Granahan Investment Management Q1 2020 holdings

$1.86 Billion is the total value of Granahan Investment Management's 184 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 20.4% .

 Value Shares↓ Weighting
CHGG SellCHEGG INC$82,188
-6.2%
2,297,036
-0.6%
4.43%
+9.8%
EHTH SellEHEALTH INC$76,336
+7.4%
542,084
-26.7%
4.11%
+25.8%
LPSN BuyLIVEPERSON$73,364
-21.5%
3,224,801
+27.6%
3.95%
-8.2%
AXON BuyAXON ENTERPRISE$72,684
+45.6%
1,027,045
+50.7%
3.91%
+70.4%
CSGP SellCOSTAR CORP$66,994
-25.8%
114,088
-24.4%
3.61%
-13.1%
PCTY BuyPAYLOCITY HOLDINGS CORP$62,021
-14.9%
702,234
+16.4%
3.34%
-0.4%
SPSC BuySPS COMMERCE$53,160
-6.8%
1,142,973
+11.0%
2.86%
+9.1%
PAYC BuyPAYCOM SOFTWARE$51,494
-17.1%
254,908
+8.7%
2.77%
-2.9%
ENPH SellENPHASE ENERGY$49,160
-12.3%
1,522,458
-29.0%
2.65%
+2.6%
STRA BuySTRATEGIC EDUCATION$43,444
+27.4%
310,848
+44.8%
2.34%
+49.1%
ETSY BuyETSY INC$41,969
-7.0%
1,091,818
+7.1%
2.26%
+8.8%
OSIS BuyOSI SYSTEMS$38,402
-18.3%
557,193
+19.4%
2.07%
-4.4%
KRNT BuyKORNIT DIGITAL$37,988
-9.4%
1,526,239
+24.6%
2.05%
+6.0%
VRTU SellVIRTUSA CORP$37,398
-37.8%
1,316,828
-0.7%
2.01%
-27.2%
BRKS BuyBROOKS AUTOMATION$34,501
-16.1%
1,131,179
+15.4%
1.86%
-1.8%
COUP BuyCOUPA SOFTWARE INC$29,322
+5.1%
209,851
+10.0%
1.58%
+23.1%
LLNW BuyLIMELIGHT NETWORKS$23,927
+64.7%
4,197,792
+17.9%
1.29%
+92.5%
PS BuyPLURALSIGHT INC CLASS A$22,868
+10.1%
2,082,736
+72.6%
1.23%
+28.8%
HQY SellHEALTHEQUITY$21,789
-42.7%
430,698
-16.1%
1.17%
-32.9%
TTD NewTRADE DESK INC CLASS A$21,127109,466
+100.0%
1.14%
SPT SellSprout Social Inc Class A$20,505
-5.5%
1,284,805
-5.0%
1.10%
+10.5%
RGEN SellREPLIGEN$19,609
-12.3%
203,114
-16.0%
1.06%
+2.6%
HUBS BuyHUBSPOT$19,551
+66.4%
146,791
+98.0%
1.05%
+94.6%
EXAS BuyEXACT SCIENCES$19,520
-25.5%
336,555
+18.9%
1.05%
-12.8%
SSTI BuySHOTSPOTTER$18,597
+33.2%
676,756
+23.6%
1.00%
+55.9%
RUBI BuyRUBICON PROJECT INC$18,397
+101.4%
3,314,864
+196.1%
0.99%
+136.0%
BFAM BuyBRIGHT HORIZONS$18,038
+448.4%
176,845
+708.0%
0.97%
+543.0%
TDOC SellTELADOC$17,381
-24.5%
112,126
-59.2%
0.94%
-11.6%
NEO SellNEOGENOMICS$17,010
-40.7%
616,086
-37.2%
0.92%
-30.7%
ZS SellZSCALER INC$16,736
+14.6%
