$2.95 Billion is the total value of Granahan Investment Management's 180 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 27.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LPSN | Sell | LIVEPERSON | $142,598,000 | +12.9% | 2,742,798 | -10.1% | 4.84% | +5.9% |
| ENPH | Buy | ENPHASE ENERGY | $126,392,000 | +130.9% | 1,530,361 | +33.0% | 4.29% | +116.7% |
| KRNT | Buy | KORNIT DIGITAL | $121,589,000 | +45.2% | 1,874,336 | +19.5% | 4.13% | +36.4% |
| AXON | Sell | AXON ENTERPRISE | $103,005,000 | -14.9% | 1,135,670 | -8.0% | 3.50% | -20.2% |
| ETSY | Sell | ETSY INC | $99,777,000 | +2.0% | 820,332 | -10.9% | 3.39% | -4.2% |
| CSGP | Sell | COSTAR CORP | $94,219,000 | +15.1% | 111,041 | -3.6% | 3.20% | +8.0% |
| SPT | Buy | Sprout Social Inc Class A | $75,195,000 | +166.4% | 1,953,116 | +86.9% | 2.55% | +150.2% |
| MGNI | Buy | MAGNITE | $69,610,000 | +32.8% | 10,023,076 | +27.6% | 2.36% | +24.6% |
| SPSC | Buy | SPS COMMERCE | $69,083,000 | +5.8% | 887,164 | +2.0% | 2.34% | -0.8% |
| CHGG | Sell | CHEGG INC | $68,810,000 | -28.1% | 963,184 | -32.3% | 2.34% | -32.5% |
| BFAM | Buy | BRIGHT HORIZONS | $65,146,000 | +92.3% | 428,480 | +48.3% | 2.21% | +80.5% |
| EHTH | Buy | EHEALTH INC | $64,665,000 | -1.3% | 818,550 | +22.7% | 2.19% | -7.4% |
| PAYC | Buy | PAYCOM SOFTWARE | $64,455,000 | +36.4% | 207,051 | +35.7% | 2.19% | +28.0% |
| BRKS | Sell | BROOKS AUTOMATION | $50,694,000 | -1.2% | 1,095,848 | -5.5% | 1.72% | -7.3% |
| OSIS | Sell | OSI SYSTEMS | $49,558,000 | +3.3% | 638,560 | -0.6% | 1.68% | -3.0% |
| TWOU | Buy | 2U INC | $45,182,000 | +21.2% | 1,334,372 | +35.8% | 1.53% | +13.7% |
| APPS | Sell | DIGITAL TURBINE INC | $40,354,000 | +53.3% | 1,232,561 | -41.1% | 1.37% | +44.0% |
| STRA | Buy | STRATEGIC EDUCATION | $37,285,000 | -32.7% | 407,615 | +13.0% | 1.26% | -36.8% |
| EVH | Buy | EVOLENT HEALTH | $36,776,000 | +79.4% | 2,963,378 | +2.9% | 1.25% | +68.4% |
| PS | Buy | PLURALSIGHT INC CLASS A | $33,732,000 | +1.1% | 1,969,192 | +6.5% | 1.14% | -5.1% |
| EVER | Buy | EVERQUOTE INC | $33,702,000 | -19.4% | 872,202 | +21.3% | 1.14% | -24.3% |
| WK | Buy | WORKIVA CLASS A | $33,177,000 | +41.3% | 595,000 | +35.6% | 1.13% | +32.6% |
| PTAC | New | PROPTECH ACQUISITION CORP | $32,403,000 | – | 2,911,332 | +100.0% | 1.10% | – |
| COUP | Sell | COUPA SOFTWARE INC | $28,833,000 | -32.8% | 105,139 | -32.1% | 0.98% | -36.9% |
