$1.41 Billion is the total value of Granahan Investment Management's 193 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 18.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSGP | Buy | COSTAR CORP | $49,719,000 | -12.8% | 147,385 | +8.8% | 3.52% | +13.9% |
| LPSN | Sell | LIVEPERSON | $44,149,000 | -37.4% | 2,340,880 | -13.8% | 3.13% | -18.2% |
| PAYC | Buy | PAYCOM SOFTWARE | $38,243,000 | -17.8% | 312,318 | +4.3% | 2.71% | +7.2% |
| ETSY | Buy | ETSY INC | $36,505,000 | +30.9% | 767,401 | +41.3% | 2.58% | +70.7% |
| STRA | Sell | STRATEGIC EDUCATION | $33,773,000 | -37.2% | 297,767 | -24.2% | 2.39% | -18.1% |
| KRNT | Sell | KORNIT DIGITAL | $32,614,000 | -23.8% | 1,742,227 | -10.9% | 2.31% | -0.5% |
| BRKS | Buy | BROOKS AUTOMATION | $30,968,000 | +15.7% | 1,182,878 | +54.8% | 2.19% | +51.0% |
| VRTU | Buy | VIRTUSA CORP | $29,506,000 | -2.7% | 692,803 | +22.7% | 2.09% | +27.0% |
| PCTY | Buy | PAYLOCITY HOLDINGS CORP | $28,464,000 | +36.2% | 472,749 | +81.7% | 2.02% | +77.8% |
| OSIS | Sell | OSI SYSTEMS | $26,950,000 | -5.0% | 367,673 | -1.1% | 1.91% | +24.0% |
| EXAS | Sell | EXACT SCIENCES | $24,555,000 | -29.5% | 389,140 | -11.9% | 1.74% | -8.0% |
| MIME | Buy | MIMECAST LIMITED | $23,363,000 | +0.2% | 694,716 | +24.8% | 1.66% | +30.8% |
| COUP | Buy | COUPA SOFTWARE INC | $23,289,000 | +54.6% | 370,493 | +94.5% | 1.65% | +101.6% |
| WW | Buy | WEIGHT WATCHERS | $23,227,000 | -19.2% | 602,508 | +50.9% | 1.64% | +5.4% |
| CARB | Buy | CARBONITE INC | $23,003,000 | -8.8% | 910,639 | +28.7% | 1.63% | +19.1% |
| SPSC | Sell | SPS COMMERCE | $21,801,000 | -27.7% | 264,643 | -12.9% | 1.54% | -5.6% |
| TWOU | Buy | 2U INC | $20,988,000 | -21.2% | 422,119 | +19.2% | 1.49% | +2.8% |
| GLOB | Sell | GLOBANT SA | $18,824,000 | -37.3% | 334,237 | -34.3% | 1.33% | -18.2% |
| EVH | Buy | EVOLENT HEALTH | $17,840,000 | -13.8% | 894,212 | +22.8% | 1.26% | +12.6% |
| CSOD | Buy | CORNERSTONE ONDEMAND | $17,780,000 | -10.9% | 352,566 | +0.2% | 1.26% | +16.3% |
| LLNW | Buy | LIMELIGHT NETWORKS | $17,614,000 | -34.3% | 7,527,555 | +41.0% | 1.25% | -14.2% |
| ARGX | Buy | ARGENX SE ADR | $17,489,000 | +27.1% | 182,040 | +0.4% | 1.24% | +66.1% |
| ENSG | Sell | ENSIGN GROUP | $17,303,000 | -30.0% | 446,067 | -31.6% | 1.22% | -8.7% |
| AXON | Sell | AXON ENTERPRISE | $16,803,000 | -47.8% | 384,077 | -18.3% | 1.19% | -31.8% |
| BOOM | Sell | DMC GLOBAL INC | $16,547,000 | -15.3% | 471,162 | -1.6% | 1.17% | +10.6% |
