G2 Investment Partners Acquires Stake in Xometry
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 27 minutes ago
0mins
Should l Buy XMTR?
Source: NASDAQ.COM
- New Investment Position: G2 Investment Partners has established a new position in Xometry, acquiring 221,679 shares valued at $13.2 million, which represents 3.1% of its assets under management, indicating confidence in the company's prospects.
- Rapid Accumulation: G2 quickly ramped up its holdings in Xometry to become one of its largest positions by year-end, despite holding no shares as of September 30, reflecting optimism about Xometry's growth potential.
- Financial Performance: Xometry reported a loss of $8.6 million in the fourth quarter, an improvement from a $9.9 million loss a year earlier, while revenue surged 30% year-over-year to $192 million, showcasing its competitive edge in a rapidly growing market.
- Market Outlook: The number of active suppliers and buyers for Xometry increased by 17% and 20%, respectively, and despite a 34.8% drop in stock price, the company must achieve GAAP profitability to support long-term stock appreciation potential.
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Analyst Views on XMTR
Wall Street analysts forecast XMTR stock price to rise
8 Analyst Rating
4 Buy
4 Hold
0 Sell
Moderate Buy
Current: 38.780
Low
54.00
Averages
61.80
High
75.00
Current: 38.780
Low
54.00
Averages
61.80
High
75.00
About XMTR
Xometry, Inc. provides an artificial intelligence (AI)-powered marketplace, the Thomasnet.com industrial sourcing platform and a suite of cloud-based services. The Company provides manufacturers with the critical resources they need to grow their business and makes it easy for buyers to create locally resilient supply chains. It connects buyers with suppliers of manufacturing services. Xometry Instant Quoting Engine leverages millions of pieces of data to analyze complex parts in real-time, matches buyers with the right suppliers globally, and provides pricing and lead times. Its AI-enabled technology platform is powered by machine learning algorithms and datasets, resulting in a two-sided marketplace. It uses technology to enable product designers, engineers, buyers, and supply chain professionals to access the capacity of a global network of manufacturing facilities. Its suppliers’ capabilities include computer numerical control manufacturing, and sheet cutting, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
G2 Investment Partners Acquires Stake in Xometry
- New Investment Position: G2 Investment Partners has established a new position in Xometry, acquiring 221,679 shares valued at $13.2 million, which represents 3.1% of its assets under management, indicating confidence in the company's prospects.
- Rapid Accumulation: G2 quickly ramped up its holdings in Xometry to become one of its largest positions by year-end, despite holding no shares as of September 30, reflecting optimism about Xometry's growth potential.
- Financial Performance: Xometry reported a loss of $8.6 million in the fourth quarter, an improvement from a $9.9 million loss a year earlier, while revenue surged 30% year-over-year to $192 million, showcasing its competitive edge in a rapidly growing market.
- Market Outlook: The number of active suppliers and buyers for Xometry increased by 17% and 20%, respectively, and despite a 34.8% drop in stock price, the company must achieve GAAP profitability to support long-term stock appreciation potential.
See More
G2 Investment Partners Acquires Stake in Xometry
- Stake Acquisition: G2 Investment Partners disclosed in an SEC filing on February 17 that it acquired 221,679 shares of Xometry, valued at $13.2 million, representing 3.1% of its assets under management.
- Top Holdings Overview: Following the acquisition, G2's major holdings include NASDAQ: DAVE ($29.4 million, 7.0% of AUM) and NYSE: PACK ($18.1 million, 4.3% of AUM), indicating a focus on diversified investments.
- Financial Performance: Xometry reported a 30% year-over-year revenue increase in Q4 2022, reaching $192 million, although it still posted a GAAP net loss of $8.6 million, despite a 17% and 20% increase in active suppliers and buyers, respectively.
- Market Outlook: While Xometry's stock has dropped 34.8% this year, it has gained 50.9% over the past year, highlighting its potential in the rapidly growing on-demand manufacturing market, though profitability is essential for long-term stock appreciation.
See More
Brown Capital Management Sells AppFolio Shares Worth $45.11 Million
- Share Sale Details: Brown Capital Management sold 189,819 shares of AppFolio in Q4 2026, valued at approximately $45.11 million, indicating a potential decline in confidence regarding the company's future performance.
- Holding Proportion Change: Following this transaction, AppFolio now represents only 2.9% of Brown Capital's 13F assets, suggesting a diminished significance in their investment portfolio that could influence future investment strategies.
