Granahan Investment Management Q2 2020 holdings

$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 SellLIVEPERSON$126,348
+72.2%
3,049,669
-5.4%
4.57%
+15.6%
AXON BuyAXON ENTERPRISE$121,106
+66.6%
1,234,138
+20.2%
4.38%
+11.9%
ETSY SellETSY INC$97,816
+133.1%
920,794
-15.7%
3.54%
+56.5%
CHGG SellCHEGG INC$95,728
+16.5%
1,423,248
-38.0%
3.46%
-21.8%
KRNT BuyKORNIT DIGITAL$83,714
+120.4%
1,568,269
+2.8%
3.03%
+47.9%
PCTY SellPAYLOCITY HOLDINGS CORP$83,482
+34.6%
572,226
-18.5%
3.02%
-9.6%
CSGP BuyCOSTAR CORP$81,856
+22.2%
115,182
+1.0%
2.96%
-18.0%
EHTH BuyEHEALTH INC$65,542
-14.1%
667,160
+23.1%
2.37%
-42.4%
SPSC SellSPS COMMERCE$65,325
+22.9%
869,602
-23.9%
2.36%
-17.5%
STRA BuySTRATEGIC EDUCATION$55,401
+27.5%
360,567
+16.0%
2.00%
-14.4%
ENPH SellENPHASE ENERGY$54,731
+11.3%
1,150,523
-24.4%
1.98%
-25.2%
MGNI NewMAGNITE$52,4147,858,116
+100.0%
1.90%
BRKS BuyBROOKS AUTOMATION$51,315
+48.7%
1,159,930
+2.5%
1.86%
-0.2%
HQY BuyHEALTHEQUITY$48,369
+122.0%
824,431
+91.4%
1.75%
+49.1%
OSIS BuyOSI SYSTEMS$47,956
+24.9%
642,498
+15.3%
1.73%
-16.2%
PAYC SellPAYCOM SOFTWARE$47,271
-8.2%
152,619
-40.1%
1.71%
-38.4%
COUP SellCOUPA SOFTWARE INC$42,915
+46.4%
154,907
-26.2%
1.55%
-1.8%
EVER BuyEVERQUOTE INC$41,833
+194.5%
719,267
+32.9%
1.51%
+97.6%
VRTU SellVIRTUSA CORP$40,690
+8.8%
1,253,181
-4.8%
1.47%
-27.0%
TWOU Buy2U INC$37,290
+177.5%
982,349
+55.1%
1.35%
+86.2%
BFAM BuyBRIGHT HORIZONS$33,873
+87.8%
289,021
+63.4%
1.22%
+26.2%
PS SellPLURALSIGHT INC CLASS A$33,361
+45.9%
1,848,263
-11.3%
1.21%
-2.0%
TTD SellTRADE DESK INC CLASS A$30,416
+44.0%
74,823
-31.6%
1.10%
-3.3%
BL NewBLACKLINE$30,235364,676
+100.0%
1.09%
SPT SellSprout Social Inc Class A$28,222
+37.6%
1,045,243
-18.6%
1.02%
-7.6%
HUBS SellHUBSPOT$27,676
+41.6%
123,361
-16.0%
1.00%
-4.9%
LLNW SellLIMELIGHT NETWORKS$27,029
+13.0%
3,672,398
-12.5%
0.98%
-24.1%
APPS SellDIGITAL TURBINE INC$26,316
+179.3%
2,093,573
-4.2%
0.95%
+87.6%
WK NewWORKIVA CLASS A$23,472438,813
+100.0%
0.85%
LOVE BuyLOVESAC$23,442
+433.6%
893,719
+18.6%
0.85%
+257.4%
GLOB SellGLOBANT SA$23,332
+48.8%
155,705
-12.7%
0.84%
-0.1%
SAH BuySONIC AUTOMOTIVE INC$23,072
+1035.4%
723,037
+372.5%
0.83%
+665.1%
ZS SellZSCALER INC$22,490
+34.4%
205,392
