Napco Security Technologies (NSSC) Smart Money Holdings (13F, Q2 2026)

NSSC ranks #2407 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

NSSC is a top-conviction position for Doma Perpetual Capital Management LLC — at 5.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in NSSC belongs to BlackRock, Inc., but the position matters far more to Doma Perpetual Capital Management LLC, who has 5.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its NSSC position for two straight quarters, increasing it by $37.8M to reach $39.3M today.

Divisadero Street Capital Management, LP has trimmed its NSSC position for two straight quarters, cutting it by $31.8M while still holding $1.9M.

NSSC is up 1.2% today, and institutions have been net buyers of $140.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

NSSC posted net income of $43.0M over the trailing twelve months, and currently trades at a P/E of 29.7.

• Profitable — net income of $43.0M over the trailing twelve months
• Revenue grew 11.4% year over year
• Net income declined year over year, from $43.4M to $43.0M
• Generated $61.1M in positive operating cash flow
• Current ratio of 4.90x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.25x equity — within a conventional range