$1.84 Billion is the total value of Granahan Investment Management's 201 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 13.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LPSN | Sell | LIVEPERSON | $70,472,000 | +22.3% | 2,715,684 | -0.5% | 3.82% | +10.2% |
| CSGP | Buy | COSTAR CORP | $56,988,000 | +9.8% | 135,414 | +7.7% | 3.09% | -1.1% |
| STRA | Buy | STRATEGIC EDUCATION | $53,804,000 | +78.8% | 392,642 | +47.4% | 2.92% | +61.0% |
| PAYC | Buy | PAYCOM SOFTWARE | $46,545,000 | +94.6% | 299,495 | +23.8% | 2.52% | +75.2% |
| KRNT | Sell | KORNIT DIGITAL | $42,800,000 | -0.1% | 1,954,350 | -18.8% | 2.32% | -10.0% |
| SODA | Sell | SODASTREAM INTERNATIONAL | $42,197,000 | -15.7% | 294,920 | -49.7% | 2.29% | -24.1% |
| EXAS | Buy | EXACT SCIENCES | $34,854,000 | +40.4% | 441,642 | +6.4% | 1.89% | +26.5% |
| TDOC | Sell | TELADOC | $32,652,000 | -1.7% | 378,135 | -33.9% | 1.77% | -11.4% |
| AXON | Sell | AXON ENTERPRISE | $32,180,000 | -0.3% | 470,265 | -8.0% | 1.75% | -10.2% |
| VRTU | Buy | VIRTUSA CORP | $30,330,000 | +38.3% | 564,691 | +25.4% | 1.65% | +24.6% |
| SPSC | Sell | SPS COMMERCE | $30,137,000 | +12.9% | 303,678 | -16.4% | 1.64% | +1.7% |
| GLOB | Buy | GLOBANT SA | $30,029,000 | +21.0% | 509,058 | +16.5% | 1.63% | +9.0% |
| WW | Buy | WEIGHT WATCHERS | $28,749,000 | -19.0% | 399,354 | +13.8% | 1.56% | -27.0% |
| OSIS | Buy | OSI SYSTEMS | $28,377,000 | +3.5% | 371,866 | +4.9% | 1.54% | -6.8% |
| ETSY | New | ETSY INC | $27,898,000 | – | 542,972 | +100.0% | 1.51% | – |
| LLNW | Buy | LIMELIGHT NETWORKS | $26,791,000 | +37.5% | 5,336,935 | +22.4% | 1.45% | +23.9% |
| BRKS | Sell | BROOKS AUTOMATION | $26,765,000 | -7.6% | 764,072 | -13.9% | 1.45% | -16.8% |
| TWOU | Sell | 2U INC | $26,628,000 | -12.5% | 354,146 | -2.8% | 1.44% | -21.2% |
| CARB | Buy | CARBONITE INC | $25,220,000 | +18.1% | 707,434 | +15.6% | 1.37% | +6.4% |
| ENSG | Sell | ENSIGN GROUP | $24,715,000 | +1.4% | 651,764 | -4.2% | 1.34% | -8.7% |
| MIME | Buy | MIMECAST LIMITED | $23,317,000 | +11.1% | 556,767 | +9.3% | 1.26% | +0.1% |
| CNMD | Buy | CONMED CORP | $22,240,000 | +14.1% | 280,741 | +5.4% | 1.21% | +2.8% |
| KNX | New | KNIGHT-SWIFT TRANS | $22,195,000 | – | 643,702 | +100.0% | 1.20% | – |
| PCTY | Buy | PAYLOCITY HOLDINGS CORP | $20,901,000 | +40.1% | 260,225 | +2.6% | 1.13% | +26.1% |
| EVH | Buy | EVOLENT HEALTH | $20,687,000 | +35.8% | 728,428 | +0.6% | 1.12% | +22.2% |
| CSOD | Buy | CORNERSTONE ONDEMAND | $19,963,000 | +56.9% | 351,773 | +31.1% | 1.08% | +41.2% |
| BOOM | Buy | DMC GLOBAL INC | $19,538,000 | +41.8% | 478,863 | +56.1% | 1.06% | +27.7% |
