$1.38 Billion is the total value of Granahan Investment Management's 197 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 28.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSGP | Buy | COSTAR CORP | $46,856,000 | +23.4% | 129,195 | +1.0% | 3.38% | +13.3% |
| LPSN | Sell | LIVEPERSON | $45,722,000 | +39.6% | 2,796,431 | -1.8% | 3.30% | +28.1% |
| SODA | Buy | SODASTREAM INTERNATIONAL | $41,257,000 | +33.4% | 449,278 | +2.2% | 2.98% | +22.4% |
| TWOU | Sell | 2U INC | $34,419,000 | -4.5% | 409,606 | -26.7% | 2.48% | -12.3% |
| TDOC | Buy | TELEDOC | $31,941,000 | +43.7% | 792,571 | +24.3% | 2.31% | +31.9% |
| KRNT | Buy | KORNIT DIGITAL | $29,530,000 | -18.7% | 2,289,160 | +1.8% | 2.13% | -25.4% |
| BRKS | Buy | BROOKS AUTOMATION | $28,614,000 | +136.8% | 1,056,654 | +108.5% | 2.07% | +117.2% |
| STRA | Buy | STRAYER EDUCATION | $28,493,000 | +41.7% | 281,972 | +25.6% | 2.06% | +30.0% |
| AXON | Sell | AXON ENTERPRISE | $26,907,000 | +34.8% | 684,480 | -9.1% | 1.94% | +23.8% |
| ULTI | Sell | ULTIMATE SOFTWARE GROUP | $21,081,000 | +11.0% | 86,503 | -0.6% | 1.52% | +1.9% |
| VRTU | Buy | VIRTUSA CORP | $20,597,000 | +22.5% | 425,036 | +11.5% | 1.49% | +12.5% |
| OSIS | Buy | OSI SYSTEMS | $20,354,000 | +24.7% | 311,845 | +23.0% | 1.47% | +14.5% |
| MIME | Buy | MIMECAST LIMITED | $20,065,000 | +24.0% | 566,334 | +0.4% | 1.45% | +13.8% |
| SPSC | Buy | SPS COMMERCE | $19,518,000 | +164.0% | 304,630 | +100.2% | 1.41% | +142.1% |
| ECHO | Sell | ECHO GLOBAL LOGISTICS | $18,064,000 | -33.9% | 654,478 | -33.0% | 1.30% | -39.4% |
| ENSG | Buy | ENSIGN GROUP | $17,500,000 | +38.0% | 665,417 | +16.5% | 1.26% | +26.8% |
| EVH | Sell | EVOLENT HEALTH | $16,971,000 | -8.3% | 1,190,958 | -20.8% | 1.22% | -15.8% |
| TITN | Sell | TITAN MACHINERY | $16,770,000 | +2.0% | 711,799 | -8.3% | 1.21% | -6.3% |
| CARB | Buy | CARBONITE INC | $16,535,000 | +61.9% | 574,140 | +41.1% | 1.19% | +48.7% |
| OKTA | Buy | OKTA, INC | $16,136,000 | +2095.4% | 404,928 | +1310.2% | 1.16% | +1908.6% |
| MDCO | Buy | MEDICINES CO | $15,817,000 | +868.6% | 480,186 | +704.1% | 1.14% | +792.2% |
| LOPE | Sell | GRAND CANYON EDUCATION | $15,805,000 | +7.2% | 150,636 | -8.5% | 1.14% | -1.6% |
| PCTY | Buy | PAYLOCITY HOLDINGS CORP | $15,664,000 | +73.1% | 305,757 | +59.4% | 1.13% | +58.8% |
| CHUY | Sell | CHUY'S HOLDINGS INC. | $15,314,000 | -6.7% | 584,504 | -0.2% | 1.11% | -14.4% |
| RUSHA | Buy | RUSH ENTERPRISES | $14,134,000 | +31.4% | 332,646 | +57.1% | 1.02% | +20.7% |
| PLOW | Buy | DOUGLAS DYNAMICS | $13,583,000 | +17.9% | 313,337 | +2.8% | 0.98% | +8.3% |
| CHGG | Sell | CHEGG INC | $13,231,000 | +7.9% | 640,397 | -14.8% | 0.96% | -1.0% |
| KAMN | Buy | KAMAN CORP | $13,036,000 | +7.5% | 209,848 | +1.8% | 0.94% | -1.4% |
