$1.86 Billion is the total value of Granahan Investment Management's 189 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 20.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSGP | Buy | COSTAR CORP | $75,096,000 | +51.0% | 161,005 | +9.2% | 4.03% | +14.5% |
| LPSN | Buy | LIVEPERSON | $74,863,000 | +69.6% | 2,579,701 | +10.2% | 4.02% | +28.6% |
| ETSY | Buy | ETSY INC | $70,134,000 | +92.1% | 1,043,350 | +36.0% | 3.77% | +45.7% |
| PAYC | Sell | PAYCOM SOFTWARE | $50,176,000 | +31.2% | 265,301 | -15.1% | 2.69% | -0.5% |
| KRNT | Buy | KORNIT DIGITAL | $49,487,000 | +51.7% | 2,079,299 | +19.3% | 2.66% | +15.0% |
| PCTY | Buy | PAYLOCITY HOLDINGS CORP | $46,788,000 | +64.4% | 524,593 | +11.0% | 2.51% | +24.6% |
| COUP | Buy | COUPA SOFTWARE INC | $44,631,000 | +91.6% | 490,556 | +32.4% | 2.40% | +45.3% |
| VRTU | Buy | VIRTUSA CORP | $43,076,000 | +46.0% | 805,906 | +16.3% | 2.31% | +10.7% |
| MIME | Buy | MIMECAST LIMITED | $36,924,000 | +58.0% | 779,803 | +12.2% | 1.98% | +19.8% |
| OSIS | Buy | OSI SYSTEMS | $35,759,000 | +32.7% | 408,207 | +11.0% | 1.92% | +0.6% |
| BRKS | Buy | BROOKS AUTOMATION | $34,869,000 | +12.6% | 1,188,853 | +0.5% | 1.87% | -14.6% |
| OSW | New | ONESPAWORLD HOLDINGS LTD | $32,211,000 | – | 2,358,040 | +100.0% | 1.73% | – |
| TWOU | Sell | 2U INC | $29,769,000 | +41.8% | 420,163 | -0.5% | 1.60% | +7.5% |
| STRA | Sell | STRATEGIC EDUCATION | $29,229,000 | -13.5% | 222,599 | -25.2% | 1.57% | -34.4% |
| CARB | Buy | CARBONITE INC | $29,027,000 | +26.2% | 1,169,972 | +28.5% | 1.56% | -4.3% |
| AXON | Buy | AXON ENTERPRISE | $28,721,000 | +70.9% | 527,867 | +37.4% | 1.54% | +29.6% |
| EHTH | New | EHEALTH INC | $28,681,000 | – | 460,073 | +100.0% | 1.54% | – |
| SPSC | Sell | SPS COMMERCE | $24,340,000 | +11.6% | 229,496 | -13.3% | 1.31% | -15.3% |
| EXAS | Sell | EXACT SCIENCES | $23,729,000 | -3.4% | 273,944 | -29.6% | 1.27% | -26.7% |
| TTD | Buy | TRADE DESK INC CLASS A | $23,316,000 | +240.0% | 117,786 | +99.4% | 1.25% | +157.6% |
| GLOB | Sell | GLOBANT SA | $22,849,000 | +21.4% | 320,015 | -4.3% | 1.23% | -8.0% |
| CSOD | Buy | CORNERSTONE ONDEMAND | $22,069,000 | +24.1% | 402,871 | +14.3% | 1.18% | -5.9% |
| BOOM | Sell | DMC GLOBAL INC | $20,961,000 | +26.7% | 422,270 | -10.4% | 1.12% | -4.0% |
| NEO | Sell | NEOGENOMICS | $20,335,000 | +35.4% | 993,904 | -16.5% | 1.09% | +2.7% |
| HQY | New | HEALTHEQUITY | $19,856,000 | – | 268,400 | +100.0% | 1.07% | – |
| ENSG | Sell | ENSIGN GROUP | $19,528,000 | +12.9% | 381,478 | -14.5% | 1.05% | -14.4% |
