2026 Q1 Portfolio Activity
In 2026 Q1, Potomac Capital Management, Inc. maintained a portfolio of 84 distinct positions. The most significant new addition was Compass Diversified, now representing 1.66% of the total fund value. They heavily accumulated shares in ANTERIX INC, increasing the position by 555.9%. Conversely, Potomac Capital Management, Inc. completely exited their position in XPERI INC-W/I.
Position History
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Total Positions
84
Quarter
2026 Q1
Top Holding
SATS (20.2%)
Top 10 Concentration
56.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 84
Potomac Capital Management, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SATS
ECHOSTAR HOLDIN...
|
Communication Services | 20.16% | 21.73% |
#1
Prev: #1
|
6.0 |
—
|
-50,900 | -20.4% |
P
S
|
198,000 | $23,179,860 |
$25.49
+435.6%
|
2013 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
ATEX
ANTERIX INC
|
Communication Services | 5.77% | 2.83% |
#2
5
Prev: #7
|
5.8 |
—
|
12,402 | 7.7% |
P
S
|
173,802 | $6,637,498 |
$23.00
+155.6%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
DSP
VIANT TECHNOLOG...
|
Technology | 5.19% | 4.26% |
#3
Prev: #3
|
5.6 |
—
|
91,886 | 20.8% |
P
S
|
532,636 | $5,965,523 |
$7.17
+53.3%
|
2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
LSAK
LESAKA TECHNOLO...
|
Technology | 4.92% | 3.83% |
#4
Prev: #4
|
4.5 |
—
|
113,126 | 11.3% |
P
S
|
1,112,242 | $5,661,312 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CNXX
CONX CORP
|
Bond/Debt | 4.75% | 3.52% |
#5
Prev: #5
|
3.4 |
—
|
no change | no change |
P
S
|
1,196,710 | $5,456,998 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
INSE
INSPIRED ENTERT...
|
Consumer Cyclical | 3.82% | 4.89% |
#6
4
Prev: #2
|
2.0 |
—
|
-33,900 | -5.2% |
P
S
|
616,600 | $4,396,358 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KVHI
KVH INDUSTRIES ...
|
Communication Services | 3.63% | 2.61% |
#7
3
Prev: #10
|
2.0 |
—
|
-700 | -0.2% |
P
S
|
465,900 | $4,174,464 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XPER
XPERI INC-W/I
|
Technology | 3.02% | 2.82% |
#8
Prev: #8
|
1.7 |
—
|
19,300 | 3.2% |
P
S
|
619,300 | $3,468,080 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PESI
PERMA-FIX ENVIR...
|
Industrials | 2.76% | 3.46% |
#9
3
Prev: #6
|
1.6 |
—
|
-45,100 | -13.2% |
P
S
|
296,700 | $3,171,723 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CLAR
CLARUS CORPORAT...
|
Consumer Cyclical | 2.68% | 2.61% |
#10
2
Prev: #12
|
3.1 |
—
|
162,500 | 16.8% |
P
S
|
1,131,000 | $3,076,320 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AIOT
POWERFLEET INC
|
Technology | 2.44% | 0.88% |
#11
17
Prev: #28
|
4.0 |
—
|
705,200 | 342.3% |
P
S
|
911,200 | $2,806,496 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ALLT
ALLOT COMMUNICA...
|
Technology | 2.16% | 2.80% |
#12
3
Prev: #9
|
2.9 |
—
|
19,112 | 5.4% |
P
S
|
373,400 | $2,486,844 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DUOT
DUOS TECHNOLOGI...
|
Technology | 1.93% | 2.48% |
#13
Prev: #13
|
2.8 |
—
|
49,947 | 18.2% |
P
S
|
324,182 | $2,223,889 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LION
LIONSGATE STUDI...
|
Unknown | 1.81% | 1.65% |
#14
4
Prev: #18
|
1.2 |
—
|
-8,025 | -3.6% |
P
S
|
216,975 | $2,080,790 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GANX
GAIN THERAPEUTI...
