$2.77 Billion is the total value of Granahan Investment Management's 191 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 25.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LPSN | Sell | LIVEPERSON | $126,348,000 | +72.2% | 3,049,669 | -5.4% | 4.57% | +15.6% |
| AXON | Buy | AXON ENTERPRISE | $121,106,000 | +66.6% | 1,234,138 | +20.2% | 4.38% | +11.9% |
| ETSY | Sell | ETSY INC | $97,816,000 | +133.1% | 920,794 | -15.7% | 3.54% | +56.5% |
| CHGG | Sell | CHEGG INC | $95,728,000 | +16.5% | 1,423,248 | -38.0% | 3.46% | -21.8% |
| KRNT | Buy | KORNIT DIGITAL | $83,714,000 | +120.4% | 1,568,269 | +2.8% | 3.03% | +47.9% |
| PCTY | Sell | PAYLOCITY HOLDINGS CORP | $83,482,000 | +34.6% | 572,226 | -18.5% | 3.02% | -9.6% |
| CSGP | Buy | COSTAR CORP | $81,856,000 | +22.2% | 115,182 | +1.0% | 2.96% | -18.0% |
| EHTH | Buy | EHEALTH INC | $65,542,000 | -14.1% | 667,160 | +23.1% | 2.37% | -42.4% |
| SPSC | Sell | SPS COMMERCE | $65,325,000 | +22.9% | 869,602 | -23.9% | 2.36% | -17.5% |
| STRA | Buy | STRATEGIC EDUCATION | $55,401,000 | +27.5% | 360,567 | +16.0% | 2.00% | -14.4% |
| ENPH | Sell | ENPHASE ENERGY | $54,731,000 | +11.3% | 1,150,523 | -24.4% | 1.98% | -25.2% |
| MGNI | New | MAGNITE | $52,414,000 | – | 7,858,116 | +100.0% | 1.90% | – |
| BRKS | Buy | BROOKS AUTOMATION | $51,315,000 | +48.7% | 1,159,930 | +2.5% | 1.86% | -0.2% |
| HQY | Buy | HEALTHEQUITY | $48,369,000 | +122.0% | 824,431 | +91.4% | 1.75% | +49.1% |
| OSIS | Buy | OSI SYSTEMS | $47,956,000 | +24.9% | 642,498 | +15.3% | 1.73% | -16.2% |
| PAYC | Sell | PAYCOM SOFTWARE | $47,271,000 | -8.2% | 152,619 | -40.1% | 1.71% | -38.4% |
| COUP | Sell | COUPA SOFTWARE INC | $42,915,000 | +46.4% | 154,907 | -26.2% | 1.55% | -1.8% |
| EVER | Buy | EVERQUOTE INC | $41,833,000 | +194.5% | 719,267 | +32.9% | 1.51% | +97.6% |
| VRTU | Sell | VIRTUSA CORP | $40,690,000 | +8.8% | 1,253,181 | -4.8% | 1.47% | -27.0% |
| TWOU | Buy | 2U INC | $37,290,000 | +177.5% | 982,349 | +55.1% | 1.35% | +86.2% |
| BFAM | Buy | BRIGHT HORIZONS | $33,873,000 | +87.8% | 289,021 | +63.4% | 1.22% | +26.2% |
| PS | Sell | PLURALSIGHT INC CLASS A | $33,361,000 | +45.9% | 1,848,263 | -11.3% | 1.21% | -2.0% |
| TTD | Sell | TRADE DESK INC CLASS A | $30,416,000 | +44.0% | 74,823 | -31.6% | 1.10% | -3.3% |
| BL | New | BLACKLINE | $30,235,000 | – | 364,676 | +100.0% | 1.09% | – |
| SPT | Sell | Sprout Social Inc Class A | $28,222,000 | +37.6% | 1,045,243 | -18.6% | 1.02% | -7.6% |
| HUBS | Sell | HUBSPOT | $27,676,000 | +41.6% | 123,361 | -16.0% | 1.00% | -4.9% |