| OKTA | Sell | OKTA INC | $19,497,000 | +22.1% | 277,104 | -12.6% | 1.06% | +10.0% |
| NEO | Buy | NEOGENOMICS | $19,146,000 | +20.4% | 1,247,327 | +2.8% | 1.04% | +8.5% |
| RAMP | New | LIVERAMP HOLDING INC | $18,461,000 | – | 373,621 | +100.0% | 1.00% | – |
| TTD | Sell | TRADE DESK INC CLASS A | $18,373,000 | +33.6% | 121,746 | -17.0% | 1.00% | +20.3% |
| GTLS | Buy | CHART INDUSTRIES | $17,750,000 | +33.3% | 226,602 | +5.0% | 0.96% | +20.1% |
| RUSHA | Buy | RUSH ENTERPRISES | $17,096,000 | +2.4% | 434,891 | +13.0% | 0.93% | -7.7% |
| LOPE | Buy | GRAND CANYON EDUCATION | $16,747,000 | +4.5% | 148,468 | +3.4% | 0.91% | -5.9% |
| LXFR | Buy | LUXFER HOLDINGS PLC | $16,720,000 | +453.5% | 719,134 | +316.2% | 0.91% | +398.4% |
| MDCO | Sell | MEDICINES CO | $15,861,000 | -22.0% | 530,305 | -4.3% | 0.86% | -29.7% |
| SSTI | Buy | SHOTSPOTTER | $15,427,000 | +106.0% | 251,704 | +27.5% | 0.84% | +85.6% |
| PLOW | Buy | DOUGLAS DYNAMICS | $15,164,000 | +0.8% | 345,431 | +10.2% | 0.82% | -9.2% |
| COUP | Sell | COUPA SOFTWARE INC | $15,068,000 | +5.1% | 190,493 | -17.3% | 0.82% | -5.2% |
| ROLL | Buy | RBC BEARINGS | $14,882,000 | +19.1% | 98,976 | +2.0% | 0.81% | +7.2% |
| RGEN | Buy | REPLIGEN | $14,825,000 | +76.9% | 267,316 | +50.0% | 0.80% | +59.2% |
| TTGT | Buy | TECHTARGET INC | $14,239,000 | +6.8% | 733,238 | +56.3% | 0.77% | -3.7% |
| CSII | Sell | CARDIOVASCULAR SYSTEMS | $13,977,000 | +13.4% | 357,091 | -6.3% | 0.76% | +2.2% |
| ARGX | Buy | ARGENX SE ADR | $13,756,000 | +74.0% | 181,379 | +90.1% | 0.75% | +56.7% |
| MB | New | MINDBODY | $13,718,000 | – | 337,469 | +100.0% | 0.74% | – |
| OXFD | Buy | OXFORD IMMUNOTEC GLOBAL PLC | $13,721,000 | +88.3% | 845,383 | +49.5% | 0.74% | +69.5% |
| XLRN | Buy | ACCELERON PHARMA | $13,642,000 | +23.6% | 238,379 | +4.8% | 0.74% | +11.3% |
| TITN | Buy | TITAN MACHINERY | $13,058,000 | +14.6% | 843,267 | +15.0% | 0.71% | +3.1% |
| CRZO | Buy | CARRIZO OIL AND GAS | $12,713,000 | +10.9% | 504,472 | +22.5% | 0.69% | -0.1% |
| KNSL | Buy | KINSALE CAPITAL GROUP | $12,219,000 | +17.9% | 191,348 | +1.3% | 0.66% | +6.2% |
| CHUY | Buy | CHUY'S HOLDINGS INC. | $12,207,000 | -12.1% | 465,029 | +2.8% | 0.66% | -20.9% |
| EVBG | Sell | EVERBRIDGE | $11,420,000 | +0.1% | 198,134 | -17.7% | 0.62% | -9.8% |
| EEFT | Buy | EURONET | $10,995,000 | +71.3% | 109,707 | +43.2% | 0.60% | +54.3% |
| EBIX | Buy | EBIX | $10,897,000 | +12.2% | 137,674 | +8.1% | 0.59% | +1.0% |
| CHGG | Sell | CHEGG INC | $10,802,000 | -0.2% | 379,944 | -2.4% | 0.59% | -10.1% |
| TNC | Buy | TENNANT CO | $10,589,000 | +4.6% | 139,418 | +8.8% | 0.58% | -5.7% |