| LXFR | Sell | LUXFER HOLDINGS PLC | $19,317,000 | +27.8% | 773,313 | -9.8% | 1.04% | -3.1% |
| QTWO | Buy | Q2 HOLDINGS | $18,899,000 | +57.5% | 272,874 | +12.7% | 1.02% | +19.4% |
| ROLL | Buy | RBC BEARINGS | $18,440,000 | +42.0% | 145,005 | +46.4% | 0.99% | +7.6% |
| LOPE | Sell | GRAND CANYON EDUCATION | $18,427,000 | +15.0% | 160,923 | -3.4% | 0.99% | -12.9% |
| ARGX | Sell | ARGENX SE ADR | $18,150,000 | +3.8% | 145,386 | -20.1% | 0.98% | -21.3% |
| TDOC | Buy | TELADOC | $17,208,000 | +18.3% | 309,488 | +5.5% | 0.92% | -10.3% |
| GTLS | Sell | CHART INDUSTRIES | $17,120,000 | +21.9% | 189,131 | -12.4% | 0.92% | -7.6% |
| CNMD | Sell | CONMED CORP | $17,099,000 | +17.8% | 205,565 | -9.1% | 0.92% | -10.7% |
| CHGG | Sell | CHEGG INC | $16,937,000 | +16.6% | 444,315 | -13.0% | 0.91% | -11.6% |
| CSII | Buy | CARDIOVASCULAR SYSTEMS | $16,900,000 | +70.0% | 437,139 | +25.3% | 0.91% | +28.8% |
| RGEN | Buy | REPLIGEN | $16,412,000 | +17.1% | 277,796 | +4.5% | 0.88% | -11.3% |
| KNX | Sell | KNIGHT-SWIFT TRANS | $15,952,000 | +4.6% | 488,138 | -19.7% | 0.86% | -20.6% |
| RUSHA | Sell | RUSH ENTERPRISES | $15,374,000 | +2.9% | 367,722 | -15.2% | 0.83% | -21.9% |
| PLOW | Buy | DOUGLAS DYNAMICS | $15,282,000 | +26.6% | 401,422 | +19.3% | 0.82% | -4.0% |
| ENTA | Sell | ENANTA PHARMACEUTICALS | $14,454,000 | +34.2% | 151,322 | -0.5% | 0.78% | +1.7% |
| OXFD | Sell | OXFORD IMMUNOTEC GLOBAL PLC | $14,338,000 | +25.3% | 832,164 | -7.0% | 0.77% | -4.9% |
| MDCO | Sell | MEDICINES CO | $13,934,000 | +39.3% | 498,543 | -4.6% | 0.75% | +5.6% |
| EEFT | Sell | EURONET | $13,453,000 | +27.6% | 94,346 | -8.4% | 0.72% | -3.3% |
| MOD | Buy | MODINE MANUFACTURING | $13,273,000 | +36.4% | 956,954 | +6.3% | 0.71% | +3.5% |
| CMCO | Buy | COLUMBUS MCKINNON CORPORATION | $13,043,000 | +36.8% | 379,700 | +20.0% | 0.70% | +3.7% |
| RNG | Sell | RINGCENTRAL | $11,916,000 | +4.0% | 110,535 | -20.5% | 0.64% | -21.2% |
| HUBS | Buy | HUBSPOT | $10,995,000 | +97.7% | 66,149 | +49.6% | 0.59% | +49.7% |
| PUMP | Sell | PROPETRO HOLDING | $10,771,000 | +57.3% | 477,883 | -14.0% | 0.58% | +19.2% |
| JBT | Sell | JOHN BEAN TECHNOLOGIES | $10,628,000 | +15.3% | 115,660 | -9.9% | 0.57% | -12.6% |
| TITN | Sell | TITAN MACHINERY | $10,472,000 | -3.2% | 672,982 | -18.2% | 0.56% | -26.6% |
| FLDM | Buy | FLUIDIGM CORP | $10,381,000 | +114.4% | 781,118 | +39.1% | 0.56% | +62.4% |
| XLRN | Sell | ACCELERON PHARMA | $10,174,000 | +0.2% | 218,464 | -6.3% | 0.55% | -24.1% |
