Granahan Investment Management Q2 2019 holdings

$2.02 Billion is the total value of Granahan Investment Management's 184 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 12.7% .

 Value Shares↓ Weighting
CSGP BuyCOSTAR CORP$95,277
+26.9%
171,962
+6.8%
4.71%
+16.8%
LPSN BuyLIVEPERSON$80,381
+7.4%
2,866,664
+11.1%
3.97%
-1.2%
ETSY BuyETSY INC$69,449
-1.0%
1,131,636
+8.5%
3.43%
-8.9%
PAYC BuyPAYCOM SOFTWARE$65,287
+30.1%
287,963
+8.5%
3.23%
+19.7%
COUP BuyCOUPA SOFTWARE INC$64,297
+44.1%
507,837
+3.5%
3.18%
+32.6%
PCTY BuyPAYLOCITY HOLDINGS CORP$54,178
+15.8%
577,467
+10.1%
2.68%
+6.6%
OSIS BuyOSI SYSTEMS$48,890
+36.7%
434,072
+6.3%
2.42%
+25.8%
KRNT SellKORNIT DIGITAL$47,288
-4.4%
1,493,626
-28.2%
2.34%
-12.0%
EHTH BuyEHEALTH INC$45,598
+59.0%
529,596
+15.1%
2.25%
+46.3%
OSW BuyONESPAWORLD HOLDINGS LTD$44,869
+39.3%
2,894,793
+22.8%
2.22%
+28.2%
VRTU BuyVIRTUSA CORP$43,643
+1.3%
982,292
+21.9%
2.16%
-6.7%
AXON BuyAXON ENTERPRISE$42,871
+49.3%
667,668
+26.5%
2.12%
+37.4%
BRKS SellBROOKS AUTOMATION$41,218
+18.2%
1,063,697
-10.5%
2.04%
+8.8%
TWOU Buy2U INC$39,889
+34.0%
1,059,752
+152.2%
1.97%
+23.3%
MIME BuyMIMECAST LIMITED$38,582
+4.5%
826,000
+5.9%
1.91%
-3.8%
CARB BuyCARBONITE INC$36,628
+26.2%
1,406,593
+20.2%
1.81%
+16.1%
GLOB SellGLOBANT SA$32,319
+41.4%
319,828
-0.1%
1.60%
+30.2%
HQY BuyHEALTHEQUITY$30,393
+53.1%
464,722
+73.1%
1.50%
+40.9%
STRA SellSTRATEGIC EDUCATION$30,190
+3.3%
169,608
-23.8%
1.49%
-4.9%
TTD SellTRADE DESK INC CLASS A$25,864
+10.9%
113,548
-3.6%
1.28%
+2.1%
EXAS SellEXACT SCIENCES$25,570
+7.8%
216,623
-20.9%
1.26%
-0.8%
SPSC BuySPS COMMERCE$25,552
+5.0%
249,992
+8.9%
1.26%
-3.4%
CSOD BuyCORNERSTONE ONDEMAND$25,297
+14.6%
436,687
+8.4%
1.25%
+5.5%
TDOC BuyTELADOC$24,636
+43.2%
370,961
+19.9%
1.22%
+31.7%
LOPE BuyGRAND CANYON EDUCATION$24,120
+30.9%
206,122
+28.1%
1.19%
+20.5%
ROLL SellRBC BEARINGS$21,995
+19.3%
131,857
-9.1%
1.09%
+9.8%
RGEN SellREPLIGEN$21,982
+33.9%
255,755
-7.9%
1.09%
+23.3%
QTWO BuyQ2 HOLDINGS$20,913
+10.7%
273,869
+0.4%
1.03%
+1.8%
NEO SellNEOGENOMICS$20,577
+1.2%
937,862
-5.6%
1.02%
-6.9%
CMCO BuyCOLUMBUS MCKINNON CORPORATION$20,496
+57.1%
488,346
+28.6%
1.01%
+44.7%
