G2 Investment Partners Management LLC
CIK: 1593404
Holdings (73)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- XMTR
XOMETRY INC
$30.73M
318,424 sh5.60%-13.0% - BAND
BANDWIDTH INC
$23.23M
366,938 sh4.23%New - DAVE
DAVE INC
$21.23M
56,991 sh3.87%-52.4% - SEZL
SEZZLE INC
$20.41M
118,907 sh3.72%-29.0% - AEIS
ADVANCED ENERGY INDS
$19.76M
53,000 sh3.60%-9.3% - VIAV
VIAVI SOLUTIONS INC
$17.81M
372,900 sh3.24%-35.0% - NAVN
NAVAN INC
$15.84M
692,719 sh2.89%+503.9% - RELY
REMITLY GLOBAL INC
$14.88M
664,208 sh2.71%+233.1% - SMTC
SEMTECH CORP
$14.26M
88,083 sh2.60%+96.2% - DIOD
DIODES INC
$14.22M
129,930 sh2.59%+271.2% - FEIM
FREQUENCY ELECTRS INC
$13.45M
202,655 sh2.45%+80.5% - DY
DYCOM INDS INC
$12.64M
25,000 sh2.30%-45.5% - LFUS
LITTELFUSE INC
$12.51M
27,475 sh2.28%New - MITK
MITEK SYS INC
$12.5M
621,016 sh2.28%+24.4% - TWLO
TWILIO INC
$12.38M
60,004 sh2.26%New - TTMI
TTM TECHNOLOGIES INC
$12.25M
65,500 sh2.23%-48.0% - VSH
VISHAY INTERTECHNOLOGY INC
$11.96M
222,300 sh2.18%+51.5% - MTSI
MACOM TECH SOLUTIONS HLDGS I
$11.13M
29,269 sh2.03%-11.3% - PRCH
PORCH GROUP INC
$11.07M
736,046 sh2.02%+104.3% - TSEM
TOWER SEMICONDUCTOR LTD
$10.69M
41,000 sh1.95%-30.3% - NOVT
NOVANTA INC
$10.66M
65,685 sh1.94%-23.6% - FLYW
FLYWIRE CORPORATION
$10.43M
593,786 sh1.90%New - AIR
AAR CORP
$10.29M
72,000 sh1.87%+21.1% - PTRN
PATTERN GROUP INC
$9.45M
375,045 sh1.72%-16.5% - KRNT
KORNIT DIGITAL LTD
$9.25M
569,514 sh1.69%+776.2% - PACK
RANPAK HOLDINGS CORP
$9.14M
1.25M sh1.66%-55.7% - AIP
ARTERIS INC
$8.91M
183,386 sh1.62%-70.6% - STRL
STERLING INFRASTRUCTURE INC
$8.48M
10,100 sh1.54%-60.6% - MOD
MODINE MFG CO
$8.28M
31,000 sh1.51%-55.6% - LYTS
LSI INDS INC OHIO
$7.97M
300,000 sh1.45%-30.3% - VVX
V2X INC
$7.86M
105,449 sh1.43%-18.8% - ARX
ACCELERANT HOLDINGS
$7.5M
640,000 sh1.37%+71.7% - FPS
FORGENT POWER SOLUTIONS INC
$7.24M
129,605 sh1.32%New - TREE
LENDINGTREE INC
$6.91M
155,992 sh1.26%-11.0% - UCTT
ULTRA CLEAN HLDGS INC
$6.37M
44,700 sh1.16%-75.3% - ALLT
ALLOT LTD
$6.27M
708,913 sh1.14%+1.7% - CDNL
CARDINAL INFRASTRUCTURE GROU
$6.05M
64,181 sh1.10%-34.5% - FROG
JFROG LTD
$6M
66,000 sh1.09%+1.1% - CALX
CALIX INC
$5.97M
160,000 sh1.09%-0.3% - LGN
LEGENCE CORP
$5.11M
60,000 sh0.93%+9.4% - OPRA
OPERA LTD
$4.46M
225,000 sh0.81%New - ARLO
ARLO TECHNOLOGIES INC
$4.45M
330,000 sh0.81%+17.0% - CLS
CELESTICA INC
$4.44M
12,169 sh0.81%-64.6% - HNGE
HINGE HEALTH INC
$3.73M
45,000 sh0.68%New - SITM
SITIME CORP
$3.73M
