Granahan Investment Management Q4 2019 holdings

$2.17 Billion is the total value of Granahan Investment Management's 182 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 15.0% .

 Value Shares↓ Weighting
LPSN BuyLIVEPERSON$93,505
+8.0%
2,527,168
+4.2%
4.30%
-9.7%
CSGP BuyCOSTAR CORP$90,280
+7.0%
150,895
+6.1%
4.15%
-10.5%
CHGG BuyCHEGG INC$87,619
+221.9%
2,311,232
+154.3%
4.03%
+169.2%
PCTY SellPAYLOCITY HOLDINGS CORP$72,895
+8.5%
603,338
-12.4%
3.35%
-9.3%
EHTH BuyEHEALTH INC$71,050
+135.9%
739,493
+64.0%
3.27%
+97.3%
PAYC BuyPAYCOM SOFTWARE$62,099
+29.4%
234,548
+2.4%
2.86%
+8.2%
VRTU BuyVIRTUSA CORP$60,098
+43.1%
1,325,795
+13.7%
2.76%
+19.7%
SPSC BuySPS COMMERCE$57,043
+39.1%
1,029,289
+18.2%
2.62%
+16.4%
ENPH BuyENPHASE ENERGY$56,052
+93.2%
2,145,105
+64.4%
2.58%
+61.6%
AXON SellAXON ENTERPRISE$49,926
+14.6%
681,301
-11.2%
2.30%
-4.1%
OSIS BuyOSI SYSTEMS$47,016
+21.4%
466,711
+22.4%
2.16%
+1.5%
OSW BuyONESPAWORLD HOLDINGS LTD$45,905
+20.7%
2,725,978
+11.3%
2.11%
+0.9%
ETSY SellETSY INC$45,140
-40.2%
1,018,971
-23.7%
2.08%
-50.0%
KRNT SellKORNIT DIGITAL$41,938
-0.8%
1,225,196
-10.8%
1.93%
-17.1%
BRKS SellBROOKS AUTOMATION$41,122
+5.9%
980,024
-6.5%
1.89%
-11.4%
HQY SellHEALTHEQUITY$38,011
+10.4%
513,171
-14.9%
1.75%
-7.7%
CSOD BuyCORNERSTONE ONDEMAND$35,403
+24.4%
604,667
+16.5%
1.63%
+4.0%
STRA BuySTRATEGIC EDUCATION$34,104
+85.3%
214,625
+58.4%
1.57%
+54.9%
NEO SellNEOGENOMICS$28,704
+52.4%
981,348
-0.4%
1.32%
+27.4%
GLOB BuyGLOBANT SA$28,069
+28.5%
264,677
+10.9%
1.29%
+7.5%
COUP SellCOUPA SOFTWARE INC$27,890
-29.9%
190,703
-37.9%
1.28%
-41.4%
EXAS BuyEXACT SCIENCES$26,188
+41.6%
283,175
+38.4%
1.20%
+18.4%
ARGX SellARGENX SE ADR$24,102
+39.4%
150,148
-1.1%
1.11%
+16.5%
MDCO SellMEDICINES CO$23,419
+5.9%
275,712
-37.6%
1.08%
-11.3%
TDOC SellTELADOC$23,012
-19.7%
274,867
-35.1%
1.06%
-32.9%
RGEN SellREPLIGEN$22,354
+20.1%
241,666
-0.4%
1.03%
+0.5%
SPT NewSprout Social Inc Class A$21,7041,352,277
+100.0%
1.00%
PLOW SellDOUGLAS DYNAMICS$21,638
+22.6%
393,424
-0.7%
1.00%
+2.6%
BOOM BuyDMC GLOBAL INC$21,424
+49.2%
476,718
