$1.2 Billion is the total value of Granahan Investment Management's 222 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 18.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LPSN | Buy | LIVEPERSON | $36,522,000 | +24.9% | 2,695,382 | +1.4% | 3.05% | +13.0% |
| KRNT | Buy | KORNIT DIGITAL | $30,134,000 | +27.3% | 1,969,554 | +61.0% | 2.51% | +15.2% |
| SODA | Buy | SODASTREAM INTERNATIONAL | $27,720,000 | +35.7% | 417,155 | +9.3% | 2.31% | +22.8% |
| LOPE | Buy | GRAND CANYON EDUCATION | $19,536,000 | +17.1% | 215,106 | +1.1% | 1.63% | +5.9% |
| VRTU | Buy | VIRTUSA CORP | $19,518,000 | +29.3% | 516,612 | +0.6% | 1.63% | +17.0% |
| STRA | Buy | STRAYER EDUCATION | $18,702,000 | +5.6% | 214,302 | +12.8% | 1.56% | -4.4% |
| EXAS | Buy | EXACT SCIENCES | $18,579,000 | +36.7% | 394,295 | +2.6% | 1.55% | +23.8% |
| MIME | Buy | MIMECAST LIMITED | $16,561,000 | +9.2% | 582,720 | +2.9% | 1.38% | -1.2% |
| ECHO | Buy | ECHO GLOBAL LOGISTICS | $15,851,000 | +1575.6% | 840,893 | +1669.3% | 1.32% | +1419.5% |
| ULTI | Buy | ULTIMATE SOFTWARE GROUP | $15,260,000 | +0.8% | 80,483 | +11.6% | 1.27% | -8.8% |
| TDOC | New | TELEDOC | $14,569,000 | – | 439,501 | +100.0% | 1.22% | – |
| BFAM | Buy | BRIGHT HORIZONS | $14,410,000 | +12.2% | 167,148 | +0.5% | 1.20% | +1.5% |
| WIX | Buy | WIX COM | $14,280,000 | +33.2% | 198,742 | +29.0% | 1.19% | +20.5% |
| AMBR | Buy | AMBER ROAD | $12,091,000 | -9.6% | 1,574,394 | +0.9% | 1.01% | -18.2% |
| INWK | Buy | INNER WORKINGS INC | $12,079,000 | -2.8% | 1,073,666 | +0.3% | 1.01% | -12.1% |
| HUBS | Buy | HUBSPOT | $11,994,000 | +47.9% | 142,700 | +15.7% | 1.00% | +33.7% |
| NEO | Buy | NEOGENOMICS | $11,854,000 | +30.8% | 1,065,082 | +5.3% | 0.99% | +18.4% |
| PLOW | Buy | DOUGLAS DYNAMICS | $11,661,000 | +26.5% | 295,969 | +5.6% | 0.97% | +14.5% |
| NKTR | Buy | NEKTAR | $11,611,000 | +29.3% | 483,800 | +5.4% | 0.97% | +17.0% |
| MB | Buy | MINDBODY | $11,549,000 | +7.7% | 446,766 | +13.3% | 0.96% | -2.5% |
| KAMN | Buy | KAMAN CORP | $11,247,000 | +40.9% | 201,637 | +26.0% | 0.94% | +27.4% |
| EBIX | Buy | EBIX | $11,087,000 | +195.8% | 169,912 | +144.3% | 0.92% | +168.1% |
| PDFS | Buy | PDF SOLUTIONS | $11,036,000 | -1.6% | 712,449 | +4.5% | 0.92% | -11.0% |
| CHGG | Buy | CHEGG INC | $10,610,000 | +58.3% | 714,949 | +31.1% | 0.88% | +43.2% |
| CHUY | Buy | CHUY'S HOLDINGS INC. | $9,974,000 | +617.6% | 473,828 | +697.5% | 0.83% | +550.0% |
| RUSHA | Buy | RUSH ENTERPRISES | $9,569,000 | +26.8% | 206,724 | +1.8% | 0.80% | +14.7% |
| PAYC | Buy | PAYCOM SOFTWARE | $9,080,000 | +12.1% | 121,133 | +2.3% | 0.76% | +1.5% |
| KNSL | Buy | KINSALE CAPITAL GROUP | $8,740,000 | +55.8% | 202,461 | +34.6% | 0.73% | +41.0% |
| SFE | Buy | SAFEGUARD SCIENTIFICS | $8,631,000 | +35.5% | 646,492 | +20.8% | 0.72% | +22.7% |
| CSII | Buy | CARDIOVASCULAR SYSTEMS | $8,616,000 | -6.7% | 306,058 | +6.8% | 0.72% | -15.6% |
| AKCA | New | AKCEA THERAPEUTICS | $8,528,000 | – | 308,211 | +100.0% | 0.71% | – |
