13F HOLDINGS REPORT
G2 Investment Partners Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005069
Total Value
$494.8M
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DAVE INC | 23834J201 | 146,121 | $29.1M | 5.89% |
| 2 | RANPAK HOLDINGS CORP | PACK | 3,914,762 | $22.0M | 4.45% |
| 3 | TOWER SEMICONDUCTOR LTD | TSEM | 289,929 | $21.0M | 4.24% |
| 4 | PORCH GROUP INC | PRCH | 1,184,270 | $19.9M | 4.02% |
| 5 | PAGAYA TECHNOLOGIES LTD | PGYWW | 650,969 | $19.3M | 3.91% |
| 6 | CELESTICA INC | CLS | 61,300 | $15.1M | 3.05% |
| 7 | SITIME CORP | SITM | 49,182 | $14.8M | 3.00% |
| 8 | ALLOT LTD | ALLT | 1,399,861 | $14.8M | 2.99% |
| 9 | CALIX INC | CALX | 240,000 | $14.7M | 2.98% |
| 10 | SEZZLE INC | SEZL | 175,270 | $13.9M | 2.82% |
| 11 | OPERA LTD | OPRA | 644,855 | $13.3M | 2.69% |
| 12 | JFROG LTD | FROG | 279,417 | $13.2M | 2.67% |
| 13 | LENDINGTREE INC NEW | TREE | 186,456 | $12.1M | 2.44% |
| 14 | GENIUS SPORTS LIMITED | GENI | 905,800 | $11.2M | 2.27% |
| 15 | HIPPO HLDGS INC | HIPOW | 308,750 | $11.2M | 2.26% |
| 16 | DIGITAL TURBINE INC | APPS | 1,718,672 | $11.0M | 2.22% |
| 17 | TURNING PT BRANDS INC | 90041L105 | 111,000 | $11.0M | 2.22% |
| 18 | CECO ENVIRONMENTAL CORP | CECO | 196,405 | $10.1M | 2.03% |
| 19 | ARLO TECHNOLOGIES INC | ARLO | 588,311 | $10.0M | 2.02% |
| 20 | ADVANCED ENERGY INDS | 007973100 | 56,044 | $9.5M | 1.93% |
| 21 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 1,243,581 | $9.4M | 1.90% |
| 22 | HINGE HEALTH INC | HNGE | 188,515 | $9.3M | 1.87% |
| 23 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 73,000 | $9.1M | 1.84% |
| 24 | AFFIRM HLDGS INC | AFRM | 120,459 | $8.8M | 1.78% |
| 25 | LSI INDS INC OHIO | 50216C108 | 356,000 | $8.4M | 1.70% |
| 26 | SEZZLE INC | SEZL | 100,000 | $8.0M | 1.61% |
| 27 | STERLING INFRASTRUCTURE INC | STRL | 22,600 | $7.7M | 1.55% |
| 28 | UNIVERSAL TECHNICAL INST INC | UTI | 235,000 | $7.6M | 1.55% |
| 29 | GAMBLING COM GROUP LIMITED | GAMB | 829,428 | $6.8M | 1.37% |
| 30 | EVERQUOTE INC | EVER | 282,316 | $6.5M | 1.30% |
| 31 | ODDITY TECH LTD | ODD | 98,600 | $6.1M | 1.24% |
| 32 | DOUBLEVERIFY HLDGS INC | DV | 500,000 | $6.0M | 1.21% |
| 33 | VIAVI SOLUTIONS INC | VIAV | 446,700 | $5.7M | 1.15% |
| 34 | AMBARELLA INC | AMBA | 66,000 | $5.4M | 1.10% |
| 35 | MODINE MFG CO | 607828100 | 37,410 | $5.3M | 1.07% |
| 36 | TTM TECHNOLOGIES INC | TTMI | 91,792 | $5.3M | 1.07% |
| 37 | LIFE360 INC | LIFX | 49,715 | $5.3M | 1.07% |
| 38 | AMPLITUDE INC | AMPL | 478,086 | $5.1M | 1.04% |
| 39 | ASTERA LABS INC | ALAB | 24,833 | $4.9M | 0.98% |
| 40 | CHIME FINL INC | 16935C109 | 227,019 | $4.6M | 0.93% |
| 41 | WILLDAN GROUP INC | WLDN | 46,196 | $4.5M | 0.90% |
| 42 | MEDIAALPHA INC | MAX | 375,473 | $4.3M | 0.86% |
| 43 | ARTERIS INC | AIP | 413,508 | $4.2M | 0.84% |
| 44 | GALAXY DIGITAL INC. | GLXY | 116,500 | $3.9M | 0.80% |
| 45 | SILICON LABORATORIES INC | SLAB | 28,100 | $3.7M | 0.74% |
| 46 | OPTIMIZERX CORP | OPRX | 179,736 | $3.7M | 0.74% |
| 47 | THE REAL BROKERAGE INC | 75585H206 | 794,829 | $3.3M | 0.67% |
| 48 | THREDUP INC | TDUP | 349,352 | $3.3M | 0.67% |
| 49 | GRAHAM CORP | GHM | 60,000 | $3.3M | 0.67% |
| 50 | NPK INTERNATIONAL INC | NPKI | 285,200 | $3.2M | 0.65% |
| 51 | AAR CORP | AIR | 34,000 | $3.0M | 0.62% |
| 52 | DOXIMITY INC | DOCS | 38,000 | $2.8M | 0.56% |
| 53 | COURSERA INC | COUR | 227,535 | $2.7M | 0.54% |
| 54 | CAMTEK LTD | CAMT | 24,940 | $2.6M | 0.53% |
| 55 | TAT TECHNOLOGIES LTD | TATT | 48,700 | $2.1M | 0.43% |
| 56 | CELLEBRITE DI LTD | CLBT | 100,000 | $1.9M | 0.37% |
| 57 | COGNYTE SOFTWARE LTD | CGNT | 162,500 | $1.4M | 0.28% |
| 58 | NCINO INC | NCNO | 50,000 | $1.4M | 0.27% |
| 59 | CIRCLE INTERNET GROUP INC | CRCL | 10,000 | $1.3M | 0.27% |
| 60 | EXODUS MOVEMENT INC | EXOD | 37,508 | $1.0M | 0.21% |
| 61 | CURIOSITYSTREAM INC | CURI | 177,200 | $939,160 | 0.19% |
| 62 | CLEARFIELD INC | CLFD | 25,000 | $859,500 | 0.17% |
| 63 | M-TRON INDS INC | 55380K109 | 15,000 | $832,200 | 0.17% |
| 64 | KORNIT DIGITAL LTD | KRNT | 58,700 | $792,450 | 0.16% |
| 65 | ROOT INC | ROOT | 6,800 | $608,668 | 0.12% |
| 66 | HUT 8 CORP | HUT | 10,000 | $348,100 | 0.07% |
| 67 | CARDLYTICS INC | CDLX | 128,132 | $311,361 | 0.06% |
| 68 | TRIVAGO N V | TRVG | 25,840 | $86,176 | 0.02% |
| 69 | M-TRON INDS INC | 55380K125 | 29,454 | $51,545 | 0.01% |