$1.27 Billion is the total value of Granahan Investment Management's 229 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 22.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSGP | Sell | COSTAR CORP | $37,980,000 | -2.8% | 127,900 | -12.2% | 2.99% | -8.4% |
| KRNT | Buy | KORNIT DIGITAL | $36,313,000 | +20.5% | 2,248,455 | +14.2% | 2.86% | +13.6% |
| TWOU | Sell | 2U INC | $36,047,000 | +7.6% | 558,786 | -6.5% | 2.84% | +1.4% |
| LPSN | Buy | LIVEPERSON | $32,762,000 | -10.3% | 2,848,833 | +5.7% | 2.58% | -15.4% |
| SODA | Buy | SODASTREAM INTERNATIONAL | $30,929,000 | +11.6% | 439,709 | +5.4% | 2.43% | +5.2% |
| ECHO | Buy | ECHO GLOBAL LOGISTICS | $27,344,000 | +72.5% | 976,563 | +16.1% | 2.15% | +62.7% |
| TDOC | Buy | TELEDOC | $22,224,000 | +52.5% | 637,718 | +45.1% | 1.75% | +43.9% |
| STRA | Buy | STRAYER EDUCATION | $20,108,000 | +7.5% | 224,466 | +4.7% | 1.58% | +1.4% |
| AXON | Buy | AXON ENTERPRISE | $19,965,000 | +114.3% | 753,398 | +83.3% | 1.57% | +102.1% |
| ULTI | Buy | ULTIMATE SOFTWARE GROUP | $18,990,000 | +24.4% | 87,017 | +8.1% | 1.49% | +17.4% |
| EVH | Buy | EVOLENT HEALTH | $18,502,000 | +143.6% | 1,504,196 | +252.5% | 1.46% | +129.5% |
| IMAX | Sell | IMAX CORP | $17,606,000 | -2.8% | 760,512 | -4.9% | 1.38% | -8.3% |
| VRTU | Sell | VIRTUSA CORP | $16,808,000 | -13.9% | 381,312 | -26.2% | 1.32% | -18.8% |
| TITN | Buy | TITAN MACHINERY | $16,440,000 | +99.7% | 776,557 | +46.5% | 1.29% | +88.2% |
| CHUY | Buy | CHUY'S HOLDINGS INC. | $16,421,000 | +64.6% | 585,404 | +23.5% | 1.29% | +55.3% |
| ACXM | Buy | ACXIOM | $16,357,000 | +221.0% | 593,498 | +187.0% | 1.29% | +202.8% |
| OSIS | Buy | OSI SYSTEMS | $16,322,000 | +8.1% | 253,521 | +53.4% | 1.28% | +1.9% |
| MIME | Sell | MIMECAST LIMITED | $16,179,000 | -2.3% | 564,334 | -3.2% | 1.27% | -7.8% |
| ABMD | Sell | ABIOMED | $15,848,000 | -29.3% | 84,562 | -36.4% | 1.25% | -33.3% |
| LOPE | Sell | GRAND CANYON EDUCATION | $14,741,000 | -24.5% | 164,652 | -23.5% | 1.16% | -28.9% |
| INWK | Buy | INNER WORKINGS INC | $14,058,000 | +16.4% | 1,401,610 | +30.5% | 1.11% | +9.8% |
| EBIX | Sell | EBIX | $13,246,000 | +19.5% | 167,136 | -1.6% | 1.04% | +12.6% |
| TRTN | New | TRITON INTERNATIONAL lTD/BERMU | $13,167,000 | – | 351,589 | +100.0% | 1.04% | – |
| HUBS | Buy | HUBSPOT | $12,845,000 | +7.1% | 145,303 | +1.8% | 1.01% | +1.0% |
| ENSG | Buy | ENSIGN GROUP | $12,681,000 | +276.1% | 571,214 | +282.7% | 1.00% | +254.8% |
| PAYC | Buy | PAYCOM SOFTWARE | $12,419,000 | +36.8% | 154,604 | +27.6% | 0.98% | +29.1% |
| CHGG | Buy | CHEGG INC | $12,267,000 | +15.6% | 751,659 | +5.1% | 0.96% | +9.0% |
| KAMN | Buy | KAMAN CORP | $12,127,000 | +7.8% | 206,107 | +2.2% | 0.95% | +1.7% |
| BRKS | Sell | BROOKS AUTOMATION | $12,085,000 | -34.5% | 506,689 | -16.6% | 0.95% | -38.2% |
