13F HOLDINGS REPORT
G2 Investment Partners Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001132
Total Value
$420.7M
Positions
71
Other Managers
0
Confidential Omitted
No
Holdings (71)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DAVE INC | 23834J201 | 132,668 | $29.4M | 6.98% |
| 2 | RANPAK HOLDINGS CORP | PACK | 3,338,871 | $18.1M | 4.29% |
| 3 | ADVANCED ENERGY INDS | 007973100 | 82,759 | $17.3M | 4.12% |
| 4 | CELESTICA INC | CLS | 49,850 | $14.7M | 3.50% |
| 5 | VIAVI SOLUTIONS INC | VIAV | 825,000 | $14.7M | 3.49% |
| 6 | CALIX INC | CALX | 261,000 | $13.8M | 3.28% |
| 7 | XOMETRY INC | XMTR | 221,679 | $13.2M | 3.13% |
| 8 | DYCOM INDS INC | 267475101 | 36,200 | $12.2M | 2.91% |
| 9 | MODINE MFG CO | 607828100 | 86,093 | $11.5M | 2.73% |
| 10 | ASTERA LABS INC | ALAB | 69,073 | $11.5M | 2.73% |
| 11 | SEZZLE INC | SEZL | 173,000 | $11.0M | 2.61% |
| 12 | PAGAYA TECHNOLOGIES LTD | PGYWW | 500,000 | $10.4M | 2.48% |
| 13 | ALLOT LTD | ALLT | 1,040,000 | $10.2M | 2.43% |
| 14 | BRAZE INC | BRZE | 290,227 | $10.0M | 2.37% |
| 15 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 1,370,000 | $9.8M | 2.33% |
| 16 | SITIME CORP | SITM | 27,488 | $9.7M | 2.31% |
| 17 | CHIME FINL INC | 16935C109 | 370,846 | $9.3M | 2.22% |
| 18 | TOWER SEMICONDUCTOR LTD | TSEM | 74,000 | $8.7M | 2.07% |
| 19 | JFROG LTD | FROG | 135,538 | $8.5M | 2.01% |
| 20 | TTM TECHNOLOGIES INC | TTMI | 121,508 | $8.4M | 1.99% |
| 21 | PORCH GROUP INC | PRCH | 899,000 | $8.2M | 1.95% |
| 22 | STERLING INFRASTRUCTURE INC | STRL | 26,493 | $8.1M | 1.93% |
| 23 | PEGASYSTEMS INC | PEGA | 125,594 | $7.5M | 1.78% |
| 24 | DIGITAL TURBINE INC | APPS | 1,404,079 | $7.0M | 1.67% |
| 25 | HINGE HEALTH INC | HNGE | 150,000 | $7.0M | 1.66% |
| 26 | GENIUS SPORTS LIMITED | GENI | 604,000 | $6.7M | 1.58% |
| 27 | MEDIAALPHA INC | MAX | 496,916 | $6.4M | 1.53% |
| 28 | ARTERIS INC | AIP | 400,109 | $6.2M | 1.47% |
| 29 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 36,000 | $6.2M | 1.47% |
| 30 | CELLEBRITE DI LTD | CLBT | 322,071 | $5.8M | 1.38% |
| 31 | LSI INDS INC OHIO | 50216C108 | 305,000 | $5.6M | 1.33% |
| 32 | AFFIRM HLDGS INC | AFRM | 66,892 | $5.0M | 1.18% |
| 33 | LENDINGTREE INC NEW | TREE | 92,467 | $4.9M | 1.17% |
| 34 | AAR CORP | AIR | 56,000 | $4.6M | 1.10% |
| 35 | 1STDIBS COM INC | DIBS | 676,850 | $4.1M | 0.96% |
| 36 | OPTIMIZERX CORP | OPRX | 310,000 | $3.8M | 0.90% |
| 37 | IBEX LTD | IBEX | 99,495 | $3.8M | 0.90% |
| 38 | Q2 HLDGS INC | QTWO | 47,971 | $3.5M | 0.82% |
| 39 | AMPLITUDE INC | AMPL | 284,481 | $3.3M | 0.78% |
| 40 | VISHAY PRECISION GROUP INC | VPG | 80,379 | $3.1M | 0.74% |
| 41 | HUT 8 CORP | HUT | 65,108 | $3.0M | 0.71% |
| 42 | UNIVERSAL TECHNICAL INST INC | UTI | 103,000 | $2.7M | 0.64% |
| 43 | PAYMENTUS HOLDINGS INC | PAY | 85,100 | $2.7M | 0.64% |
| 44 | COMMSCOPE HLDG CO INC | 20337X109 | 144,800 | $2.6M | 0.62% |
| 45 | V2X INC | VVX | 48,000 | $2.6M | 0.62% |
| 46 | HIPPO HLDGS INC | HIPOW | 85,860 | $2.6M | 0.61% |
| 47 | NPK INTERNATIONAL INC | NPKI | 210,823 | $2.5M | 0.60% |
| 48 | CAMTEK LTD | CAMT | 23,362 | $2.5M | 0.59% |
| 49 | AMBARELLA INC | AMBA | 33,078 | $2.3M | 0.56% |
| 50 | FASTLY INC | FSLY | 229,900 | $2.3M | 0.56% |
| 51 | LIFE360 INC | LIFX | 34,653 | $2.2M | 0.53% |
| 52 | ODDITY TECH LTD | ODD | 55,000 | $2.2M | 0.53% |
| 53 | FREQUENCY ELECTRS INC | FRQN | 41,000 | $2.2M | 0.52% |
| 54 | INTAPP INC | INTA | 48,000 | $2.2M | 0.52% |
| 55 | THREDUP INC | TDUP | 340,000 | $2.2M | 0.52% |
| 56 | ARLO TECHNOLOGIES INC | ARLO | 155,000 | $2.2M | 0.52% |
| 57 | GALAXY DIGITAL INC. | GLXY | 92,900 | $2.1M | 0.49% |
| 58 | CECO ENVIRONMENTAL CORP | CECO | 30,450 | $1.8M | 0.43% |
| 59 | KORNIT DIGITAL LTD | KRNT | 123,120 | $1.8M | 0.42% |
| 60 | OPERA LTD | OPRA | 109,849 | $1.6M | 0.37% |
| 61 | ACCELERANT HOLDINGS | ARX | 93,341 | $1.5M | 0.36% |
| 62 | AGILYSYS INC | AGYS | 12,342 | $1.5M | 0.35% |
| 63 | LIGHTPATH TECHNOLOGIES INC | LPTH | 130,292 | $1.4M | 0.33% |
| 64 | GRAHAM CORP | GHM | 20,414 | $1.3M | 0.31% |
| 65 | GAMBLING COM GROUP LIMITED | GAMB | 230,000 | $1.3M | 0.30% |
| 66 | THE REAL BROKERAGE INC | 75585H206 | 300,000 | $1.1M | 0.26% |
| 67 | EVERQUOTE INC | EVER | 37,000 | $999,000 | 0.24% |
| 68 | CS DISCO INC | LAW | 85,013 | $659,701 | 0.16% |
| 69 | SEZZLE INC | SEZL | 10,000 | $634,750 | 0.15% |
| 70 | LENDINGCLUB CORP | LC | 25,000 | $473,500 | 0.11% |
| 71 | TAT TECHNOLOGIES LTD | TATT | 10,000 | $446,600 | 0.11% |