDUCED — — — 202,533 -2,190 -1.1% 1.57% $2.0M 2026-02-04 $9.68
2025 Q3 REDUCED 72.5% +9.6% ❌ 204,723 -539,282 -72.5% 1.39% $1.6M 2025-10-31 $6.44
2025 Q2 INITIATED — — — 744,005 — — 1.44% $1.4M 2025-08-07 $3.25

🏢 Other funds also holding ONDS

As of 2026 Q1 — sorted by position size

THAMES CAPITAL MANAGEMENT LLC 3Y 7Y 2.62% FirstWave Capital Management LLC 1.53% Defiance ETFs, LLC 1.34% Ceeto Capital Group, LLC 3Y 7Y 1.13% Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 3Y 7Y 1.12% Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 3Y 7Y 1.09% Olympiad Research LP 3Y 1.09% RPG Investment Advisory, LLC 3Y 7Y 0.98% Hood River Capital Management LLC 3Y 7Y 0.93% GatePass Capital, LLC 0.89%

FAQ About PERKINS CAPITAL MANAGEMENT INC and ONDS

These are the practical questions this page is built to answer before you even open the full history table.

How long has PERKINS CAPITAL MANAGEMENT INC reported owning ONDS?

PERKINS CAPITAL MANAGEMENT INC reported ONDS across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported ONDS position in PERKINS CAPITAL MANAGEMENT INC's portfolio?

The largest reported portfolio weight for ONDS was 1.71% in 2026 Q1.

What is the latest reported ONDS position on this page?

The most recent filing on this page is 2026 Q1, when PERKINS CAPITAL MANAGEMENT INC reported 201,983 shares, equal to 1.71% of portfolio, with an estimated market value of $1.8M.

What does the chart on this ONDS ownership page compare?

The chart compares PERKINS CAPITAL MANAGEMENT INC's quarterly ONDS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PERKINS CAPITAL MANAGEMENT INC time their ONDS position?

Based on 13F filing dates vs. subsequent ONDS price moves, PERKINS CAPITAL MANAGEMENT INC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on ONDS relative to SPY over the holding period was +342.3%.

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