G2 Investment Partners Management LLC Top Holdings and 13F Report (2026) About G2 Investment Partners Management LLCInvestment ActivityG2 Investment Partners Management LLC has $406.14 million in total holdings as of March 31, 2026.G2 Investment Partners Management LLC owns shares of 71 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 36.00% of the portfolio was purchased this quarter.About 39.97% of the portfolio was sold this quarter.This quarter, G2 Investment Partners Management LLC has purchased 70 new stocks and bought additional shares in 14 stocks.G2 Investment Partners Management LLC sold shares of 28 stocks and completely divested from 28 stocks this quarter.Largest Holdings Dave $20,862,946Viavi Solutions $19,102,321Advanced Energy Industries $18,855,300Dycom Industries $15,529,815Modine Manufacturing $15,126,358 Largest New Holdings this Quarter 90385V107 - Ultra Clean $11,250,911 Holding67000B104 - Novanta $10,151,555 Holding606710200 - Mitek Systems $6,736,500 Holding01749D105 - Allegro MicroSystems $6,576,181 Holding70339W104 - PATTERN GROUP INC $5,583,929 Holding Largest Purchases this Quarter Ultra Clean 180,941 shares (about $11.25M)Novanta 85,950 shares (about $10.15M)Mitek Systems 499,000 shares (about $6.74M)Allegro MicroSystems 208,569 shares (about $6.58M)Xometry 144,235 shares (about $5.89M) Largest Sales this Quarter Viavi Solutions 251,012 shares (about $8.35M)Advanced Energy Industries 24,331 shares (about $7.85M)ASTERA LABS INC 47,559 shares (about $5.21M)Calix 100,458 shares (about $4.92M)Evolv Technologies 746,300 shares (about $4.52M) 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$20,862,946$2,233,227 â–¼-9.7%119,8405.1%Business ServicesVIAVViavi Solutions$19,102,321$8,353,680 â–¼-30.4%573,9884.7%Computer and TechnologyAEISAdvanced Energy Industries$18,855,300$7,851,857 â–¼-29.4%58,4284.6%Computer and TechnologyDYDycom Industries$15,529,815$3,264,531 â–²26.6%45,8353.8%ConstructionMODModine Manufacturing$15,126,358$3,530,856 â–¼-18.9%69,8003.7%Auto/Tires/TrucksXMTRXometry$14,943,928$5,890,557 â–²65.1%365,9143.7%IndustrialsTTMITTM Technologies$12,275,699$438,390 â–²3.7%126,0083.0%Computer and TechnologyUCTTUltra Clean$11,250,911$11,250,911 â–²New Holding180,9412.8%Computer and TechnologySEZZLE INC$10,597,088$984,982 â–¼-8.5%167,4372.6%COMSTRLSterling Infrastructure$10,449,734$340,070 â–¼-3.2%25,6582.6%ConstructionTSEMTower Semiconductor$10,315,943$2,669,577 â–¼-20.6%58,7872.5%Computer and TechnologyAIPArteris$10,242,169$3,664,377 â–²55.7%623,0032.5%Computer and TechnologyNOVTNovanta$10,151,555$10,151,555 â–²New Holding85,9502.5%Computer and TechnologyPACKRanpak$10,068,417$1,851,352 â–¼-15.5%2,820,2852.5%IndustrialsCELESTICA INC$9,680,497$4,361,252 â–¼-31.1%34,3672.4%COMVVXV2X$8,895,616$5,607,616 â–²170.5%129,8632.2%Business ServicesFSLYFastly$8,414,846$1,733,952 â–²26.0%289,5682.1%Computer