HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD TAX MANAGED FDS (VEA) |
612,185 | -29,360 | $29,324 |
| VEA | 612,185 | -29,360 | $29,324 |
| ISHARES TR (IWM) |
113,455 | -9,720 | $22,772 |
| IWM | 113,455 | -9,720 | $22,772 |
| Five9 Inc |
237,492 | -12,230 | $18,688 |
| FIVN | 237,492 | -12,230 | $18,688 |
| Vericel Corporation |
459,415 | UNCH | $16,360 |
| VCEL | 459,415 | UNCH | $16,360 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
397,465 | -19,800 | $16,336 |
| VWO | 397,465 | -19,800 | $16,336 |
| NeoGenomics Inc |
894,909 | -151,730 | $14,480 |
| NEO | 894,909 | -151,730 | $14,480 |
 Atlassian Corp PLC |
$11,815 | ||
| CL A | 49,670 | UNCH | $11,815 |
| Workiva Inc |
76,386 | UNCH | $7,755 |
| WK | 76,386 | UNCH | $7,755 |
| JAMF HOLDING CORP |
402,451 | -74,575 | $7,268 |
| JAMF | 402,451 | -74,575 | $7,268 |
| Inspire Med Sys Inc |
33,225 | +15,113 | $6,759 |
| INSP | 33,225 | +15,113 | $6,759 |
| Model N Inc |
214,335 | -10,000 | $5,772 |
| MODN | 214,335 | -10,000 | $5,772 |
| Viridian Therapeutics Inc |
205,600 | -8,690 | $4,478 |
| VRDN | 205,600 | -8,690 | $4,478 |
| MITEK SYS INC |
236,855 | -11,150 | $3,089 |
| MITK | 236,855 | -11,150 | $3,089 |
| ISHARES TR (IEFA) |
1,400 | UNCH | $98 |
| IEFA | 1,400 | UNCH | $98 |
| ISHARES TR (ISTB) |
2,015 | -55 | $96 |
| ISTB | 2,015 | -55 | $96 |
| ISHARES TR (IVV) |
197 | -26 | $94 |
| IVV | 197 | -26 | $94 |
| ISHARES TR (IEMG) |
1,150 | UNCH | $58 |
| IEMG | 1,150 | UNCH | $58 |
| ISHARES TR (IAGG) |
806 | UNCH | $40 |
| IAGG | 806 | UNCH | $40 |
| ISHARES TR (IMTB) |
834 | UNCH | $36 |
| IMTB | 834 | UNCH | $36 |
| ISHARES TR (IJH) |
113 | UNCH | $31 |
| IJH | 113 | UNCH | $31 |
| ISHARES TR (IJR) |
164 | +0 | $18 |
| IJR | 164 | UNCH | $18 |
See Summary: Kopp Family Office LLC Top Holdings
See Details: Top 10 Stocks Held By Kopp Family Office LLC
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| IJR | -164 | -$15 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| INSP | +15,113 | +$3,165 |
| VCEL | UNCH | +$960 |
| Atlassian Corp PLC | UNCH | +$1,806 |
| WK | UNCH | +$14 |
| IEFA | UNCH | +$8 |
| IEMG | UNCH | +$3 |
| IAGG | UNCH | +$1 |
| IMTB | UNCH | +$2 |
| IJH | UNCH | +$3 |
| IJR | UNCH | +$3 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| NEO | -151,730 | +$1,606 |
| JAMF | -74,575 | -$1,156 |
| VEA | -29,360 | +$1,276 |
| VWO | -19,800 | -$25 |
| FIVN | -12,230 | +$2,631 |
| MITK | -11,150 | +$430 |
| MODN | -10,000 | +$296 |
| IWM | -9,720 | +$1,002 |
| VRDN | -8,690 | +$1,191 |
|
Size ($ in 1000's)
At 12/31/2023: $165,367 At 09/30/2023: $152,153 Kopp Family Office LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kopp Family Office LLC 13F filings. Link to 13F filings: SEC filings |
