$1.66 Billion is the total value of Granahan Investment Management's 207 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 32.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LPSN | Sell | LIVEPERSON | $57,617,000 | +26.0% | 2,730,649 | -2.4% | 3.47% | +5.1% |
| CSGP | Sell | COSTAR CORP | $51,885,000 | +10.7% | 125,743 | -2.7% | 3.13% | -7.6% |
| SODA | Buy | SODASTREAM INTERNATIONAL | $50,058,000 | +21.3% | 586,844 | +30.6% | 3.02% | +1.2% |
| KRNT | Buy | KORNIT DIGITAL | $42,826,000 | +45.0% | 2,405,932 | +5.1% | 2.58% | +21.0% |
| WW | Buy | WEIGHT WATCHERS | $35,482,000 | +1047.5% | 350,961 | +623.2% | 2.14% | +858.7% |
| TDOC | Sell | TELADOC | $33,218,000 | +4.0% | 572,229 | -27.8% | 2.00% | -13.2% |
| AXON | Sell | AXON ENTERPRISE | $32,287,000 | +20.0% | 511,038 | -25.3% | 1.94% | +0.1% |
| TWOU | Sell | 2U INC | $30,448,000 | -11.5% | 364,389 | -11.0% | 1.83% | -26.2% |
| STRA | New | STRATEGIC EDUCATION | $30,099,000 | – | 266,342 | +100.0% | 1.81% | – |
| BRKS | Sell | BROOKS AUTOMATION | $28,959,000 | +1.2% | 887,764 | -16.0% | 1.74% | -15.5% |
| OSIS | Buy | OSI SYSTEMS | $27,418,000 | +34.7% | 354,561 | +13.7% | 1.65% | +12.4% |
| SPSC | Buy | SPS COMMERCE | $26,691,000 | +36.8% | 363,241 | +19.2% | 1.61% | +14.1% |
| GLOB | New | GLOBANT SA | $24,822,000 | – | 437,078 | +100.0% | 1.50% | – |
| EXAS | Buy | EXACT SCIENCES | $24,821,000 | +105.4% | 415,137 | +38.5% | 1.50% | +71.2% |
| ENSG | Buy | ENSIGN GROUP | $24,373,000 | +39.3% | 680,426 | +2.3% | 1.47% | +16.1% |
| PAYC | Buy | PAYCOM SOFTWARE | $23,914,000 | +174.1% | 241,968 | +197.9% | 1.44% | +128.7% |
| VRTU | Buy | VIRTUSA CORP | $21,925,000 | +6.4% | 450,386 | +6.0% | 1.32% | -11.2% |
| CARB | Buy | CARBONITE INC | $21,350,000 | +29.1% | 611,739 | +6.5% | 1.29% | +7.7% |
| MIME | Sell | MIMECAST LIMITED | $20,986,000 | +4.6% | 509,246 | -10.1% | 1.26% | -12.8% |
| MDCO | Buy | MEDICINES CO | $20,326,000 | +28.5% | 553,848 | +15.3% | 1.22% | +7.3% |
| CNMD | Buy | CONMED CORP | $19,490,000 | +56.3% | 266,262 | +35.2% | 1.17% | +30.3% |
| LLNW | Buy | LIMELIGHT NETWORKS | $19,488,000 | +137.5% | 4,359,817 | +118.3% | 1.17% | +98.0% |
| ECHO | Sell | ECHO GLOBAL LOGISTICS | $17,685,000 | -2.1% | 604,613 | -7.6% | 1.06% | -18.3% |
| RUSHA | Buy | RUSH ENTERPRISES | $16,690,000 | +18.1% | 384,746 | +15.7% | 1.00% | -1.6% |
| LOPE | Sell | GRAND CANYON EDUCATION | $16,031,000 | +1.4% | 143,638 | -4.6% | 0.97% | -15.3% |
| OKTA | Sell | OKTA INC | $15,965,000 | -1.1% | 316,959 | -21.7% | 0.96% | -17.4% |
| NEO | Buy | NEOGENOMICS | $15,903,000 | +74.6% | 1,213,014 | +8.7% | 0.96% | +45.6% |
