$1.82 Billion is the total value of Granahan Investment Management's 181 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 15.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LPSN | Sell | LIVEPERSON | $86,562,000 | +7.7% | 2,424,695 | -15.4% | 4.76% | +19.9% |
| CSGP | Sell | COSTAR CORP | $84,371,000 | -11.4% | 142,230 | -17.3% | 4.64% | -1.4% |
| ETSY | Buy | ETSY INC | $75,453,000 | +8.6% | 1,335,450 | +18.0% | 4.15% | +21.0% |
| PCTY | Buy | PAYLOCITY HOLDINGS CORP | $67,182,000 | +24.0% | 688,481 | +19.2% | 3.70% | +38.1% |
| PAYC | Sell | PAYCOM SOFTWARE | $47,998,000 | -26.5% | 229,118 | -20.4% | 2.64% | -18.1% |
| AXON | Buy | AXON ENTERPRISE | $43,550,000 | +1.6% | 766,991 | +14.9% | 2.40% | +13.1% |
| KRNT | Sell | KORNIT DIGITAL | $42,284,000 | -10.6% | 1,373,757 | -8.0% | 2.33% | -0.4% |
| VRTU | Buy | VIRTUSA CORP | $41,985,000 | -3.8% | 1,165,610 | +18.7% | 2.31% | +7.1% |
| SPSC | Buy | SPS COMMERCE | $40,995,000 | +60.4% | 870,931 | +248.4% | 2.26% | +78.6% |
| COUP | Sell | COUPA SOFTWARE INC | $39,797,000 | -38.1% | 307,144 | -39.5% | 2.19% | -31.1% |
| BRKS | Sell | BROOKS AUTOMATION | $38,821,000 | -5.8% | 1,048,362 | -1.4% | 2.14% | +4.9% |
| OSIS | Sell | OSI SYSTEMS | $38,725,000 | -20.8% | 381,297 | -12.2% | 2.13% | -11.8% |
| OSW | Sell | ONESPAWORLD HOLDINGS LTD | $38,033,000 | -15.2% | 2,448,973 | -15.4% | 2.09% | -5.6% |
| HQY | Buy | HEALTHEQUITY | $34,445,000 | +13.3% | 602,767 | +29.7% | 1.90% | +26.2% |
| EHTH | Sell | EHEALTH INC | $30,115,000 | -34.0% | 450,884 | -14.9% | 1.66% | -26.5% |
| ENPH | Buy | ENPHASE ENERGY | $29,011,000 | +292.5% | 1,305,022 | +221.8% | 1.60% | +337.3% |
| TDOC | Buy | TELADOC | $28,670,000 | +16.4% | 423,355 | +14.1% | 1.58% | +29.7% |
| CSOD | Buy | CORNERSTONE ONDEMAND | $28,451,000 | +12.5% | 518,983 | +18.8% | 1.57% | +25.3% |
| CHGG | Buy | CHEGG INC | $27,220,000 | +80.7% | 908,849 | +132.8% | 1.50% | +101.3% |
| MDCO | Buy | MEDICINES CO | $22,108,000 | +38.0% | 442,161 | +0.7% | 1.22% | +53.7% |
| GLOB | Sell | GLOBANT SA | $21,848,000 | -32.4% | 238,564 | -25.4% | 1.20% | -24.7% |
| ROLL | Sell | RBC BEARINGS | $21,686,000 | -1.4% | 130,710 | -0.9% | 1.19% | +9.8% |
| CNMD | Buy | CONMED CORP | $19,384,000 | +19.3% | 201,601 | +6.1% | 1.07% | +32.9% |
| CMCO | Buy | COLUMBUS MCKINNON CORPORATION | $19,132,000 | -6.7% | 525,162 | +7.5% | 1.05% | +3.9% |
| NEO | Buy | NEOGENOMICS | $18,837,000 | -8.5% | 985,218 | +5.0% | 1.04% | +2.0% |
| RGEN | Sell | REPLIGEN | $18,612,000 | -15.3% | 242,688 | -5.1% | 1.02% | -5.7% |
