$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 | Buy | COSTAR CORP | $95,277,000 | +26.9% | 171,962 | +6.8% | 4.71% | +16.8% |
| LPSN | Buy | LIVEPERSON | $80,381,000 | +7.4% | 2,866,664 | +11.1% | 3.97% | -1.2% |
| ETSY | Buy | ETSY INC | $69,449,000 | -1.0% | 1,131,636 | +8.5% | 3.43% | -8.9% |
| PAYC | Buy | PAYCOM SOFTWARE | $65,287,000 | +30.1% | 287,963 | +8.5% | 3.23% | +19.7% |
| COUP | Buy | COUPA SOFTWARE INC | $64,297,000 | +44.1% | 507,837 | +3.5% | 3.18% | +32.6% |
| PCTY | Buy | PAYLOCITY HOLDINGS CORP | $54,178,000 | +15.8% | 577,467 | +10.1% | 2.68% | +6.6% |
| OSIS | Buy | OSI SYSTEMS | $48,890,000 | +36.7% | 434,072 | +6.3% | 2.42% | +25.8% |
| KRNT | Sell | KORNIT DIGITAL | $47,288,000 | -4.4% | 1,493,626 | -28.2% | 2.34% | -12.0% |
| EHTH | Buy | EHEALTH INC | $45,598,000 | +59.0% | 529,596 | +15.1% | 2.25% | +46.3% |
| OSW | Buy | ONESPAWORLD HOLDINGS LTD | $44,869,000 | +39.3% | 2,894,793 | +22.8% | 2.22% | +28.2% |
| VRTU | Buy | VIRTUSA CORP | $43,643,000 | +1.3% | 982,292 | +21.9% | 2.16% | -6.7% |
| AXON | Buy | AXON ENTERPRISE | $42,871,000 | +49.3% | 667,668 | +26.5% | 2.12% | +37.4% |
| BRKS | Sell | BROOKS AUTOMATION | $41,218,000 | +18.2% | 1,063,697 | -10.5% | 2.04% | +8.8% |
| TWOU | Buy | 2U INC | $39,889,000 | +34.0% | 1,059,752 | +152.2% | 1.97% | +23.3% |
| MIME | Buy | MIMECAST LIMITED | $38,582,000 | +4.5% | 826,000 | +5.9% | 1.91% | -3.8% |
| CARB | Buy | CARBONITE INC | $36,628,000 | +26.2% | 1,406,593 | +20.2% | 1.81% | +16.1% |
| GLOB | Sell | GLOBANT SA | $32,319,000 | +41.4% | 319,828 | -0.1% | 1.60% | +30.2% |
| HQY | Buy | HEALTHEQUITY | $30,393,000 | +53.1% | 464,722 | +73.1% | 1.50% | +40.9% |
| STRA | Sell | STRATEGIC EDUCATION | $30,190,000 | +3.3% | 169,608 | -23.8% | 1.49% | -4.9% |
| TTD | Sell | TRADE DESK INC CLASS A | $25,864,000 | +10.9% | 113,548 | -3.6% | 1.28% | +2.1% |
| EXAS | Sell | EXACT SCIENCES | $25,570,000 | +7.8% | 216,623 | -20.9% | 1.26% | -0.8% |
| SPSC | Buy | SPS COMMERCE | $25,552,000 | +5.0% | 249,992 | +8.9% | 1.26% | -3.4% |
| CSOD | Buy | CORNERSTONE ONDEMAND | $25,297,000 | +14.6% | 436,687 | +8.4% | 1.25% | +5.5% |
| TDOC | Buy | TELADOC | $24,636,000 | +43.2% | 370,961 | +19.9% | 1.22% | +31.7% |
| LOPE | Buy | GRAND CANYON EDUCATION | $24,120,000 | +30.9% | 206,122 | +28.1% | 1.19% | +20.5% |
| ROLL | Sell | RBC BEARINGS | $21,995,000 | +19.3% | 131,857 | -9.1% | 1.09% | +9.8% |
| RGEN | Sell | REPLIGEN | $21,982,000 | +33.9% | 255,755 | -7.9% | 1.09% | +23.3% |
| QTWO | Buy | Q2 HOLDINGS | $20,913,000 | +10.7% | 273,869 | +0.4% | 1.03% | +1.8% |