| OXFD | Buy | OXFORD IMMUNOTEC GLOBAL PLC | $8,422,000 | +7.7% | 501,307 | +7.8% | 0.70% | -2.6% |
| PPBI | Buy | PACIFIC PREMIER BANCORP | $8,387,000 | +19.5% | 222,177 | +16.8% | 0.70% | +8.2% |
| TITN | Buy | TITAN MACHINERY | $8,232,000 | +17.5% | 530,067 | +36.1% | 0.69% | +6.3% |
| XLRN | Buy | ACCELERON PHARMA | $8,102,000 | +41.5% | 217,091 | +15.2% | 0.68% | +28.0% |
| CVGW | Buy | CALAVO GROWERS | $8,070,000 | +79.2% | 110,244 | +69.0% | 0.67% | +62.2% |
| MTCH | New | MATCH GROUP | $8,016,000 | – | 345,682 | +100.0% | 0.67% | – |
| NXST | Buy | NEXSTAR MEDIA GROUP | $7,857,000 | +10.4% | 126,108 | +6.0% | 0.66% | -0.2% |
| PCTY | Buy | PAYLOCITY HOLDINGS CORP | $7,776,000 | +16.1% | 159,286 | +7.5% | 0.65% | +5.2% |
| EXTR | Buy | EXTREME NETWORKS | $7,763,000 | +64.9% | 652,929 | +27.9% | 0.65% | +49.3% |
| QLYS | Buy | QUALYS INC | $7,772,000 | +27.1% | 150,036 | +0.1% | 0.65% | +14.9% |
| RTEC | Buy | RUDOLPH TECH | $7,755,000 | +20.0% | 294,878 | +4.3% | 0.65% | +8.7% |
| EVH | Buy | EVOLENT HEALTH | $7,596,000 | -6.9% | 426,764 | +32.6% | 0.63% | -15.7% |
| TNC | Buy | TENNANT CO | $7,323,000 | -5.0% | 110,624 | +5.9% | 0.61% | -14.1% |
| NTLA | Buy | INTELLIA THERAPEUTICS | $7,111,000 | +66.2% | 286,144 | +7.0% | 0.59% | +50.5% |
| TCBI | Buy | TEXAS CAPITAL BANCSHARES | $7,094,000 | +13.1% | 82,679 | +2.1% | 0.59% | +2.4% |
| POWI | Buy | POWER INTEGRATIONS | $7,091,000 | +64.2% | 96,873 | +63.5% | 0.59% | +48.5% |
| JRVR | Buy | JAMES RIVER GROUP | $6,982,000 | +29.8% | 168,328 | +24.4% | 0.58% | +17.3% |
| IRWD | Buy | IRONWOOD PHARMACEUTICALS | $6,876,000 | +4.0% | 436,000 | +24.5% | 0.57% | -5.7% |
| STAG | Buy | STAG INDUSTRIAL | $6,782,000 | +5.7% | 246,895 | +6.2% | 0.57% | -4.2% |
| FRPT | Buy | FRESHPET INC | $6,652,000 | -5.2% | 425,027 | +0.6% | 0.56% | -14.2% |
| GIMO | Buy | GIGAMON INC | $6,606,000 | +12.7% | 156,724 | +5.2% | 0.55% | +2.0% |
| GWR | Buy | GENESEE & WYOMING | $6,493,000 | +67.6% | 87,736 | +54.9% | 0.54% | +51.8% |
| PCRX | Buy | PACIRA PHARMACEUTICALS | $6,326,000 | -5.8% | 168,464 | +19.6% | 0.53% | -14.7% |
| TCMD | Buy | TACTILE SYSTEMS TECHNOLOGY | $6,114,000 | +154.8% | 197,537 | +135.3% | 0.51% | +130.8% |
| LAWS | Buy | LAWSON PRODUCTS | $5,901,000 | +24.1% | 234,153 | +9.1% | 0.49% | +12.3% |
| PRFT | Buy | PERFICIENT | $5,849,000 | +10.8% | 297,342 | +5.0% | 0.49% | +0.2% |
| EDIT | Buy | EDITAS MEDICINE | $5,804,000 | +53.2% | 241,719 | +7.1% | 0.48% | +38.7% |
| CNMD | Buy | CONMED CORP | $5,414,000 | +10.3% | 103,176 | +7.0% | 0.45% | -0.2% |
| CALD | Buy | CALLIDUS SOFTWARE | $5,418,000 | +19.6% | 219,813 | +17.4% | 0.45% | +8.1% |
| EVBG | New | EVERBRIDGE | $5,296,000 | – | 200,442 | +100.0% | 0.44% | – |
| ZEN | New | ZENDESK | $5,290,000 | – | 181,736 | +100.0% | 0.44% | – |
| PRO | Buy | PROS HOLDING | $5,220,000 | -6.7% | 216,316 | +5.9% | 0.44% | -15.5% |
| TYPE | Buy | MONOTYPE IMAGING | $5,185,000 | +6.4% | 269,339 | +1.1% | 0.43% | -3.8% |