| EXAS | Sell | EXACT SCIENCES | $18,495,000 | -27.7% | 204,655 | -5.5% | 1.02% | -19.5% |
| STRA | Sell | STRATEGIC EDUCATION | $18,408,000 | -39.0% | 135,470 | -20.1% | 1.01% | -32.1% |
| CARB | Sell | CARBONITE INC | $18,101,000 | -50.6% | 1,168,588 | -16.9% | 1.00% | -45.0% |
| ENSG | Buy | ENSIGN GROUP | $17,727,000 | -13.3% | 373,748 | +4.1% | 0.98% | -3.5% |
| PLOW | Buy | DOUGLAS DYNAMICS | $17,654,000 | +17.6% | 396,102 | +5.0% | 0.97% | +30.9% |
| ARGX | Buy | ARGENX SE ADR | $17,296,000 | -15.2% | 151,770 | +5.3% | 0.95% | -5.6% |
| MIME | Sell | MIMECAST LIMITED | $16,395,000 | -57.5% | 459,622 | -44.4% | 0.90% | -52.7% |
| PS | New | PLURALSIGHT INC CLASS A | $16,192,000 | – | 964,081 | +100.0% | 0.89% | – |
| BOOM | Buy | DMC GLOBAL INC | $14,362,000 | -7.0% | 326,568 | +33.9% | 0.79% | +3.5% |
| CSII | Sell | CARDIOVASCULAR SYSTEMS | $13,625,000 | -17.8% | 286,727 | -25.8% | 0.75% | -8.4% |
| OXFD | Buy | OXFORD IMMUNOTEC GLOBAL PLC | $13,507,000 | +26.2% | 812,227 | +4.4% | 0.74% | +40.5% |
| LAWS | Buy | LAWSON PRODUCTS | $12,430,000 | +10.1% | 320,927 | +4.4% | 0.68% | +22.6% |
| RUSHA | Buy | RUSH ENTERPRISES | $12,415,000 | +7.4% | 321,798 | +1.7% | 0.68% | +19.6% |
| MTRN | Buy | MATERION CORPORATION | $12,347,000 | -5.8% | 201,215 | +4.1% | 0.68% | +4.9% |
| LXFR | Buy | LUXFER HOLDINGS PLC | $12,024,000 | -32.4% | 771,788 | +6.5% | 0.66% | -24.6% |
| TITN | Buy | TITAN MACHINERY | $11,833,000 | -21.6% | 825,142 | +12.5% | 0.65% | -12.7% |
| GTLS | Buy | CHART INDUSTRIES | $11,451,000 | -10.0% | 183,628 | +11.0% | 0.63% | +0.2% |
| JBT | Buy | JOHN BEAN TECHNOLOGIES | $11,349,000 | -11.8% | 114,139 | +7.5% | 0.62% | -1.9% |
| SSTI | Buy | SHOTSPOTTER | $11,134,000 | -35.2% | 483,448 | +24.4% | 0.61% | -27.8% |
| PRO | Buy | PROS HOLDING | $10,872,000 | -4.1% | 182,421 | +1.8% | 0.60% | +6.8% |
| MOD | Buy | MODINE MANUFACTURING | $10,788,000 | -15.8% | 948,789 | +6.0% | 0.59% | -6.2% |
| NVEE | Buy | NV5 GLOBAL | $10,643,000 | -10.9% | 155,898 | +6.2% | 0.59% | -0.8% |
| WAAS | Buy | AQUAVENTURE HOLDINGS LIMITED | $10,380,000 | +11.9% | 534,213 | +15.0% | 0.57% | +24.7% |
| THRM | Buy | GENTHERM | $10,342,000 | +4.7% | 251,724 | +6.6% | 0.57% | +16.6% |
| UPLD | Buy | UPLAND SOFTWARE | $10,153,000 | +3.7% | 291,239 | +35.5% | 0.56% | +15.5% |
| TWOU | Sell | 2U INC | $9,934,000 | -75.1% | 610,197 | -42.4% | 0.55% | -72.2% |
| AIN | Sell | ALBANY INT'L | $9,859,000 | +6.9% | 109,347 | -1.7% | 0.54% | +18.9% |
