Disciplined Growth Investors Inc /Mn

13F Filings History

Latest 13F report
Q2 2025 - Aug 14, 2025
Value $
$5.23B
Signature - Title
Peter G. Rieke - Chief Operating & Compliance Officer
Location
Minneapolis, MN
Summary
This page shows a list of all the recent 13F filings made by Disciplined Growth Investors Inc /Mn. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Disciplined Growth Investors Inc /Mn reported 64 stock holdings with total value $5.23B as of Q2 2025. Top holdings included SMCI, PSTG, EXE, GRMN, and PLXS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 64 $5.23B +$262M -$295M -$32.9M SMCI, PSTG, EXE, GRMN, PLXS 13F-HR 8/14/2025, 04:46 PM
Q1 2025 64 $4.83B +$435M -$269M +$167M GRMN, EXE, SMCI, PSTG, IDCC 13F-HR 5/15/2025, 01:54 PM
Q4 2024 65 $5.26B +$822M -$628M +$194M PSTG, GRMN, EXE, ANET, PLXS 13F-HR 2/14/2025, 03:20 PM
Q3 2024 69 $5.29B +$723M -$868M -$145M SMCI, PLXS, PSTG, GRMN, ANET 13F-HR 11/14/2024, 05:47 PM
Q2 2024 66 $5.31B +$207M -$74.6M +$132M SMCI, PSTG, GRMN, PLXS, ANET 13F-HR 8/15/2024, 02:45 PM
Q1 2024 67 $5.48B +$481M -$1.76B -$1.28B SMCI, PSTG, SWN, ALGN, GRMN 13F-HR 5/15/2024, 05:29 PM
Q4 2023 63 $4.58B +$128M -$174M -$46.1M SMCI, PLXS, PSTG, SWN, ALGN 13F-HR 2/14/2024, 09:25 AM
Q3 2023 66 $4.2B +$49.4M -$106M -$56.2M SMCI, PSTG, PLXS, SWN, POWI 13F-HR 11/14/2023, 06:16 PM
Q2 2023 67 $4.43B +$22M -$359M -$337M SMCI, PSTG, PLXS, POWI, SWN 13F-HR 8/14/2023, 03:44 PM
Q1 2023 67 $3.9B +$67.2M -$438M -$371M SMCI, PLXS, POWI, ALGN, MCHP 13F-HR 5/15/2023, 03:30 PM
Q4 2022 69 $3.9B +$41M -$35.4M +$5.55M SMCI, PLXS, SWN, POWI, MCHP 13F-HR 2/14/2023, 02:14 PM
Q3 2022 72 $3.6B +$166M -$129M +$37.5M SMCI, PLXS, SWN, POWI, CTRA 13F-HR 11/15/2022, 03:32 PM
Q2 2022 75 $3.72B +$205M -$143M +$62.4M SMCI, PLXS, SWN, AKAM, CTRA 13F-HR 8/15/2022, 03:03 PM
Q1 2022 96 $4.61B +$187M -$15.1M +$172M SWN, AKAM, PLXS, ALGN, PSTG 13F-HR 5/16/2022, 10:19 AM
Q4 2021 100 $4.96B +$374M -$118M +$257M ALGN, INTU, PLXS, SMCI, AKAM 13F-HR 2/14/2022, 02:45 PM
Q3 2021 79 $5.04B +$132M -$313M -$181M ALGN, GRMN, PLXS, SNBR, INTU 13F-HR 11/15/2021, 04:22 PM
Q2 2021 83 $5.24B +$319M -$128M +$191M ALGN, SNBR, PLXS, GRMN, INTU 13F-HR 8/16/2021, 05:09 PM
Q1 2021 80 $4.93B +$186M -$960M -$774M SNBR, ALGN, STMP, GRMN, GNTX 13F-HR 5/17/2021, 04:15 PM
Q4 2020 83 $5.18B +$434M -$650M -$216M ALGN, SNBR, STMP, SFIX, POWI 13F-HR 2/16/2021, 03:48 PM
Q3 2020 77 $4.27B +$203M -$156M +$46.8M STMP, ALGN, TJX, INTU, ISRG 13F-HR 11/16/2020, 03:29 PM