| NEO | Sell | NEOGENOMICS | $20,577,000 | +1.2% | 937,862 | -5.6% | 1.02% | -6.9% |
| CMCO | Buy | COLUMBUS MCKINNON CORPORATION | $20,496,000 | +57.1% | 488,346 | +28.6% | 1.01% | +44.7% |
| ENSG | Sell | ENSIGN GROUP | $20,446,000 | +4.7% | 359,198 | -5.8% | 1.01% | -3.7% |
| ARGX | Sell | ARGENX SE ADR | $20,403,000 | +12.4% | 144,106 | -0.9% | 1.01% | +3.4% |
| SMAR | New | SMARTSHEET INC | $18,280,000 | – | 377,696 | +100.0% | 0.90% | – |
| LXFR | Sell | LUXFER HOLDINGS PLC | $17,776,000 | -8.0% | 724,976 | -6.3% | 0.88% | -15.3% |
| SSTI | Buy | SHOTSPOTTER | $17,181,000 | +115.3% | 388,704 | +88.0% | 0.85% | +98.4% |
| CSII | Sell | CARDIOVASCULAR SYSTEMS | $16,579,000 | -1.9% | 386,188 | -11.7% | 0.82% | -9.7% |
| CNMD | Sell | CONMED CORP | $16,252,000 | -5.0% | 189,925 | -7.6% | 0.80% | -12.5% |
| MDCO | Sell | MEDICINES CO | $16,015,000 | +14.9% | 439,122 | -11.9% | 0.79% | +5.7% |
| BOOM | Sell | DMC GLOBAL INC | $15,447,000 | -26.3% | 243,834 | -42.3% | 0.76% | -32.2% |
| TITN | Buy | TITAN MACHINERY | $15,092,000 | +44.1% | 733,340 | +9.0% | 0.75% | +32.7% |
| CHGG | Sell | CHEGG INC | $15,064,000 | -11.1% | 390,361 | -12.1% | 0.74% | -18.2% |
| PLOW | Sell | DOUGLAS DYNAMICS | $15,012,000 | -1.8% | 377,274 | -6.0% | 0.74% | -9.6% |
| MTRN | Buy | MATERION CORPORATION | $13,103,000 | +1052.4% | 193,238 | +869.5% | 0.65% | +960.7% |
| JBT | Sell | JOHN BEAN TECHNOLOGIES | $12,864,000 | +21.0% | 106,201 | -8.2% | 0.64% | +11.4% |
| MOD | Sell | MODINE MANUFACTURING | $12,806,000 | -3.5% | 894,917 | -6.5% | 0.63% | -11.2% |
| GTLS | Sell | CHART INDUSTRIES | $12,723,000 | -25.7% | 165,498 | -12.5% | 0.63% | -31.6% |
| ENTA | Sell | ENANTA PHARMACEUTICALS | $12,134,000 | -16.1% | 143,799 | -5.0% | 0.60% | -22.7% |
| NVEE | Buy | NV5 GLOBAL | $11,950,000 | +113.3% | 146,810 | +55.6% | 0.59% | +96.3% |
| RUSHA | Sell | RUSH ENTERPRISES | $11,561,000 | -24.8% | 316,573 | -13.9% | 0.57% | -30.9% |
| PRO | Sell | PROS HOLDING | $11,338,000 | +36.3% | 179,226 | -9.0% | 0.56% | +25.3% |
| LAWS | Buy | LAWSON PRODUCTS | $11,294,000 | +17.3% | 307,494 | +0.1% | 0.56% | +7.9% |
| OXFD | Sell | OXFORD IMMUNOTEC GLOBAL PLC | $10,705,000 | -25.3% | 777,964 | -6.5% | 0.53% | -31.3% |
| HUBS | Sell | HUBSPOT | $10,364,000 | -5.7% | 60,778 | -8.1% | 0.51% | -13.2% |
| CWST | Sell | CASELLA WASTE SYSTEMS | $9,878,000 | +6.4% | 249,250 | -4.5% | 0.49% | -2.2% |
| THRM | Sell | GENTHERM | $9,876,000 | +2.3% | 236,104 | -9.8% | 0.49% | -5.8% |
| UPLD | Buy | UPLAND SOFTWARE | $9,788,000 | +18.5% | 214,971 | +10.3% | 0.48% | +9.3% |
