S Squared Technology 13F filings

Manager(s): Kenneth Goldblatt

Holdings as of 2025-12-31

Filed on 2026-02-13 under CIK 1322924

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Lattice Semiconductor Corp

356,373 sh

10,000 sh
3%

$26,222

$826

KRYSTAL BIOTECH INC COM

96,215 sh

-13,000 sh
-12%

$23,721

$4,441

SYMBOTIC INC

264,126 sh

-85,874 sh
-25%

$15,715

-$3,150

Proto Labs Inc

306,103 sh

-5,000 sh
-2%

$15,486

-$78

Kratos Defense & Security Solutions Inc.

184,475 sh

-15,000 sh
-8%

$14,003

-$4,223

DAVE INC CLASS A COM NEW

61,351 sh

-6,000 sh
-9%

$13,584

$158

Universal Display Corp.

111,000 sh

7,000 sh
7%

$12,963

-$1,975

Silicon Laboratories Inc

98,000 sh

3,000 sh
3%

$12,809

$352

Allegro MicroSystems Inc.

457,451 sh

60,000 sh
15%

$12,068

$462

IPG Photonics Corp

143,916 sh

25,000 sh
21%

$10,304

$887

Allegheny Technologies Inc

80,000 sh

80,000 sh
NEW

$9,181

Ambarella Inc

128,551 sh

-25,000 sh
-16%

$9,107

-$3,564

Five9 Inc.

430,195 sh

80,195 sh
23%

$8,625

$155

Arlo Technologies Inc

519,767 sh

$7,272

SEMrush Holdings Inc.

550,079 sh

131,368 sh
31%

$6,540

$3,576

Magnite Inc

402,862 sh

135,000 sh
50%

$6,538

$704

SIMILARWEB LTD Common Stock

775,161 sh

88,489 sh
13%

$5,806

-$580

Grid Dynamics Holdings Inc.

636,737 sh

332,499 sh
109%

$5,750

$3,404

BigCommerce Holdings, Inc.

1,207,786 sh

86,200 sh
8%

$4,976

-$621

Power Integrations Inc

130,000 sh

70,000 sh
117%

$4,620

$2,207

FLOTEK INDUSTRIES INC

263,726 sh

32,654 sh
14%

$4,544

$1,170

Sprinklr Inc.

571,661 sh

50,622 sh
10%

$4,448

$426

Asure Software Inc

399,360 sh

-65,869 sh
-14%

$3,762

-$53

Digital Turbine Inc

653,571 sh

75,000 sh
13%

$3,268

-$435

Gaia Inc

723,305 sh

$2,626

PubMatic Inc.

280,972 sh

20,000 sh
8%

$2,492

$331

Kaltura Inc. COM

1,316,323 sh

373,149 sh
40%

$2,159

$801

Cantaloupe, Inc.

197,822 sh

$2,101

EverQuote Inc.

76,047 sh

26,047 sh
52%

$2,053

$909

MNTN INC CL A

155,600 sh

20,000 sh
15%

$1,858

-$657

8X8 Inc

934,236 sh

-484,806 sh
-34%

$1,840

-$1,168

DocGo Inc.

2,055,271 sh

-370,527 sh
-15%

$1,804

-$1,495

Thryv Holdings Inc.

0 sh

-344,268 sh
-100%

-$4,152

Marvell Technology Inc.

0 sh

-45,357 sh
-100%

-$3,813

Udemy Inc.

0 sh

-315,300 sh
-100%

-$2,210

Powell Industries Inc

0 sh

-6,000 sh
-100%

-$1,829

MAGNACHIP SEMICONDUCTOR CORP COM

0 sh

-510,514 sh
-100%

-$1,598