| LLNW | Sell | LIMELIGHT NETWORKS | $27,029,000 | +13.0% | 3,672,398 | -12.5% | 0.98% | -24.1% |
| APPS | Sell | DIGITAL TURBINE INC | $26,316,000 | +179.3% | 2,093,573 | -4.2% | 0.95% | +87.6% |
| WK | New | WORKIVA CLASS A | $23,472,000 | – | 438,813 | +100.0% | 0.85% | – |
| LOVE | Buy | LOVESAC | $23,442,000 | +433.6% | 893,719 | +18.6% | 0.85% | +257.4% |
| GLOB | Sell | GLOBANT SA | $23,332,000 | +48.8% | 155,705 | -12.7% | 0.84% | -0.1% |
| SAH | Buy | SONIC AUTOMOTIVE INC | $23,072,000 | +1035.4% | 723,037 | +372.5% | 0.83% | +665.1% |
| ZS | Sell | ZSCALER INC | $22,490,000 | +34.4% | 205,392 | -25.3% | 0.81% | -9.8% |
| CYRX | Buy | CRYOPORT | $21,442,000 | +110.5% | 708,829 | +18.8% | 0.78% | +41.4% |
| RGEN | Sell | REPLIGEN | $21,300,000 | +8.6% | 167,231 | -17.7% | 0.77% | -27.1% |
| CSOD | Buy | CORNERSTONE ONDEMAND | $20,734,000 | +31.7% | 537,713 | +8.4% | 0.75% | -11.6% |
| EVH | Buy | EVOLENT HEALTH | $20,501,000 | +205.4% | 2,879,315 | +132.9% | 0.74% | +105.3% |
| IMMU | Buy | IMMUNOMEDICS | $19,647,000 | +180.1% | 554,372 | +6.5% | 0.71% | +87.8% |
| ROLL | Buy | RBC BEARINGS | $19,490,000 | +42.7% | 145,403 | +20.1% | 0.70% | -4.2% |
| NEO | Buy | NEOGENOMICS | $19,416,000 | +14.1% | 626,719 | +1.7% | 0.70% | -23.4% |
| CMCO | Buy | COLUMBUS MCKINNON CORPORATION | $19,416,000 | +45.8% | 580,457 | +9.0% | 0.70% | -2.1% |
| VCEL | Buy | VERICEL CORPORATION | $18,860,000 | +183.5% | 1,364,674 | +88.1% | 0.68% | +90.5% |
| DBX | Buy | DROPBOX INC | $18,501,000 | +185.0% | 849,824 | +137.0% | 0.67% | +91.1% |
| ARGX | Sell | ARGENX SE ADR | $18,402,000 | +27.8% | 81,704 | -25.3% | 0.66% | -14.3% |
| CLDR | Buy | CLOUDERA, INC | $18,148,000 | +101.8% | 1,426,692 | +24.9% | 0.66% | +35.5% |
| EEFT | Buy | EURONET | $17,845,000 | +286.0% | 186,236 | +245.4% | 0.64% | +159.0% |
| VCTR | Buy | VICTORY CAPITAL CLASS A | $17,570,000 | +37.7% | 1,022,131 | +31.0% | 0.64% | -7.6% |
| ONEM | Sell | 1Life Healthcare | $17,476,000 | +76.7% | 481,175 | -11.7% | 0.63% | +18.6% |
| SSTI | Buy | SHOTSPOTTER | $17,396,000 | -6.5% | 690,314 | +2.0% | 0.63% | -37.2% |
| OSW | Buy | ONESPAWORLD HOLDINGS LTD | $17,288,000 | +111.2% | 3,624,242 | +79.7% | 0.62% | +41.7% |
| HZO | Buy | MARINEMAX INC | $16,821,000 | +178.4% | 751,257 | +29.5% | 0.61% | +87.1% |
| ESPR | Buy | ESPERION THERAPEUTICS | $15,997,000 | +120.2% | 311,776 | +35.3% | 0.58% | +47.8% |
| MTRN | Buy | MATERION CORPORATION | $15,913,000 | +127.0% | 258,786 | +29.3% | 0.58% | +52.5% |
| VCYT | Buy | VERACYTE INC | $15,870,000 | +50.5% | 612,753 | +41.3% | 0.57% | +1.1% |