ENSG SellENSIGN GROUP$20,446
+4.7%
359,198
-5.8%
1.01%
-3.7%
ARGX SellARGENX SE ADR$20,403
+12.4%
144,106
-0.9%
1.01%
+3.4%
SMAR NewSMARTSHEET INC$18,280377,696
+100.0%
0.90%
LXFR SellLUXFER HOLDINGS PLC$17,776
-8.0%
724,976
-6.3%
0.88%
-15.3%
SSTI BuySHOTSPOTTER$17,181
+115.3%
388,704
+88.0%
0.85%
+98.4%
CSII SellCARDIOVASCULAR SYSTEMS$16,579
-1.9%
386,188
-11.7%
0.82%
-9.7%
CNMD SellCONMED CORP$16,252
-5.0%
189,925
-7.6%
0.80%
-12.5%
MDCO SellMEDICINES CO$16,015
+14.9%
439,122
-11.9%
0.79%
+5.7%
BOOM SellDMC GLOBAL INC$15,447
-26.3%
243,834
-42.3%
0.76%
-32.2%
TITN BuyTITAN MACHINERY$15,092
+44.1%
733,340
+9.0%
0.75%
+32.7%
CHGG SellCHEGG INC$15,064
-11.1%
390,361
-12.1%
0.74%
-18.2%
PLOW SellDOUGLAS DYNAMICS$15,012
-1.8%
377,274
-6.0%
0.74%
-9.6%
MTRN BuyMATERION CORPORATION$13,103
+1052.4%
193,238
+869.5%
0.65%
+960.7%
JBT SellJOHN BEAN TECHNOLOGIES$12,864
+21.0%
106,201
-8.2%
0.64%
+11.4%
MOD SellMODINE MANUFACTURING$12,806
-3.5%
894,917
-6.5%
0.63%
-11.2%
GTLS SellCHART INDUSTRIES$12,723
-25.7%
165,498
-12.5%
0.63%
-31.6%
ENTA SellENANTA PHARMACEUTICALS$12,134
-16.1%
143,799
-5.0%
0.60%
-22.7%
NVEE BuyNV5 GLOBAL$11,950
+113.3%
146,810
+55.6%
0.59%
+96.3%
RUSHA SellRUSH ENTERPRISES$11,561
-24.8%
316,573
-13.9%
0.57%
-30.9%
PRO SellPROS HOLDING$11,338
+36.3%
179,226
-9.0%
0.56%
+25.3%
LAWS BuyLAWSON PRODUCTS$11,294
+17.3%
307,494
+0.1%
0.56%
+7.9%
OXFD SellOXFORD IMMUNOTEC GLOBAL PLC$10,705
-25.3%
777,964
-6.5%
0.53%
-31.3%
HUBS SellHUBSPOT$10,364
-5.7%
60,778
-8.1%
0.51%
-13.2%
CWST SellCASELLA WASTE SYSTEMS$9,878
+6.4%
249,250
-4.5%
0.49%
-2.2%
THRM SellGENTHERM$9,876
+2.3%
236,104
-9.8%
0.49%
-5.8%
UPLD BuyUPLAND SOFTWARE$9,788
+18.5%
214,971
+10.3%
0.48%
+9.3%
EEFT SellEURONET$9,790
-27.2%
58,189
-38.3%
0.48%
-33.0%
RPD SellRAPID7$9,527
+0.2%
164,708
-12.3%
0.47%
-7.8%
VCTR BuyVICTORY CAPITAL CLASS A$9,419
+22.2%
548,271
+6.8%
0.46%
+12.3%
WAAS BuyAQUAVENTURE HOLDINGS LIMITED$9,275
+91.8%
464,442
+85.8%
0.46%
+76.2%
AIN SellALBANY INT'L$9,225
+1.5%
111,268
-12.4%
0.46%
-6.6%
RMBL NewRumbleOn Inc. Class B RESTRICT$9,1902,051,172
+100.0%
0.45%
FLDM SellFLUIDIGM CORP$9,060
-12.7%
735,388
-5.9%
0.45%
-19.6%