| LLNW | Buy | LIMELIGHT NETWORKS | $9,722,000 | +28.9% | 3,208,416 | +14.9% | 0.54% | +43.4% |
| VCTR | Buy | VICTORY CAPITAL CLASS A | $9,482,000 | +0.7% | 616,501 | +12.4% | 0.52% | +12.3% |
| CWST | Sell | CASELLA WASTE SYSTEMS | $9,218,000 | -6.7% | 214,674 | -13.9% | 0.51% | +3.9% |
| INSM | Buy | INSMED | $9,190,000 | +67.0% | 520,969 | +142.3% | 0.51% | +86.0% |
| QTWO | Sell | Q2 HOLDINGS | $9,091,000 | -56.5% | 115,266 | -57.9% | 0.50% | -51.6% |
| HZO | Buy | MARINEMAX INC | $9,070,000 | +2.0% | 585,887 | +8.3% | 0.50% | +13.4% |
| DY | Buy | DYCOM INDUSTRIES | $9,068,000 | +63.5% | 177,638 | +88.6% | 0.50% | +82.1% |
| LOPE | Sell | GRAND CANYON EDUCATION | $9,051,000 | -62.5% | 92,172 | -55.3% | 0.50% | -58.2% |
| ENTA | Buy | ENANTA PHARMACEUTICALS | $8,928,000 | -26.4% | 148,604 | +3.3% | 0.49% | -18.2% |
| RTEC | Buy | RUDOLPH TECH | $8,682,000 | +0.2% | 329,356 | +5.0% | 0.48% | +11.7% |
| HUBS | Sell | HUBSPOT | $8,583,000 | -17.2% | 56,614 | -6.9% | 0.47% | -7.8% |
| XLRN | Buy | ACCELERON PHARMA | $8,496,000 | +1.2% | 215,027 | +5.2% | 0.47% | +12.5% |
| GHDX | Buy | GENOMIC HEALTH INC | $7,859,000 | +22.1% | 115,880 | +4.7% | 0.43% | +35.8% |
| POWI | Buy | POWER INTEGRATIONS | $7,852,000 | +17.8% | 86,825 | +4.5% | 0.43% | +31.3% |
| RPD | Buy | RAPID7 | $7,803,000 | -18.1% | 171,913 | +4.4% | 0.43% | -8.9% |
| ANGO | Buy | ANGIO DYNAMICS | $7,666,000 | +0.0% | 416,200 | +6.9% | 0.42% | +11.3% |
| EEFT | Sell | EURONET | $7,371,000 | -24.7% | 50,386 | -13.4% | 0.41% | -16.1% |
| IMMU | Buy | IMMUNOMEDICS | $7,111,000 | +4.5% | 536,288 | +9.3% | 0.39% | +16.4% |
| RUBI | Sell | RUBICON PROJECT INC | $6,980,000 | +34.5% | 801,366 | -1.8% | 0.38% | +49.4% |
| NMRK | Buy | NEWMARK | $6,835,000 | +10.6% | 754,468 | +9.6% | 0.38% | +23.3% |
| IIPR | Buy | INNOVATIVE INDUSTRIAL PRODUCTS | $6,586,000 | -24.3% | 71,305 | +1.3% | 0.36% | -15.8% |
| RMBL | Buy | RumbleOn Inc. Class B RESTRICT | $5,997,000 | -34.7% | 2,074,861 | +1.2% | 0.33% | -27.3% |
| CEVA | Buy | CEVA | $5,957,000 | +34.2% | 199,509 | +9.5% | 0.33% | +49.8% |
| VG | Sell | VONAGE HOLDINGS | $5,922,000 | -2.3% | 524,078 | -2.0% | 0.33% | +9.0% |
| ESPR | New | ESPERION THERAPEUTICS | $5,669,000 | – | 154,628 | +100.0% | 0.31% | – |
| CYRX | Buy | CRYOPORT | $5,461,000 | +159.6% | 333,923 | +190.8% | 0.30% | +188.5% |
| HBIO | Buy | HARVARD BIOSCIENCE | $5,449,000 | +194.9% | 1,771,964 | +91.8% | 0.30% | +229.7% |
| KNSL | Sell | KINSALE CAPITAL GROUP | $5,407,000 | +4.2% | 52,338 | -7.7% | 0.30% | +16.4% |
