$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 15.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LPSN | Buy | LIVEPERSON | $93,505,000 | +8.0% | 2,527,168 | +4.2% | 4.30% | -9.7% |
| CSGP | Buy | COSTAR CORP | $90,280,000 | +7.0% | 150,895 | +6.1% | 4.15% | -10.5% |
| CHGG | Buy | CHEGG INC | $87,619,000 | +221.9% | 2,311,232 | +154.3% | 4.03% | +169.2% |
| EHTH | Buy | EHEALTH INC | $71,050,000 | +135.9% | 739,493 | +64.0% | 3.27% | +97.3% |
| PAYC | Buy | PAYCOM SOFTWARE | $62,099,000 | +29.4% | 234,548 | +2.4% | 2.86% | +8.2% |
| VRTU | Buy | VIRTUSA CORP | $60,098,000 | +43.1% | 1,325,795 | +13.7% | 2.76% | +19.7% |
| SPSC | Buy | SPS COMMERCE | $57,043,000 | +39.1% | 1,029,289 | +18.2% | 2.62% | +16.4% |
| ENPH | Buy | ENPHASE ENERGY | $56,052,000 | +93.2% | 2,145,105 | +64.4% | 2.58% | +61.6% |
| OSIS | Buy | OSI SYSTEMS | $47,016,000 | +21.4% | 466,711 | +22.4% | 2.16% | +1.5% |
| OSW | Buy | ONESPAWORLD HOLDINGS LTD | $45,905,000 | +20.7% | 2,725,978 | +11.3% | 2.11% | +0.9% |
| CSOD | Buy | CORNERSTONE ONDEMAND | $35,403,000 | +24.4% | 604,667 | +16.5% | 1.63% | +4.0% |
| STRA | Buy | STRATEGIC EDUCATION | $34,104,000 | +85.3% | 214,625 | +58.4% | 1.57% | +54.9% |
| GLOB | Buy | GLOBANT SA | $28,069,000 | +28.5% | 264,677 | +10.9% | 1.29% | +7.5% |
| EXAS | Buy | EXACT SCIENCES | $26,188,000 | +41.6% | 283,175 | +38.4% | 1.20% | +18.4% |
| SPT | New | Sprout Social Inc Class A | $21,704,000 | – | 1,352,277 | +100.0% | 1.00% | – |
| BOOM | Buy | DMC GLOBAL INC | $21,424,000 | +49.2% | 476,718 | +46.0% | 0.99% | +24.8% |
| CMCO | Buy | COLUMBUS MCKINNON CORPORATION | $21,058,000 | +10.1% | 526,060 | +0.2% | 0.97% | -8.0% |
| PS | Buy | PLURALSIGHT INC CLASS A | $20,766,000 | +28.2% | 1,206,628 | +25.2% | 0.96% | +7.3% |
| ESPR | Buy | ESPERION THERAPEUTICS | $17,014,000 | +200.1% | 285,327 | +84.5% | 0.78% | +151.0% |
| VCTR | Buy | VICTORY CAPITAL CLASS A | $15,411,000 | +62.5% | 734,893 | +19.2% | 0.71% | +35.8% |
| LXFR | Buy | LUXFER HOLDINGS PLC | $15,108,000 | +25.6% | 816,230 | +5.8% | 0.70% | +5.0% |
| ZS | Buy | ZSCALER INC | $14,599,000 | +697.8% | 313,959 | +710.9% | 0.67% | +565.3% |
| LLNW | Buy | LIMELIGHT NETWORKS | $14,528,000 | +49.4% | 3,560,868 | +11.0% | 0.67% | +25.0% |
| SSTI | Buy | SHOTSPOTTER | $13,958,000 | +25.4% | 547,363 | +13.2% | 0.64% | +4.7% |