| ANGO | Buy | ANGIO DYNAMICS | $10,592,000 | +1.7% | 487,196 | +4.1% | 0.58% | -8.3% |
| POWI | Sell | POWER INTEGRATIONS | $10,549,000 | -30.3% | 166,911 | -19.4% | 0.57% | -37.2% |
| LAWS | Buy | LAWSON PRODUCTS | $10,203,000 | +44.6% | 300,986 | +3.9% | 0.55% | +30.4% |
| IVC | Sell | INVACARE | $10,096,000 | -23.5% | 693,891 | -2.2% | 0.55% | -31.1% |
| AMBR | Sell | AMBER ROAD | $9,894,000 | -7.6% | 1,028,449 | -9.6% | 0.54% | -16.7% |
| AIN | Buy | ALBANY INT'L | $9,787,000 | +36.9% | 123,111 | +3.6% | 0.53% | +23.2% |
| RPD | Sell | RAPID7 | $9,510,000 | +6.0% | 257,574 | -19.0% | 0.52% | -4.4% |
| NVEE | Buy | NV5 GLOBAL | $9,234,000 | +143.4% | 106,507 | +94.6% | 0.50% | +118.8% |
| KAMN | Buy | KAMAN CORP | $9,115,000 | -0.7% | 136,489 | +3.6% | 0.50% | -10.5% |
| PUMP | Buy | PROPETRO HOLDING | $9,081,000 | +12.2% | 550,711 | +6.7% | 0.49% | +1.2% |
| MOD | Buy | MODINE MANUFACTURING | $8,955,000 | +46.0% | 601,018 | +78.8% | 0.49% | +31.4% |
| ENTA | Buy | ENANTA PHARMACEUTICALS | $8,830,000 | -24.3% | 103,320 | +2.6% | 0.48% | -31.9% |
| KIN | Buy | KINDRED BIOSCIENCES | $8,818,000 | +159.7% | 632,118 | +98.3% | 0.48% | +133.2% |
| CWST | Buy | CASELLA WASTE SYSTEMS | $8,776,000 | +69.2% | 282,555 | +39.5% | 0.48% | +52.6% |
| GTN | Sell | GRAY TELEVISION | $8,576,000 | -6.7% | 490,049 | -15.8% | 0.46% | -16.1% |
| BOX | Buy | BOX INC | $8,400,000 | +43.7% | 351,319 | +50.2% | 0.46% | +29.5% |
| PRO | Buy | PROS HOLDING | $8,199,000 | -3.6% | 234,122 | +0.7% | 0.44% | -13.1% |
| GDI | Buy | GARDNER DENVER | $7,999,000 | +48.2% | 282,249 | +53.7% | 0.43% | +33.5% |
| QTWO | Buy | Q2 HOLDINGS | $7,751,000 | +10.0% | 128,005 | +3.7% | 0.42% | -0.7% |
| PCRX | Sell | PACIRA PHARMACEUTICALS | $7,767,000 | +28.8% | 158,036 | -16.0% | 0.42% | +16.0% |
| IMMU | Buy | IMMUNOMEDICS | $7,687,000 | -8.8% | 369,021 | +3.7% | 0.42% | -17.9% |
| IRWD | Sell | IRONWOOD PHARMACEUTICALS | $7,480,000 | -24.9% | 405,224 | -22.2% | 0.41% | -32.3% |
| SIEN | Buy | SIENTRA | $7,286,000 | +38.9% | 305,116 | +13.5% | 0.40% | +25.0% |
| REN | Sell | RESOLUTE ENERGY | $7,170,000 | +12.6% | 189,645 | -7.1% | 0.39% | +1.3% |
| LGND | Buy | LIGAND PHARMACEUTICALS | $7,106,000 | +91.7% | 25,889 | +44.7% | 0.39% | +73.1% |
| UPLD | Buy | UPLAND SOFTWARE | $7,049,000 | -2.4% | 218,153 | +3.8% | 0.38% | -12.2% |
| TREE | Sell | LENDING TREE | $6,876,000 | -21.9% | 29,881 | -27.4% | 0.37% | -29.6% |
| HUBS | Buy | HUBSPOT | $6,854,000 | +23.7% | 45,407 | +2.7% | 0.37% | +11.4% |
| TWLO | Sell | TWILIO | $6,840,000 | +18.7% | 79,281 | -22.9% | 0.37% | +6.9% |
