G2 Investment Partners Management LLC Top Holdings and 13F Report (2026) About G2 Investment Partners Management LLCInvestment ActivityG2 Investment Partners Management LLC has $548.90 million in total holdings as of June 30, 2026.G2 Investment Partners Management LLC owns shares of 73 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 30.35% of the portfolio was purchased this quarter.About 50.47% of the portfolio was sold this quarter.This quarter, G2 Investment Partners Management LLC has purchased 71 new stocks and bought additional shares in 16 stocks.G2 Investment Partners Management LLC sold shares of 41 stocks and completely divested from 14 stocks this quarter.Largest Holdings Xometry $30,734,284Bandwidth $23,227,175Dave $21,234,277SEZZLE INC $20,408,008Advanced Energy Industries $19,762,110 Largest New Holdings this Quarter 05988J103 - Bandwidth $23,227,175 Holding537008104 - Littelfuse $12,510,192 Holding90138F102 - Twilio $12,380,625 Holding302492103 - Flywire $10,432,820 Holding34631F102 - FORGENT POWER SOLUTIONS INC $7,239,735 Holding Largest Purchases this Quarter Bandwidth 366,938 shares (about $23.23M)NAVAN INC 578,019 shares (about $13.22M)Littelfuse 27,475 shares (about $12.51M)Twilio 60,004 shares (about $12.38M)Flywire 593,786 shares (about $10.43M) Largest Sales this Quarter Vishay Precision Group 164,553 shares (about $24.67M)Dave 62,849 shares (about $23.42M)Arteris 439,617 shares (about $21.36M)Ultra Clean 136,241 shares (about $19.43M)Sterling Infrastructure 15,558 shares (about $13.06M) 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 PortfolioSectorXMTRXometry$30,734,284$4,583,735 â–¼-13.0%318,4245.6%IndustrialsBANDBandwidth$23,227,175$23,227,175 â–²New Holding366,9384.2%Communication ServicesDAVEDave$21,234,277$23,416,909 â–¼-52.4%56,9913.9%FinanceSEZZLE INC$20,408,008$8,329,204 â–¼-29.0%118,9073.7%COMAEISAdvanced Energy Industries$19,762,110$2,023,938 â–¼-9.3%53,0003.6%TechnologyVIAVViavi Solutions$17,805,975$9,601,952 â–¼-35.0%372,9003.2%TechnologyNAVAN INC$15,842,484$13,219,295 â–²503.9%692,7192.9%CL AREMITLY GLOBAL INC$14,884,901$10,416,392 â–²233.1%664,2082.7%COMSMTCSemtech$14,256,234$6,989,492 â–²96.2%88,0832.6%TechnologyDIODDiodes$14,219,539$10,389,139 â–²271.2%129,9302.6%TechnologyFEIMFrequency Electronics$13,446,159$5,995,784 â–²80.5%202,6552.4%TechnologyDYDycom Industries$12,639,750$10,533,968 â–¼-45.5%25,0002.3%IndustrialsLFUSLittelfuse$12,510,192$12,510,192 â–²New Holding27,4752.3%TechnologyMITKMitek Systems$12,501,052$2,456,182 â–²24.5%621,0162.3%TechnologyTWLOTwilio$12,380,625$12,380,625 â–²New Holding60,0042.3%TechnologyTTMITTM Technologies$12,249,810$11,316,206 â–¼-48.0%65,5002.2%TechnologyVSHVishay Intertechnology$11,955,294$4,065,607 â–²51.5%222,3002.2%TechnologyMTSIMACOM Technology Solutions$11,133,050$1,416,878 â–¼-11.3%29,2692.0%TechnologyPRCHPorch Group$11,070,132$5,651,897 â–²104.3%736,0462.0%TechnologyTSEMTower Semiconductor$10,686,240$4,636,004 â–¼-30.3%41,0001.9%TechnologyNOVTNovanta$10,656,734$3,287,793 â–¼-23.6%65,6851.9%TechnologyFLYWFlywire$10,432,820$10,432,820 â–²New Holding593,7861.9%FinanceAIRAAR$10,290,960$1,790,198 â–²21.1%72,0001.9%IndustrialsPATTERN GROUP INC$9,447,384$1,868,720 â–¼-16.5%375,0451.7%COM SER AKRNTKornit Digital$9,254,603$8,198,353 â–²776.2%569,5141.7%IndustrialsPACKRanpak$9,137,500$11,478,783 â–¼-55.7%1,250,0001.7%MaterialsAIPArteris$8,910,726$21,360,991 â–¼-70.6%183,3861.6%TechnologySTRLSterling Infrastructure$8,477,536$13,058,763 â–¼-60.6%10,1001.5%IndustrialsMODModine Manufacturing$8,277,620$10,360,376 â–¼-55.6%31,0001.5%IndustrialsLYTSLSI Industries$7,974,000$3,460,317 