| EBIX | Buy | EBIX | $12,508,000 | -5.6% | 167,886 | +0.4% | 0.90% | -13.3% |
| CNMD | Buy | CONMED CORP | $12,471,000 | +130.8% | 196,923 | +85.8% | 0.90% | +112.0% |
| TRTN | Buy | TRITON INTL LTD/BERMUDA | $12,414,000 | -5.7% | 405,699 | +15.4% | 0.90% | -13.5% |
| EXAS | Buy | EXACT SCIENCES | $12,084,000 | +10.5% | 299,630 | +44.0% | 0.87% | +1.5% |
| IVC | Buy | INVACARE | $11,311,000 | +5.2% | 650,031 | +1.9% | 0.82% | -3.4% |
| ROLL | Buy | RBC BEARINGS | $11,156,000 | +1.1% | 89,820 | +2.9% | 0.81% | -7.1% |
| INWK | Sell | INNER WORKINGS INC | $11,121,000 | -20.9% | 1,228,854 | -12.3% | 0.80% | -27.4% |
| EXTR | Buy | EXTREME NETWORKS | $10,813,000 | +29.9% | 976,817 | +46.9% | 0.78% | +19.2% |
| CSOD | New | CORNERSTONE ONDEMAND | $10,760,000 | – | 275,122 | +100.0% | 0.78% | – |
| BOOM | Buy | DMC GLOBAL INC | $10,715,000 | +133.6% | 400,578 | +118.8% | 0.77% | +114.4% |
| BOX | Buy | BOX INC | $10,520,000 | +4.4% | 511,937 | +7.3% | 0.76% | -4.2% |
| AMBR | Sell | AMBER ROAD | $10,530,000 | -9.3% | 1,183,112 | -25.2% | 0.76% | -16.8% |
| KNSL | Buy | KINSALE CAPITAL GROUP | $10,392,000 | +14.9% | 202,450 | +0.7% | 0.75% | +5.3% |
| EVBG | Buy | EVERBRIDGE | $10,330,000 | +43.4% | 282,238 | +16.5% | 0.75% | +31.8% |
| CVGW | Buy | CALAVO GROWERS | $10,209,000 | +12.4% | 110,732 | +2.9% | 0.74% | +3.2% |
| VCTR | New | VICTORY CAPITAL CLASS A | $10,163,000 | – | 826,249 | +100.0% | 0.73% | – |
| MB | Sell | MINDBODY | $9,711,000 | +12.3% | 249,638 | -12.1% | 0.70% | +3.1% |
| TTD | Buy | TRADE DESK INC CLASS A | $9,567,000 | +8.8% | 192,814 | +0.3% | 0.69% | 0.0% |
| BIO | Sell | BIO RAD LABS | $9,519,000 | -20.8% | 38,065 | -24.4% | 0.69% | -27.3% |
| TTGT | New | TECHTARGET INC | $9,480,000 | – | 476,846 | +100.0% | 0.68% | – |
| NEO | Buy | NEOGENOMICS | $9,106,000 | -6.7% | 1,115,974 | +1.3% | 0.66% | -14.3% |
| XLRN | Buy | ACCELERON PHARMA | $9,100,000 | -5.2% | 232,746 | +2.9% | 0.66% | -13.0% |
| HA | Buy | HAWAIIAN HOLDINGS | $9,078,000 | +56.0% | 234,576 | +60.6% | 0.66% | +43.2% |
| PPBI | Buy | PACIFIC PREMIER BANCORP | $8,732,000 | +10.9% | 217,222 | +10.4% | 0.63% | +1.9% |
| PAYC | Sell | PAYCOM SOFTWARE | $8,723,000 | -29.8% | 81,223 | -47.5% | 0.63% | -35.5% |
| AIN | Buy | ALBANY INT'L | $8,555,000 | +3.6% | 136,442 | +1.5% | 0.62% | -4.9% |
| IMAX | Sell | IMAX CORP | $8,362,000 | -52.5% | 435,511 | -42.7% | 0.60% | -56.4% |
| LLNW | Buy | LIMELIGHT NETWORKS | $8,207,000 | +689.9% | 1,996,760 | +747.6% | 0.59% | +623.2% |
| TNC | Buy | TENNANT CO | $7,965,000 | -6.1% | 117,646 | +0.8% | 0.58% | -13.8% |
| RPD | Sell | RAPID7 | $7,918,000 | +36.6% | 309,670 | -0.3% | 0.57% | +25.4% |