| LOPE | Buy | GRAND CANYON EDUCATION | $16,019,000 | -4.3% | 166,622 | +12.2% | 1.14% | +24.9% |
| KNX | Sell | KNIGHT-SWIFT TRANS | $15,244,000 | -31.3% | 608,061 | -5.5% | 1.08% | -10.3% |
| LXFR | Buy | LUXFER HOLDINGS PLC | $15,113,000 | -9.6% | 857,206 | +19.2% | 1.07% | +18.0% |
| NEO | Sell | NEOGENOMICS | $15,015,000 | -21.6% | 1,190,698 | -4.5% | 1.06% | +2.3% |
| RUSHA | Sell | RUSH ENTERPRISES | $14,944,000 | -12.6% | 433,421 | -0.3% | 1.06% | +14.0% |
| TDOC | Sell | TELADOC | $14,540,000 | -55.5% | 293,315 | -22.4% | 1.03% | -41.9% |
| CHGG | Buy | CHEGG INC | $14,520,000 | +34.4% | 510,900 | +34.5% | 1.03% | +75.4% |
| CNMD | Sell | CONMED CORP | $14,512,000 | -34.7% | 226,042 | -19.5% | 1.03% | -14.8% |
| GTLS | Sell | CHART INDUSTRIES | $14,048,000 | -20.9% | 216,018 | -4.7% | 1.00% | +3.3% |
| RGEN | Sell | REPLIGEN | $14,018,000 | -5.4% | 265,802 | -0.6% | 0.99% | +23.5% |
| ROLL | Buy | RBC BEARINGS | $12,989,000 | -12.7% | 99,076 | +0.1% | 0.92% | +14.0% |
| PLOW | Sell | DOUGLAS DYNAMICS | $12,074,000 | -20.4% | 336,415 | -2.6% | 0.86% | +3.9% |
| QTWO | Buy | Q2 HOLDINGS | $11,999,000 | +54.8% | 242,157 | +89.2% | 0.85% | +101.9% |
| RNG | New | RINGCENTRAL | $11,460,000 | – | 139,005 | +100.0% | 0.81% | – |
| OXFD | Buy | OXFORD IMMUNOTEC GLOBAL PLC | $11,440,000 | -16.6% | 895,129 | +5.9% | 0.81% | +8.9% |
| OKTA | Sell | OKTA INC | $11,376,000 | -41.7% | 178,308 | -35.7% | 0.81% | -23.8% |
| KNSL | Buy | KINSALE CAPITAL GROUP | $11,119,000 | -9.0% | 200,131 | +4.6% | 0.79% | +18.7% |
| POWI | Buy | POWER INTEGRATIONS | $10,934,000 | +3.6% | 179,310 | +7.4% | 0.77% | +35.3% |
| TITN | Sell | TITAN MACHINERY | $10,819,000 | -17.1% | 822,764 | -2.4% | 0.77% | +8.2% |
| ENTA | Buy | ENANTA PHARMACEUTICALS | $10,767,000 | +21.9% | 152,007 | +47.1% | 0.76% | +59.3% |
| EEFT | Sell | EURONET | $10,541,000 | -4.1% | 102,955 | -6.2% | 0.75% | +25.1% |
| XLRN | Sell | ACCELERON PHARMA | $10,156,000 | -25.6% | 233,202 | -2.2% | 0.72% | -2.8% |
| MDCO | Sell | MEDICINES CO | $10,001,000 | -36.9% | 522,520 | -1.5% | 0.71% | -17.8% |
| CSII | Sell | CARDIOVASCULAR SYSTEMS | $9,939,000 | -28.9% | 348,850 | -2.3% | 0.70% | -7.1% |
| RAMP | Sell | LIVERAMP HOLDING INC | $9,901,000 | -46.4% | 256,291 | -31.4% | 0.70% | -30.0% |
| LGND | Buy | LIGAND PHARMACEUTICALS | $9,787,000 | +37.7% | 72,125 | +178.6% | 0.69% | +79.5% |
