Voss Capital, LLC reported a +1.0% return for Voss Value Fund, LP, and +0.6% return for Voss Value Offshore Fund, Ltd in Q2 2025, compared to +8.5% for the Russell 2000 Index, +5.0% for the Russell 2000 Value Index, and +10.9% for the S&P 500 Index. Top 10 longs weighted at 66.9%, top 10 shorts at -40.8%.

Cellebrite DI Ltd. (NASDAQ:CLBT) saw a 17.81% one-month return, closing at $16.47 on August 27, 2025. Market cap at $4.026 billion. Voss Capital highlighted that Cellebrite DI Ltd. (NASDAQ:CLBT) remains a leading provider of digital forensics software, with strong gross margins and billings growth exceeding revenue and ARR growth.

Cellebrite DI Ltd. (NASDAQ:CLBT) reported revenue of $113.3 million in Q2 2025, up 18% from Q2 2024, with subscription revenue growth of 21%. Despite potential, 38 hedge fund portfolios held Cellebrite DI Ltd. (NASDAQ:CLBT) in Q1 2025. Voss Capital noted that while Cellebrite DI Ltd. (NASDAQ:CLBT) has investment potential, certain AI stocks may offer greater upside with lower risk.

Read more at Yahoo Finance: Is Cellebrite (CLBT) Poised to Re-Accelerate in 2026?