G2 Investment Partners Management LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| XOMETRY INC | 0 | 221,679 | +221,679 | 0 | 13,183,250 | +13,183,250 |
| DYCOM INDS INC | 0 | 36,200 | +36,200 | 0 | 12,231,980 | +12,231,980 |
| BRAZE INC | 0 | 290,227 | +290,227 | 0 | 9,951,884 | +9,951,884 |
| VIAVI SOLUTIONS INC | 446,700 | 825,000 | +378,300 | 5,668,623 | 14,701,500 | +9,032,877 |
| ADVANCED ENERGY INDS | 56,044 | 82,759 | +26,715 | 9,535,326 | 17,327,252 | +7,791,926 |
| PEGASYSTEMS INC | 0 | 125,594 | +125,594 | 0 | 7,500,474 | +7,500,474 |
| ASTERA LABS INC | 24,833 | 69,073 | +44,240 | 4,862,301 | 11,490,984 | +6,628,683 |
| MODINE MFG CO | 37,410 | 86,093 | +48,683 | 5,318,206 | 11,494,276 | +6,176,070 |
| CHIME FINL INC | 227,019 | 370,846 | +143,827 | 4,578,973 | 9,334,194 | +4,755,221 |
| 1STDIBS COM INC | 0 | 676,850 | +676,850 | 0 | 4,054,332 | +4,054,332 |
| CELLEBRITE DI LTD | 100,000 | 322,071 | +222,071 | 1,853,000 | 5,806,940 | +3,953,940 |
| IBEX LTD | 0 | 99,495 | +99,495 | 0 | 3,798,719 | +3,798,719 |
| Q2 HLDGS INC | 0 | 47,971 | +47,971 | 0 | 3,461,587 | +3,461,587 |
| TTM TECHNOLOGIES INC | 91,792 | 121,508 | +29,716 | 5,287,219 | 8,384,052 | +3,096,833 |
| VISHAY PRECISION GROUP INC | 0 | 80,379 | +80,379 | 0 | 3,094,592 | +3,094,592 |
| PAYMENTUS HOLDINGS INC | 0 | 85,100 | +85,100 | 0 | 2,688,309 | +2,688,309 |
| HUT 8 CORP | 10,000 | 65,108 | +55,108 | 348,100 | 2,991,062 | +2,642,962 |
| COMMSCOPE HLDG CO INC | 0 | 144,800 | +144,800 | 0 | 2,625,224 | +2,625,224 |
| V2X INC | 0 | 48,000 | +48,000 | 0 | 2,618,400 | +2,618,400 |
| FASTLY INC | 0 | 229,900 | +229,900 | 0 | 2,340,382 | +2,340,382 |
| FREQUENCY ELECTRS INC | 0 | 41,000 | +41,000 | 0 | 2,207,440 | +2,207,440 |
| INTAPP INC | 0 | 48,000 | +48,000 | 0 | 2,199,360 | +2,199,360 |
| MEDIAALPHA INC | 375,473 | 496,916 | +121,443 | 4,272,883 | 6,435,062 | +2,162,179 |
| ARTERIS INC | 413,508 | 400,109 | -13,399 | 4,176,431 | 6,201,690 | +2,025,259 |
| AAR CORP | 34,000 | 56,000 | +22,000 | 3,048,780 | 4,636,240 | +1,587,460 |
| ACCELERANT HOLDINGS | 0 | 93,341 | +93,341 | 0 | 1,526,125 | +1,526,125 |
| AGILYSYS INC | 0 | 12,342 | +12,342 | 0 | 1,466,723 | +1,466,723 |
| LIGHTPATH TECHNOLOGIES INC | 0 | 130,292 | +130,292 | 0 | 1,407,154 | +1,407,154 |
| KORNIT DIGITAL LTD | 58,700 | 123,120 | +64,420 | 792,450 | 1,770,466 | +978,016 |
| CS DISCO INC | 0 | 85,013 | +85,013 | 0 | 659,701 | +659,701 |
| SEZZLE INC(Call) | 0 | 10,000 | +10,000 | 0 | 634,750 | +634,750 |
| LENDINGCLUB CORP | 0 | 25,000 | +25,000 | 0 | 473,500 | +473,500 |
| STERLING INFRASTRUCTURE INC | 22,600 | 26,493 | +3,893 | 7,676,768 | 8,112,951 | +436,183 |
| EVOLV TECHNOLOGIES HLDNGS IN | 1,243,581 | 1,370,000 | +126,419 | 9,389,037 | 9,809,200 | +420,163 |
| DAVE INC | 146,121 | 132,668 | -13,453 | 29,129,221 | 29,374,022 | +244,801 |
| OPTIMIZERX CORP | 179,736 | 310,000 | +130,264 | 3,684,588 | 3,800,600 | +116,012 |
| CAMTEK LTD | 24,940 | 23,362 | -1,578 | 2,619,947 | 2,484,432 | -135,515 |
