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S Squared Technology, LLC

SEC CIK
0001322924
Latest filing
Aug 13, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
35
−3 vs. Q1 2022
Portfolio value
$144.4M
−$55.9M (−27.9%) vs. Q1 2022
Filed
Aug 12, 2022
SEC
Holdings of S Squared Technology, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MXMagnachip Semiconductor CorpCOM663,620$9.64M6.7%+10,000+1.5%AddedHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM193,946$8.94M6.2%+17,000+9.6%AddedHistory
MRVLMarvell Technology, Inc.COM205,357$8.94M6.2%00.0%UnchangedHistory
VICRVicor CorpCOM157,304$8.61M6.0%00.0%UnchangedHistory
SLABSilicon Laboratories Inc.Stock58,000$8.13M5.6%00.0%UnchangedHistory
OLEDUniversal Display CorpCOM80,000$8.09M5.6%+1,000+1.3%AddedHistory
ACLSAxcelis Technologies IncStock135,293$7.42M5.1%+2,000+1.5%AddedHistory
KRYSKrystal Biotech, Inc.COM108,215$7.11M4.9%00.0%UnchangedHistory
KTOSKratos Defense & Security Solutions, Inc.COM NEW466,461$6.47M4.5%−6,342−1.3%ReducedHistory
ALGMAllegro Microsystems, Inc.COM302,451$6.26M4.3%+10,000+3.4%AddedHistory
ECOMChanneladvisor CorpCOM373,707$5.45M3.8%+70,000+23.0%AddedHistory
GDYNGrid Dynamics Holdings, Inc.CL A308,024$5.18M3.6%+65,000+26.7%AddedHistory
ASURAsure Software IncCOM839,409$4.79M3.3%00.0%UnchangedHistory
AMBAAmbarella IncSHS70,551$4.62M3.2%00.0%UnchangedHistory
VRNSVaronis Systems IncCOM153,678$4.51M3.1%+57,500+59.8%AddedHistory
APPSDigital Turbine, Inc.COM NEW244,834$4.28M3.0%−16,451−6.3%ReducedHistory
MGNIMagnite, Inc.COM449,090$3.99M2.8%+70,000+18.5%AddedHistory
NVEENV5 Global, Inc.COM30,057$3.51M2.4%00.0%UnchangedHistory
PRFTPerficient IncCOM38,040$3.49M2.4%00.0%UnchangedHistory
KNBEKnowBe4, Inc.CL A208,801$3.26M2.3%+20,000+10.6%AddedHistory
GAIAGaia, IncCL A663,405$2.82M2.0%00.0%UnchangedHistory
LASRNlight, Inc.COM257,726$2.63M1.8%+25,000+10.7%AddedHistory
ABSTAbsolute Software CorpCOM288,400$2.50M1.7%+10,000+3.6%AddedHistory
TEADTeads Holding Co.COM470,439$2.37M1.6%+95,000+25.3%AddedHistory
RPDRapid7, Inc.COM34,890$2.33M1.6%00.0%UnchangedHistory
CTLPCantaloupe, Inc.COM223,457$1.25M0.9%−15,000−6.3%ReducedHistory
PSIXPower Solutions International, Inc.Stock690,074$1.17M0.8%00.0%UnchangedHistory
VERIVeritone, Inc.COM170,000$1.11M0.8%−30,000−15.0%ReducedHistory
ALLTAllot Ltd.SHS210,860$1.03M0.7%00.0%UnchangedHistory
TLSTelos CorpCOM115,000$929.0K0.6%00.0%UnchangedHistory
GVPGse Systems IncCOM739,088$924.0K0.6%00.0%UnchangedHistory
EGIOEdgio, Inc.COM400,000$924.0K0.6%+100,000+33.3%AddedHistory
EVEREverQuote, Inc.COM CL A96,509$853.0K0.6%00.0%UnchangedHistory
NEXNNexxen International Ltd.ADS63,017$547.0K0.4%00.0%UnchangedHistory
DMSDigital Media Solutions, Inc.COM CL A328,234$364.0K0.3%−47,000−12.5%ReducedHistory

Sold out since Q1 2022 (3)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of S Squared Technology, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
CHGGChegg, IncCOM108,259$3.93M2.0%History
ONTFON24 Inc.COM154,086$2.03M1.0%History
Ironsource LtdM5R75Y101CL A ORD SHS100,000$480.0K0.2%–