| WST | Sell | WEST PHARMA SVCS | $5,390,000 | -9.7% | 38,009 | -20.3% | 0.30% | +0.7% |
| CLDR | Sell | CLOUDERA, INC | $5,309,000 | +36.6% | 599,163 | -18.9% | 0.29% | +52.1% |
| PODD | Sell | INSULET CORP | $5,308,000 | -38.8% | 32,185 | -55.7% | 0.29% | -31.9% |
| APPS | Sell | DIGITAL TURBINE INC | $5,264,000 | +5.4% | 816,794 | -18.2% | 0.29% | +17.4% |
| KIN | Buy | KINDRED BIOSCIENCES | $5,085,000 | -13.0% | 742,274 | +5.8% | 0.28% | -3.1% |
| SIEN | Sell | SIENTRA | $4,986,000 | -20.8% | 769,512 | -24.7% | 0.27% | -11.9% |
| AERI | Buy | AERI PHARMACEUTICALS | $4,862,000 | +224.6% | 252,942 | +399.0% | 0.27% | +262.2% |
| PSTG | Buy | PURE STORAGE INC | $4,708,000 | +37.9% | 277,934 | +24.3% | 0.26% | +53.3% |
| DBX | Buy | DROPBOX INC | $4,693,000 | +28.5% | 232,664 | +59.6% | 0.26% | +42.5% |
| BLFS | Buy | BIOLIFE SOLUTIONS | $4,490,000 | +109.4% | 270,085 | +113.5% | 0.25% | +133.0% |
| PRFT | Sell | PERFICIENT | $4,460,000 | +10.1% | 115,607 | -2.1% | 0.24% | +22.5% |
| TCBI | Sell | TEXAS CAPITAL BANCSHARES | $4,385,000 | -14.3% | 80,233 | -3.8% | 0.24% | -4.7% |
| TWLO | Buy | TWILIO | $4,342,000 | -18.1% | 39,487 | +1.6% | 0.24% | -8.8% |
| VCEL | Buy | VERICEL CORPORATION | $4,251,000 | -12.6% | 280,774 | +9.1% | 0.23% | -2.5% |
| IVC | Sell | INVACARE | $4,234,000 | +41.3% | 564,564 | -2.2% | 0.23% | +57.4% |
| IOTS | Buy | ADESTO TECHNOLOGIES | $4,131,000 | +13.1% | 482,575 | +7.7% | 0.23% | +26.1% |
| JYNT | Buy | JOINT CORP | $3,976,000 | +4.1% | 213,667 | +1.8% | 0.22% | +15.9% |
| GTN | Buy | GRAY TELEVISION | $3,937,000 | +832.9% | 241,218 | +837.9% | 0.22% | +933.3% |
| PUMP | Buy | PROPETRO HOLDING | $3,937,000 | -54.6% | 433,119 | +3.4% | 0.22% | -49.3% |
| RDWR | Sell | RADWARE | $3,808,000 | -2.5% | 156,954 | -0.7% | 0.21% | +8.8% |
| QTS | Sell | QTS REALTY TRUST | $3,791,000 | -9.0% | 73,747 | -18.2% | 0.21% | +1.5% |
| AUTL | Buy | AUTOLUS | $3,783,000 | -14.8% | 304,615 | +10.4% | 0.21% | -5.0% |
| WNS | Sell | WNS HOLDINGS LTD | $3,536,000 | -2.8% | 60,195 | -2.0% | 0.20% | +8.3% |
| GNFT | Buy | GENFIT SA ADR | $3,477,000 | -7.9% | 199,695 | +4.4% | 0.19% | +2.1% |
| ICPT | Buy | INTERCEPT PHARMACEUTICALS | $3,449,000 | -10.3% | 51,968 | +7.6% | 0.19% | 0.0% |
| MINI | Buy | MOBILE MINI | $3,411,000 | +35.1% | 92,529 | +11.5% | 0.19% | +50.4% |
| IPHI | Sell | INPHI | $3,423,000 | +17.7% | 56,063 | -3.4% | 0.19% | +30.6% |
| DXCM | Buy | DEXCOM INC | $3,395,000 | +9.8% | 22,750 | +10.3% | 0.19% | +22.2% |
