Potomac Capital Management, Inc.

CIK

1418746

Location

NEW YORK, NY

Portfolio Value

Small $144,836,740

Diversification

Diversified

Filing Date

Global Rank

#7,527 / 8,819 ▲ 154

Top Industry

Telecom Services 28.4%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

12 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 58.2%, 19.9 effective positions, active share 99.1% against the Russell 2000 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: the Russell 2000 as of 2026-06-30, active share 99.1%; sector active share 29.5% against the combined 13F book's sector weights.

Over time 12 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

65 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.7%

−7.8 pts

Top 5

38.1%

−5.7 pts

Top 10

55.3%

−3.9 pts

HHI

470

Diversified−167

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.9%	$44,739,062	22
Communication Services	27.2%	$39,415,279	4
Industrials	12.0%	$17,416,342	9
Unclassified	11.5%	$16,616,715	5
Consumer Cyclical	8.6%	$12,424,611	9
Healthcare	4.4%	$6,347,492	5
Real Estate	1.8%	$2,621,480	3
Financial Services	1.5%	$2,140,960	3
Basic Materials	1.2%	$1,708,341	2
Consumer Defensive	0.6%	$884,282	2
Utilities	0.4%	$522,176	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
SVC	Service Properties Trust	+438,000	647,000	$1,093,430
LSAK	Lesaka Technologies Inc	+402,758	1,515,000	$7,529,550
PESI	Perma Fix Environmental Services Inc	+180,300	477,000	$6,816,330
INTZ	Intrusion Inc	+53,014	518,429	$482,138
NN	Nextnav Inc.	+41,450	78,950	$1,407,678
TPCS	Techprecision Corp	+29,835	279,396	$1,464,035
CSGP	Costar Group, Inc.	+28,000	40,000	$1,132,800
WYY	Widepoint Corp	+26,382	299,162	$5,235,335
BRLT	Brilliant Earth Group, Inc.	+25,000	340,000	$384,200
CDZI	Cadiz Inc	+15,000	350,000	$1,463,000
FPH	Five Point Holdings, LLC	+15,000	75,000	$395,250
RMNI	Rimini Street, Inc.	+11,395	95,328	$406,097
OWLT	Owlet, Inc.	+6,920	77,420	$444,390
DSP	Viant Technology Inc.	+5,364	538,000	$6,811,080
XPER	Xperi Inc.	+5,000	624,300	$5,137,989
AVNW	Aviat Networks, Inc.	+1,600	3,600	$79,920
AIOT	Powerfleet, Inc.	+800	912,000	$3,492,960
ALLT	Allot Ltd.	+200	373,600	$3,306,360
INSE	Inspired Entertainment, Inc.	+200	616,800	$5,088,600
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
AVD	American Vanguard Corp	−263,270	358,780	$1,004,584
KVHI	Kvh Industries Inc \De\	−205,399	260,501	$2,581,564
GSIT	Gsi Technology Inc	−180,290	168,110	$1,299,490
XELB	XCel Brands, Inc.	−158,342	250,058	$450,104
CONX	Direxion Daily COIN Bull 2X ETF	−150,000	1,046,710	$5,401,023
CODI	Compass Diversified Holdings	−78,300	165,000	$1,758,900
ADTN	ADTRAN Holdings, Inc.	−67,200	10,000	$139,000
GANX	Gain Therapeutics, Inc.	−62,200	946,400	$1,921,192
LION	Lionsgate Studios Corp.	−47,975	169,000	$2,587,390
UIS	Unisys Corp	−45,600	50,000	$183,000
GRPN	Groupon, Inc.	−32,600	123,200	$2,964,192
ECHO	EchoStar CORP	−31,723	166,277	$16,877,115
ATEX	Anterix Inc.	−18,731	155,071	$15,963,008
PRTH	Priority Technology Holdings, Inc.	−16,594	92,206	$615,014
CDXS	Codexis, Inc.	−14,200	260,000	$587,600