-25.3%
0.81%
-9.8%
CYRX BuyCRYOPORT$21,442
+110.5%
708,829
+18.8%
0.78%
+41.4%
RGEN SellREPLIGEN$21,300
+8.6%
167,231
-17.7%
0.77%
-27.1%
CSOD BuyCORNERSTONE ONDEMAND$20,734
+31.7%
537,713
+8.4%
0.75%
-11.6%
EVH BuyEVOLENT HEALTH$20,501
+205.4%
2,879,315
+132.9%
0.74%
+105.3%
IMMU BuyIMMUNOMEDICS$19,647
+180.1%
554,372
+6.5%
0.71%
+87.8%
ROLL BuyRBC BEARINGS$19,490
+42.7%
145,403
+20.1%
0.70%
-4.2%
NEO BuyNEOGENOMICS$19,416
+14.1%
626,719
+1.7%
0.70%
-23.4%
CMCO BuyCOLUMBUS MCKINNON CORPORATION$19,416
+45.8%
580,457
+9.0%
0.70%
-2.1%
VCEL BuyVERICEL CORPORATION$18,860
+183.5%
1,364,674
+88.1%
0.68%
+90.5%
DBX BuyDROPBOX INC$18,501
+185.0%
849,824
+137.0%
0.67%
+91.1%
ARGX SellARGENX SE ADR$18,402
+27.8%
81,704
-25.3%
0.66%
-14.3%
CLDR BuyCLOUDERA, INC$18,148
+101.8%
1,426,692
+24.9%
0.66%
+35.5%
EEFT BuyEURONET$17,845
+286.0%
186,236
+245.4%
0.64%
+159.0%
VCTR BuyVICTORY CAPITAL CLASS A$17,570
+37.7%
1,022,131
+31.0%
0.64%
-7.6%
ONEM Sell1Life Healthcare$17,476
+76.7%
481,175
-11.7%
0.63%
+18.6%
SSTI BuySHOTSPOTTER$17,396
-6.5%
690,314
+2.0%
0.63%
-37.2%
OSW BuyONESPAWORLD HOLDINGS LTD$17,288
+111.2%
3,624,242
+79.7%
0.62%
+41.7%
HZO BuyMARINEMAX INC$16,821
+178.4%
751,257
+29.5%
0.61%
+87.1%
ESPR BuyESPERION THERAPEUTICS$15,997
+120.2%
311,776
+35.3%
0.58%
+47.8%
MTRN BuyMATERION CORPORATION$15,913
+127.0%
258,786
+29.3%
0.58%
+52.5%
VCYT BuyVERACYTE INC$15,870
+50.5%
612,753
+41.3%
0.57%
+1.1%
EXAS SellEXACT SCIENCES$14,941
-23.5%
171,860
-48.9%
0.54%
-48.6%
CNMD BuyCONMED CORP$14,677
+34.5%
203,881
+7.0%
0.53%
-9.5%
PCRX BuyPACIRA BIOSCIENCES INC$14,149
+98.1%
269,663
+26.6%
0.51%
+33.0%
QTWO BuyQ2 HOLDINGS$14,058
+51.3%
163,870
+4.2%
0.51%
+1.6%
PLOW SellDOUGLAS DYNAMICS$13,592
-2.6%
387,015
-1.5%
0.49%
-34.7%
SLQT NewSELECTQUOTE$13,551534,963
+100.0%
0.49%
ALTG BuyALTA EQUIPMENT GROUP INC$13,323
+206.9%
1,714,725
+68.7%
0.48%
+106.0%
INSM BuyINSMED$13,047
+101.9%
473,765
+17.5%
0.47%
+35.6%
RUSHA SellRUSH ENTERPRISES$13,006
+27.9%
313,700
-1.5%
0.47%
-14.1%
XLRN SellACCELERON PHARMA$12,756
-3.3%
133,891
-8.7%
0.46%
-35.1%
UPLD SellUPLAND SOFTWARE$12,066
+21.8%
347,114
-6.0%
0.44%
-18.2%
MIME SellMIMECAST LIMITED$11,869
-25.7%
284,899
-37.1%
0.43%
-50.2%