| EVH | Sell | EVOLENT HEALTH | $15,237,000 | -10.2% | 723,867 | -39.2% | 0.92% | -25.1% |
| POWI | Buy | POWER INTEGRATIONS | $15,128,000 | +129.2% | 207,088 | +114.5% | 0.91% | +91.0% |
| PLOW | Buy | DOUGLAS DYNAMICS | $15,044,000 | +10.8% | 313,409 | +0.0% | 0.91% | -7.6% |
| PCTY | Sell | PAYLOCITY HOLDINGS CORP | $14,922,000 | -4.7% | 253,521 | -17.1% | 0.90% | -20.5% |
| COUP | New | COUPA SOFTWARE INC | $14,331,000 | – | 230,261 | +100.0% | 0.86% | – |
| CHUY | Sell | CHUY'S HOLDINGS INC. | $13,890,000 | -9.3% | 452,446 | -22.6% | 0.84% | -24.3% |
| BOOM | Sell | DMC GLOBAL INC | $13,775,000 | +28.6% | 306,799 | -23.4% | 0.83% | +7.2% |
| TTD | Sell | TRADE DESK INC CLASS A | $13,753,000 | +43.8% | 146,622 | -24.0% | 0.83% | +20.0% |
| TTGT | Sell | TECHTARGET INC | $13,327,000 | +40.6% | 469,270 | -1.6% | 0.80% | +17.2% |
| GTLS | New | CHART INDUSTRIES | $13,316,000 | – | 215,881 | +100.0% | 0.80% | – |
| IVC | Buy | INVACARE | $13,197,000 | +16.7% | 709,499 | +9.1% | 0.80% | -2.7% |
| CSOD | Sell | CORNERSTONE ONDEMAND | $12,726,000 | +18.3% | 268,313 | -2.5% | 0.77% | -1.3% |
| ROLL | Buy | RBC BEARINGS | $12,495,000 | +12.0% | 97,002 | +8.0% | 0.75% | -6.6% |
| ULTI | Sell | ULTIMATE SOFTWARE GROUP | $12,393,000 | -41.2% | 48,164 | -44.3% | 0.75% | -50.9% |
| CSII | Buy | CARDIOVASCULAR SYSTEMS | $12,323,000 | +94.4% | 381,056 | +31.8% | 0.74% | +62.0% |
| CVGW | Buy | CALAVO GROWERS | $11,710,000 | +14.7% | 121,788 | +10.0% | 0.70% | -4.3% |
| ENTA | Buy | ENANTA PHARMACEUTICALS | $11,668,000 | +55.2% | 100,670 | +8.4% | 0.70% | +29.5% |
| CRZO | Buy | CARRIZO OIL AND GAS | $11,465,000 | +86.1% | 411,668 | +6.9% | 0.69% | +55.3% |
| EVBG | Sell | EVERBRIDGE | $11,411,000 | +10.5% | 240,640 | -14.7% | 0.69% | -7.9% |
| TITN | Buy | TITAN MACHINERY | $11,398,000 | -32.0% | 733,004 | +3.0% | 0.69% | -43.3% |
| XLRN | Sell | ACCELERON PHARMA | $11,038,000 | +21.3% | 227,484 | -2.3% | 0.66% | +1.2% |
| CHGG | Sell | CHEGG INC | $10,824,000 | -18.2% | 389,484 | -39.2% | 0.65% | -31.7% |
| AMBR | Sell | AMBER ROAD | $10,706,000 | +1.7% | 1,137,778 | -3.8% | 0.64% | -15.1% |
| ANGO | Buy | ANGIO DYNAMICS | $10,411,000 | +46.0% | 468,099 | +13.3% | 0.63% | +21.7% |
| KNSL | Sell | KINSALE CAPITAL GROUP | $10,361,000 | -0.3% | 188,864 | -6.7% | 0.62% | -16.8% |
| TNC | Buy | TENNANT CO | $10,120,000 | +27.1% | 128,101 | +8.9% | 0.61% | +6.1% |
| IRWD | Buy | IRONWOOD PHARMACEUTICALS | $9,959,000 | +41.5% | 520,888 | +14.2% | 0.60% | +18.1% |
| FRPT | Sell | FRESHPET INC | $9,823,000 | +44.5% | 357,833 | -13.4% | 0.59% | +20.6% |