| DXCM | Buy | DEXCOM INC | $6,665,000 | +51.9% | 46,596 | +0.9% | 0.36% | +37.1% |
| RTEC | Buy | RUDOLPH TECH | $6,398,000 | -13.4% | 261,690 | +4.9% | 0.35% | -22.0% |
| TCBI | Sell | TEXAS CAPITAL BANCSHARES | $6,338,000 | -20.1% | 76,682 | -11.5% | 0.34% | -28.0% |
| HA | Sell | HAWAIIAN HOLDINGS | $6,258,000 | -29.7% | 156,067 | -36.9% | 0.34% | -36.6% |
| HBIO | Buy | HARVARD BIOSCIENCE | $5,851,000 | +1.7% | 1,114,490 | +3.6% | 0.32% | -8.6% |
| ECHO | Sell | ECHO GLOBAL LOGISTICS | $5,548,000 | -68.6% | 179,243 | -70.4% | 0.30% | -71.7% |
| PSTG | Sell | PURE STORAGE INC | $5,391,000 | -1.2% | 207,739 | -9.1% | 0.29% | -10.9% |
| TRTN | Sell | TRITON INTL LTD/BERMUDA | $5,381,000 | -19.7% | 161,740 | -26.0% | 0.29% | -27.7% |
| TCMD | Sell | TACTILE SYSTEMS TECHNOLOGY | $5,346,000 | +23.2% | 75,249 | -9.8% | 0.29% | +11.1% |
| MGNX | Buy | MACROGENICS | $5,294,000 | +6.8% | 246,916 | +2.9% | 0.29% | -4.0% |
| MLNX | Sell | MELLANOX TECHNOLOGIES | $5,245,000 | -17.1% | 71,410 | -4.9% | 0.28% | -25.2% |
| PODD | Buy | INSULET CORP | $5,179,000 | +1518.4% | 48,884 | +1209.2% | 0.28% | +1378.9% |
| QTS | Buy | QTS REALTY TRUST | $5,134,000 | +15.9% | 120,316 | +7.3% | 0.28% | +4.5% |
| CEVA | Buy | CEVA | $5,136,000 | +11.6% | 178,629 | +17.2% | 0.28% | +0.7% |
| STMP | Sell | STAMPS.COM | $5,080,000 | -13.8% | 22,457 | -3.6% | 0.28% | -22.3% |
| ESPR | Buy | ESPERION THERAPEUTICS | $4,945,000 | +17.5% | 111,450 | +3.8% | 0.27% | +5.9% |
| FRPT | Sell | FRESHPET INC | $4,847,000 | -50.7% | 132,077 | -63.1% | 0.26% | -55.6% |
| VCTR | Sell | VICTORY CAPITAL CLASS A | $4,793,000 | -10.8% | 502,462 | -1.1% | 0.26% | -19.8% |
| HTGM | Buy | HTG MOLECULAR DIAGNOSTICS | $4,753,000 | +59.3% | 941,170 | +2.8% | 0.26% | +43.3% |
| APTI | Sell | APPTIO INC | $4,619,000 | -19.2% | 124,965 | -20.8% | 0.25% | -27.0% |
| MINI | Sell | MOBILE MINI | $4,561,000 | -12.1% | 104,020 | -5.9% | 0.25% | -20.8% |
| AFHIF | Buy | ATLAS FINANCIAL HOLDINGS | $4,442,000 | +45.4% | 441,971 | +26.5% | 0.24% | +31.0% |
| RDWR | Sell | RADWARE | $4,341,000 | -15.6% | 164,001 | -19.4% | 0.24% | -23.9% |
| ADSW | Buy | ADVANCED DISPOSAL SERVICES INC | $4,337,000 | +15.0% | 160,158 | +5.2% | 0.24% | +3.5% |
| WST | WEST PHARMA SVCS | $4,223,000 | +24.4% | 34,200 | 0.0% | 0.23% | +11.7% | |
| QLYS | Sell | QUALYS INC | $4,179,000 | -50.1% | 46,900 | -52.8% | 0.23% | -55.0% |
| HIVE | Sell | AEROHIVE NETWORKS INC | $4,006,000 | -24.5% | 972,445 | -27.2% | 0.22% | -32.0% |
| WNS | WNS HOLDINGS LTD | $3,929,000 | -2.7% | 77,409 | 0.0% | 0.21% | -12.3% | |