| TCBI | Buy | TEXAS CAPITAL BANCSHARES | $7,519,000 | +17.5% | 83,639 | +16.2% | 0.54% | +8.0% |
| ENTA | Buy | ENANTA PHARMACEUTICALS | $7,517,000 | +42.6% | 92,907 | +3.4% | 0.54% | +30.8% |
| HUBS | Sell | HUBSPOT | $7,408,000 | -42.3% | 68,404 | -52.9% | 0.54% | -47.0% |
| KWR | QUAKER CHEMICAL CORP | $7,244,000 | -1.8% | 48,903 | 0.0% | 0.52% | -9.8% | |
| PRO | Sell | PROS HOLDING | $7,214,000 | +23.7% | 218,529 | -0.9% | 0.52% | +13.5% |
| QLYS | Sell | QUALYS INC | $7,202,000 | -9.1% | 99,000 | -25.9% | 0.52% | -16.5% |
| REN | Sell | RESOLUTE ENERGY | $7,184,000 | -11.6% | 207,341 | -19.7% | 0.52% | -18.8% |
| ANGO | Buy | ANGIO DYNAMICS | $7,130,000 | +9.7% | 413,305 | +5.8% | 0.52% | +0.8% |
| IRWD | Buy | IRONWOOD PHARMACEUTICALS | $7,038,000 | +20.0% | 456,100 | +16.6% | 0.51% | +10.2% |
| GWR | Sell | GENESEE & WYOMING | $6,989,000 | -10.6% | 98,733 | -0.5% | 0.50% | -17.9% |
| UPLD | Buy | UPLAND SOFTWARE | $6,997,000 | +60.5% | 243,025 | +20.7% | 0.50% | +47.2% |
| FRPT | Buy | FRESHPET INC | $6,797,000 | -12.9% | 413,214 | +0.3% | 0.49% | -20.0% |
| POWI | Buy | POWER INTEGRATIONS | $6,599,000 | -5.7% | 96,543 | +1.5% | 0.48% | -13.3% |
| MLNX | Buy | MELLANOX TECHNOLOGIES | $6,570,000 | +13.7% | 90,192 | +1.0% | 0.47% | +4.2% |
| MOD | Buy | MODINE MANUFACTURING | $6,510,000 | +6.0% | 307,800 | +1.2% | 0.47% | -2.7% |
| LAWS | Buy | LAWSON PRODUCTS | $6,450,000 | +6.3% | 255,441 | +4.2% | 0.47% | -2.3% |
| OXFD | Buy | OXFORD IMMUNOTEC GLOBAL PLC | $6,451,000 | -10.4% | 518,173 | +0.6% | 0.47% | -17.7% |
| CRCM | Buy | CARE.COM INC | $6,390,000 | +60.4% | 392,737 | +77.8% | 0.46% | +47.3% |
| RTEC | Buy | RUDOLPH TECH | $6,373,000 | +16.7% | 230,063 | +0.6% | 0.46% | +7.0% |
| CSII | Buy | CARDIOVASCULAR SYSTEMS | $6,338,000 | +0.2% | 289,014 | +8.3% | 0.46% | -7.8% |
| WIX | Sell | WIX COM | $6,228,000 | -22.2% | 78,293 | -43.7% | 0.45% | -28.6% |
| STAG | Buy | STAG INDUSTRIAL | $6,197,000 | -10.7% | 259,087 | +2.0% | 0.45% | -18.1% |
| CRZO | Buy | CARRIZO OIL AND GAS | $6,161,000 | +58.6% | 385,059 | +110.9% | 0.44% | +45.4% |
| QTWO | New | Q2 HOLDINGS | $6,156,000 | – | 135,142 | +100.0% | 0.44% | – |
| GTN | Buy | GRAY TELEVISION | $6,117,000 | +59.4% | 481,680 | +110.3% | 0.44% | +46.4% |
| RGEN | Buy | REPLIGEN | $5,750,000 | +433.9% | 158,929 | +435.1% | 0.42% | +388.2% |
| LGND | Sell | LIGAND PHARMACEUTICALS | $5,538,000 | +4.0% | 33,533 | -13.8% | 0.40% | -4.5% |
| MGNX | Buy | MACROGENICS | $5,517,000 | +65.5% | 219,264 | +25.0% | 0.40% | +51.9% |
| NTNX | Sell | NUTANIX | $5,515,000 | +20.4% | 112,305 | -13.5% | 0.40% | +10.6% |
| GDI | Buy | GARDNER DENVER | $5,235,000 | +109.3% | 170,636 | +131.5% | 0.38% | +91.9% |
| PCRX | Sell | PACIRA PHARMACEUTICALS | $5,217,000 | -33.6% | 167,469 | -2.7% | 0.38% | -39.0% |