| EBIX | Sell | EBIX | $9,710,000 | -22.4% | 127,344 | -24.1% | 0.58% | -35.2% |
| GTN | Buy | GRAY TELEVISION | $9,196,000 | +50.3% | 581,997 | +20.8% | 0.55% | +25.3% |
| KAMN | Sell | KAMAN CORP | $9,177,000 | -29.6% | 131,689 | -37.2% | 0.55% | -41.2% |
| CRCM | Buy | CARE.COM INC | $8,965,000 | +40.3% | 429,349 | +9.3% | 0.54% | +17.1% |
| RPD | Buy | RAPID7 | $8,969,000 | +13.3% | 317,811 | +2.6% | 0.54% | -5.6% |
| HA | Buy | HAWAIIAN HOLDINGS | $8,896,000 | -2.0% | 247,453 | +5.5% | 0.54% | -18.3% |
| TREE | Buy | LENDING TREE | $8,802,000 | +184.9% | 41,171 | +337.4% | 0.53% | +137.7% |
| IMAX | Sell | IMAX CORP | $8,548,000 | +2.2% | 385,895 | -11.4% | 0.52% | -14.7% |
| PRO | Buy | PROS HOLDING | $8,504,000 | +17.9% | 232,540 | +6.4% | 0.51% | -1.7% |
| IMMU | Buy | IMMUNOMEDICS | $8,425,000 | +313.4% | 355,921 | +155.1% | 0.51% | +245.6% |
| RGEN | Buy | REPLIGEN | $8,381,000 | +45.8% | 178,159 | +12.1% | 0.50% | +21.7% |
| QLYS | Buy | QUALYS INC | $8,379,000 | +16.3% | 99,397 | +0.4% | 0.50% | -2.9% |
| PUMP | Buy | PROPETRO HOLDING | $8,090,000 | +74.7% | 515,950 | +77.0% | 0.49% | +45.8% |
| KWR | Buy | QUAKER CHEMICAL CORP | $8,049,000 | +11.1% | 51,975 | +6.3% | 0.48% | -7.3% |
| TCBI | Buy | TEXAS CAPITAL BANCSHARES | $7,930,000 | +5.5% | 86,665 | +3.6% | 0.48% | -12.0% |
| ARGX | Buy | ARGENX SE ADR | $7,906,000 | +108.7% | 95,419 | +102.6% | 0.48% | +73.7% |
| INWK | Sell | INNER WORKINGS INC | $7,684,000 | -30.9% | 884,278 | -28.0% | 0.46% | -42.3% |
| SSTI | New | SHOTSPOTTER | $7,490,000 | – | 197,461 | +100.0% | 0.45% | – |
| RTEC | Buy | RUDOLPH TECH | $7,385,000 | +15.9% | 249,483 | +8.4% | 0.44% | -3.3% |
| OXFD | Buy | OXFORD IMMUNOTEC GLOBAL PLC | $7,287,000 | +13.0% | 565,332 | +9.1% | 0.44% | -5.8% |
| UPLD | Sell | UPLAND SOFTWARE | $7,225,000 | +3.3% | 210,220 | -13.5% | 0.44% | -13.9% |
| AIN | Sell | ALBANY INT'L | $7,149,000 | -16.4% | 118,857 | -12.9% | 0.43% | -30.3% |
| LAWS | Buy | LAWSON PRODUCTS | $7,056,000 | +9.4% | 289,781 | +13.4% | 0.42% | -8.8% |
| QTWO | Sell | Q2 HOLDINGS | $7,045,000 | +14.4% | 123,485 | -8.6% | 0.42% | -4.7% |
| TRTN | Sell | TRITON INTL LTD/BERMUDA | $6,705,000 | -46.0% | 218,677 | -46.1% | 0.40% | -54.9% |
| EEFT | Buy | EURONET | $6,418,000 | +100.4% | 76,615 | +88.8% | 0.39% | +67.5% |
| REN | Sell | RESOLUTE ENERGY | $6,370,000 | -11.3% | 204,155 | -1.5% | 0.38% | -26.0% |
| MLNX | Sell | MELLANOX TECHNOLOGIES | $6,329,000 | -3.7% | 75,075 | -16.8% | 0.38% | -19.6% |
| MOD | Buy | MODINE MANUFACTURING | $6,134,000 | -5.8% | 336,112 | +9.2% | 0.37% | -21.3% |
