G2 Investment Partners Management LLC
Net seller this quarter
$549M
73
-$135M
35.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 XMTR | $30.7M | 5.60% | 0.69% | -13.0% | Q2 2022 |
 BAND | $23.2M | 4.23% | Not reported | Not reported | Q1 2018 |
 DAVE | $21.2M | 3.87% | Not reported | -52.4% | Q1 2024 |
 SEZL | $20.4M | 3.72% | 0.35% | -29.0% | Q2 2024 |
 AEIS | $19.8M | 3.60% | 0.13% | -9.3% | Q1 2017 |
 VIAV | $17.8M | 3.24% | 0.15% | -35.0% | Q2 2017 |
 NAVN | $15.8M | 2.89% | 1.51% | +503.9% | Q1 2026 |
 RELY | $14.9M | 2.71% | 0.31% | +233.1% | Q1 2023 |
 SMTC | $14.3M | 2.60% | 0.09% | +96.2% | Q2 2014 |
 DIOD | $14.2M | 2.59% | 0.28% | +271.2% | Q1 2026 |
 FEIM | $13.4M | 2.45% | 2.05% | +80.5% | Q4 2024 |
 DY | $12.6M | 2.30% | 0.08% | -45.5% | Q3 2022 |
 LFUS | $12.5M | 2.28% | 0.11% | Not reported | Q4 2013 |
 MITK | $12.5M | 2.28% | 1.38% | +24.5% | Q2 2016 |
 TWLO | $12.4M | 2.26% | 0.04% | Not reported | Q3 2018 |
 TTMI | $12.2M | 2.23% | 0.06% | -48.0% | Q2 2024 |
 VSH | $12M | 2.18% | 0.17% | +51.5% | Q1 2026 |
 MTSI | $11.1M | 2.03% | 0.04% | -11.3% | Q2 2018 |
 PRCH | $11.1M | 2.02% | 0.58% | +104.3% | Q4 2020 |
 TSEM | $10.7M | 1.95% | 0.04% | -30.3% | Q3 2014 |
 NOVT | $10.7M | 1.94% | 0.18% | -23.6% | Q1 2017 |
 FLYW | $10.4M | 1.90% | 0.49% | Not reported | Q4 2021 |
 AIR | $10.3M | 1.87% | 0.18% | +21.1% | Q3 2025 |
 PTRN | $9.45M | 1.72% | Not reported | -16.5% | Q1 2026 |
 KRNT | $9.25M | 1.69% | 1.23% | +776.2% | Q2 2015 |
 PACK | $9.14M | 1.66% | 1.46% | -55.7% | Q4 2020 |
 AIP | $8.91M | 1.62% | 0.37% | -70.6% | Q4 2021 |
 STRL | $8.48M | 1.54% | 0.03% | -60.6% | Q1 2023 |
 MOD | $8.28M | 1.51% | 0.06% | -55.6% | Q4 2017 |
 LYTS | $7.97M | 1.45% | 0.81% | -30.3% | Q2 2022 |
 VVX | $7.86M | 1.43% | 0.34% | -18.8% | Q4 2025 |
 ARX | $7.5M | 1.37% | 0.39% | +71.7% | Q4 2025 |
 FPS | $7.24M | 1.32% | Not reported | New | Q2 2026 |
 TREE | $6.91M | 1.26% | 1.11% | -11.0% | Q1 2015 |
 UCTT | $6.37M | 1.16% | 0.10% | -75.3% | Q3 2016 |
 ALLT | $6.27M | 1.14% | 1.46% | +1.7% | Q1 2014 |
 CDNL | $6.05M | 1.10% | Not reported | -34.5% | Q1 2026 |
 FROG | $6M | 1.09% | 0.05% | +1.1% | Q3 2023 |
 CALX | $5.97M | 1.09% | 0.25% | -0.3% | Q2 2020 |
 LGN | $5.11M | 0.93% | Not reported | +9.4% | Q1 2026 |
 OPRA | $4.46M | 0.81% | 0.25% | Not reported | Q1 2023 |
 ARLO | $4.45M | 0.81% | 0.31% | +17.0% | Q1 2023 |
 CLS | $4.44M | 0.81% | 0.01% | -64.6% | Q2 2023 |
 HNGE | $3.74M | 0.68% | 0.27% | Not reported | Q2 2025 |
 SITM | $3.73M | 0.68% | 0.02% | -67.6% | Q1 2023 |
 RNG | $3.68M | 0.67% | 0.25% | -21.2% | Q4 2013 |
 VPG | $3.35M | 0.61% | 0.18% | -88.0% | Q4 2025 |
 NET | $3.31M | 0.60% | Not reported | -21.8% | Q1 2020 |
 DCO | $3.2M | 0.58% | 0.11% | -13.7% | Q1 2026 |