| MINI | Buy | MOBILE MINI | $5,137,000 | +26.2% | 118,093 | +0.1% | 0.37% | +15.9% |
| SFE | Buy | SAFEGUARD SCIENTIFICS | $4,961,000 | +12.7% | 404,983 | +3.1% | 0.36% | +3.5% |
| STMP | Sell | STAMPS.COM | $4,947,000 | +1.9% | 24,606 | -4.7% | 0.36% | -6.5% |
| APTI | Sell | APPTIO INC | $4,865,000 | +14.6% | 171,658 | -4.9% | 0.35% | +5.1% |
| HBIO | Buy | HARVARD BIOSCIENCE | $4,808,000 | +55.7% | 961,647 | +2.8% | 0.35% | +42.8% |
| HIVE | Sell | AEROHIVE NETWORKS INC | $4,806,000 | -34.9% | 1,189,686 | -6.1% | 0.35% | -40.3% |
| PUMP | Buy | PROPETRO HOLDING | $4,632,000 | +76.9% | 291,481 | +124.4% | 0.33% | +62.1% |
| CTMX | Buy | CytomX THERAPEUTICS | $4,626,000 | +140.4% | 162,592 | +78.4% | 0.33% | +121.2% |
| HRTG | Sell | HERITAGE INSURANCE HOLDINGS | $4,625,000 | -27.0% | 305,051 | -13.3% | 0.33% | -33.1% |
| ZEN | Sell | ZENDESK | $4,421,000 | -9.0% | 92,346 | -35.7% | 0.32% | -16.5% |
| CEVA | Buy | CEVA | $4,222,000 | -19.4% | 116,619 | +2.8% | 0.30% | -26.0% |
| PSTG | Sell | PURE STORAGE INC | $4,075,000 | +21.4% | 204,272 | -3.5% | 0.29% | +11.4% |
| PRFT | Buy | PERFICIENT | $4,059,000 | +20.3% | 177,082 | +0.1% | 0.29% | +10.6% |
| RDWR | Buy | RADWARE | $3,966,000 | +23.2% | 185,751 | +11.9% | 0.29% | +13.0% |
| CRSP | Sell | CRISPR THERAPEUTICS | $3,965,000 | +19.6% | 86,743 | -38.5% | 0.29% | +9.6% |
| NXST | Sell | NEXSTAR MEDIA GROUP | $3,888,000 | -45.2% | 58,464 | -35.5% | 0.28% | -49.6% |
| TWLO | Buy | TWILIO | $3,867,000 | +100.8% | 101,276 | +24.1% | 0.28% | +84.8% |
| SMCI | Buy | SUPER MICRO COMPUTER | $3,813,000 | -6.5% | 224,278 | +15.1% | 0.28% | -14.3% |
| ARGX | Sell | ARGENX SE ADR | $3,789,000 | -28.1% | 47,100 | -43.5% | 0.27% | -33.8% |
| KMT | KENNAMETAL | $3,792,000 | -17.0% | 94,429 | 0.0% | 0.27% | -23.9% | |
| VTL | Sell | VITAL THERAPIES | $3,782,000 | -17.1% | 556,212 | -27.5% | 0.27% | -24.0% |
| WNS | Sell | WNS HOLDINGS LTD | $3,637,000 | +2.3% | 80,232 | -9.4% | 0.26% | -6.1% |
| RHT | Sell | RED HAT INC | $3,613,000 | +8.8% | 24,166 | -12.6% | 0.26% | 0.0% |
| ABMD | Sell | ABIOMED | $3,584,000 | -77.4% | 12,317 | -85.4% | 0.26% | -79.2% |
| ECPG | Buy | ENCORE CAP GROUP | $3,573,000 | +51.6% | 79,052 | +41.2% | 0.26% | +39.5% |
| TCMD | Buy | TACTILE SYSTEMS TECHNOLOGY | $3,450,000 | +12.5% | 108,496 | +2.5% | 0.25% | +3.3% |
| SUPN | Sell | SUPERNUS PHARMACEUTICALS | $3,297,000 | -43.5% | 71,989 | -50.8% | 0.24% | -48.1% |
| TRUP | Sell | TRUPANION | $3,249,000 | -2.9% | 108,701 | -4.9% | 0.24% | -10.6% |
| GSVC | Buy | GSV CAPITAL | $3,261,000 | +60.0% | 432,463 | +15.6% | 0.24% | +46.9% |
| JRVR | Sell | JAMES RIVER GROUP | $3,241,000 | -49.6% | 91,386 | -43.1% | 0.23% | -53.8% |