| INSM | Buy | INSMED | $13,939,000 | +51.7% | 583,717 | +12.0% | 0.64% | +26.7% |
| OXFD | Buy | OXFORD IMMUNOTEC GLOBAL PLC | $13,525,000 | +0.1% | 814,779 | +0.3% | 0.62% | -16.3% |
| EVH | Buy | EVOLENT HEALTH | $11,803,000 | +435.5% | 1,304,250 | +325.5% | 0.54% | +348.8% |
| HUBS | Buy | HUBSPOT | $11,748,000 | +36.9% | 74,122 | +30.9% | 0.54% | +14.6% |
| MPAA | Buy | MOTOR PARTS OF AMERICA | $11,618,000 | +542.9% | 527,389 | +393.3% | 0.54% | +440.4% |
| UPLD | Buy | UPLAND SOFTWARE | $11,578,000 | +14.0% | 324,211 | +11.3% | 0.53% | -4.7% |
| PRO | Buy | PROS HOLDING | $11,208,000 | +3.1% | 187,052 | +2.5% | 0.52% | -13.7% |
| CWST | Buy | CASELLA WASTE SYSTEMS | $10,702,000 | +16.1% | 232,500 | +8.3% | 0.49% | -3.0% |
| VCYT | Buy | VERACYTE INC | $10,664,000 | +229.0% | 381,957 | +182.8% | 0.49% | +175.8% |
| QTWO | Buy | Q2 HOLDINGS | $10,527,000 | +15.8% | 129,830 | +12.6% | 0.48% | -3.2% |
| LOVE | New | LOVESAC | $10,488,000 | – | 653,455 | +100.0% | 0.48% | – |
| CYRX | Buy | CRYOPORT | $10,196,000 | +86.7% | 619,424 | +85.5% | 0.47% | +56.3% |
| LOPE | Buy | GRAND CANYON EDUCATION | $9,843,000 | +8.8% | 102,753 | +11.5% | 0.45% | -9.0% |
| HZO | Buy | MARINEMAX INC | $9,799,000 | +8.0% | 587,100 | +0.2% | 0.45% | -9.6% |
| RPD | Buy | RAPID7 | $9,656,000 | +23.7% | 172,364 | +0.3% | 0.44% | +3.5% |
| ONTO | New | ONTO INNOVATION | $9,596,000 | – | 262,619 | +100.0% | 0.44% | – |
| ENTA | Buy | ENANTA PHARMACEUTICALS | $9,223,000 | +3.3% | 149,293 | +0.5% | 0.42% | -13.6% |
| RUBI | Buy | RUBICON PROJECT INC | $9,136,000 | +30.9% | 1,119,604 | +39.7% | 0.42% | +9.4% |
| POWI | Buy | POWER INTEGRATIONS | $8,622,000 | +9.8% | 87,166 | +0.4% | 0.40% | -8.1% |
| IOTS | Buy | ADESTO TECHNOLOGIES | $8,021,000 | +94.2% | 943,651 | +95.5% | 0.37% | +62.6% |
| PCRX | New | PACIRA BIOSCIENCES INC | $7,669,000 | – | 169,291 | +100.0% | 0.35% | – |
| KIN | Buy | KINDRED BIOSCIENCES | $6,478,000 | +27.4% | 763,899 | +2.9% | 0.30% | +6.4% |
| PSTG | Buy | PURE STORAGE INC | $6,220,000 | +32.1% | 363,541 | +30.8% | 0.29% | +10.4% |
| PNTG | New | PENNANT GROUP INC | $6,157,000 | – | 186,171 | +100.0% | 0.28% | – |
| IIPR | Buy | INNOVATIVE INDUSTRIAL PRODUCTS | $5,815,000 | -11.7% | 76,644 | +7.5% | 0.27% | -26.0% |
| HBIO | Buy | HARVARD BIOSCIENCE | $5,749,000 | +5.5% | 1,884,833 | +6.4% | 0.26% | -11.7% |
| REI | Buy | RING ENERGY | $5,205,000 | +61.9% | 1,971,473 | +0.6% | 0.24% | +35.6% |