| MOD | Buy | MODINE MANUFACTURING | $9,734,000 | +8.7% | 900,437 | +49.8% | 0.69% | +41.8% |
| ANGO | Sell | ANGIO DYNAMICS | $9,636,000 | -9.0% | 478,687 | -1.7% | 0.68% | +18.6% |
| CMCO | New | COLUMBUS MCKINNON CORPORATION | $9,536,000 | – | 316,402 | +100.0% | 0.68% | – |
| LAWS | Sell | LAWSON PRODUCTS | $9,342,000 | -8.4% | 295,643 | -1.8% | 0.66% | +19.5% |
| JBT | New | JOHN BEAN TECHNOLOGIES | $9,217,000 | – | 128,350 | +100.0% | 0.65% | – |
| RPD | Buy | RAPID7 | $8,988,000 | -5.5% | 288,449 | +12.0% | 0.64% | +23.4% |
| NMRK | Buy | NEWMARK | $8,826,000 | +408.7% | 1,100,439 | +609.6% | 0.62% | +564.9% |
| TTGT | Sell | TECHTARGET INC | $8,753,000 | -38.5% | 716,909 | -2.2% | 0.62% | -19.8% |
| KIN | Buy | KINDRED BIOSCIENCES | $8,594,000 | -2.5% | 784,862 | +24.2% | 0.61% | +27.4% |
| GHDX | Buy | GENOMIC HEALTH INC | $8,415,000 | +1717.5% | 130,650 | +1879.5% | 0.60% | +2284.0% |
| VCTR | Buy | VICTORY CAPITAL CLASS A | $8,064,000 | +68.2% | 789,003 | +57.0% | 0.57% | +119.6% |
| CWST | Buy | CASELLA WASTE SYSTEMS | $8,054,000 | -8.2% | 282,698 | +0.1% | 0.57% | +19.7% |
| AIN | Sell | ALBANY INT'L | $7,452,000 | -23.9% | 119,361 | -3.0% | 0.53% | -0.6% |
| PRO | Sell | PROS HOLDING | $7,267,000 | -11.4% | 231,443 | -1.1% | 0.52% | +15.7% |
| TTD | Sell | TRADE DESK INC CLASS A | $6,857,000 | -62.7% | 59,079 | -51.5% | 0.49% | -51.3% |
| PUMP | Buy | PROPETRO HOLDING | $6,847,000 | -24.6% | 555,724 | +0.9% | 0.48% | -1.6% |
| SSTI | Sell | SHOTSPOTTER | $6,782,000 | -56.0% | 217,504 | -13.6% | 0.48% | -42.7% |
| NVEE | Sell | NV5 GLOBAL | $6,334,000 | -31.4% | 104,615 | -1.8% | 0.45% | -10.4% |
| GDI | Buy | GARDNER DENVER | $5,919,000 | -26.0% | 289,427 | +2.5% | 0.42% | -3.5% |
| CRZO | Buy | CARRIZO OIL AND GAS | $5,855,000 | -53.9% | 518,643 | +2.8% | 0.42% | -39.9% |
| TWLO | Sell | TWILIO | $5,792,000 | -15.3% | 64,863 | -18.2% | 0.41% | +10.5% |
| PCRX | Sell | PACIRA PHARMACEUTICALS | $5,751,000 | -26.0% | 133,693 | -15.4% | 0.41% | -3.3% |
| DXCM | Buy | DEXCOM INC | $5,713,000 | -14.3% | 47,690 | +2.3% | 0.40% | +11.9% |
| CHUY | Sell | CHUY'S HOLDINGS INC. | $5,724,000 | -53.1% | 322,638 | -30.6% | 0.40% | -38.8% |
| STMP | Buy | STAMPS.COM | $5,621,000 | +10.6% | 36,116 | +60.8% | 0.40% | +44.2% |
| HUBS | Sell | HUBSPOT | $5,561,000 | -18.9% | 44,228 | -2.6% | 0.39% | +5.9% |
| AMBR | Sell | AMBER ROAD | $5,509,000 | -44.3% | 669,325 | -34.9% | 0.39% | -27.4% |