| SAH | Sell | SONIC AUTOMOTIVE INC | $28,747,000 | +24.6% | 715,816 | -1.0% | 0.98% | +16.9% |
| HUBS | Sell | HUBSPOT | $28,731,000 | +3.8% | 98,316 | -20.3% | 0.98% | -2.6% |
| GLOB | Sell | GLOBANT SA | $27,772,000 | +19.0% | 154,962 | -0.5% | 0.94% | +11.7% |
| PCTY | Sell | PAYLOCITY HOLDINGS CORP | $27,703,000 | -66.8% | 171,621 | -70.0% | 0.94% | -68.9% |
| BL | Sell | BLACKLINE | $27,034,000 | -10.6% | 301,616 | -17.3% | 0.92% | -16.1% |
| TTD | Sell | TRADE DESK INC CLASS A | $26,167,000 | -14.0% | 62,975 | -15.8% | 0.89% | -19.3% |
| HQY | Sell | HEALTHEQUITY | $25,032,000 | -48.2% | 487,290 | -40.9% | 0.85% | -51.5% |
| LOVE | Buy | LOVESAC | $24,977,000 | +6.5% | 901,358 | +0.9% | 0.85% | +0.1% |
| VCYT | Buy | VERACYTE INC | $23,890,000 | +50.5% | 735,302 | +20.0% | 0.81% | +41.3% |
| OSW | Buy | ONESPAWORLD HOLDINGS LTD | $23,821,000 | +37.8% | 3,664,725 | +1.1% | 0.81% | +29.3% |
| VCEL | Sell | VERICEL CORPORATION | $23,819,000 | +26.3% | 1,285,408 | -5.8% | 0.81% | +18.5% |
| LLNW | Buy | LIMELIGHT NETWORKS | $23,164,000 | -14.3% | 4,021,540 | +9.5% | 0.79% | -19.5% |
| CSII | Buy | CARDIOVASCULAR SYSTEMS | $22,099,000 | +138.7% | 561,609 | +91.4% | 0.75% | +123.9% |
| GTLS | Buy | CHART INDUSTRIES | $21,731,000 | +85.2% | 309,247 | +27.8% | 0.74% | +73.8% |
| CYRX | Sell | CRYOPORT | $21,710,000 | +1.2% | 458,007 | -35.4% | 0.74% | -4.9% |
| ZS | Sell | ZSCALER INC | $21,592,000 | -4.0% | 153,472 | -25.3% | 0.73% | -9.8% |
| NEO | Sell | NEOGENOMICS | $20,985,000 | +8.1% | 568,857 | -9.2% | 0.71% | +1.4% |
| CNMD | Buy | CONMED CORP | $20,112,000 | +37.0% | 255,645 | +25.4% | 0.68% | +28.4% |
| QDEL | New | QUIDEL CORP | $19,930,000 | – | 90,849 | +100.0% | 0.68% | – |
| SSTI | Sell | SHOTSPOTTER | $19,433,000 | +11.7% | 626,076 | -9.3% | 0.66% | +4.8% |
| RGEN | Sell | REPLIGEN | $19,173,000 | -10.0% | 129,950 | -22.3% | 0.65% | -15.5% |
| DBX | Buy | DROPBOX INC | $19,111,000 | +3.3% | 992,272 | +16.8% | 0.65% | -3.0% |
| CMCO | Sell | COLUMBUS MCKINNON CORPORATION | $19,064,000 | -1.8% | 575,971 | -0.8% | 0.65% | -7.8% |
| CSTL | Buy | CASTLE BIOSCIENCES | $18,928,000 | +82.2% | 367,885 | +33.5% | 0.64% | +70.7% |
| CLDR | Buy | CLOUDERA, INC | $18,355,000 | +1.1% | 1,685,437 | +18.1% | 0.62% | -5.0% |
| ESPR | Buy | ESPERION THERAPEUTICS | $18,143,000 | +13.4% | 488,099 | +56.6% | 0.62% | +6.6% |