5,000 sh0.68%-67.6% - RNG
RINGCENTRAL INC
$3.68M
94,308 sh0.67%-21.2% - VPG
VISHAY PRECISION GROUP INC
$3.35M
22,368 sh0.61%-88.0% - NET
CLOUDFLARE INC
$3.31M
13,500 sh0.60%-21.8% - DCO
DUCOMMUN INC DEL
$3.2M
17,270 sh0.58%-13.7% - MIAX
MIAMI INTL HLDGS INC
$3.16M
85,000 sh0.58%+61.6%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 XMTR XOMETRY INC | 318,424 | $30.73M | -13.0% | 5.60% | Q2 2026 |
 BAND BANDWIDTH INC | 366,938 | $23.23M | New | 4.23% | Q2 2026 |
 DAVE DAVE INC | 56,991 | $21.23M | -52.4% | 3.87% | Q2 2026 |
 SEZL SEZZLE INC | 118,907 | $20.41M | -29.0% | 3.72% | Q2 2026 |
 AEIS ADVANCED ENERGY INDS | 53,000 | $19.76M | -9.3% | 3.60% | Q2 2026 |
 VIAV VIAVI SOLUTIONS INC | 372,900 | $17.81M | -35.0% | 3.24% | Q2 2026 |
 NAVN NAVAN INC | 692,719 | $15.84M | +503.9% | 2.89% | Q2 2026 |
 RELY REMITLY GLOBAL INC | 664,208 | $14.88M | +233.1% | 2.71% | Q2 2026 |
 SMTC SEMTECH CORP | 88,083 | $14.26M | +96.2% | 2.60% | Q2 2026 |
 DIOD DIODES INC | 129,930 | $14.22M | +271.2% | 2.59% | Q2 2026 |
 FEIM FREQUENCY ELECTRS INC | 202,655 | $13.45M | +80.5% | 2.45% | Q2 2026 |
 DY DYCOM INDS INC | 25,000 | $12.64M | -45.5% | 2.30% | Q2 2026 |
 LFUS LITTELFUSE INC | 27,475 | $12.51M | New | 2.28% | Q2 2026 |
 MITK MITEK SYS INC | 621,016 | $12.5M | +24.4% | 2.28% | Q2 2026 |
 TWLO TWILIO INC | 60,004 | $12.38M | New | 2.26% | Q2 2026 |
 TTMI TTM TECHNOLOGIES INC | 65,500 | $12.25M | -48.0% | 2.23% | Q2 2026 |
 VSH VISHAY INTERTECHNOLOGY INC | 222,300 | $11.96M | +51.5% | 2.18% | Q2 2026 |
 MTSI MACOM TECH SOLUTIONS HLDGS I | 29,269 | $11.13M | -11.3% | 2.03% | Q2 2026 |
 PRCH PORCH GROUP INC | 736,046 | $11.07M | +104.3% | 2.02% | Q2 2026 |
 TSEM TOWER SEMICONDUCTOR LTD | 41,000 | $10.69M | -30.3% | 1.95% | Q2 2026 |
 NOVT NOVANTA INC | 65,685 | $10.66M | -23.6% | 1.94% | Q2 2026 |
 FLYW FLYWIRE CORPORATION | 593,786 | $10.43M | New | 1.90% | Q2 2026 |
 AIR AAR CORP | 72,000 | $10.29M | +21.1% | 1.87% | Q2 2026 |
 PTRN PATTERN GROUP INC | 375,045 | $9.45M | -16.5% | 1.72% | Q2 2026 |
 KRNT KORNIT DIGITAL LTD | 569,514 | $9.25M | +776.2% | 1.69% | Q2 2026 |
 PACK RANPAK HOLDINGS CORP | 1.25M | $9.14M | -55.7% | 1.66% | Q2 2026 |
 AIP ARTERIS INC | 183,386 | $8.91M | -70.6% | 1.62% | Q2 2026 |
 STRL STERLING INFRASTRUCTURE INC | 10,100 | $8.48M | -60.6% | 1.54% | Q2 2026 |
 MOD MODINE MFG CO | 31,000 | $8.28M | -55.6% | 1.51% | Q2 2026 |
 LYTS LSI INDS INC OHIO | 300,000 | $7.97M | -30.3% | 1.45% | Q2 2026 |
