$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 32.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KRNT | Buy | KORNIT DIGITAL | $36,313,000 | +20.5% | 2,248,455 | +14.2% | 2.86% | +13.6% |
| 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% |
| 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% |
| INWK | Buy | INNER WORKINGS INC | $14,058,000 | +16.4% | 1,401,610 | +30.5% | 1.11% | +9.8% |
| 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% |
| 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% |
| ROLL | Buy | RBC BEARINGS | $11,030,000 | +18.3% | 87,263 | +17.1% | 0.87% | +11.6% |
| 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% |
| 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% |
| 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% | – |
| 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% |
| 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% |
| 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% |
| STAG | Buy | STAG INDUSTRIAL | $6,940,000 | +2.3% | 253,945 | +2.9% | 0.55% | -3.5% |
| 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% | – |
| HRTG | New | HERITAGE INSURANCE HOLDINGS | $6,339,000 | – | 351,771 | +100.0% | 0.50% | – |
| 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% |
| 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% |
| 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% |
| 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% |
| STMP | Buy | STAMPS.COM | $4,856,000 | +17.4% | 25,829 | +26.6% | 0.38% | +10.7% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| PSTG | Buy | PURE STORAGE INC | $3,356,000 | +6.4% | 211,607 | +7.3% | 0.26% | +0.4% |
| MGNX | New | MACROGENICS | $3,333,000 | – | 175,398 | +100.0% | 0.26% | – |
| RDWR | Buy | RADWARE | $3,219,000 | +49.1% | 165,951 | +29.6% | 0.25% | +40.6% |
| HBIO | Buy | HARVARD BIOSCIENCE | $3,088,000 | +53.2% | 935,717 | +74.1% | 0.24% | +44.6% |
| QTS | Buy | QTS REALTY TRUST | $2,976,000 | +33.0% | 54,955 | +28.6% | 0.23% | +25.1% |
| AFHIF | New | ATLAS FINANCIAL HOLDINGS | $2,805,000 | – | 136,500 | +100.0% | 0.22% | – |
| 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% | – |
| GDI | Buy | GARDNER DENVER | $2,501,000 | +227.8% | 73,719 | +165.8% | 0.20% | +207.8% |
| 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% |
| ECPG | Buy | ENCORE CAP GROUP | $2,357,000 | +6.0% | 55,980 | +11.5% | 0.18% | -0.5% |
| IMMU | New | IMMUNOMEDICS | $2,254,000 | – | 139,500 | +100.0% | 0.18% | – |
| 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% | – |
| FNSR | Buy | FINISAR | $1,897,000 | +2.6% | 93,234 | +11.8% | 0.15% | -3.2% |
| 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% | – |
| 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% |
| 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% |
| 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% | – |
| 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% |
| 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% |
| AVEO | New | AVEO PHARMACEUTICALS | $382,000 | – | 136,908 | +100.0% | 0.03% | – |
| TOCA | Buy | TOCAGEN | $370,000 | -5.6% | 36,056 | +14.6% | 0.03% | -12.1% |
| VSTM | New | VERASTEM | $306,000 | – | 99,582 | +100.0% | 0.02% | – |
| SHSP | New | SHARPSPRING | $235,000 | – | 53,400 | +100.0% | 0.02% | – |
| MARK | New | REMARK HOLDINGS | $159,000 | – | 16,377 | +100.0% | 0.01% | – |
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.