| ENPCU | New | EXECUTIVE NETWORKING PARTNERIN | $17,862,000 | – | 707,405 | +100.0% | 0.61% | – |
| EEFT | Buy | EURONET | $17,600,000 | -1.4% | 193,202 | +3.7% | 0.60% | -7.4% |
| VCTR | Sell | VICTORY CAPITAL CLASS A | $17,200,000 | -2.1% | 1,018,355 | -0.4% | 0.58% | -8.0% |
| UPLD | Buy | UPLAND SOFTWARE | $17,118,000 | +41.9% | 454,065 | +30.8% | 0.58% | +33.3% |
| IMMU | Sell | IMMUNOMEDICS | $15,232,000 | -22.5% | 179,141 | -67.7% | 0.52% | -27.2% |
| QTWO | Sell | Q2 HOLDINGS | $14,841,000 | +5.6% | 162,620 | -0.8% | 0.50% | -0.8% |
| PCRX | Sell | PACIRA BIOSCIENCES INC | $14,833,000 | +4.8% | 246,730 | -8.5% | 0.50% | -1.8% |
| VRTU | Sell | VIRTUSA CORP | $14,449,000 | -64.5% | 293,902 | -76.5% | 0.49% | -66.7% |
| RUSHA | Sell | RUSH ENTERPRISES | $14,252,000 | +9.6% | 282,000 | -10.1% | 0.48% | +3.0% |
| GAN | Buy | GAN Ltd | $14,222,000 | +126.0% | 841,500 | +240.3% | 0.48% | +111.8% |
| JRVR | Buy | JAMES RIVER GROUP | $13,923,000 | +392.7% | 312,663 | +397.8% | 0.47% | +362.7% |
| PLOW | Buy | DOUGLAS DYNAMICS | $13,864,000 | +2.0% | 405,375 | +4.7% | 0.47% | -4.3% |
| ONEM | Sell | 1Life Healthcare | $13,644,000 | -21.9% | 481,088 | -0.0% | 0.46% | -26.7% |
| IIPR | Sell | INNOVATIVE INDUSTRIAL PRODUCTS | $13,499,000 | +30.1% | 108,769 | -7.8% | 0.46% | +22.1% |
| ALTG | Buy | ALTA EQUIPMENT GROUP INC | $13,511,000 | +1.4% | 1,725,574 | +0.6% | 0.46% | -5.0% |
| INSM | Sell | INSMED | $13,333,000 | +2.2% | 414,844 | -12.4% | 0.45% | -4.2% |
| LXFR | Buy | LUXFER HOLDINGS PLC | $13,305,000 | +18.8% | 1,060,130 | +33.9% | 0.45% | +11.4% |
| XLRN | Sell | ACCELERON PHARMA | $13,109,000 | +2.8% | 116,496 | -13.0% | 0.44% | -3.5% |
| PRPL | Buy | PURPLE INNOVATION | $13,102,000 | +129.8% | 527,050 | +66.4% | 0.44% | +116.0% |
| FLXN | Buy | FLEXION THERAPEUTICS INC | $13,093,000 | +28.3% | 1,257,690 | +62.1% | 0.44% | +20.3% |
| QTRX | Buy | QUANTERIX CORPORATION | $12,772,000 | +32.8% | 378,534 | +7.8% | 0.43% | +24.4% |
| MTRN | Sell | MATERION CORPORATION | $12,099,000 | -24.0% | 232,535 | -10.1% | 0.41% | -28.5% |
| BPMC | Buy | BLUEPRINT MEDICINES CORP | $11,917,000 | +38.0% | 128,559 | +16.1% | 0.40% | +29.5% |
| LAWS | Buy | LAWSON PRODUCTS | $11,507,000 | +28.2% | 280,453 | +0.8% | 0.39% | +20.4% |
| ROLL | Sell | RBC BEARINGS | $11,339,000 | -41.8% | 93,551 | -35.7% | 0.38% | -45.4% |