HZO BuyMARINEMAX INC$8,895
+60.3%
541,078
+86.8%
0.44%
+47.7%
IIPR SellINNOVATIVE INDUSTRIAL PRODUCTS$8,695
+45.8%
70,372
-3.6%
0.43%
+34.4%
PODD SellINSULET CORP$8,673
+12.1%
72,654
-10.7%
0.43%
+3.4%
PUMP SellPROPETRO HOLDING$8,669
-19.5%
418,801
-12.4%
0.43%
-26.0%
RTEC BuyRUDOLPH TECH$8,667
+47.0%
313,663
+21.3%
0.43%
+35.0%
XLRN SellACCELERON PHARMA$8,399
-17.4%
204,444
-6.4%
0.42%
-24.0%
HCSG BuyHEALTHCARE SVCS$8,305
+29.4%
273,928
+40.8%
0.41%
+18.8%
ANGO SellANGIO DYNAMICS$7,665
-15.4%
389,276
-1.7%
0.38%
-22.0%
LLNW SellLIMELIGHT NETWORKS$7,542
-19.2%
2,793,314
-3.3%
0.37%
-25.5%
ENPH BuyENPHASE ENERGY$7,392
+203.1%
405,511
+53.5%
0.36%
+178.6%
IMMU BuyIMMUNOMEDICS$6,803
+7.9%
490,501
+49.5%
0.34%
-0.6%
POWI SellPOWER INTEGRATIONS$6,663
+8.4%
83,100
-5.4%
0.33%
-0.3%
GHDX SellGENOMIC HEALTH INC$6,439
-22.0%
110,689
-6.1%
0.32%
-28.2%
SIEN BuySIENTRA$6,299
+29.5%
1,022,539
+80.4%
0.31%
+19.2%
NMRK SellNEWMARK$6,182
-7.3%
688,447
-13.9%
0.30%
-14.8%
VG BuyVONAGE HOLDINGS$6,059
+32.9%
534,804
+17.8%
0.30%
+22.0%
WST SellWEST PHARMA SVCS$5,972
-10.6%
47,719
-21.3%
0.30%
-17.8%
KIN SellKINDRED BIOSCIENCES$5,842
-10.4%
701,277
-1.3%
0.29%
-17.4%
DY NewDYCOM INDUSTRIES$5,54594,188
+100.0%
0.27%
INSM SellINSMED$5,503
-17.3%
214,980
-6.1%
0.27%
-23.8%
TWLO SellTWILIO$5,299
-30.8%
38,864
-34.5%
0.26%
-36.3%
ABMD SellABIOMED$5,262
-11.4%
20,200
-2.9%
0.26%
-18.5%
RUBI BuyRUBICON PROJECT INC$5,191
+16.3%
816,148
+11.2%
0.26%
+7.1%
KNSL SellKINSALE CAPITAL GROUP$5,189
+17.3%
56,718
-12.1%
0.26%
+8.0%
CRZO SellCARRIZO OIL AND GAS$5,135
-45.8%
512,481
-32.6%
0.25%
-50.1%
TCBI BuyTEXAS CAPITAL BANCSHARES$5,117
+26.2%
83,373
+12.2%
0.25%
+16.1%
APPS SellDIGITAL TURBINE INC$4,992
-4.7%
998,340
-33.3%
0.25%
-12.1%
VCEL SellVERICEL CORPORATION$4,862
+3.6%
257,411
-4.0%
0.24%
-4.8%
REI BuyRING ENERGY$4,814
-13.0%
1,481,273
+57.1%
0.24%
-19.9%
GDI SellGARDNER DENVER$4,503
-47.3%
130,148
-57.6%
0.22%
-51.4%
CEVA BuyCEVA$4,438
-4.2%
182,246
+6.0%
0.22%
-12.0%
AUTL BuyAUTOLUS$4,441
+56.7%
275,821
+206.3%
0.22%
+44.1%
INGN SellINOGEN INC$4,334
-34.0%
64,914
-5.7%
0.21%
-39.2%
QTS SellQTS REALTY TRUST$4,166
-7.4%
90,205
-9.8%
0.21%