| PRLB | Sell | PROTO LABS | $3,203,000 | +0.6% | 27,250 | -11.8% | 0.23% | -7.6% |
| EEFT | Sell | EURONET | $3,203,000 | -40.8% | 40,582 | -36.7% | 0.23% | -45.6% |
| CAI | Buy | CAI INTERNATIONAL, INC | $3,134,000 | +267.8% | 147,405 | +389.9% | 0.23% | +237.3% |
| WW | New | WEIGHT WATCHERS | $3,092,000 | – | 48,530 | +100.0% | 0.22% | – |
| TREE | Sell | LENDING TREE | $3,089,000 | -72.2% | 9,413 | -71.2% | 0.22% | -74.5% |
| WST | Sell | WEST PHARMA SVCS | $3,020,000 | -17.8% | 34,200 | -8.2% | 0.22% | -24.6% |
| PTC | Sell | PTC INC | $2,976,000 | +28.4% | 38,143 | -0.0% | 0.22% | +18.1% |
| CYBR | Buy | CYBERARK SOFTWARE | $2,981,000 | +23.4% | 58,423 | +0.1% | 0.22% | +13.2% |
| IPGP | Sell | IPG PHOTONICS | $2,922,000 | +4.5% | 12,522 | -4.1% | 0.21% | -4.1% |
| HTGM | Buy | HTG MOLECULAR DIAGNOSTICS | $2,905,000 | +199.8% | 802,521 | +68.1% | 0.21% | +176.3% |
| ADSW | Buy | ADVANCED DISPOSAL SERVICES INC | $2,875,000 | +10.2% | 129,049 | +18.4% | 0.21% | +1.5% |
| LQDT | Sell | LIQUIDITY SERVICES | $2,868,000 | +32.1% | 441,162 | -1.5% | 0.21% | +21.1% |
| AFHIF | Buy | ATLAS FINANCIAL HOLDINGS | $2,872,000 | +2.4% | 277,482 | +103.3% | 0.21% | -6.3% |
| TER | Sell | TERADYNE | $2,843,000 | -0.8% | 62,187 | -9.1% | 0.20% | -8.9% |
| PFPT | Buy | PROOFPOINT | $2,824,000 | +28.0% | 24,848 | +0.0% | 0.20% | +17.2% |
| ZAGG | Buy | ZAGG INC | $2,722,000 | +15.3% | 223,116 | +74.3% | 0.20% | +5.9% |
| ZS | New | ZSCALER INC | $2,721,000 | – | 96,950 | +100.0% | 0.20% | – |
| JNCE | Buy | JOUNCE THERAPEUTICS | $2,695,000 | +79.1% | 120,585 | +2.1% | 0.20% | +65.3% |
| CARO | New | CAROLINA FINANCIAL | $2,703,000 | – | 68,806 | +100.0% | 0.20% | – |
| SGMO | Sell | SANGAMO BIOSCIENCES | $2,458,000 | -3.8% | 129,355 | -16.9% | 0.18% | -11.9% |
| REI | New | RING ENERGY | $2,429,000 | – | 169,291 | +100.0% | 0.18% | – |
| VG | Sell | VONAGE HOLDINGS | $2,372,000 | -36.4% | 222,686 | -39.2% | 0.17% | -41.6% |
| EDIT | Sell | EDITAS MEDICINE | $2,354,000 | -27.9% | 71,006 | -33.1% | 0.17% | -33.9% |
| NTLA | Sell | INTELLIA THERAPEUTICS | $2,329,000 | -7.2% | 110,442 | -15.4% | 0.17% | -14.7% |
| DXCM | Buy | DEXCOM INC | $2,273,000 | +53.3% | 30,647 | +18.6% | 0.16% | +40.2% |
| GTTN | Sell | GTT COMMUNICATION | $2,188,000 | -22.2% | 38,583 | -35.6% | 0.16% | -28.5% |
| CTG | Buy | COMPUTER TASK GROUP | $2,138,000 | +213.5% | 261,083 | +95.2% | 0.15% | +185.2% |
| IMMU | IMMUNOMEDICS | $2,038,000 | -9.6% | 139,500 | 0.0% | 0.15% | -16.9% | |
| IMPV | IMPERVA | $1,842,000 | +9.1% | 42,536 | 0.0% | 0.13% | 0.0% | |
| SLAB | Sell | SILICON LABORATORIES INC | $1,825,000 | -0.3% | 20,299 | -2.1% | 0.13% | -8.3% |
| HDSN | Buy | HUDSON TECHNOLOGIES | $1,805,000 | +279.2% | 365,372 | +366.1% | 0.13% | +251.4% |