|
Healthcare | 1.70% | 2.61% |
#15
4
Prev: #11
|
1.2 |
—
|
-1,400 | -0.1% |
P
S
|
1,008,600 | $1,956,684 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CMPO
GPGI INC
|
Unknown | 1.69% | 1.81% |
#16
1
Prev: #17
|
1.2 |
—
|
-3,500 | -3.0% |
P
S
|
113,500 | $1,940,850 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CODI
Compass Diversi...
|
Industrials | 1.66% | — |
#17
Prev: #—
|
4.2 |
—
|
243,300 | — |
NEW
|
243,300 | $1,912,338 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GRPN
GROUPON INC
|
Communication Services | 1.61% | 2.11% |
#18
3
Prev: #15
|
1.1 |
—
|
6,300 | 4.2% |
P
S
|
155,800 | $1,854,020 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GSIT
GSI TECHNOLOGY ...
|
Technology | 1.56% | — |
#19
Prev: #—
|
4.1 |
—
|
348,400 | — |
NEW
|
348,400 | $1,790,776 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CDZI
CADIZ INC
|
Utilities | 1.43% | 1.51% |
#20
Prev: #20
|
1.6 |
—
|
no change | no change |
P
S
|
335,000 | $1,644,850 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVD
AMERICAN VANGUA...
|
ETF | 1.35% | 1.41% |
#21
Prev: #21
|
3.0 |
—
|
163,750 | 35.7% |
P
S
|
622,050 | $1,548,905 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HCKT
THE HACKET GROU...
|
Technology | 1.33% | — |
#22
Prev: #—
|
4.0 |
—
|
117,104 | — |
NEW
|
117,104 | $1,523,523 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ARLO
ARLO TECHNOLOGI...
|
Industrials | 1.24% | — |
#23
Prev: #—
|
4.0 |
—
|
100,000 | — |
NEW
|
100,000 | $1,423,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FENC
FENNEC PHARMACE...
|
Healthcare | 1.20% | 0.59% |
#24
15
Prev: #39
|
3.5 |
—
|
129,300 | 136.0% |
P
S
|
224,400 | $1,380,060 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WYY
WIDEPOINT CORP
|
Technology | 1.18% | 0.84% |
#25
4
Prev: #29
|
3.0 |
—
|
77,110 | 39.4% |
P
S
|
272,780 | $1,361,172 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BABA
ALIBABA GROUP H...
|
Consumer Cyclical | 1.18% | 1.30% |
#26
3
Prev: #23
|
1.0 |
—
|
-200 | -1.8% |
P
S
|
10,800 | $1,354,968 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
III
INFORMATION SER...
|
Technology | 0.97% | 1.35% |
#27
5
Prev: #22
|
1.4 |
—
|
no change | no change |
P
S
|
291,800 | $1,120,512 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GILT
GILAT SATELLITE...
|
Technology | 0.95% | 0.95% |
#28
2
Prev: #26
|
0.4 |
—
|
-18,358 | -20.1% |
P
S
|
72,842 | $1,094,087 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PXLW
PIXELWORKS INC
|
Technology | 0.94% | 1.02% |
#29
5
Prev: #24
|
1.4 |
—
|
no change | no change |
P
S
|
200,000 | $1,080,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MX
MAGNACHIP SEMIC...
|
Technology | 0.89% | 0.79% |
#30
Prev: #30
|
0.9 |
—
|
-21,900 | -5.7% |
P
S
|
365,000 | $1,022,000 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BAC
BANK OF AMERICA...
|
Financial Services | 0.85% | 0.88% |
#31
4
Prev: #27
|
1.3 |
—
|
no change | no change |
P
S
|
20,000 | $975,000 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ADTN
ADTRAN HOLDINGS...