| CYBR | Sell | CYBERARK SOFTWARE | $3,861,000 | +12.3% | 48,362 | -11.5% | 0.21% | +1.0% |
| PRLB | Sell | PROTO LABS | $3,769,000 | +15.2% | 23,300 | -15.3% | 0.20% | +3.6% |
| CAI | Sell | CAI INTERNATIONAL INC | $3,718,000 | -3.2% | 162,570 | -1.6% | 0.20% | -12.6% |
| ECPG | Buy | ENCORE CAP GROUP | $3,690,000 | +3.6% | 102,939 | +5.8% | 0.20% | -7.0% |
| PTC | Sell | PTC INC | $3,679,000 | +9.1% | 34,645 | -3.6% | 0.20% | -1.5% |
| PRFT | Sell | PERFICIENT | $3,672,000 | -22.7% | 137,782 | -23.5% | 0.20% | -30.4% |
| GTTN | Buy | GTT COMMUNICATION | $3,639,000 | +25.3% | 83,853 | +29.9% | 0.20% | +12.6% |
| EXTR | Sell | EXTREME NETWORKS | $3,511,000 | -42.3% | 640,620 | -16.2% | 0.19% | -48.1% |
| VCEL | Buy | VERICEL CORPORATION | $3,490,000 | +52.1% | 246,611 | +4.2% | 0.19% | +37.0% |
| ULTI | Sell | ULTIMATE SOFTWARE GROUP | $3,352,000 | -73.0% | 10,405 | -78.4% | 0.18% | -75.6% |
| NTNX | Sell | NUTANIX | $3,306,000 | -33.9% | 77,388 | -20.2% | 0.18% | -40.5% |
| AUTL | Buy | AUTOLUS | $3,090,000 | +18.4% | 100,762 | +3.4% | 0.17% | +7.0% |
| CTMX | Buy | CYTOMX THERAPEUTICS | $3,091,000 | -16.8% | 167,088 | +2.8% | 0.17% | -25.0% |
| NXST | Sell | NEXSTAR MEDIA GROUP | $2,996,000 | -7.4% | 36,808 | -16.5% | 0.16% | -16.4% |
| COLL | Buy | COLLEGIUM PHARMACEUTICAL | $2,904,000 | -4.5% | 197,037 | +54.6% | 0.16% | -13.7% |
| TER | Buy | TERADYNE | $2,898,000 | +9.5% | 78,358 | +12.7% | 0.16% | -1.3% |
| BGCP | Buy | BGC PARTNERS INC | $2,824,000 | +30.1% | 238,941 | +24.6% | 0.15% | +16.8% |
| PFIE | Buy | PROFIRE ENERGY | $2,730,000 | +8.5% | 855,743 | +15.0% | 0.15% | -2.6% |
| HDSN | Buy | HUDSON TECHNOLOGIES | $2,726,000 | +31.0% | 2,129,906 | +105.8% | 0.15% | +18.4% |
| VG | Sell | VONAGE HOLDINGS | $2,651,000 | -0.2% | 187,239 | -9.1% | 0.14% | -10.0% |
| CLDR | New | CLOUDERA, INC | $2,587,000 | – | 146,545 | +100.0% | 0.14% | – |
| ZFGN | Buy | ZAFGEN INC | $2,534,000 | +255.9% | 216,742 | +211.2% | 0.14% | +218.6% |
| IPHI | Buy | INPHI | $2,501,000 | +44.8% | 65,854 | +24.4% | 0.14% | +30.8% |
| REI | Buy | RING ENERGY | $2,435,000 | -19.1% | 245,728 | +3.0% | 0.13% | -27.1% |
| SGMO | Buy | SANGAMO BIOSCIENCES | $2,428,000 | +21.0% | 143,267 | +1.4% | 0.13% | +9.1% |
| JRVR | Sell | JAMES RIVER GROUP | $2,430,000 | -33.3% | 57,005 | -38.5% | 0.13% | -40.0% |
| EDIT | Sell | EDITAS MEDICINE | $2,420,000 | -12.9% | 76,057 | -1.9% | 0.13% | -21.6% |
| CTSO | New | CYTOSORBENTS CORPORATION | $2,416,000 | – | 187,300 | +100.0% | 0.13% | – |
| BLFS | Buy | BIOLIFE SOLUTIONS | $2,366,000 | +73.8% | 135,181 | +13.3% | 0.13% | +56.1% |