| IMMU | Sell | IMMUNOMEDICS | $5,150,000 | -33.0% | 360,871 | -2.2% | 0.36% | -12.5% |
| RTEC | Sell | RUDOLPH TECH | $5,034,000 | -21.3% | 245,937 | -6.0% | 0.36% | +2.9% |
| ESPR | Sell | ESPERION THERAPEUTICS | $4,977,000 | +0.6% | 108,200 | -2.9% | 0.35% | +31.3% |
| MLNX | Sell | MELLANOX TECHNOLOGIES | $4,904,000 | -6.5% | 53,087 | -25.7% | 0.35% | +21.8% |
| FLDM | New | FLUIDIGM CORP | $4,842,000 | – | 561,692 | +100.0% | 0.34% | – |
| UPLD | Sell | UPLAND SOFTWARE | $4,705,000 | -33.3% | 173,100 | -20.7% | 0.33% | -12.8% |
| VCEL | Buy | VERICEL CORPORATION | $4,539,000 | +30.1% | 260,860 | +5.8% | 0.32% | +69.8% |
| TCBI | Buy | TEXAS CAPITAL BANCSHARES | $4,331,000 | -31.7% | 84,771 | +10.5% | 0.31% | -10.8% |
| IRWD | Sell | IRONWOOD PHARMACEUTICALS | $4,098,000 | -45.2% | 395,574 | -2.4% | 0.29% | -28.6% |
| QTS | Sell | QTS REALTY TRUST | $4,079,000 | -20.5% | 110,102 | -8.5% | 0.29% | +3.6% |
| SIEN | Buy | SIENTRA | $4,025,000 | -44.8% | 316,708 | +3.8% | 0.28% | -27.8% |
| AVEO | Buy | AVEO PHARMACEUTICALS | $4,013,000 | +574.5% | 2,508,261 | +1294.6% | 0.28% | +787.5% |
| CEVA | Buy | CEVA | $3,973,000 | -22.6% | 179,868 | +0.7% | 0.28% | +0.7% |
| WST | Buy | WEST PHARMA SVCS | $3,902,000 | -7.6% | 39,800 | +16.4% | 0.28% | +20.5% |
| ADSW | ADVANCED DISPOSAL SERVICES INC | $3,834,000 | -11.6% | 160,158 | 0.0% | 0.27% | +15.7% | |
| RDWR | RADWARE | $3,724,000 | -14.2% | 164,001 | 0.0% | 0.26% | +11.9% | |
| AFHIF | Sell | ATLAS FINANCIAL HOLDINGS | $3,538,000 | -20.4% | 437,382 | -1.0% | 0.25% | +4.1% |
| ECHO | Sell | ECHO GLOBAL LOGISTICS | $3,510,000 | -36.7% | 172,632 | -3.7% | 0.25% | -17.3% |
| CYBR | Sell | CYBERARK SOFTWARE | $3,511,000 | -9.1% | 47,362 | -2.1% | 0.25% | +19.1% |
| CAI | Sell | CAI INTERNATIONAL INC | $3,493,000 | -6.1% | 150,384 | -7.5% | 0.25% | +22.3% |
| HBIO | Sell | HARVARD BIOSCIENCE | $3,472,000 | -40.7% | 1,091,683 | -2.0% | 0.25% | -22.4% |
| PSTG | Buy | PURE STORAGE INC | $3,397,000 | -37.0% | 211,231 | +1.7% | 0.24% | -17.7% |
| PODD | Sell | INSULET CORP | $3,336,000 | -35.6% | 42,059 | -14.0% | 0.24% | -16.0% |
| QLYS | Sell | QUALYS INC | $3,315,000 | -20.7% | 44,350 | -5.4% | 0.24% | +3.5% |
| NTNX | Buy | NUTANIX | $3,248,000 | -1.8% | 78,088 | +0.9% | 0.23% | +28.5% |
| WNS | WNS HOLDINGS LTD | $3,194,000 | -18.7% | 77,409 | 0.0% | 0.23% | +6.1% | |