| EXAS | Sell | EXACT SCIENCES | $14,941,000 | -23.5% | 171,860 | -48.9% | 0.54% | -48.6% |
| CNMD | Buy | CONMED CORP | $14,677,000 | +34.5% | 203,881 | +7.0% | 0.53% | -9.5% |
| PCRX | Buy | PACIRA BIOSCIENCES INC | $14,149,000 | +98.1% | 269,663 | +26.6% | 0.51% | +33.0% |
| QTWO | Buy | Q2 HOLDINGS | $14,058,000 | +51.3% | 163,870 | +4.2% | 0.51% | +1.6% |
| PLOW | Sell | DOUGLAS DYNAMICS | $13,592,000 | -2.6% | 387,015 | -1.5% | 0.49% | -34.7% |
| SLQT | New | SELECTQUOTE | $13,551,000 | – | 534,963 | +100.0% | 0.49% | – |
| ALTG | Buy | ALTA EQUIPMENT GROUP INC | $13,323,000 | +206.9% | 1,714,725 | +68.7% | 0.48% | +106.0% |
| INSM | Buy | INSMED | $13,047,000 | +101.9% | 473,765 | +17.5% | 0.47% | +35.6% |
| RUSHA | Sell | RUSH ENTERPRISES | $13,006,000 | +27.9% | 313,700 | -1.5% | 0.47% | -14.1% |
| XLRN | Sell | ACCELERON PHARMA | $12,756,000 | -3.3% | 133,891 | -8.7% | 0.46% | -35.1% |
| UPLD | Sell | UPLAND SOFTWARE | $12,066,000 | +21.8% | 347,114 | -6.0% | 0.44% | -18.2% |
| MIME | Sell | MIMECAST LIMITED | $11,869,000 | -25.7% | 284,899 | -37.1% | 0.43% | -50.2% |
| GTLS | Buy | CHART INDUSTRIES | $11,731,000 | +98.3% | 241,927 | +18.5% | 0.42% | +32.9% |
| LXFR | Sell | LUXFER HOLDINGS PLC | $11,203,000 | -2.3% | 791,700 | -2.3% | 0.40% | -34.4% |
| PSTG | Sell | PURE STORAGE INC | $11,148,000 | +38.5% | 643,241 | -1.7% | 0.40% | -6.9% |
| POWI | Buy | POWER INTEGRATIONS | $10,897,000 | +48.6% | 92,242 | +11.1% | 0.39% | -0.3% |
| GTN | Sell | GRAY TELEVISION | $10,422,000 | +11.5% | 747,103 | -14.2% | 0.38% | -25.0% |
| CSTL | Buy | CASTLE BIOSCIENCES | $10,388,000 | +755.7% | 275,630 | +576.7% | 0.38% | +478.5% |
| IIPR | Sell | INNOVATIVE INDUSTRIAL PRODUCTS | $10,379,000 | -22.3% | 117,921 | -32.9% | 0.38% | -47.8% |
| OXFD | Sell | OXFORD IMMUNOTEC GLOBAL PLC | $10,351,000 | +37.2% | 796,249 | -2.2% | 0.37% | -7.9% |
| BGCP | Sell | BGC PARTNERS INC | $10,353,000 | +1.4% | 3,778,596 | -6.8% | 0.37% | -32.0% |
| ENTA | Buy | ENANTA PHARMACEUTICALS | $10,313,000 | +35.0% | 205,400 | +38.2% | 0.37% | -9.5% |
| FLXN | Buy | FLEXION THERAPEUTICS INC | $10,202,000 | +83.7% | 775,813 | +9.9% | 0.37% | +23.4% |
| RPD | Buy | RAPID7 | $9,882,000 | +33.3% | 193,682 | +13.2% | 0.36% | -10.5% |
| TDOC | Sell | TELADOC | $9,870,000 | -43.2% | 51,719 | -53.9% | 0.36% | -61.9% |
| WDC | Buy | WESTERN DIGITAL | $9,677,000 | +1631.1% | 219,178 | +1531.2% | 0.35% | +1066.7% |
| ATRC | Buy | ATRICURE | $9,693,000 | +34.5% | 215,640 | +0.5% | 0.35% | -9.8% |