| EXTR | Sell | EXTREME NETWORKS | $6,083,000 | -43.7% | 764,198 | -21.8% | 0.37% | -53.1% |
| PCRX | Buy | PACIRA PHARMACEUTICALS | $6,028,000 | +15.5% | 188,086 | +12.3% | 0.36% | -3.7% |
| STMP | Sell | STAMPS.COM | $5,896,000 | +19.2% | 23,300 | -5.3% | 0.36% | -0.6% |
| BOX | Sell | BOX INC | $5,847,000 | -44.4% | 233,955 | -54.3% | 0.35% | -53.7% |
| HBIO | Buy | HARVARD BIOSCIENCE | $5,753,000 | +19.7% | 1,075,363 | +11.8% | 0.35% | 0.0% |
| GWR | Sell | GENESEE & WYOMING | $5,755,000 | -17.7% | 70,765 | -28.3% | 0.35% | -31.3% |
| TWLO | Buy | TWILIO | $5,764,000 | +49.1% | 102,889 | +1.6% | 0.35% | +24.4% |
| APTI | Sell | APPTIO INC | $5,714,000 | +17.5% | 157,846 | -8.0% | 0.34% | -2.0% |
| CRSP | Buy | CRISPR THERAPEUTICS | $5,570,000 | +40.5% | 94,791 | +9.3% | 0.34% | +17.5% |
| SMCI | Buy | SUPER MICRO COMPUTER | $5,563,000 | +45.9% | 235,204 | +4.9% | 0.34% | +21.8% |
| HUBS | Sell | HUBSPOT | $5,542,000 | -25.2% | 44,197 | -35.4% | 0.33% | -37.6% |
| PSTG | Buy | PURE STORAGE INC | $5,457,000 | +33.9% | 228,520 | +11.9% | 0.33% | +11.9% |
| GDI | Buy | GARDNER DENVER | $5,396,000 | +3.1% | 183,601 | +7.6% | 0.32% | -14.0% |
| VCTR | Sell | VICTORY CAPITAL CLASS A | $5,375,000 | -47.1% | 508,009 | -38.5% | 0.32% | -55.9% |
| HIVE | Buy | AEROHIVE NETWORKS INC | $5,303,000 | +10.3% | 1,335,783 | +12.3% | 0.32% | -8.1% |
| SIEN | New | SIENTRA | $5,246,000 | – | 268,881 | +100.0% | 0.32% | – |
| MINI | Sell | MOBILE MINI | $5,186,000 | +1.0% | 110,568 | -6.4% | 0.31% | -15.9% |
| CWST | New | CASELLA WASTE SYSTEMS | $5,187,000 | – | 202,549 | +100.0% | 0.31% | – |
| RDWR | Buy | RADWARE | $5,141,000 | +29.6% | 203,366 | +9.5% | 0.31% | +8.4% |
| NTNX | Sell | NUTANIX | $5,002,000 | -9.3% | 96,988 | -13.6% | 0.30% | -24.4% |
| MGNX | Buy | MACROGENICS | $4,956,000 | -10.2% | 239,991 | +9.5% | 0.30% | -24.9% |
| PRFT | Buy | PERFICIENT | $4,752,000 | +17.1% | 180,209 | +1.8% | 0.29% | -2.4% |
| CEVA | Buy | CEVA | $4,602,000 | +9.0% | 152,385 | +30.7% | 0.28% | -9.2% |
| QTS | Buy | QTS REALTY TRUST | $4,428,000 | +174.2% | 112,108 | +151.5% | 0.27% | +128.2% |
| DXCM | Buy | DEXCOM INC | $4,388,000 | +93.0% | 46,199 | +50.7% | 0.26% | +61.0% |
| TCMD | Sell | TACTILE SYSTEMS TECHNOLOGY | $4,338,000 | +25.7% | 83,420 | -23.1% | 0.26% | +4.8% |
| ESPR | New | ESPERION THERAPEUTICS | $4,207,000 | – | 107,350 | +100.0% | 0.25% | – |
| VTL | Buy | VITAL THERAPIES | $4,163,000 | +10.1% | 607,696 | +9.3% | 0.25% | -8.1% |
| WNS | Sell | WNS HOLDINGS LTD | $4,039,000 | +11.1% | 77,409 | -3.5% | 0.24% | -7.6% |