| BIO | Buy | BIO RAD LABS | $12,017,000 | +67.2% | 50,350 | +55.6% | 0.94% | +57.5% |
| AMBR | Buy | AMBER ROAD | $11,610,000 | -4.0% | 1,581,679 | +0.5% | 0.91% | -9.4% |
| PLOW | Buy | DOUGLAS DYNAMICS | $11,518,000 | -1.2% | 304,699 | +2.9% | 0.91% | -6.9% |
| TREE | Sell | LENDING TREE | $11,129,000 | -49.3% | 32,688 | -63.6% | 0.88% | -52.2% |
| ROLL | Buy | RBC BEARINGS | $11,030,000 | +18.3% | 87,263 | +17.1% | 0.87% | +11.6% |
| EXAS | Sell | EXACT SCIENCES | $10,932,000 | -41.2% | 208,070 | -47.2% | 0.86% | -44.5% |
| RUSHA | Buy | RUSH ENTERPRISES | $10,756,000 | +12.4% | 211,684 | +2.4% | 0.85% | +6.0% |
| IVC | Buy | INVACARE | $10,752,000 | +35.2% | 638,088 | +26.3% | 0.85% | +27.4% |
| BFAM | Sell | BRIGHT HORIZONS | $10,299,000 | -28.5% | 109,562 | -34.5% | 0.81% | -32.6% |
| CARB | New | CARBONITE INC | $10,211,000 | – | 406,797 | +100.0% | 0.80% | – |
| BOX | New | BOX INC | $10,076,000 | – | 477,081 | +100.0% | 0.79% | – |
| NEO | Buy | NEOGENOMICS | $9,761,000 | -17.7% | 1,101,653 | +3.4% | 0.77% | -22.3% |
| XLRN | Buy | ACCELERON PHARMA | $9,601,000 | +18.5% | 226,231 | +4.2% | 0.76% | +11.7% |
| NKTR | Sell | NEKTAR | $9,347,000 | -19.5% | 156,517 | -67.6% | 0.74% | -24.1% |
| CVGW | Sell | CALAVO GROWERS | $9,081,000 | +12.5% | 107,598 | -2.4% | 0.71% | +6.1% |
| KNSL | Sell | KINSALE CAPITAL GROUP | $9,047,000 | +3.5% | 201,034 | -0.7% | 0.71% | -2.3% |
| PCTY | Buy | PAYLOCITY HOLDINGS CORP | $9,049,000 | +16.4% | 191,875 | +20.5% | 0.71% | +9.7% |
| TTD | New | TRADE DESK INC CLASS A | $8,790,000 | – | 192,214 | +100.0% | 0.69% | – |
| MB | Sell | MINDBODY | $8,648,000 | -25.1% | 284,017 | -36.4% | 0.68% | -29.4% |
| TNC | Buy | TENNANT CO | $8,481,000 | +15.8% | 116,734 | +5.5% | 0.67% | +9.2% |
| EXTR | Buy | EXTREME NETWORKS | $8,327,000 | +7.3% | 665,061 | +1.9% | 0.66% | +1.1% |
| AIN | Buy | ALBANY INT'L | $8,259,000 | +9.7% | 134,401 | +2.5% | 0.65% | +3.5% |
| REN | Buy | RESOLUTE ENERGY | $8,123,000 | +80.0% | 258,118 | +69.9% | 0.64% | +69.9% |
| WIX | Sell | WIX COM | $8,004,000 | -43.9% | 139,086 | -30.0% | 0.63% | -47.1% |
| QLYS | Sell | QUALYS INC | $7,925,000 | +2.0% | 133,536 | -11.0% | 0.62% | -3.9% |
| PPBI | Sell | PACIFIC PREMIER BANCORP | $7,874,000 | -6.1% | 196,847 | -11.4% | 0.62% | -11.6% |
| PCRX | Buy | PACIRA PHARMACEUTICALS | $7,859,000 | +24.2% | 172,152 | +2.2% | 0.62% | +17.0% |
| GWR | Buy | GENESEE & WYOMING | $7,814,000 | +20.3% | 99,253 | +13.1% | 0.62% | +13.5% |
| FRPT | Sell | FRESHPET INC | $7,803,000 | +17.3% | 411,780 | -3.1% | 0.61% | +10.6% |
| SPSC | Sell | SPS COMMERCE | $7,394,000 | -50.4% | 152,173 | -42.1% | 0.58% | -53.2% |
| HIVE | Buy | AEROHIVE NETWORKS INC | $7,387,000 | +48.8% | 1,267,116 | +4.4% | 0.58% | +40.3% |
