Archon Capital Management LLC
Net seller this quarter
$246M
43
-$25.9M
52.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BAND | $19.7M | 8.00% | Not reported | -46.6% | Q1 2018 |
 OMDA | $17.4M | 7.05% | 1.31% | +9.1% | Q3 2025 |
 TDC | $16M | 6.49% | 0.49% | +33.2% | Q1 2025 |
 SVV | $15.3M | 6.19% | 0.98% | +16.5% | Q4 2024 |
 SFIX | $12.4M | 5.02% | 11.14% | +20.4% | Q4 2024 |
 APYX | $11.9M | 4.82% | 6.28% | -5.2% | Q1 2019 |
 BRZE | $11.5M | 4.67% | 0.47% | +31.5% | Q2 2025 |
 TH | $9.41M | 3.82% | 0.46% | +5.6% | Q1 2026 |
 OII | $8.43M | 3.42% | 0.21% | Not reported | Q1 2026 |
 SATL | $8.29M | 3.37% | 5.31% | -12.0% | Q1 2026 |
 NICE | $7.45M | 3.02% | 0.14% | New | Q2 2026 |
 LOCO | $7.13M | 2.90% | 1.38% | +267.4% | Q3 2025 |
 TDUP | $7.04M | 2.86% | 0.78% | -17.0% | Q4 2024 |
 CGNT | $7.02M | 2.85% | 1.09% | +158.8% | Q4 2024 |
 LYTS | $7M | 2.84% | 0.71% | Not reported | Q2 2019 |
 QTWO | $6.99M | 2.84% | 0.23% | New | Q2 2026 |
 SBUX | $6.23M | 2.53% | 0.01% | Not reported | Q2 2016 |
 ORN | $5.95M | 2.42% | 0.87% | +11.0% | Q2 2024 |
 MTLS | $5.7M | 2.31% | 1.30% | +3.2% | Q2 2025 |
 DDD | $5.27M | 2.14% | 1.19% | +219.7% | Q4 2020 |
 RVLV | $5.15M | 2.09% | Not reported | Not reported | Q2 2020 |
 SOPH | $3.99M | 1.62% | 1.01% | +56.6% | Q2 2025 |
 ZM | $3.88M | 1.58% | Not reported | +164.7% | Q3 2023 |
 BOBS | $3.67M | 1.49% | 0.18% | New | Q2 2026 |
 TWIN | $3.43M | 1.39% | 1.02% | +680.1% | Q4 2025 |
 BHE | $3.39M | 1.38% | 0.10% | New | Q2 2026 |
 OSUR | $3.34M | 1.35% | 1.08% | Not reported | Q2 2019 |
 OPXS | $2.75M | 1.12% | 2.82% | +0.3% | Q2 2025 |
 REAL | $2.7M | 1.10% | 0.19% | -30.4% | Q2 2025 |
 KRMD | $2.7M | 1.10% | 1.39% | Not reported | Q2 2020 |
 SPWH | $2.14M | 0.87% | 4.12% | -3.6% | Q1 2025 |
 STXS | $2.11M | 0.86% | 1.25% | Not reported | Q2 2023 |
 CLB | $2.08M | 0.85% | 0.39% | Not reported | Q4 2014 |
 CODA | $1.37M | 0.56% | 1.24% | Not reported | Q4 2025 |
 MRCY | $1.33M | 0.54% | 0.02% | -88.6% | Q2 2025 |
 VYX | $1.22M | 0.50% | 0.11% | New | Q2 2026 |
 MITK | $1.19M | 0.48% | 0.13% | -84.9% | Q1 2017 |
 MTRX | $959K | 0.39% | 0.25% | New | Q2 2026 |
 MPTI | $886K | 0.36% | 0.21% | -88.6% | Q2 2025 |
 BBNX | $844K | 0.34% | 0.12% | New | Q2 2026 |
 CXM | $646K | 0.26% | 0.13% | -54.5% | Q3 2025 |
 VTSI | $387K | 0.16% | 1.09% | Not reported | Q1 2026 |
 DIBS | $154K | 0.06% | 0.09% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| BAND | $10.4M | 5.86% | Not reported | +30.5% | Q1 2018 |