GTLS BuyCHART INDUSTRIES$11,731
+98.3%
241,927
+18.5%
0.42%
+32.9%
LXFR SellLUXFER HOLDINGS PLC$11,203
-2.3%
791,700
-2.3%
0.40%
-34.4%
PSTG SellPURE STORAGE INC$11,148
+38.5%
643,241
-1.7%
0.40%
-6.9%
POWI BuyPOWER INTEGRATIONS$10,897
+48.6%
92,242
+11.1%
0.39%
-0.3%
GTN SellGRAY TELEVISION$10,422
+11.5%
747,103
-14.2%
0.38%
-25.0%
CSTL BuyCASTLE BIOSCIENCES$10,388
+755.7%
275,630
+576.7%
0.38%
+478.5%
IIPR SellINNOVATIVE INDUSTRIAL PRODUCTS$10,379
-22.3%
117,921
-32.9%
0.38%
-47.8%
OXFD SellOXFORD IMMUNOTEC GLOBAL PLC$10,351
+37.2%
796,249
-2.2%
0.37%
-7.9%
BGCP SellBGC PARTNERS INC$10,353
+1.4%
3,778,596
-6.8%
0.37%
-32.0%
ENTA BuyENANTA PHARMACEUTICALS$10,313
+35.0%
205,400
+38.2%
0.37%
-9.5%
FLXN BuyFLEXION THERAPEUTICS INC$10,202
+83.7%
775,813
+9.9%
0.37%
+23.4%
RPD BuyRAPID7$9,882
+33.3%
193,682
+13.2%
0.36%
-10.5%
TDOC SellTELADOC$9,870
-43.2%
51,719
-53.9%
0.36%
-61.9%
WDC BuyWESTERN DIGITAL$9,677
+1631.1%
219,178
+1531.2%
0.35%
+1066.7%
ATRC BuyATRICURE$9,693
+34.5%
215,640
+0.5%
0.35%
-9.8%
QTRX BuyQUANTERIX CORPORATION$9,614
+184.4%
351,018
+90.8%
0.35%
+91.2%
CSII BuyCARDIOVASCULAR SYSTEMS$9,259
-9.7%
293,484
+0.8%
0.34%
-39.3%
ONTO BuyONTO INNOVATION$9,092
+15.9%
267,101
+1.1%
0.33%
-22.0%
VG SellVONAGE HOLDINGS$9,031
+28.3%
897,736
-7.8%
0.33%
-14.0%
LAWS SellLAWSON PRODUCTS$8,974
+17.4%
278,183
-2.8%
0.32%
-21.4%
TITN SellTITAN MACHINERY$8,753
+22.5%
805,978
-2.0%
0.32%
-17.9%
MINI BuyMOBILE MINI$8,689
+286.5%
294,538
+243.7%
0.31%
+159.5%
BPMC NewBLUEPRINT MEDICINES CORP$8,637110,726
+100.0%
0.31%
PRO BuyPROS HOLDING$8,385
+43.4%
188,725
+0.1%
0.30%
-3.8%
KPTI NewKaryopharm Therapeutics$8,297438,081
+100.0%
0.30%
CIEN BuyCIENA$7,815
+176.5%
144,282
+103.3%
0.28%
+86.2%
CWST BuyCASELLA WASTE SYSTEMS$7,325
+112.9%
140,542
+59.5%
0.26%
+43.2%
VAPO NewVapotherm$7,321178,598
+100.0%
0.26%
AAN SellAARON'S INC.$6,754
+95.8%
148,777
-1.7%
0.24%
+31.2%
BLUE NewBLUEBIRD BIO$6,468105,966
+100.0%
0.23%
GAN NewGAN Ltd$6,294247,314
+100.0%
0.23%
MPAA SellMOTOR PARTS OF AMERICA$6,160
-10.4%
348,639
-36.2%
0.22%
-39.7%
MGNX SellMACROGENICS$6,117
+368.0%
219,106
-2.5%
0.22%
+215.7%
CTSO SellCYTOSORBENTS CORPORATION$5,836
+9.2%
589,483
-14.7%
0.21%
-26.7%