| NTLA | Sell | INTELLIA THERAPEUTICS | $2,357,000 | -28.6% | 82,359 | -31.7% | 0.13% | -35.7% |
| NEWR | NEW RELIC | $2,353,000 | -6.3% | 24,972 | 0.0% | 0.13% | -15.2% | |
| GWR | Sell | GENESEE & WYOMING | $2,338,000 | -59.4% | 25,700 | -63.7% | 0.13% | -63.4% |
| CCOI | Sell | COGENT COMMUNICATIONS HOLDINGS | $2,322,000 | -28.8% | 41,612 | -31.9% | 0.13% | -36.0% |
| XERS | Buy | XERIS PHARMACEUTICALS | $2,306,000 | -7.1% | 131,145 | +0.3% | 0.12% | -16.1% |
| SLAB | Buy | SILICON LABORATORIES INC | $2,273,000 | -6.3% | 24,758 | +1.6% | 0.12% | -15.8% |
| PFPT | Sell | PROOFPOINT | $2,239,000 | -11.6% | 21,058 | -4.2% | 0.12% | -20.9% |
| ZS | Sell | ZSCALER INC | $2,211,000 | +6.3% | 54,217 | -6.8% | 0.12% | -4.0% |
| WAGE | Sell | WAGEWORKS INC | $2,202,000 | -21.9% | 51,503 | -8.7% | 0.12% | -30.0% |
| CDTX | Buy | CIDARA THERAPEUTICS | $2,113,000 | -10.9% | 480,131 | +5.3% | 0.12% | -19.6% |
| CRSP | Sell | CRISPR THERAPEUTICS | $2,100,000 | -62.3% | 47,342 | -50.1% | 0.11% | -66.1% |
| FNSR | Buy | FINISAR | $2,084,000 | +8.3% | 109,411 | +2.3% | 0.11% | -2.6% |
| MPWR | Sell | MONOLITHIC POWER | $2,062,000 | -14.9% | 16,424 | -9.4% | 0.11% | -23.3% |
| IMPV | Sell | IMPERVA | $2,001,000 | -7.7% | 43,077 | -4.2% | 0.11% | -16.8% |
| TRUP | Buy | TRUPANION | $1,912,000 | +19.4% | 53,500 | +28.9% | 0.10% | +7.2% |
| APPS | Buy | DIGITAL TURBINE INC | $1,859,000 | -12.1% | 1,499,144 | +7.1% | 0.10% | -20.5% |
| FENC | Buy | FENNEC PHARMACEUTICALS | $1,830,000 | +207.6% | 223,123 | +291.4% | 0.10% | +175.0% |
| PRTK | Buy | PARATEK PHARMACEUTICALS | $1,781,000 | -1.1% | 183,615 | +4.0% | 0.10% | -11.0% |
| LQDT | Sell | LIQUIDITY SERVICES | $1,786,000 | -31.6% | 281,231 | -29.5% | 0.10% | -38.2% |
| STIM | Buy | NEURONETICS | $1,763,000 | +562.8% | 55,000 | +450.0% | 0.10% | +500.0% |
| NMRK | Buy | NEWMARK | $1,735,000 | -7.6% | 155,082 | +17.5% | 0.09% | -16.8% |
| VIVE | Sell | VIVEVE MEDICAL INC | $1,704,000 | -21.0% | 635,743 | -19.8% | 0.09% | -29.2% |
| ITRM | Buy | ITERUM THERAPEUTICS | $1,661,000 | -35.4% | 250,717 | +4.1% | 0.09% | -41.9% |
| IOTS | Sell | ADESTO TECHNOLOGIES | $1,662,000 | -41.5% | 279,323 | -17.4% | 0.09% | -47.4% |
| SPRO | Buy | SPERO THERAPEUTICS | $1,651,000 | -25.5% | 157,058 | +3.9% | 0.09% | -32.8% |
| CARO | Sell | CAROLINA FINANCIAL | $1,603,000 | -55.1% | 42,495 | -48.9% | 0.09% | -59.5% |
| VST | Buy | VISTRA ENERGY | $1,595,000 | +18.7% | 64,095 | +12.9% | 0.09% | +7.4% |
| CTG | Buy | COMPUTER TASK GROUP | $1,582,000 | -32.4% | 302,982 | +0.2% | 0.09% | -39.0% |
| CYRX | Sell | CRYOPORT | $1,573,000 | -51.0% | 122,756 | -39.6% | 0.08% | -56.0% |
