Granahan Investment Management Q3 2020 holdings

$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 SellLIVEPERSON$142,598
+12.9%
2,742,798
-10.1%
4.84%
+5.9%
ENPH BuyENPHASE ENERGY$126,392
+130.9%
1,530,361
+33.0%
4.29%
+116.7%
KRNT BuyKORNIT DIGITAL$121,589
+45.2%
1,874,336
+19.5%
4.13%
+36.4%
AXON SellAXON ENTERPRISE$103,005
-14.9%
1,135,670
-8.0%
3.50%
-20.2%
ETSY SellETSY INC$99,777
+2.0%
820,332
-10.9%
3.39%
-4.2%
CSGP SellCOSTAR CORP$94,219
+15.1%
111,041
-3.6%
3.20%
+8.0%
SPT BuySprout Social Inc Class A$75,195
+166.4%
1,953,116
+86.9%
2.55%
+150.2%
MGNI BuyMAGNITE$69,610
+32.8%
10,023,076
+27.6%
2.36%
+24.6%
SPSC BuySPS COMMERCE$69,083
+5.8%
887,164
+2.0%
2.34%
-0.8%
CHGG SellCHEGG INC$68,810
-28.1%
963,184
-32.3%
2.34%
-32.5%
BFAM BuyBRIGHT HORIZONS$65,146
+92.3%
428,480
+48.3%
2.21%
+80.5%
EHTH BuyEHEALTH INC$64,665
-1.3%
818,550
+22.7%
2.19%
-7.4%
PAYC BuyPAYCOM SOFTWARE$64,455
+36.4%
207,051
+35.7%
2.19%
+28.0%
BRKS SellBROOKS AUTOMATION$50,694
-1.2%
1,095,848
-5.5%
1.72%
-7.3%
OSIS SellOSI SYSTEMS$49,558
+3.3%
638,560
-0.6%
1.68%
-3.0%
TWOU Buy2U INC$45,182
+21.2%
1,334,372
+35.8%
1.53%
+13.7%
APPS SellDIGITAL TURBINE INC$40,354
+53.3%
1,232,561
-41.1%
1.37%
+44.0%
STRA BuySTRATEGIC EDUCATION$37,285
-32.7%
407,615
+13.0%
1.26%
-36.8%
EVH BuyEVOLENT HEALTH$36,776
+79.4%
2,963,378
+2.9%
1.25%
+68.4%
PS BuyPLURALSIGHT INC CLASS A$33,732
+1.1%
1,969,192
+6.5%
1.14%
-5.1%
EVER BuyEVERQUOTE INC$33,702
-19.4%
872,202
+21.3%
1.14%
-24.3%
WK BuyWORKIVA CLASS A$33,177
+41.3%
595,000
+35.6%
1.13%
+32.6%
PTAC NewPROPTECH ACQUISITION CORP$32,4032,911,332
+100.0%
1.10%
COUP SellCOUPA SOFTWARE INC$28,833
-32.8%
105,139
-32.1%
0.98%
-36.9%
SAH SellSONIC AUTOMOTIVE INC$28,747
+24.6%
715,816
-1.0%
0.98%
+16.9%
HUBS SellHUBSPOT$28,731
+3.8%
98,316
-20.3%
0.98%
-2.6%
GLOB SellGLOBANT SA$27,772
+19.0%
154,962
-0.5%
0.94%
+11.7%
PCTY SellPAYLOCITY HOLDINGS CORP$27,703
-66.8%
171,621
-70.0%
0.94%
-68.9%
BL SellBLACKLINE$27,034
-10.6%
301,616
-17.3%
0.92%
-16.1%
TTD SellTRADE DESK INC CLASS A$26,167
-14.0%
62,975
-15.8%
0.89%
-19.3%
HQY SellHEALTHEQUITY$25,032
-48.2%
487,290
-40.9%
0.85%
-51.5%
LOVE BuyLOVESAC$24,977
+6.5%
901,358
+0.9%
0.85%
+0.1%
VCYT BuyVERACYTE INC$23,890
+50.5%
735,302
+20.0%
0.81%
+41.3%
