G2 Investment Partners Management LLC Top Holdings and 13F Report (2025) About G2 Investment Partners Management LLCInvestment ActivityG2 Investment Partners Management LLC has $456.38 million in total holdings as of June 30, 2025.G2 Investment Partners Management LLC owns shares of 60 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 37.10% of the portfolio was purchased this quarter.About 44.39% of the portfolio was sold this quarter.This quarter, G2 Investment Partners Management LLC has purchased 54 new stocks and bought additional shares in 16 stocks.G2 Investment Partners Management LLC sold shares of 18 stocks and completely divested from 20 stocks this quarter.Largest Holdings Dave $31,290,164SEZZLE INC $27,242,415CELESTICA INC $22,089,565Gambling.com Group $21,431,047Ranpak $16,637,810 Largest New Holdings this Quarter M0854Q105 - Allot $14,175,156 Holding82982T106 - SiTime $10,142,608 Holding18482P103 - Clearfield $10,022,023 Holding25862V105 - DoubleVerify $9,011,940 Holding25400W102 - Digital Turbine $8,341,420 Holding Largest Purchases this Quarter Allot 1,657,913 shares (about $14.18M)LIFE360 INC 155,892 shares (about $10.17M)SiTime 47,600 shares (about $10.14M)Clearfield 230,869 shares (about $10.02M)DoubleVerify 602,000 shares (about $9.01M) Largest Sales this Quarter SEZZLE INC 362,976 shares (about $65.06M)Dave 149,816 shares (about $40.21M)CELESTICA INC 75,299 shares (about $11.75M)Camtek 113,488 shares (about $9.60M)Opera 353,314 shares (about $6.68M) Sector Allocation Over TimeMap of 500 Largest Holdings ofG2 Investment Partners Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDAVEDave$31,290,164$40,212,112 ▼-56.2%116,5766.9%Business ServicesSEZZLE INC$27,242,415$65,063,448 ▼-70.5%151,9806.0%COMCELESTICA INC$22,089,565$11,754,927 ▼-34.7%141,5004.8%COMGAMBGambling.com Group$21,431,047$8,888,476 ▲70.9%1,802,4434.7%Business ServicesPACKRanpak$16,637,810$2,940,770 ▲21.5%4,660,4513.6%IndustrialsCALXCalix$16,309,224$2,799,283 ▲20.7%306,6223.6%Computer and TechnologyLIFE360 INC$15,733,667$10,171,953 ▲182.9%241,1293.4%COMPRCHPorch Group$14,492,068$3,201,704 ▲28.4%1,229,1833.2%Computer and TechnologyALLTAllot$14,175,156$14,175,156 ▲New Holding1,657,9133.1%Business ServicesOPRAOpera$13,230,000$6,677,635 ▼-33.5%700,0002.9%Computer and TechnologyASTERA LABS INC$12,089,064$1,826,846 ▲17.8%133,6992.6%COMSTRLSterling Infrastructure$11,574,570$161,511 ▼-1.4%50,1652.5%ConstructionTREELendingTree$11,327,591$4,626,558 ▲69.0%305,5732.5%FinanceCYBRCyberArk Software$11,220,937$2,034,400 ▲22.1%27,5782.5%Computer and TechnologyODDITY TECH LTD$10,514,480$5,078,753 ▲93.4%139,3202.3%SHS CL ASITMSiTime$10,142,608$10,142,608 ▲New Holding47,6002.2%Computer and TechnologyMTSIMACOM Technology Solutions$10,090,052$1,170,679 ▲13.1%70,4172.2%Computer and TechnologyCLFDClearfield$10,022,023$10,022,023 ▲New Holding230,8692.2%Computer and TechnologyDVDoubleVerify$9,011,940$9,011,940 ▲New Holding602,0002.0%Computer and TechnologyMODModine Manufacturing$8,546,057$2,955,000 ▲52.9%86,7621.9%Auto/Tires/TrucksAPPSDigital Turbine$8,341,420$8,341,420 ▲New Holding1,413,8001.8%Computer and TechnologyGENIGenius Sports$8,320,000$3,098,212 ▼-27.1%800,0001.8%Computer and TechnologyAFRMAffirm$8,042,296$1,637,304 ▼-16.9%116,3191.8%Computer and TechnologyUTIUniversal Technical Institute$7,964,150$4,209,680 ▼-34.6%235,0001.7%Consumer DiscretionaryLYTSLSI Industries$7,804,188$3,250,628 ▼-29.4%458,8001.7%ConstructionEVEREverQuote$7,737,600$1,816,958 ▼-19.0%320,0001.7%FinanceGHMGraham$7,680,585$778,297 ▼-9.2%155,1321.7%IndustrialsROOTRoot$7,665,403$7,665,403 ▲New Holding59,9001.7%FinanceTTMITTM Technologies$7,551,700$1,428,700 ▲23.3%185,0001.7%Computer and TechnologyMNTN INC$6,995,841$6,995,841 ▲New Holding319,8831.5%CL APAGAYA TECHNOLOGIES LTD$5,403,277$5,403,277 ▲New Holding253,4371.2%CL A NEWREMITLY GLOBAL INC$5,073,850$3,478,400 ▲218.0%270,3171.1%COMTSEMTower Semiconductor$4,985,250$4,985,250 ▲New Holding115,0001.1%Computer and TechnologyRSIRush Street Interactive$4,663,700$1,561,639 ▼-25.1%313,0001.0%Consumer DiscretionaryALGMAllegro MicroSystems$4,444,700$4,444,700 ▲New Holding130,0001.0%Computer and TechnologyUPSTUpstart$4,365,900$4,365,900 ▲New Holding67,5001.0%FinanceREAXReal Brokerage$4,128,003$3,443,633 ▼-45.5%915,3000.9%Business ServicesFROGJFrog$3,985,445$3,985,445 ▲New Holding90,8260.9%Computer and TechnologyCECOCECO Environmental$3,397,200$3,397,200 ▲New Holding120,0000.7%IndustrialsALKTAlkami Technology$3,315,400$550,236 ▲19.9%110,0000.7%Computer and TechnologyAMPLAmplitude$3,246,320$3,246,320 ▲New Holding261,8000.7%Business ServicesCAMTCamtek$3,037,311$9,596,546 ▼-76.0%35,9190.7%Computer and TechnologyAIPArteris$2,782,569$287,606 ▼-9.4%291,9800.6%Computer and TechnologyNEXXEN INTL LTD$2,706,600$950,506 ▼-26.0%260,0000.6%SHS NEWTPBTurning Point Brands$2,678,242$2,678,242 ▲New Holding35,3470.6%Consumer StaplesSLABSilicon Laboratories$2,667,216$2,667,216 ▲New Holding18,1000.6%Computer and TechnologyCGNTCognyte Software$2,460,261$2,460,261 ▲New Holding266,2620.5%Computer and TechnologyCIRCLE INTERNET GROUP INC$2,248,721$2,248,721 ▲New Holding12,4040.5%COM CL AARLOArlo Technologies$2,204,800$2,204,800 ▲New Holding130,0000.5%Computer and TechnologyMPTIM-tron Industries$2,156,112$919,044 ▲74.3%51,3360.5%ConstructionTRIVAGO N V$1,985,576$1,985,576 ▲New Holding526,6780.4%SPON ADS A SHS NCHIME FINL INC$1,886,006$1,886,006 ▲New Holding54,6510.4%COM SHS CL AHIPOHippo$1,673,007$1,673,007 ▲New Holding59,9000.4%FinancePAHCPhibro Animal Health$1,404,700$1,404,700 ▲New Holding55,0000.3%MedicalKRNTKornit Digital$1,168,717$99,550 ▲9.3%58,7000.3%IndustrialsQTWOQ2$992,148$6,064,541 ▼-85.9%10,6010.2%Computer and TechnologyNRNewpark Resources$937,802$937,802 ▲New Holding110,2000.2%EnergyHINGE HEALTH INC$776,250$776,250 ▲New Holding15,0000.2%CL ASLQTSelectQuote$305,654$1,227,393 ▼-80.1%128,4260.1%FinanceM-TRON INDS INC$30,526$30,526 ▲New Holding29,4540.0%*W EXP 04/25/202REDDIT INC$0$5,937,445 ▼-100.0%00.0%CL AQNSTQuinStreet$0$5,733,954 ▼-100.0%00.0%Computer and TechnologyREALRealReal$0$3,126,200 ▼-100.0%00.0%Consumer DiscretionaryGSHDGoosehead Insurance$0$2,998,724 ▼-100.0%00.0%FinanceRUBRIK INC.$0$2,530,670 ▼-100.0%00.0%CL AKLAVIYO INC$0$2,440,953 ▼-100.0%00.0%COM SER ALINCLincoln Educational Services$0$2,153,083 ▼-100.0%00.0%Consumer DiscretionaryLQDTLiquidity Services$0$2,108,184 ▼-100.0%00.0%Business ServicesSAILPOINT INC$0$2,088,281 ▼-100.0%00.0%COMCRSRCorsair Gaming$0$1,947,534 ▼-100.0%00.0%Consumer DiscretionaryOKTAOkta$0$1,893,960 ▼-100.0%00.0%Computer and TechnologyIMAXIMAX$0$1,449,250 ▼-100.0%00.0%Consumer DiscretionaryCORE SCIENTIFIC INC NEW$0$1,448,000 ▼-100.0%00.0%COMLCLendingClub$0$1,135,200 ▼-100.0%00.0%Financial ServicesIBEXIBEX$0$831,528 ▼-100.0%00.0%Business ServicesCLBTCellebrite DI$0$731,948 ▼-100.0%00.0%Computer and TechnologyGDYNGrid Dynamics$0$720,072 ▼-100.0%00.0%Computer and TechnologyWULFTeraWulf$0$709,800 ▼-100.0%00.0%FinanceGOCOGoHealth$0$421,597 ▼-100.0%00.0%FinanceBIGCBigcommerce$0$368,064 ▼-100.0%00.0%ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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