Oberweis Asset Management Inc./
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Oberweis Asset Management Inc./ reported 185 stock positions worth $2.3 billion. Its top holding was Credo Technology Group Holdi (CRDO) at 3.1% of the portfolio, followed by Adma Biologics (ADMA, 2.5%) and Applied Optoelectronics (AAOI, 2.1%). Compared with Q1 2025, it opened 20 new positions, sold out of 27, added to 89 and reduced 32. The biggest buy was a new position in Lumentum (LITE) and the biggest sale an exit from Doximity Class A (DOCS).
- Most Recent 13F
- Q2 2026
- Location
- LISLE, IL
- CIK
- 0000937886
- Portfolio Value
- $2.3B (Q2 2025)
- SEC Filing
- 0001213900-25-076460 ↗ filed Aug 14, 2025
Holdings Value
Holdings 185 stocks · $2.3B
| CRDO Credo Technology Group Holdi | 3.06% | 758,568 | $70.2M | Reduce -39.8% |
| ADMA Adma Biologics Inc. | 2.48% | 3,135,890 | $57.1M | Reduce -8.5% |
| AAOI Applied Optoelectronics Inc. | 2.11% | 1,888,041 | $48.5M | Add +36.3% |
| SN Sharkninja Inc. | 2.09% | 484,560 | $48.0M | Reduce -3.1% |
| EHC Encompass Health Corp. | 1.92% | 359,025 | $44.0M | Reduce -3.1% |
| SRAD Sportradar Group AG-A | 1.68% | 1,377,400 | $38.7M | Add +20.3% |
| AMBA Ambarella Inc. | 1.65% | 573,360 | $37.9M | Add +0.8% |
| ITRI Itron Inc. | 1.63% | 284,500 | $37.4M | Add +4.4% |
| FTDR Frontdoor Inc. | 1.57% | 610,860 | $36.0M | Add +1.9% |
| SKYW Skywest Inc. | 1.48% | 331,000 | $34.1M | Add +3.7% |
| RMBS Rambus Inc. | 1.41% | 505,780 | $32.4M | Reduce -0.3% |
| NVMI Nova Ltd. | 1.35% | 113,100 | $31.1M | Add +1.9% |
| FRSH Freshworks Inc. Class A | 1.33% | 2,050,820 | $30.6M | Add +18.6% |
| WAY Waystar Holding Corp. | 1.32% | 744,980 | $30.4M | Add +4.5% |
| FLS Flowserve Corp. | 1.19% | 522,172 | $27.3M | Add +1.8% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 1.19% | 292,010 | $27.3M | Add +20.2% |
| CLH Clean Harbors Inc. | 1.18% | 117,300 | $27.1M | Add +6.3% |
| LRN Stride Inc. | 1.15% | 181,800 | $26.4M | Reduce -12.3% |
| MTSI Macom Technology Solutions H | 1.12% | 179,520 | $25.7M | Reduce -22.8% |
| LITE Lumentum Holdings Inc. | 1.11% | 269,050 | $25.6M | New |
| FN Fabrinet | 1.11% | 86,200 | $25.4M | Add +1.9% |
| LTH Life Time Group Holdings Inc. | 1.07% | 812,300 | $24.6M | Add +1.9% |
| AMSC American Superconductor Corp. | 1.07% | 668,200 | $24.5M | No change |
| OSIS Osi Systems Inc. | 1.07% | 109,000 | $24.5M | Add +8.6% |
| COOP Mr Cooper Group Inc. | 1.01% | 155,800 | $23.2M | Add +5.9% |
| CRS Carpenter Technology | 1.00% | 82,911 | $22.9M | Add +1.8% |
| BOX Box Inc. Class A | 0.97% | 653,920 | $22.3M | Add +9.5% |
| CVLT Commvault Systems Inc. | 0.95% | 125,900 | $21.9M | Add +17.7% |
| MRCY Mercury Systems Inc. | 0.93% | 398,500 | $21.5M | Reduce -3.4% |