 MIAX | $3.16M | 0.58% | 0.09% | +61.6% | Q1 2026 |
| Q1 2026 | |||||
| DAVE | $20.9M | 5.14% | Not reported | -9.7% | Q1 2024 |
| VIAV | $19.1M | 4.70% | 0.25% | -30.4% | Q2 2017 |
| AEIS | $18.9M | 4.64% | 0.15% | -29.4% | Q1 2017 |
| DY | $15.5M | 3.82% | 0.15% | +26.6% | Q3 2022 |
| MOD | $15.1M | 3.72% | 0.13% | -18.9% | Q4 2017 |
| XMTR | $14.9M | 3.68% | 0.79% | +65.1% | Q2 2022 |
| TTMI | $12.3M | 3.02% | 0.12% | +3.7% | Q2 2024 |
| UCTT | $11.3M | 2.77% | 0.40% | Not reported | Q3 2016 |
| SEZL | $10.6M | 2.61% | 0.50% | -3.2% | Q2 2024 |
| STRL | $10.4M | 2.57% | 0.08% | -3.2% | Q1 2023 |
| TSEM | $10.3M | 2.54% | 0.05% | -20.6% | Q3 2014 |
| AIP | $10.2M | 2.52% | 1.35% | +55.7% | Q4 2021 |
| NOVT | $10.2M | 2.50% | 0.24% | Not reported | Q1 2017 |
| PACK | $10.1M | 2.48% | 3.30% | -15.5% | Q4 2020 |
| CLS | $9.68M | 2.38% | 0.03% | -31.1% | Q2 2023 |
| VVX | $8.9M | 2.19% | 0.42% | +170.6% | Q4 2025 |
 FSLY | $8.41M | 2.07% | 0.19% | +26.0% | Q4 2019 |
| VPG | $8.12M | 2.00% | 1.53% | +132.6% | Q4 2025 |
| LYTS | $8M | 1.97% | 1.17% | +41.0% | Q2 2022 |
| CALX | $7.86M | 1.94% | 0.25% | -38.5% | Q2 2020 |
| TREE | $7.52M | 1.85% | 1.26% | +89.6% | Q1 2015 |
| MTSI | $7.33M | 1.80% | 0.04% | -8.4% | Q2 2018 |
| MITK | $6.74M | 1.66% | 1.11% | Not reported | Q2 2016 |
 ALGM | $6.58M | 1.62% | 0.11% | Not reported | Q1 2023 |
| AIR | $6.51M | 1.60% | 0.15% | +6.2% | Q3 2025 |
 IBEX | $5.62M | 1.38% | 1.56% | +110.6% | Q1 2025 |
| PTRN | $5.58M | 1.37% | Not reported | New | Q1 2026 |
| SITM | $5.34M | 1.31% | 0.06% | -43.8% | Q1 2023 |
| ARX | $4.98M | 1.23% | 0.22% | +299.4% | Q4 2025 |
| FEIM | $4.97M | 1.22% | 1.14% | +173.9% | Q4 2024 |
 CHYM | $4.87M | 1.20% | 0.39% | -29.9% | Q2 2025 |
| ALLT | $4.64M | 1.14% | 1.43% | -33.0% | Q1 2014 |
| RNG | $4.45M | 1.10% | 0.32% | Not reported | Q4 2013 |
 WULF | $4.18M | 1.03% | 0.07% | Not reported | Q3 2024 |
| ARLO | $4.01M | 0.99% | 0.26% | +82.0% | Q1 2023 |
| CDNL | $3.89M | 0.96% | Not reported | New | Q1 2026 |
 EVLV | $3.77M | 0.93% | 0.35% | -54.5% | Q3 2021 |
| NET | $3.56M | 0.88% | Not reported | Not reported | Q1 2020 |
| SMTC | $3.45M | 0.85% | 0.05% | Not reported | Q2 2014 |
 REAL | $3.29M | 0.81% | 0.30% | Not reported | Q4 2024 |
 ROC | $3.14M | 0.77% | 2.36% | New | Q1 2026 |
| RELY | $3.12M | 0.77% | 0.09% | Not reported | Q1 2023 |
| LGN | $3.1M | 0.76% | Not reported | New | Q1 2026 |
| FROG | $3.06M | 0.75% | 0.05% | -51.8% | Q3 2023 |
 DSP | $2.87M | 0.71% | Not reported | Not reported | Q3 2023 |
 KN | $2.84M | 0.70% | 0.13% | New | Q1 2026 |
 ALNT | $2.74M | 0.67% | 0.27% | Not reported | Q4 2017 |
 HUT | $2.72M | 0.67% | 0.05% | -10.9% | Q3 2025 |
| VSH | $2.64M | 0.65% | 0.11% | New | Q1 2026 |