PRPL NewPURPLE INNOVATION$5,702316,768
+100.0%
0.21%
CEVA SellCEVA$5,483
+46.0%
146,529
-2.7%
0.20%
-2.0%
TCBI BuyTEXAS CAPITAL BANCSHARES$5,451
+230.6%
176,564
+137.4%
0.20%
+121.3%
HBIO SellHARVARD BIOSCIENCE$5,373
+31.7%
1,733,143
-6.1%
0.19%
-11.8%
AUTL BuyAUTOLUS$5,302
+193.4%
330,747
+9.6%
0.19%
+97.9%
LGND SellLIGAND PHARMACEUTICALS$5,243
+42.7%
46,878
-7.2%
0.19%
-4.0%
KIDS BuyORTHOPEDIATRICS$4,937
+20.2%
112,809
+8.9%
0.18%
-19.5%
NMRK SellNEWMARK$4,781
-15.9%
983,689
-26.5%
0.17%
-43.5%
NLTX NewNEOLEUKIN THERAPEUTICS$4,562274,808
+100.0%
0.16%
PRFT BuyPERFICIENT$4,566
+71.8%
127,591
+30.1%
0.16%
+15.4%
BLFS SellBIOLIFE SOLUTIONS$4,274
+63.9%
261,382
-4.8%
0.16%
+10.7%
MTN BuyVAIL RESORTS INC$4,213
+235.7%
23,127
+172.2%
0.15%
+123.5%
ECPG BuyENCORE CAP GROUP$4,067
+177.6%
118,995
+90.0%
0.15%
+86.1%
KIN SellKINDRED BIOSCIENCES$4,003
+8.7%
891,541
-3.2%
0.14%
-26.8%
IPHI SellINPHI$3,905
+22.5%
33,234
-17.4%
0.14%
-18.0%
NTNX BuyNUTANIX$3,834
+103.1%
161,732
+35.4%
0.14%
+36.3%
WNS BuyWNS HOLDINGS LTD$3,761
+58.6%
68,410
+24.0%
0.14%
+6.2%
QLYS SellQUALYS INC$3,769
+5.2%
36,230
-12.0%
0.14%
-29.5%
KNSL SellKINSALE CAPITAL GROUP$3,680
+4.8%
23,709
-29.4%
0.13%
-29.6%
PRTK SellPARATEK PHARMACEUTICALS$3,566
+61.1%
683,103
-2.8%
0.13%
+8.4%
LQDT BuyLIQUIDITY SERVICES$3,566
+73.7%
598,264
+13.0%
0.13%
+16.2%
JNCE BuyJOUNCE THERAPEUTICS$3,559
+183.6%
515,748
+95.3%
0.13%
+89.7%
TTGT SellTECHTARGET INC$3,493
+37.0%
116,329
-6.0%
0.13%
-8.0%
STNG BuySCORPIO TANKERS$3,411
-15.1%
266,289
+26.7%
0.12%
-43.1%
VRNS BuyVARONIS SYSTEMS$3,378
+208.2%
38,173
+121.8%
0.12%
+106.8%
RDWR BuyRADWARE$3,338
+14.6%
141,495
+2.3%
0.12%
-22.9%
CRSP BuyCRISPR THERAPEUTICS$3,206
+121.6%
43,625
+27.8%
0.12%
+48.7%
CYBR BuyCYBERARK SOFTWARE$3,166
+50.3%
31,887
+29.5%
0.11%
+0.9%
TWLO SellTWILIO$3,078
-35.3%
14,026
-73.6%
0.11%
-56.6%
OKTA SellOKTA INC$3,022
-2.1%
15,092
-40.2%
0.11%
-34.3%
CTMX BuyCYTOMX THERAPEUTICS$2,983
+46.4%
358,122
+34.8%
0.11%
-1.8%
TER BuyTERADYNE$2,973
+56.6%
35,177
+0.4%
0.11%
+4.9%
NEWR BuyNEW RELIC$2,945
+56.7%
42,740
+5.2%
0.11%
+5.0%
MPWR SellMONOLITHIC POWER$2,874
+39.4%
12,126
-1.5%
0.10%
-6.3%
PRLB BuyPROTO LABS$2,860
+48.3%
25,430
+0.4%
0.10%
-1.0%
