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S Squared Technology 13F filings

Manager(s): Kenneth Goldblatt

Holdings as of 2025-09-30

Filed on 2025-11-13 under CIK 1322924

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Lattice Semiconductor Corp
346,373 sh
10,000 sh
3%
$25,396
$8,917
KRYSTAL BIOTECH INC COM
109,215 sh
 
$19,280
SYMBOTIC INC
350,000 sh
-130,000 sh
-27%
$18,865
$217
Kratos Defense & Security Solutions Inc.
199,475 sh
-60,000 sh
-23%
$18,226
$6,173
Proto Labs Inc
311,103 sh
 
$15,564
Universal Display Corp.
104,000 sh
9,000 sh
9%
$14,938
$264
DAVE INC CLASS A COM NEW
67,351 sh
6,000 sh
10%
$13,426
-$3,041
Ambarella Inc
153,551 sh
35,000 sh
30%
$12,671
$4,839
Silicon Laboratories Inc
95,000 sh
10,000 sh
12%
$12,457
-$69
Allegro MicroSystems Inc.
397,451 sh
 
$11,606
IPG Photonics Corp
118,916 sh
45,050 sh
61%
$9,417
$4,346
Arlo Technologies Inc
519,767 sh
 
$8,810
Five9 Inc.
350,000 sh
165,000 sh
89%
$8,470
$3,571
SIMILARWEB LTD Common Stock
686,672 sh
 
$6,386
Magnite Inc
267,862 sh
-38,759 sh
-13%
$5,834
-$1,562
BigCommerce Holdings, Inc.
1,121,586 sh
323,444 sh
41%
$5,597
$1,606
Gaia Inc
723,305 sh
 
$4,282
Thryv Holdings Inc.
344,268 sh
-100,000 sh
-23%
$4,152
-$1,250
Sprinklr Inc.
521,039 sh
-50,000 sh
-9%
$4,022
-$809
Asure Software Inc
465,229 sh
-116,889 sh
-20%
$3,815
-$1,866
Marvell Technology Inc.
45,357 sh
-45,000 sh
-50%
$3,813
-$3,181
Digital Turbine Inc
578,571 sh
 
$3,703
FLOTEK INDUSTRIES INC
231,072 sh
10,000 sh
5%
$3,374
$111
DocGo Inc.
2,425,798 sh
-452,488 sh
-16%
$3,299
-$1,220
8X8 Inc
1,419,042 sh
 
$3,008
SEMrush Holdings Inc.
418,711 sh
418,711 sh
NEW
$2,964
$2,964
MNTN INC CL A
135,600 sh
135,600 sh
NEW
$2,515
$2,515
Power Integrations Inc
60,000 sh
60,000 sh
NEW
$2,413
$2,413
Grid Dynamics Holdings Inc.
304,238 sh
166,357 sh
121%
$2,346
$753
Udemy Inc.
315,300 sh
315,300 sh
NEW
$2,210
$2,210
PubMatic Inc.
260,972 sh
260,972 sh
NEW
$2,161
$2,161
Cantaloupe, Inc.
197,822 sh
 
$2,091
Powell Industries Inc
6,000 sh
6,000 sh
NEW
$1,829
$1,829
MAGNACHIP SEMICONDUCTOR CORP COM
510,514 sh
-100,000 sh
-16%
$1,598
-$832
Kaltura Inc. COM
943,174 sh
50,000 sh
6%
$1,358
-$437
EverQuote Inc.
50,000 sh
 
$1,144
Ichor Holdings Ltd
0 sh
-228,910 sh
-100%
$0
-$4,496
SiTime Corp.
0 sh
-14,289 sh
-100%
$0
-$3,045
POWER SOLUTIONS INTL INC COM
0 sh
-39,574 sh
-100%
$0
-$2,560
PROS Holdings Inc.
0 sh
-110,052 sh
-100%
$0
-$1,723
Lumentum Holdings Inc
0 sh
-10,000 sh
-100%
$0
-$951