| QTRX | Buy | QUANTERIX CORPORATION | $9,614,000 | +184.4% | 351,018 | +90.8% | 0.35% | +91.2% |
| CSII | Buy | CARDIOVASCULAR SYSTEMS | $9,259,000 | -9.7% | 293,484 | +0.8% | 0.34% | -39.3% |
| ONTO | Buy | ONTO INNOVATION | $9,092,000 | +15.9% | 267,101 | +1.1% | 0.33% | -22.0% |
| VG | Sell | VONAGE HOLDINGS | $9,031,000 | +28.3% | 897,736 | -7.8% | 0.33% | -14.0% |
| LAWS | Sell | LAWSON PRODUCTS | $8,974,000 | +17.4% | 278,183 | -2.8% | 0.32% | -21.4% |
| TITN | Sell | TITAN MACHINERY | $8,753,000 | +22.5% | 805,978 | -2.0% | 0.32% | -17.9% |
| MINI | Buy | MOBILE MINI | $8,689,000 | +286.5% | 294,538 | +243.7% | 0.31% | +159.5% |
| BPMC | New | BLUEPRINT MEDICINES CORP | $8,637,000 | – | 110,726 | +100.0% | 0.31% | – |
| PRO | Buy | PROS HOLDING | $8,385,000 | +43.4% | 188,725 | +0.1% | 0.30% | -3.8% |
| KPTI | New | Karyopharm Therapeutics | $8,297,000 | – | 438,081 | +100.0% | 0.30% | – |
| CIEN | Buy | CIENA | $7,815,000 | +176.5% | 144,282 | +103.3% | 0.28% | +86.2% |
| CWST | Buy | CASELLA WASTE SYSTEMS | $7,325,000 | +112.9% | 140,542 | +59.5% | 0.26% | +43.2% |
| VAPO | New | Vapotherm | $7,321,000 | – | 178,598 | +100.0% | 0.26% | – |
| AAN | Sell | AARON'S INC. | $6,754,000 | +95.8% | 148,777 | -1.7% | 0.24% | +31.2% |
| BLUE | New | BLUEBIRD BIO | $6,468,000 | – | 105,966 | +100.0% | 0.23% | – |
| GAN | New | GAN Ltd | $6,294,000 | – | 247,314 | +100.0% | 0.23% | – |
| MPAA | Sell | MOTOR PARTS OF AMERICA | $6,160,000 | -10.4% | 348,639 | -36.2% | 0.22% | -39.7% |
| MGNX | Sell | MACROGENICS | $6,117,000 | +368.0% | 219,106 | -2.5% | 0.22% | +215.7% |
| CTSO | Sell | CYTOSORBENTS CORPORATION | $5,836,000 | +9.2% | 589,483 | -14.7% | 0.21% | -26.7% |
| PRPL | New | PURPLE INNOVATION | $5,702,000 | – | 316,768 | +100.0% | 0.21% | – |
| CEVA | Sell | CEVA | $5,483,000 | +46.0% | 146,529 | -2.7% | 0.20% | -2.0% |
| TCBI | Buy | TEXAS CAPITAL BANCSHARES | $5,451,000 | +230.6% | 176,564 | +137.4% | 0.20% | +121.3% |
| HBIO | Sell | HARVARD BIOSCIENCE | $5,373,000 | +31.7% | 1,733,143 | -6.1% | 0.19% | -11.8% |
| AUTL | Buy | AUTOLUS | $5,302,000 | +193.4% | 330,747 | +9.6% | 0.19% | +97.9% |
| LGND | Sell | LIGAND PHARMACEUTICALS | $5,243,000 | +42.7% | 46,878 | -7.2% | 0.19% | -4.0% |
| KIDS | Buy | ORTHOPEDIATRICS | $4,937,000 | +20.2% | 112,809 | +8.9% | 0.18% | -19.5% |
| NMRK | Sell | NEWMARK | $4,781,000 | -15.9% | 983,689 | -26.5% | 0.17% | -43.5% |
| NLTX | New | NEOLEUKIN THERAPEUTICS | $4,562,000 | – | 274,808 | +100.0% | 0.16% | – |
| PRFT | Buy | PERFICIENT | $4,566,000 | +71.8% | 127,591 | +30.1% | 0.16% | +15.4% |