| CSIQ | New | CANADIAN SOLAR INC | $11,211,000 | – | 319,388 | +100.0% | 0.38% | – |
| GOCO | New | GOHEALTH CLASS A | $11,056,000 | – | 848,850 | +100.0% | 0.38% | – |
| CSOD | Sell | CORNERSTONE ONDEMAND | $10,831,000 | -47.8% | 297,883 | -44.6% | 0.37% | -50.9% |
| ARGX | Sell | ARGENX SE ADR | $10,282,000 | -44.1% | 39,168 | -52.1% | 0.35% | -47.5% |
| WSC | New | WILLSCOTT MOBILE MINI HOLDINGS | $10,145,000 | – | 608,200 | +100.0% | 0.34% | – |
| TITN | Sell | TITAN MACHINERY | $9,807,000 | +12.0% | 741,246 | -8.0% | 0.33% | +5.4% |
| VG | Sell | VONAGE HOLDINGS | $8,854,000 | -2.0% | 865,467 | -3.6% | 0.30% | -8.0% |
| ENTA | Sell | ENANTA PHARMACEUTICALS | $8,614,000 | -16.5% | 188,164 | -8.4% | 0.29% | -21.7% |
| LGND | Buy | LIGAND PHARMACEUTICALS | $8,371,000 | +59.7% | 87,823 | +87.3% | 0.28% | +49.5% |
| TPTX | New | TURNING POINT THERAPEUTICS | $8,296,000 | – | 94,964 | +100.0% | 0.28% | – |
| ONTO | Sell | ONTO INNOVATION | $7,861,000 | -13.5% | 263,981 | -1.2% | 0.27% | -18.8% |
| WDC | Sell | WESTERN DIGITAL | $7,669,000 | -20.8% | 209,800 | -4.3% | 0.26% | -25.7% |
| CIEN | Buy | CIENA | $7,555,000 | -3.3% | 190,345 | +31.9% | 0.26% | -9.5% |
| LMND | New | LEMONADE INC | $7,465,000 | – | 150,137 | +100.0% | 0.25% | – |
| CWST | Sell | CASELLA WASTE SYSTEMS | $7,420,000 | +1.3% | 132,847 | -5.5% | 0.25% | -4.9% |
| AUTL | Buy | AUTOLUS | $6,913,000 | +30.4% | 593,867 | +79.6% | 0.24% | +22.4% |
| BLFS | Sell | BIOLIFE SOLUTIONS | $6,890,000 | +61.2% | 238,083 | -8.9% | 0.23% | +51.0% |
| GTN | Sell | GRAY TELEVISION | $6,842,000 | -34.4% | 496,907 | -33.5% | 0.23% | -38.5% |
| OXFD | Sell | OXFORD IMMUNOTEC GLOBAL PLC | $6,850,000 | -33.8% | 585,444 | -26.5% | 0.23% | -38.0% |
| AAN | New | AARON'S INC. | $6,768,000 | – | 119,477 | +100.0% | 0.23% | – |
| PSTG | Sell | PURE STORAGE INC | $6,362,000 | -42.9% | 413,347 | -35.7% | 0.22% | -46.4% |
| KIDS | Buy | ORTHOPEDIATRICS | $6,040,000 | +22.3% | 131,533 | +16.6% | 0.20% | +15.2% |
| CEVA | Buy | CEVA | $5,814,000 | +6.0% | 147,664 | +0.8% | 0.20% | -0.5% |
| PRO | Sell | PROS HOLDING | $5,640,000 | -32.7% | 176,582 | -6.4% | 0.19% | -37.0% |
| STNG | Buy | SCORPIO TANKERS | $5,399,000 | +58.3% | 487,694 | +83.1% | 0.18% | +48.8% |
| VAPO | Buy | Vapotherm | $5,307,000 | -27.5% | 182,990 | +2.5% | 0.18% | -32.1% |
| HBIO | Buy | HARVARD BIOSCIENCE | $5,289,000 | -1.6% | 1,757,176 | +1.4% | 0.18% | -7.7% |