-14.9%
PRFT SellPERFICIENT$4,052
-0.4%
118,067
-20.5%
0.20%
-8.3%
RDWR SellRADWARE$3,907
-17.7%
158,006
-13.0%
0.19%
-24.3%
OKTA SellOKTA INC$3,915
-0.6%
31,697
-33.4%
0.19%
-9.0%
CLDR BuyCLOUDERA, INC$3,887
-2.5%
739,063
+102.8%
0.19%
-10.3%
ICPT SellINTERCEPT PHARMACEUTICALS$3,844
-34.8%
48,305
-8.4%
0.19%
-40.1%
JYNT SellJOINT CORP$3,820
+15.2%
209,911
-0.3%
0.19%
+6.2%
GNFT SellGENFIT SA ADR$3,776
-21.3%
191,200
-4.4%
0.19%
-27.5%
DBX SellDROPBOX INC$3,653
-3.4%
145,825
-15.9%
0.18%
-10.8%
IOTS BuyADESTO TECHNOLOGIES$3,652
+55.7%
448,117
+15.6%
0.18%
+42.9%
CYBR SellCYBERARK SOFTWARE$3,645
-30.9%
28,510
-35.6%
0.18%
-36.4%
MGNX SellMACROGENICS$3,639
-11.1%
214,415
-5.8%
0.18%
-18.2%
WNS SellWNS HOLDINGS LTD$3,637
-15.0%
61,439
-23.5%
0.18%
-21.7%
QLYS SellQUALYS INC$3,528
-9.5%
40,514
-14.0%
0.17%
-16.7%
PSTG SellPURE STORAGE INC$3,413
-32.8%
223,535
-4.2%
0.17%
-38.1%
WAGE SellWAGEWORKS INC$3,172
+30.9%
62,449
-2.7%
0.16%
+20.8%
DXCM BuyDEXCOM INC$3,091
+84.9%
20,628
+46.9%
0.15%
+70.0%
IVC SellINVACARE$2,997
-42.5%
577,517
-7.3%
0.15%
-47.1%
FNSR  FINISAR$2,911
-1.3%
127,2780.0%0.14%
-8.9%
PTC SellPTC INC$2,924
-16.7%
32,579
-14.5%
0.14%
-23.8%
IPHI SellINPHI$2,909
-3.1%
58,055
-15.4%
0.14%
-10.6%
CAI SellCAI INTERNATIONAL INC$2,878
-48.2%
115,941
-51.6%
0.14%
-52.5%
VCYT NewVERACYTE INC$2,80098,194
+100.0%
0.14%
KIDS BuyORTHOPEDIATRICS$2,658
+41.8%
68,165
+60.8%
0.13%
+29.7%
ZS SellZSCALER INC$2,634
-21.7%
34,373
-27.5%
0.13%
-28.2%
PRLB SellPROTO LABS$2,623
+0.4%
22,608
-9.0%
0.13%
-7.1%
CTSO BuyCYTOSORBENTS CORPORATION$2,617
+6.2%
395,875
+21.6%
0.13%
-2.3%
TER SellTERADYNE$2,589
-4.5%
54,037
-20.6%
0.13%
-12.3%
BGCP SellBGC PARTNERS INC$2,553
-14.0%
488,069
-12.7%
0.13%
-20.8%
MINI SellMOBILE MINI$2,525
-15.3%
82,987
-5.6%
0.12%
-21.9%
TTGT SellTECHTARGET INC$2,533
-58.6%
119,184
-68.3%
0.12%
-62.0%
KNX SellKNIGHT-SWIFT TRANS$2,382
-85.1%
72,537
-85.1%
0.12%
-86.2%
SLAB SellSILICON LABORATORIES INC$2,285
+14.0%
22,101
-10.8%
0.11%
+4.6%
EVH SellEVOLENT HEALTH$2,259
-43.2%
284,178
-10.1%
0.11%
-47.7%
CTG SellCOMPUTER TASK GROUP$2,253
-7.0%
561,899
-0.3%
0.11%
-14.6%
HIVE SellAEROHIVE NETWORKS INC$2,220
-63.0%