| APYX | $10.3M | 5.81% | 6.67% | -13.1% | Q1 2019 |
| SVV | $9.65M | 5.45% | 0.84% | +3.3% | Q4 2024 |
| BRZE | $9.51M | 5.37% | 0.36% | +79.4% | Q2 2025 |
| OMDA | $9.11M | 5.14% | 1.22% | +6.9% | Q3 2025 |
| SATL | $8.96M | 5.06% | 6.04% | New | Q1 2026 |
| TDC | $8.87M | 5.01% | 0.38% | +10.5% | Q1 2025 |
 TENB | $8.78M | 4.95% | 0.45% | New | Q1 2026 |
| SFIX | $8.27M | 4.67% | 9.25% | +70.3% | Q4 2024 |
| OII | $7.38M | 4.16% | 0.21% | New | Q1 2026 |
| MRCY | $6.99M | 3.94% | 0.16% | +28.4% | Q2 2025 |
| MITK | $5.28M | 2.98% | 0.87% | +103.9% | Q1 2017 |
| MPTI | $5.23M | 2.95% | 2.19% | -33.8% | Q2 2025 |
| LYTS | $4.9M | 2.77% | 0.72% | +34.1% | Q2 2019 |
| TH | $4.06M | 2.29% | 0.44% | New | Q1 2026 |
| TDUP | $4.06M | 2.29% | 0.96% | +256.6% | Q4 2024 |
| MTLS | $3.67M | 2.07% | 1.26% | +13.5% | Q2 2025 |
 ESTC | $3.6M | 2.03% | 0.07% | -11.1% | Q4 2022 |
| ORN | $3.48M | 1.96% | 0.79% | +16.7% | Q2 2024 |
| REAL | $2.99M | 1.69% | 0.27% | -32.0% | Q2 2025 |
 VPG | $2.91M | 1.64% | 0.55% | New | Q1 2026 |
 KOPN | $2.88M | 1.62% | 0.72% | +20.8% | Q4 2022 |
| KRMD | $2.78M | 1.57% | 1.39% | +0.8% | Q2 2020 |
 PRLB | $2.77M | 1.56% | 0.20% | Not reported | Q3 2015 |
 CYRX | $2.69M | 1.52% | 0.65% | Not reported | Q2 2025 |
| OPXS | $2.59M | 1.46% | 2.82% | +11.1% | Q2 2025 |
| CGNT | $2.5M | 1.41% | 0.42% | +48.4% | Q4 2024 |
| SPWH | $2.35M | 1.33% | 4.30% | Not reported | Q1 2025 |
| STXS | $2.26M | 1.27% | 1.26% | Not reported | Q2 2023 |
| OSUR | $2.24M | 1.27% | 1.08% | +30.4% | Q2 2019 |
| SOPH | $2.18M | 1.23% | 0.64% | Not reported | Q2 2025 |
 WDAY | $2.08M | 1.17% | 0.01% | Not reported | Q1 2015 |
| CXM | $1.65M | 0.93% | 0.29% | -34.5% | Q3 2025 |
| LOCO | $1.59M | 0.90% | 0.38% | -36.2% | Q3 2025 |
| CODA | $1.58M | 0.89% | 1.24% | -6.7% | Q4 2025 |
| ZM | $1.37M | 0.77% | Not reported | Not reported | Q3 2023 |
| DDD | $1.03M | 0.58% | 0.37% | -44.0% | Q4 2020 |
 POCI | $688K | 0.39% | 1.43% | New | Q1 2026 |
| VTSI | $457K | 0.26% | 1.09% | New | Q1 2026 |
| SNBRQ | $405K | 0.23% | 0.99% | New | Q1 2026 |
| TWIN | $285K | 0.16% | 0.13% | Not reported | Q4 2025 |
 LSF | $195K | 0.11% | 0.83% | +0.3% | Q1 2025 |
 OWLT | $93.3K | 0.05% | 0.06% | -68.9% | Q2 2025 |
| Q4 2025 | |||||
| SVV | $11.7M | 6.67% | 0.80% | +63.4% | Q4 2024 |
| APYX | $11.2M | 6.40% | 7.69% | -2.1% | Q1 2019 |
| OMDA | $10.7M | 6.09% | 1.16% | +125.1% | Q3 2025 |