| ACXM | Buy | ACXIOM | $5,095,000 | +1752.7% | 206,762 | +1851.5% | 0.42% | +1600.0% |
| HIVE | Buy | AEROHIVE NETWORKS INC | $4,964,000 | -9.7% | 1,213,714 | +10.4% | 0.41% | -18.3% |
| CEVA | Buy | CEVA | $4,839,000 | -3.0% | 113,071 | +3.0% | 0.40% | -12.2% |
| LGND | Buy | LIGAND PHARMACEUTICALS | $4,802,000 | +21.1% | 35,272 | +8.0% | 0.40% | +9.6% |
| CRSP | Buy | CRISPR THERAPEUTICS | $4,713,000 | +69.2% | 263,746 | +51.7% | 0.39% | +52.9% |
| RPD | Buy | RAPID7 | $4,498,000 | +11.5% | 255,541 | +6.6% | 0.38% | +0.8% |
| SMCI | Buy | SUPER MICRO COMPUTER | $4,213,000 | -9.7% | 190,651 | +0.7% | 0.35% | -18.4% |
| STMP | Buy | STAMPS.COM | $4,136,000 | +42.9% | 20,409 | +9.2% | 0.34% | +29.2% |
| APPN | Buy | APPIAN CORP CLASS A | $3,960,000 | +59.0% | 139,149 | +1.4% | 0.33% | +43.5% |
| MLNX | Buy | MELLANOX TECHNOLOGIES | $3,847,000 | +18.4% | 81,600 | +8.8% | 0.32% | +7.4% |
| KMT | Buy | KENNAMETAL | $3,809,000 | +9.5% | 94,429 | +1.6% | 0.32% | -0.9% |
| MINI | Buy | MOBILE MINI | $3,756,000 | +21.9% | 109,027 | +5.6% | 0.31% | +10.2% |
| WAGE | Buy | WAGEWORKS INC | $3,690,000 | +6.6% | 60,786 | +18.1% | 0.31% | -3.4% |
| TRVG | Buy | TRIVAGO N.V. Sponsored ADR Cla | $3,682,000 | -48.0% | 339,322 | +13.3% | 0.31% | -53.0% |
| GWRE | Buy | GUIDEWIRE SOFTWARE | $3,505,000 | +16.1% | 45,011 | +2.4% | 0.29% | +5.0% |
| CRCM | Buy | CARE.COM INC | $3,382,000 | +16.8% | 212,827 | +11.0% | 0.28% | +5.6% |
| ENSG | Buy | ENSIGN GROUP | $3,372,000 | +33.3% | 149,261 | +28.4% | 0.28% | +20.6% |
| ACHC | Buy | ACADIA HEALTHCARE COMPANY | $3,296,000 | +8.0% | 69,011 | +11.6% | 0.28% | -2.1% |
| APTI | Buy | APPTIO INC | $3,275,000 | +29.2% | 177,300 | +21.4% | 0.27% | +16.7% |
| PSTG | Buy | PURE STORAGE INC | $3,153,000 | +42.7% | 197,173 | +14.3% | 0.26% | +28.9% |
| WNS | Buy | WNS HOLDINGS LTD | $2,955,000 | +6.4% | 80,953 | +0.1% | 0.25% | -3.9% |
| NTNX | Buy | NUTANIX | $2,836,000 | +38.3% | 126,645 | +24.5% | 0.24% | +25.4% |
| LQDT | Buy | LIQUIDITY SERVICES | $2,696,000 | -5.1% | 456,946 | +2.1% | 0.22% | -14.1% |
| BOOM | Buy | DMC GLOBAL INC | $2,686,000 | +126.1% | 158,951 | +75.3% | 0.22% | +105.5% |
| ZAGG | New | ZAGG INC | $2,537,000 | – | 161,062 | +100.0% | 0.21% | – |
| BGCP | Buy | BGC PARTNERS INC | $2,543,000 | +48.5% | 175,774 | +29.8% | 0.21% | +34.2% |
| INFN | Buy | INFINERA CORP | $2,305,000 | -14.3% | 259,835 | +3.1% | 0.19% | -22.6% |
| ECPG | New | ENCORE CAP GROUP | $2,224,000 | – | 50,200 | +100.0% | 0.19% | – |
| CYBR | Buy | CYBERARK SOFTWARE | $2,204,000 | +1.1% | 53,758 | +23.3% | 0.18% | -8.5% |
| HA | Buy | HAWAIIAN HOLDINGS | $2,179,000 | +60.1% | 58,030 | +100.1% | 0.18% | +45.6% |
| RDWR | Buy | RADWARE | $2,159,000 | +0.1% | 128,028 | +4.2% | 0.18% | -9.5% |
| PTC | Buy | PTC INC | $2,147,000 | +2.2% | 38,151 | +0.1% | 0.18% | -7.7% |
| TYL | Buy | TYLER TECHNOLOGIES | $2,104,000 | -0.7% | 12,068 | +0.1% | 0.18% | -10.3% |
| TWLO | Buy | TWILIO | $2,077,000 | +20.7% | 69,587 | +17.7% | 0.17% | +8.8% |