and TechnologyVPGVishay Precision Group$8,116,110$4,626,054 â–²132.5%186,9212.0%Computer and TechnologyLYTSLSI Industries$8,001,441$2,328,441 â–²41.0%430,1852.0%ConstructionCALXCalix$7,864,953$4,921,438 â–¼-38.5%160,5421.9%Computer and TechnologyTREELendingTree$7,518,536$3,553,551 â–²89.6%175,3391.9%FinanceMTSIMACOM Technology Solutions$7,326,978$667,542 â–¼-8.4%32,9941.8%Computer and TechnologyMITKMitek Systems$6,736,500$6,736,500 â–²New Holding499,0001.7%Computer and TechnologyALGMAllegro MicroSystems$6,576,181$6,576,181 â–²New Holding208,5691.6%Computer and TechnologyAIRAAR$6,510,134$380,374 â–²6.2%59,4751.6%AerospaceIBEXIBEX$5,619,219$2,950,763 â–²110.6%209,5161.4%Business ServicesPATTERN GROUP INC$5,583,929$5,583,929 â–²New Holding449,2301.4%COM SER ASITMSiTime$5,336,003$4,156,978 â–¼-43.8%15,4511.3%Computer and TechnologyACCELERANT HOLDINGS$4,980,755$3,733,719 â–²299.4%372,8111.2%CL AFEIMFrequency Electronics$4,969,911$3,155,251 â–²173.9%112,2891.2%Computer and TechnologyCHIME FINL INC$4,869,800$2,076,146 â–¼-29.9%260,0001.2%COM SHS CL AALLTAllot$4,642,686$2,283,714 â–¼-33.0%697,1001.1%Business ServicesRNGRingCentral$4,453,279$4,453,279 â–²New Holding119,7441.1%Computer and TechnologyWULFTeraWulf$4,175,205$4,175,205 â–²New Holding289,3421.0%FinanceARLOArlo Technologies$4,013,899$1,808,249 â–²82.0%282,0731.0%Computer and TechnologyCARDINAL INFRASTRUCTURE GROU$3,887,102$3,887,102 â–²New Holding98,0231.0%CL AEVLVEvolv Technologies$3,773,385$4,515,115 â–¼-54.5%623,7000.9%Computer and TechnologyNETCloudflare$3,562,047$3,562,047 â–²New Holding17,2630.9%Computer and TechnologySMTCSemtech$3,452,207$3,452,207 â–²New Holding44,8980.9%Computer and TechnologyREALRealReal$3,291,727$3,291,727 â–²New Holding362,5250.8%Consumer DiscretionaryRANK ONE COMPUTING CORP$3,141,453$3,141,453 â–²New Holding449,4210.8%COM SHSREMITLY GLOBAL INC$3,124,567$3,124,567 â–²New Holding199,3980.8%COMLEGENCE CORP$3,097,734$3,097,734 â–²New Holding54,8660.8%CL AFROGJFrog$3,064,294$3,296,504 â–¼-51.8%65,2950.8%Computer and TechnologyDSPViant Technology$2,869,250$2,869,250 â–²New Holding256,1830.7%Business ServicesKNKnowles$2,843,418$2,843,418 â–²New Holding110,7250.7%Computer and TechnologyALNTAllient$2,740,417$2,740,417 â–²New Holding46,3770.7%Computer and TechnologyHUT 8 CORP$2,720,780$333,436 â–¼-10.9%58,0000.7%COMVSHVishay Intertechnology$2,640,654$2,640,654 â–²New Holding146,7030.7%Computer and TechnologyPRCHPorch Group$2,583,028$3,862,801 â–¼-59.9%360,2550.6%Computer and TechnologyDIBS1stdibs.com$2,475,000$1,247,675 â–¼-33.5%450,0000.6%Retail/WholesalePKEPark Aerospace$2,464,200$2,464,200 â–²New Holding90,0000.6%AerospaceDCODucommun$2,440,000$2,440,000 â–²New Holding20,0000.6%AerospaceDIODDiodes$2,389,100$2,389,100 â–²New Holding35,0000.6%Computer and TechnologyWLDNWilldan Group$2,373,360$2,373,360 â–²New Holding31,0000.6%Business ServicesASTERA