 VVX V2X INC | 105,449 | $7.86M | -18.8% | 1.43% | Q2 2026 |
 ARX ACCELERANT HOLDINGS | 640,000 | $7.5M | +71.7% | 1.37% | Q2 2026 |
 FPS FORGENT POWER SOLUTIONS INC | 129,605 | $7.24M | New | 1.32% | Q2 2026 |
 TREE LENDINGTREE INC | 155,992 | $6.91M | -11.0% | 1.26% | Q2 2026 |
 UCTT ULTRA CLEAN HLDGS INC | 44,700 | $6.37M | -75.3% | 1.16% | Q2 2026 |
 ALLT ALLOT LTD | 708,913 | $6.27M | +1.7% | 1.14% | Q2 2026 |
 CDNL CARDINAL INFRASTRUCTURE GROU | 64,181 | $6.05M | -34.5% | 1.10% | Q2 2026 |
 FROG JFROG LTD | 66,000 | $6M | +1.1% | 1.09% | Q2 2026 |
 CALX CALIX INC | 160,000 | $5.97M | -0.3% | 1.09% | Q2 2026 |
 LGN LEGENCE CORP | 60,000 | $5.11M | +9.4% | 0.93% | Q2 2026 |
 OPRA OPERA LTD | 225,000 | $4.46M | New | 0.81% | Q2 2026 |
 ARLO ARLO TECHNOLOGIES INC | 330,000 | $4.45M | +17.0% | 0.81% | Q2 2026 |
 CLS CELESTICA INC | 12,169 | $4.44M | -64.6% | 0.81% | Q2 2026 |
 HNGE HINGE HEALTH INC | 45,000 | $3.73M | New | 0.68% | Q2 2026 |
 SITM SITIME CORP | 5,000 | $3.73M | -67.6% | 0.68% | Q2 2026 |
 RNG RINGCENTRAL INC | 94,308 | $3.68M | -21.2% | 0.67% | Q2 2026 |
 VPG VISHAY PRECISION GROUP INC | 22,368 | $3.35M | -88.0% | 0.61% | Q2 2026 |
 NET CLOUDFLARE INC | 13,500 | $3.31M | -21.8% | 0.60% | Q2 2026 |
 DCO DUCOMMUN INC DEL | 17,270 | $3.2M | -13.7% | 0.58% | Q2 2026 |
 MIAX MIAMI INTL HLDGS INC | 85,000 | $3.16M | +61.6% | 0.58% | Q2 2026 |
1-50 of 73 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About G2 Investment Partners Management LLC
G2 Investment Partners Management LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1593404). Signal8 holds 20 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 73 securities, not counting options, up from 71 in Q1 2026.
Its five largest reported positions, in order, are XOMETRY INC (XMTR), BANDWIDTH INC (BAND), DAVE INC (DAVE), SEZZLE INC (SEZL) and ADVANCED ENERGY INDS (AEIS). The next five are VIAVI SOLUTIONS INC (VIAV), NAVAN INC (NAVN), REMITLY GLOBAL INC (RELY), SEMTECH CORP (SMTC) and DIODES INC (DIOD).
Recent 13F filings by G2 Investment Partners Management LLC
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 73 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 71 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 70 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 68 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 60 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 54 securities.