Q2 2020 80 $4.13B +$71.2M -$1.57B -$1.5B ALGN, STMP, TJX, ADSK, INTU 13F-HR 8/14/2020, 11:28 AM
Q1 2020 84 $4.38B +$277M -$363M -$86.7M TJX, STMP, UI, OTEX, ALGN 13F-HR 5/15/2020, 09:30 AM
Q4 2019 86 $6.07B +$301M -$142M +$159M TJX, ALGN, UI, INTU, PLXS 13F-HR 2/14/2020, 01:31 PM
Q3 2019 87 $5.4B +$529M -$166M +$363M EW, TJX, INTU, OTEX, MIDD 13F-HR 11/15/2019, 08:30 AM
Q2 2019 88 $5.37B +$84.9M -$330M -$245M EW, ALGN, INTU, TJX, MIDD 13F-HR 8/14/2019, 04:07 PM
Q1 2019 88 $5.7B +$111M -$215M -$105M EW, ALGN, INTU, TJX, UBNT 13F-HR 5/14/2019, 12:15 PM
Q4 2018 89 $4.85B +$294M -$132M +$162M EW, TJX, INTU, ALGN, ISRG 13F-HR 2/13/2019, 10:15 AM
Q3 2018 87 $5.97B +$205M -$37.9M +$167M ALGN, EW, TJX, INTU, ISRG 13F-HR 11/16/2018, 09:35 AM
Q2 2018 85 $5.42B +$124M -$112M +$12.1M ALGN, EW, INTU, TJX, OTEX 13F-HR 8/15/2018, 03:35 PM
Q1 2018 85 $5.09B +$102M -$142M -$40.2M EW, ALGN, INTU, MIDD, TJX 13F-HR 5/17/2018, 03:31 PM
Q4 2017 87 $4.98B +$229M -$83.4M +$146M EW, ALGN, MIDD, OTEX, INTU 13F-HR 2/15/2018, 01:33 PM
Q3 2017 87 $4.77B +$294M -$195M +$99.3M EW, MIDD, ALGN, OTEX, TJX 13F-HR 11/14/2017, 03:50 PM
Q2 2017 84 $4.67B +$289M -$54.7M +$234M EW, MIDD, OTEX, TJX, INTU 13F-HR 8/15/2017, 06:15 PM
Q1 2017 90 $4.49B +$199M -$160M +$39.6M MIDD, EW, OTEX, TJX, PLXS 13F-HR 5/12/2017, 04:03 PM
Q4 2016 88 $4.38B +$127M -$57.2M +$69.7M MIDD, EW, OTEX, TJX, INTU 13F-HR 2/13/2017, 12:04 PM
Q3 2016 86 $4.21B +$39.5M -$51.4M -$11.9M EW, MIDD, OTEX, TJX, INTU 13F-HR 11/14/2016, 04:42 PM
Q2 2016 88 $3.98B +$37.6M -$28.2M +$9.4M EW, MIDD, TJX, OTEX, INTU 13F-HR 8/12/2016, 02:29 PM
Q1 2016 87 $3.93B +$74.1M -$159M -$84.5M EW, TJX, MIDD, INTU, OTEX 13F-HR 5/5/2016, 03:22 PM
Q4 2015 89 $3.97B +$151M -$48.6M +$103M EW, MIDD, TJX, INTU, OTEX 13F-HR 2/16/2016, 12:49 PM
Q3 2015 90 $3.9B +$180M -$51.3M +$129M TJX, MIDD, EW, INTU, OTEX 13F-HR 11/16/2015, 09:54 AM
Q2 2015 91 $4.14B +$183M -$57.5M +$126M MIDD, INTU, EW, TJX, LB 13F-HR 8/17/2015, 09:40 AM
Q1 2015 92 $4.25B +$168M -$154M +$13.4M TJX, MIDD, EW, INTU, OTEX 13F-HR 5/14/2015, 04:33 PM
Q4 2014 92 $4.21B +$90.9M -$109M -$17.7M TJX, OTEX, MIDD, EW, STXXXXX 13F-HR 2/9/2015, 01:48 PM
Q3 2014 94 $3.89B +$100M -$31.4M +$68.6M OTEX, INTU, TJX, MIDD, STXXXXX 13F-HR 11/12/2014, 10:27 AM
Q2 2014 105 $3.83B +$193M -$236M -$43.1M OTEX, INTU, MIDD, STXXXXX, TJX Restatement 8/21/2014, 03:35 PM
Q1 2014 87 $3.93B +$229M -$47.8M +$181M TJX, MIDD, OTEX, INTU, TRMB Restatement 5/15/2014, 10:55 AM
Q4 2013 87 $3.84B TJX, OTEX, INTU, MIDD, STXXXXX 13F-HR 2/12/2014, 01:24 PM