| THRM | New | GENTHERM | $9,652,000 | – | 261,850 | +100.0% | 0.52% | – |
| LAWS | Buy | LAWSON PRODUCTS | $9,630,000 | +3.1% | 307,075 | +3.9% | 0.52% | -21.9% |
| RPD | Sell | RAPID7 | $9,508,000 | +5.8% | 187,867 | -34.9% | 0.51% | -19.8% |
| CRZO | Buy | CARRIZO OIL AND GAS | $9,480,000 | +61.9% | 760,208 | +46.6% | 0.51% | +22.7% |
| LLNW | Sell | LIMELIGHT NETWORKS | $9,333,000 | -47.0% | 2,889,355 | -61.6% | 0.50% | -59.8% |
| CWST | Sell | CASELLA WASTE SYSTEMS | $9,285,000 | +15.3% | 261,109 | -7.6% | 0.50% | -12.5% |
| AIN | Buy | ALBANY INT'L | $9,088,000 | +22.0% | 126,947 | +6.4% | 0.49% | -7.6% |
| ANGO | Sell | ANGIO DYNAMICS | $9,056,000 | -6.0% | 396,140 | -17.2% | 0.49% | -28.7% |
| RAMP | Sell | LIVERAMP HOLDING INC | $8,776,000 | -11.4% | 160,822 | -37.3% | 0.47% | -32.8% |
| GDI | Buy | GARDNER DENVER | $8,544,000 | +44.3% | 307,245 | +6.2% | 0.46% | +9.5% |
| PRO | Sell | PROS HOLDING | $8,321,000 | +14.5% | 196,987 | -14.9% | 0.45% | -13.2% |
| UPLD | Buy | UPLAND SOFTWARE | $8,259,000 | +75.5% | 194,973 | +12.6% | 0.44% | +33.0% |
| GHDX | Sell | GENOMIC HEALTH INC | $8,258,000 | -1.9% | 117,882 | -9.8% | 0.44% | -25.7% |
| CHUY | Buy | CHUY'S HOLDINGS INC. | $8,153,000 | +42.4% | 358,064 | +11.0% | 0.44% | +8.1% |
| SSTI | Sell | SHOTSPOTTER | $7,980,000 | +17.7% | 206,747 | -4.9% | 0.43% | -10.8% |
| PODD | Buy | INSULET CORP | $7,736,000 | +131.9% | 81,357 | +93.4% | 0.42% | +75.8% |
| VCTR | Sell | VICTORY CAPITAL CLASS A | $7,710,000 | -4.4% | 513,341 | -34.9% | 0.41% | -27.5% |
| TWLO | Sell | TWILIO | $7,662,000 | +32.3% | 59,311 | -8.6% | 0.41% | +0.2% |
| WST | Buy | WEST PHARMA SVCS | $6,678,000 | +71.1% | 60,600 | +52.3% | 0.36% | +30.1% |
| NMRK | Sell | NEWMARK | $6,668,000 | -24.5% | 799,504 | -27.3% | 0.36% | -42.7% |
| INSM | New | INSMED | $6,653,000 | – | 228,850 | +100.0% | 0.36% | – |
| INGN | Buy | INOGEN INC | $6,562,000 | +191.9% | 68,805 | +280.1% | 0.35% | +121.4% |
| KIN | Sell | KINDRED BIOSCIENCES | $6,518,000 | -24.2% | 710,790 | -9.4% | 0.35% | -42.5% |
| HCSG | New | HEALTHCARE SVCS | $6,418,000 | – | 194,550 | +100.0% | 0.34% | – |
| AMBR | Buy | AMBER ROAD | $6,368,000 | +15.6% | 734,541 | +9.7% | 0.34% | -12.3% |
| IMMU | Sell | IMMUNOMEDICS | $6,304,000 | +22.4% | 328,161 | -9.1% | 0.34% | -7.4% |
| POWI | Sell | POWER INTEGRATIONS | $6,144,000 | -43.8% | 87,853 | -51.0% | 0.33% | -57.4% |
| TTGT | Sell | TECHTARGET INC | $6,122,000 | -30.1% | 376,306 | -47.5% | 0.33% | -46.9% |