- Market Performance Analysis: As of February 17, 2026, AppFolio shares were priced at $168.79, down 20.6% year-over-year and trailing the S&P 500 by 34.25 percentage points, reflecting a waning investor confidence in the stock.
- Investor Focus: The reduction in holdings by Brown Capital may relate to managing outflows or locking in gains, prompting investors to monitor AppFolio's customer retention rates and revenue growth per unit to assess its future growth potential.
See More
Brown Capital Sells AppFolio Shares Worth $45.11 Million
- Share Sale Details: On February 17, 2026, Brown Capital sold 189,819 shares of AppFolio, with an estimated transaction value of $45.11 million, indicating a strategic move to manage liquidity amid market fluctuations.
- Decline in Position Value: Following the sale, the quarter-end value of AppFolio's position decreased by $58.87 million, illustrating the dual impact of share reduction and price movement, which may affect investor confidence in the stock.
- Change in Holding Proportion: Post-sale, Brown Capital's remaining 152,123 shares now represent only 2.9% of its assets under management, removing AppFolio from its top five holdings, signaling a shift in investment strategy.
- Market Reaction: AppFolio's stock has fallen 21% over the past year, reflecting investor cooling towards high-multiple software companies, with future growth hinging on increasing managed units and revenue per unit through value-added services.
See More
Xometry Launches New Lead Time Prediction Model and Pricing Logic
- Model Upgrade: Xometry's new Enterprise Machining Lead Time Prediction Model significantly enhances prediction accuracy by leveraging real-world production data from its global Partner Network, achieving a notable reduction in RMSLE, thus providing customers with more reliable timelines for custom-ordered parts.
- Expanded Rapid Delivery Options: The new model optimizes for and facilitates 1-day lead times based on historical supplier performance data, which enhances customer market responsiveness and strengthens Xometry's competitive edge in the rapid manufacturing sector.
- Enhanced Dynamic Pricing Logic: Xometry's dynamic pricing logic constructs personalized price-response functions by analyzing unique geometric features and customer-specific historical data, aiming to improve user experience and increase revenue per user, with broader deployment expected in Q1 2026.
- Accelerated Marketplace Flywheel: This release serves as a foundation for future innovations, enabling Xometry to quickly address complex sourcing challenges through a closed-loop data system, thereby enhancing manufacturing speed and reliability while reinforcing its leadership in AI-powered industrial sourcing.
See More
Xometry Management to Attend Investor Events
- Investor Event Schedule: Xometry's management team will attend the Citizens Technology Conference on March 3 in San Francisco, featuring a fireside chat at 11:00 AM PT, aimed at enhancing investor engagement and transparency.
- Global Technology Conference: Additionally, Xometry will participate in the Cantor Global Technology & Industrial Growth Conference on March 11 in New York City, further showcasing its leadership in the custom manufacturing sector.
- Webcast Availability: The webcast and replay of the fireside chat will be accessible through Xometry's Investor Relations section on their website after the session, ensuring that investors unable to attend in person can still access relevant information.
- Digital Manufacturing Platform: Xometry's AI-native marketplace and Thomasnet® industrial sourcing platform are rapidly digitizing the manufacturing industry, providing manufacturers with critical resources and streamlining the procurement process, thereby enhancing business growth potential.
See More
G2 Investment Partners Acquires Stake in Xometry
- New Investment Position: G2 Investment Partners has established a new position in Xometry, acquiring 221,679 shares valued at $13.2 million, which represents 3.1% of its assets under management, indicating confidence in the company's prospects.
- Rapid Accumulation: G2 quickly ramped up its holdings in Xometry to become one of its largest positions by year-end, despite holding no shares as of September 30, reflecting optimism about Xometry's growth potential.
- Financial Performance: Xometry reported a loss of $8.6 million in the fourth quarter, an improvement from a $9.9 million loss a year earlier, while revenue surged 30% year-over-year to $192 million, showcasing its competitive edge in a rapidly growing market.
- Market Outlook: The number of active suppliers and buyers for Xometry increased by 17% and 20%, respectively, and despite a 34.8% drop in stock price, the company must achieve GAAP profitability to support long-term stock appreciation potential.
See More
G2 Investment Partners Acquires Stake in Xometry
- Stake Acquisition: G2 Investment Partners disclosed in an SEC filing on February 17 that it acquired 221,679 shares of Xometry, valued at $13.2 million, representing 3.1% of its assets under management.