PTC SellPTC INC$2,832
+1.6%
36,400
-20.1%
0.10%
-32.0%
JRVR NewJAMES RIVER GROUP$2,82662,808
+100.0%
0.10%
XNCR BuyXENCOR$2,781
+8.8%
85,869
+0.4%
0.10%
-26.8%
BEAM SellBEAM THERAPEUTICS$2,705
+52.9%
96,598
-1.7%
0.10%
+3.2%
NPTN BuyNEOPHOTONICS CORP$2,667
+57.3%
300,338
+28.4%
0.10%
+5.5%
TW SellTRADEWEB MARKETS INC$2,651
-24.6%
45,586
-45.5%
0.10%
-49.2%
FREQ SellFREQUENCY THERAPEUTICS$2,533
+27.9%
108,929
-2.0%
0.09%
-14.0%
VICR SellVICOR CORPORATION$2,513
+33.8%
34,924
-17.2%
0.09%
-9.9%
AERI BuyAERI PHARMACEUTICALS$2,442
+52.9%
165,494
+39.9%
0.09%
+2.3%
ICPT BuyINTERCEPT PHARMACEUTICALS$2,412
-23.5%
50,342
+0.5%
0.09%
-48.8%
PFPT BuyPROOFPOINT$2,352
+14.7%
21,164
+5.9%
0.08%
-22.7%
SLAB BuySILICON LABORATORIES INC$2,356
+36.6%
23,497
+16.4%
0.08%
-8.6%
CTG SellCOMPUTER TASK GROUP$2,282
-5.1%
566,293
-9.8%
0.08%
-36.4%
QTS SellQTS REALTY TRUST$2,271
-43.5%
35,441
-48.9%
0.08%
-62.2%
SPRO SellSPERO THERAPEUTICS$2,254
+62.7%
166,606
-2.8%
0.08%
+8.0%
AIRG NewAIRGAIN INC$2,062191,971
+100.0%
0.08%
EDIT BuyEDITAS MEDICINE$2,080
+92.4%
70,305
+28.9%
0.08%
+29.3%
FENC SellFENNEC PHARMACEUTICALS$2,049
+27.7%
245,377
-9.2%
0.07%
-14.0%
CDTX SellCIDARA THERAPEUTICS$2,060
+44.4%
558,215
-3.0%
0.07%
-3.9%
SHSP BuySHARPSPRING$1,989
+62.5%
226,580
+12.2%
0.07%
+9.1%
FLDM SellFLUIDIGM CORP$1,897
+0.6%
472,970
-36.3%
0.07%
-32.4%
EXPE NewEXPEDIA$1,85122,518
+100.0%
0.07%
RWT SellREDWOOD TRUST$1,811
-1.3%
258,680
-28.6%
0.06%
-34.3%
NTLA BuyINTELLIA THERAPEUTICS$1,604
+120.9%
76,305
+28.6%
0.06%
+48.7%
SIEN SellSIENTRA$1,434
-11.0%
370,566
-54.2%
0.05%
-40.2%
XENE  XENON PHARMACEUTICALS$1,392
+10.6%
110,9990.0%0.05%
-26.5%
AKTS BuyAKOUSTIS TECHNOLOGIES$1,368
+66.0%
164,979
+7.6%
0.05%
+11.4%
ORGO BuyORGANOGENESIS HLDGS INC$1,345
+45.6%
350,280
+22.5%
0.05%
-2.0%
DDOG SellDATA DOG INC CLASS A$1,188
+17.9%
13,658
-51.3%
0.04%
-20.4%
ANGI NewANGI HOME SERVICES$1,12292,335
+100.0%
0.04%
FANG NewDIAMONDBACK ENERGY$1,12726,952
+100.0%
0.04%
SGMO BuySANGAMO BIOSCIENCES$1,111
+72.5%
123,951
+22.6%
0.04%
+14.3%
BuyNABRIVA THERAPEUTICS PLC$933
+526.2%
1,383,192
+434.2%
0.03%
+325.0%
BIO NewBIO-RAD LABORATORIES, INC.$9292,058
+100.0%
0.03%
XERS NewXERIS PHARMACEUTICALS$905340,403
+100.0%