+46.0%
0.99%
+24.8%
CNMD SellCONMED CORP$21,388
+10.3%
191,255
-5.1%
0.98%
-7.8%
CMCO BuyCOLUMBUS MCKINNON CORPORATION$21,058
+10.1%
526,060
+0.2%
0.97%
-8.0%
PS BuyPLURALSIGHT INC CLASS A$20,766
+28.2%
1,206,628
+25.2%
0.96%
+7.3%
MIME SellMIMECAST LIMITED$18,520
+13.0%
426,930
-7.1%
0.85%
-5.5%
ROLL SellRBC BEARINGS$18,240
-15.9%
115,196
-11.9%
0.84%
-29.7%
ESPR BuyESPERION THERAPEUTICS$17,014
+200.1%
285,327
+84.5%
0.78%
+151.0%
ENSG SellENSIGN GROUP$16,886
-4.7%
372,179
-0.4%
0.78%
-20.3%
VCTR BuyVICTORY CAPITAL CLASS A$15,411
+62.5%
734,893
+19.2%
0.71%
+35.8%
LXFR BuyLUXFER HOLDINGS PLC$15,108
+25.6%
816,230
+5.8%
0.70%
+5.0%
LAWS SellLAWSON PRODUCTS$14,913
+20.0%
286,229
-10.8%
0.69%
+0.3%
RUSHA SellRUSH ENTERPRISES$14,854
+19.6%
319,438
-0.7%
0.68%
+0.1%
ZS BuyZSCALER INC$14,599
+697.8%
313,959
+710.9%
0.67%
+565.3%
LLNW BuyLIMELIGHT NETWORKS$14,528
+49.4%
3,560,868
+11.0%
0.67%
+25.0%
SSTI BuySHOTSPOTTER$13,958
+25.4%
547,363
+13.2%
0.64%
+4.7%
INSM BuyINSMED$13,939
+51.7%
583,717
+12.0%
0.64%
+26.7%
CSII SellCARDIOVASCULAR SYSTEMS$13,875
+1.8%
285,549
-0.4%
0.64%
-14.9%
OXFD BuyOXFORD IMMUNOTEC GLOBAL PLC$13,525
+0.1%
814,779
+0.3%
0.62%
-16.3%
JBT SellJOHN BEAN TECHNOLOGIES$12,473
+9.9%
110,715
-3.0%
0.57%
-8.0%
GTLS SellCHART INDUSTRIES$12,270
+7.2%
181,798
-1.0%
0.56%
-10.3%
TWOU Sell2U INC$12,215
+23.0%
509,187
-16.6%
0.56%
+2.7%
TITN SellTITAN MACHINERY$12,195
+3.1%
825,092
-0.0%
0.56%
-13.8%
MTRN SellMATERION CORPORATION$11,931
-3.4%
200,694
-0.3%
0.55%
-19.1%
EVH BuyEVOLENT HEALTH$11,803
+435.5%
1,304,250
+325.5%
0.54%
+348.8%
HUBS BuyHUBSPOT$11,748
+36.9%
74,122
+30.9%
0.54%
+14.6%
MPAA BuyMOTOR PARTS OF AMERICA$11,618
+542.9%
527,389
+393.3%
0.54%
+440.4%
UPLD BuyUPLAND SOFTWARE$11,578
+14.0%
324,211
+11.3%
0.53%
-4.7%
PRO BuyPROS HOLDING$11,208
+3.1%
187,052
+2.5%
0.52%
-13.7%
XLRN SellACCELERON PHARMA$11,205
+31.9%
211,332
-1.7%
0.52%
+10.5%
THRM SellGENTHERM$10,781
+4.2%
242,878
-3.5%
0.50%
-12.8%
CWST BuyCASELLA WASTE SYSTEMS$10,702
+16.1%
232,500
+8.3%
0.49%
-3.0%
VCYT BuyVERACYTE INC$10,664
+229.0%
381,957