|
Technology | 0.84% | — |
#32
Prev: #—
|
3.8 |
—
|
77,200 | — |
NEW
|
77,200 | $971,176 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BW
BABCOCK & WILCO...
|
Industrials | 0.82% | 0.33% |
#33
21
Prev: #54
|
1.3 |
—
|
no change | no change |
P
S
|
64,000 | $940,160 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CXDO
CREXENDO INC
|
Communication Services | 0.75% | 0.79% |
#34
3
Prev: #31
|
0.8 |
—
|
-12,732 | -8.4% |
P
S
|
139,568 | $861,135 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TPCS
TECHPRECISION C...
|
Industrials | 0.65% | 0.97% |
#35
10
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
249,561 | $751,179 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QLD
PROSHARES ULTRA...
|
ETF | 0.64% | — |
#36
Prev: #—
|
3.8 |
—
|
12,100 | — |
NEW
|
12,100 | $738,100 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FEAM
5E ADVANCED MAT...
|
Basic Materials | 0.62% | 0.15% |
#37
29
Prev: #66
|
3.2 |
—
|
445,185 | 728.4% |
P
S
|
506,300 | $708,820 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DDI
DOUBLEDOWN INTE...
|
Communication Services | 0.58% | 0.55% |
#38
3
Prev: #41
|
1.2 |
—
|
no change | no change |
P
S
|
79,100 | $668,395 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XELB
XCEL BRANDS INC
|
Consumer Cyclical | 0.55% | 0.35% |
#39
13
Prev: #52
|
1.2 |
—
|
no change | no change |
P
S
|
408,400 | $633,020 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NN
NEXTNAV INC
|
Technology | 0.52% | 0.29% |
#40
17
Prev: #57
|
3.2 |
—
|
15,500 | 70.5% |
P
S
|
37,500 | $600,750 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
EOLS
EVOLUS INC
|
Healthcare | 0.51% | 0.75% |
#41
6
Prev: #35
|
0.7 |
—
|
328 | 0.2% |
P
S
|
141,500 | $581,565 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MCDIF
MCDERMOTT INTER...
|
Industrials | 0.45% | — |
#42
Prev: #—
|
3.7 |
—
|
20,000 | — |
NEW
|
20,000 | $520,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PRTH
PRIORITY TECHNO...
|
Technology | 0.45% | 0.43% |
#43
2
Prev: #45
|
2.2 |
—
|
9,862 | 10.0% |
P
S
|
108,800 | $513,536 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LUNA
LUNA INNOVATION...
|
Technology | 0.44% | 0.43% |
#44
3
Prev: #47
|
1.2 |
—
|
no change | no change |
P
S
|
461,770 | $507,947 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PCYO
PURE CYCLE CORP
|
Utilities | 0.43% | 0.43% |
#45
1
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
48,756 | $490,485 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CSGP
COSTAR GROUP IN...
|
Real Estate | 0.42% | — |
#46
Prev: #—
|
3.7 |
—
|
12,000 | — |
NEW
|
12,000 | $484,080 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CDXS
CODEXIS INC
|
Healthcare | 0.39% | 0.39% |
#47
2
Prev: #49
|
0.7 |
—
|
-25,800 | -8.6% |
P
S
|
274,200 | $446,946 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PRCH
PORCH GROUP INC
|
Financial Services | 0.38% | — |
#48
Prev: #—
|
3.7 |
—
|
61,500 | — |
NEW
|
61,500 | $440,955 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRLT
BRILLIANT EARTH...
|
Consumer Cyclical | 0.36% | 0.34% |
#49
4
Prev: #53
|
2.6 |
—
|
74,000 | 30.7% |
P
S
|
315,000 | $418,950 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DHC
DIVERSIFIED HEA...
|
Real Estate | 0.35% | 0.78% |
#50
17
Prev: #33
|
0.1 |
—
|
-140,000 | -70.0% |
P
S
|
60,000 | $398,400 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 84 holdings