G2 Investment Partners Initiates a New Position in Xometry

4 days ago 5

Lawrence Rothman, CFA, The Motley Fool

Wed, March 18, 2026 astatine 6:57 AM CDT 3 min read

According to a Securities and Exchange Commission (SEC) filing dated Feb. 17, G2 Investment Partners Management LLC reported a caller involvement successful Xometry Xometry (NASDAQ:XMTR), acquiring 221,679 shares.

New presumption successful Xometry
Post-trade stake: 221,679 shares valued astatine $13.2 million
Position represents 3.1% of the fund’s AUM

Top holdings aft the filing:
- NASDAQ: DAVE: $29.4 cardinal (7.0% of AUM)
- NYSE: PACK: $18.1 cardinal (4.3% of AUM)
- NASDAQ: AEIS: $17.3 cardinal (4.1% of AUM)
- NYSE: CLS: $14.7 cardinal (3.5% of AUM)
- NASDAQ: VIAV: $14.7 cardinal (3.5% of AUM)

Metric

Value

Revenue (TTM)	$686.6 million
Net Income (TTM)	($61.8 million)
Price (as of marketplace adjacent Feb. 17)	$55.83

Xometry is simply a starring integer marketplace for on-demand manufacturing, leveraging a wide spouse web to present customized parts and assemblies astatine scale. Xometry enables a wide scope of customers to root manufactured parts and assemblies utilizing its technology-driven marketplace platform.

Offers a marketplace for sourcing manufactured parts and assemblies, including CNC machining, 3D printing, injection molding, and expanse metallic fabrication services.
Operates a integer level that connects buyers with a web of manufacturing partners.
Serves industries specified arsenic aerospace, automotive, electronics, medical, and concern sectors, targeting merchandise designers, engineers, and procurement professionals.

G2 Investment Partners rapidly ramped up its presumption successful Xometry to go 1 of its largest holdings. It didn’t clasp immoderate shares connected Sept. 30, but its holdings, valued astatine $13.2 million, made up 3.1% of its assets nether absorption (AUM) connected Dec. 31, according to its SEC filing.

The plus absorption steadfast held 71 positions with an AUM of $420.7 cardinal astatine year-end.

While the shares person dropped 34.8% this twelvemonth (through March 17), they person inactive gained 50.9% implicit the past year.

Xometry is simply a small-niche institution successful the industry, but it has been increasing its gross rapidly. Fourth-quarter gross accrued 30% twelvemonth implicit twelvemonth to $192 million. The institution grew the fig of progressive suppliers and buyers by 17% and 20%, respectively.

Still, Xometry doesn’t study a nett nether mostly accepted accounting principles (GAAP). It mislaid $8.6 cardinal successful the 4th fourth versus a $9.9 cardinal nonaccomplishment successful the year-ago period.

At immoderate point, the institution volition person to go profitable nether GAAP to substance semipermanent banal appreciation.

Before you bargain banal successful Xometry, see this:

Read Entire Article