| BLFS | Sell | BIOLIFE SOLUTIONS | $4,274,000 | +63.9% | 261,382 | -4.8% | 0.16% | +10.7% |
| MTN | Buy | VAIL RESORTS INC | $4,213,000 | +235.7% | 23,127 | +172.2% | 0.15% | +123.5% |
| ECPG | Buy | ENCORE CAP GROUP | $4,067,000 | +177.6% | 118,995 | +90.0% | 0.15% | +86.1% |
| KIN | Sell | KINDRED BIOSCIENCES | $4,003,000 | +8.7% | 891,541 | -3.2% | 0.14% | -26.8% |
| IPHI | Sell | INPHI | $3,905,000 | +22.5% | 33,234 | -17.4% | 0.14% | -18.0% |
| NTNX | Buy | NUTANIX | $3,834,000 | +103.1% | 161,732 | +35.4% | 0.14% | +36.3% |
| WNS | Buy | WNS HOLDINGS LTD | $3,761,000 | +58.6% | 68,410 | +24.0% | 0.14% | +6.2% |
| QLYS | Sell | QUALYS INC | $3,769,000 | +5.2% | 36,230 | -12.0% | 0.14% | -29.5% |
| KNSL | Sell | KINSALE CAPITAL GROUP | $3,680,000 | +4.8% | 23,709 | -29.4% | 0.13% | -29.6% |
| PRTK | Sell | PARATEK PHARMACEUTICALS | $3,566,000 | +61.1% | 683,103 | -2.8% | 0.13% | +8.4% |
| LQDT | Buy | LIQUIDITY SERVICES | $3,566,000 | +73.7% | 598,264 | +13.0% | 0.13% | +16.2% |
| JNCE | Buy | JOUNCE THERAPEUTICS | $3,559,000 | +183.6% | 515,748 | +95.3% | 0.13% | +89.7% |
| TTGT | Sell | TECHTARGET INC | $3,493,000 | +37.0% | 116,329 | -6.0% | 0.13% | -8.0% |
| STNG | Buy | SCORPIO TANKERS | $3,411,000 | -15.1% | 266,289 | +26.7% | 0.12% | -43.1% |
| VRNS | Buy | VARONIS SYSTEMS | $3,378,000 | +208.2% | 38,173 | +121.8% | 0.12% | +106.8% |
| RDWR | Buy | RADWARE | $3,338,000 | +14.6% | 141,495 | +2.3% | 0.12% | -22.9% |
| CRSP | Buy | CRISPR THERAPEUTICS | $3,206,000 | +121.6% | 43,625 | +27.8% | 0.12% | +48.7% |
| CYBR | Buy | CYBERARK SOFTWARE | $3,166,000 | +50.3% | 31,887 | +29.5% | 0.11% | +0.9% |
| TWLO | Sell | TWILIO | $3,078,000 | -35.3% | 14,026 | -73.6% | 0.11% | -56.6% |
| OKTA | Sell | OKTA INC | $3,022,000 | -2.1% | 15,092 | -40.2% | 0.11% | -34.3% |
| CTMX | Buy | CYTOMX THERAPEUTICS | $2,983,000 | +46.4% | 358,122 | +34.8% | 0.11% | -1.8% |
| TER | Buy | TERADYNE | $2,973,000 | +56.6% | 35,177 | +0.4% | 0.11% | +4.9% |
| NEWR | Buy | NEW RELIC | $2,945,000 | +56.7% | 42,740 | +5.2% | 0.11% | +5.0% |
| MPWR | Sell | MONOLITHIC POWER | $2,874,000 | +39.4% | 12,126 | -1.5% | 0.10% | -6.3% |
| PRLB | Buy | PROTO LABS | $2,860,000 | +48.3% | 25,430 | +0.4% | 0.10% | -1.0% |
| PTC | Sell | PTC INC | $2,832,000 | +1.6% | 36,400 | -20.1% | 0.10% | -32.0% |
| JRVR | New | JAMES RIVER GROUP | $2,826,000 | – | 62,808 | +100.0% | 0.10% | – |
| XNCR | Buy | XENCOR | $2,781,000 | +8.8% | 85,869 | +0.4% | 0.10% | -26.8% |