| PEGA Pegasystems Inc. | 0.92% | 389,800 | $21.1M | Add +99.5% |
| PSN Parsons Corp. | 0.89% | 284,150 | $20.4M | Reduce -2.5% |
| ICUI Icu Medical Inc. | 0.87% | 150,890 | $19.9M | Reduce -3.1% |
| MMSI Merit Medical Systems Inc. | 0.87% | 212,810 | $19.9M | Add +2.0% |
| VCYT Veracyte Inc. | 0.85% | 726,490 | $19.6M | Reduce -5.6% |
| ACA Arcosa Inc. | 0.84% | 221,600 | $19.2M | Add +9.2% |
| SFM Sprouts Farmers Market Inc. | 0.82% | 114,600 | $18.9M | Add +5.6% |
| BTSG Brightspring Health Services | 0.80% | 775,800 | $18.3M | New |
| PRMB Primo Brands Corp. | 0.79% | 611,300 | $18.1M | Reduce -3.3% |
| CAMT Camtek Ltd. | 0.79% | 213,580 | $18.1M | Add +6.8% |
| DOCN Digitalocean Holdings Inc. | 0.79% | 631,920 | $18.0M | Add +7.7% |
| FSS Federal Signal Corp. | 0.77% | 166,500 | $17.7M | Reduce -27.6% |
| TPC Tutor Perini Corp. | 0.77% | 377,800 | $17.7M | Add +12.4% |
| ZETA Zeta Global Holdings Corp. Class A | 0.77% | 1,136,400 | $17.6M | Reduce -38.4% |
| CARG Cargurus Inc. | 0.75% | 518,400 | $17.4M | Add +3.7% |
| SIMO Silicon Motion Technol-ADR | 0.75% | 230,600 | $17.3M | Add +25.9% |
| GAP The Gap Inc. | 0.75% | 790,300 | $17.2M | Reduce -3.3% |
| LOPE Grand Canyon Education Inc. | 0.74% | 90,400 | $17.1M | Add +1.9% |
| QRVO Qorvo Inc. | 0.74% | 200,300 | $17.0M | New |
| AIZ Assurant Inc. | 0.71% | 83,000 | $16.4M | Add +2.5% |
| BROS Dutch Bros Inc. Class A | 0.71% | 238,000 | $16.3M | Add +8.7% |
| AIR Aar Corp. | 0.71% | 236,500 | $16.3M | Add +7.5% |
| IMAX Imax Corp. | 0.70% | 579,600 | $16.2M | No change |
| BLBD Blue Bird Corp. | 0.70% | 373,400 | $16.1M | Add +4.0% |
| RSI Rush Street Interactive Inc. | 0.69% | 1,069,700 | $15.9M | Add +7.8% |
| SITM Sitime Corp. | 0.68% | 73,496 | $15.7M | New |
| URBN Urban Outfitters Inc. | 0.67% | 212,100 | $15.4M | New |
| BRBR Bellring Brands Inc. | 0.67% | 264,200 | $15.3M | Reduce -3.3% |
| ACIW Aci Worldwide Inc. | 0.66% | 331,602 | $15.2M | Reduce -14.1% |
| AEIS Advanced Energy Industries | 0.66% | 114,700 | $15.2M | New |
| WGS Genedx Holdings Corp. | 0.65% | 162,900 | $15.0M | Add +31.9% |
| PRIM Primoris Services Corp. | 0.65% | 192,400 | $15.0M | Reduce -20.8% |
| FIVN FIVE9 Inc. | 0.64% | 555,900 | $14.7M | Add +51.6% |
| BMI Badger Meter Inc. | 0.64% | 59,910 | $14.7M | New |
| ECG Everus Construction Group | 0.64% | 230,100 | $14.6M | New |
| AGX Argan Inc. | 0.63% | 65,791 | $14.5M | Add +0.0% |
| UCTT Ultra Clean Holdings Inc. | 0.60% | 613,300 | $13.8M | No change |
| EYE National Vision Holdings Inc. | 0.60% | 594,900 | $13.7M | New |
| G Genpact Ltd. | 0.59% | 306,100 | $13.5M | Reduce -41.5% |
| FCFS Firstcash Holdings Inc. | 0.57% | 97,800 | $13.2M | Add +39.5% |
| SPXC SPX Technologies Inc. | 0.56% | 76,900 | $12.9M | Add +2.0% |
| IRTC Irhythm Holdings Inc. | 0.54% | 81,200 | $12.5M | New |