+182.8%
0.49%
+175.8%
QTWO BuyQ2 HOLDINGS$10,527
+15.8%
129,830
+12.6%
0.48%
-3.2%
LOVE NewLOVESAC$10,488653,455
+100.0%
0.48%
CYRX BuyCRYOPORT$10,196
+86.7%
619,424
+85.5%
0.47%
+56.3%
LOPE BuyGRAND CANYON EDUCATION$9,843
+8.8%
102,753
+11.5%
0.45%
-9.0%
HZO BuyMARINEMAX INC$9,799
+8.0%
587,100
+0.2%
0.45%
-9.6%
RPD BuyRAPID7$9,656
+23.7%
172,364
+0.3%
0.44%
+3.5%
ONTO NewONTO INNOVATION$9,596262,619
+100.0%
0.44%
ENTA BuyENANTA PHARMACEUTICALS$9,223
+3.3%
149,293
+0.5%
0.42%
-13.6%
RUBI BuyRUBICON PROJECT INC$9,136
+30.9%
1,119,604
+39.7%
0.42%
+9.4%
IMMU SellIMMUNOMEDICS$9,111
+28.1%
430,591
-19.7%
0.42%
+7.2%
POWI BuyPOWER INTEGRATIONS$8,622
+9.8%
87,166
+0.4%
0.40%
-8.1%
NMRK SellNEWMARK$8,207
+20.1%
609,922
-19.2%
0.38%
+0.5%
DY SellDYCOM INDUSTRIES$8,071
-11.0%
171,186
-3.6%
0.37%
-25.7%
IOTS BuyADESTO TECHNOLOGIES$8,021
+94.2%
943,651
+95.5%
0.37%
+62.6%
PCRX NewPACIRA BIOSCIENCES INC$7,669169,291
+100.0%
0.35%
AIN SellALBANY INT'L$7,230
-26.7%
95,230
-12.9%
0.33%
-38.6%
EEFT SellEURONET$7,202
-2.3%
45,708
-9.3%
0.33%
-18.5%
SIEN SellSIENTRA$6,792
+36.2%
759,725
-1.3%
0.31%
+14.2%
CLDR SellCLOUDERA, INC$6,672
+25.7%
573,685
-4.3%
0.31%
+5.1%
KIN BuyKINDRED BIOSCIENCES$6,478
+27.4%
763,899
+2.9%
0.30%
+6.4%
ICPT SellINTERCEPT PHARMACEUTICALS$6,208
+80.0%
50,096
-3.6%
0.29%
+50.5%
PSTG BuyPURE STORAGE INC$6,220
+32.1%
363,541
+30.8%
0.29%
+10.4%
PNTG NewPENNANT GROUP INC$6,157186,171
+100.0%
0.28%
AERI SellAERI PHARMACEUTICALS$5,960
+22.6%
246,579
-2.5%
0.27%
+2.2%
IIPR BuyINNOVATIVE INDUSTRIAL PRODUCTS$5,815
-11.7%
76,644
+7.5%
0.27%
-26.0%
HBIO BuyHARVARD BIOSCIENCE$5,749
+5.5%
1,884,833
+6.4%
0.26%
-11.7%
REI BuyRING ENERGY$5,205
+61.9%
1,971,473
+0.6%
0.24%
+35.6%
VG BuyVONAGE HOLDINGS$5,086
-14.1%
686,324
+31.0%
0.23%
-28.2%
KNSL SellKINSALE CAPITAL GROUP$4,995
-7.6%
49,139
-6.1%
0.23%
-22.8%
VCEL BuyVERICEL CORPORATION$4,978
+17.1%
286,089
+1.9%
0.23%
-2.1%
IVC SellINVACARE$4,983
+17.7%
552,405
-2.2%
0.23%
-1.7%
WST SellWEST PHARMA SVCS$4,886
-9.4%
32,499
-14.5%
0.22%
-24.2%
PRFT SellPERFICIENT$4,863
+9.0%
105,552
-8.7%
0.22%