- Top Holdings Overview: Following the acquisition, G2's major holdings include NASDAQ: DAVE ($29.4 million, 7.0% of AUM) and NYSE: PACK ($18.1 million, 4.3% of AUM), indicating a focus on diversified investments.
- Financial Performance: Xometry reported a 30% year-over-year revenue increase in Q4 2022, reaching $192 million, although it still posted a GAAP net loss of $8.6 million, despite a 17% and 20% increase in active suppliers and buyers, respectively.
- Market Outlook: While Xometry's stock has dropped 34.8% this year, it has gained 50.9% over the past year, highlighting its potential in the rapidly growing on-demand manufacturing market, though profitability is essential for long-term stock appreciation.
See More
Brown Capital Management Sells AppFolio Shares Worth $45.11 Million
- Share Sale Details: Brown Capital Management sold 189,819 shares of AppFolio in Q4 2026, valued at approximately $45.11 million, indicating a potential decline in confidence regarding the company's future performance.
- Holding Proportion Change: Following this transaction, AppFolio now represents only 2.9% of Brown Capital's 13F assets, suggesting a diminished significance in their investment portfolio that could influence future investment strategies.
- Market Performance Analysis: As of February 17, 2026, AppFolio shares were priced at $168.79, down 20.6% year-over-year and trailing the S&P 500 by 34.25 percentage points, reflecting a waning investor confidence in the stock.
- Investor Focus: The reduction in holdings by Brown Capital may relate to managing outflows or locking in gains, prompting investors to monitor AppFolio's customer retention rates and revenue growth per unit to assess its future growth potential.
See More
Brown Capital Sells AppFolio Shares Worth $45.11 Million
- Share Sale Details: On February 17, 2026, Brown Capital sold 189,819 shares of AppFolio, with an estimated transaction value of $45.11 million, indicating a strategic move to manage liquidity amid market fluctuations.
- Decline in Position Value: Following the sale, the quarter-end value of AppFolio's position decreased by $58.87 million, illustrating the dual impact of share reduction and price movement, which may affect investor confidence in the stock.
- Change in Holding Proportion: Post-sale, Brown Capital's remaining 152,123 shares now represent only 2.9% of its assets under management, removing AppFolio from its top five holdings, signaling a shift in investment strategy.
- Market Reaction: AppFolio's stock has fallen 21% over the past year, reflecting investor cooling towards high-multiple software companies, with future growth hinging on increasing managed units and revenue per unit through value-added services.
See More
Xometry Launches New Lead Time Prediction Model and Pricing Logic
- Model Upgrade: Xometry's new Enterprise Machining Lead Time Prediction Model significantly enhances prediction accuracy by leveraging real-world production data from its global Partner Network, achieving a notable reduction in RMSLE, thus providing customers with more reliable timelines for custom-ordered parts.
- Expanded Rapid Delivery Options: The new model optimizes for and facilitates 1-day lead times based on historical supplier performance data, which enhances customer market responsiveness and strengthens Xometry's competitive edge in the rapid manufacturing sector.
- Enhanced Dynamic Pricing Logic: Xometry's dynamic pricing logic constructs personalized price-response functions by analyzing unique geometric features and customer-specific historical data, aiming to improve user experience and increase revenue per user, with broader deployment expected in Q1 2026.
- Accelerated Marketplace Flywheel: This release serves as a foundation for future innovations, enabling Xometry to quickly address complex sourcing challenges through a closed-loop data system, thereby enhancing manufacturing speed and reliability while reinforcing its leadership in AI-powered industrial sourcing.
See More
Xometry Management to Attend Investor Events
- Investor Event Schedule: Xometry's management team will attend the Citizens Technology Conference on March 3 in San Francisco, featuring a fireside chat at 11:00 AM PT, aimed at enhancing investor engagement and transparency.
- Global Technology Conference: Additionally, Xometry will participate in the Cantor Global Technology & Industrial Growth Conference on March 11 in New York City, further showcasing its leadership in the custom manufacturing sector.
- Webcast Availability: The webcast and replay of the fireside chat will be accessible through Xometry's Investor Relations section on their website after the session, ensuring that investors unable to attend in person can still access relevant information.
- Digital Manufacturing Platform: Xometry's AI-native marketplace and Thomasnet® industrial sourcing platform are rapidly digitizing the manufacturing industry, providing manufacturers with critical resources and streamlining the procurement process, thereby enhancing business growth potential.
See More