| HIVE | Buy | AEROHIVE NETWORKS INC | $5,997,000 | +90.2% | 1,323,870 | +36.9% | 0.32% | +44.4% |
| IIPR | New | INNOVATIVE INDUSTRIAL PRODUCTS | $5,965,000 | – | 73,016 | +100.0% | 0.32% | – |
| ABMD | Buy | ABIOMED | $5,940,000 | +144.8% | 20,799 | +178.6% | 0.32% | +85.5% |
| ICPT | New | INTERCEPT PHARMACEUTICALS | $5,899,000 | – | 52,740 | +100.0% | 0.32% | – |
| RTEC | Buy | RUDOLPH TECH | $5,895,000 | +17.1% | 258,531 | +5.1% | 0.32% | -11.2% |
| MLNX | Sell | MELLANOX TECHNOLOGIES | $5,827,000 | +18.8% | 49,234 | -7.3% | 0.31% | -9.8% |
| NVEE | Sell | NV5 GLOBAL | $5,602,000 | -11.6% | 94,371 | -9.8% | 0.30% | -33.0% |
| CAI | Buy | CAI INTERNATIONAL INC | $5,561,000 | +59.2% | 239,715 | +59.4% | 0.30% | +21.1% |
| HZO | New | MARINEMAX INC | $5,550,000 | – | 289,680 | +100.0% | 0.30% | – |
| REI | Buy | RING ENERGY | $5,536,000 | +222.4% | 943,036 | +179.0% | 0.30% | +143.4% |
| CYBR | Sell | CYBERARK SOFTWARE | $5,274,000 | +50.2% | 44,298 | -6.5% | 0.28% | +13.7% |
| APPS | Buy | DIGITAL TURBINE INC | $5,239,000 | +155.4% | 1,496,948 | +33.6% | 0.28% | +93.8% |
| IVC | Sell | INVACARE | $5,215,000 | +78.9% | 623,098 | -8.1% | 0.28% | +35.9% |
| PSTG | Buy | PURE STORAGE INC | $5,082,000 | +49.6% | 233,223 | +10.4% | 0.27% | +13.3% |
| SIEN | Buy | SIENTRA | $4,864,000 | +20.8% | 566,909 | +79.0% | 0.26% | -8.4% |
| WAAS | New | AQUAVENTURE HOLDINGS LIMITED | $4,836,000 | – | 249,918 | +100.0% | 0.26% | – |
| GNFT | New | GENFIT SA ADR | $4,801,000 | – | 200,050 | +100.0% | 0.26% | – |
| RDWR | Buy | RADWARE | $4,746,000 | +27.4% | 181,624 | +10.7% | 0.26% | -3.4% |
| VCEL | Buy | VERICEL CORPORATION | $4,694,000 | +3.4% | 268,075 | +2.8% | 0.25% | -21.5% |
| CEVA | Sell | CEVA | $4,634,000 | +16.6% | 171,871 | -4.4% | 0.25% | -11.4% |
| VG | Buy | VONAGE HOLDINGS | $4,560,000 | +309.7% | 454,144 | +256.1% | 0.24% | +210.1% |
| QTS | Sell | QTS REALTY TRUST | $4,498,000 | +10.3% | 99,969 | -9.2% | 0.24% | -16.3% |
| RUBI | Buy | RUBICON PROJECT INC | $4,463,000 | +1160.7% | 734,074 | +674.4% | 0.24% | +860.0% |
| KNSL | Sell | KINSALE CAPITAL GROUP | $4,422,000 | -60.2% | 64,490 | -67.8% | 0.24% | -69.9% |
| LGND | Sell | LIGAND PHARMACEUTICALS | $4,283,000 | -56.2% | 34,074 | -52.8% | 0.23% | -66.8% |
| WNS | Buy | WNS HOLDINGS LTD | $4,278,000 | +33.9% | 80,314 | +3.8% | 0.23% | +1.8% |
| HBIO | Sell | HARVARD BIOSCIENCE | $4,253,000 | +22.5% | 986,701 | -9.6% | 0.23% | -7.3% |
| MGNX | Sell | MACROGENICS | $4,094,000 | +34.1% | 227,719 | -5.3% | 0.22% | +1.9% |