| CTSO | Buy | CYTOSORBENTS CORPORATION | $3,343,000 | +27.7% | 664,704 | +67.9% | 0.18% | +42.6% |
| VCYT | Buy | VERACYTE INC | $3,241,000 | +15.8% | 135,050 | +37.5% | 0.18% | +29.0% |
| REI | Buy | RING ENERGY | $3,214,000 | -33.2% | 1,959,701 | +32.3% | 0.18% | -25.6% |
| KIDS | Buy | ORTHOPEDIATRICS | $3,169,000 | +19.2% | 89,874 | +31.8% | 0.17% | +32.8% |
| OKTA | Sell | OKTA INC | $3,115,000 | -20.4% | 31,637 | -0.2% | 0.17% | -11.4% |
| NTNX | Buy | NUTANIX | $3,067,000 | +42.9% | 116,853 | +41.3% | 0.17% | +59.4% |
| GMED | Buy | GLOBUS MEDICAL INC. | $3,034,000 | +67.2% | 59,344 | +38.3% | 0.17% | +85.6% |
| QLYS | Sell | QUALYS INC | $3,008,000 | -14.7% | 39,810 | -1.7% | 0.17% | -4.6% |
| ECPG | Buy | ENCORE CAP GROUP | $2,926,000 | +37.0% | 87,793 | +39.3% | 0.16% | +51.9% |
| TER | Sell | TERADYNE | $2,907,000 | +12.3% | 50,195 | -7.1% | 0.16% | +25.0% |
| MGNX | Buy | MACROGENICS | $2,862,000 | -21.4% | 224,256 | +4.6% | 0.16% | -12.8% |
| CTG | Buy | COMPUTER TASK GROUP | $2,860,000 | +26.9% | 571,961 | +1.8% | 0.16% | +41.4% |
| FLDM | Sell | FLUIDIGM CORP | $2,764,000 | -69.5% | 596,879 | -18.8% | 0.15% | -66.1% |
| CYBR | Sell | CYBERARK SOFTWARE | $2,736,000 | -24.9% | 27,413 | -3.8% | 0.15% | -16.1% |
| TTGT | Buy | TECHTARGET INC | $2,689,000 | +6.2% | 119,362 | +0.1% | 0.15% | +18.4% |
| BGCP | Sell | BGC PARTNERS INC | $2,499,000 | -2.1% | 454,432 | -6.9% | 0.14% | +9.5% |
| LQDT | Sell | LIQUIDITY SERVICES | $2,438,000 | +12.7% | 329,423 | -7.3% | 0.13% | +25.2% |
| PFIE | Buy | PROFIRE ENERGY | $2,350,000 | +27.4% | 1,243,345 | +1.8% | 0.13% | +41.8% |
| SLAB | Sell | SILICON LABORATORIES INC | $2,353,000 | +3.0% | 21,136 | -4.4% | 0.13% | +14.2% |
| BFAM | New | BRIGHT HORIZONS | $2,343,000 | – | 15,362 | +100.0% | 0.13% | – |
| NET | New | CLOUDFLARE INC CLASS A | $2,321,000 | – | 124,988 | +100.0% | 0.13% | – |
| PRLB | PROTO LABS | $2,308,000 | -12.0% | 22,608 | 0.0% | 0.13% | -2.3% | |
| MPWR | MONOLITHIC POWER | $2,256,000 | +14.6% | 14,498 | 0.0% | 0.12% | +27.8% | |
| PTC | PTC INC | $2,221,000 | -24.0% | 32,579 | 0.0% | 0.12% | -15.3% | |
| EVH | Buy | EVOLENT HEALTH | $2,204,000 | -2.4% | 306,525 | +7.9% | 0.12% | +8.0% |
| FENC | Buy | FENNEC PHARMACEUTICALS | $2,193,000 | +24.9% | 455,979 | +3.8% | 0.12% | +39.1% |
| PFPT | Buy | PROOFPOINT | $2,175,000 | +10.0% | 16,852 | +2.5% | 0.12% | +22.4% |
| SOHO | Buy | SOTHERLY HOTELS | $2,143,000 | -2.2% | 320,402 | +1.8% | 0.12% | +9.3% |
| QTRX | New | QUANTERIX CORPORATION | $2,084,000 | – | 94,912 | +100.0% | 0.12% | – |