| EEFT | Sell | EURONET | $9,790,000 | -27.2% | 58,189 | -38.3% | 0.48% | -33.0% |
| RPD | Sell | RAPID7 | $9,527,000 | +0.2% | 164,708 | -12.3% | 0.47% | -7.8% |
| VCTR | Buy | VICTORY CAPITAL CLASS A | $9,419,000 | +22.2% | 548,271 | +6.8% | 0.46% | +12.3% |
| WAAS | Buy | AQUAVENTURE HOLDINGS LIMITED | $9,275,000 | +91.8% | 464,442 | +85.8% | 0.46% | +76.2% |
| AIN | Sell | ALBANY INT'L | $9,225,000 | +1.5% | 111,268 | -12.4% | 0.46% | -6.6% |
| RMBL | New | RumbleOn Inc. Class B RESTRICT | $9,190,000 | – | 2,051,172 | +100.0% | 0.45% | – |
| FLDM | Sell | FLUIDIGM CORP | $9,060,000 | -12.7% | 735,388 | -5.9% | 0.45% | -19.6% |
| HZO | Buy | MARINEMAX INC | $8,895,000 | +60.3% | 541,078 | +86.8% | 0.44% | +47.7% |
| IIPR | Sell | INNOVATIVE INDUSTRIAL PRODUCTS | $8,695,000 | +45.8% | 70,372 | -3.6% | 0.43% | +34.4% |
| PODD | Sell | INSULET CORP | $8,673,000 | +12.1% | 72,654 | -10.7% | 0.43% | +3.4% |
| PUMP | Sell | PROPETRO HOLDING | $8,669,000 | -19.5% | 418,801 | -12.4% | 0.43% | -26.0% |
| RTEC | Buy | RUDOLPH TECH | $8,667,000 | +47.0% | 313,663 | +21.3% | 0.43% | +35.0% |
| XLRN | Sell | ACCELERON PHARMA | $8,399,000 | -17.4% | 204,444 | -6.4% | 0.42% | -24.0% |
| HCSG | Buy | HEALTHCARE SVCS | $8,305,000 | +29.4% | 273,928 | +40.8% | 0.41% | +18.8% |
| ANGO | Sell | ANGIO DYNAMICS | $7,665,000 | -15.4% | 389,276 | -1.7% | 0.38% | -22.0% |
| LLNW | Sell | LIMELIGHT NETWORKS | $7,542,000 | -19.2% | 2,793,314 | -3.3% | 0.37% | -25.5% |
| ENPH | Buy | ENPHASE ENERGY | $7,392,000 | +203.1% | 405,511 | +53.5% | 0.36% | +178.6% |
| IMMU | Buy | IMMUNOMEDICS | $6,803,000 | +7.9% | 490,501 | +49.5% | 0.34% | -0.6% |
| POWI | Sell | POWER INTEGRATIONS | $6,663,000 | +8.4% | 83,100 | -5.4% | 0.33% | -0.3% |
| GHDX | Sell | GENOMIC HEALTH INC | $6,439,000 | -22.0% | 110,689 | -6.1% | 0.32% | -28.2% |
| SIEN | Buy | SIENTRA | $6,299,000 | +29.5% | 1,022,539 | +80.4% | 0.31% | +19.2% |
| NMRK | Sell | NEWMARK | $6,182,000 | -7.3% | 688,447 | -13.9% | 0.30% | -14.8% |
| VG | Buy | VONAGE HOLDINGS | $6,059,000 | +32.9% | 534,804 | +17.8% | 0.30% | +22.0% |
| WST | Sell | WEST PHARMA SVCS | $5,972,000 | -10.6% | 47,719 | -21.3% | 0.30% | -17.8% |
| KIN | Sell | KINDRED BIOSCIENCES | $5,842,000 | -10.4% | 701,277 | -1.3% | 0.29% | -17.4% |
| DY | New | DYCOM INDUSTRIES | $5,545,000 | – | 94,188 | +100.0% | 0.27% | – |
| INSM | Sell | INSMED | $5,503,000 | -17.3% | 214,980 | -6.1% | 0.27% | -23.8% |
| TWLO | Sell | TWILIO | $5,299,000 | -30.8% | 38,864 | -34.5% | 0.26% | -36.3% |