| TCBI | Sell | TEXAS CAPITAL BANCSHARES | $4,056,000 | -6.3% | 74,291 | -12.4% | 0.22% | -29.0% |
| PRFT | Buy | PERFICIENT | $4,069,000 | +32.7% | 148,558 | +7.8% | 0.22% | +0.5% |
| CLDR | Buy | CLOUDERA, INC | $3,987,000 | +34.9% | 364,442 | +36.4% | 0.21% | +2.4% |
| EVH | Sell | EVOLENT HEALTH | $3,978,000 | -77.7% | 316,184 | -64.6% | 0.21% | -83.1% |
| OKTA | Sell | OKTA INC | $3,939,000 | -65.4% | 47,612 | -73.3% | 0.21% | -73.7% |
| QLYS | Buy | QUALYS INC | $3,900,000 | +17.6% | 47,130 | +6.3% | 0.21% | -11.1% |
| DBX | Buy | DROPBOX INC | $3,781,000 | +26.5% | 173,459 | +18.5% | 0.20% | -4.2% |
| STMP | Buy | STAMPS.COM | $3,694,000 | -34.3% | 45,381 | +25.7% | 0.20% | -50.3% |
| PTC | Buy | PTC INC | $3,512,000 | +22.3% | 38,103 | +10.0% | 0.19% | -6.9% |
| ADSW | Sell | ADVANCED DISPOSAL SERVICES INC | $3,399,000 | -11.3% | 121,404 | -24.2% | 0.18% | -32.7% |
| ZS | Sell | ZSCALER INC | $3,362,000 | +58.1% | 47,393 | -12.6% | 0.18% | +19.9% |
| MTN | New | VAIL RESORTS INC | $3,348,000 | – | 15,406 | +100.0% | 0.18% | – |
| JYNT | Sell | JOINT CORP | $3,315,000 | +80.5% | 210,495 | -4.7% | 0.18% | +36.9% |
| NTNX | Buy | NUTANIX | $3,249,000 | +0.0% | 86,099 | +10.3% | 0.17% | -24.3% |
| GTTN | Buy | GTT COMMUNICATION | $3,112,000 | +61.7% | 89,690 | +10.2% | 0.17% | +22.8% |
| ECHO | Sell | ECHO GLOBAL LOGISTICS | $3,097,000 | -11.8% | 124,975 | -27.6% | 0.17% | -33.3% |
| IPHI | Buy | INPHI | $3,001,000 | +52.0% | 68,612 | +11.7% | 0.16% | +15.0% |
| MINI | Buy | MOBILE MINI | $2,982,000 | +20.5% | 87,868 | +12.8% | 0.16% | -8.6% |
| BGCP | Buy | BGC PARTNERS INC | $2,970,000 | +37.9% | 559,385 | +34.3% | 0.16% | +4.6% |
| COLL | Buy | COLLEGIUM PHARMACEUTICAL | $2,969,000 | -6.3% | 196,132 | +6.2% | 0.16% | -29.3% |
| FNSR | Buy | FINISAR | $2,949,000 | +18.3% | 127,278 | +10.3% | 0.16% | -10.7% |
| AUTL | Sell | AUTOLUS | $2,834,000 | -10.5% | 90,043 | -6.6% | 0.15% | -32.1% |
| TER | Sell | TERADYNE | $2,710,000 | +21.2% | 68,028 | -4.5% | 0.15% | -7.6% |
| NEWR | Buy | NEW RELIC | $2,715,000 | +34.3% | 27,507 | +10.1% | 0.15% | +2.1% |
| PRLB | Buy | PROTO LABS | $2,613,000 | -0.6% | 24,850 | +6.7% | 0.14% | -24.7% |
| HDSN | Sell | HUDSON TECHNOLOGIES | $2,579,000 | +39.7% | 1,336,058 | -35.6% | 0.14% | +5.3% |
| LQDT | Buy | LIQUIDITY SERVICES | $2,493,000 | +49.1% | 323,406 | +19.3% | 0.13% | +13.6% |
| CTSO | Buy | CYTOSORBENTS CORPORATION | $2,465,000 | +9.7% | 325,652 | +17.1% | 0.13% | -17.0% |
| ENPH | Buy | ENPHASE ENERGY | $2,439,000 | +755.8% | 264,196 | +338.5% | 0.13% | +555.0% |