| BEAM | Sell | BEAM THERAPEUTICS | $2,705,000 | +52.9% | 96,598 | -1.7% | 0.10% | +3.2% |
| NPTN | Buy | NEOPHOTONICS CORP | $2,667,000 | +57.3% | 300,338 | +28.4% | 0.10% | +5.5% |
| TW | Sell | TRADEWEB MARKETS INC | $2,651,000 | -24.6% | 45,586 | -45.5% | 0.10% | -49.2% |
| FREQ | Sell | FREQUENCY THERAPEUTICS | $2,533,000 | +27.9% | 108,929 | -2.0% | 0.09% | -14.0% |
| VICR | Sell | VICOR CORPORATION | $2,513,000 | +33.8% | 34,924 | -17.2% | 0.09% | -9.9% |
| AERI | Buy | AERI PHARMACEUTICALS | $2,442,000 | +52.9% | 165,494 | +39.9% | 0.09% | +2.3% |
| ICPT | Buy | INTERCEPT PHARMACEUTICALS | $2,412,000 | -23.5% | 50,342 | +0.5% | 0.09% | -48.8% |
| PFPT | Buy | PROOFPOINT | $2,352,000 | +14.7% | 21,164 | +5.9% | 0.08% | -22.7% |
| SLAB | Buy | SILICON LABORATORIES INC | $2,356,000 | +36.6% | 23,497 | +16.4% | 0.08% | -8.6% |
| CTG | Sell | COMPUTER TASK GROUP | $2,282,000 | -5.1% | 566,293 | -9.8% | 0.08% | -36.4% |
| QTS | Sell | QTS REALTY TRUST | $2,271,000 | -43.5% | 35,441 | -48.9% | 0.08% | -62.2% |
| SPRO | Sell | SPERO THERAPEUTICS | $2,254,000 | +62.7% | 166,606 | -2.8% | 0.08% | +8.0% |
| AIRG | New | AIRGAIN INC | $2,062,000 | – | 191,971 | +100.0% | 0.08% | – |
| EDIT | Buy | EDITAS MEDICINE | $2,080,000 | +92.4% | 70,305 | +28.9% | 0.08% | +29.3% |
| FENC | Sell | FENNEC PHARMACEUTICALS | $2,049,000 | +27.7% | 245,377 | -9.2% | 0.07% | -14.0% |
| CDTX | Sell | CIDARA THERAPEUTICS | $2,060,000 | +44.4% | 558,215 | -3.0% | 0.07% | -3.9% |
| SHSP | Buy | SHARPSPRING | $1,989,000 | +62.5% | 226,580 | +12.2% | 0.07% | +9.1% |
| FLDM | Sell | FLUIDIGM CORP | $1,897,000 | +0.6% | 472,970 | -36.3% | 0.07% | -32.4% |
| EXPE | New | EXPEDIA | $1,851,000 | – | 22,518 | +100.0% | 0.07% | – |
| RWT | Sell | REDWOOD TRUST | $1,811,000 | -1.3% | 258,680 | -28.6% | 0.06% | -34.3% |
| NTLA | Buy | INTELLIA THERAPEUTICS | $1,604,000 | +120.9% | 76,305 | +28.6% | 0.06% | +48.7% |
| SIEN | Sell | SIENTRA | $1,434,000 | -11.0% | 370,566 | -54.2% | 0.05% | -40.2% |
| XENE | XENON PHARMACEUTICALS | $1,392,000 | +10.6% | 110,999 | 0.0% | 0.05% | -26.5% | |
| AKTS | Buy | AKOUSTIS TECHNOLOGIES | $1,368,000 | +66.0% | 164,979 | +7.6% | 0.05% | +11.4% |
| ORGO | Buy | ORGANOGENESIS HLDGS INC | $1,345,000 | +45.6% | 350,280 | +22.5% | 0.05% | -2.0% |
| DDOG | Sell | DATA DOG INC CLASS A | $1,188,000 | +17.9% | 13,658 | -51.3% | 0.04% | -20.4% |
| ANGI | New | ANGI HOME SERVICES | $1,122,000 | – | 92,335 | +100.0% | 0.04% | – |
| FANG | New | DIAMONDBACK ENERGY | $1,127,000 | – | 26,952 | +100.0% | 0.04% | – |
