Granahan Investment Management

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$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 16.8% .

All

			Value		Shares		↓ Weighting
CSGP	Sell	COSTAR CORP	$37,980,000	-2.8%	127,900	-12.2%	2.99%	-8.4%
TWOU	Sell	2U INC	$36,047,000	+7.6%	558,786	-6.5%	2.84%	+1.4%
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%
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%
EBIX	Sell	EBIX	$13,246,000	+19.5%	167,136	-1.6%	1.04%	+12.6%
BRKS	Sell	BROOKS AUTOMATION	$12,085,000	-34.5%	506,689	-16.6%	0.95%	-38.2%
TREE	Sell	LENDING TREE	$11,129,000	-49.3%	32,688	-63.6%	0.88%	-52.2%
EXAS	Sell	EXACT SCIENCES	$10,932,000	-41.2%	208,070	-47.2%	0.86%	-44.5%
BFAM	Sell	BRIGHT HORIZONS	$10,299,000	-28.5%	109,562	-34.5%	0.81%	-32.6%
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%
MB	Sell	MINDBODY	$8,648,000	-25.1%	284,017	-36.4%	0.68%	-29.4%
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%
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%
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%
PDFS	Sell	PDF SOLUTIONS	$6,736,000	-39.0%	429,040	-39.8%	0.53%	-42.4%
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%
CSII	Sell	CARDIOVASCULAR SYSTEMS	$6,324,000	-26.6%	266,958	-12.8%	0.50%	-30.9%
IRWD	Sell	IRONWOOD PHARMACEUTICALS	$5,864,000	-14.7%	391,200	-10.3%	0.46%	-19.7%
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%
ENTA	Sell	ENANTA PHARMACEUTICALS	$5,270,000	+10.3%	89,811	-12.0%	0.42%	+4.3%
PI	Sell	IMPINJ	$5,119,000	-58.0%	227,223	-22.4%	0.40%	-60.4%
ZEN	Sell	ZENDESK	$4,858,000	-8.2%	143,544	-21.0%	0.38%	-13.4%
SFE	Sell	SAFEGUARD SCIENTIFICS	$4,401,000	-49.0%	392,905	-39.2%	0.35%	-51.9%
MSCC	Sell	MICROSEMI	$4,052,000	+0.3%	78,453	-0.0%	0.32%	-5.3%
VG	Sell	VONAGE HOLDINGS	$3,727,000	+21.4%	366,449	-2.8%	0.29%	+14.5%
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%
TRUP	Sell	TRUPANION	$3,346,000	+6.4%	114,300	-4.0%	0.26%	+0.4%
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%
PRLB	Sell	PROTO LABS	$3,183,000	-5.0%	30,900	-25.9%	0.25%	-10.4%
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%
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%
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%
SGMO	Sell	SANGAMO BIOSCIENCES	$2,554,000	-63.4%	155,704	-66.5%	0.20%	-65.5%
NTLA	Sell	INTELLIA THERAPEUTICS	$2,510,000	-64.7%	130,608	-54.4%	0.20%	-66.8%
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%
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%
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%
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%
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%
APPN	Sell	APPIAN CORP CLASS A	$1,098,000	-72.3%	34,875	-74.9%	0.09%	-73.9%
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%
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%
INFN	Sell	INFINERA CORP	$636,000	-72.4%	100,514	-61.3%	0.05%	-74.0%
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%
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%
	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%
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%
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%
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%
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%
MUFG	Sell	MITSUBISHI UFJ FINANCIAL GROUP	$231,000	-19.5%	31,709	-28.8%	0.02%	-25.0%
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%
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:

Susan Rawley — VP/Client Services and Account Administration

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)

Granahan Investment Management Q4 2017 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	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. II^{Sold 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

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

The reported total value is incorrect (1271326000.0 != 1271336000.0)

Export Granahan Investment Management's holdings

Granahan Investment Management - Q4 2017 holdings