G2 Investment Partners Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, G2 Investment Partners Management LLC held in its portfolio 70 assets valued at $420,664,933 (i.e. $420.67M).
The most valuable assets in the portfolio included: DAVE INC ($29.37M), RANPAK HOLDINGS CORP ($18.06M), and ADVANCED ENERGY INDS ($17.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 70 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
G2 Investment Partners Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DAVE INC | 132668 | 29374022 | CLASS A COM NEW |
| RANPAK HOLDINGS CORP | 3338871 | 18063292 | COM CL A |
| ADVANCED ENERGY INDS | 82759 | 17327252 | COM |
| CELESTICA INC | 49850 | 14736159 | COM |
| VIAVI SOLUTIONS INC | 825000 | 14701500 | COM |
| CALIX INC | 261000 | 13814730 | COM |
| XOMETRY INC | 221679 | 13183250 | CLASS A COM |
| DYCOM INDS INC | 36200 | 12231980 | COM |
| SEZZLE INC | 183000 | 11615925 | COM |
| MODINE MFG CO | 86093 | 11494276 | COM |
| ASTERA LABS INC | 69073 | 11490984 | COM |
| PAGAYA TECHNOLOGIES LTD | 500000 | 10450000 | CL A NEW |
| ALLOT LTD | 1040000 | 10223200 | SHS |
| BRAZE INC | 290227 | 9951884 | COM CL A |
| EVOLV TECHNOLOGIES HLDNGS IN | 1370000 | 9809200 | COM CL A |
| SITIME CORP | 27488 | 9708487 | COM |
| CHIME FINL INC | 370846 | 9334194 | COM SHS CL A |
| TOWER SEMICONDUCTOR LTD | 74000 | 8689080 | SHS NEW |
| JFROG LTD | 135538 | 8465703 | ORD SHS |
| TTM TECHNOLOGIES INC | 121508 | 8384052 | COM |
| PORCH GROUP INC | 899000 | 8207870 | COM |
| STERLING INFRASTRUCTURE INC | 26493 | 8112951 | COM |
| PEGASYSTEMS INC | 125594 | 7500474 | COM |
| DIGITAL TURBINE INC | 1404079 | 7020395 | COM NEW |
| HINGE HEALTH INC | 150000 | 6967500 | CL A |
| GENIUS SPORTS LIMITED | 604000 | 6656080 | SHARES CL A |
| MEDIAALPHA INC | 496916 | 6435062 | CL A |
| ARTERIS INC | 400109 | 6201690 | COM |
| MACOM TECH SOLUTIONS HLDGS I | 36000 | 6166080 | COM |
| CELLEBRITE DI LTD | 322071 | 5806940 | ORDINARY SHARES |
| LSI INDS INC OHIO | 305000 | 5587600 | COM |
| AFFIRM HLDGS INC | 66892 | 4978772 | COM CL A |
| LENDINGTREE INC NEW | 92467 | 4909073 | COM |
| AAR CORP | 56000 | 4636240 | COM |
| 1STDIBS COM INC | 676850 | 4054332 | COM |
| OPTIMIZERX CORP | 310000 | 3800600 | COM NEW |
| IBEX LTD | 99495 | 3798719 | SHS NEW |
| Q2 HLDGS INC | 47971 | 3461587 | COM |
| AMPLITUDE INC | 284481 | 3294290 | COM CL A |
| VISHAY PRECISION GROUP INC | 80379 | 3094592 | COM |
| HUT 8 CORP | 65108 | 2991062 | COM |
| UNIVERSAL TECHNICAL INST INC | 103000 | 2691390 | COM |
| PAYMENTUS HOLDINGS INC | 85100 | 2688309 | COM CL A |
| COMMSCOPE HLDG CO INC | 144800 | 2625224 | COM |
| V2X INC | 48000 | 2618400 | COM |
| HIPPO HLDGS INC | 85860 | 2582669 | COM NEW |
| NPK INTERNATIONAL INC | 210823 | 2513010 | COM SHS |
| CAMTEK LTD | 23362 | 2484432 | ORD |
| AMBARELLA INC | 33078 | 2343246 | SHS |
| FASTLY INC | 229900 | 2340382 | CL A |
| LIFE360 INC | 34653 | 2222643 | COM |
| ODDITY TECH LTD | 55000 | 2209900 | SHS CL A |
| FREQUENCY ELECTRS INC | 41000 | 2207440 | COM |
| INTAPP INC | 48000 | 2199360 | COM |
| THREDUP INC | 340000 | 2172600 | CL A |
| ARLO TECHNOLOGIES INC | 155000 | 2168450 | COM |
| GALAXY DIGITAL INC. | 92900 | 2077244 | CL A |
| CECO ENVIRONMENTAL CORP | 30450 | 1822433 | COM |
| KORNIT DIGITAL LTD | 123120 | 1770466 | SHS |
| OPERA LTD | 109849 | 1555462 | SPONSORED ADS |
| ACCELERANT HOLDINGS | 93341 | 1526125 | CL A |
| AGILYSYS INC | 12342 | 1466723 | COM |
| LIGHTPATH TECHNOLOGIES INC | 130292 | 1407154 | COM CL A |
| GRAHAM CORP | 20414 | 1311191 | COM |
| GAMBLING COM GROUP LIMITED | 230000 | 1255800 | ORDINARY SHARES |
| THE REAL BROKERAGE INC | 300000 | 1095000 | COM NEW |
| EVERQUOTE INC | 37000 | 999000 | COM CL A |
| CS DISCO INC | 85013 | 659701 | COM |
| LENDINGCLUB CORP | 25000 | 473500 | COM NEW |
| TAT TECHNOLOGIES LTD | 10000 | 446600 | ORD NEW |
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