LABS INC$2,357,934$5,212,466 â–¼-68.9%21,5140.6%COMFIGURE TECHNOLOGY SOLUTIO$2,342,550$2,342,550 â–²New Holding69,0000.6%COM CL AAPPSDigital Turbine$2,304,000$1,739,748 â–¼-43.0%800,0000.6%Computer and TechnologyMIAMI INTL HLDGS INC$2,047,192$2,047,192 â–²New Holding52,6000.5%COMAMPLAmplitude$1,841,400$98,760 â–¼-5.1%270,0000.5%Business ServicesCAMTCamtek$1,819,320$1,722,593 â–¼-48.6%12,0000.4%Computer and TechnologyGENIGenius Sports$1,772,000$903,720 â–¼-33.8%400,0000.4%Computer and TechnologyNAVAN INC$1,518,628$1,518,628 â–²New Holding114,7000.4%CL AAFRMAffirm$1,466,240$1,598,751 â–¼-52.2%32,0000.4%Computer and TechnologyUPWKUpwork$1,315,200$1,315,200 â–²New Holding120,0000.3%Computer and TechnologyONTOOnto Innovation$1,230,420$1,230,420 â–²New Holding6,0000.3%Computer and TechnologyKRNTKornit Digital$952,900$852,039 â–¼-47.2%65,0000.2%IndustrialsAEHRAehr Test Systems$927,000$927,000 â–²New Holding25,0000.2%Computer and TechnologyIBOTTA INC$449,550$449,550 â–²New Holding15,0000.1%CLASS A COM SHSCLBTCellebrite DI$413,400$4,024,738 â–¼-90.7%30,0000.1%Computer and TechnologyGAMBGambling.com Group$388,000$504,400 â–¼-56.5%100,0000.1%Business ServicesPAGAYA TECHNOLOGIES LTD$0$10,450,000 â–¼-100.0%00.0%CL A NEWBRZEBraze$0$9,951,884 â–¼-100.0%00.0%Computer and TechnologyPEGAPegasystems$0$7,500,474 â–¼-100.0%00.0%Computer and TechnologyHINGE HEALTH INC$0$6,967,500 â–¼-100.0%00.0%CL AMAXMediaAlpha$0$6,435,062 â–¼-100.0%00.0%Business ServicesOPRXOptimizeRx$0$3,800,600 â–¼-100.0%00.0%Computer and TechnologyQTWOQ2$0$3,461,587 â–¼-100.0%00.0%Computer and TechnologyUTIUniversal Technical Institute$0$2,691,390 â–¼-100.0%00.0%Consumer DiscretionaryPAYPaymentus$0$2,688,309 â–¼-100.0%00.0%Business ServicesCOMMCommScope$0$2,625,224 â–¼-100.0%00.0%Computer and TechnologyHIPOHippo$0$2,582,669 â–¼-100.0%00.0%FinanceNPK INTERNATIONAL INC$0$2,513,010 â–¼-100.0%00.0%COM SHSAMBAAmbarella$0$2,343,246 â–¼-100.0%00.0%Computer and TechnologyLIFE360 INC$0$2,222,643 â–¼-100.0%00.0%COMODDITY TECH LTD$0$2,209,900 â–¼-100.0%00.0%SHS CL AINTAIntapp$0$2,199,360 â–¼-100.0%00.0%Computer and TechnologyTDUPThredUp$0$2,172,600 â–¼-100.0%00.0%Consumer StaplesGALAXY DIGITAL INC.$0$2,077,244 â–¼-100.0%00.0%CL ACECOCECO Environmental$0$1,822,433 â–¼-100.0%00.0%IndustrialsOPRAOpera$0$1,555,462 â–¼-100.0%00.0%Computer and TechnologyAGYSAgilysys$0$1,466,723 â–¼-100.0%00.0%Computer and TechnologyLPTHLightPath Technologies$0$1,407,154 â–¼-100.0%00.0%Computer and TechnologyGHMGraham$0$1,311,191 â–¼-100.0%00.0%IndustrialsREAXReal Brokerage$0$1,095,000 â–¼-100.0%00.0%Business ServicesEVEREverQuote$0$999,000 â–¼-100.0%00.0%FinanceLAWCS Disco$0$659,701 â–¼-100.0%00.0%Computer and TechnologyLCLendingClub$0$473,500 â–¼-100.0%00.0%Financial ServicesTATTTAT Technologies$0$446,600 â–¼-100.0%00.0%AerospaceShowing largest 100 holdings. 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