| PRCH | $2.58M | 0.64% | 0.29% | -59.9% | Q4 2020 |
| Q4 2025 | |||||
| DAVE | $29.4M | 6.98% | Not reported | -9.2% | Q1 2024 |
| PACK | $18.1M | 4.29% | 3.96% | -14.7% | Q4 2020 |
| AEIS | $17.3M | 4.12% | 0.22% | +47.7% | Q1 2017 |
| CLS | $14.7M | 3.50% | 0.04% | -18.7% | Q2 2023 |
| VIAV | $14.7M | 3.49% | 0.36% | +84.7% | Q2 2017 |
| CALX | $13.8M | 3.28% | 0.39% | +8.8% | Q2 2020 |
| XMTR | $13.2M | 3.13% | 0.48% | Not reported | Q2 2022 |
| DY | $12.2M | 2.91% | 0.13% | Not reported | Q3 2022 |
| MOD | $11.5M | 2.73% | 0.16% | +130.1% | Q4 2017 |
 ALAB | $11.5M | 2.73% | 0.04% | +178.2% | Q3 2024 |
| SEZL | $11M | 2.61% | 0.51% | -1.3% | Q2 2024 |
 PGY | $10.5M | 2.48% | Not reported | -23.2% | Q1 2024 |
| ALLT | $10.2M | 2.43% | 2.14% | -25.7% | Q1 2014 |
 BRZE | $9.95M | 2.37% | 1.36% | Not reported | Q2 2022 |
| EVLV | $9.81M | 2.33% | 0.78% | +10.2% | Q3 2021 |
| SITM | $9.71M | 2.31% | 0.10% | -44.1% | Q1 2023 |
| CHYM | $9.33M | 2.22% | 0.55% | +63.4% | Q2 2025 |
| TSEM | $8.69M | 2.07% | 0.07% | -74.5% | Q3 2014 |
| FROG | $8.47M | 2.01% | 0.11% | -51.5% | Q3 2023 |
| TTMI | $8.38M | 1.99% | 0.12% | +32.4% | Q2 2024 |
| PRCH | $8.21M | 1.95% | 0.72% | -24.1% | Q4 2020 |
| STRL | $8.11M | 1.93% | 0.09% | +17.2% | Q1 2023 |
 PEGA | $7.5M | 1.78% | 0.07% | Not reported | Q2 2014 |
 APPS | $7.02M | 1.67% | 1.17% | -18.3% | Q2 2018 |
| HNGE | $6.97M | 1.66% | 0.92% | -20.4% | Q2 2025 |
 GENI | $6.66M | 1.58% | 6.04% | -33.3% | Q2 2021 |
 MAX | $6.44M | 1.53% | Not reported | +32.3% | Q1 2023 |
| AIP | $6.2M | 1.47% | 0.90% | -3.2% | Q4 2021 |
| MTSI | $6.17M | 1.47% | 0.05% | -50.7% | Q2 2018 |
 CLBT | $5.81M | 1.38% | 0.13% | +222.1% | Q3 2023 |
| LYTS | $5.59M | 1.33% | 0.98% | -14.3% | Q2 2022 |
 AFRM | $4.98M | 1.18% | 0.11% | -44.5% | Q1 2025 |
| TREE | $4.91M | 1.17% | 0.67% | -50.4% | Q1 2015 |
| AIR | $4.64M | 1.10% | 0.14% | +64.7% | Q3 2025 |
 DIBS | $4.05M | 0.96% | 1.84% | New | Q4 2025 |
 OPRX | $3.8M | 0.90% | 1.65% | +72.5% | Q4 2018 |
| IBEX | $3.8M | 0.90% | 0.74% | Not reported | Q1 2025 |
 QTWO | $3.46M | 0.82% | 0.08% | Not reported | Q2 2015 |
 AMPL | $3.29M | 0.78% | Not reported | -40.5% | Q4 2021 |
| VPG | $3.09M | 0.74% | 0.66% | New | Q4 2025 |
| HUT | $2.99M | 0.71% | 0.06% | +551.1% | Q3 2025 |
 UTI | $2.69M | 0.64% | 0.19% | -56.2% | Q2 2024 |
 PAY | $2.69M | 0.64% | 0.08% | Not reported | Q3 2023 |
 VISN | $2.63M | 0.62% | 0.06% | New | Q4 2025 |
| VVX | $2.62M | 0.62% | 0.15% | New | Q4 2025 |
 HIPO | $2.58M | 0.61% | 0.33% | -72.2% | Q2 2025 |
 NPKI | $2.51M | 0.60% | 0.23% | -26.1% | Q2 2025 |
 CAMT | $2.48M | 0.59% | 0.05% | -6.3% | Q3 2020 |
 AMBA | $2.34M | 0.56% | 0.08% | -49.9% | Q4 2013 |
| FSLY | $2.34M | 0.56% | 0.15% | Not reported | Q4 2019 |