| LGND | Buy | LIGAND PHARMACEUTICALS | $2,046,000 | +2.2% | 20,556 | +17.2% | 0.11% | +14.1% |
| STNG | Buy | SCORPIO TANKERS | $1,917,000 | +572.6% | 64,403 | +567.2% | 0.10% | +650.0% |
| AKAM | Sell | AKAMAI | $1,893,000 | -0.4% | 20,720 | -12.6% | 0.10% | +10.6% |
| ZS | Buy | ZSCALER INC | $1,830,000 | -30.5% | 38,716 | +12.6% | 0.10% | -22.3% |
| MPAA | Buy | MOTOR PARTS OF AMERICA | $1,807,000 | -2.1% | 106,913 | +24.1% | 0.10% | +8.8% |
| NEWR | Buy | NEW RELIC | $1,773,000 | -15.2% | 28,849 | +19.3% | 0.10% | -4.9% |
| MTN | Buy | VAIL RESORTS INC | $1,617,000 | +60.6% | 7,107 | +57.5% | 0.09% | +78.0% |
| ABMD | Sell | ABIOMED | $1,619,000 | -69.2% | 9,103 | -54.9% | 0.09% | -65.8% |
| SPRO | Buy | SPERO THERAPEUTICS | $1,564,000 | -1.8% | 147,543 | +6.7% | 0.09% | +8.9% |
| CLAR | New | CLARUS CORPORATION | $1,490,000 | – | 127,092 | +100.0% | 0.08% | – |
| MMSI | New | MERIT MEDICAL SYSTEMS | $1,495,000 | – | 49,075 | +100.0% | 0.08% | – |
| CRSP | Buy | CRISPR THERAPEUTICS | $1,418,000 | -5.7% | 34,582 | +8.3% | 0.08% | +5.4% |
| ITRM | Buy | ITERUM THERAPEUTICS | $1,398,000 | -12.7% | 242,226 | +4.0% | 0.08% | -2.5% |
| EDIT | Buy | EDITAS MEDICINE | $1,251,000 | -0.5% | 55,017 | +8.3% | 0.07% | +11.3% |
| MIXT | Buy | MiX TELEMATICS LIMITED SPONS | $1,160,000 | +99.3% | 83,186 | +114.9% | 0.06% | +120.7% |
| CTMX | Buy | CYTOMX THERAPEUTICS | $1,132,000 | -31.5% | 153,397 | +4.2% | 0.06% | -24.4% |
| XENE | Buy | XENON PHARMACEUTICALS | $959,000 | -1.0% | 106,459 | +8.3% | 0.05% | +10.4% |
| IIVI | New | II-VI | $962,000 | – | 27,312 | +100.0% | 0.05% | – |
| SGMO | Buy | SANGAMO BIOSCIENCES | $920,000 | -9.4% | 101,619 | +7.8% | 0.05% | +2.0% |
| MTCH | Buy | MATCH GROUP | $918,000 | +23.2% | 12,850 | +16.0% | 0.05% | +37.8% |
| CDTX | Buy | CIDARA THERAPEUTICS | $926,000 | +26.0% | 464,164 | +6.1% | 0.05% | +41.7% |
| MLNTQ | Buy | MELINTA THERAPEUTICS | $917,000 | -38.0% | 240,771 | +8.2% | 0.05% | -31.5% |
| ETTX | Buy | ENTASIS THERAPEUTICS HOLDINGS | $840,000 | -6.0% | 141,012 | +1.8% | 0.05% | +4.5% |
| NTLA | Buy | INTELLIA THERAPEUTICS | $797,000 | -11.7% | 59,691 | +8.2% | 0.04% | -2.2% |
| GTTN | Buy | GTT COMMUNICATION | $769,000 | -44.6% | 81,627 | +3.4% | 0.04% | -39.1% |
| TRTN | Sell | TRITON INTL LTD/BERMUDA | $767,000 | -62.3% | 22,680 | -63.4% | 0.04% | -58.0% |
| AKTS | New | AKOUSTIS TECHNOLOGIES | $766,000 | – | 98,887 | +100.0% | 0.04% | – |
| PRTK | Buy | PARATEK PHARMACEUTICALS | $768,000 | +15.7% | 177,873 | +6.8% | 0.04% | +27.3% |