| SGMO | Buy | SANGAMO BIOSCIENCES | $1,111,000 | +72.5% | 123,951 | +22.6% | 0.04% | +14.3% |
| Buy | NABRIVA THERAPEUTICS PLC | $933,000 | +526.2% | 1,383,192 | +434.2% | 0.03% | +325.0% | |
| BIO | New | BIO-RAD LABORATORIES, INC. | $929,000 | – | 2,058 | +100.0% | 0.03% | – |
| XERS | New | XERIS PHARMACEUTICALS | $905,000 | – | 340,403 | +100.0% | 0.03% | – |
| ABMD | Sell | ABIOMED | $919,000 | -70.7% | 3,802 | -82.4% | 0.03% | -80.5% |
| TYL | New | TYLER TECHNOLOGIES | $910,000 | – | 2,621 | +100.0% | 0.03% | – |
| JOUT | New | JOUT OUTDOORS INC CL A | $892,000 | – | 9,798 | +100.0% | 0.03% | – |
| PFIE | Sell | PROFIRE ENERGY | $860,000 | -20.3% | 1,027,006 | -25.0% | 0.03% | -46.6% |
| SOHO | Sell | SOTHERLY HOTELS | $799,000 | +41.9% | 317,151 | -9.8% | 0.03% | -3.3% |
| MTCH | New | MATCH GROUP | $738,000 | – | 6,893 | +100.0% | 0.03% | – |
| RMBL | Sell | RUMBLE ON INC CLASS B | $630,000 | +107.9% | 65,117 | -95.5% | 0.02% | +43.8% |
| REI | Sell | RING ENERGY | $588,000 | -71.0% | 506,695 | -83.5% | 0.02% | -80.7% |
| AIN | New | ALBANY INTERNATIONAL CORP | $555,000 | – | 9,453 | +100.0% | 0.02% | – |
| IR | New | INGERSOLL RAND | $552,000 | – | 19,650 | +100.0% | 0.02% | – |
| OTIC | Sell | OTONOMY INC | $540,000 | +65.6% | 149,290 | -9.8% | 0.02% | +11.1% |
| YNDX | New | YANDEX NV | $501,000 | – | 10,012 | +100.0% | 0.02% | – |
| RNG | RINGCENTRAL | $511,000 | +34.5% | 1,792 | 0.0% | 0.02% | -10.0% | |
| PODD | Sell | INSULET CORP | $382,000 | +12.4% | 1,964 | -4.2% | 0.01% | -22.2% |
| TACT | Buy | TRANSACT TECHNOLOGIES INC | $389,000 | +54.4% | 84,878 | +4.7% | 0.01% | 0.0% |
| AGX | Sell | Argan Inc | $349,000 | +29.3% | 7,362 | -5.6% | 0.01% | -13.3% |
| ETTX | Sell | ENTASIS THERAPEUTICS HOLDINGS | $340,000 | -16.9% | 114,829 | -25.8% | 0.01% | -45.5% |
| GWRE | New | GUIDEWIRE SOFTWARE | $292,000 | – | 2,635 | +100.0% | 0.01% | – |
| BOOM | Sell | DMC GLOBAL INC | $240,000 | -97.6% | 8,713 | -98.0% | 0.01% | -98.3% |
| BMRA | New | BIOMERICA | $183,000 | – | 25,184 | +100.0% | 0.01% | – |
| HDSN | New | HUDSON TECHNOLOGIES | $93,000 | – | 92,410 | +100.0% | 0.00% | – |
| TTOO | Exit | T2 BIOSYSTEMS | $0 | – | -310,654 | -100.0% | -0.01% | – |
| MTCH | Exit | MATCH GROUP | $0 | – | -6,659 | -100.0% | -0.02% | – |
| PLUG | Exit | PLUG POWER | $0 | – | -137,749 | -100.0% | -0.03% | – |
| WIX | Exit | WIX COM | $0 | – | -5,874 | -100.0% | -0.03% | – |
| ITRM | Exit | ITERUM THERAPEUTICS | $0 | – | -241,121 | -100.0% | -0.04% | – |
| COLL | Exit | COLLEGIUM PHARMACEUTICAL | $0 | – | -74,047 | -100.0% | -0.06% | – |
