S Squared Technology 13F filings

Manager(s): Kenneth Goldblatt

Holdings as of 2026-06-30

Filed on 2026-08-13 under CIK 1322924

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Lattice Semiconductor Corp

254,979 sh

-87,000 sh
-25%

$39,002

$7,280

KRYSTAL BIOTECH INC COM

77,545 sh

-8,670 sh
-10%

$28,821

$6,550

Proto Labs Inc

288,120 sh

-7,983 sh
-3%

$23,485

$6,601

Allegro MicroSystems Inc.

332,451 sh

-125,000 sh
-27%

$23,145

$8,722

SYMBOTIC INC

487,126 sh

118,000 sh
32%

$21,896

$2,258

IPG Photonics Corp

168,916 sh

15,000 sh
10%

$19,817

$2,180

DAVE INC CLASS A COM NEW

38,040 sh

-37,000 sh
-49%

$14,173

$1,109

Kratos Defense & Security Solutions Inc.

249,475 sh

75,000 sh
43%

$12,439

$137

Universal Display Corp.

136,000 sh

10,000 sh
8%

$11,776

$227

Five9 Inc.

515,195 sh

-20,000 sh
-4%

$10,984

$2,865

Magnite Inc

567,862 sh

165,000 sh
41%

$10,778

$5,992

AMBIQ MICRO INC COMMON STOCK

120,773 sh

-72,000 sh
-37%

$10,664

$5,766

SIMILARWEB LTD Common Stock

1,690,000 sh

90,000 sh
6%

$10,360

$6,184

PubMatic Inc.

748,099 sh

71,700 sh
11%

$9,815

$4,282

Arlo Technologies Inc

644,767 sh

185,000 sh
40%

$8,691

$2,149

Allegheny Technologies Inc

40,000 sh

-15,000 sh
-27%

$7,884

-$116

GARRETT MOTION INC COM

215,000 sh

-30,000 sh
-12%

$7,789

$3,337

FLOTEK INDUSTRIES INC

309,807 sh

6,081 sh
2%

$7,287

$2,133

Digital Turbine Inc

454,333 sh

-308,461 sh
-40%

$5,861

$3,664

EverQuote Inc.

223,148 sh

$5,309

LendingTree Inc.

108,268 sh

17,500 sh
19%

$4,795

$903

BigCommerce Holdings, Inc.

1,599,142 sh

$4,733

Grid Dynamics Holdings Inc.

636,737 sh

$3,617

Tenable Holdings Inc

90,000 sh

90,000 sh
NEW

$3,319

Asure Software Inc

399,360 sh

$3,171

Kaltura Inc. COM

1,942,804 sh

431,516 sh
29%

$2,526

$682

Amplitude Inc. COM CL A

315,402 sh

165,000 sh
110%

$2,413

$1,387

Silicon Laboratories Inc

10,730 sh

-17,270 sh
-62%

$2,345

-$3,483

8X8 Inc

934,236 sh

$1,598

Gaia Inc

723,305 sh

$1,519

DocGo Inc.

2,055,271 sh

$1,061

FOSTER L B CO COM

18,101 sh

18,101 sh
NEW

$818

MACOM Technology Solutions Holdings Inc.

1,000 sh

$380

Power Integrations Inc

0 sh

-136,900 sh
-100%

-$7,009

SEMrush Holdings Inc.

0 sh

-550,079 sh
-100%

-$6,568

Sprinklr Inc.

0 sh

-451,661 sh
-100%

-$2,710

Cantaloupe, Inc.

0 sh

-197,822 sh
-100%

-$2,138