| OSCR Oscar Health Inc. Class A | 0.54% | 578,430 | $12.4M | Add +1.8% |
| MGNI Magnite Inc. | 0.54% | 514,000 | $12.4M | Add +149.9% |
| MTDR Matador Resources Co. | 0.53% | 253,900 | $12.1M | Add +44.8% |
| QLYS Qualys Inc. | 0.52% | 84,000 | $12.0M | Add +16.5% |
| HQY Healthequity Inc. | 0.52% | 113,820 | $11.9M | Add +7.5% |
| LMB Limbach Holdings Inc. | 0.51% | 83,700 | $11.7M | Reduce -24.5% |
| DIOD Diodes Inc. | 0.50% | 218,700 | $11.6M | New |
| RELY Remitly Global Inc. | 0.49% | 594,500 | $11.2M | New |
| CBSH Commerce Bancshares Inc. | 0.48% | 176,890 | $11.0M | Add +5.4% |
| OSPN Onespan Inc. | 0.46% | 635,150 | $10.6M | Add +16.3% |
| SEI Solaris Energy Infrastructur | 0.45% | 366,900 | $10.4M | Add +1.9% |
| CPRX Catalyst Pharmaceuticals Inc. | 0.44% | 468,200 | $10.2M | Add +0.1% |
| ABCB Ameris Bancorp | 0.44% | 156,400 | $10.1M | Add +8.5% |
| BFAM Bright Horizons Family Solut | 0.43% | 79,604 | $9.8M | Reduce -38.7% |
| LMAT Lemaitre Vascular Inc. | 0.41% | 114,666 | $9.5M | Add +12.3% |
| EZPW Ezcorp Inc. Class A | 0.41% | 685,500 | $9.5M | No change |
| OSW Onespaworld Holdings Ltd. | 0.41% | 465,400 | $9.5M | No change |
| HALO Halozyme Therapeutics Inc. | 0.41% | 182,200 | $9.5M | New |
| BPMC Blueprint Medicines Corp. | 0.40% | 72,500 | $9.3M | Reduce -3.3% |
| NOV Nov Inc. | 0.39% | 730,200 | $9.1M | Add +1.9% |
| ANIP Ani Pharmaceuticals Inc. | 0.39% | 138,900 | $9.1M | Add +111.7% |
| ADUS Addus Homecare Corp. | 0.39% | 78,200 | $9.0M | Add +30.6% |
| VRNS Varonis Systems Inc. | 0.39% | 176,600 | $9.0M | Add +1.9% |
| TILE Interface Inc. | 0.39% | 425,300 | $8.9M | No change |
| EXLS Exlservice Holdings Inc. | 0.37% | 194,400 | $8.5M | Add +1.9% |
| MGY Magnolia Oil & Gas Corp. Class A | 0.37% | 376,300 | $8.5M | Add +1.9% |
| KNSA Kiniksa Pharmaceuticals Inte | 0.37% | 305,200 | $8.4M | Add +28.7% |
| COCO The Vita Coco Co. Inc. | 0.36% | 230,000 | $8.3M | No change |
| FARO Faro Technologies Inc. | 0.36% | 187,200 | $8.2M | Add +14.8% |
Portfolio Sells Q1 2025 → Q2 2025
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −1.69 |
| DORM Dorman Products Inc. | Sold out | 0.00% | −1.25 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.95 |
| ADMA Adma Biologics Inc. | Reduce -8.5% | 2.48% | −0.90 |
| CCS Century Communities Inc. | Sold out | 0.00% | −0.83 |
| YOU Clear Secure Inc. Class A | Sold out | 0.00% | −0.79 |
| ONTO Onto Innovation Inc. | Sold out | 0.00% | −0.78 |
| G Genpact Ltd. | Reduce -41.5% | 0.59% | −0.73 |
| DLB Dolby Laboratories Inc. Class A | Sold out | 0.00% | −0.72 |
| CBT Cabot Corp. | Sold out | 0.00% | −0.63 |
| OMCL Omnicell Inc. | Sold out | 0.00% | −0.58 |
| UAA Under Armour Inc. Class A | Sold out | 0.00% | −0.50 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -38.4% | 0.77% | −0.48 |