501,050
-62.2%
0.11%
-65.8%
SOHO BuySOTHERLY HOTELS$2,191
+31.3%
314,808
+28.4%
0.11%
+20.0%
LQDT BuyLIQUIDITY SERVICES$2,164
-13.2%
355,414
+9.9%
0.11%
-20.1%
BLFS SellBIOLIFE SOLUTIONS$2,144
-5.3%
126,490
-0.0%
0.11%
-13.1%
ECPG SellENCORE CAP GROUP$2,135
-0.9%
63,023
-20.3%
0.11%
-8.6%
NTNX SellNUTANIX$2,146
-33.9%
82,712
-3.9%
0.11%
-39.1%
COLL SellCOLLEGIUM PHARMACEUTICAL$2,133
-28.2%
162,213
-17.3%
0.10%
-34.0%
CYRX SellCRYOPORT$2,104
+41.8%
114,829
-0.0%
0.10%
+30.0%
NEWR SellNEW RELIC$2,092
-22.9%
24,186
-12.1%
0.10%
-29.5%
TRTN SellTRITON INTL LTD/BERMUDA$2,032
-14.1%
62,034
-18.4%
0.10%
-21.3%
LGND SellLIGAND PHARMACEUTICALS$2,002
-53.3%
17,541
-48.5%
0.10%
-57.0%
PFPT SellPROOFPOINT$1,977
-16.0%
16,442
-15.1%
0.10%
-22.2%
MPWR SellMONOLITHIC POWER$1,969
-13.8%
14,498
-14.0%
0.10%
-21.1%
AKAM SellAKAMAI$1,901
+2.4%
23,719
-8.4%
0.09%
-6.0%
HBIO SellHARVARD BIOSCIENCE$1,848
-56.5%
923,773
-6.4%
0.09%
-60.1%
PFIE SellPROFIRE ENERGY$1,845
-15.6%
1,221,531
-0.0%
0.09%
-22.2%
MPAA SellMOTOR PARTS OF AMERICA$1,845
-5.8%
86,164
-17.0%
0.09%
-13.3%
GMED NewGLOBUS MEDICAL INC.$1,81542,916
+100.0%
0.09%
FENC BuyFENNEC PHARMACEUTICALS$1,756
-11.9%
439,083
+6.9%
0.09%
-18.7%
STIM SellNEURONETICS$1,672
-28.1%
133,649
-12.3%
0.08%
-33.6%
CTMX SellCYTOMX THERAPEUTICS$1,652
-1.7%
147,223
-5.9%
0.08%
-8.9%
SPRO SellSPERO THERAPEUTICS$1,592
-11.6%
138,295
-1.6%
0.08%
-18.6%
ITRM BuyITERUM THERAPEUTICS$1,602
-12.7%
232,866
+0.5%
0.08%
-20.2%
CRSP SellCRISPR THERAPEUTICS$1,504
+28.9%
31,927
-2.2%
0.07%
+17.5%
AERI BuyAERI PHARMACEUTICALS$1,498
-9.0%
50,685
+46.2%
0.07%
-15.9%
MLNTQ SellMELINTA THERAPEUTICS$1,480
+82.0%
222,571
-2.8%
0.07%
+65.9%
GTTN SellGTT COMMUNICATION$1,389
-55.4%
78,937
-12.0%
0.07%
-58.7%
TRUP SellTRUPANION$1,371
-10.8%
37,946
-19.2%
0.07%
-18.1%
HTGM SellHTG MOLECULAR DIAGNOSTICS$1,336
-34.9%
804,964
-2.0%
0.07%
-40.0%
EDIT SellEDITAS MEDICINE$1,257
-1.7%
50,796
-2.9%
0.06%
-10.1%
MTN SellVAIL RESORTS INC$1,007
-69.9%
4,512
-70.7%
0.05%
-72.2%
SGMO SellSANGAMO BIOSCIENCES$1,015
+9.8%
94,249
-2.7%
0.05%0.0%
XENE SellXENON PHARMACEUTICALS$969
-12.2%
98,259
-9.6%
0.05%
-18.6%
NTLA SellINTELLIA THERAPEUTICS$903