| RPD | Sell | RAPID7 | $5,148,000 | -47.9% | 84,056 | -56.6% | 0.18% | -51.0% |
| BLUE | Sell | BLUEBIRD BIO | $5,116,000 | -20.9% | 94,821 | -10.5% | 0.17% | -25.6% |
| EDIT | Buy | EDITAS MEDICINE | $5,142,000 | +147.2% | 183,240 | +160.6% | 0.17% | +132.0% |
| CTSO | Buy | CYTOSORBENTS CORPORATION | $5,040,000 | -13.6% | 632,035 | +7.2% | 0.17% | -19.0% |
| TCBI | Sell | TEXAS CAPITAL BANCSHARES | $5,003,000 | -8.2% | 160,706 | -9.0% | 0.17% | -13.7% |
| NTNX | Buy | NUTANIX | $4,918,000 | +28.3% | 221,751 | +37.1% | 0.17% | +20.1% |
| PRFT | Sell | PERFICIENT | $4,889,000 | +7.1% | 114,406 | -10.3% | 0.17% | +0.6% |
| EPZM | New | EPIZYME | $4,794,000 | – | 401,856 | +100.0% | 0.16% | – |
| VRNS | Buy | VARONIS SYSTEMS | $4,657,000 | +37.9% | 40,344 | +5.7% | 0.16% | +29.5% |
| MGNX | Sell | MACROGENICS | $4,632,000 | -24.3% | 183,875 | -16.1% | 0.16% | -29.0% |
| EXAS | Sell | EXACT SCIENCES | $4,616,000 | -69.1% | 45,269 | -73.7% | 0.16% | -70.9% |
| LQDT | Buy | LIQUIDITY SERVICES | $4,504,000 | +26.3% | 603,819 | +0.9% | 0.15% | +18.6% |
| PLUG | New | PLUG POWER | $4,253,000 | – | 317,128 | +100.0% | 0.14% | – |
| IAC | New | IAC/ INTERACTIVE | $4,233,000 | – | 35,339 | +100.0% | 0.14% | – |
| SPRO | Buy | SPERO THERAPEUTICS | $4,175,000 | +85.2% | 374,078 | +124.5% | 0.14% | +75.3% |
| TTGT | Sell | TECHTARGET INC | $4,134,000 | +18.4% | 94,041 | -19.2% | 0.14% | +11.1% |
| KPTI | Sell | Karyopharm Therapeutics | $3,908,000 | -52.9% | 267,697 | -38.9% | 0.13% | -55.7% |
| WNS | Sell | WNS HOLDINGS LTD | $3,908,000 | +3.9% | 61,107 | -10.7% | 0.13% | -2.2% |
| AIRG | Buy | AIRGAIN INC | $3,883,000 | +88.3% | 291,072 | +51.6% | 0.13% | +76.0% |
| KIN | Buy | KINDRED BIOSCIENCES | $3,857,000 | -3.6% | 899,008 | +0.8% | 0.13% | -9.7% |
| JNCE | Sell | JOUNCE THERAPEUTICS | $3,848,000 | +8.1% | 471,622 | -8.6% | 0.13% | +1.6% |
| PRTK | Buy | PARATEK PHARMACEUTICALS | $3,723,000 | +4.4% | 688,246 | +0.8% | 0.13% | -2.3% |
| NLTX | Buy | NEOLEUKIN THERAPEUTICS | $3,558,000 | -22.0% | 296,511 | +7.9% | 0.12% | -26.7% |
| ECPG | Sell | ENCORE CAP GROUP | $3,511,000 | -13.7% | 90,971 | -23.6% | 0.12% | -19.0% |
| POWI | Sell | POWER INTEGRATIONS | $3,392,000 | -68.9% | 61,223 | -33.6% | 0.12% | -70.8% |
| VICR | Buy | VICOR CORPORATION | $3,402,000 | +35.4% | 43,771 | +25.3% | 0.12% | +26.4% |