| COLL | Sell | COLLEGIUM PHARMACEUTICAL | $3,170,000 | +9.2% | 184,633 | -6.3% | 0.22% | +42.4% |
| AUTL | Sell | AUTOLUS | $3,167,000 | +2.5% | 96,450 | -4.3% | 0.22% | +33.3% |
| HIVE | Sell | AEROHIVE NETWORKS INC | $3,153,000 | -21.3% | 967,155 | -0.5% | 0.22% | +2.8% |
| PRFT | PERFICIENT | $3,067,000 | -16.5% | 137,782 | 0.0% | 0.22% | +9.0% | |
| MGNX | Sell | MACROGENICS | $3,054,000 | -42.3% | 240,488 | -2.6% | 0.22% | -24.7% |
| DBX | New | DROPBOX INC | $2,990,000 | – | 146,342 | +100.0% | 0.21% | – |
| CLDR | Buy | CLOUDERA, INC | $2,956,000 | +14.3% | 267,269 | +82.4% | 0.21% | +49.3% |
| IVC | Sell | INVACARE | $2,915,000 | -71.1% | 677,984 | -2.3% | 0.21% | -62.4% |
| PTC | PTC INC | $2,872,000 | -21.9% | 34,645 | 0.0% | 0.20% | +1.5% | |
| PRLB | PROTO LABS | $2,628,000 | -30.3% | 23,300 | 0.0% | 0.19% | -8.8% | |
| TRTN | Sell | TRITON INTL LTD/BERMUDA | $2,594,000 | -51.8% | 83,503 | -48.4% | 0.18% | -37.0% |
| ULTI | Buy | ULTIMATE SOFTWARE GROUP | $2,592,000 | -22.7% | 10,587 | +1.7% | 0.18% | +1.1% |
| FNSR | Buy | FINISAR | $2,493,000 | +19.6% | 115,411 | +5.5% | 0.18% | +56.6% |
| MINI | Sell | MOBILE MINI | $2,474,000 | -45.8% | 77,920 | -25.1% | 0.18% | -29.1% |
| CTMX | Sell | CYTOMX THERAPEUTICS | $2,470,000 | -20.1% | 163,547 | -2.1% | 0.18% | +4.2% |
| ABMD | New | ABIOMED | $2,426,000 | – | 7,465 | +100.0% | 0.17% | – |
| NXST | Sell | NEXSTAR MEDIA GROUP | $2,407,000 | -19.7% | 30,607 | -16.8% | 0.17% | +4.3% |
| HTGM | Sell | HTG MOLECULAR DIAGNOSTICS | $2,348,000 | -50.6% | 924,300 | -1.8% | 0.17% | -35.7% |
| FENC | Buy | FENNEC PHARMACEUTICALS | $2,328,000 | +27.2% | 364,933 | +63.6% | 0.16% | +66.7% |
| CTSO | Buy | CYTOSORBENTS CORPORATION | $2,248,000 | -7.0% | 278,170 | +48.5% | 0.16% | +21.4% |
| INGN | New | INOGEN INC | $2,248,000 | – | 18,103 | +100.0% | 0.16% | – |
| TER | Sell | TERADYNE | $2,236,000 | -22.8% | 71,253 | -9.1% | 0.16% | +0.6% |
| BGCP | Buy | BGC PARTNERS INC | $2,153,000 | -23.8% | 416,428 | +74.3% | 0.15% | -0.7% |
| ZS | ZSCALER INC | $2,126,000 | -3.8% | 54,217 | 0.0% | 0.15% | +25.8% | |
| JRVR | Buy | JAMES RIVER GROUP | $2,121,000 | -12.7% | 58,056 | +1.8% | 0.15% | +13.6% |
| AERI | New | AERI PHARMACEUTICALS | $2,073,000 | – | 57,423 | +100.0% | 0.15% | – |
| APPS | Sell | DIGITAL TURBINE INC | $2,051,000 | +10.3% | 1,120,709 | -25.2% | 0.14% | +43.6% |
| NEWR | Buy | NEW RELIC | $2,022,000 | -14.1% | 24,975 | +0.0% | 0.14% | +11.7% |