-8.6%
APPS SellDIGITAL TURBINE INC$4,769
-9.4%
668,808
-18.1%
0.22%
-24.5%
WAAS SellAQUAVENTURE HOLDINGS LIMITED$4,653
-55.2%
171,570
-67.9%
0.21%
-62.5%
QTS BuyQTS REALTY TRUST$4,532
+19.5%
83,501
+13.2%
0.21%0.0%
PUMP SellPROPETRO HOLDING$4,518
+14.8%
401,634
-7.3%
0.21%
-4.1%
BLFS BuyBIOLIFE SOLUTIONS$4,491
+0.0%
277,563
+2.8%
0.21%
-16.2%
KIDS BuyORTHOPEDIATRICS$4,295
+35.5%
91,394
+1.7%
0.20%
+13.8%
GTN SellGRAY TELEVISION$4,139
+5.1%
193,064
-20.0%
0.19%
-12.4%
CEVA SellCEVA$4,102
-31.1%
152,165
-23.7%
0.19%
-42.4%
AUTL BuyAUTOLUS$4,028
+6.5%
305,158
+0.2%
0.18%
-11.1%
GNFT SellGENFIT SA ADR$3,970
+14.2%
199,500
-0.1%
0.18%
-4.2%
BGCP BuyBGC PARTNERS INC$3,964
+58.6%
667,411
+46.9%
0.18%
+31.9%
TWLO BuyTWILIO$3,938
-9.3%
40,074
+1.5%
0.18%
-24.3%
WNS SellWNS HOLDINGS LTD$3,876
+9.6%
58,595
-2.7%
0.18%
-8.7%
RDWR SellRADWARE$3,807
-0.0%
147,684
-5.9%
0.18%
-16.7%
DXCM SellDEXCOM INC$3,746
+10.3%
17,125
-24.7%
0.17%
-8.0%
NTNX BuyNUTANIX$3,664
+19.5%
117,197
+0.3%
0.17%0.0%
TCBI SellTEXAS CAPITAL BANCSHARES$3,593
-18.1%
63,299
-21.1%
0.16%
-31.5%
STNG BuySCORPIO TANKERS$3,502
+82.7%
89,017
+38.2%
0.16%
+53.3%
OKTA SellOKTA INC$3,377
+8.4%
29,267
-7.5%
0.16%
-9.4%
CTG BuyCOMPUTER TASK GROUP$3,345
+17.0%
645,729
+12.9%
0.15%
-1.9%
IPHI SellINPHI$3,330
-2.7%
44,994
-19.7%
0.15%
-18.6%
DBX SellDROPBOX INC$3,331
-29.0%
185,975
-20.1%
0.15%
-40.7%
TW NewTRADEWEB MARKETS INC$3,30671,322
+100.0%
0.15%
BFAM BuyBRIGHT HORIZONS$3,289
+40.4%
21,886
+42.5%
0.15%
+17.1%
MINI SellMOBILE MINI$3,280
-3.8%
86,516
-6.5%
0.15%
-19.7%
QLYS SellQUALYS INC$3,228
+7.3%
38,720
-2.7%
0.15%
-10.2%
CYBR SellCYBERARK SOFTWARE$3,093
+13.0%
26,533
-3.2%
0.14%
-6.0%
TTGT SellTECHTARGET INC$3,070
+14.2%
117,611
-1.5%
0.14%
-4.7%
ECPG SellENCORE CAP GROUP$2,960
+1.2%
83,703
-4.7%
0.14%
-15.5%
FREQ NewFREQUENCY THERAPEUTICS$2,963169,006
+100.0%
0.14%
PRTK BuyPARATEK PHARMACEUTICALS$2,870
+273.7%
712,095
+300.3%
0.13%
+214.3%
TER SellTERADYNE$2,735
-5.9%
40,105
-20.1%
0.13%
-21.2%
LQDT BuyLIQUIDITY SERVICES$2,615
+7.3%
438,772
+33.2%
0.12%
-10.4%