OSW BuyONESPAWORLD HOLDINGS LTD$23,821
+37.8%
3,664,725
+1.1%
0.81%
+29.3%
VCEL SellVERICEL CORPORATION$23,819
+26.3%
1,285,408
-5.8%
0.81%
+18.5%
LLNW BuyLIMELIGHT NETWORKS$23,164
-14.3%
4,021,540
+9.5%
0.79%
-19.5%
CSII BuyCARDIOVASCULAR SYSTEMS$22,099
+138.7%
561,609
+91.4%
0.75%
+123.9%
GTLS BuyCHART INDUSTRIES$21,731
+85.2%
309,247
+27.8%
0.74%
+73.8%
CYRX SellCRYOPORT$21,710
+1.2%
458,007
-35.4%
0.74%
-4.9%
ZS SellZSCALER INC$21,592
-4.0%
153,472
-25.3%
0.73%
-9.8%
NEO SellNEOGENOMICS$20,985
+8.1%
568,857
-9.2%
0.71%
+1.4%
CNMD BuyCONMED CORP$20,112
+37.0%
255,645
+25.4%
0.68%
+28.4%
QDEL NewQUIDEL CORP$19,93090,849
+100.0%
0.68%
SSTI SellSHOTSPOTTER$19,433
+11.7%
626,076
-9.3%
0.66%
+4.8%
RGEN SellREPLIGEN$19,173
-10.0%
129,950
-22.3%
0.65%
-15.5%
DBX BuyDROPBOX INC$19,111
+3.3%
992,272
+16.8%
0.65%
-3.0%
CMCO SellCOLUMBUS MCKINNON CORPORATION$19,064
-1.8%
575,971
-0.8%
0.65%
-7.8%
CSTL BuyCASTLE BIOSCIENCES$18,928
+82.2%
367,885
+33.5%
0.64%
+70.7%
CLDR BuyCLOUDERA, INC$18,355
+1.1%
1,685,437
+18.1%
0.62%
-5.0%
ESPR BuyESPERION THERAPEUTICS$18,143
+13.4%
488,099
+56.6%
0.62%
+6.6%
ENPCU NewEXECUTIVE NETWORKING PARTNERIN$17,862707,405
+100.0%
0.61%
EEFT BuyEURONET$17,600
-1.4%
193,202
+3.7%
0.60%
-7.4%
VCTR SellVICTORY CAPITAL CLASS A$17,200
-2.1%
1,018,355
-0.4%
0.58%
-8.0%
UPLD BuyUPLAND SOFTWARE$17,118
+41.9%
454,065
+30.8%
0.58%
+33.3%
IMMU SellIMMUNOMEDICS$15,232
-22.5%
179,141
-67.7%
0.52%
-27.2%
QTWO SellQ2 HOLDINGS$14,841
+5.6%
162,620
-0.8%
0.50%
-0.8%
PCRX SellPACIRA BIOSCIENCES INC$14,833
+4.8%
246,730
-8.5%
0.50%
-1.8%
VRTU SellVIRTUSA CORP$14,449
-64.5%
293,902
-76.5%
0.49%
-66.7%
RUSHA SellRUSH ENTERPRISES$14,252
+9.6%
282,000
-10.1%
0.48%
+3.0%
GAN BuyGAN Ltd$14,222
+126.0%
841,500
+240.3%
0.48%
+111.8%
JRVR BuyJAMES RIVER GROUP$13,923
+392.7%
312,663
+397.8%
0.47%
+362.7%
PLOW BuyDOUGLAS DYNAMICS$13,864
+2.0%
405,375
+4.7%
0.47%
-4.3%
ONEM Sell1Life Healthcare$13,644
-21.9%
481,088
-0.0%
0.46%
-26.7%
IIPR SellINNOVATIVE INDUSTRIAL PRODUCTS$13,499
+30.1%
108,769
-7.8%
0.46%
+22.1%
ALTG BuyALTA EQUIPMENT GROUP INC$13,511
+1.4%
1,725,574
+0.6%
0.46%
-5.0%
INSM SellINSMED$13,333
+2.2%
414,844
-12.4%
0.45%
-4.2%
LXFR BuyLUXFER HOLDINGS PLC$13,305
+18.8%
1,060,130
+33.9%
0.45%
+11.4%
XLRN SellACCELERON PHARMA$13,109
+2.8%