| IPHI | Sell | INPHI | $1,974,000 | -21.1% | 61,405 | -6.8% | 0.14% | +2.9% |
| SLAB | SILICON LABORATORIES INC | $1,951,000 | -14.2% | 24,758 | 0.0% | 0.14% | +12.2% | |
| GTTN | Sell | GTT COMMUNICATION | $1,925,000 | -47.1% | 81,353 | -3.0% | 0.14% | -31.0% |
| ECPG | Sell | ENCORE CAP GROUP | $1,882,000 | -49.0% | 80,100 | -22.2% | 0.13% | -33.5% |
| MPWR | Sell | MONOLITHIC POWER | $1,863,000 | -9.7% | 16,024 | -2.4% | 0.13% | +17.9% |
| CTG | Buy | COMPUTER TASK GROUP | $1,865,000 | +17.9% | 457,172 | +50.9% | 0.13% | +53.5% |
| HDSN | Sell | HUDSON TECHNOLOGIES | $1,846,000 | -32.3% | 2,074,228 | -2.6% | 0.13% | -11.5% |
| JYNT | Buy | JOINT CORP | $1,837,000 | +32.4% | 220,847 | +36.2% | 0.13% | +73.3% |
| REI | Buy | RING ENERGY | $1,717,000 | -29.5% | 338,046 | +37.6% | 0.12% | -7.6% |
| LQDT | Sell | LIQUIDITY SERVICES | $1,672,000 | -6.4% | 271,064 | -3.6% | 0.12% | +21.6% |
| PFPT | Sell | PROOFPOINT | $1,633,000 | -27.1% | 19,483 | -7.5% | 0.12% | -4.1% |
| WAGE | Buy | WAGEWORKS INC | $1,627,000 | -26.1% | 59,917 | +16.3% | 0.12% | -3.4% |
| BLFS | Sell | BIOLIFE SOLUTIONS | $1,595,000 | -32.6% | 132,621 | -1.9% | 0.11% | -11.7% |
| MPAA | New | MOTOR PARTS OF AMERICA | $1,498,000 | – | 89,998 | +100.0% | 0.11% | – |
| STIM | Buy | NEURONETICS | $1,467,000 | -16.8% | 75,800 | +37.8% | 0.10% | +8.3% |
| EXTR | Sell | EXTREME NETWORKS | $1,421,000 | -59.5% | 233,024 | -63.6% | 0.10% | -46.8% |
| XERS | Sell | XERIS PHARMACEUTICALS | $1,403,000 | -39.2% | 82,504 | -37.1% | 0.10% | -20.8% |
| GTN | Sell | GRAY TELEVISION | $1,386,000 | -83.8% | 94,000 | -80.8% | 0.10% | -78.9% |
| IOTS | Buy | ADESTO TECHNOLOGIES | $1,368,000 | -17.7% | 310,998 | +11.3% | 0.10% | +7.8% |
| CYRX | Sell | CRYOPORT | $1,328,000 | -15.6% | 120,414 | -1.9% | 0.09% | +10.6% |
| EDIT | Sell | EDITAS MEDICINE | $1,277,000 | -47.2% | 56,153 | -26.2% | 0.09% | -31.3% |
| NVTRQ | Buy | NUVECTRA CORP | $1,223,000 | +8.9% | 74,830 | +46.4% | 0.09% | +42.6% |
| ITRM | Sell | ITERUM THERAPEUTICS | $1,234,000 | -25.7% | 246,301 | -1.8% | 0.09% | -3.3% |
| ZAGG | Buy | ZAGG INC | $1,220,000 | -2.9% | 124,699 | +46.5% | 0.09% | +26.5% |
| PFIE | Sell | PROFIRE ENERGY | $1,217,000 | -55.4% | 839,429 | -1.9% | 0.09% | -41.9% |
| SGMO | Sell | SANGAMO BIOSCIENCES | $1,194,000 | -50.8% | 104,017 | -27.4% | 0.08% | -35.6% |
| GWR | Sell | GENESEE & WYOMING | $1,184,000 | -49.4% | 16,000 | -37.7% | 0.08% | -33.9% |