| CTG | Buy | COMPUTER TASK GROUP | $2,422,000 | +29.9% | 563,366 | +23.2% | 0.13% | -1.5% |
| WAGE | Buy | WAGEWORKS INC | $2,424,000 | +49.0% | 64,192 | +7.1% | 0.13% | +13.0% |
| TRTN | Sell | TRITON INTL LTD/BERMUDA | $2,365,000 | -8.8% | 76,036 | -8.9% | 0.13% | -31.0% |
| PFPT | Sell | PROOFPOINT | $2,353,000 | +44.1% | 19,376 | -0.5% | 0.13% | +8.6% |
| IOTS | Buy | ADESTO TECHNOLOGIES | $2,346,000 | +71.5% | 387,737 | +24.7% | 0.13% | +29.9% |
| STIM | Buy | NEURONETICS | $2,325,000 | +58.5% | 152,480 | +101.2% | 0.12% | +20.2% |
| MPWR | Buy | MONOLITHIC POWER | $2,284,000 | +22.6% | 16,855 | +5.2% | 0.12% | -6.8% |
| BLFS | Sell | BIOLIFE SOLUTIONS | $2,264,000 | +41.9% | 126,524 | -4.6% | 0.12% | +8.0% |
| PFIE | Buy | PROFIRE ENERGY | $2,187,000 | +79.7% | 1,221,669 | +45.5% | 0.12% | +36.0% |
| ECPG | Sell | ENCORE CAP GROUP | $2,154,000 | +14.5% | 79,100 | -1.2% | 0.12% | -12.8% |
| HTGM | Sell | HTG MOLECULAR DIAGNOSTICS | $2,053,000 | -12.6% | 821,116 | -11.2% | 0.11% | -33.7% |
| SLAB | Buy | SILICON LABORATORIES INC | $2,004,000 | +2.7% | 24,780 | +0.1% | 0.11% | -21.7% |
| FENC | Buy | FENNEC PHARMACEUTICALS | $1,993,000 | -14.4% | 410,932 | +12.6% | 0.11% | -35.2% |
| MPAA | Buy | MOTOR PARTS OF AMERICA | $1,958,000 | +30.7% | 103,778 | +15.3% | 0.10% | -0.9% |
| KIDS | New | ORTHOPEDIATRICS | $1,875,000 | – | 42,401 | +100.0% | 0.10% | – |
| AKAM | Buy | AKAMAI | $1,856,000 | +66.0% | 25,881 | +41.4% | 0.10% | +26.6% |
| ITRM | Sell | ITERUM THERAPEUTICS | $1,836,000 | +48.8% | 231,798 | -5.9% | 0.10% | +13.8% |
| SPRO | Sell | SPERO THERAPEUTICS | $1,800,000 | +89.7% | 140,526 | -8.9% | 0.10% | +44.8% |
| SOHO | Buy | SOTHERLY HOTELS | $1,669,000 | +80.0% | 245,101 | +48.3% | 0.09% | +36.4% |
| DXCM | Sell | DEXCOM INC | $1,672,000 | -70.7% | 14,041 | -70.6% | 0.09% | -77.8% |
| CTMX | Sell | CYTOMX THERAPEUTICS | $1,681,000 | -31.9% | 156,391 | -4.4% | 0.09% | -48.6% |
| AERI | Sell | AERI PHARMACEUTICALS | $1,647,000 | -20.5% | 34,676 | -39.6% | 0.09% | -40.1% |
| EXTR | Sell | EXTREME NETWORKS | $1,613,000 | +13.5% | 215,292 | -7.6% | 0.09% | -13.9% |
| TRUP | Buy | TRUPANION | $1,537,000 | +43.2% | 46,954 | +11.4% | 0.08% | +9.2% |
| CYRX | Sell | CRYOPORT | $1,484,000 | +11.7% | 114,873 | -4.6% | 0.08% | -14.9% |
| EDIT | Sell | EDITAS MEDICINE | $1,279,000 | +0.2% | 52,328 | -6.8% | 0.07% | -23.3% |
| RP | Buy | REALPAGE | $1,195,000 | +28.4% | 19,684 | +1.9% | 0.06% | -3.0% |