| CAI | Buy | CAI INTERNATIONAL INC | $3,841,000 | +22.6% | 165,260 | +12.1% | 0.23% | +2.2% |
| NVEE | New | NV5 GLOBAL | $3,793,000 | – | 54,732 | +100.0% | 0.23% | – |
| ADSW | Buy | ADVANCED DISPOSAL SERVICES INC | $3,772,000 | +31.2% | 152,230 | +18.0% | 0.23% | +9.1% |
| CTMX | Sell | CYTOMX THERAPEUTICS | $3,715,000 | -19.7% | 162,504 | -0.1% | 0.22% | -32.9% |
| LGND | Sell | LIGAND PHARMACEUTICALS | $3,707,000 | -33.1% | 17,895 | -46.6% | 0.22% | -44.2% |
| JRVR | Buy | JAMES RIVER GROUP | $3,645,000 | +12.5% | 92,761 | +1.5% | 0.22% | -6.0% |
| CARO | Buy | CAROLINA FINANCIAL | $3,569,000 | +32.0% | 83,154 | +20.9% | 0.22% | +10.3% |
| ECPG | Buy | ENCORE CAP GROUP | $3,562,000 | -0.3% | 97,314 | +23.1% | 0.22% | -16.7% |
| CYBR | Sell | CYBERARK SOFTWARE | $3,439,000 | +15.4% | 54,621 | -6.5% | 0.21% | -3.7% |
| KIN | Buy | KINDRED BIOSCIENCES | $3,395,000 | +137.4% | 318,741 | +92.9% | 0.20% | +99.0% |
| WST | WEST PHARMA SVCS | $3,396,000 | +12.5% | 34,200 | 0.0% | 0.20% | -6.0% | |
| PTC | Sell | PTC INC | $3,372,000 | +13.3% | 35,940 | -5.8% | 0.20% | -5.6% |
| NTLA | Buy | INTELLIA THERAPEUTICS | $3,301,000 | +41.7% | 120,645 | +9.2% | 0.20% | +18.5% |
| PRLB | Buy | PROTO LABS | $3,271,000 | +2.1% | 27,500 | +0.9% | 0.20% | -14.7% |
| CCOI | Buy | COGENT COMMUNICATIONS HOLDINGS | $3,263,000 | +147.6% | 61,110 | +101.2% | 0.20% | +107.4% |
| NXST | Sell | NEXSTAR MEDIA GROUP | $3,237,000 | -16.7% | 44,103 | -24.6% | 0.20% | -30.6% |
| CYRX | Buy | CRYOPORT | $3,209,000 | +112.5% | 203,343 | +15.8% | 0.19% | +77.1% |
| AFHIF | Buy | ATLAS FINANCIAL HOLDINGS | $3,056,000 | +6.4% | 349,284 | +25.9% | 0.18% | -11.1% |
| COLL | Buy | COLLEGIUM PHARMACEUTICAL | $3,040,000 | +172.9% | 127,460 | +192.3% | 0.18% | +128.8% |
| LXFR | New | LUXFER HOLDINGS PLC | $3,021,000 | – | 172,806 | +100.0% | 0.18% | – |
| REI | Buy | RING ENERGY | $3,011,000 | +24.0% | 238,621 | +41.0% | 0.18% | +3.4% |
| HTGM | Buy | HTG MOLECULAR DIAGNOSTICS | $2,984,000 | +2.7% | 915,449 | +14.1% | 0.18% | -14.3% |
| GTTN | Buy | GTT COMMUNICATION | $2,905,000 | +32.8% | 64,554 | +67.3% | 0.18% | +10.8% |
| IPGP | Buy | IPG PHOTONICS | $2,851,000 | -2.4% | 12,922 | +3.2% | 0.17% | -18.5% |
| IOTS | Buy | ADESTO TECHNOLOGIES | $2,840,000 | +412.6% | 338,132 | +351.6% | 0.17% | +327.5% |
| WAGE | Buy | WAGEWORKS INC | $2,821,000 | +152.6% | 56,425 | +128.3% | 0.17% | +109.9% |
| EDIT | Buy | EDITAS MEDICINE | $2,779,000 | +18.1% | 77,555 | +9.2% | 0.17% | -1.8% |
| VG | Sell | VONAGE HOLDINGS | $2,656,000 | +12.0% | 206,043 | -7.5% | 0.16% | -6.4% |
