Perkins Capital Management Inc
- Regulatory AUM
- $148M
- Discretionary
- $148M
- Clients
- 133
- Avg AUM / client
- $1.1M
- Accounts
- 138
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Investments (13F portfolio — 86 positions, $106,699,166)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Natera Inc | COM | $8,859,557 | 44,300 | 8.3% | 5.99% |
| 2 | Eli Lilly & Co | COM | $8,121,569 | 8,830 | 7.61% | 5.49% |
| 3 | Axogen Inc | COM | $5,593,735 | 168,842 | 5.24% | 3.78% |
| 4 | Idexx Labs Inc | COM | $5,450,333 | 9,700 | 5.11% | 3.69% |
| 5 | Microsoft Corp | COM | $4,225,490 | 11,415 | 3.96% | 2.86% |
| 6 | Butterfly Network Inc | COM CL A | $3,760,957 | 930,930 | 3.52% | 2.54% |
| 7 | Ciena Corp | COM NEW | $3,445,849 | 6,300 | 3.23% | 2.33% |
| 8 | Mdxhealth Sa | SHS NEW | $3,395,814 | 1,476,441 | 3.18% | 2.3% |
| 9 | Advanced Micro Devices Inc | COM | $3,153,978 | 15,504 | 2.96% | 2.13% |
| 10 | Quicklogic Corp | COM NEW | $2,876,902 | 306,706 | 2.7% | 1.95% |
| 11 | Lemaitre Vascular Inc | COM | $2,819,315 | 25,825 | 2.64% | 1.91% |
| 12 | Ooma Inc | COM | $2,637,187 | 181,250 | 2.47% | 1.78% |
| 13 | Veracyte Inc | COM | $2,426,475 | 75,333 | 2.27% | 1.64% |
| 14 | Abbott Laboratories | COM | $2,121,059 | 20,659 | 1.99% | 1.43% |
| 15 | Alphatec Hldgs Inc | COM NEW | $1,869,695 | 171,847 | 1.75% | 1.26% |
| 16 | Ondas Holdings | COM NEW | $1,825,926 | 201,983 | 1.71% | 1.24% |
| 17 | Cryoport Inc | COM PAR $0.001 | $1,682,885 | 203,247 | 1.58% | 1.14% |
| 18 | Neogen Corp | COM | $1,653,620 | 178,000 | 1.55% | 1.12% |
| 19 | Perion Network Ltd | SHS NEW | $1,567,081 | 156,865 | 1.47% | 1.06% |
| 20 | Personalis Inc | COM | $1,522,430 | 239,000 | 1.43% | 1.03% |
| 21 | Magnite Inc | COM | $1,416,987 | 119,275 | 1.33% | 0.96% |
| 22 | Lucid Diagnostics Inc | COM | $1,294,900 | 1,126,000 | 1.21% | 0.88% |
| 23 | Inogen Inc | COM | $1,233,528 | 199,600 | 1.16% | 0.83% |
| 24 | Inuvo Inc | COM | $1,205,342 | 582,291 | 1.13% | 0.82% |
| 25 | Crexendo Inc | COM | $1,202,224 | 194,850 | 1.13% | 0.81% |
Top 25 of 86 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 72 | $19.1M | 12.9% |
| High net worth individuals | 56 | $106M | 71.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $6.7M | 4.52% |
| Charitable organizations | 5 | $8.9M | 6.04% |
| Corporations and other businesses | Fewer than 5 clients | $7.2M | 4.9% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lindberg, Harry, Allen Lee | Vice President | Mar 1993 (33y) | Less than 5% | |
| Lindberg, Nancy, Sue | Avp Operations | Jan 2005 (22y) | Less than 5% | |
| Perkins, Daniel, Scott | Chief Operating Officer | Jun 2019 (7y) | 50% – 75% | |
| Richard Charles Perkins | President/Chief Compliance Officer | CFA | Jun 2019 (7y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 953 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- RBC $137M (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