| KWR | Buy | QUAKER CHEMICAL CORP | $7,374,000 | +31.1% | 48,903 | +28.6% | 0.58% | +23.7% |
| OXFD | Buy | OXFORD IMMUNOTEC GLOBAL PLC | $7,198,000 | -14.5% | 515,277 | +2.8% | 0.57% | -19.4% |
| EVBG | Buy | EVERBRIDGE | $7,202,000 | +36.0% | 242,329 | +20.9% | 0.57% | +28.1% |
| NXST | Sell | NEXSTAR MEDIA GROUP | $7,089,000 | -9.8% | 90,647 | -28.1% | 0.56% | -14.8% |
| POWI | Sell | POWER INTEGRATIONS | $6,996,000 | -1.3% | 95,119 | -1.8% | 0.55% | -6.9% |
| STAG | Buy | STAG INDUSTRIAL | $6,940,000 | +2.3% | 253,945 | +2.9% | 0.55% | -3.5% |
| PDFS | Sell | PDF SOLUTIONS | $6,736,000 | -39.0% | 429,040 | -39.8% | 0.53% | -42.4% |
| CALD | Buy | CALLIDUS SOFTWARE | $6,622,000 | +22.2% | 231,119 | +5.1% | 0.52% | +15.3% |
| ANGO | New | ANGIO DYNAMICS | $6,498,000 | – | 390,720 | +100.0% | 0.51% | – |
| JRVR | Sell | JAMES RIVER GROUP | $6,431,000 | -7.9% | 160,737 | -4.5% | 0.51% | -13.1% |
| TCBI | Sell | TEXAS CAPITAL BANCSHARES | $6,400,000 | -9.8% | 71,989 | -12.9% | 0.50% | -15.0% |
| HRTG | New | HERITAGE INSURANCE HOLDINGS | $6,339,000 | – | 351,771 | +100.0% | 0.50% | – |
| CSII | Sell | CARDIOVASCULAR SYSTEMS | $6,324,000 | -26.6% | 266,958 | -12.8% | 0.50% | -30.9% |
| MOD | Buy | MODINE MANUFACTURING | $6,143,000 | +36.1% | 304,111 | +29.7% | 0.48% | +28.5% |
| LAWS | Buy | LAWSON PRODUCTS | $6,070,000 | +2.9% | 245,243 | +4.7% | 0.48% | -3.0% |
| IRWD | Sell | IRONWOOD PHARMACEUTICALS | $5,864,000 | -14.7% | 391,200 | -10.3% | 0.46% | -19.7% |
| PRO | Buy | PROS HOLDING | $5,834,000 | +11.8% | 220,553 | +2.0% | 0.46% | +5.5% |
| SUPN | Buy | SUPERNUS PHARMACEUTICALS | $5,834,000 | +22.8% | 146,396 | +23.2% | 0.46% | +15.9% |
| HA | Buy | HAWAIIAN HOLDINGS | $5,821,000 | +167.1% | 146,064 | +151.7% | 0.46% | +151.6% |
| RPD | Buy | RAPID7 | $5,795,000 | +28.8% | 310,574 | +21.5% | 0.46% | +21.6% |
| MLNX | Buy | MELLANOX TECHNOLOGIES | $5,779,000 | +50.2% | 89,313 | +9.5% | 0.46% | +41.7% |
| RTEC | Sell | RUDOLPH TECH | $5,463,000 | -29.6% | 228,598 | -22.5% | 0.43% | -33.5% |
| EEFT | Sell | EURONET | $5,407,000 | -15.1% | 64,157 | -4.5% | 0.42% | -20.0% |
| CNMD | Buy | CONMED CORP | $5,403,000 | -0.2% | 105,996 | +2.7% | 0.42% | -6.0% |
| LGND | Buy | LIGAND PHARMACEUTICALS | $5,325,000 | +10.9% | 38,889 | +10.3% | 0.42% | +4.5% |
| ENTA | Sell | ENANTA PHARMACEUTICALS | $5,270,000 | +10.3% | 89,811 | -12.0% | 0.42% | +4.3% |
| ARGX | New | ARGENX SE ADR | $5,267,000 | – | 83,418 | +100.0% | 0.41% | – |
| CEVA | Buy | CEVA | $5,238,000 | +8.2% | 113,491 | +0.4% | 0.41% | +2.0% |
| PI | Sell | IMPINJ | $5,119,000 | -58.0% | 227,223 | -22.4% | 0.40% | -60.4% |
| STMP | Buy | STAMPS.COM | $4,856,000 | +17.4% | 25,829 | +26.6% | 0.38% | +10.7% |
| ZEN | Sell | ZENDESK | $4,858,000 | -8.2% | 143,544 | -21.0% | 0.38% | -13.4% |