| CELESTICA INC | 61,300 | 49,850 | -11,450 | 15,103,094 | 14,736,159 | -366,935 |
| NPK INTERNATIONAL INC | 285,200 | 210,823 | -74,377 | 3,225,612 | 2,513,010 | -712,602 |
| CALIX INC | 240,000 | 261,000 | +21,000 | 14,728,800 | 13,814,730 | -914,070 |
| THREDUP INC | 349,352 | 340,000 | -9,352 | 3,301,376 | 2,172,600 | -1,128,776 |
| TAT TECHNOLOGIES LTD | 48,700 | 10,000 | -38,700 | 2,144,261 | 446,600 | -1,697,661 |
| AMPLITUDE INC | 478,086 | 284,481 | -193,605 | 5,125,082 | 3,294,290 | -1,830,792 |
| GALAXY DIGITAL INC. | 116,500 | 92,900 | -23,600 | 3,938,865 | 2,077,244 | -1,861,621 |
| GRAHAM CORP | 60,000 | 20,414 | -39,586 | 3,294,000 | 1,311,191 | -1,982,809 |
| THE REAL BROKERAGE INC | 794,829 | 300,000 | -494,829 | 3,322,385 | 1,095,000 | -2,227,385 |
| HINGE HEALTH INC | 188,515 | 150,000 | -38,515 | 9,252,316 | 6,967,500 | -2,284,816 |
| LSI INDS INC OHIO | 356,000 | 305,000 | -51,000 | 8,405,160 | 5,587,600 | -2,817,560 |
| MACOM TECH SOLUTIONS HLDGS I | 73,000 | 36,000 | -37,000 | 9,087,770 | 6,166,080 | -2,921,690 |
| SEZZLE INC | 175,270 | 173,000 | -2,270 | 13,939,223 | 10,981,175 | -2,958,048 |
| LIFE360 INC | 49,715 | 34,653 | -15,062 | 5,284,705 | 2,222,643 | -3,062,062 |
| AMBARELLA INC | 66,000 | 33,078 | -32,922 | 5,446,320 | 2,343,246 | -3,103,074 |
| AFFIRM HLDGS INC | 120,459 | 66,892 | -53,567 | 8,803,144 | 4,978,772 | -3,824,372 |
| ODDITY TECH LTD | 98,600 | 55,000 | -43,600 | 6,142,780 | 2,209,900 | -3,932,880 |
| RANPAK HOLDINGS CORP | 3,914,762 | 3,338,871 | -575,891 | 22,000,962 | 18,063,292 | -3,937,670 |
| DIGITAL TURBINE INC | 1,718,672 | 1,404,079 | -314,593 | 10,999,501 | 7,020,395 | -3,979,106 |
| GENIUS SPORTS LIMITED | 905,800 | 604,000 | -301,800 | 11,213,804 | 6,656,080 | -4,557,724 |
| ALLOT LTD | 1,399,861 | 1,040,000 | -359,861 | 14,810,529 | 10,223,200 | -4,587,329 |
| JFROG LTD | 279,417 | 135,538 | -143,879 | 13,224,807 | 8,465,703 | -4,759,104 |
| UNIVERSAL TECHNICAL INST INC | 235,000 | 103,000 | -132,000 | 7,649,250 | 2,691,390 | -4,957,860 |
| SITIME CORP | 49,182 | 27,488 | -21,694 | 14,819,028 | 9,708,487 | -5,110,541 |
| EVERQUOTE INC | 282,316 | 37,000 | -245,316 | 6,456,567 | 999,000 | -5,457,567 |
| GAMBLING COM GROUP LIMITED | 829,428 | 230,000 | -599,428 | 6,784,721 | 1,255,800 | -5,528,921 |
| LENDINGTREE INC NEW | 186,456 | 92,467 | -93,989 | 12,069,297 | 4,909,073 | -7,160,224 |
| ARLO TECHNOLOGIES INC | 588,311 | 155,000 | -433,311 | 9,971,871 | 2,168,450 | -7,803,421 |
| CECO ENVIRONMENTAL CORP | 196,405 | 30,450 | -165,955 | 10,055,936 | 1,822,433 | -8,233,503 |
| HIPPO HLDGS INC | 308,750 | 85,860 | -222,890 | 11,164,400 | 2,582,669 | -8,581,731 |
| PAGAYA TECHNOLOGIES LTD | 650,969 | 500,000 | -150,969 | 19,327,270 | 10,450,000 | -8,877,270 |
| PORCH GROUP INC | 1,184,270 | 899,000 | -285,270 | 19,872,051 | 8,207,870 | -11,664,181 |
| OPERA LTD | 644,855 | 109,849 | -535,006 | 13,309,807 | 1,555,462 | -11,754,345 |
| TOWER SEMICONDUCTOR LTD | 289,929 | 74,000 | -215,929 | 20,961,867 | 8,689,080 | -12,272,787 |