| TDC | $9.53M | 5.42% | 0.34% | +8.7% | Q1 2025 |
 BW | $8.4M | 4.78% | 1.02% | -28.6% | Q3 2025 |
| SFIX | $7.7M | 4.38% | 5.43% | Not reported | Q4 2024 |
| BRZE | $7.7M | 4.38% | 1.05% | -15.1% | Q2 2025 |
| REAL | $7.64M | 4.34% | 0.41% | -37.3% | Q2 2025 |
 EZPW | $7.14M | 4.06% | Not reported | -17.0% | Q2 2017 |
| BAND | $6.9M | 3.93% | Not reported | +28.1% | Q1 2018 |
| MPTI | $6.29M | 3.58% | 3.47% | Not reported | Q2 2025 |
| ESTC | $6.11M | 3.48% | 0.08% | +170.0% | Q4 2022 |
| OLPX | $5.99M | 3.41% | 0.67% | +40.4% | Q4 2024 |
| MRCY | $5.45M | 3.10% | 0.13% | +203.3% | Q2 2025 |
 HCSG | $4.76M | 2.71% | 0.36% | Not reported | Q4 2024 |
| KRMD | $3.7M | 2.11% | 1.38% | -8.9% | Q2 2020 |
| MTLS | $3.63M | 2.07% | 1.11% | +50.6% | Q2 2025 |
| LYTS | $3.6M | 2.05% | 0.63% | +8.3% | Q2 2019 |
| CXM | $3.27M | 1.86% | 0.44% | +40.1% | Q3 2025 |
| CYRX | $3.12M | 1.78% | 0.65% | +30.0% | Q2 2025 |
| STXS | $2.82M | 1.60% | 1.31% | Not reported | Q2 2023 |
| ORN | $2.72M | 1.55% | 0.69% | -28.8% | Q2 2024 |
| OPXS | $2.5M | 1.42% | 2.54% | +109.8% | Q2 2025 |
| KOPN | $2.48M | 1.41% | 0.60% | -4.5% | Q4 2022 |
| SPWH | $2.44M | 1.39% | 4.34% | +51.6% | Q1 2025 |
 OSS | $2.35M | 1.34% | 1.33% | -31.5% | Q3 2023 |
| TDUP | $2.22M | 1.26% | 0.27% | +40.9% | Q4 2024 |
| SOPH | $2.06M | 1.17% | 0.64% | +3.4% | Q2 2025 |
| MITK | $2.02M | 1.15% | 0.42% | Not reported | Q1 2017 |
| CGNT | $1.96M | 1.11% | 0.29% | Not reported | Q4 2024 |
| CLB | $1.88M | 1.07% | 0.25% | Not reported | Q4 2014 |
| LOCO | $1.88M | 1.07% | 0.60% | +27.8% | Q3 2025 |
| DDD | $1.73M | 0.98% | 0.76% | Not reported | Q4 2020 |
 BYRN | $1.65M | 0.94% | 0.43% | -33.8% | Q4 2024 |
 OSPN | $1.52M | 0.87% | 0.32% | Not reported | Q2 2018 |
| CODA | $1.4M | 0.79% | 1.33% | New | Q4 2025 |
 TWLO | $1.39M | 0.79% | 0.01% | -82.6% | Q1 2017 |
| OSUR | $1.39M | 0.79% | 0.81% | Not reported | Q2 2019 |
| OWLT | $946K | 0.54% | 0.22% | Not reported | Q2 2025 |
 FSLY | $713K | 0.41% | 0.05% | New | Q4 2025 |
| DIBS | $712K | 0.41% | 0.32% | Not reported | Q3 2025 |
 DHX | $552K | 0.31% | 0.80% | -50.5% | Q2 2018 |
 LPTH | $502K | 0.29% | 0.09% | -79.5% | Q1 2023 |
| TWIN | $316K | 0.18% | 0.13% | New | Q4 2025 |
 PRCT | $315K | 0.18% | 0.02% | New | Q4 2025 |
 PL | $270K | 0.15% | 0.01% | -97.5% | Q2 2025 |
 SSTI | $243K | 0.14% | 0.24% | -81.8% | Q3 2017 |
| LSF | $201K | 0.11% | 0.85% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| SVV | $10.2M | 6.07% | 0.49% | +5.6% | Q4 2024 |