| HBIO | Buy | HARVARD BIOSCIENCE | $2,016,000 | +166.0% | 537,467 | +80.7% | 0.17% | +140.0% |
| SLAB | Buy | SILICON LABORATORIES INC | $1,988,000 | +17.0% | 24,878 | +0.1% | 0.17% | +5.7% |
| VTL | Buy | VITAL THERAPIES | $1,961,000 | +163.6% | 388,282 | +51.4% | 0.16% | +137.7% |
| IMPV | Buy | IMPERVA | $1,891,000 | -2.1% | 43,580 | +8.0% | 0.16% | -11.2% |
| APOG | Buy | APOGEE ENTERPRISES | $1,889,000 | +6.3% | 39,145 | +25.2% | 0.16% | -3.7% |
| FNSR | Buy | FINISAR | $1,849,000 | +9.8% | 83,413 | +28.7% | 0.15% | -0.6% |
| MPWR | Buy | MONOLITHIC POWER | $1,739,000 | +10.6% | 16,325 | +0.1% | 0.14% | 0.0% |
| THO | Buy | THOR INDUSTRIES | $1,300,000 | +235.1% | 10,324 | +178.1% | 0.11% | +200.0% |
| MDCO | New | MEDICINES CO | $1,220,000 | – | 32,948 | +100.0% | 0.10% | – |
| SOHO | Buy | SOTHERLY HOTELS | $1,172,000 | +17.7% | 198,949 | +35.4% | 0.10% | +6.5% |
| FLGT | Buy | FULGENT GENETICS | $1,141,000 | +84.0% | 238,232 | +145.5% | 0.10% | +66.7% |
| YELP | New | YELP | $1,098,000 | – | 25,365 | +100.0% | 0.09% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSOR | $824,000 | +26.2% | 4,770 | +2.9% | 0.07% | +15.0% |
| GDI | Buy | GARDNER DENVER | $763,000 | +91.2% | 27,736 | +50.1% | 0.06% | +73.0% |
| MNTX | Buy | MANITEX INTERNATIONAL | $742,000 | +224.0% | 82,601 | +152.2% | 0.06% | +195.2% |
| HTGM | Buy | HTG MOLECULAR DIAGNOSTICS | $708,000 | +276.6% | 416,608 | +488.3% | 0.06% | +247.1% |
| KIN | Buy | KINDRED BIOSCIENCES | $678,000 | +23.9% | 86,358 | +35.8% | 0.06% | +14.0% |
| CGIX | Buy | CANCER GENETICS INC | $641,000 | -13.7% | 237,431 | +26.3% | 0.05% | -22.1% |
| CTG | New | COMPUTER TASK GROUP | $611,000 | – | 114,028 | +100.0% | 0.05% | – |
| PHG | Buy | KONINKLIJKE PHILIPS N V NY REG | $578,000 | +29.6% | 14,033 | +12.7% | 0.05% | +17.1% |
| FENC | New | FENNEC PHARMACEUTICALS | $550,000 | – | 49,593 | +100.0% | 0.05% | – |
| VIVE | Buy | VIVEVE MEDICAL INC | $535,000 | -3.3% | 102,147 | +32.6% | 0.04% | -11.8% |
| CRZO | New | CARRIZO OIL AND GAS | $526,000 | – | 30,700 | +100.0% | 0.04% | – |
| GOGO | New | GOGO | $431,000 | – | 36,495 | +100.0% | 0.04% | – |
| GTN | New | GRAY TELEVISION | $427,000 | – | 27,224 | +100.0% | 0.04% | – |
| HDSN | New | HUDSON TECHNOLOGIES | $406,000 | – | 51,985 | +100.0% | 0.03% | – |
| TOCA | New | TOCAGEN | $392,000 | – | 31,456 | +100.0% | 0.03% | – |
| ULTA | New | ULTA BEAUTY | $343,000 | – | 1,519 | +100.0% | 0.03% | – |
| APPS | New | DIGITAL TURBINE INC | $350,000 | – | 231,976 | +100.0% | 0.03% | – |
| BDC | Buy | BELDEN INC | $290,000 | +7.0% | 3,600 | +0.3% | 0.02% | -4.0% |
| NEWR | New | NEW RELIC | $269,000 | – | 5,400 | +100.0% | 0.02% | – |
| ENSV | Buy | ENSERVCO | $258,000 | +145.7% | 483,338 | +43.2% | 0.02% | +120.0% |
| TREX | New | TREX CO | $246,000 | – | 2,727 | +100.0% | 0.02% | – |
| ROG | New | ROGERS CORP | $244,000 | – | 1,828 | +100.0% | 0.02% | – |
| POL | Buy | POLYONE CORP | $210,000 | +3.4% | 5,248 | +0.2% | 0.02% | -5.3% |