| ABMD | Sell | ABIOMED | $5,262,000 | -11.4% | 20,200 | -2.9% | 0.26% | -18.5% |
| RUBI | Buy | RUBICON PROJECT INC | $5,191,000 | +16.3% | 816,148 | +11.2% | 0.26% | +7.1% |
| KNSL | Sell | KINSALE CAPITAL GROUP | $5,189,000 | +17.3% | 56,718 | -12.1% | 0.26% | +8.0% |
| CRZO | Sell | CARRIZO OIL AND GAS | $5,135,000 | -45.8% | 512,481 | -32.6% | 0.25% | -50.1% |
| TCBI | Buy | TEXAS CAPITAL BANCSHARES | $5,117,000 | +26.2% | 83,373 | +12.2% | 0.25% | +16.1% |
| APPS | Sell | DIGITAL TURBINE INC | $4,992,000 | -4.7% | 998,340 | -33.3% | 0.25% | -12.1% |
| VCEL | Sell | VERICEL CORPORATION | $4,862,000 | +3.6% | 257,411 | -4.0% | 0.24% | -4.8% |
| REI | Buy | RING ENERGY | $4,814,000 | -13.0% | 1,481,273 | +57.1% | 0.24% | -19.9% |
| GDI | Sell | GARDNER DENVER | $4,503,000 | -47.3% | 130,148 | -57.6% | 0.22% | -51.4% |
| CEVA | Buy | CEVA | $4,438,000 | -4.2% | 182,246 | +6.0% | 0.22% | -12.0% |
| AUTL | Buy | AUTOLUS | $4,441,000 | +56.7% | 275,821 | +206.3% | 0.22% | +44.1% |
| INGN | Sell | INOGEN INC | $4,334,000 | -34.0% | 64,914 | -5.7% | 0.21% | -39.2% |
| QTS | Sell | QTS REALTY TRUST | $4,166,000 | -7.4% | 90,205 | -9.8% | 0.21% | -14.9% |
| PRFT | Sell | PERFICIENT | $4,052,000 | -0.4% | 118,067 | -20.5% | 0.20% | -8.3% |
| RDWR | Sell | RADWARE | $3,907,000 | -17.7% | 158,006 | -13.0% | 0.19% | -24.3% |
| OKTA | Sell | OKTA INC | $3,915,000 | -0.6% | 31,697 | -33.4% | 0.19% | -9.0% |
| CLDR | Buy | CLOUDERA, INC | $3,887,000 | -2.5% | 739,063 | +102.8% | 0.19% | -10.3% |
| ICPT | Sell | INTERCEPT PHARMACEUTICALS | $3,844,000 | -34.8% | 48,305 | -8.4% | 0.19% | -40.1% |
| JYNT | Sell | JOINT CORP | $3,820,000 | +15.2% | 209,911 | -0.3% | 0.19% | +6.2% |
| GNFT | Sell | GENFIT SA ADR | $3,776,000 | -21.3% | 191,200 | -4.4% | 0.19% | -27.5% |
| DBX | Sell | DROPBOX INC | $3,653,000 | -3.4% | 145,825 | -15.9% | 0.18% | -10.8% |
| IOTS | Buy | ADESTO TECHNOLOGIES | $3,652,000 | +55.7% | 448,117 | +15.6% | 0.18% | +42.9% |
| CYBR | Sell | CYBERARK SOFTWARE | $3,645,000 | -30.9% | 28,510 | -35.6% | 0.18% | -36.4% |
| MGNX | Sell | MACROGENICS | $3,639,000 | -11.1% | 214,415 | -5.8% | 0.18% | -18.2% |
| WNS | Sell | WNS HOLDINGS LTD | $3,637,000 | -15.0% | 61,439 | -23.5% | 0.18% | -21.7% |
| QLYS | Sell | QUALYS INC | $3,528,000 | -9.5% | 40,514 | -14.0% | 0.17% | -16.7% |
| PSTG | Sell | PURE STORAGE INC | $3,413,000 | -32.8% | 223,535 | -4.2% | 0.17% | -38.1% |
| WAGE | Sell | WAGEWORKS INC | $3,172,000 | +30.9% | 62,449 | -2.7% | 0.16% | +20.8% |
| DXCM | Buy | DEXCOM INC | $3,091,000 | +84.9% | 20,628 | +46.9% | 0.15% | +70.0% |