| CAI | Sell | CAI INTERNATIONAL INC | $693,000 | -75.9% | 31,849 | -72.5% | 0.04% | -73.2% |
| SHSP | New | SHARPSPRING | $576,000 | – | 59,338 | +100.0% | 0.03% | – |
| TTOO | New | T2 BIOSYSTEMS | $544,000 | – | 217,774 | +100.0% | 0.03% | – |
| COLL | Sell | COLLEGIUM PHARMACEUTICAL | $467,000 | -78.1% | 40,706 | -74.9% | 0.03% | -75.2% |
| Buy | NABRIVA THERAPEUTICS PLC | $472,000 | -16.2% | 235,875 | +1.8% | 0.03% | -7.1% | |
| LYV | Sell | LIVE NATION INC | $448,000 | -8.9% | 6,748 | -9.1% | 0.02% | +4.2% |
| TACT | New | TRANSACT TECHNOLOGIES INC | $437,000 | – | 35,964 | +100.0% | 0.02% | – |
| JNCE | Buy | JOUNCE THERAPEUTICS | $409,000 | -28.9% | 122,912 | +5.9% | 0.02% | -17.9% |
| STIM | Sell | NEURONETICS | $372,000 | -77.8% | 44,729 | -66.5% | 0.02% | -75.9% |
| RP | Sell | REALPAGE | $309,000 | -53.8% | 4,914 | -56.7% | 0.02% | -48.5% |
| IONS | Buy | IONIS PHARMACEUTICALS | $214,000 | -6.1% | 3,576 | +1.0% | 0.01% | +9.1% |
| RNG | New | RINGCENTRAL | $204,000 | – | 1,627 | +100.0% | 0.01% | – |
| ANGI | Sell | ANGI HOME SERVICES | $173,000 | -69.3% | 24,456 | -43.4% | 0.01% | -64.3% |
| HDSN | Sell | HUDSON TECHNOLOGIES | $167,000 | -72.9% | 235,172 | -67.2% | 0.01% | -70.0% |
| ENSV | Exit | ENSERVCO | $0 | – | -297,743 | -100.0% | -0.01% | – |
| TOCA | Exit | TOCAGEN | $0 | – | -39,501 | -100.0% | -0.01% | – |
| MGPI | Exit | MGP INGREDIENTS | $0 | – | -4,663 | -100.0% | -0.02% | – |
| TOWR | Exit | TOWER INTERNATIONAL INC | $0 | – | -39,702 | -100.0% | -0.04% | – |
| HTGM | Exit | HTG MOLECULAR DIAGNOSTICS | $0 | – | -804,964 | -100.0% | -0.07% | – |
| TRUP | Exit | TRUPANION | $0 | – | -37,946 | -100.0% | -0.07% | – |
| HIVE | Exit | AEROHIVE NETWORKS INC | $0 | – | -501,050 | -100.0% | -0.11% | – |
| KNX | Exit | KNIGHT-SWIFT TRANS | $0 | – | -72,537 | -100.0% | -0.12% | – |
| FNSR | Exit | FINISAR | $0 | – | -127,278 | -100.0% | -0.14% | – |
| WAGE | Exit | WAGEWORKS INC | $0 | – | -62,449 | -100.0% | -0.16% | – |
| INGN | Exit | INOGEN INC | $0 | – | -64,914 | -100.0% | -0.21% | – |
| GDI | Exit | GARDNER DENVER | $0 | – | -130,148 | -100.0% | -0.22% | – |
| CRZO | Exit | CARRIZO OIL AND GAS | $0 | – | -512,481 | -100.0% | -0.25% | – |
| HCSG | Exit | HEALTHCARE SVCS | $0 | – | -273,928 | -100.0% | -0.41% | – |
| SMAR | Exit | SMARTSHEET INC | $0 | – | -377,696 | -100.0% | -0.90% | – |
| TTD | Exit | TRADE DESK INC CLASS A | $0 | – | -113,548 | -100.0% | -1.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-15
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.