CTSO BuyCYTOSORBENTS CORPORATION$2,613
-21.8%
678,618
+2.1%
0.12%
-34.8%
PTC BuyPTC INC$2,579
+16.1%
34,439
+5.7%
0.12%
-2.5%
FENC SellFENNEC PHARMACEUTICALS$2,504
+14.2%
385,880
-15.4%
0.12%
-5.0%
NEWR BuyNEW RELIC$2,495
+40.7%
37,969
+31.6%
0.12%
+17.3%
MGNX BuyMACROGENICS$2,458
-14.1%
225,951
+0.8%
0.11%
-28.0%
GMED SellGLOBUS MEDICAL INC.$2,392
-21.2%
40,629
-31.5%
0.11%
-34.1%
SOHO BuySOTHERLY HOTELS$2,386
+11.3%
351,858
+9.8%
0.11%
-6.8%
FLDM BuyFLUIDIGM CORP$2,386
-13.7%
685,744
+14.9%
0.11%
-27.6%
PRLB BuyPROTO LABS$2,325
+0.7%
22,898
+1.3%
0.11%
-15.7%
QTRX BuyQUANTERIX CORPORATION$2,332
+11.9%
98,682
+4.0%
0.11%
-7.0%
SLAB SellSILICON LABORATORIES INC$2,247
-4.5%
19,372
-8.3%
0.10%
-20.2%
MPWR SellMONOLITHIC POWER$2,190
-2.9%
12,302
-15.1%
0.10%
-18.5%
CRSP  CRISPR THERAPEUTICS$2,106
+48.5%
34,5820.0%0.10%
+24.4%
PFIE BuyPROFIRE ENERGY$2,035
-13.4%
1,403,731
+12.9%
0.09%
-27.1%
PFPT BuyPROOFPOINT$2,002
-8.0%
17,446
+3.5%
0.09%
-23.3%
AKAM BuyAKAMAI$1,815
-4.1%
21,016
+1.4%
0.08%
-19.2%
CSTL NewCASTLE BIOSCIENCES$1,81752,863
+100.0%
0.08%
CDTX BuyCIDARA THERAPEUTICS$1,805
+94.9%
470,120
+1.3%
0.08%
+62.7%
CLAR BuyCLARUS CORPORATION$1,728
+16.0%
127,437
+0.3%
0.08%
-2.4%
RMBL BuyRumbleOn Inc. Class B RESTRICT$1,715
-71.4%
2,077,530
+0.1%
0.08%
-76.1%
EDIT BuyEDITAS MEDICINE$1,639
+31.0%
55,345
+0.6%
0.08%
+8.7%
ABMD SellABIOMED$1,489
-8.0%
8,727
-4.1%
0.07%
-22.5%
SPRO BuySPERO THERAPEUTICS$1,431
-8.5%
148,867
+0.9%
0.07%
-23.3%
XENE BuyXENON PHARMACEUTICALS$1,401
+46.1%
106,839
+0.4%
0.06%
+20.8%
CIEN NewCIENA$1,38632,475
+100.0%
0.06%
CTMX BuyCYTOMX THERAPEUTICS$1,278
+12.9%
153,818
+0.3%
0.06%
-4.8%
SHSP BuySHARPSPRING$1,260
+118.8%
109,876
+85.2%
0.06%
+81.2%
LGND SellLIGAND PHARMACEUTICALS$1,243
-39.2%
11,921
-42.0%
0.06%
-49.6%
ORGO NewOrganogenesis Holdings Inc$1,203250,000
+100.0%
0.06%
ITRM BuyITERUM THERAPEUTICS$1,100
-21.3%
244,467
+0.9%
0.05%
-33.8%
JNCE SellJOUNCE THERAPEUTICS$1,068
+161.1%
122,282
-0.5%
0.05%
+113.0%
MTCH SellMATCH GROUP$958
+4.4%
11,671
-9.2%
0.04%
-13.7%
NTLA BuyINTELLIA THERAPEUTICS$882
+10.7%
60,107
+0.7%