| IVC | Sell | INVACARE | $2,997,000 | -42.5% | 577,517 | -7.3% | 0.15% | -47.1% |
| FNSR | FINISAR | $2,911,000 | -1.3% | 127,278 | 0.0% | 0.14% | -8.9% | |
| PTC | Sell | PTC INC | $2,924,000 | -16.7% | 32,579 | -14.5% | 0.14% | -23.8% |
| IPHI | Sell | INPHI | $2,909,000 | -3.1% | 58,055 | -15.4% | 0.14% | -10.6% |
| CAI | Sell | CAI INTERNATIONAL INC | $2,878,000 | -48.2% | 115,941 | -51.6% | 0.14% | -52.5% |
| VCYT | New | VERACYTE INC | $2,800,000 | – | 98,194 | +100.0% | 0.14% | – |
| KIDS | Buy | ORTHOPEDIATRICS | $2,658,000 | +41.8% | 68,165 | +60.8% | 0.13% | +29.7% |
| ZS | Sell | ZSCALER INC | $2,634,000 | -21.7% | 34,373 | -27.5% | 0.13% | -28.2% |
| PRLB | Sell | PROTO LABS | $2,623,000 | +0.4% | 22,608 | -9.0% | 0.13% | -7.1% |
| CTSO | Buy | CYTOSORBENTS CORPORATION | $2,617,000 | +6.2% | 395,875 | +21.6% | 0.13% | -2.3% |
| TER | Sell | TERADYNE | $2,589,000 | -4.5% | 54,037 | -20.6% | 0.13% | -12.3% |
| BGCP | Sell | BGC PARTNERS INC | $2,553,000 | -14.0% | 488,069 | -12.7% | 0.13% | -20.8% |
| MINI | Sell | MOBILE MINI | $2,525,000 | -15.3% | 82,987 | -5.6% | 0.12% | -21.9% |
| TTGT | Sell | TECHTARGET INC | $2,533,000 | -58.6% | 119,184 | -68.3% | 0.12% | -62.0% |
| KNX | Sell | KNIGHT-SWIFT TRANS | $2,382,000 | -85.1% | 72,537 | -85.1% | 0.12% | -86.2% |
| SLAB | Sell | SILICON LABORATORIES INC | $2,285,000 | +14.0% | 22,101 | -10.8% | 0.11% | +4.6% |
| EVH | Sell | EVOLENT HEALTH | $2,259,000 | -43.2% | 284,178 | -10.1% | 0.11% | -47.7% |
| CTG | Sell | COMPUTER TASK GROUP | $2,253,000 | -7.0% | 561,899 | -0.3% | 0.11% | -14.6% |
| HIVE | Sell | AEROHIVE NETWORKS INC | $2,220,000 | -63.0% | 501,050 | -62.2% | 0.11% | -65.8% |
| SOHO | Buy | SOTHERLY HOTELS | $2,191,000 | +31.3% | 314,808 | +28.4% | 0.11% | +20.0% |
| LQDT | Buy | LIQUIDITY SERVICES | $2,164,000 | -13.2% | 355,414 | +9.9% | 0.11% | -20.1% |
| BLFS | Sell | BIOLIFE SOLUTIONS | $2,144,000 | -5.3% | 126,490 | -0.0% | 0.11% | -13.1% |
| ECPG | Sell | ENCORE CAP GROUP | $2,135,000 | -0.9% | 63,023 | -20.3% | 0.11% | -8.6% |
| NTNX | Sell | NUTANIX | $2,146,000 | -33.9% | 82,712 | -3.9% | 0.11% | -39.1% |
| COLL | Sell | COLLEGIUM PHARMACEUTICAL | $2,133,000 | -28.2% | 162,213 | -17.3% | 0.10% | -34.0% |
| CYRX | Sell | CRYOPORT | $2,104,000 | +41.8% | 114,829 | -0.0% | 0.10% | +30.0% |
| NEWR | Sell | NEW RELIC | $2,092,000 | -22.9% | 24,186 | -12.1% | 0.10% | -29.5% |
| TRTN | Sell | TRITON INTL LTD/BERMUDA | $2,032,000 | -14.1% | 62,034 | -18.4% | 0.10% | -21.3% |