| VG | Sell | VONAGE HOLDINGS | $1,113,000 | -58.0% | 127,547 | -31.9% | 0.08% | -45.1% |
| CDTX | Sell | CIDARA THERAPEUTICS | $1,109,000 | -47.5% | 471,725 | -1.8% | 0.08% | -31.3% |
| AKAM | Buy | AKAMAI | $1,118,000 | -12.5% | 18,309 | +4.8% | 0.08% | +14.5% |
| TRUP | Sell | TRUPANION | $1,073,000 | -43.9% | 42,131 | -21.3% | 0.08% | -26.9% |
| ZFGN | Sell | ZAFGEN INC | $1,054,000 | -58.4% | 213,015 | -1.7% | 0.08% | -45.3% |
| CRSP | Sell | CRISPR THERAPEUTICS | $1,000,000 | -52.4% | 34,992 | -26.1% | 0.07% | -37.7% |
| SPRO | Sell | SPERO THERAPEUTICS | $949,000 | -42.5% | 154,306 | -1.8% | 0.07% | -25.6% |
| SOHO | Sell | SOTHERLY HOTELS | $927,000 | -23.6% | 165,305 | -1.9% | 0.07% | 0.0% |
| RP | New | REALPAGE | $931,000 | – | 19,325 | +100.0% | 0.07% | – |
| PRTK | Sell | PARATEK PHARMACEUTICALS | $926,000 | -48.0% | 180,510 | -1.7% | 0.07% | -32.0% |
| NTLA | Sell | INTELLIA THERAPEUTICS | $830,000 | -64.8% | 60,834 | -26.1% | 0.06% | -53.9% |
| MTCH | Buy | MATCH GROUP | $767,000 | +17.5% | 17,928 | +59.1% | 0.05% | +54.3% |
| HA | Sell | HAWAIIAN HOLDINGS | $692,000 | -88.9% | 26,206 | -83.2% | 0.05% | -85.6% |
| VIVE | Sell | VIVEVE MEDICAL INC | $655,000 | -61.6% | 623,569 | -1.9% | 0.05% | -50.0% |
| ENSV | Sell | ENSERVCO | $595,000 | -54.1% | 1,607,868 | -1.9% | 0.04% | -40.0% |
| ETTX | New | ENTASIS THERAPEUTICS HOLDINGS | $594,000 | – | 145,844 | +100.0% | 0.04% | – |
| ANGI | Buy | ANGI HOME SERVICES | $562,000 | -20.2% | 34,984 | +16.7% | 0.04% | +5.3% |
| LYV | Sell | LIVE NATION INC | $516,000 | -55.2% | 10,476 | -50.5% | 0.04% | -41.3% |
| AXGN | New | AXOGEN INC | $471,000 | – | 23,050 | +100.0% | 0.03% | – |
| JNCE | Sell | JOUNCE THERAPEUTICS | $443,000 | -49.6% | 131,393 | -2.9% | 0.03% | -35.4% |
| Sell | NABRIVA THERAPEUTICS PLC | $354,000 | -47.0% | 242,582 | -1.9% | 0.02% | -30.6% | |
| RUBI | New | RUBICON PROJECT INC | $354,000 | – | 94,790 | +100.0% | 0.02% | – |
| TOCA | Sell | TOCAGEN | $342,000 | -48.3% | 41,675 | -1.9% | 0.02% | -33.3% |
| VST | Sell | VISTRA ENERGY | $329,000 | -79.4% | 14,366 | -77.6% | 0.02% | -73.6% |
| ENPH | New | ENPHASE ENERGY | $285,000 | – | 60,254 | +100.0% | 0.02% | – |
| HAE | HAEMONETICS | $255,000 | -12.7% | 2,550 | 0.0% | 0.02% | +12.5% | |
| PTI | Sell | PROTEOSTASIS THERAPEUTICS | $260,000 | +32.0% | 80,257 | -1.9% | 0.02% | +63.6% |
| MLNT | Sell | MELINTA THERAPEUTICS | $247,000 | -80.2% | 310,995 | -1.8% | 0.02% | -75.0% |