| ABLX | New | ABLYNX nv ADR | $4,665,000 | – | 186,690 | +100.0% | 0.37% | – |
| BOOM | Buy | DMC GLOBAL INC | $4,587,000 | +70.8% | 183,094 | +15.2% | 0.36% | +61.2% |
| KMT | KENNAMETAL | $4,571,000 | +20.0% | 94,429 | 0.0% | 0.36% | +13.2% | |
| NTNX | Buy | NUTANIX | $4,581,000 | +61.5% | 129,842 | +2.5% | 0.36% | +51.9% |
| VTL | Buy | VITAL THERAPIES | $4,564,000 | +132.7% | 767,022 | +97.5% | 0.36% | +118.9% |
| SFE | Sell | SAFEGUARD SCIENTIFICS | $4,401,000 | -49.0% | 392,905 | -39.2% | 0.35% | -51.9% |
| UPLD | New | UPLAND SOFTWARE | $4,360,000 | – | 201,309 | +100.0% | 0.34% | – |
| APTI | Buy | APPTIO INC | $4,245,000 | +29.6% | 180,503 | +1.8% | 0.33% | +22.3% |
| SMCI | Buy | SUPER MICRO COMPUTER | $4,077,000 | -3.2% | 194,830 | +2.2% | 0.32% | -8.5% |
| MINI | Buy | MOBILE MINI | $4,072,000 | +8.4% | 118,030 | +8.3% | 0.32% | +2.2% |
| MSCC | Sell | MICROSEMI | $4,052,000 | +0.3% | 78,453 | -0.0% | 0.32% | -5.3% |
| CRCM | Buy | CARE.COM INC | $3,985,000 | +17.8% | 220,917 | +3.8% | 0.31% | +11.0% |
| CRZO | Buy | CARRIZO OIL AND GAS | $3,885,000 | +638.6% | 182,580 | +494.7% | 0.31% | +595.5% |
| GTN | Buy | GRAY TELEVISION | $3,837,000 | +798.6% | 229,056 | +741.4% | 0.30% | +738.9% |
| VG | Sell | VONAGE HOLDINGS | $3,727,000 | +21.4% | 366,449 | -2.8% | 0.29% | +14.5% |
| WST | WEST PHARMA SVCS | $3,675,000 | +2.5% | 37,247 | 0.0% | 0.29% | -3.3% | |
| WNS | Buy | WNS HOLDINGS LTD | $3,554,000 | +20.3% | 88,553 | +9.4% | 0.28% | +13.8% |
| GWRE | Buy | GUIDEWIRE SOFTWARE | $3,463,000 | -1.2% | 46,629 | +3.6% | 0.27% | -6.8% |
| AKCA | Sell | AKCEA THERAPEUTICS | $3,374,000 | -60.4% | 194,376 | -36.9% | 0.26% | -62.7% |
| PRFT | Sell | PERFICIENT | $3,374,000 | -42.3% | 176,941 | -40.5% | 0.26% | -45.7% |
| PSTG | Buy | PURE STORAGE INC | $3,356,000 | +6.4% | 211,607 | +7.3% | 0.26% | +0.4% |
| TRUP | Sell | TRUPANION | $3,346,000 | +6.4% | 114,300 | -4.0% | 0.26% | +0.4% |
| MGNX | New | MACROGENICS | $3,333,000 | – | 175,398 | +100.0% | 0.26% | – |
| RHT | Sell | RED HAT INC | $3,322,000 | -14.0% | 27,660 | -20.6% | 0.26% | -18.9% |
| CRSP | Sell | CRISPR THERAPEUTICS | $3,314,000 | -29.7% | 141,140 | -46.5% | 0.26% | -33.6% |
| EDIT | Sell | EDITAS MEDICINE | $3,264,000 | -43.8% | 106,201 | -56.1% | 0.26% | -46.9% |
| RDWR | Buy | RADWARE | $3,219,000 | +49.1% | 165,951 | +29.6% | 0.25% | +40.6% |
| PRLB | Sell | PROTO LABS | $3,183,000 | -5.0% | 30,900 | -25.9% | 0.25% | -10.4% |
| HBIO | Buy | HARVARD BIOSCIENCE | $3,088,000 | +53.2% | 935,717 | +74.1% | 0.24% | +44.6% |
| TCMD | Sell | TACTILE SYSTEMS TECHNOLOGY | $3,067,000 | -49.8% | 105,845 | -46.4% | 0.24% | -52.7% |
| MKTX | Sell | MARKETAXESS HOLDINGS | $3,042,000 | -70.6% | 15,076 | -73.1% | 0.24% | -72.3% |
| QTS | Buy | QTS REALTY TRUST | $2,976,000 | +33.0% | 54,955 | +28.6% | 0.23% | +25.1% |