| TER | Buy | TERADYNE | $2,646,000 | -6.9% | 69,514 | +11.8% | 0.16% | -22.4% |
| AUTL | New | AUTOLUS | $2,610,000 | – | 97,415 | +100.0% | 0.16% | – |
| LQDT | Sell | LIQUIDITY SERVICES | $2,611,000 | -9.0% | 398,641 | -9.6% | 0.16% | -24.2% |
| WGO | Buy | WINNEBAGO | $2,570,000 | +158.8% | 63,311 | +139.6% | 0.16% | +115.3% |
| ITRM | New | ITERUM THERAPEUTICS | $2,570,000 | – | 240,850 | +100.0% | 0.16% | – |
| PFPT | Sell | PROOFPOINT | $2,534,000 | -10.3% | 21,975 | -11.6% | 0.15% | -25.0% |
| PFIE | Buy | PROFIRE ENERGY | $2,516,000 | +53.6% | 744,366 | +24.1% | 0.15% | +28.8% |
| NEWR | Buy | NEW RELIC | $2,512,000 | +55.0% | 24,972 | +14.2% | 0.15% | +29.1% |
| XERS | New | XERIS PHARMACEUTICALS | $2,481,000 | – | 130,700 | +100.0% | 0.15% | – |
| MPWR | Buy | MONOLITHIC POWER | $2,423,000 | +36.6% | 18,126 | +18.3% | 0.15% | +14.1% |
| SLAB | Buy | SILICON LABORATORIES INC | $2,426,000 | +32.9% | 24,361 | +20.0% | 0.15% | +10.6% |
| CDTX | New | CIDARA THERAPEUTICS | $2,371,000 | – | 455,994 | +100.0% | 0.14% | – |
| CTG | Buy | COMPUTER TASK GROUP | $2,341,000 | +9.5% | 302,467 | +15.9% | 0.14% | -8.4% |
| ZAGG | Sell | ZAGG INC | $2,299,000 | -15.5% | 132,901 | -40.4% | 0.14% | -29.4% |
| VCEL | New | VERICEL CORPORATION | $2,295,000 | – | 236,616 | +100.0% | 0.14% | – |
| SPRO | New | SPERO THERAPEUTICS | $2,217,000 | – | 151,148 | +100.0% | 0.13% | – |
| IMPV | Buy | IMPERVA | $2,169,000 | +17.8% | 44,961 | +5.7% | 0.13% | -1.5% |
| BGCP | Buy | BGC PARTNERS INC | $2,171,000 | +23.1% | 191,787 | +46.3% | 0.13% | +3.1% |
| VIVE | Buy | VIVEVE MEDICAL INC | $2,156,000 | +61.9% | 792,607 | +117.8% | 0.13% | +35.4% |
| APPS | Buy | DIGITAL TURBINE INC | $2,114,000 | +83.2% | 1,400,126 | +143.8% | 0.13% | +53.0% |
| HDSN | Buy | HUDSON TECHNOLOGIES | $2,081,000 | +15.3% | 1,035,117 | +183.3% | 0.12% | -3.8% |
| ZS | Sell | ZSCALER INC | $2,079,000 | -23.6% | 58,162 | -40.0% | 0.12% | -36.2% |
| SGMO | Buy | SANGAMO BIOSCIENCES | $2,007,000 | -18.3% | 141,348 | +9.3% | 0.12% | -31.6% |
| FNSR | Buy | FINISAR | $1,925,000 | +30.5% | 106,954 | +14.6% | 0.12% | +8.4% |
| MLNT | New | MELINTA THERAPEUTICS | $1,932,000 | – | 304,191 | +100.0% | 0.12% | – |
| ENSV | Buy | ENSERVCO | $1,898,000 | +31.4% | 1,636,087 | +3.1% | 0.11% | +9.6% |
| NMRK | Buy | NEWMARK | $1,877,000 | +231.0% | 131,939 | +253.3% | 0.11% | +175.6% |
| PRTK | New | PARATEK PHARMACEUTICALS | $1,801,000 | – | 176,538 | +100.0% | 0.11% | – |
| IPHI | Buy | INPHI | $1,727,000 | +47.6% | 52,945 | +36.3% | 0.10% | +23.8% |
| TRUP | Sell | TRUPANION | $1,602,000 | -50.7% | 41,501 | -61.8% | 0.10% | -58.7% |