| Q3 2025 | |||||
| DAVE | $29.1M | 5.89% | Not reported | +25.3% | Q1 2024 |
| PACK | $22M | 4.45% | 4.64% | -16.0% | Q4 2020 |
| TSEM | $21M | 4.24% | 0.26% | +152.1% | Q3 2014 |
| PRCH | $19.9M | 4.02% | 0.97% | -3.7% | Q4 2020 |
| PGY | $19.3M | 3.91% | Not reported | +156.9% | Q1 2024 |
| CLS | $15.1M | 3.05% | 0.05% | -56.7% | Q2 2023 |
| SITM | $14.8M | 3.00% | 0.19% | +3.3% | Q1 2023 |
| ALLT | $14.8M | 2.99% | 3.01% | -15.6% | Q1 2014 |
| CALX | $14.7M | 2.98% | 0.36% | -21.7% | Q2 2020 |
| SEZL | $13.9M | 2.82% | 0.51% | +15.3% | Q2 2024 |
| OPRA | $13.3M | 2.69% | 0.73% | -7.9% | Q1 2023 |
| FROG | $13.2M | 2.67% | 0.24% | +207.6% | Q3 2023 |
| TREE | $12.1M | 2.44% | 1.37% | -39.0% | Q1 2015 |
| GENI | $11.2M | 2.27% | 4.90% | +13.2% | Q2 2021 |
| HIPO | $11.2M | 2.26% | 1.23% | +415.4% | Q2 2025 |
| APPS | $11M | 2.22% | 1.54% | +21.6% | Q2 2018 |
 TPB | $11M | 2.22% | 0.62% | +214.0% | Q2 2025 |
 CECO | $10.1M | 2.03% | 0.55% | +63.7% | Q2 2018 |
| ARLO | $9.97M | 2.02% | 0.56% | +352.6% | Q1 2023 |
| AEIS | $9.54M | 1.93% | 0.15% | Not reported | Q1 2017 |
| EVLV | $9.39M | 1.90% | 0.72% | Not reported | Q3 2021 |
| HNGE | $9.25M | 1.87% | 1.15% | +1156.8% | Q2 2025 |
| MTSI | $9.09M | 1.84% | 0.10% | +3.7% | Q2 2018 |
| AFRM | $8.8M | 1.78% | 0.20% | +3.6% | Q1 2025 |
| LYTS | $8.41M | 1.70% | 1.15% | -22.4% | Q2 2022 |
| STRL | $7.68M | 1.55% | 0.07% | -55.0% | Q1 2023 |
| UTI | $7.65M | 1.55% | 0.43% | Not reported | Q2 2024 |
| GRSD | $6.78M | 1.37% | 2.39% | -54.0% | Q4 2021 |
 EVER | $6.46M | 1.30% | Not reported | -11.8% | Q1 2019 |
 ODD | $6.14M | 1.24% | Not reported | -29.2% | Q1 2025 |
 DV | $5.99M | 1.21% | 0.31% | -16.9% | Q3 2021 |
| VIAV | $5.67M | 1.15% | 0.20% | Not reported | Q2 2017 |
| AMBA | $5.45M | 1.10% | 0.15% | Not reported | Q4 2013 |
| MOD | $5.32M | 1.07% | 0.07% | -56.9% | Q4 2017 |
| TTMI | $5.29M | 1.07% | 0.09% | -50.4% | Q2 2024 |
 LIF | $5.28M | 1.07% | 0.06% | -79.4% | Q3 2024 |
| AMPL | $5.13M | 1.04% | Not reported | +82.6% | Q4 2021 |
| ALAB | $4.86M | 0.98% | 0.01% | -81.4% | Q3 2024 |
| CHYM | $4.58M | 0.93% | 0.34% | +315.4% | Q2 2025 |
 WLDN | $4.47M | 0.90% | 0.32% | New | Q3 2025 |
| MAX | $4.27M | 0.86% | Not reported | Not reported | Q1 2023 |
| AIP | $4.18M | 0.84% | 0.95% | +41.6% | Q4 2021 |
 GLXY | $3.94M | 0.80% | 116500.00% | New | Q3 2025 |
 SLAB | $3.68M | 0.74% | 0.09% | +55.3% | Q1 2014 |
| OPRX | $3.68M | 0.74% | 0.97% | Not reported | Q4 2018 |
 REAX | $3.32M | 0.67% | 0.38% | -13.2% | Q2 2024 |
 TDUP | $3.3M | 0.67% | 0.28% | Not reported | Q3 2023 |
 GHM | $3.29M | 0.67% | 0.55% | -61.3% | Q4 2019 |
| NPKI | $3.23M | 0.65% | 0.34% | +158.8% | Q2 2025 |
| AIR | $3.05M | 0.62% | 0.09% | New | Q3 2025 |