| EZPW | $8.42M | 5.02% | Not reported | +2.3% | Q2 2017 |
| REAL | $8.2M | 4.89% | 0.66% | +128.2% | Q2 2025 |
| BRZE | $7.52M | 4.48% | 1.24% | +476.5% | Q2 2025 |
| PL | $7.06M | 4.20% | 0.21% | +210.7% | Q2 2025 |
| APYX | $7.02M | 4.18% | 8.68% | Not reported | Q1 2019 |
| OMDA | $6.66M | 3.97% | 0.52% | New | Q3 2025 |
| MPTI | $6.56M | 3.91% | 4.04% | +17.5% | Q2 2025 |
| TDC | $6.2M | 3.69% | 0.31% | +26.3% | Q1 2025 |
| BAND | $5.82M | 3.46% | Not reported | +19.6% | Q1 2018 |
| TWLO | $5.64M | 3.36% | 0.04% | +81.6% | Q1 2017 |
 WIX | $5.49M | 3.27% | 0.06% | New | Q3 2025 |
 POWL | $5.49M | 3.27% | 0.05% | +41.7% | Q1 2025 |
| BW | $5.38M | 3.20% | 1.67% | New | Q3 2025 |
 BULL | $5.18M | 3.08% | Not reported | New | Q3 2025 |
| LYTS | $4.28M | 2.55% | 0.58% | -36.3% | Q2 2019 |
| HCSG | $4.19M | 2.49% | 0.35% | +60.5% | Q4 2024 |
| OLPX | $4.17M | 2.48% | 0.48% | +1692.2% | Q4 2024 |
| STXS | $3.81M | 2.27% | 1.35% | -4.5% | Q2 2023 |
| BYRN | $3.28M | 1.95% | 0.65% | Not reported | Q4 2024 |
| ORN | $3.19M | 1.90% | 0.96% | -42.5% | Q2 2024 |
| SPWH | $3.05M | 1.82% | 2.86% | +45.9% | Q1 2025 |
| KOPN | $2.7M | 1.61% | 0.71% | -13.3% | Q4 2022 |
| KRMD | $2.68M | 1.60% | 1.51% | Not reported | Q2 2020 |
| OSS | $2.56M | 1.52% | 2.17% | +211.4% | Q3 2023 |
| ESTC | $2.53M | 1.51% | 0.03% | -33.3% | Q4 2022 |
| MTLS | $2.42M | 1.44% | 0.74% | +543.1% | Q2 2025 |
| CYRX | $2.37M | 1.41% | 0.50% | +44.8% | Q2 2025 |
| TDUP | $2.33M | 1.39% | 0.20% | +26.4% | Q4 2024 |
| CXM | $2.32M | 1.38% | 0.31% | New | Q3 2025 |
| SOPH | $2.03M | 1.21% | 0.64% | +32.8% | Q2 2025 |
| SSTI | $2.01M | 1.20% | 1.31% | +12.8% | Q3 2017 |
 XPOF | $2.01M | 1.19% | Not reported | New | Q3 2025 |
| DHX | $2M | 1.19% | 1.52% | -39.9% | Q2 2018 |
| MRCY | $1.9M | 1.13% | 0.04% | -50.4% | Q2 2025 |
| LPTH | $1.79M | 1.07% | 0.53% | -80.9% | Q1 2023 |
| ZM | $1.69M | 1.01% | Not reported | -67.7% | Q3 2023 |
 RRGB | $1.42M | 0.84% | 1.15% | +43.4% | Q1 2023 |
| SNCR | $1.37M | 0.82% | 1.96% | +38.2% | Q4 2018 |
| LOCO | $1.36M | 0.81% | 0.47% | New | Q3 2025 |
 CVRX | $1.16M | 0.69% | 0.55% | -17.7% | Q1 2023 |
| OPXS | $1.08M | 0.64% | 1.21% | +190.3% | Q2 2025 |
| LSF | $504K | 0.30% | 0.85% | +2.3% | Q1 2025 |
| OWLT | $495K | 0.29% | 0.35% | +11.0% | Q2 2025 |
| DIBS | $308K | 0.18% | 0.32% | New | Q3 2025 |
 VELO | $64.7K | 0.04% | 0.10% | New | Q3 2025 |