| TER | Sell | TERADYNE | $2,865,000 | -11.0% | 68,428 | -20.7% | 0.22% | -16.0% |
| GTTN | Sell | GTT COMMUNICATION | $2,811,000 | +16.9% | 59,881 | -21.2% | 0.22% | +10.0% |
| AFHIF | New | ATLAS FINANCIAL HOLDINGS | $2,805,000 | – | 136,500 | +100.0% | 0.22% | – |
| IPGP | Sell | IPG PHOTONICS | $2,795,000 | -28.1% | 13,052 | -37.9% | 0.22% | -32.1% |
| WAGE | Sell | WAGEWORKS INC | $2,769,000 | -25.0% | 44,659 | -26.5% | 0.22% | -29.2% |
| PUMP | New | PROPETRO HOLDING | $2,619,000 | – | 129,902 | +100.0% | 0.21% | – |
| ADSW | New | ADVANCED DISPOSAL SERVICES INC | $2,610,000 | – | 109,009 | +100.0% | 0.20% | – |
| SGMO | Sell | SANGAMO BIOSCIENCES | $2,554,000 | -63.4% | 155,704 | -66.5% | 0.20% | -65.5% |
| GDI | Buy | GARDNER DENVER | $2,501,000 | +227.8% | 73,719 | +165.8% | 0.20% | +207.8% |
| NTLA | Sell | INTELLIA THERAPEUTICS | $2,510,000 | -64.7% | 130,608 | -54.4% | 0.20% | -66.8% |
| THO | Buy | THOR INDUSTRIES | $2,484,000 | +91.1% | 16,483 | +59.7% | 0.20% | +80.6% |
| CYBR | Buy | CYBERARK SOFTWARE | $2,416,000 | +9.6% | 58,361 | +8.6% | 0.19% | +3.3% |
| LAD | Sell | LITHIA MOTORS | $2,368,000 | -50.9% | 20,847 | -48.0% | 0.19% | -53.8% |
| ZAGG | Sell | ZAGG INC | $2,361,000 | -6.9% | 127,974 | -20.5% | 0.19% | -12.3% |
| ECPG | Buy | ENCORE CAP GROUP | $2,357,000 | +6.0% | 55,980 | +11.5% | 0.18% | -0.5% |
| PTC | PTC INC | $2,318,000 | +8.0% | 38,151 | 0.0% | 0.18% | +1.7% | |
| IMMU | New | IMMUNOMEDICS | $2,254,000 | – | 139,500 | +100.0% | 0.18% | – |
| PFPT | Sell | PROOFPOINT | $2,206,000 | -6.6% | 24,839 | -8.3% | 0.17% | -11.7% |
| LQDT | Sell | LIQUIDITY SERVICES | $2,171,000 | -19.5% | 447,703 | -2.0% | 0.17% | -24.0% |
| TRVG | Sell | TRIVAGO N.V. Sponsored ADR Cla | $2,035,000 | -44.7% | 297,457 | -12.3% | 0.16% | -47.9% |
| GSVC | New | GSV CAPITAL | $2,038,000 | – | 373,967 | +100.0% | 0.16% | – |
| TWLO | Buy | TWILIO | $1,926,000 | -7.3% | 81,589 | +17.2% | 0.15% | -12.7% |
| CTMX | New | CytomX THERAPEUTICS | $1,924,000 | – | 91,144 | +100.0% | 0.15% | – |
| CCOI | Sell | COGENT COMMUNICATIONS HOLDINGS | $1,903,000 | -31.3% | 42,001 | -25.8% | 0.15% | -35.1% |
| TYL | Sell | TYLER TECHNOLOGIES | $1,898,000 | -9.8% | 10,718 | -11.2% | 0.15% | -14.9% |
| FNSR | Buy | FINISAR | $1,897,000 | +2.6% | 93,234 | +11.8% | 0.15% | -3.2% |
| SLAB | Sell | SILICON LABORATORIES INC | $1,830,000 | -7.9% | 20,730 | -16.7% | 0.14% | -13.3% |
| MPWR | Sell | MONOLITHIC POWER | $1,722,000 | -1.0% | 15,322 | -6.1% | 0.14% | -6.9% |
| APOG | Sell | APOGEE ENTERPRISES | $1,693,000 | -10.4% | 37,026 | -5.4% | 0.13% | -15.8% |
| IMPV | Sell | IMPERVA | $1,689,000 | -10.7% | 42,536 | -2.4% | 0.13% | -15.8% |
| MDCO | Buy | MEDICINES CO | $1,633,000 | +33.9% | 59,716 | +81.2% | 0.13% | +25.5% |