| JYNT | Buy | JOINT CORP | $1,387,000 | +4.7% | 162,197 | +0.2% | 0.08% | -6.2% |
| ENSV | Buy | ENSERVCO | $1,295,000 | -31.8% | 1,639,079 | +0.2% | 0.07% | -38.6% |
| AKAM | Buy | AKAMAI | $1,278,000 | +20.3% | 17,472 | +20.5% | 0.07% | +7.8% |
| MLNT | Buy | MELINTA THERAPEUTICS | $1,250,000 | -35.3% | 316,561 | +4.1% | 0.07% | -41.4% |
| ZAGG | Sell | ZAGG INC | $1,256,000 | -45.4% | 85,142 | -35.9% | 0.07% | -51.1% |
| SOHO | Sell | SOTHERLY HOTELS | $1,213,000 | +2.7% | 168,466 | -0.4% | 0.07% | -7.0% |
| LYV | Buy | LIVE NATION INC | $1,153,000 | +54.8% | 21,175 | +38.1% | 0.06% | +40.0% |
| NVTRQ | New | NUVECTRA CORP | $1,123,000 | – | 51,100 | +100.0% | 0.06% | – |
| SUPN | Sell | SUPERNUS PHARMACEUTICALS | $973,000 | -38.4% | 19,321 | -26.8% | 0.05% | -44.2% |
| FLGT | Buy | FULGENT GENETICS | $894,000 | -5.0% | 227,509 | +0.1% | 0.05% | -14.0% |
| JNCE | Buy | JOUNCE THERAPEUTICS | $879,000 | -12.8% | 135,280 | +2.8% | 0.05% | -21.3% |
| ANGI | Buy | ANGI HOME SERVICES | $704,000 | +248.5% | 29,968 | +128.7% | 0.04% | +216.7% |
| TOCA | Buy | TOCAGEN | $662,000 | +67.2% | 42,479 | +0.1% | 0.04% | +50.0% |
| New | NABRIVA THERAPEUTICS PLC | $668,000 | – | 247,276 | +100.0% | 0.04% | – | |
| MTCH | Buy | MATCH GROUP | $653,000 | +106.6% | 11,269 | +38.0% | 0.04% | +84.2% |
| AVEO | Buy | AVEO PHARMACEUTICALS | $595,000 | +46.6% | 179,853 | +0.2% | 0.03% | +33.3% |
| AKAOQ | Buy | ACHAOGEN | $585,000 | -52.0% | 146,588 | +4.1% | 0.03% | -56.2% |
| GHDX | New | GENOMIC HEALTH INC | $463,000 | – | 6,600 | +100.0% | 0.02% | – |
| EPAY | BOTTOMLINE TECHNOLOGIES DEL IN | $320,000 | +46.1% | 4,400 | 0.0% | 0.02% | +30.8% | |
| CVGW | Sell | CALAVO GROWERS | $306,000 | -97.4% | 3,169 | -97.4% | 0.02% | -97.6% |
| HAE | HAEMONETICS | $292,000 | +27.5% | 2,550 | 0.0% | 0.02% | +14.3% | |
| CGIX | Buy | CANCER GENETICS INC | $289,000 | +17.5% | 278,260 | +0.7% | 0.02% | +6.7% |
| BCPC | BALCHEM CORP | $256,000 | +14.3% | 2,285 | 0.0% | 0.01% | +7.7% | |
| NEOG | NEOGEN CORP | $253,000 | -10.6% | 3,533 | 0.0% | 0.01% | -17.6% | |
| PEGA | PEGASYSTEMS INC | $236,000 | +14.0% | 3,770 | 0.0% | 0.01% | +8.3% | |
| HQY | New | HEALTHEQUITY | $244,000 | – | 2,580 | +100.0% | 0.01% | – |
| FCFS | FIRSTCASH INC | $230,000 | -8.7% | 2,810 | 0.0% | 0.01% | -20.0% | |
| IONS | New | IONIS PHARMACEUTICALS | $223,000 | – | 4,316 | +100.0% | 0.01% | – |
| PTI | Buy | PROTEOSTASIS THERAPEUTICS | $197,000 | -13.6% | 81,849 | +0.2% | 0.01% | -21.4% |
| ASNS | Buy | ARSANIS | $169,000 | -53.7% | 104,244 | +3.6% | 0.01% | -59.1% |