| SUPN | Sell | SUPERNUS PHARMACEUTICALS | $1,579,000 | -52.1% | 26,389 | -63.3% | 0.10% | -60.1% |
| THO | Buy | THOR INDUSTRIES | $1,470,000 | +5.5% | 15,093 | +24.7% | 0.09% | -11.9% |
| CDNS | Buy | CADENCE DESIGN | $1,413,000 | +23.3% | 32,614 | +4.6% | 0.08% | +2.4% |
| BLFS | New | BIOLIFE SOLUTIONS | $1,361,000 | – | 119,274 | +100.0% | 0.08% | – |
| EPAM | Sell | EPAM SYSTEMS | $1,343,000 | +6.6% | 10,800 | -1.8% | 0.08% | -11.0% |
| VST | Buy | VISTRA ENERGY | $1,344,000 | +36.3% | 56,786 | +20.0% | 0.08% | +14.1% |
| JYNT | New | JOINT CORP | $1,325,000 | – | 161,929 | +100.0% | 0.08% | – |
| TYL | Sell | TYLER TECHNOLOGIES | $1,223,000 | -11.2% | 5,507 | -15.7% | 0.07% | -26.0% |
| AKAOQ | New | ACHAOGEN | $1,220,000 | – | 140,861 | +100.0% | 0.07% | – |
| SOHO | Buy | SOTHERLY HOTELS | $1,181,000 | +18.3% | 169,137 | +17.2% | 0.07% | -1.4% |
| AKAM | New | AKAMAI | $1,062,000 | – | 14,505 | +100.0% | 0.06% | – |
| JNCE | Buy | JOUNCE THERAPEUTICS | $1,008,000 | -62.6% | 131,592 | +9.1% | 0.06% | -68.7% |
| FLGT | Buy | FULGENT GENETICS | $941,000 | +21.9% | 227,233 | +17.7% | 0.06% | +1.8% |
| STLD | Buy | STEEL DYNAMICS | $859,000 | +232.9% | 18,691 | +220.0% | 0.05% | +173.7% |
| LYV | New | LIVE NATION INC | $745,000 | – | 15,329 | +100.0% | 0.04% | – |
| ZFGN | Buy | ZAFGEN INC | $712,000 | +58.9% | 69,647 | +15.8% | 0.04% | +34.4% |
| LOVE | New | LOVESAC | $667,000 | – | 32,155 | +100.0% | 0.04% | – |
| ACXM | New | ACXIOM | $645,000 | – | 21,521 | +100.0% | 0.04% | – |
| FENC | Buy | FENNEC PHARMACEUTICALS | $595,000 | +3.8% | 57,002 | +20.3% | 0.04% | -12.2% |
| TOCA | Buy | TOCAGEN | $396,000 | -8.8% | 42,438 | +16.0% | 0.02% | -22.6% |
| AVEO | Buy | AVEO PHARMACEUTICALS | $406,000 | -9.4% | 179,512 | +16.3% | 0.02% | -25.0% |
| ASNS | New | ARSANIS | $365,000 | – | 100,658 | +100.0% | 0.02% | – |
| MTCH | Sell | MATCH GROUP | $316,000 | -48.0% | 8,166 | -40.3% | 0.02% | -56.8% |
| PODD | New | INSULET CORP | $320,000 | – | 3,734 | +100.0% | 0.02% | – |
| NEOG | New | NEOGEN CORP | $283,000 | – | 3,533 | +100.0% | 0.02% | – |
| STIM | New | NEURONETICS | $266,000 | – | 10,000 | +100.0% | 0.02% | – |
| FCFS | New | FIRSTCASH INC | $252,000 | – | 2,810 | +100.0% | 0.02% | – |
| CGIX | Buy | CANCER GENETICS INC | $246,000 | -36.8% | 276,417 | +17.4% | 0.02% | -46.4% |
| HAE | New | HAEMONETICS | $229,000 | – | 2,550 | +100.0% | 0.01% | – |
| PTI | Buy | PROTEOSTASIS THERAPEUTICS | $228,000 | -31.9% | 81,693 | +15.8% | 0.01% | -41.7% |
| BCPC | New | BALCHEM CORP | $224,000 | – | 2,285 | +100.0% | 0.01% | – |
