Mitek Systems Inc (MITK) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $90.5M

MITK ranks #3130 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

190 institutions disclose a position in MITK, but none treat it as a major bet — even G2 Investment Partners Management LLC, its most concentrated holder, allocates just 2.3% of its own portfolio to it.

Price T Rowe Associates Inc /md/ has added to its MITK position for two straight quarters, increasing it by $42.2M to reach $42.6M today.

Campbell & CO Investment Adviser LLC has trimmed its MITK position for two straight quarters, cutting it by $196.4K while still holding $814.3K.

MITK is down 3.4% today, but institutions show net buying of $90.5M this quarter — a divergence between today's price move and the underlying institutional flow.

MITK posted net income of $22.5M over the trailing twelve months, and currently trades at a P/E of 37.1.

• Profitable — net income of $22.5M over the trailing twelve months
• Revenue grew 11.1% year over year
• Net income improved year over year, from $15.5M to $22.5M
• Generated $55.3M in positive operating cash flow
• Current ratio of 1.19x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.91x equity — within a conventional range