| LGND | Sell | LIGAND PHARMACEUTICALS | $2,002,000 | -53.3% | 17,541 | -48.5% | 0.10% | -57.0% |
| PFPT | Sell | PROOFPOINT | $1,977,000 | -16.0% | 16,442 | -15.1% | 0.10% | -22.2% |
| MPWR | Sell | MONOLITHIC POWER | $1,969,000 | -13.8% | 14,498 | -14.0% | 0.10% | -21.1% |
| AKAM | Sell | AKAMAI | $1,901,000 | +2.4% | 23,719 | -8.4% | 0.09% | -6.0% |
| HBIO | Sell | HARVARD BIOSCIENCE | $1,848,000 | -56.5% | 923,773 | -6.4% | 0.09% | -60.1% |
| PFIE | Sell | PROFIRE ENERGY | $1,845,000 | -15.6% | 1,221,531 | -0.0% | 0.09% | -22.2% |
| MPAA | Sell | MOTOR PARTS OF AMERICA | $1,845,000 | -5.8% | 86,164 | -17.0% | 0.09% | -13.3% |
| GMED | New | GLOBUS MEDICAL INC. | $1,815,000 | – | 42,916 | +100.0% | 0.09% | – |
| FENC | Buy | FENNEC PHARMACEUTICALS | $1,756,000 | -11.9% | 439,083 | +6.9% | 0.09% | -18.7% |
| STIM | Sell | NEURONETICS | $1,672,000 | -28.1% | 133,649 | -12.3% | 0.08% | -33.6% |
| CTMX | Sell | CYTOMX THERAPEUTICS | $1,652,000 | -1.7% | 147,223 | -5.9% | 0.08% | -8.9% |
| SPRO | Sell | SPERO THERAPEUTICS | $1,592,000 | -11.6% | 138,295 | -1.6% | 0.08% | -18.6% |
| ITRM | Buy | ITERUM THERAPEUTICS | $1,602,000 | -12.7% | 232,866 | +0.5% | 0.08% | -20.2% |
| CRSP | Sell | CRISPR THERAPEUTICS | $1,504,000 | +28.9% | 31,927 | -2.2% | 0.07% | +17.5% |
| AERI | Buy | AERI PHARMACEUTICALS | $1,498,000 | -9.0% | 50,685 | +46.2% | 0.07% | -15.9% |
| MLNTQ | Sell | MELINTA THERAPEUTICS | $1,480,000 | +82.0% | 222,571 | -2.8% | 0.07% | +65.9% |
| GTTN | Sell | GTT COMMUNICATION | $1,389,000 | -55.4% | 78,937 | -12.0% | 0.07% | -58.7% |
| TRUP | Sell | TRUPANION | $1,371,000 | -10.8% | 37,946 | -19.2% | 0.07% | -18.1% |
| HTGM | Sell | HTG MOLECULAR DIAGNOSTICS | $1,336,000 | -34.9% | 804,964 | -2.0% | 0.07% | -40.0% |
| EDIT | Sell | EDITAS MEDICINE | $1,257,000 | -1.7% | 50,796 | -2.9% | 0.06% | -10.1% |
| MTN | Sell | VAIL RESORTS INC | $1,007,000 | -69.9% | 4,512 | -70.7% | 0.05% | -72.2% |
| SGMO | Sell | SANGAMO BIOSCIENCES | $1,015,000 | +9.8% | 94,249 | -2.7% | 0.05% | 0.0% |
| XENE | Sell | XENON PHARMACEUTICALS | $969,000 | -12.2% | 98,259 | -9.6% | 0.05% | -18.6% |
| NTLA | Sell | INTELLIA THERAPEUTICS | $903,000 | -6.8% | 55,163 | -2.8% | 0.04% | -13.5% |
| ETTX | Sell | ENTASIS THERAPEUTICS HOLDINGS | $894,000 | -8.5% | 138,541 | -4.2% | 0.04% | -15.4% |
| TOWR | New | TOWER INTERNATIONAL INC | $774,000 | – | 39,702 | +100.0% | 0.04% | – |
| MTCH | Sell | MATCH GROUP | $745,000 | -27.8% | 11,074 | -39.2% | 0.04% | -32.7% |
| CDTX | Sell | CIDARA THERAPEUTICS | $735,000 | -37.1% | 437,315 | -0.8% | 0.04% | -42.9% |