| DTTVY | Exit | DISH TV INDIA LTD SPONSORED GD | $0 | – | -21,740 | -100.0% | -0.00% | – |
| ENPH | Exit | ENPHASE ENERGY | $0 | – | -31,882 | -100.0% | -0.01% | – |
| ACXM | Exit | ACXIOM | $0 | – | -21,521 | -100.0% | -0.04% | – |
| LOVE | Exit | LOVESAC | $0 | – | -32,155 | -100.0% | -0.04% | – |
| STLD | Exit | STEEL DYNAMICS | $0 | – | -18,691 | -100.0% | -0.05% | – |
| TYL | Exit | TYLER TECHNOLOGIES | $0 | – | -5,507 | -100.0% | -0.07% | – |
| EPAM | Exit | EPAM SYSTEMS | $0 | – | -10,800 | -100.0% | -0.08% | – |
| CDNS | Exit | CADENCE DESIGN | $0 | – | -32,614 | -100.0% | -0.08% | – |
| THO | Exit | THOR INDUSTRIES | $0 | – | -15,093 | -100.0% | -0.09% | – |
| WGO | Exit | WINNEBAGO | $0 | – | -63,311 | -100.0% | -0.16% | – |
| IPGP | Exit | IPG PHOTONICS | $0 | – | -12,922 | -100.0% | -0.17% | – |
| VTL | Exit | VITAL THERAPIES | $0 | – | -607,696 | -100.0% | -0.25% | – |
| SMCI | Exit | SUPER MICRO COMPUTER | $0 | – | -235,204 | -100.0% | -0.34% | – |
| INWK | Exit | INNER WORKINGS INC | $0 | – | -884,278 | -100.0% | -0.46% | – |
| KWR | Exit | QUAKER CHEMICAL CORP | $0 | – | -51,975 | -100.0% | -0.48% | – |
| IMAX | Exit | IMAX CORP | $0 | – | -385,895 | -100.0% | -0.52% | – |
| CRCM | Exit | CARE.COM INC | $0 | – | -429,349 | -100.0% | -0.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-13
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 | 40 | Q1 2023 | 4.7% |
| SPS COMM INC | 40 | Q1 2023 | 3.5% |
| OSI SYSTEMS INC | 40 | Q1 2023 | 2.4% |
| EURONET WORLDWIDE, INC | 40 | Q1 2023 | 1.7% |
| RBC BEARINGS INC | 40 | Q1 2023 | 1.5% |
| DOUGLAS DYNAMICS INC | 40 | Q1 2023 | 1.0% |
| PROS HOLDINGS INC | 40 | Q1 2023 | 0.7% |
| RUSH ENTERPRISES INC | 40 | Q1 2023 | 1.1% |
| RADWARE LTD | 40 | Q1 2023 | 1.3% |
| POWER INTEGRATIONS INC | 40 | Q1 2023 | 0.9% |
View Granahan Investment Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| AIRGAIN INC | February 14, 2023 | 690,274 | 6.8% |
| BIOMERICA INC | February 14, 2023 | 1,122,701 | 8.4% |
| Chicken Soup for the Soul Entertainment, Inc. | February 14, 2023 | 1,379,179 | 10.5% |
| EverQuote, Inc. | February 14, 2023 | 1,641,293 | 6.3% |
| Evolent Health, Inc. | February 14, 2023 | 3,155,211 | 3.1% |
| ICAD INC | February 14, 2023 | 2,849,124 | 11.2% |
| indie Semiconductor, Inc. | February 14, 2023 | 7,290,449 | 6.0% |
| Kornit Digital Ltd. | February 14, 2023 | 3,514,473 | 7.1% |
| LIQUIDITY SERVICES INC | February 14, 2023 | 2,128,347 | 6.0% |
| Lovesac Co | February 14, 2023 | 1,299,851 | 8.6% |
View Granahan Investment Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
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.