| MPWR | MONOLITHIC POWER | $1,774,000 | +3.0% | 15,322 | 0.0% | 0.13% | -5.2% | |
| BGCP | Buy | BGC PARTNERS INC | $1,763,000 | +30.6% | 131,104 | +46.7% | 0.13% | +19.8% |
| PFIE | New | PROFIRE ENERGY | $1,638,000 | – | 600,051 | +100.0% | 0.12% | – |
| QTS | Sell | QTS REALTY TRUST | $1,615,000 | -45.7% | 44,582 | -18.9% | 0.12% | -50.0% |
| NEWR | Buy | NEW RELIC | $1,621,000 | +121.8% | 21,869 | +72.8% | 0.12% | +105.3% |
| CYRX | New | CRYOPORT | $1,510,000 | – | 175,594 | +100.0% | 0.11% | – |
| FNSR | Buy | FINISAR | $1,475,000 | -22.2% | 93,298 | +0.1% | 0.11% | -28.2% |
| ENSV | Buy | ENSERVCO | $1,444,000 | +68.1% | 1,586,453 | +19.0% | 0.10% | +52.9% |
| KIN | Buy | KINDRED BIOSCIENCES | $1,430,000 | +19.6% | 165,262 | +30.6% | 0.10% | +9.6% |
| THO | Sell | THOR INDUSTRIES | $1,394,000 | -43.9% | 12,104 | -26.6% | 0.10% | -48.2% |
| TYL | Sell | TYLER TECHNOLOGIES | $1,378,000 | -27.4% | 6,532 | -39.1% | 0.10% | -32.9% |
| VIVE | Buy | VIVEVE MEDICAL INC | $1,332,000 | +128.5% | 363,899 | +210.3% | 0.10% | +108.7% |
| KNX | Buy | KNIGHT-SWIFT TRANS | $1,320,000 | +48.5% | 28,696 | +41.1% | 0.10% | +35.7% |
| CCOI | Sell | COGENT COMMUNICATIONS HOLDINGS | $1,318,000 | -30.7% | 30,378 | -27.7% | 0.10% | -36.7% |
| LAD | Sell | LITHIA MOTORS | $1,303,000 | -45.0% | 12,965 | -37.8% | 0.09% | -49.5% |
| EPAM | Sell | EPAM SYSTEMS | $1,260,000 | -16.2% | 11,000 | -21.4% | 0.09% | -22.9% |
| IPHI | Buy | INPHI | $1,170,000 | -5.6% | 38,855 | +14.8% | 0.08% | -13.4% |
| CDNS | CADENCE DESIGN | $1,146,000 | -12.1% | 31,180 | 0.0% | 0.08% | -19.4% | |
| APPS | Buy | DIGITAL TURBINE INC | $1,154,000 | +55.7% | 574,211 | +38.7% | 0.08% | +43.1% |
| WIFI | Buy | BOINGO WIRELESS | $1,146,000 | +18.5% | 46,266 | +7.7% | 0.08% | +9.2% |
| WAGE | Sell | WAGEWORKS INC | $1,117,000 | -59.7% | 24,717 | -44.7% | 0.08% | -62.8% |
| COLL | New | COLLEGIUM PHARMACEUTICAL | $1,114,000 | – | 43,600 | +100.0% | 0.08% | – |
| GWRE | Sell | GUIDEWIRE SOFTWARE | $1,061,000 | -69.4% | 13,128 | -71.8% | 0.08% | -71.7% |
| WGO | New | WINNEBAGO | $993,000 | – | 26,420 | +100.0% | 0.07% | – |
| SOHO | Sell | SOTHERLY HOTELS | $998,000 | -22.0% | 144,289 | -27.3% | 0.07% | -28.7% |
| VST | Buy | VISTRA ENERGY | $986,000 | +20.1% | 47,314 | +5.6% | 0.07% | +9.2% |
| P | Buy | PANDORA | $791,000 | +13.3% | 157,300 | +8.6% | 0.06% | +3.6% |
| MGM | Sell | MGM RESORTS INTERNATIONAL | $775,000 | -16.5% | 22,119 | -20.4% | 0.06% | -23.3% |
| FLGT | Sell | FULGENT GENETICS | $772,000 | -33.4% | 193,004 | -27.1% | 0.06% | -38.5% |
| MTCH | Sell | MATCH GROUP | $608,000 | -33.1% | 13,671 | -52.9% | 0.04% | -38.0% |
| NMRK | Sell | NEWMARK | $567,000 | -8.5% | 37,344 | -4.2% | 0.04% | -16.3% |
