Archon Capital Management Llc Activity in Q2 2026: Significant Increases & Decreases Observed
Archon Capital Management's portfolio saw notable changes this quarter, with significant increases in holdings like DDD and LOCO offset by decreases in BAND and MITK.
As of June 30th, 2026, Archon Capital Management Llc has reported specific changes to its investment positions. This analysis focuses on the observable buying and selling activity during this quarter.
The Technology sector dominated investor attention in Q2 2026, with several notable shifts:
- DDD (3D Systems Corp Del) experienced a substantial increase of approximately 219.7% in shares held by Archon Capital Management, moving from an unknown previous position to its current allocation of 2.14%.
- BAND (Bandwidth Inc) saw a significant decrease in shares held by the fund, falling by 46.59% to 8.0%.
- MITK (Mitek Systems Inc) also decreased substantially in its portfolio allocation for Archon Capital Management, dropping by 84.87% to 0.48%.
- APYX (Apyx Medical Corporation) experienced a slight decrease in its portfolio allocation, falling by 5.24% to 4.82%.
- CXM (Sprinklr Inc) decreased by 54.49% in its portfolio allocation for Archon Capital Management, down to 0.26%.
In the Consumer Cyclical sector, activity was also prominent:
- SFIX (Stitch Fix Inc) increased by 20.44% in shares held by Archon Capital Management.
- LOCO (El Pollo Loco Hldgs Inc) showed a massive increase of approximately 267.41% in shares held by the fund, boosting its portfolio allocation.
- SVV (Savers Value Vlg Inc) increased slightly by 16.52%, raising its portfolio weight.
- TDUP (ThredUp Inc) decreased significantly in its portfolio allocation, falling by -16.96%.
- RVLV (Revolve Group Inc) entered the portfolio with a new position of 2.09%.
The Technology sector also saw other notable changes:
- H82027105 (Sophia Genetics SA) was added to the portfolio with a new allocation of 1.62%.
- VYX (Ncr Voyix Corporation) entered the portfolio at 0.5%.
- QTWO (Q2 Hldgs Inc) increased by 100% in its portfolio allocation.
The Industrials sector experienced a change with TWIN (Twin Disc Inc), which saw an increase of approximately 680.07% in shares held by Archon Capital Management.
The Energy sector allocation for OII (Ocean Engineering Intl Inc) remained unchanged, showing no change from the prior period.