-6.8%
55,163
-2.8%
0.04%
-13.5%
ETTX SellENTASIS THERAPEUTICS HOLDINGS$894
-8.5%
138,541
-4.2%
0.04%
-15.4%
TOWR NewTOWER INTERNATIONAL INC$77439,702
+100.0%
0.04%
MTCH SellMATCH GROUP$745
-27.8%
11,074
-39.2%
0.04%
-32.7%
CDTX SellCIDARA THERAPEUTICS$735
-37.1%
437,315
-0.8%
0.04%
-42.9%
RP SellREALPAGE$669
-44.0%
11,360
-42.3%
0.03%
-48.4%
PRTK SellPARATEK PHARMACEUTICALS$664
-26.6%
166,512
-1.3%
0.03%
-32.7%
HDSN SellHUDSON TECHNOLOGIES$617
-76.1%
717,834
-46.3%
0.03%
-78.3%
MIXT SellMiX TELEMATICS LIMITED SPONSOR$582
-22.3%
38,712
-13.9%
0.03%
-27.5%
ANGI SellANGI HOME SERVICES$563
-17.9%
43,246
-2.6%
0.03%
-24.3%
BuyNABRIVA THERAPEUTICS PLC$563
-0.4%
231,754
+0.2%
0.03%
-6.7%
JNCE SellJOUNCE THERAPEUTICS$575
-26.1%
116,080
-7.5%
0.03%
-33.3%
LYV SellLIVE NATION INC$492
-17.6%
7,424
-21.0%
0.02%
-25.0%
GTN NewGRAY TELEVISION$42225,719
+100.0%
0.02%
MGPI BuyMGP INGREDIENTS$309
+37.3%
4,663
+60.0%
0.02%
+25.0%
STNG NewSCORPIO TANKERS$2859,653
+100.0%
0.01%
TOCA SellTOCAGEN$264
-38.7%
39,501
-0.3%
0.01%
-43.5%
IONS NewIONIS PHARMACEUTICALS$2283,541
+100.0%
0.01%
ENSV SellENSERVCO$112
-86.1%
297,743
-80.5%
0.01%
-86.0%
GWR ExitGENESEE & WYOMING$0-2,500
-100.0%
-0.01%
EVBG ExitEVERBRIDGE$0-3,148
-100.0%
-0.01%
NVTRQ ExitNUVECTRA CORP$0-38,150
-100.0%
-0.02%
VIVE ExitVIVEVE MEDICAL INC$0-594,763
-100.0%
-0.03%
JRVR ExitJAMES RIVER GROUP$0-15,385
-100.0%
-0.03%
AFHIF ExitATLAS FINANCIAL HOLDINGS$0-348,982
-100.0%
-0.05%
EXTR ExitEXTREME NETWORKS$0-215,292
-100.0%
-0.09%
ECHO ExitECHO GLOBAL LOGISTICS$0-124,975
-100.0%
-0.17%
ADSW ExitADVANCED DISPOSAL SERVICES INC$0-121,404
-100.0%
-0.18%
STMP ExitSTAMPS.COM$0-45,381
-100.0%
-0.20%
MLNX ExitMELLANOX TECHNOLOGIES$0-49,234
-100.0%
-0.31%
AMBR ExitAMBER ROAD$0-734,541
-100.0%
-0.34%
CHUY ExitCHUY'S HOLDINGS INC.$0-358,064
-100.0%
-0.44%
RAMP ExitLIVERAMP HOLDING INC$0-160,822
-100.0%
-0.47%
RNG ExitRINGCENTRAL$0-110,535
-100.0%
-0.64%

These EDGAR filings were analyzed to create this holdings report:

The EDGAR filing(s) were signed by:

  • Susan Rawley — VP/Operations and Account Administration

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EDGAR filings