| CRSP | Sell | CRISPR THERAPEUTICS | $3,290,000 | +2.6% | 39,334 | -9.8% | 0.11% | -3.4% |
| STMP | New | STAMPS.COM | $3,190,000 | – | 13,240 | +100.0% | 0.11% | – |
| HCAT | New | HEALTH CATALYST | $3,143,000 | – | 85,879 | +100.0% | 0.11% | – |
| RDWR | Sell | RADWARE | $3,096,000 | -7.2% | 127,715 | -9.7% | 0.10% | -13.2% |
| MPAA | Sell | MOTOR PARTS OF AMERICA | $3,082,000 | -50.0% | 198,043 | -43.2% | 0.10% | -52.9% |
| IPHI | Sell | INPHI | $2,881,000 | -26.2% | 25,669 | -22.8% | 0.10% | -30.5% |
| ORGO | Buy | ORGANOGENESIS HLDGS INC | $2,887,000 | +114.6% | 751,888 | +114.7% | 0.10% | +100.0% |
| CTG | Buy | COMPUTER TASK GROUP | $2,874,000 | +25.9% | 578,192 | +2.1% | 0.10% | +19.5% |
| QLYS | Sell | QUALYS INC | $2,809,000 | -25.5% | 28,660 | -20.9% | 0.10% | -30.1% |
| CYBR | Sell | CYBERARK SOFTWARE | $2,810,000 | -11.2% | 27,175 | -14.8% | 0.10% | -16.7% |
| XNCR | Sell | XENCOR | $2,759,000 | -0.8% | 71,131 | -17.2% | 0.09% | -6.9% |
| FENC | Buy | FENNEC PHARMACEUTICALS | $2,615,000 | +27.6% | 431,470 | +75.8% | 0.09% | +20.3% |
| PRLB | Sell | PROTO LABS | $2,594,000 | -9.3% | 20,030 | -21.2% | 0.09% | -14.6% |
| PTC | Sell | PTC INC | $2,543,000 | -10.2% | 30,742 | -15.5% | 0.09% | -15.7% |
| BGCP | Sell | BGC PARTNERS INC | $2,509,000 | -75.8% | 1,045,229 | -72.3% | 0.08% | -77.3% |
| BEAM | Sell | BEAM THERAPEUTICS | $2,346,000 | -13.3% | 95,285 | -1.4% | 0.08% | -18.4% |
| SHSP | Sell | SHARPSPRING | $2,365,000 | +18.9% | 212,111 | -6.4% | 0.08% | +11.1% |
| FREQ | Buy | FREQUENCY THERAPEUTICS | $2,262,000 | -10.7% | 117,771 | +8.1% | 0.08% | -16.3% |
| CTMX | Sell | CYTOMX THERAPEUTICS | $2,192,000 | -26.5% | 329,556 | -8.0% | 0.07% | -31.5% |
| SMED | New | SHARPS COMPLIANCE CORP | $2,174,000 | – | 346,740 | +100.0% | 0.07% | – |
| TER | Sell | TERADYNE | $2,130,000 | -28.4% | 26,806 | -23.8% | 0.07% | -32.7% |
| KNSL | Sell | KINSALE CAPITAL GROUP | $2,112,000 | -42.6% | 11,103 | -53.2% | 0.07% | -45.9% |
| NEWR | Sell | NEW RELIC | $2,087,000 | -29.1% | 37,024 | -13.4% | 0.07% | -33.0% |
| XERS | Buy | XERIS PHARMACEUTICALS | $2,054,000 | +127.0% | 346,428 | +1.8% | 0.07% | +112.1% |
| AKTS | Buy | AKOUSTIS TECHNOLOGIES | $2,007,000 | +46.7% | 245,903 | +49.1% | 0.07% | +38.8% |
| BLDP | New | BALLARD POWER SYSTEMS INC | $1,997,000 | – | 132,261 | +100.0% | 0.07% | – |
| SLAB | Sell | SILICON LABORATORIES INC | $1,954,000 | -17.1% | 19,972 | -15.0% | 0.07% | -22.4% |