274,986
-12.4%
0.90%
+34.1%
MIME BuyMIMECAST LIMITED$15,985
-13.7%
452,834
+6.1%
0.86%
+1.1%
CSOD SellCORNERSTONE ONDEMAND$15,747
-55.5%
495,979
-18.0%
0.85%
-47.9%
GLOB SellGLOBANT SA$15,682
-44.1%
178,453
-32.6%
0.84%
-34.7%
ARGX SellARGENX SE ADR$14,403
-40.2%
109,338
-27.2%
0.78%
-30.0%
EVER NewEVERQUOTE INC$14,207541,221
+100.0%
0.76%
ENSG BuyENSIGN GROUP$14,002
-17.1%
372,297
+0.0%
0.75%
-3.0%
PLOW SellDOUGLAS DYNAMICS$13,959
-35.5%
393,108
-0.1%
0.75%
-24.5%
ROLL BuyRBC BEARINGS$13,659
-25.1%
121,104
+5.1%
0.74%
-12.3%
TWOU Buy2U INC$13,437
+10.0%
633,211
+24.4%
0.72%
+28.8%
IIPR BuyINNOVATIVE INDUSTRIAL PRODUCTS$13,352
+129.6%
175,850
+129.4%
0.72%
+168.3%
CMCO BuyCOLUMBUS MCKINNON CORPORATION$13,316
-36.8%
532,655
+1.3%
0.72%
-26.0%
XLRN SellACCELERON PHARMA$13,186
+17.7%
146,721
-30.6%
0.71%
+37.6%
VCTR BuyVICTORY CAPITAL CLASS A$12,762
-17.2%
780,054
+6.1%
0.69%
-3.1%
LXFR SellLUXFER HOLDINGS PLC$11,464
-24.1%
810,747
-0.7%
0.62%
-11.2%
CNMD SellCONMED CORP$10,910
-49.0%
190,504
-0.4%
0.59%
-40.3%
VCYT BuyVERACYTE INC$10,542
-1.1%
433,639
+13.5%
0.57%
+15.7%
CSII BuyCARDIOVASCULAR SYSTEMS$10,255
-26.1%
291,256
+2.0%
0.55%
-13.5%
BGCP BuyBGC PARTNERS INC$10,212
+157.6%
4,052,481
+507.2%
0.55%
+202.2%
CYRX SellCRYOPORT$10,185
-0.1%
596,680
-3.7%
0.55%
+16.8%
RUSHA SellRUSH ENTERPRISES$10,165
-31.6%
318,461
-0.3%
0.55%
-20.0%
BOOM SellDMC GLOBAL INC$10,128
-52.7%
440,148
-7.7%
0.54%
-44.7%
ONEM New1Life Healthcare$9,892544,988
+100.0%
0.53%
UPLD BuyUPLAND SOFTWARE$9,905
-14.4%
369,331
+13.9%
0.53%0.0%
APPS BuyDIGITAL TURBINE INC$9,421
+97.5%
2,185,781
+226.8%
0.51%
+131.5%
GTN BuyGRAY TELEVISION$9,347
+125.8%
870,276
+350.8%
0.50%
+164.7%
QTWO BuyQ2 HOLDINGS$9,289
-11.8%
157,274
+21.1%
0.50%
+3.3%
CLDR BuyCLOUDERA, INC$8,992
+34.8%
1,142,614
+99.2%
0.48%
+57.7%
OSW SellONESPAWORLD HOLDINGS LTD$8,187
-82.2%
2,016,481
-26.0%
0.44%
-79.1%
JBT SellJOHN BEAN TECHNOLOGIES$8,193
-34.3%
110,311
-0.4%
0.44%
-23.2%
PSTG BuyPURE STORAGE INC$8,048
+29.4%
654,349
+80.0%
0.43%
+51.4%
ONTO BuyONTO INNOVATION$7,842
-18.3%
264,320
+0.6%
0.42%
-4.5%
LAWS SellLAWSON PRODUCTS$7,645
-48.7%
286,115
-0.0%
0.41%
-39.9%