PRCH	Porch Group, Inc.	−11,500	50,000	$752,000
DUOT	Duos Technologies Group, Inc.	−10,882	313,300	$3,759,600
REEAF	REE Automotive Ltd.	−10,615	397,585	$77,926
PMTS	CPI Card Group Inc.	−100	12,000	$249,360
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
SHMD	SCHMID Group N.V.	288,200	$1,804,132
ACVA	ACV Auctions Inc.	197,200	$1,417,868
VXX		40,300	$890,227
AVPT	AvePoint, Inc.	75,500	$846,355
KOPN	Kopin Corp	185,000	$828,800
ISPR	Ispire Technology Inc.	598,600	$670,432
FIGS	FIGS, Inc.	12,500	$127,875
RELL	Richardson Electronics, Ltd.	5,000	$95,050
CNDT	CONDUENT Inc	50,000	$73,000
SPT	Sprout Social, Inc.	100	$755
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
HCKT	Hackett Group, Inc.	117,104	$1,523,523
PXLW	Pixelworks, Inc	200,000	$1,080,000
MX	MAGNACHIP SEMICONDUCTOR Corp	365,000	$1,022,000
CXDO	Crexendo, Inc.	139,568	$861,134
QLD	ProShares Ultra QQQ	12,100	$738,100
DDI	DoubleDown Interactive Co., Ltd.	79,100	$668,395
DHC	Diversified Healthcare Trust	60,000	$398,400
IDAI	T Stamp Inc	160,900	$384,551
INSG	Inseego Corp.	300	$3,336
—		461,770	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 tracked positions · $144,836,740 total · filing declares 71 positions · $146,525,086 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
ATEX	Anterix Inc. PUT + SHARES Communication Services	Reduced	165,071	-16,231	$16,992,408	+145.4%	3	before history	11.73%
ECHO	EchoStar CORP Communication Services	Reduced	166,277	-31,723	$16,877,115	−27.2%	3	before history	11.65%
LSAK	Lesaka Technologies Inc Technology	Added	1,515,000	+402,758	$7,529,550	+33.0%	3	before history	5.20%
DSP	Viant Technology Inc. CALL + SHARES Technology	Added	548,100	+15,464	$6,938,946	+16.3%	3	before history	4.79%
PESI	Perma Fix Environmental Services Inc Industrials	Added	477,000	+180,300	$6,816,330	+114.9%	3	before history	4.71%
CONX	Direxion Daily COIN Bull 2X ETF	Reduced	1,046,710	-150,000	$5,401,023	−46.7%	3	before history	3.73%
WYY	Widepoint Corp Technology	Added	299,162	+26,382	$5,235,335	+284.6%	3	before history	3.61%
XPER	Xperi Inc. Technology	Added	624,300	+4,000	$5,137,989	+47.9%	3	before history	3.55%
INSE	Inspired Entertainment, Inc. Consumer Cyclical	Added	616,800	+200	$5,088,600	+15.7%	3	before history	3.51%
IWM	iShares Russell 2000 ETF PUT	NEW	13,500	NEW	$4,056,075	NEW	—	—	2.80%
DUOT	Duos Technologies Group, Inc. Technology	Reduced	313,300	-10,882	$3,759,600	+69.1%	3	before history	2.60%
QQQ	Invesco Qqq Trust, Series 1 PUT	NEW	5,000	NEW	$3,682,000	NEW	—	—	2.54%
CLAR	Clarus Corp Consumer Cyclical	Held	1,131,000	0	$3,562,650	+15.8%	3	before history	2.46%
AIOT	Powerfleet, Inc. Technology	Added	912,000	+800	$3,492,960	+24.5%	3	before history	2.41%
ALLT	Allot Ltd. Technology	Added	373,600	+200	$3,306,360	+33.0%	3	before history	2.28%
GRPN	Groupon, Inc. Communication Services	Reduced	123,200	-32,600	$2,964,192	+59.9%	3	before history	2.05%
LION	Lionsgate Studios Corp.	Reduced	169,000	-47,975	$2,587,390	+24.3%	3	before history	1.79%
KVHI	Kvh Industries Inc \De\ Communication Services	Reduced	260,501	-205,399	$2,581,564	−38.2%	3	before history	1.78%
