Granahan Investment Management

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$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 39.5% .

All

			Value		Shares		↓ Weighting
LPSN	Sell	LIVEPERSON	$45,722,000	+39.6%	2,796,431	-1.8%	3.30%	+28.1%
TWOU	Sell	2U INC	$34,419,000	-4.5%	409,606	-26.7%	2.48%	-12.3%
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%
ECHO	Sell	ECHO GLOBAL LOGISTICS	$18,064,000	-33.9%	654,478	-33.0%	1.30%	-39.4%
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%
LOPE	Sell	GRAND CANYON EDUCATION	$15,805,000	+7.2%	150,636	-8.5%	1.14%	-1.6%
CHUY	Sell	CHUY'S HOLDINGS INC.	$15,314,000	-6.7%	584,504	-0.2%	1.11%	-14.4%
CHGG	Sell	CHEGG INC	$13,231,000	+7.9%	640,397	-14.8%	0.96%	-1.0%
INWK	Sell	INNER WORKINGS INC	$11,121,000	-20.9%	1,228,854	-12.3%	0.80%	-27.4%
AMBR	Sell	AMBER ROAD	$10,530,000	-9.3%	1,183,112	-25.2%	0.76%	-16.8%
MB	Sell	MINDBODY	$9,711,000	+12.3%	249,638	-12.1%	0.70%	+3.1%
BIO	Sell	BIO RAD LABS	$9,519,000	-20.8%	38,065	-24.4%	0.69%	-27.3%
PAYC	Sell	PAYCOM SOFTWARE	$8,723,000	-29.8%	81,223	-47.5%	0.63%	-35.5%
IMAX	Sell	IMAX CORP	$8,362,000	-52.5%	435,511	-42.7%	0.60%	-56.4%
RPD	Sell	RAPID7	$7,918,000	+36.6%	309,670	-0.3%	0.57%	+25.4%
HUBS	Sell	HUBSPOT	$7,408,000	-42.3%	68,404	-52.9%	0.54%	-47.0%
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%
GWR	Sell	GENESEE & WYOMING	$6,989,000	-10.6%	98,733	-0.5%	0.50%	-17.9%
WIX	Sell	WIX COM	$6,228,000	-22.2%	78,293	-43.7%	0.45%	-28.6%
LGND	Sell	LIGAND PHARMACEUTICALS	$5,538,000	+4.0%	33,533	-13.8%	0.40%	-4.5%
NTNX	Sell	NUTANIX	$5,515,000	+20.4%	112,305	-13.5%	0.40%	+10.6%
PCRX	Sell	PACIRA PHARMACEUTICALS	$5,217,000	-33.6%	167,469	-2.7%	0.38%	-39.0%
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%
HIVE	Sell	AEROHIVE NETWORKS INC	$4,806,000	-34.9%	1,189,686	-6.1%	0.35%	-40.3%
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%
PSTG	Sell	PURE STORAGE INC	$4,075,000	+21.4%	204,272	-3.5%	0.29%	+11.4%
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%
ARGX	Sell	ARGENX SE ADR	$3,789,000	-28.1%	47,100	-43.5%	0.27%	-33.8%
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%
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%
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%
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%
IPGP	Sell	IPG PHOTONICS	$2,922,000	+4.5%	12,522	-4.1%	0.21%	-4.1%
LQDT	Sell	LIQUIDITY SERVICES	$2,868,000	+32.1%	441,162	-1.5%	0.21%	+21.1%
TER	Sell	TERADYNE	$2,843,000	-0.8%	62,187	-9.1%	0.20%	-8.9%
SGMO	Sell	SANGAMO BIOSCIENCES	$2,458,000	-3.8%	129,355	-16.9%	0.18%	-11.9%
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%
GTTN	Sell	GTT COMMUNICATION	$2,188,000	-22.2%	38,583	-35.6%	0.16%	-28.5%
SLAB	Sell	SILICON LABORATORIES INC	$1,825,000	-0.3%	20,299	-2.1%	0.13%	-8.3%
QTS	Sell	QTS REALTY TRUST	$1,615,000	-45.7%	44,582	-18.9%	0.12%	-50.0%
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%
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%
WAGE	Sell	WAGEWORKS INC	$1,117,000	-59.7%	24,717	-44.7%	0.08%	-62.8%
GWRE	Sell	GUIDEWIRE SOFTWARE	$1,061,000	-69.4%	13,128	-71.8%	0.08%	-71.7%
SOHO	Sell	SOTHERLY HOTELS	$998,000	-22.0%	144,289	-27.3%	0.07%	-28.7%
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%
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%
CGIX	Sell	CANCER GENETICS INC	$389,000	-17.4%	235,502	-7.5%	0.03%	-24.3%
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:

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 Q1 2018 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.

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Issues

The following issues were detected while analyzing the report:

The reported total value is incorrect (1384868000.0 != 1384869000.0)

Export Granahan Investment Management's holdings

Granahan Investment Management - Q1 2018 holdings