| MGPI | New | MGP INGREDIENTS | $239,000 | – | 4,181 | +100.0% | 0.02% | – |
| IONS | IONIS PHARMACEUTICALS | $233,000 | +4.5% | 4,316 | 0.0% | 0.02% | +41.7% | |
| EPAY | BOTTOMLINE TECHNOLOGIES DEL IN | $211,000 | -34.1% | 4,400 | 0.0% | 0.02% | -11.8% | |
| FCFS | FIRSTCASH INC | $203,000 | -11.7% | 2,810 | 0.0% | 0.01% | +16.7% | |
| NEOG | NEOGEN CORP | $201,000 | -20.6% | 3,533 | 0.0% | 0.01% | 0.0% | |
| CGIX | Sell | CANCER GENETICS INC | $66,000 | -77.2% | 272,818 | -2.0% | 0.01% | -68.8% |
| ASNS | Exit | ARSANIS | $0 | – | -104,244 | -100.0% | -0.01% | – |
| PEGA | Exit | PEGASYSTEMS INC | $0 | – | -3,770 | -100.0% | -0.01% | – |
| HQY | Exit | HEALTHEQUITY | $0 | – | -2,580 | -100.0% | -0.01% | – |
| BCPC | Exit | BALCHEM CORP | $0 | – | -2,285 | -100.0% | -0.01% | – |
| CVGW | Exit | CALAVO GROWERS | $0 | – | -3,169 | -100.0% | -0.02% | – |
| AKAOQ | Exit | ACHAOGEN | $0 | – | -146,588 | -100.0% | -0.03% | – |
| FLGT | Exit | FULGENT GENETICS | $0 | – | -227,509 | -100.0% | -0.05% | – |
| SUPN | Exit | SUPERNUS PHARMACEUTICALS | $0 | – | -19,321 | -100.0% | -0.05% | – |
| CARO | Exit | CAROLINA FINANCIAL | $0 | – | -42,495 | -100.0% | -0.09% | – |
| IMPV | Exit | IMPERVA | $0 | – | -43,077 | -100.0% | -0.11% | – |
| CCOI | Exit | COGENT COMMUNICATIONS HOLDINGS | $0 | – | -41,612 | -100.0% | -0.13% | – |
| APTI | Exit | APPTIO INC | $0 | – | -124,965 | -100.0% | -0.25% | – |
| FRPT | Exit | FRESHPET INC | $0 | – | -132,077 | -100.0% | -0.26% | – |
| TCMD | Exit | TACTILE SYSTEMS TECHNOLOGY | $0 | – | -75,249 | -100.0% | -0.29% | – |
| TREE | Exit | LENDING TREE | $0 | – | -29,881 | -100.0% | -0.37% | – |
| REN | Exit | RESOLUTE ENERGY | $0 | – | -189,645 | -100.0% | -0.39% | – |
| BOX | Exit | BOX INC | $0 | – | -351,319 | -100.0% | -0.46% | – |
| KAMN | Exit | KAMAN CORP | $0 | – | -136,489 | -100.0% | -0.50% | – |
| TNC | Exit | TENNANT CO | $0 | – | -139,418 | -100.0% | -0.58% | – |
| EBIX | Exit | EBIX | $0 | – | -137,674 | -100.0% | -0.59% | – |
| EVBG | Exit | EVERBRIDGE | $0 | – | -198,134 | -100.0% | -0.62% | – |
| MB | Exit | MINDBODY | $0 | – | -337,469 | -100.0% | -0.74% | – |
| SODA | Exit | SODASTREAM INTERNATIONAL | $0 | – | -294,920 | -100.0% | -2.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-13
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 | 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.