| QTS | Sell | QTS REALTY TRUST | $1,909,000 | -15.9% | 30,291 | -14.5% | 0.06% | -20.7% |
| NPTN | Buy | NEOPHOTONICS CORP | $1,895,000 | -28.9% | 311,140 | +3.6% | 0.06% | -33.3% |
| PFPT | Sell | PROOFPOINT | $1,872,000 | -20.4% | 17,740 | -16.2% | 0.06% | -24.7% |
| ICPT | Sell | INTERCEPT PHARMACEUTICALS | $1,850,000 | -23.3% | 44,625 | -11.4% | 0.06% | -27.6% |
| XENE | Buy | XENON PHARMACEUTICALS | $1,757,000 | +26.2% | 158,704 | +43.0% | 0.06% | +20.0% |
| RMBL | RUMBLE ON INC CLASS B | $1,735,000 | +175.4% | 65,117 | 0.0% | 0.06% | +156.5% | |
| CDTX | Buy | CIDARA THERAPEUTICS | $1,604,000 | -22.1% | 562,713 | +0.8% | 0.05% | -27.0% |
| AGX | Buy | Argan Inc | $1,474,000 | +322.3% | 13,998 | +90.1% | 0.05% | +284.6% |
| NTLA | Sell | INTELLIA THERAPEUTICS | $1,472,000 | -8.2% | 74,034 | -3.0% | 0.05% | -13.8% |
| AXTI | New | AXT INC | $1,427,000 | – | 233,148 | +100.0% | 0.05% | – |
| AERI | Sell | AERI PHARMACEUTICALS | $1,192,000 | -51.2% | 101,249 | -38.8% | 0.04% | -54.5% |
| CNTG | New | CENTOGENE NV | $1,143,000 | – | 120,823 | +100.0% | 0.04% | – |
| NMRK | Sell | NEWMARK | $1,126,000 | -76.4% | 260,613 | -73.5% | 0.04% | -78.0% |
| SGMO | Sell | SANGAMO BIOSCIENCES | $1,072,000 | -3.5% | 113,388 | -8.5% | 0.04% | -10.0% |
| Buy | NABRIVA THERAPEUTICS PLC | $750,000 | -19.6% | 1,407,893 | +1.8% | 0.02% | -26.5% | |
| LSF | New | LAIRD SUPERFOOD | $720,000 | – | 15,689 | +100.0% | 0.02% | – |
| New | DERMTECH INC | $672,000 | – | 56,206 | +100.0% | 0.02% | – | |
| HDSN | Buy | HUDSON TECHNOLOGIES | $618,000 | +564.5% | 537,743 | +481.9% | 0.02% | +600.0% |
| OTIC | Buy | OTONOMY INC | $617,000 | +14.3% | 152,384 | +2.1% | 0.02% | +5.0% |
| BMRA | Buy | BIOMERICA | $622,000 | +239.9% | 89,729 | +256.3% | 0.02% | +200.0% |
| IR | Sell | INGERSOLL RAND INC | $605,000 | +9.6% | 16,993 | -13.5% | 0.02% | +5.0% |
| KLIC | New | KULICKE & SOFFA INDUSTRIES | $426,000 | – | 18,996 | +100.0% | 0.01% | – |
| HZO | Sell | MARINEMAX INC | $258,000 | -98.5% | 10,057 | -98.7% | 0.01% | -98.5% |
| SOHO | Sell | SOTHERLY HOTELS | $244,000 | -69.5% | 135,552 | -57.3% | 0.01% | -72.4% |
| PFIE | Sell | PROFIRE ENERGY | $213,000 | -75.2% | 288,453 | -71.9% | 0.01% | -77.4% |
| BOOM | Exit | DMC GLOBAL INC | $0 | – | -8,713 | -100.0% | -0.01% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE | $0 | – | -2,635 | -100.0% | -0.01% | – |