| FENC | Sell | FENNEC PHARMACEUTICALS | $573,000 | -3.2% | 47,376 | -19.8% | 0.04% | -12.8% |
| IOTS | New | ADESTO TECHNOLOGIES | $554,000 | – | 74,867 | +100.0% | 0.04% | – |
| TRVG | Sell | TRIVAGO N.V. Sponsored ADR Cla | $526,000 | -74.2% | 75,718 | -74.5% | 0.04% | -76.2% |
| RCL | Sell | ROYAL CARIBBEAN CRUISES LTD CO | $519,000 | -37.4% | 4,407 | -36.6% | 0.04% | -43.1% |
| MARK | Buy | REMARK HOLDINGS | $442,000 | +178.0% | 77,791 | +375.0% | 0.03% | +146.2% |
| ZFGN | New | ZAFGEN INC | $448,000 | – | 60,144 | +100.0% | 0.03% | – |
| AVEO | Buy | AVEO PHARMACEUTICALS | $448,000 | +17.3% | 154,378 | +12.8% | 0.03% | +6.7% |
| TOCA | Buy | TOCAGEN | $434,000 | +17.3% | 36,599 | +1.5% | 0.03% | +6.9% |
| CGIX | Sell | CANCER GENETICS INC | $389,000 | -17.4% | 235,502 | -7.5% | 0.03% | -24.3% |
| CSTE | New | CAESARSTONE LTD | $374,000 | – | 19,031 | +100.0% | 0.03% | – |
| PTI | New | PROTEOSTASIS THERAPEUTICS | $335,000 | – | 70,534 | +100.0% | 0.02% | – |
| VSTM | Buy | VERASTEM | $334,000 | +9.2% | 112,220 | +12.7% | 0.02% | 0.0% |
| A | Buy | AGILENT TECHNOLOGIES | $258,000 | +16.7% | 3,856 | +16.7% | 0.02% | +11.8% |
| STLD | New | STEEL DYNAMICS | $258,000 | – | 5,841 | +100.0% | 0.02% | – |
| APOG | Sell | APOGEE ENTERPRISES | $202,000 | -88.1% | 4,652 | -87.4% | 0.02% | -88.7% |
| SHSP | Sell | SHARPSPRING | $167,000 | -28.9% | 26,204 | -50.9% | 0.01% | -33.3% |
| VDTH | Exit | VIDEOCON D2H LTD ADR | $0 | – | -14,154 | -100.0% | -0.01% | – |
| LRLCY | Exit | L OREAL CO ADR | $0 | – | -4,595 | -100.0% | -0.02% | – |
| CAE | Exit | CAE INC COM | $0 | – | -11,935 | -100.0% | -0.02% | – |
| SSREY | Exit | SWISS RE LTD SPONSORED ADR | $0 | – | -9,284 | -100.0% | -0.02% | – |
| LVMUY | Exit | LVMH MOET HENNESSY LOU VUITT A | $0 | – | -3,993 | -100.0% | -0.02% | – |
| POL | Exit | POLYONE CORP | $0 | – | -5,248 | -100.0% | -0.02% | – |
| AXAHY | Exit | AXA SA SPONSORED ADR | $0 | – | -7,644 | -100.0% | -0.02% | – |
| CM | Exit | CDN IMPERIAL BK COMM TORONTO C | $0 | – | -2,315 | -100.0% | -0.02% | – |
| MUFG | Exit | MITSUBISHI UFJ FINANCIAL GROUP | $0 | – | -31,709 | -100.0% | -0.02% | – |
| ASML | Exit | ASML HOLDING N V N Y REGISTRY | $0 | – | -1,397 | -100.0% | -0.02% | – |
| DANOY | Exit | DANONE SPONSORED ADR | $0 | – | -14,681 | -100.0% | -0.02% | – |
| BBVA | Exit | BANCO BILBAO VIZCAYA ARGENTARI | $0 | – | -27,871 | -100.0% | -0.02% | – |
| MXL | Exit | MAXLINEAR INC | $0 | – | -9,008 | -100.0% | -0.02% | – |
| TTE | Exit | TOTAL S A SPONSORED ADR | $0 | – | -4,376 | -100.0% | -0.02% | – |
| PUK | Exit | PRUDENTIAL PLC ADR | $0 | – | -4,639 | -100.0% | -0.02% | – |
| HSBC | Exit | HSBC HLDGS PLC SPON ADR NEW | $0 | – | -4,685 | -100.0% | -0.02% | – |