ENTA SellENANTA PHARMACEUTICALS$7,642
-17.1%
148,600
-0.5%
0.41%
-2.8%
THRM BuyGENTHERM$7,659
-29.0%
243,912
+0.4%
0.41%
-16.9%
OXFD SellOXFORD IMMUNOTEC GLOBAL PLC$7,542
-44.2%
814,431
-0.0%
0.41%
-34.7%
RPD SellRAPID7$7,416
-23.2%
171,149
-0.7%
0.40%
-10.1%
POWI SellPOWER INTEGRATIONS$7,334
-14.9%
83,033
-4.7%
0.40%
-0.5%
ESPR SellESPERION THERAPEUTICS$7,266
-57.3%
230,454
-19.2%
0.39%
-50.1%
ATRC NewATRICURE$7,209214,606
+100.0%
0.39%
TITN SellTITAN MACHINERY$7,147
-41.4%
822,480
-0.3%
0.38%
-31.4%
PCRX BuyPACIRA BIOSCIENCES INC$7,142
-6.9%
213,013
+25.8%
0.38%
+9.1%
VG BuyVONAGE HOLDINGS$7,039
+38.4%
973,606
+41.9%
0.38%
+62.0%
IMMU BuyIMMUNOMEDICS$7,014
-23.0%
520,297
+20.8%
0.38%
-9.8%
MTRN SellMATERION CORPORATION$7,009
-41.3%
200,200
-0.2%
0.38%
-31.3%
LOPE SellGRAND CANYON EDUCATION$6,990
-29.0%
91,635
-10.8%
0.38%
-17.0%
MPAA BuyMOTOR PARTS OF AMERICA$6,874
-40.8%
546,446
+3.6%
0.37%
-30.8%
EVH SellEVOLENT HEALTH$6,712
-43.1%
1,236,082
-5.2%
0.36%
-33.5%
VCEL BuyVERICEL CORPORATION$6,653
+33.6%
725,571
+153.6%
0.36%
+56.3%
DBX BuyDROPBOX INC$6,491
+94.9%
358,594
+92.8%
0.35%
+128.8%
INSM SellINSMED$6,463
-53.6%
403,175
-30.9%
0.35%
-45.7%
HZO SellMARINEMAX INC$6,043
-38.3%
579,959
-1.2%
0.32%
-27.9%
GTLS BuyCHART INDUSTRIES$5,915
-51.8%
204,105
+12.3%
0.32%
-43.5%
PRO BuyPROS HOLDING$5,848
-47.8%
188,454
+0.7%
0.32%
-39.0%
NMRK BuyNEWMARK$5,688
-30.7%
1,338,462
+119.4%
0.31%
-19.0%
EGHT New8X8 INC$5,575402,231
+100.0%
0.30%
FLXN NewFLEXION THERAPEUTICS INC$5,554705,746
+100.0%
0.30%
CTSO BuyCYTOSORBENTS CORPORATION$5,342
+104.4%
691,130
+1.8%
0.29%
+140.0%
TWLO BuyTWILIO$4,760
+20.9%
53,194
+32.7%
0.26%
+41.4%
EEFT BuyEURONET$4,623
-35.8%
53,926
+18.0%
0.25%
-24.8%
LOVE BuyLOVESAC$4,393
-58.1%
753,461
+15.3%
0.24%
-50.9%
DY BuyDYCOM INDUSTRIES$4,395
-45.5%
171,359
+0.1%
0.24%
-36.1%
ALTG NewALTA EQUIPMENT GROUP INC$4,3411,016,552
+100.0%
0.23%
KIDS BuyORTHOPEDIATRICS$4,107
-4.4%
103,611
+13.4%
0.22%
+11.6%
HBIO SellHARVARD BIOSCIENCE$4,080
-29.0%
1,846,148
-2.1%
0.22%
-17.0%
QTS SellQTS REALTY TRUST$4,022
-11.3%
69,338
-17.0%
0.22%
+3.8%
STNG BuySCORPIO TANKERS$4,019
+14.8%
210,184