â–¼-30.3%300,0001.5%IndustrialsVVXV2X$7,862,277$1,820,308 â–¼-18.8%105,4491.4%IndustrialsACCELERANT HOLDINGS$7,500,800$3,131,455 â–²71.7%640,0001.4%CL AFORGENT POWER SOLUTIONS INC$7,239,735$7,239,735 â–²New Holding129,6051.3%COM SHS CL ATREELendingTree$6,908,886$856,879 â–¼-11.0%155,9921.3%FinanceUCTTUltra Clean$6,373,773$19,426,604 â–¼-75.3%44,7001.2%TechnologyALLTAllot$6,273,880$104,545 â–²1.7%708,9131.1%TechnologyCARDINAL INFRASTRUCTURE GROU$6,045,850$3,187,916 â–¼-34.5%64,1811.1%CL AFROGJFrog$5,998,080$64,070 â–²1.1%66,0001.1%TechnologyCALXCalix$5,971,200$20,227 â–¼-0.3%160,0001.1%TechnologyLEGENCE CORP$5,113,800$437,571 â–²9.4%60,0000.9%CL AOPRAOpera$4,461,750$4,461,750 â–²New Holding225,0000.8%Communication ServicesARLOArlo Technologies$4,448,400$646,056 â–²17.0%330,0000.8%TechnologyCELESTICA INC$4,439,251$8,097,830 â–¼-64.6%12,1690.8%COMHINGE HEALTH INC$3,735,000$3,735,000 â–²New Holding45,0000.7%CL ASITMSiTime$3,727,800$7,791,848 â–¼-67.6%5,0000.7%TechnologyRNGRingCentral$3,676,126$991,495 â–¼-21.2%94,3080.7%TechnologyVPGVishay Precision Group$3,353,187$24,668,141 â–¼-88.0%22,3680.6%TechnologyNETCloudflare$3,311,280$922,989 â–¼-21.8%13,5000.6%TechnologyDCODucommun$3,198,577$505,623 â–¼-13.7%17,2700.6%IndustrialsMIAMI INTL HLDGS INC$3,158,600$1,203,984 â–²61.6%85,0000.6%COMRUBRIK INC.$3,138,948$3,138,948 â–²New Holding39,1000.6%CL ADSPViant Technology$3,057,808$185,469 â–¼-5.7%241,5330.6%TechnologyAMBIQ MICRO INC$2,913,900$2,913,900 â–²New Holding33,0000.5%COMMON STOCKWULFTeraWulf$2,840,500$4,306,247 â–¼-60.3%115,0000.5%TechnologyENERGOUS CORP$2,765,750$2,765,750 â–²New Holding115,0000.5%COM NEWKNKnowles$2,488,800$2,104,073 â–¼-45.8%60,0000.5%TechnologyAZZAZZ$2,325,750$2,325,750 â–²New Holding15,0000.4%IndustrialsAPPSDigital Turbine$2,257,500$8,062,500 â–¼-78.1%175,0000.4%TechnologyRSIRush Street Interactive$2,081,800$2,081,800 â–²New Holding70,0000.4%Consumer DiscretionaryPKEPark Aerospace$2,074,836$1,359,565 â–¼-39.6%54,3720.4%IndustrialsALNTAllient$2,058,600$2,714,985 â–¼-56.9%20,0000.4%IndustrialsFASTLY INC$1,927,800$3,388,668 â–¼-63.7%105,0000.4%CL AIBEXIBEX$1,753,442$4,609,558 â–¼-72.4%57,7360.3%IndustrialsAGYSAgilysys$1,306,250$1,306,250 â–²New Holding12,5000.2%TechnologyETHOS TECHNOLOGIES INC$1,302,452$1,302,452 â–²New Holding71,8000.2%CL ARANK ONE COMPUTING CORP$1,212,985$1,155,463 â–¼-48.8%230,1680.2%COM SHSGENIGenius Sports$1,107,768$1,316,232 â–¼-54.3%182,8000.2%Consumer DiscretionaryGHMGraham$1,052,215$1,052,215 â–²New Holding8,5000.2%IndustrialsGALAXY DIGITAL INC.$956,900$956,900 â–²New Holding35,0000.2%CL AEVLVEvolv Technologies$696,000$2,921,460 â–¼-80.8%120,0000.1%TechnologyDIBS1stdibs.com$472,840$1,732,159 â–¼-78.6%96,4980.1%Consumer DiscretionaryCHIME FINL INC$368,640$4,956,160 â–¼-93.1%18,0000.1%COM SHS CL AGAMBGambling.com Group$128,250$61,750 â–¼-32.5%67,5000.0%Communication ServicesALGMAllegro MicroSystems$0$6,576,181 â–¼-100.0%00.0%TechnologyREALRealReal$0$3,291,727 â–¼-100.0%00.0%Consumer DiscretionaryHUT 8 CORP$0$2,720,780 â–¼-100.0%00.0%COMWLDNWilldan Group$0$2,373,360 â–¼-100.0%00.0%IndustrialsASTERA LABS INC$0$2,357,934 â–¼-100.0%00.0%COMFIGURE TECHNOLOGY SOLUTIO$0$2,342,550 â–¼-100.0%00.0%COM CL AAMPLAmplitude$0$1,841,400 â–¼-100.0%00.0%TechnologyCAMTCamtek$0$1,819,320 â–¼-100.0%00.0%TechnologyAFRMAffirm$0$1,466,240 â–¼-100.0%00.0%FinanceUPWKUpwork$0$1,315,200 â–¼-100.0%00.0%IndustrialsONTOOnto Innovation$0$1,230,420 â–¼-100.0%00.0%TechnologyAEHRAehr Test Systems$0$927,000 â–¼-100.0%00.0%TechnologyIBOTTA INC$0$449,550 â–¼-100.0%00.0%CLASS A COM SHSCLBTCellebrite DI$0$413,400 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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