| VG | Buy | VONAGE HOLDINGS | $5,086,000 | -14.1% | 686,324 | +31.0% | 0.23% | -28.2% |
| VCEL | Buy | VERICEL CORPORATION | $4,978,000 | +17.1% | 286,089 | +1.9% | 0.23% | -2.1% |
| QTS | Buy | QTS REALTY TRUST | $4,532,000 | +19.5% | 83,501 | +13.2% | 0.21% | 0.0% |
| BLFS | Buy | BIOLIFE SOLUTIONS | $4,491,000 | +0.0% | 277,563 | +2.8% | 0.21% | -16.2% |
| KIDS | Buy | ORTHOPEDIATRICS | $4,295,000 | +35.5% | 91,394 | +1.7% | 0.20% | +13.8% |
| AUTL | Buy | AUTOLUS | $4,028,000 | +6.5% | 305,158 | +0.2% | 0.18% | -11.1% |
| BGCP | Buy | BGC PARTNERS INC | $3,964,000 | +58.6% | 667,411 | +46.9% | 0.18% | +31.9% |
| TWLO | Buy | TWILIO | $3,938,000 | -9.3% | 40,074 | +1.5% | 0.18% | -24.3% |
| NTNX | Buy | NUTANIX | $3,664,000 | +19.5% | 117,197 | +0.3% | 0.17% | 0.0% |
| STNG | Buy | SCORPIO TANKERS | $3,502,000 | +82.7% | 89,017 | +38.2% | 0.16% | +53.3% |
| CTG | Buy | COMPUTER TASK GROUP | $3,345,000 | +17.0% | 645,729 | +12.9% | 0.15% | -1.9% |
| TW | New | TRADEWEB MARKETS INC | $3,306,000 | – | 71,322 | +100.0% | 0.15% | – |
| BFAM | Buy | BRIGHT HORIZONS | $3,289,000 | +40.4% | 21,886 | +42.5% | 0.15% | +17.1% |
| FREQ | New | FREQUENCY THERAPEUTICS | $2,963,000 | – | 169,006 | +100.0% | 0.14% | – |
| PRTK | Buy | PARATEK PHARMACEUTICALS | $2,870,000 | +273.7% | 712,095 | +300.3% | 0.13% | +214.3% |
| LQDT | Buy | LIQUIDITY SERVICES | $2,615,000 | +7.3% | 438,772 | +33.2% | 0.12% | -10.4% |
| CTSO | Buy | CYTOSORBENTS CORPORATION | $2,613,000 | -21.8% | 678,618 | +2.1% | 0.12% | -34.8% |
| PTC | Buy | PTC INC | $2,579,000 | +16.1% | 34,439 | +5.7% | 0.12% | -2.5% |
| NEWR | Buy | NEW RELIC | $2,495,000 | +40.7% | 37,969 | +31.6% | 0.12% | +17.3% |
| MGNX | Buy | MACROGENICS | $2,458,000 | -14.1% | 225,951 | +0.8% | 0.11% | -28.0% |
| SOHO | Buy | SOTHERLY HOTELS | $2,386,000 | +11.3% | 351,858 | +9.8% | 0.11% | -6.8% |
| FLDM | Buy | FLUIDIGM CORP | $2,386,000 | -13.7% | 685,744 | +14.9% | 0.11% | -27.6% |
| PRLB | Buy | PROTO LABS | $2,325,000 | +0.7% | 22,898 | +1.3% | 0.11% | -15.7% |
| QTRX | Buy | QUANTERIX CORPORATION | $2,332,000 | +11.9% | 98,682 | +4.0% | 0.11% | -7.0% |
| PFIE | Buy | PROFIRE ENERGY | $2,035,000 | -13.4% | 1,403,731 | +12.9% | 0.09% | -27.1% |
| PFPT | Buy | PROOFPOINT | $2,002,000 | -8.0% | 17,446 | +3.5% | 0.09% | -23.3% |