| DUOL Duolingo | Sold out | 0.00% | −0.48 |
| PLYA Playa Hotels & Resorts NV | Sold out | 0.00% | −0.47 |
| KRYS Krystal Biotech Inc. | Sold out | 0.00% | −0.42 |
| CLBT Cellebrite Di Ltd. | Reduce -42.9% | 0.28% | −0.40 |
| BFAM Bright Horizons Family Solut | Reduce -38.7% | 0.43% | −0.39 |
| ACIW Aci Worldwide Inc. | Reduce -14.1% | 0.66% | −0.39 |
| ICHR Ichor Holdings Ltd. | Sold out | 0.00% | −0.38 |
| DESP Despegar.com Corp. | Sold out | 0.00% | −0.36 |
| SPSC SPS Commerce Inc. | Sold out | 0.00% | −0.36 |
| BRBR Bellring Brands Inc. | Reduce -3.3% | 0.67% | −0.35 |
| PRMB Primo Brands Corp. | Reduce -3.3% | 0.79% | −0.33 |
| FIVE Five Below | Sold out | 0.00% | −0.32 |
| SG Sweetgreen Inc. Class A | Sold out | 0.00% | −0.31 |
| VCYT Veracyte Inc. | Reduce -5.6% | 0.85% | −0.28 |
| ATRC Atricure Inc. | Sold out | 0.00% | −0.24 |
| CLW Clearwater Paper Corp. | Sold out | 0.00% | −0.22 |
| ICUI Icu Medical Inc. | Reduce -3.1% | 0.87% | −0.21 |
| ARDX Ardelyx Inc. | Sold out | 0.00% | −0.21 |
| RES RPC Inc. | Sold out | 0.00% | −0.17 |
| LRN Stride Inc. | Reduce -12.3% | 1.15% | −0.16 |
| CDNA Caredx Inc. | Reduce -30.8% | 0.25% | −0.13 |
| BOOT Boot Barn Holdings Inc. | Reduce -42.1% | 0.28% | −0.11 |
| CRAI Cra International Inc. | Reduce -36.7% | 0.15% | −0.10 |
| GAP The Gap Inc. | Reduce -3.3% | 0.75% | −0.09 |
| FSS Federal Signal Corp. | Reduce -27.6% | 0.77% | −0.07 |
| ACMR Acm Research Inc. Class A | Reduce -16.8% | 0.28% | −0.07 |
| MTSI Macom Technology Solutions H | Reduce -22.8% | 1.12% | −0.04 |
| PRIM Primoris Services Corp. | Reduce -20.8% | 0.65% | −0.04 |
| GDS GDS Holdings Ltd. - ADR | Sold out | 0.00% | −0.03 |
| TAL Tal Education Group- ADR | Sold out | 0.00% | −0.03 |
| PDD PDD Holdings Inc. | Reduce -22.2% | 0.03% | −0.02 |
| LIVN Livanova PLC | Sold out | 0.00% | −0.02 |
| AAPL Apple Inc. | Reduce -0.5% | 0.04% | −0.01 |
| TUYA Tuya Inc. | Sold out | 0.00% | −0.01 |
| VNET Vnet Group Inc.-ADR | Sold out | 0.00% | −0.00 |
| JNJ Johnson & Johnson | Reduce -0.9% | 0.01% | −0.00 |
| BNY Bank of New York Mellon Corp. | Reduce -1.7% | 0.01% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| LITE Lumentum Holdings Inc. | New | 1.11% | +1.11 |
| AAOI Applied Optoelectronics Inc. | Add +36.3% | 2.11% | +1.05 |
| BTSG Brightspring Health Services | New | 0.80% | +0.80 |
| QRVO Qorvo Inc. | New | 0.74% | +0.74 |
| SITM Sitime Corp. | New | 0.68% | +0.68 |
| URBN Urban Outfitters Inc. | New | 0.67% | +0.67 |
| AEIS Advanced Energy Industries | New | 0.66% | +0.66 |
| BMI Badger Meter Inc. | New | 0.64% | +0.64 |
| ECG Everus Construction Group | New | 0.64% | +0.64 |
| EYE National Vision Holdings Inc. | New | 0.60% | +0.60 |