| KT | Exit | KT CORP SPONSORED ADR | $0 | – | -16,167 | -100.0% | -0.02% | – |
| ING | Exit | ING GROEP N V SPONSORED ADR | $0 | – | -13,917 | -100.0% | -0.02% | – |
| SAP | Exit | SAP SE SPON ADR | $0 | – | -2,397 | -100.0% | -0.02% | – |
| TTNDY | Exit | TECHTRONIC INDS LTD SPONSORED | $0 | – | -8,220 | -100.0% | -0.02% | – |
| VIVHY | Exit | Vivendi SA Unsponsored ADR | $0 | – | -9,807 | -100.0% | -0.02% | – |
| BDC | Exit | BELDEN INC | $0 | – | -3,600 | -100.0% | -0.02% | – |
| TREX | Exit | TREX CO | $0 | – | -2,727 | -100.0% | -0.02% | – |
| RYAAY | Exit | RYANAIR HLDGS PLC SPONSORED AD | $0 | – | -2,763 | -100.0% | -0.02% | – |
| ROG | Exit | ROGERS CORP | $0 | – | -1,828 | -100.0% | -0.02% | – |
| KCRPY | Exit | KAO CORP SPONSORED ADR | $0 | – | -4,403 | -100.0% | -0.02% | – |
| RIO | Exit | RIO TINTO PLC SPONSORED ADR | $0 | – | -6,212 | -100.0% | -0.03% | – |
| PCRFY | Exit | PANASONIC CORP ADR | $0 | – | -22,559 | -100.0% | -0.03% | – |
| COO | Exit | COOPER COMPANIES | $0 | – | -1,577 | -100.0% | -0.03% | – |
| PHG | Exit | KONINKLIJKE PHILIPS N V NY REG | $0 | – | -9,156 | -100.0% | -0.03% | – |
| ELUXY | Exit | ELECTROLUX AB SPONSORRED ADR C | $0 | – | -5,589 | -100.0% | -0.03% | – |
| Exit | OM ASSET MANAGEMENT PLC | $0 | – | -22,295 | -100.0% | -0.03% | – | |
| IVZ | Exit | INVESCO LTD SHS | $0 | – | -10,185 | -100.0% | -0.03% | – |
| NVO | Exit | NOVO-NORDISK A S ADR | $0 | – | -6,861 | -100.0% | -0.03% | – |
| SONY | Exit | SONY CORP ADR NEW | $0 | – | -9,091 | -100.0% | -0.03% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTD SPONSOR | $0 | – | -2,532 | -100.0% | -0.03% | – |
| INFN | Exit | INFINERA CORP | $0 | – | -100,514 | -100.0% | -0.05% | – |
| GOGO | Exit | GOGO | $0 | – | -61,828 | -100.0% | -0.06% | – |
| APPN | Exit | APPIAN CORP CLASS A | $0 | – | -34,875 | -100.0% | -0.09% | – |
| MKTX | Exit | MARKETAXESS HOLDINGS | $0 | – | -15,076 | -100.0% | -0.24% | – |
| AKCA | Exit | AKCEA THERAPEUTICS | $0 | – | -194,376 | -100.0% | -0.26% | – |
| MSCC | Exit | MICROSEMI | $0 | – | -78,453 | -100.0% | -0.32% | – |
| ABLX | Exit | ABLYNX nv ADR | $0 | – | -186,690 | -100.0% | -0.37% | – |
| PI | Exit | IMPINJ | $0 | – | -227,223 | -100.0% | -0.40% | – |
| CALD | Exit | CALLIDUS SOFTWARE | $0 | – | -231,119 | -100.0% | -0.52% | – |
| PDFS | Exit | PDF SOLUTIONS | $0 | – | -429,040 | -100.0% | -0.53% | – |
| NKTR | Exit | NEKTAR | $0 | – | -156,517 | -100.0% | -0.74% | – |
| BFAM | Exit | BRIGHT HORIZONS | $0 | – | -109,562 | -100.0% | -0.81% | – |
| ACXM | Exit | ACXIOM | $0 | – | -593,498 | -100.0% | -1.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-14
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.