S Squared Technology 13F filings

Manager(s): Kenneth Goldblatt

Holdings as of 2026-03-31

Filed on 2026-05-14 under CIK 1322924

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Lattice Semiconductor Corp

341,979 sh

-14,394 sh
-4%

$31,722

$5,500

KRYSTAL BIOTECH INC COM

86,215 sh

-10,000 sh
-10%

$22,271

-$1,450

SYMBOTIC INC

369,126 sh

105,000 sh
40%

$19,638

$3,923

IPG Photonics Corp

153,916 sh

10,000 sh
7%

$17,637

$7,333

Proto Labs Inc

296,103 sh

-10,000 sh
-3%

$16,884

$1,398

Allegro MicroSystems Inc.

457,451 sh

$14,423

DAVE INC CLASS A COM NEW

75,040 sh

13,689 sh
22%

$13,064

-$520

Kratos Defense & Security Solutions Inc.

174,475 sh

-10,000 sh
-5%

$12,302

-$1,701

Universal Display Corp.

126,000 sh

15,000 sh
14%

$11,549

-$1,414

Five9 Inc.

535,195 sh

105,000 sh
24%

$8,119

-$506

Allegheny Technologies Inc

55,000 sh

-25,000 sh
-31%

$8,000

-$1,181

Power Integrations Inc

136,900 sh

6,900 sh
5%

$7,009

$2,389

SEMrush Holdings Inc.

550,079 sh

$6,568

Arlo Technologies Inc

459,767 sh

-60,000 sh
-12%

$6,542

-$730

Silicon Laboratories Inc

28,000 sh

-70,000 sh
-71%

$5,828

-$6,981

PubMatic Inc.

676,399 sh

395,427 sh
141%

$5,533

$3,041

FLOTEK INDUSTRIES INC

303,726 sh

40,000 sh
15%

$5,154

$610

AMBIQ MICRO INC COMMON STOCK

192,773 sh

192,773 sh
NEW

$4,898

Magnite Inc

402,862 sh

$4,786

Gaia Inc

245,000 sh

-478,305 sh
-66%

$4,452

$1,826

BigCommerce Holdings, Inc.

1,599,142 sh

391,356 sh
32%

$4,270

-$706

SIMILARWEB LTD Common Stock

1,600,000 sh

824,839 sh
106%

$4,176

-$1,630

LendingTree Inc.

90,768 sh

90,768 sh
NEW

$3,892

Grid Dynamics Holdings Inc.

636,737 sh

$3,629

EverQuote Inc.

223,148 sh

147,101 sh
193%

$3,441

$1,388

Asure Software Inc

399,360 sh

$3,434

Sprinklr Inc.

451,661 sh

-120,000 sh
-21%

$2,710

-$1,738

Digital Turbine Inc

762,794 sh

109,223 sh
17%

$2,197

-$1,071

Cantaloupe, Inc.

197,822 sh

$2,138

GARRETT MOTION INC COM

723,305 sh

723,305 sh
NEW

$2,004

Kaltura Inc. COM

1,511,288 sh

194,965 sh
15%

$1,844

-$315

8X8 Inc

934,236 sh

$1,551

DocGo Inc.

2,055,271 sh

$1,293

Amplitude Inc. COM CL A

150,402 sh

150,402 sh
NEW

$1,026

MACOM Technology Solutions Holdings Inc.

1,000 sh

1,000 sh
NEW

$222

Ambarella Inc

0 sh

-128,551 sh
-100%

-$9,107

MNTN INC CL A

0 sh

-155,600 sh
-100%

-$1,858