| JNCE | New | JOUNCE THERAPEUTICS | $1,505,000 | – | 118,060 | +100.0% | 0.12% | – |
| EPAM | EPAM SYSTEMS | $1,504,000 | +22.2% | 14,000 | 0.0% | 0.12% | +14.6% | |
| DXCM | Sell | DEXCOM INC | $1,483,000 | -25.3% | 25,835 | -36.3% | 0.12% | -29.1% |
| BGCP | Sell | BGC PARTNERS INC | $1,350,000 | -46.9% | 89,359 | -49.2% | 0.11% | -50.0% |
| CDNS | Sell | CADENCE DESIGN | $1,304,000 | -13.1% | 31,180 | -18.0% | 0.10% | -17.6% |
| SOHO | Sell | SOTHERLY HOTELS | $1,280,000 | +9.2% | 198,389 | -0.3% | 0.10% | +3.1% |
| IPHI | Sell | INPHI | $1,239,000 | -30.7% | 33,848 | -24.9% | 0.10% | -34.9% |
| KIN | Buy | KINDRED BIOSCIENCES | $1,196,000 | +76.4% | 126,518 | +46.5% | 0.09% | +64.9% |
| FLGT | Buy | FULGENT GENETICS | $1,159,000 | +1.6% | 264,621 | +11.1% | 0.09% | -4.2% |
| APPN | Sell | APPIAN CORP CLASS A | $1,098,000 | -72.3% | 34,875 | -74.9% | 0.09% | -73.9% |
| RGEN | New | REPLIGEN | $1,077,000 | – | 29,699 | +100.0% | 0.08% | – |
| LLNW | New | LIMELIGHT NETWORKS | $1,039,000 | – | 235,579 | +100.0% | 0.08% | – |
| WIFI | New | BOINGO WIRELESS | $967,000 | – | 42,966 | +100.0% | 0.08% | – |
| HTGM | Buy | HTG MOLECULAR DIAGNOSTICS | $969,000 | +36.9% | 477,438 | +14.6% | 0.08% | +28.8% |
| MGM | Sell | MGM RESORTS INTERNATIONAL | $928,000 | +1.9% | 27,786 | -0.6% | 0.07% | -3.9% |
| MTCH | Sell | MATCH GROUP | $909,000 | -88.7% | 29,036 | -91.6% | 0.07% | -89.4% |
| KNX | New | KNIGHT-SWIFT TRANS | $889,000 | – | 20,341 | +100.0% | 0.07% | – |
| ENSV | Buy | ENSERVCO | $859,000 | +232.9% | 1,333,566 | +175.9% | 0.07% | +209.1% |
| CAI | New | CAI INTERNATIONAL, INC | $852,000 | – | 30,087 | +100.0% | 0.07% | – |
| VST | Sell | VISTRA ENERGY | $821,000 | -35.9% | 44,819 | -34.6% | 0.06% | -39.3% |
| RCL | Sell | ROYAL CARIBBEAN CRUISES LTD CO | $829,000 | -10.4% | 6,952 | -10.9% | 0.06% | -15.6% |
| OKTA | New | OKTA, INC | $735,000 | – | 28,715 | +100.0% | 0.06% | – |
| APPS | Buy | DIGITAL TURBINE INC | $741,000 | +111.7% | 414,124 | +78.5% | 0.06% | +100.0% |
| NEWR | Buy | NEW RELIC | $731,000 | +171.7% | 12,657 | +134.4% | 0.06% | +159.1% |
| P | Buy | PANDORA | $698,000 | -14.0% | 144,800 | +37.3% | 0.06% | -19.1% |
| GOGO | Buy | GOGO | $697,000 | +61.7% | 61,828 | +69.4% | 0.06% | +52.8% |
| CTG | Buy | COMPUTER TASK GROUP | $682,000 | +11.6% | 133,758 | +17.3% | 0.05% | +5.9% |
| INFN | Sell | INFINERA CORP | $636,000 | -72.4% | 100,514 | -61.3% | 0.05% | -74.0% |
| NMRK | New | NEWMARK | $620,000 | – | 39,000 | +100.0% | 0.05% | – |
| FENC | Buy | FENNEC PHARMACEUTICALS | $592,000 | +7.6% | 59,044 | +19.1% | 0.05% | +2.2% |
| VIVE | Buy | VIVEVE MEDICAL INC | $583,000 | +9.0% | 117,267 | +14.8% | 0.05% | +2.2% |
| HDSN | Buy | HUDSON TECHNOLOGIES | $476,000 | +17.2% | 78,390 | +50.8% | 0.04% | +8.8% |