+136.1%
0.22%
+34.2%
CEVA SellCEVA$3,756
-8.4%
150,656
-1.0%
0.20%
+6.9%
KIN BuyKINDRED BIOSCIENCES$3,682
-43.2%
920,593
+20.5%
0.20%
-33.6%
LGND BuyLIGAND PHARMACEUTICALS$3,673
+195.5%
50,514
+323.7%
0.20%
+247.4%
QLYS BuyQUALYS INC$3,581
+10.9%
41,160
+6.3%
0.19%
+29.5%
KNSL SellKINSALE CAPITAL GROUP$3,512
-29.7%
33,596
-31.6%
0.19%
-17.8%
TW BuyTRADEWEB MARKETS INC$3,516
+6.4%
83,646
+17.3%
0.19%
+24.3%
AKAM BuyAKAMAI$3,466
+91.0%
37,884
+80.3%
0.19%
+122.6%
AAN BuyAARON'S INC.$3,449
+284.1%
151,391
+863.2%
0.19%
+353.7%
CWST SellCASELLA WASTE SYSTEMS$3,441
-67.8%
88,094
-62.1%
0.18%
-62.4%
QTRX BuyQUANTERIX CORPORATION$3,380
+44.9%
183,972
+86.4%
0.18%
+70.1%
GMED BuyGLOBUS MEDICAL INC.$3,263
+36.4%
76,725
+88.8%
0.18%
+60.0%
IPHI SellINPHI$3,187
-4.3%
40,257
-10.5%
0.17%
+12.4%
ICPT BuyINTERCEPT PHARMACEUTICALS$3,155
-49.2%
50,111
+0.0%
0.17%
-40.6%
ABMD BuyABIOMED$3,141
+110.9%
21,638
+147.9%
0.17%
+144.9%
OKTA SellOKTA INC$3,087
-8.6%
25,252
-13.7%
0.17%
+7.1%
GNFT SellGENFIT SA ADR$2,931
-26.2%
198,175
-0.7%
0.16%
-13.7%
RDWR SellRADWARE$2,913
-23.5%
138,255
-6.4%
0.16%
-10.3%
WST SellWEST PHARMA SVCS$2,833
-42.0%
18,609
-42.7%
0.15%
-32.0%
CIEN BuyCIENA$2,826
+103.9%
70,982
+118.6%
0.15%
+137.5%
PTC BuyPTC INC$2,788
+8.1%
45,548
+32.3%
0.15%
+26.1%
PRFT SellPERFICIENT$2,657
-45.4%
98,098
-7.1%
0.14%
-36.2%
BLFS SellBIOLIFE SOLUTIONS$2,608
-41.9%
274,511
-1.1%
0.14%
-32.4%
XNCR NewXENCOR$2,55685,548
+100.0%
0.14%
TTGT BuyTECHTARGET INC$2,550
-16.9%
123,719
+5.2%
0.14%
-2.8%
CTG SellCOMPUTER TASK GROUP$2,404
-28.1%
627,746
-2.8%
0.13%
-16.2%
WNS SellWNS HOLDINGS LTD$2,372
-38.8%
55,188
-5.8%
0.13%
-28.1%
MINI SellMOBILE MINI$2,248
-31.5%
85,688
-1.0%
0.12%
-19.9%
PRTK SellPARATEK PHARMACEUTICALS$2,214
-22.9%
702,732
-1.3%
0.12%
-9.8%
CYBR SellCYBERARK SOFTWARE$2,107
-31.9%
24,623
-7.2%
0.11%
-20.4%
CSPR NewCASPER SLEEP$2,089487,009
+100.0%
0.11%
MPWR BuyMONOLITHIC POWER$2,061
-5.9%
12,309
+0.1%
0.11%
+9.9%
LQDT BuyLIQUIDITY SERVICES$2,053
-21.5%
529,214
+20.6%
0.11%
-7.5%
CTMX BuyCYTOMX THERAPEUTICS$2,038
+59.5%
265,673
+72.7%
0.11%
+86.4%
PFPT BuyPROOFPOINT$2,050
+2.4%
19,983
+14.5%
0.11%