| EPAY | New | BOTTOMLINE TECHNOLOGIES DEL IN | $219,000 | – | 4,400 | +100.0% | 0.01% | – |
| ENPH | New | ENPHASE ENERGY | $215,000 | – | 31,882 | +100.0% | 0.01% | – |
| ANGI | New | ANGI HOME SERVICES | $202,000 | – | 13,106 | +100.0% | 0.01% | – |
| PEGA | New | PEGASYSTEMS INC | $207,000 | – | 3,770 | +100.0% | 0.01% | – |
| DTTVY | New | DISH TV INDIA LTD SPONSORED GD | $21,000 | – | 21,740 | +100.0% | 0.00% | – |
| SHSP | Exit | SHARPSPRING | $0 | – | -26,204 | -100.0% | -0.01% | – |
| APOG | Exit | APOGEE ENTERPRISES | $0 | – | -4,652 | -100.0% | -0.02% | – |
| A | Exit | AGILENT TECHNOLOGIES | $0 | – | -3,856 | -100.0% | -0.02% | – |
| VSTM | Exit | VERASTEM | $0 | – | -112,220 | -100.0% | -0.02% | – |
| CSTE | Exit | CAESARSTONE LTD | $0 | – | -19,031 | -100.0% | -0.03% | – |
| MARK | Exit | REMARK HOLDINGS | $0 | – | -77,791 | -100.0% | -0.03% | – |
| RCL | Exit | ROYAL CARIBBEAN CRUISES LTD CO | $0 | – | -4,407 | -100.0% | -0.04% | – |
| TRVG | Exit | TRIVAGO N.V. Sponsored ADR Cla | $0 | – | -75,718 | -100.0% | -0.04% | – |
| MGM | Exit | MGM RESORTS INTERNATIONAL | $0 | – | -22,119 | -100.0% | -0.06% | – |
| P | Exit | PANDORA | $0 | – | -157,300 | -100.0% | -0.06% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE | $0 | – | -13,128 | -100.0% | -0.08% | – |
| WIFI | Exit | BOINGO WIRELESS | $0 | – | -46,266 | -100.0% | -0.08% | – |
| LAD | Exit | LITHIA MOTORS | $0 | – | -12,965 | -100.0% | -0.09% | – |
| KNX | Exit | KNIGHT-SWIFT TRANS | $0 | – | -28,696 | -100.0% | -0.10% | – |
| GSVC | Exit | GSV CAPITAL | $0 | – | -432,463 | -100.0% | -0.24% | – |
| ABMD | Exit | ABIOMED | $0 | – | -12,317 | -100.0% | -0.26% | – |
| RHT | Exit | RED HAT INC | $0 | – | -24,166 | -100.0% | -0.26% | – |
| KMT | Exit | KENNAMETAL | $0 | – | -94,429 | -100.0% | -0.27% | – |
| ZEN | Exit | ZENDESK | $0 | – | -92,346 | -100.0% | -0.32% | – |
| HRTG | Exit | HERITAGE INSURANCE HOLDINGS | $0 | – | -305,051 | -100.0% | -0.33% | – |
| SFE | Exit | SAFEGUARD SCIENTIFICS | $0 | – | -404,983 | -100.0% | -0.36% | – |
| STAG | Exit | STAG INDUSTRIAL | $0 | – | -259,087 | -100.0% | -0.45% | – |
| WIX | Exit | WIX COM | $0 | – | -78,293 | -100.0% | -0.45% | – |
| PPBI | Exit | PACIFIC PREMIER BANCORP | $0 | – | -217,222 | -100.0% | -0.63% | – |
| BIO | Exit | BIO RAD LABS | $0 | – | -38,065 | -100.0% | -0.69% | – |
| MB | Exit | MINDBODY | $0 | – | -249,638 | -100.0% | -0.70% | – |
| STRA | Exit | STRAYER EDUCATION | $0 | – | -281,972 | -100.0% | -2.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-15
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.