13F HOLDINGS REPORT
G2 Investment Partners Management LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001172661-25-003484
Total Value
$456.4M
Positions
60
Other Managers
0
Confidential Omitted
No
Holdings (60)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DAVE INC | 23834J201 | 116,576 | $31.3M | 6.86% |
| 2 | SEZZLE INC | SEZL | 151,980 | $27.2M | 5.97% |
| 3 | CELESTICA INC | CLS | 141,500 | $22.1M | 4.84% |
| 4 | GAMBLING COM GROUP LIMITED | GAMB | 1,802,443 | $21.4M | 4.70% |
| 5 | RANPAK HOLDINGS CORP | PACK | 4,660,451 | $16.6M | 3.65% |
| 6 | CALIX INC | CALX | 306,622 | $16.3M | 3.57% |
| 7 | LIFE360 INC | LIFX | 241,129 | $15.7M | 3.45% |
| 8 | PORCH GROUP INC | PRCH | 1,229,183 | $14.5M | 3.18% |
| 9 | ALLOT LTD | ALLT | 1,657,913 | $14.2M | 3.11% |
| 10 | OPERA LTD | OPRA | 700,000 | $13.2M | 2.90% |
| 11 | ASTERA LABS INC | ALAB | 133,699 | $12.1M | 2.65% |
| 12 | STERLING INFRASTRUCTURE INC | STRL | 50,165 | $11.6M | 2.54% |
| 13 | LENDINGTREE INC NEW | TREE | 305,573 | $11.3M | 2.48% |
| 14 | CYBERARK SOFTWARE LTD | M2682V108 | 27,578 | $11.2M | 2.46% |
| 15 | ODDITY TECH LTD | ODD | 139,320 | $10.5M | 2.30% |
| 16 | SITIME CORP | SITM | 47,600 | $10.1M | 2.22% |
| 17 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 70,417 | $10.1M | 2.21% |
| 18 | CLEARFIELD INC | CLFD | 230,869 | $10.0M | 2.20% |
| 19 | DOUBLEVERIFY HLDGS INC | DV | 602,000 | $9.0M | 1.97% |
| 20 | MODINE MFG CO | 607828100 | 86,762 | $8.5M | 1.87% |
| 21 | DIGITAL TURBINE INC | APPS | 1,413,800 | $8.3M | 1.83% |
| 22 | GENIUS SPORTS LIMITED | GENI | 800,000 | $8.3M | 1.82% |
| 23 | AFFIRM HLDGS INC | AFRM | 116,319 | $8.0M | 1.76% |
| 24 | UNIVERSAL TECHNICAL INST INC | UTI | 235,000 | $8.0M | 1.75% |
| 25 | LSI INDS INC OHIO | 50216C108 | 458,800 | $7.8M | 1.71% |
| 26 | EVERQUOTE INC | EVER | 320,000 | $7.7M | 1.70% |
| 27 | GRAHAM CORP | GHM | 155,132 | $7.7M | 1.68% |
| 28 | ROOT INC | ROOT | 59,900 | $7.7M | 1.68% |
| 29 | TTM TECHNOLOGIES INC | TTMI | 185,000 | $7.6M | 1.65% |
| 30 | MNTN INC | MNTN | 319,883 | $7.0M | 1.53% |
| 31 | PAGAYA TECHNOLOGIES LTD | PGYWW | 253,437 | $5.4M | 1.18% |
| 32 | REMITLY GLOBAL INC | RELY | 270,317 | $5.1M | 1.11% |
| 33 | TOWER SEMICONDUCTOR LTD | TSEM | 115,000 | $5.0M | 1.09% |
| 34 | RUSH STREET INTERACTIVE INC | RSI | 313,000 | $4.7M | 1.02% |
| 35 | ALLEGRO MICROSYSTEMS INC | ALGM | 130,000 | $4.4M | 0.97% |
| 36 | UPSTART HLDGS INC | UPST | 67,500 | $4.4M | 0.96% |
| 37 | THE REAL BROKERAGE INC | 75585H206 | 915,300 | $4.1M | 0.90% |
| 38 | JFROG LTD | FROG | 90,826 | $4.0M | 0.87% |
| 39 | CECO ENVIRONMENTAL CORP | CECO | 120,000 | $3.4M | 0.74% |
| 40 | ALKAMI TECHNOLOGY INC | ALKT | 110,000 | $3.3M | 0.73% |
| 41 | AMPLITUDE INC | AMPL | 261,800 | $3.2M | 0.71% |
| 42 | CAMTEK LTD | CAMT | 35,919 | $3.0M | 0.67% |
| 43 | ARTERIS INC | AIP | 291,980 | $2.8M | 0.61% |
| 44 | NEXXEN INTL LTD | M8T80P204 | 260,000 | $2.7M | 0.59% |
| 45 | TURNING PT BRANDS INC | 90041L105 | 35,347 | $2.7M | 0.59% |
| 46 | SILICON LABORATORIES INC | SLAB | 18,100 | $2.7M | 0.58% |
| 47 | COGNYTE SOFTWARE LTD | CGNT | 266,262 | $2.5M | 0.54% |
| 48 | CIRCLE INTERNET GROUP INC | CRCL | 12,404 | $2.2M | 0.49% |
| 49 | ARLO TECHNOLOGIES INC | ARLO | 130,000 | $2.2M | 0.48% |
| 50 | M-TRON INDS INC | 55380K109 | 51,336 | $2.2M | 0.47% |
| 51 | TRIVAGO N V | TRVG | 526,678 | $2.0M | 0.44% |
| 52 | CHIME FINL INC | 16935C109 | 54,651 | $1.9M | 0.41% |
| 53 | HIPPO HLDGS INC | HIPOW | 59,900 | $1.7M | 0.37% |
| 54 | PHIBRO ANIMAL HEALTH CORP | PAHC | 55,000 | $1.4M | 0.31% |
| 55 | KORNIT DIGITAL LTD | KRNT | 58,700 | $1.2M | 0.26% |
| 56 | Q2 HLDGS INC | QTWO | 10,601 | $992,148 | 0.22% |
| 57 | NPK INTERNATIONAL INC | NPKI | 110,200 | $937,802 | 0.21% |
| 58 | HINGE HEALTH INC | HNGE | 15,000 | $776,250 | 0.17% |
| 59 | SELECTQUOTE INC | SLQT | 128,426 | $305,654 | 0.07% |
| 60 | M-TRON INDS INC | 55380K125 | 29,454 | $30,526 | 0.01% |