| CRSP | Sell | CRISPR THERAPEUTICS | $1,167,000 | +16.7% | 32,657 | -6.7% | 0.06% | -11.3% |
| CDTX | Sell | CIDARA THERAPEUTICS | $1,169,000 | +5.4% | 441,047 | -6.5% | 0.06% | -20.3% |
| MTRN | New | MATERION CORPORATION | $1,137,000 | – | 19,932 | +100.0% | 0.06% | – |
| XENE | New | XENON PHARMACEUTICALS | $1,104,000 | – | 108,679 | +100.0% | 0.06% | – |
| MTCH | Buy | MATCH GROUP | $1,032,000 | +34.6% | 18,223 | +1.6% | 0.06% | +1.9% |
| ETTX | Sell | ENTASIS THERAPEUTICS HOLDINGS | $977,000 | +64.5% | 144,583 | -0.9% | 0.05% | +23.8% |
| NTLA | Sell | INTELLIA THERAPEUTICS | $969,000 | +16.7% | 56,760 | -6.7% | 0.05% | -11.9% |
| SGMO | Sell | SANGAMO BIOSCIENCES | $924,000 | -22.6% | 96,901 | -6.8% | 0.05% | -41.2% |
| PRTK | Sell | PARATEK PHARMACEUTICALS | $905,000 | -2.3% | 168,775 | -6.5% | 0.05% | -25.8% |
| AFHIF | Sell | ATLAS FINANCIAL HOLDINGS | $858,000 | -75.7% | 348,982 | -20.2% | 0.05% | -81.7% |
| MLNTQ | New | MELINTA THERAPEUTICS | $813,000 | – | 229,030 | +100.0% | 0.04% | – |
| ENSV | Sell | ENSERVCO | $808,000 | +35.8% | 1,525,272 | -5.1% | 0.04% | +2.4% |
| JNCE | Sell | JOUNCE THERAPEUTICS | $778,000 | +75.6% | 125,533 | -4.5% | 0.04% | +35.5% |
| MIXT | New | MiX TELEMATICS LIMITED SPONSOR | $749,000 | – | 44,959 | +100.0% | 0.04% | – |
| ANGI | Buy | ANGI HOME SERVICES | $686,000 | +22.1% | 44,405 | +26.9% | 0.04% | -7.5% |
| JRVR | Sell | JAMES RIVER GROUP | $617,000 | -70.9% | 15,385 | -73.5% | 0.03% | -78.0% |
| LYV | Sell | LIVE NATION INC | $597,000 | +15.7% | 9,393 | -10.3% | 0.03% | -13.5% |
| Sell | NABRIVA THERAPEUTICS PLC | $565,000 | +59.6% | 231,373 | -4.6% | 0.03% | +20.0% | |
| VIVE | Sell | VIVEVE MEDICAL INC | $559,000 | -14.7% | 594,763 | -4.6% | 0.03% | -34.8% |
| NVTRQ | Sell | NUVECTRA CORP | $420,000 | -65.7% | 38,150 | -49.0% | 0.02% | -73.6% |
| TOCA | Sell | TOCAGEN | $431,000 | +26.0% | 39,636 | -4.9% | 0.02% | -4.2% |
| EVBG | New | EVERBRIDGE | $236,000 | – | 3,148 | +100.0% | 0.01% | – |
| MGPI | Sell | MGP INGREDIENTS | $225,000 | -5.9% | 2,915 | -30.3% | 0.01% | -29.4% |
| GWR | Sell | GENESEE & WYOMING | $218,000 | -81.6% | 2,500 | -84.4% | 0.01% | -85.7% |
| CGIX | Exit | CANCER GENETICS INC | $0 | – | -272,818 | -100.0% | -0.01% | – |
| FCFS | Exit | FIRSTCASH INC | $0 | – | -2,810 | -100.0% | -0.01% | – |
| NEOG | Exit | NEOGEN CORP | $0 | – | -3,533 | -100.0% | -0.01% | – |
| EPAY | Exit | BOTTOMLINE TECHNOLOGIES DEL IN | $0 | – | -4,400 | -100.0% | -0.02% | – |
| MLNT | Exit | MELINTA THERAPEUTICS | $0 | – | -310,995 | -100.0% | -0.02% | – |