| CGIX | Buy | CANCER GENETICS INC | $471,000 | -26.5% | 254,461 | +7.2% | 0.04% | -30.2% |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSOR | $437,000 | -47.0% | 2,532 | -46.9% | 0.03% | -50.7% |
| SONY | Sell | SONY CORP ADR NEW | $409,000 | -4.2% | 9,091 | -20.5% | 0.03% | -11.1% |
| AVEO | New | AVEO PHARMACEUTICALS | $382,000 | – | 136,908 | +100.0% | 0.03% | – |
| NVO | Sell | NOVO-NORDISK A S ADR | $368,000 | -25.8% | 6,861 | -33.4% | 0.03% | -29.3% |
| IVZ | Sell | INVESCO LTD SHS | $372,000 | -26.9% | 10,185 | -29.8% | 0.03% | -31.0% |
| TOCA | Buy | TOCAGEN | $370,000 | -5.6% | 36,056 | +14.6% | 0.03% | -12.1% |
| Sell | OM ASSET MANAGEMENT PLC | $373,000 | -20.0% | 22,295 | -28.6% | 0.03% | -25.6% | |
| ELUXY | Sell | ELECTROLUX AB SPONSORRED ADR C | $361,000 | -32.1% | 5,589 | -28.5% | 0.03% | -36.4% |
| PHG | Sell | KONINKLIJKE PHILIPS N V NY REG | $346,000 | -40.1% | 9,156 | -34.8% | 0.03% | -43.8% |
| COO | COOPER COMPANIES | $344,000 | -8.0% | 1,577 | 0.0% | 0.03% | -12.9% | |
| PCRFY | Sell | PANASONIC CORP ADR | $332,000 | -31.7% | 22,559 | -32.7% | 0.03% | -36.6% |
| RIO | Sell | RIO TINTO PLC SPONSORED ADR | $329,000 | -19.6% | 6,212 | -28.3% | 0.03% | -23.5% |
| VSTM | New | VERASTEM | $306,000 | – | 99,582 | +100.0% | 0.02% | – |
| KCRPY | Sell | KAO CORP SPONSORED ADR | $298,000 | -21.4% | 4,403 | -31.5% | 0.02% | -28.1% |
| RYAAY | Sell | RYANAIR HLDGS PLC SPONSORED AD | $288,000 | -36.4% | 2,763 | -35.7% | 0.02% | -39.5% |
| ROG | ROGERS CORP | $296,000 | +21.3% | 1,828 | 0.0% | 0.02% | +15.0% | |
| TREX | TREX CO | $296,000 | +20.3% | 2,727 | 0.0% | 0.02% | +9.5% | |
| BDC | BELDEN INC | $278,000 | -4.1% | 3,600 | 0.0% | 0.02% | -8.3% | |
| SAP | Sell | SAP SE SPON ADR | $269,000 | -37.9% | 2,397 | -39.3% | 0.02% | -41.7% |
| VIVHY | Sell | Vivendi SA Unsponsored ADR | $263,000 | -17.6% | 9,807 | -22.5% | 0.02% | -22.2% |
| TTNDY | Sell | TECHTRONIC INDS LTD SPONSORED | $268,000 | -20.9% | 8,220 | -34.8% | 0.02% | -25.0% |
| KT | Sell | KT CORP SPONSORED ADR | $252,000 | -25.0% | 16,167 | -33.2% | 0.02% | -28.6% |
| ING | Sell | ING GROEP N V SPONSORED ADR | $257,000 | -42.5% | 13,917 | -42.7% | 0.02% | -45.9% |
| MXL | MAXLINEAR INC | $238,000 | +11.2% | 9,008 | 0.0% | 0.02% | +5.6% | |
| HSBC | Sell | HSBC HLDGS PLC SPON ADR NEW | $242,000 | -17.7% | 4,685 | -21.2% | 0.02% | -24.0% |
| TTE | Sell | TOTAL S A SPONSORED ADR | $242,000 | -28.0% | 4,376 | -30.2% | 0.02% | -32.1% |
| DANOY | Sell | DANONE SPONSORED ADR | $246,000 | -22.2% | 14,681 | -26.7% | 0.02% | -26.9% |
| ASML | Sell | ASML HOLDING N V N Y REGISTRY | $243,000 | -50.5% | 1,397 | -51.3% | 0.02% | -53.7% |
| PUK | Sell | PRUDENTIAL PLC ADR | $236,000 | -36.4% | 4,639 | -40.1% | 0.02% | -38.7% |
| BBVA | Sell | BANCO BILBAO VIZCAYA ARGENTARI | $237,000 | -31.3% | 27,871 | -27.9% | 0.02% | -34.5% |
