Bullseye Asset Management LLC Incresed Positions in Q2 2025

Bullseye Asset Management LLC

  • $201 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FOXF
Fox Factory Holding Corp

Consumer Cyclical
151K
+ 358.85%
$18.37 - $27.72 $2.76M - $4.17M
192K $4.99M
GTLS
Chart Industries Inc

Industrials
23K
+ 1058.8%
$115.08 - $175.5 $2.65M - $4.04M
25.2K $4.15M
CROX
Crocs, Inc.

Consumer Cyclical
15.5K
+ 73.47%
$88.67 - $120.26 $1.37M - $1.86M
36.6K $3.71M
PSTG
Pure Storage, Inc.

Technology
5K
+ 6.02%
$37.18 - $57.58 $186K - $288K
88.1K $5.07M
ZETA
Zeta Global Holdings Corp.

Technology
30K
+ 7.04%
$11.02 - $16.81 $331K - $504K
456K $7.07M
BRZE
Braze, Inc.

Technology
50.1K
+ 182.11%
$25.84 - $36.89 $1.29M - $1.85M
77.6K $2.18M
AIT
Applied Industrial Technologies Inc

Industrials
5K
+ 370.37%
$206.03 - $243.28 $1.03M - $1.22M
6.35K $1.48M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
70.9K
+ 62.08%
$21.27 - $26.73 $1.51M - $1.89M
185K $4.06M
NCNO
N Cino, Inc.

Technology
30K
+ 21.42%
$21.45 - $28.12 $644K - $844K
170K $4.76M
PCTY
Paylocity Holding Corp

Technology
5K
+ 144.63%
$172.54 - $201.04 $863K - $1.01M
8.46K $1.53M
DV
Double Verify Holdings, Inc.

Technology
45K
+ 72.52%
$11.86 - $15.03 $534K - $676K
107K $1.6M
CYRX
Cryoport, Inc.

Industrials
48.6K
+ 22.97%
$4.95 - $7.46 $241K - $363K
260K $1.94M
ALKT
Alkami Technology, Inc.

Technology
10K
+ 11.13%
$22.54 - $31.19 $225K - $312K
99.8K $3.01M
PHR
Phreesia, Inc.

Healthcare
11.7K
+ 11.83%
$23.25 - $28.49 $272K - $334K
111K $3.15M
CXM
Sprinklr, Inc.

Technology
65K
+ 48.63%
$6.88 - $9.06 $447K - $589K
199K $1.68M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
1K
+ 0.29%
$15.5 - $20.28 $15.5K - $20.3K
349K $7.07M
VVX
V2 X, Inc.

Industrials
5K
+ 9.6%
$43.76 - $52.31 $219K - $262K
57.1K $2.77M
THRY
Thryv Holdings, Inc.

Communication Services
1K
+ 0.87%
$10.25 - $14.92 $10.3K - $14.9K
116K $1.41M
JAMF
Jamf Holding Corp.

Technology
6.38K
+ 4.67%
$9.09 - $12.65 $58K - $80.7K
143K $1.36M
NEO
Neogenomics Inc

Healthcare
10K
+ 4.61%
$6.4 - $10.27 $64K - $103K
227K $1.66M
IMXI
International Money Express, Inc.

Technology
167
+ 0.07%
$9.83 - $13.02 $1.64K - $2.17K
234K $2.36M
Activity Summary
Buys All Purchases 30 New Holdings 8 Increased Positions 22 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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