0.03%
ABMD SellABIOMED$919
-70.7%
3,802
-82.4%
0.03%
-80.5%
TYL NewTYLER TECHNOLOGIES$9102,621
+100.0%
0.03%
JOUT NewJOUT OUTDOORS INC CL A$8929,798
+100.0%
0.03%
PFIE SellPROFIRE ENERGY$860
-20.3%
1,027,006
-25.0%
0.03%
-46.6%
SOHO SellSOTHERLY HOTELS$799
+41.9%
317,151
-9.8%
0.03%
-3.3%
MTCH NewMATCH GROUP$7386,893
+100.0%
0.03%
RMBL SellRUMBLE ON INC CLASS B$630
+107.9%
65,117
-95.5%
0.02%
+43.8%
REI SellRING ENERGY$588
-71.0%
506,695
-83.5%
0.02%
-80.7%
AIN NewALBANY INTERNATIONAL CORP$5559,453
+100.0%
0.02%
IR NewINGERSOLL RAND$55219,650
+100.0%
0.02%
OTIC SellOTONOMY INC$540
+65.6%
149,290
-9.8%
0.02%
+11.1%
YNDX NewYANDEX NV$50110,012
+100.0%
0.02%
RNG  RINGCENTRAL$511
+34.5%
1,7920.0%0.02%
-10.0%
PODD SellINSULET CORP$382
+12.4%
1,964
-4.2%
0.01%
-22.2%
TACT BuyTRANSACT TECHNOLOGIES INC$389
+54.4%
84,878
+4.7%
0.01%0.0%
AGX SellArgan Inc$349
+29.3%
7,362
-5.6%
0.01%
-13.3%
ETTX SellENTASIS THERAPEUTICS HOLDINGS$340
-16.9%
114,829
-25.8%
0.01%
-45.5%
GWRE NewGUIDEWIRE SOFTWARE$2922,635
+100.0%
0.01%
BOOM SellDMC GLOBAL INC$240
-97.6%
8,713
-98.0%
0.01%
-98.3%
BMRA NewBIOMERICA$18325,184
+100.0%
0.01%
HDSN NewHUDSON TECHNOLOGIES$9392,410
+100.0%
0.00%
TTOO ExitT2 BIOSYSTEMS$0-310,654
-100.0%
-0.01%
MTCH ExitMATCH GROUP$0-6,659
-100.0%
-0.02%
PLUG ExitPLUG POWER$0-137,749
-100.0%
-0.03%
WIX ExitWIX COM$0-5,874
-100.0%
-0.03%
ITRM ExitITERUM THERAPEUTICS$0-241,121
-100.0%
-0.04%
COLL ExitCOLLEGIUM PHARMACEUTICAL$0-74,047
-100.0%
-0.06%
IOTS ExitADESTO TECHNOLOGIES$0-126,144
-100.0%
-0.08%
DXCM ExitDEXCOM INC$0-5,465
-100.0%
-0.08%
CSPR ExitCASPER SLEEP$0-487,009
-100.0%
-0.11%
WST ExitWEST PHARMA SVCS$0-18,609
-100.0%
-0.15%
GNFT ExitGENFIT SA ADR$0-198,175
-100.0%
-0.16%
GMED ExitGLOBUS MEDICAL INC.$0-76,725
-100.0%
-0.18%
AKAM ExitAKAMAI$0-37,884
-100.0%
-0.19%
DY ExitDYCOM INDUSTRIES$0-171,359
-100.0%
-0.24%
EGHT Exit8X8 INC$0-402,231
-100.0%
-0.30%
LOPE ExitGRAND CANYON EDUCATION$0-91,635
-100.0%
-0.38%
THRM ExitGENTHERM$0-243,912
-100.0%
-0.41%
JBT ExitJOHN BEAN TECHNOLOGIES$0-110,311
-100.0%
-0.44%
ENSG ExitENSIGN GROUP$0-372,297
-100.0%
-0.75%
RUBI ExitRUBICON PROJECT INC$0-3,314,864
-100.0%
-0.99%

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