| IOTS | Exit | ADESTO TECHNOLOGIES | $0 | – | -126,144 | -100.0% | -0.08% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -5,465 | -100.0% | -0.08% | – |
| CSPR | Exit | CASPER SLEEP | $0 | – | -487,009 | -100.0% | -0.11% | – |
| WST | Exit | WEST PHARMA SVCS | $0 | – | -18,609 | -100.0% | -0.15% | – |
| GNFT | Exit | GENFIT SA ADR | $0 | – | -198,175 | -100.0% | -0.16% | – |
| GMED | Exit | GLOBUS MEDICAL INC. | $0 | – | -76,725 | -100.0% | -0.18% | – |
| AKAM | Exit | AKAMAI | $0 | – | -37,884 | -100.0% | -0.19% | – |
| DY | Exit | DYCOM INDUSTRIES | $0 | – | -171,359 | -100.0% | -0.24% | – |
| EGHT | Exit | 8X8 INC | $0 | – | -402,231 | -100.0% | -0.30% | – |
| LOPE | Exit | GRAND CANYON EDUCATION | $0 | – | -91,635 | -100.0% | -0.38% | – |
| THRM | Exit | GENTHERM | $0 | – | -243,912 | -100.0% | -0.41% | – |
| JBT | Exit | JOHN BEAN TECHNOLOGIES | $0 | – | -110,311 | -100.0% | -0.44% | – |
| ENSG | Exit | ENSIGN GROUP | $0 | – | -372,297 | -100.0% | -0.75% | – |
| RUBI | Exit | RUBICON PROJECT INC | $0 | – | -3,314,864 | -100.0% | -0.99% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
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 | 41 | Q2 2023 | 4.7% |
| SPS COMM INC | 41 | Q2 2023 | 3.5% |
| EURONET WORLDWIDE, INC | 41 | Q2 2023 | 1.7% |
| OSI SYSTEMS INC | 41 | Q2 2023 | 2.4% |
| RBC BEARINGS INC | 41 | Q2 2023 | 1.5% |
| DOUGLAS DYNAMICS INC | 41 | Q2 2023 | 1.0% |
| PROS HOLDINGS INC | 41 | Q2 2023 | 0.7% |
| RADWARE LTD | 41 | Q2 2023 | 1.3% |
| RUSH ENTERPRISES INC | 41 | Q2 2023 | 1.1% |
| POWER INTEGRATIONS INC | 41 | Q2 2023 | 0.9% |
View Granahan Investment Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| AIRGAIN INC | February 14, 2023 | 690,274 | 6.8% |
| BIOMERICA INC | February 14, 2023 | 1,122,701 | 8.4% |
| EverQuote, Inc. | February 14, 2023 | 1,641,293 | 6.3% |
| Evolent Health, Inc. | February 14, 2023 | 3,155,211 | 3.1% |
| indie Semiconductor, Inc. | February 14, 2023 | 7,290,449 | 6.0% |
| Kornit Digital Ltd. | February 14, 2023 | 3,514,473 | 7.1% |
| LIQUIDITY SERVICES INC | February 14, 2023 | 2,128,347 | 6.0% |
| Lovesac Co | February 14, 2023 | 1,299,851 | 8.6% |
| MAGNITE, INC. | February 14, 2023 | 10,419,013 | 7.8% |
| Porch Group, Inc. | February 14, 2023 | 13,295,572 | 13.2% |
View Granahan Investment Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-14 |
| SC 13G/A | 2023-10-18 |
| 13F-HR | 2023-08-14 |
| SC 13G/A | 2023-07-24 |
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
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.