+19.6%
REI BuyRING ENERGY$2,026
-61.1%
3,075,245
+56.0%
0.11%
-54.6%
SAH NewSONIC AUTOMOTIVE INC$2,032153,035
+100.0%
0.11%
FREQ SellFREQUENCY THERAPEUTICS$1,980
-33.2%
111,196
-34.2%
0.11%
-21.3%
PRLB BuyPROTO LABS$1,929
-17.0%
25,335
+10.6%
0.10%
-2.8%
NTNX BuyNUTANIX$1,888
-48.5%
119,470
+1.9%
0.10%
-39.6%
FLDM BuyFLUIDIGM CORP$1,886
-21.0%
742,715
+8.3%
0.10%
-7.3%
TER SellTERADYNE$1,898
-30.6%
35,037
-12.6%
0.10%
-19.0%
NEWR BuyNEW RELIC$1,879
-24.7%
40,633
+7.0%
0.10%
-12.2%
VICR NewVICOR CORPORATION$1,87842,169
+100.0%
0.10%
RWT NewREDWOOD TRUST$1,834362,486
+100.0%
0.10%
AUTL SellAUTOLUS$1,807
-55.1%
301,725
-1.1%
0.10%
-47.6%
BEAM NewBEAM THERAPEUTICS$1,76998,276
+100.0%
0.10%
SLAB BuySILICON LABORATORIES INC$1,725
-23.2%
20,194
+4.2%
0.09%
-9.7%
NPTN NewNEOPHOTONICS CORP$1,696233,924
+100.0%
0.09%
TCBI BuyTEXAS CAPITAL BANCSHARES$1,649
-54.1%
74,369
+17.5%
0.09%
-46.1%
SIEN BuySIENTRA$1,612
-76.3%
809,972
+6.6%
0.09%
-72.2%
AERI SellAERI PHARMACEUTICALS$1,597
-73.2%
118,278
-52.0%
0.09%
-68.6%
FENC SellFENNEC PHARMACEUTICALS$1,605
-35.9%
270,209
-30.0%
0.09%
-25.2%
DXCM SellDEXCOM INC$1,472
-60.7%
5,465
-68.1%
0.08%
-54.1%
ECPG SellENCORE CAP GROUP$1,465
-50.5%
62,643
-25.2%
0.08%
-41.9%
CRSP SellCRISPR THERAPEUTICS$1,447
-31.3%
34,127
-1.3%
0.08%
-19.6%
CDTX BuyCIDARA THERAPEUTICS$1,427
-20.9%
575,292
+22.4%
0.08%
-7.2%
IOTS SellADESTO TECHNOLOGIES$1,412
-82.4%
126,144
-86.6%
0.08%
-79.4%
SPRO BuySPERO THERAPEUTICS$1,385
-3.2%
171,434
+15.2%
0.08%
+13.6%
MGNX SellMACROGENICS$1,307
-46.8%
224,638
-0.6%
0.07%
-38.1%
XENE BuyXENON PHARMACEUTICALS$1,259
-10.1%
110,999
+3.9%
0.07%
+6.2%
JNCE BuyJOUNCE THERAPEUTICS$1,255
+17.5%
264,139
+116.0%
0.07%
+38.8%
MTN NewVAIL RESORTS INC$1,2558,495
+100.0%
0.07%
SHSP BuySHARPSPRING$1,224
-2.9%
201,949
+83.8%
0.07%
+13.8%
CSTL SellCASTLE BIOSCIENCES$1,214
-33.2%
40,730
-23.0%
0.06%
-22.6%
COLL BuyCOLLEGIUM PHARMACEUTICAL$1,209
+263.1%
74,047
+357.4%
0.06%
+333.3%
VRNS BuyVARONIS SYSTEMS$1,096
+25.0%
17,207
+52.5%
0.06%
+47.5%
EDIT SellEDITAS MEDICINE$1,081
-34.0%
54,537
-1.5%
0.06%
-22.7%
PFIE SellPROFIRE ENERGY$1,079
-47.0%
1,369,471
-2.4%
0.06%
-38.3%