| IRTC Irhythm Holdings Inc. | New | 0.54% | +0.54 |
| DIOD Diodes Inc. | New | 0.50% | +0.50 |
| RELY Remitly Global Inc. | New | 0.49% | +0.49 |
| SRAD Sportradar Group AG-A | Add +20.3% | 1.68% | +0.45 |
| MGNI Magnite Inc. | Add +149.9% | 0.54% | +0.42 |
| FTDR Frontdoor Inc. | Add +1.9% | 1.57% | +0.42 |
| HALO Halozyme Therapeutics Inc. | New | 0.41% | +0.41 |
| TPC Tutor Perini Corp. | Add +12.4% | 0.77% | +0.38 |
| NVMI Nova Ltd. | Add +1.9% | 1.35% | +0.33 |
| TPB Turning Point Brands Inc. | New | 0.33% | +0.33 |
| ADPT Adaptive Biotechnologies | New | 0.30% | +0.30 |
| SIMO Silicon Motion Technol-ADR | Add +25.9% | 0.75% | +0.29 |
| DAVE Dave Inc. | New | 0.28% | +0.28 |
| FN Fabrinet | Add +1.9% | 1.11% | +0.27 |
| CRS Carpenter Technology | Add +1.8% | 1.00% | +0.26 |
| EVLV Evolv Technologies Holdings | New | 0.26% | +0.26 |
| PEGA Pegasystems Inc. | Add +99.5% | 0.92% | +0.24 |
| AMBA Ambarella Inc. | Add +0.8% | 1.65% | +0.22 |
| QTWO Q2 Holdings Inc. | Add +20.2% | 1.19% | +0.22 |
| IIIN Insteel Industries Inc. | New | 0.21% | +0.21 |
| ITRI Itron Inc. | Add +4.4% | 1.63% | +0.21 |
| CAMT Camtek Ltd. | Add +6.8% | 0.79% | +0.20 |
| AGX Argan Inc. | Add +0.0% | 0.63% | +0.20 |
| POWL Powell Industries Inc. | Add +121.4% | 0.34% | +0.20 |
| NPKI NPK International Inc. | New | 0.18% | +0.18 |
| ANIP Ani Pharmaceuticals Inc. | Add +111.7% | 0.39% | +0.18 |
| OSCR Oscar Health Inc. Class A | Add +1.8% | 0.54% | +0.17 |
| RSI Rush Street Interactive Inc. | Add +7.8% | 0.69% | +0.16 |
| FCFS Firstcash Holdings Inc. | Add +39.5% | 0.57% | +0.15 |
| FIVN FIVE9 Inc. | Add +51.6% | 0.64% | +0.14 |
| FARO Faro Technologies Inc. | Add +14.8% | 0.36% | +0.14 |
| COOP Mr Cooper Group Inc. | Add +5.9% | 1.01% | +0.13 |
| BLBD Blue Bird Corp. | Add +4.0% | 0.70% | +0.12 |
| IBEX Ibex Ltd. | Add +58.7% | 0.30% | +0.12 |
| FRSH Freshworks Inc. Class A | Add +18.6% | 1.33% | +0.11 |
| CVLT Commvault Systems Inc. | Add +17.7% | 0.95% | +0.11 |
| WGS Genedx Holdings Corp. | Add +31.9% | 0.65% | +0.11 |
| KNSA Kiniksa Pharmaceuticals Inte | Add +28.7% | 0.37% | +0.10 |
| ADUS Addus Homecare Corp. | Add +30.6% | 0.39% | +0.10 |
| CLH Clean Harbors Inc. | Add +6.3% | 1.18% | +0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 175 | $4.8B | CRDO, AAOI, DOCN, SIMO, UCTT |
| Q1 2026 | 179 | $3.4B | AAOI, LITE, CRDO, DOCN, SN |
| Q4 2025 | 178 | $2.7B | LITE, CRDO, AAOI, SN, AMBA |
| Q3 2025 | 183 | $2.6B | CRDO, LITE, RMBS, AMBA, SN |
| Q2 2025 | 185 | $2.3B | CRDO, ADMA, AAOI, SN, EHC |
| Q1 2025 | 192 | $2.0B | ADMA, CRDO, SN, EHC, DOCS |
| Q4 2024 | 196 | $2.1B | CRDO, ADMA, SN, ZETA, SKYW |
| Q3 2024 | 206 | $2.0B | ADMA, SN, ZETA, EHC, WFRD |
| Q2 2024 | 197 | $1.6B | WFRD, CSTM, SN, ONTO, TMDX |
| Q1 2024 | 196 | $1.4B | CSTM, WFRD, ACLS, ONTO, ATEC |