| RP | Sell | REALPAGE | $669,000 | -44.0% | 11,360 | -42.3% | 0.03% | -48.4% |
| PRTK | Sell | PARATEK PHARMACEUTICALS | $664,000 | -26.6% | 166,512 | -1.3% | 0.03% | -32.7% |
| HDSN | Sell | HUDSON TECHNOLOGIES | $617,000 | -76.1% | 717,834 | -46.3% | 0.03% | -78.3% |
| MIXT | Sell | MiX TELEMATICS LIMITED SPONSOR | $582,000 | -22.3% | 38,712 | -13.9% | 0.03% | -27.5% |
| ANGI | Sell | ANGI HOME SERVICES | $563,000 | -17.9% | 43,246 | -2.6% | 0.03% | -24.3% |
| Buy | NABRIVA THERAPEUTICS PLC | $563,000 | -0.4% | 231,754 | +0.2% | 0.03% | -6.7% | |
| JNCE | Sell | JOUNCE THERAPEUTICS | $575,000 | -26.1% | 116,080 | -7.5% | 0.03% | -33.3% |
| LYV | Sell | LIVE NATION INC | $492,000 | -17.6% | 7,424 | -21.0% | 0.02% | -25.0% |
| GTN | New | GRAY TELEVISION | $422,000 | – | 25,719 | +100.0% | 0.02% | – |
| MGPI | Buy | MGP INGREDIENTS | $309,000 | +37.3% | 4,663 | +60.0% | 0.02% | +25.0% |
| STNG | New | SCORPIO TANKERS | $285,000 | – | 9,653 | +100.0% | 0.01% | – |
| TOCA | Sell | TOCAGEN | $264,000 | -38.7% | 39,501 | -0.3% | 0.01% | -43.5% |
| IONS | New | IONIS PHARMACEUTICALS | $228,000 | – | 3,541 | +100.0% | 0.01% | – |
| ENSV | Sell | ENSERVCO | $112,000 | -86.1% | 297,743 | -80.5% | 0.01% | -86.0% |
| GWR | Exit | GENESEE & WYOMING | $0 | – | -2,500 | -100.0% | -0.01% | – |
| EVBG | Exit | EVERBRIDGE | $0 | – | -3,148 | -100.0% | -0.01% | – |
| NVTRQ | Exit | NUVECTRA CORP | $0 | – | -38,150 | -100.0% | -0.02% | – |
| VIVE | Exit | VIVEVE MEDICAL INC | $0 | – | -594,763 | -100.0% | -0.03% | – |
| JRVR | Exit | JAMES RIVER GROUP | $0 | – | -15,385 | -100.0% | -0.03% | – |
| AFHIF | Exit | ATLAS FINANCIAL HOLDINGS | $0 | – | -348,982 | -100.0% | -0.05% | – |
| EXTR | Exit | EXTREME NETWORKS | $0 | – | -215,292 | -100.0% | -0.09% | – |
| ECHO | Exit | ECHO GLOBAL LOGISTICS | $0 | – | -124,975 | -100.0% | -0.17% | – |
| ADSW | Exit | ADVANCED DISPOSAL SERVICES INC | $0 | – | -121,404 | -100.0% | -0.18% | – |
| STMP | Exit | STAMPS.COM | $0 | – | -45,381 | -100.0% | -0.20% | – |
| MLNX | Exit | MELLANOX TECHNOLOGIES | $0 | – | -49,234 | -100.0% | -0.31% | – |
| AMBR | Exit | AMBER ROAD | $0 | – | -734,541 | -100.0% | -0.34% | – |
| CHUY | Exit | CHUY'S HOLDINGS INC. | $0 | – | -358,064 | -100.0% | -0.44% | – |
| RAMP | Exit | LIVERAMP HOLDING INC | $0 | – | -160,822 | -100.0% | -0.47% | – |
| RNG | Exit | RINGCENTRAL | $0 | – | -110,535 | -100.0% | -0.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
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 | 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.