| IONS | Exit | IONIS PHARMACEUTICALS | $0 | – | -4,316 | -100.0% | -0.02% | – |
| HAE | Exit | HAEMONETICS | $0 | – | -2,550 | -100.0% | -0.02% | – |
| PTI | Exit | PROTEOSTASIS THERAPEUTICS | $0 | – | -80,257 | -100.0% | -0.02% | – |
| VST | Exit | VISTRA ENERGY | $0 | – | -14,366 | -100.0% | -0.02% | – |
| AXGN | Exit | AXOGEN INC | $0 | – | -23,050 | -100.0% | -0.03% | – |
| HA | Exit | HAWAIIAN HOLDINGS | $0 | – | -26,206 | -100.0% | -0.05% | – |
| ZFGN | Exit | ZAFGEN INC | $0 | – | -213,015 | -100.0% | -0.08% | – |
| ZAGG | Exit | ZAGG INC | $0 | – | -124,699 | -100.0% | -0.09% | – |
| GTN | Exit | GRAY TELEVISION | $0 | – | -94,000 | -100.0% | -0.10% | – |
| XERS | Exit | XERIS PHARMACEUTICALS | $0 | – | -82,504 | -100.0% | -0.10% | – |
| NXST | Exit | NEXSTAR MEDIA GROUP | $0 | – | -30,607 | -100.0% | -0.17% | – |
| ULTI | Exit | ULTIMATE SOFTWARE GROUP | $0 | – | -10,587 | -100.0% | -0.18% | – |
| AVEO | Exit | AVEO PHARMACEUTICALS | $0 | – | -2,508,261 | -100.0% | -0.28% | – |
| IRWD | Exit | IRONWOOD PHARMACEUTICALS | $0 | – | -395,574 | -100.0% | -0.29% | – |
| ESPR | Exit | ESPERION THERAPEUTICS | $0 | – | -108,200 | -100.0% | -0.35% | – |
| PCRX | Exit | PACIRA PHARMACEUTICALS | $0 | – | -133,693 | -100.0% | -0.41% | – |
| WW | Exit | WEIGHT WATCHERS | $0 | – | -602,508 | -100.0% | -1.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-14
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 | 41 | Q2 2023 | 4.7% |
| SPS COMM INC | 41 | Q2 2023 | 3.5% |
| EURONET WORLDWIDE, INC | 41 | Q2 2023 | 1.7% |
| OSI SYSTEMS INC | 41 | Q2 2023 | 2.4% |
| RBC BEARINGS INC | 41 | Q2 2023 | 1.5% |
| DOUGLAS DYNAMICS INC | 41 | Q2 2023 | 1.0% |
| PROS HOLDINGS INC | 41 | Q2 2023 | 0.7% |
| RADWARE LTD | 41 | Q2 2023 | 1.3% |
| RUSH ENTERPRISES INC | 41 | Q2 2023 | 1.1% |
| POWER INTEGRATIONS INC | 41 | Q2 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% |
| EverQuote, Inc. | February 14, 2023 | 1,641,293 | 6.3% |
| Evolent Health, Inc. | February 14, 2023 | 3,155,211 | 3.1% |
| 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% |
| MAGNITE, INC. | February 14, 2023 | 10,419,013 | 7.8% |
| Porch Group, Inc. | February 14, 2023 | 13,295,572 | 13.2% |
View Granahan Investment Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-14 |
| SC 13G/A | 2023-10-18 |
| 13F-HR | 2023-08-14 |
| SC 13G/A | 2023-07-24 |
| 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 |
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.