0.04%
-6.8%
AAN NewAARON'S INC.$89815,717
+100.0%
0.04%
VRNS NewVARONIS SYSTEMS$87711,282
+100.0%
0.04%
SGMO BuySANGAMO BIOSCIENCES$859
-6.6%
102,635
+1.0%
0.04%
-21.6%
ETTX BuyENTASIS THERAPEUTICS HOLDINGS$780
-7.1%
156,944
+11.3%
0.04%
-21.7%
AKTS SellAKOUSTIS TECHNOLOGIES$768
+0.3%
96,038
-2.9%
0.04%
-16.7%
DDOG NewDATA DOG INC CLASS A$73519,464
+100.0%
0.03%
PODD SellINSULET CORP$599
-88.7%
3,499
-89.1%
0.03%
-90.4%
MMSI SellMERIT MEDICAL SYSTEMS$557
-62.7%
17,850
-63.6%
0.03%
-68.3%
TACT BuyTRANSACT TECHNOLOGIES INC$454
+3.9%
41,399
+15.1%
0.02%
-12.5%
RP BuyREALPAGE$386
+24.9%
7,185
+46.2%
0.02%
+5.9%
TTOO BuyT2 BIOSYSTEMS$374
-31.2%
319,592
+46.8%
0.02%
-43.3%
TRTN SellTRITON INTL LTD/BERMUDA$344
-55.1%
8,559
-62.3%
0.02%
-61.9%
ZAGG NewZAGG INC$34041,965
+100.0%
0.02%
BuyNABRIVA THERAPEUTICS PLC$352
-25.4%
266,384
+12.9%
0.02%
-38.5%
COLL SellCOLLEGIUM PHARMACEUTICAL$333
-28.7%
16,187
-60.2%
0.02%
-42.3%
LYV SellLIVE NATION INC$320
-28.6%
4,475
-33.7%
0.02%
-40.0%
MIXT SellMiX TELEMATICS LIMITED SPONSOR$280
-75.9%
21,617
-74.0%
0.01%
-79.7%
RNG SellRINGCENTRAL$266
+30.4%
1,580
-2.9%
0.01%
+9.1%
IONS SellIONIS PHARMACEUTICALS$2140.0%3,536
-1.1%
0.01%
-16.7%
ANGI BuyANGI HOME SERVICES$207
+19.7%
24,464
+0.0%
0.01%0.0%
HDSN SellHUDSON TECHNOLOGIES$170
+1.8%
174,339
-25.9%
0.01%
-11.1%
MLNTQ BuyMELINTA THERAPEUTICS$128
-86.0%
241,853
+0.4%
0.01%
-88.0%
STIM ExitNEURONETICS$0-44,729
-100.0%
-0.02%
CAI ExitCAI INTERNATIONAL INC$0-31,849
-100.0%
-0.04%
GTTN ExitGTT COMMUNICATION$0-81,627
-100.0%
-0.04%
IIVI ExitII-VI$0-27,312
-100.0%
-0.05%
MTN ExitVAIL RESORTS INC$0-7,107
-100.0%
-0.09%
NET ExitCLOUDFLARE INC CLASS A$0-124,988
-100.0%
-0.13%
JYNT ExitJOINT CORP$0-213,667
-100.0%
-0.22%
ANGO ExitANGIO DYNAMICS$0-416,200
-100.0%
-0.42%
GHDX ExitGENOMIC HEALTH INC$0-115,880
-100.0%
-0.43%
RTEC ExitRUDOLPH TECH$0-329,356
-100.0%
-0.48%
NVEE ExitNV5 GLOBAL$0-155,898
-100.0%
-0.59%
MOD ExitMODINE MANUFACTURING$0-948,789
-100.0%
-0.59%
CARB ExitCARBONITE INC$0-1,168,588
-100.0%
-1.00%

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