| MXL | Buy | MAXLINEAR INC | $214,000 | -14.7% | 9,008 | +0.2% | 0.02% | -21.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
Signatures
The EDGAR filing(s) were signed by:
About Granahan Investment Management
Granahan Investment Management is a Boston-based investment firm that specializes in small-cap growth equity strategies. The firm was founded in 1985 by Jane Granahan and her late husband, Gerald Granahan, who was a pioneer in the small-cap growth investing space. Today, the firm is led by CEO and Chief Investment Officer Gary Hatton, who has been with the firm since 1993.
Granahan Investment Management has a team of experienced investment professionals who conduct extensive research to identify high-growth companies with strong fundamentals and attractive valuations. The firm's investment process is focused on bottom-up stock selection, with a long-term investment horizon. The team seeks to invest in companies with sustainable competitive advantages, strong management teams, and attractive growth prospects.
The firm manages several mutual funds, including the Granahan Small Cap Advantage Fund, which has a 5-star Morningstar rating and has outperformed its benchmark over the long term. The firm also manages separate accounts for institutional clients.
Granahan Investment Management has a strong culture of integrity, teamwork, and client service. The firm's investment professionals are committed to delivering superior investment results and building long-term relationships with their clients.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COSTAR GROUP INC | 42 | Q3 2023 | 4.7% |
| SPS COMM INC | 42 | Q3 2023 | 3.5% |
| EURONET WORLDWIDE, INC | 42 | Q3 2023 | 1.7% |
| OSI SYSTEMS INC | 42 | Q3 2023 | 2.4% |
| RBC BEARINGS INC | 42 | Q3 2023 | 1.5% |
| DOUGLAS DYNAMICS INC | 42 | Q3 2023 | 1.0% |
| PROS HOLDINGS INC | 42 | Q3 2023 | 0.8% |
| RADWARE LTD | 42 | Q3 2023 | 1.3% |
| RUSH ENTERPRISES INC | 42 | Q3 2023 | 1.1% |
| POWER INTEGRATIONS INC | 42 | Q3 2023 | 0.9% |
View Granahan Investment Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Evolent Health, Inc. | February 14, 2023 | 3,155,211 | 3.1% |
| SHOTSPOTTER, INC | February 14, 2023 | 552,625 | 4.5% |
| ALTA EQUIPMENT GROUP INC. | February 14, 2022 | 1,453,547 | 4.5% |
| CF Finance Acquisition Corp.Sold out | February 14, 2022 | 0 | 0.0% |
| Cricut, Inc. | February 14, 2022 | 1,779,127 | 4.9% |
| NAUTILUS, INC.Sold out | February 14, 2022 | 0 | 0.0% |
| ONESPAWORLD HOLDINGS Ltd | February 14, 2022 | 2,978,807 | 4.0% |
| Victory Capital Holdings, Inc. | February 14, 2022 | 879,608 | 1.3% |
| dMY Technology Group, Inc. IISold out | May 11, 2021 | 0 | 0.0% |
| RumbleON, Inc. | January 21, 2021 | 40,877 | 1.9% |
View Granahan Investment Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G/A | 2024-04-11 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
View Granahan Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.