| AKAM | Buy | AKAMAI | $1,815,000 | -4.1% | 21,016 | +1.4% | 0.08% | -19.2% |
| CSTL | New | CASTLE BIOSCIENCES | $1,817,000 | – | 52,863 | +100.0% | 0.08% | – |
| CDTX | Buy | CIDARA THERAPEUTICS | $1,805,000 | +94.9% | 470,120 | +1.3% | 0.08% | +62.7% |
| CLAR | Buy | CLARUS CORPORATION | $1,728,000 | +16.0% | 127,437 | +0.3% | 0.08% | -2.4% |
| RMBL | Buy | RumbleOn Inc. Class B RESTRICT | $1,715,000 | -71.4% | 2,077,530 | +0.1% | 0.08% | -76.1% |
| EDIT | Buy | EDITAS MEDICINE | $1,639,000 | +31.0% | 55,345 | +0.6% | 0.08% | +8.7% |
| SPRO | Buy | SPERO THERAPEUTICS | $1,431,000 | -8.5% | 148,867 | +0.9% | 0.07% | -23.3% |
| XENE | Buy | XENON PHARMACEUTICALS | $1,401,000 | +46.1% | 106,839 | +0.4% | 0.06% | +20.8% |
| CIEN | New | CIENA | $1,386,000 | – | 32,475 | +100.0% | 0.06% | – |
| CTMX | Buy | CYTOMX THERAPEUTICS | $1,278,000 | +12.9% | 153,818 | +0.3% | 0.06% | -4.8% |
| SHSP | Buy | SHARPSPRING | $1,260,000 | +118.8% | 109,876 | +85.2% | 0.06% | +81.2% |
| ORGO | New | Organogenesis Holdings Inc | $1,203,000 | – | 250,000 | +100.0% | 0.06% | – |
| ITRM | Buy | ITERUM THERAPEUTICS | $1,100,000 | -21.3% | 244,467 | +0.9% | 0.05% | -33.8% |
| NTLA | Buy | INTELLIA THERAPEUTICS | $882,000 | +10.7% | 60,107 | +0.7% | 0.04% | -6.8% |
| AAN | New | AARON'S INC. | $898,000 | – | 15,717 | +100.0% | 0.04% | – |
| VRNS | New | VARONIS SYSTEMS | $877,000 | – | 11,282 | +100.0% | 0.04% | – |
| SGMO | Buy | SANGAMO BIOSCIENCES | $859,000 | -6.6% | 102,635 | +1.0% | 0.04% | -21.6% |
| ETTX | Buy | ENTASIS THERAPEUTICS HOLDINGS | $780,000 | -7.1% | 156,944 | +11.3% | 0.04% | -21.7% |
| DDOG | New | DATA DOG INC CLASS A | $735,000 | – | 19,464 | +100.0% | 0.03% | – |
| TACT | Buy | TRANSACT TECHNOLOGIES INC | $454,000 | +3.9% | 41,399 | +15.1% | 0.02% | -12.5% |
| RP | Buy | REALPAGE | $386,000 | +24.9% | 7,185 | +46.2% | 0.02% | +5.9% |
| TTOO | Buy | T2 BIOSYSTEMS | $374,000 | -31.2% | 319,592 | +46.8% | 0.02% | -43.3% |
| ZAGG | New | ZAGG INC | $340,000 | – | 41,965 | +100.0% | 0.02% | – |
| Buy | NABRIVA THERAPEUTICS PLC | $352,000 | -25.4% | 266,384 | +12.9% | 0.02% | -38.5% | |
| ANGI | Buy | ANGI HOME SERVICES | $207,000 | +19.7% | 24,464 | +0.0% | 0.01% | 0.0% |
| MLNTQ | Buy | MELINTA THERAPEUTICS | $128,000 | -86.0% | 241,853 | +0.4% | 0.01% | -88.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
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.