FENC	Fennec Pharmaceuticals Inc. Healthcare	Held	224,400	0	$2,412,300	+74.8%	3	before history	1.67%
NN	Nextnav Inc. CALL + SHARES Technology	Added	118,950	+71,450	$2,120,878	+178.7%	3	before history	1.46%
GANX	Gain Therapeutics, Inc. Healthcare	Reduced	946,400	-62,200	$1,921,192	−1.8%	3	before history	1.33%
SHMD	SCHMID Group N.V. Industrials	NEW	288,200	NEW	$1,804,132	NEW	1	$6.13	1.25%
GPGI	GPGI, Inc. Industrials	Held	113,500	0	$1,798,975	−7.3%	3	before history	1.24%
CODI	Compass Diversified Holdings Industrials	Reduced	165,000	-78,300	$1,758,900	−8.0%	2	$6.37	1.21%
TPCS	Techprecision Corp Industrials	Added	279,396	+29,835	$1,464,035	+94.9%	3	before history	1.01%
CDZI	Cadiz Inc Industrials	Added	350,000	+15,000	$1,463,000	−11.1%	3	before history	1.01%
ACVA	ACV Auctions Inc. Consumer Cyclical	NEW	197,200	NEW	$1,417,868	NEW	1	$5.67	0.98%
ARLO	Arlo Technologies, Inc. Industrials	Held	100,000	0	$1,348,000	−5.3%	2	$13.37	0.93%
GSIT	Gsi Technology Inc Technology	Reduced	168,110	-180,290	$1,299,490	−27.4%	2	$7.26	0.90%
III	Information Services Group Inc. Technology	Held	291,800	0	$1,199,298	+7.0%	3	before history	0.83%
BAC	Bank Of America Corp Financial Services	Held	20,000	0	$1,139,600	+16.9%	3	before history	0.79%
CSGP	Costar Group, Inc. Real Estate	Added	40,000	+28,000	$1,132,800	+134.0%	2	$39.69	0.78%
SVC	Service Properties Trust Real Estate	Added	647,000	+438,000	$1,093,430	+284.7%	3	before history	0.75%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	10,800	0	$1,036,584	−23.5%	3	before history	0.72%
AVD	American Vanguard Corp Basic Materials	Reduced	358,780	-263,270	$1,004,584	−35.1%	3	before history	0.69%
EOLS	Evolus, Inc. Healthcare	Held	141,500	0	$982,010	+68.9%	3	before history	0.68%
GILT	Gilat Satellite Networks Ltd Technology	Held	72,842	0	$969,527	−11.4%	3	before history	0.67%
BW	Babcock & Wilcox Enterprises, Inc. Industrials	Held	64,000	0	$902,400	−4.0%	3	before history	0.62%
VXX		NEW	40,300	NEW	$890,227	NEW	1	$27.18	0.61%
AVPT	AvePoint, Inc. Technology	NEW	75,500	NEW	$846,355	NEW	1	$10.28	0.58%
KOPN	Kopin Corp Technology	NEW	185,000	NEW	$828,800	NEW	1	$4.36	0.57%
PRCH	Porch Group, Inc. Financial Services	Reduced	50,000	-11,500	$752,000	+70.5%	2	$7.99	0.52%
FEAM	5E Advanced Materials, Inc. Basic Materials	Held	506,300	0	$703,757	−0.7%	3	before history	0.49%
ISPR	Ispire Technology Inc. Consumer Defensive	NEW	598,600	NEW	$670,432	NEW	1	$1.70	0.46%
PRTH	Priority Technology Holdings, Inc. Technology	Reduced	92,206	-16,594	$615,014	+19.8%	3	before history	0.42%
CDXS	Codexis, Inc. Healthcare	Reduced	260,000	-14,200	$587,600	+31.5%	3	before history	0.41%
PCYO	Pure Cycle Corp Utilities	Held	48,756	0	$522,176	+6.5%	3	before history	0.36%
INTZ	Intrusion Inc Technology	Added	518,429	+53,014	$482,138	+26.3%	3	before history	0.33%
XELB	XCel Brands, Inc. Consumer Cyclical	Reduced	250,058	-158,342	$450,104	−28.9%	3	before history	0.31%
OWLT	Owlet, Inc. Healthcare	Added	77,420	+6,920	$444,390	+22.6%	3	before history	0.31%

Showing the top 50 of 65 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.