G2 Investment Partners Management

G2 Investment Partners Management as of Sept. 30, 2025

Portfolio Holdings for G2 Investment Partners Management

G2 Investment Partners Management holds 68 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dave Class A Com New (DAVE) 5.9 $29M 146k 199.35
Ranpak Holdings Corp Com Cl A (PACK) 4.4 $22M 3.9M 5.62
Sezzle (SEZL) 4.4 $22M 275k 79.53
Tower Semiconductor Shs New (TSEM) 4.2 $21M 290k 72.30
Porch Group (PRCH) 4.0 $20M 1.2M 16.78
Pagaya Technologies Cl A New (PGY) 3.9 $19M 651k 29.69
Celestica (CLS) 3.1 $15M 61k 246.38
Sitime Corp (SITM) 3.0 $15M 49k 301.31
Allot SHS (ALLT) 3.0 $15M 1.4M 10.58
Calix (CALX) 3.0 $15M 240k 61.37
Opera Sponsored Ads (OPRA) 2.7 $13M 645k 20.64
Jfrog Ord Shs (FROG) 2.7 $13M 279k 47.33
Tree (TREE) 2.4 $12M 187k 64.73
Genius Sports Shares Cl A (GENI) 2.3 $11M 906k 12.38
Hippo Hldgs Com New (HIPO) 2.3 $11M 309k 36.16
Digital Turbine Com New (APPS) 2.2 $11M 1.7M 6.40
Turning Pt Brands (TPB) 2.2 $11M 111k 98.86
CECO Environmental (CECO) 2.0 $10M 196k 51.20
Arlo Technologies (ARLO) 2.0 $10M 588k 16.95
Advanced Energy Industries (AEIS) 1.9 $9.5M 56k 170.14
Evolv Technologies Hldngs In Com Cl A (EVLV) 1.9 $9.4M 1.2M 7.55
Hinge Health Cl A (HNGE) 1.9 $9.3M 189k 49.08
M/a (MTSI) 1.8 $9.1M 73k 124.49
Affirm Hldgs Com Cl A (AFRM) 1.8 $8.8M 121k 73.08
LSI Industries (LYTS) 1.7 $8.4M 356k 23.61
Sterling Construction Company (STRL) 1.6 $7.7M 23k 339.68
Universal Technical Institute (UTI) 1.5 $7.6M 235k 32.55
Gambling Com Group Ordinary Shares (GAMB) 1.4 $6.8M 829k 8.18
Everquote Com Cl A (EVER) 1.3 $6.5M 282k 22.87
Oddity Tech Shs Cl A (ODD) 1.2 $6.1M 99k 62.30
DV (DV) 1.2 $6.0M 500k 11.98
Viavi Solutions Inc equities (VIAV) 1.1 $5.7M 447k 12.69
Ambarella SHS (AMBA) 1.1 $5.4M 66k 82.52
Modine Manufacturing (MOD) 1.1 $5.3M 37k 142.16
TTM Technologies (TTMI) 1.1 $5.3M 92k 57.60
Life360 (LIF) 1.1 $5.3M 50k 106.30
Amplitude Com Cl A (AMPL) 1.0 $5.1M 478k 10.72
Astera Labs (ALAB) 1.0 $4.9M 25k 195.80
Chime Finl Com Shs Cl A (CHYM) 0.9 $4.6M 227k 20.17
Willdan (WLDN) 0.9 $4.5M 46k 96.69
Mediaalpha Cl A (MAX) 0.9 $4.3M 376k 11.38
Arteris (AIP) 0.8 $4.2M 414k 10.10
Galaxy Digital Cl A (GLXY) 0.8 $3.9M 117k 33.81
Silicon Laboratories (SLAB) 0.7 $3.7M 28k 131.13
Optimizerx Corp Com New (OPRX) 0.7 $3.7M 180k 20.50
The Real Brokerage Com New (REAX) 0.7 $3.3M 795k 4.18
Thredup Cl A (TDUP) 0.7 $3.3M 349k 9.45
Graham Corporation (GHM) 0.7 $3.3M 60k 54.90
Npk International Com Shs (NPKI) 0.7 $3.2M 285k 11.31
Aar (AIR) 0.6 $3.0M 34k 89.67
Doximity Cl A (DOCS) 0.6 $2.8M 38k 73.15
Coursera (COUR) 0.5 $2.7M 228k 11.71
Camtek Ord (CAMT) 0.5 $2.6M 25k 105.05
Tat Technologies Ord New (TATT) 0.4 $2.1M 49k 44.03
Cellebrite Di Ordinary Shares (CLBT) 0.4 $1.9M 100k 18.53
Cognyte Software Ord Shs (CGNT) 0.3 $1.4M 163k 8.40
Ncino (NCNO) 0.3 $1.4M 50k 27.11
Circle Internet Group Com Cl A (CRCL) 0.3 $1.3M 10k 132.58
Exodus Movement Com Cl A (EXOD) 0.2 $1.0M 38k 27.78
Curiositystream Com Cl A (CURI) 0.2 $939k 177k 5.30
Clearfield (CLFD) 0.2 $860k 25k 34.38
M-tron Inds (MPTI) 0.2 $832k 15k 55.48
Kornit Digital SHS (KRNT) 0.2 $793k 59k 13.50
Root Cl A New (ROOT) 0.1 $609k 6.8k 89.51
Hut 8 Corp (HUT) 0.1 $348k 10k 34.81
Cardlytics (CDLX) 0.1 $311k 128k 2.43
Trivago N V Spon Ads A Shs N (TRVG) 0.0 $86k 26k 3.33
M-tron Inds *w Exp 04/25/202 (MPTI.WS) 0.0 $52k 30k 1.75