| ETTX | Exit | ENTASIS THERAPEUTICS HOLDINGS | $0 | – | -114,829 | -100.0% | -0.01% | – |
| TACT | Exit | TRANSACT TECHNOLOGIES INC | $0 | – | -84,878 | -100.0% | -0.01% | – |
| PODD | Exit | INSULET CORP | $0 | – | -1,964 | -100.0% | -0.01% | – |
| RNG | Exit | RINGCENTRAL | $0 | – | -1,792 | -100.0% | -0.02% | – |
| YNDX | Exit | YANDEX NV | $0 | – | -10,012 | -100.0% | -0.02% | – |
| AIN | Exit | ALBANY INTERNATIONAL CORP | $0 | – | -9,453 | -100.0% | -0.02% | – |
| REI | Exit | RING ENERGY | $0 | – | -506,695 | -100.0% | -0.02% | – |
| MTCH | Exit | MATCH GROUP | $0 | – | -6,893 | -100.0% | -0.03% | – |
| JOUT | Exit | JOUT OUTDOORS INC CL A | $0 | – | -9,798 | -100.0% | -0.03% | – |
| ABMD | Exit | ABIOMED | $0 | – | -3,802 | -100.0% | -0.03% | – |
| TYL | Exit | TYLER TECHNOLOGIES | $0 | – | -2,621 | -100.0% | -0.03% | – |
| BIO | Exit | BIO-RAD LABORATORIES, INC. | $0 | – | -2,058 | -100.0% | -0.03% | – |
| FANG | Exit | DIAMONDBACK ENERGY | $0 | – | -26,952 | -100.0% | -0.04% | – |
| ANGI | Exit | ANGI HOME SERVICES | $0 | – | -92,335 | -100.0% | -0.04% | – |
| DDOG | Exit | DATA DOG INC CLASS A | $0 | – | -13,658 | -100.0% | -0.04% | – |
| SIEN | Exit | SIENTRA | $0 | – | -370,566 | -100.0% | -0.05% | – |
| RWT | Exit | REDWOOD TRUST | $0 | – | -258,680 | -100.0% | -0.06% | – |
| EXPE | Exit | EXPEDIA | $0 | – | -22,518 | -100.0% | -0.07% | – |
| FLDM | Exit | FLUIDIGM CORP | $0 | – | -472,970 | -100.0% | -0.07% | – |
| TW | Exit | TRADEWEB MARKETS INC | $0 | – | -45,586 | -100.0% | -0.10% | – |
| MPWR | Exit | MONOLITHIC POWER | $0 | – | -12,126 | -100.0% | -0.10% | – |
| OKTA | Exit | OKTA INC | $0 | – | -15,092 | -100.0% | -0.11% | – |
| TWLO | Exit | TWILIO | $0 | – | -14,026 | -100.0% | -0.11% | – |
| MTN | Exit | VAIL RESORTS INC | $0 | – | -23,127 | -100.0% | -0.15% | – |
| AAN | Exit | AARON'S INC. | $0 | – | -148,777 | -100.0% | -0.24% | – |
| MINI | Exit | MOBILE MINI | $0 | – | -294,538 | -100.0% | -0.31% | – |
| ATRC | Exit | ATRICURE | $0 | – | -215,640 | -100.0% | -0.35% | – |
| TDOC | Exit | TELADOC | $0 | – | -51,719 | -100.0% | -0.36% | – |
| MIME | Exit | MIMECAST LIMITED | $0 | – | -284,899 | -100.0% | -0.43% | – |
| SLQT | Exit | SELECTQUOTE | $0 | – | -534,963 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-12
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.