DDOG BuyDATA DOG INC CLASS A$1,008
+37.1%
28,019
+44.0%
0.05%
+58.8%
ORGO BuyOrganogenesis Holdings Inc$924
-23.2%
285,990
+14.4%
0.05%
-9.1%
AKTS BuyAKOUSTIS TECHNOLOGIES$824
+7.3%
153,363
+59.7%
0.04%
+25.7%
NTLA SellINTELLIA THERAPEUTICS$726
-17.7%
59,342
-1.3%
0.04%
-4.9%
SGMO SellSANGAMO BIOSCIENCES$644
-25.0%
101,098
-1.5%
0.04%
-12.5%
ITRM SellITERUM THERAPEUTICS$653
-40.6%
241,121
-1.4%
0.04%
-31.4%
WIX NewWIX COM$5925,874
+100.0%
0.03%
SOHO SellSOTHERLY HOTELS$563
-76.4%
351,569
-0.1%
0.03%
-72.7%
WDC NewWESTERN DIGITAL$55913,437
+100.0%
0.03%
PLUG NewPLUG POWER$488137,749
+100.0%
0.03%
MTCH SellMATCH GROUP$440
-54.1%
6,659
-42.9%
0.02%
-45.5%
ETTX SellENTASIS THERAPEUTICS HOLDINGS$409
-47.6%
154,658
-1.5%
0.02%
-38.9%
RNG BuyRINGCENTRAL$380
+42.9%
1,792
+13.4%
0.02%
+66.7%
PODD SellINSULET CORP$340
-43.2%
2,050
-41.4%
0.02%
-35.7%
OTIC NewOTONOMY INC$326165,482
+100.0%
0.02%
RMBL SellRUMBLE ON INC CLASS B$303
-82.3%
1,450,280
-30.2%
0.02%
-79.7%
AGX NewArgan Inc$2707,797
+100.0%
0.02%
TACT BuyTRANSACT TECHNOLOGIES INC$252
-44.5%
81,094
+95.9%
0.01%
-33.3%
TTOO SellT2 BIOSYSTEMS$202
-46.0%
310,654
-2.8%
0.01%
-35.3%
SellNABRIVA THERAPEUTICS PLC$149
-57.7%
258,916
-2.8%
0.01%
-50.0%
MLNTQ ExitMELINTA THERAPEUTICS$0-241,853
-100.0%
-0.01%
HDSN ExitHUDSON TECHNOLOGIES$0-174,339
-100.0%
-0.01%
ANGI ExitANGI HOME SERVICES$0-24,464
-100.0%
-0.01%
IONS ExitIONIS PHARMACEUTICALS$0-3,536
-100.0%
-0.01%
MIXT ExitMiX TELEMATICS LIMITED SPONSOR$0-21,617
-100.0%
-0.01%
LYV ExitLIVE NATION INC$0-4,475
-100.0%
-0.02%
TRTN ExitTRITON INTL LTD/BERMUDA$0-8,559
-100.0%
-0.02%
ZAGG ExitZAGG INC$0-41,965
-100.0%
-0.02%
RP ExitREALPAGE$0-7,185
-100.0%
-0.02%
MMSI ExitMERIT MEDICAL SYSTEMS$0-17,850
-100.0%
-0.03%
CLAR ExitCLARUS CORPORATION$0-127,437
-100.0%
-0.08%
PUMP ExitPROPETRO HOLDING$0-401,634
-100.0%
-0.21%
WAAS ExitAQUAVENTURE HOLDINGS LIMITED$0-171,570
-100.0%
-0.21%
IVC ExitINVACARE$0-552,405
-100.0%
-0.23%
PNTG ExitPENNANT GROUP INC$0-186,171
-100.0%
-0.28%
AIN ExitALBANY INT'L$0-95,230
-100.0%
-0.33%
MDCO ExitMEDICINES CO$0-275,712
-100.0%
-1.08%

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