| SHSP | New | SHARPSPRING | $235,000 | – | 53,400 | +100.0% | 0.02% | – |
| MUFG | Sell | MITSUBISHI UFJ FINANCIAL GROUP | $231,000 | -19.5% | 31,709 | -28.8% | 0.02% | -25.0% |
| POL | POLYONE CORP | $228,000 | +8.6% | 5,248 | 0.0% | 0.02% | 0.0% | |
| CM | Sell | CDN IMPERIAL BK COMM TORONTO C | $226,000 | -10.7% | 2,315 | -19.8% | 0.02% | -14.3% |
| AXAHY | Sell | AXA SA SPONSORED ADR | $227,000 | -19.8% | 7,644 | -18.5% | 0.02% | -25.0% |
| LVMUY | Sell | LVMH MOET HENNESSY LOU VUITT A | $234,000 | -28.0% | 3,993 | -32.0% | 0.02% | -33.3% |
| SSREY | Sell | SWISS RE LTD SPONSORED ADR | $217,000 | -31.1% | 9,284 | -33.1% | 0.02% | -34.6% |
| CAE | Sell | CAE INC COM | $222,000 | -26.0% | 11,935 | -30.2% | 0.02% | -32.0% |
| A | Sell | AGILENT TECHNOLOGIES | $221,000 | +4.2% | 3,305 | -0.1% | 0.02% | -5.6% |
| LRLCY | Sell | L OREAL CO ADR | $203,000 | -25.4% | 4,595 | -28.2% | 0.02% | -30.4% |
| MARK | New | REMARK HOLDINGS | $159,000 | – | 16,377 | +100.0% | 0.01% | – |
| VDTH | Sell | VIDEOCON D2H LTD ADR | $135,000 | -23.3% | 14,154 | -28.6% | 0.01% | -26.7% |
| AMG | Exit | AFFILIATED MANAGERS GROUP | $0 | – | -22 | -100.0% | 0.00% | – |
| UBS | Exit | UBS GROUP AG SHS | $0 | – | -10,241 | -100.0% | -0.02% | – |
| MDT | Exit | MEDTRONIC PLC SHS | $0 | – | -3,028 | -100.0% | -0.02% | – |
| CHL | Exit | CHINA MOBILE LIMITED SPONSORED | $0 | – | -4,744 | -100.0% | -0.02% | – |
| SHOP | Exit | SHOPIFY INC | $0 | – | -2,110 | -100.0% | -0.02% | – |
| HENKY | Exit | Henkel AG & Co KGaA Sponsored | $0 | – | -2,195 | -100.0% | -0.02% | – |
| ALV | Exit | AUTOLIV INC COM | $0 | – | -2,153 | -100.0% | -0.02% | – |
| AGN | Exit | ALLERGAN PLC SHS | $0 | – | -1,329 | -100.0% | -0.02% | – |
| RHHBY | Exit | ROCHE HLDG LTD SPONSORED ADR | $0 | – | -10,004 | -100.0% | -0.03% | – |
| ULTA | Exit | ULTA BEAUTY | $0 | – | -1,519 | -100.0% | -0.03% | – |
| EXPE | Exit | EXPEDIA | $0 | – | -2,595 | -100.0% | -0.03% | – |
| MNTX | Exit | MANITEX INTERNATIONAL | $0 | – | -82,601 | -100.0% | -0.06% | – |
| YELP | Exit | YELP | $0 | – | -25,365 | -100.0% | -0.09% | – |
| MTN | Exit | VAIL RESORTS INC | $0 | – | -6,936 | -100.0% | -0.13% | – |
| PRAA | Exit | PRA GROUP | $0 | – | -61,520 | -100.0% | -0.15% | – |
| ACHC | Exit | ACADIA HEALTHCARE COMPANY | $0 | – | -69,011 | -100.0% | -0.28% | – |
| ALKS | Exit | ALKERMES | $0 | – | -101,640 | -100.0% | -0.43% | – |
| TYPE | Exit | MONOTYPE IMAGING | $0 | – | -269,339 | -100.0% | -0.43% | – |
| GIMO | Exit | GIGAMON INC | $0 | – | -156,724 | -100.0% | -0.55% | – |
| INST | Exit | INSTRUCTURE | $0 | – | -206,741 | -100.0% | -0.57% | – |
| VEEV | Exit | VEEVA SYSTEMS | $0 | – | -173,047 | -100.0% | -0.81% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-12
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.