116,496
-13.0%
0.44%
-3.5%
PRPL BuyPURPLE INNOVATION$13,102
+129.8%
527,050
+66.4%
0.44%
+116.0%
FLXN BuyFLEXION THERAPEUTICS INC$13,093
+28.3%
1,257,690
+62.1%
0.44%
+20.3%
QTRX BuyQUANTERIX CORPORATION$12,772
+32.8%
378,534
+7.8%
0.43%
+24.4%
MTRN SellMATERION CORPORATION$12,099
-24.0%
232,535
-10.1%
0.41%
-28.5%
BPMC BuyBLUEPRINT MEDICINES CORP$11,917
+38.0%
128,559
+16.1%
0.40%
+29.5%
LAWS BuyLAWSON PRODUCTS$11,507
+28.2%
280,453
+0.8%
0.39%
+20.4%
ROLL SellRBC BEARINGS$11,339
-41.8%
93,551
-35.7%
0.38%
-45.4%
CSIQ NewCANADIAN SOLAR INC$11,211319,388
+100.0%
0.38%
GOCO NewGOHEALTH CLASS A$11,056848,850
+100.0%
0.38%
CSOD SellCORNERSTONE ONDEMAND$10,831
-47.8%
297,883
-44.6%
0.37%
-50.9%
ARGX SellARGENX SE ADR$10,282
-44.1%
39,168
-52.1%
0.35%
-47.5%
WSC NewWILLSCOTT MOBILE MINI HOLDINGS$10,145608,200
+100.0%
0.34%
TITN SellTITAN MACHINERY$9,807
+12.0%
741,246
-8.0%
0.33%
+5.4%
VG SellVONAGE HOLDINGS$8,854
-2.0%
865,467
-3.6%
0.30%
-8.0%
ENTA SellENANTA PHARMACEUTICALS$8,614
-16.5%
188,164
-8.4%
0.29%
-21.7%
LGND BuyLIGAND PHARMACEUTICALS$8,371
+59.7%
87,823
+87.3%
0.28%
+49.5%
TPTX NewTURNING POINT THERAPEUTICS$8,29694,964
+100.0%
0.28%
ONTO SellONTO INNOVATION$7,861
-13.5%
263,981
-1.2%
0.27%
-18.8%
WDC SellWESTERN DIGITAL$7,669
-20.8%
209,800
-4.3%
0.26%
-25.7%
CIEN BuyCIENA$7,555
-3.3%
190,345
+31.9%
0.26%
-9.5%
LMND NewLEMONADE INC$7,465150,137
+100.0%
0.25%
CWST SellCASELLA WASTE SYSTEMS$7,420
+1.3%
132,847
-5.5%
0.25%
-4.9%
AUTL BuyAUTOLUS$6,913
+30.4%
593,867
+79.6%
0.24%
+22.4%
BLFS SellBIOLIFE SOLUTIONS$6,890
+61.2%
238,083
-8.9%
0.23%
+51.0%
GTN SellGRAY TELEVISION$6,842
-34.4%
496,907
-33.5%
0.23%
-38.5%
OXFD SellOXFORD IMMUNOTEC GLOBAL PLC$6,850
-33.8%
585,444
-26.5%
0.23%
-38.0%
AAN NewAARON'S INC.$6,768119,477
+100.0%
0.23%
PSTG SellPURE STORAGE INC$6,362
-42.9%
413,347
-35.7%
0.22%
-46.4%
KIDS BuyORTHOPEDIATRICS$6,040
+22.3%
131,533
+16.6%
0.20%
+15.2%
CEVA BuyCEVA$5,814
+6.0%
147,664
+0.8%
0.20%
-0.5%
PRO SellPROS HOLDING$5,640
-32.7%
176,582
-6.4%
0.19%
-37.0%
STNG BuySCORPIO TANKERS$5,399
+58.3%
487,694
+83.1%
0.18%
+48.8%
VAPO BuyVapotherm$5,307
-27.5%
182,990
+2.5%
0.18%
-32.1%
HBIO BuyHARVARD BIOSCIENCE$5,289
-1.6%
1,757,176
+1.4%
0.18%
-7.7%
RPD SellRAPID7$5,148
-47.9%
84,056
-56.6%
0.18%
-51.0%
BLUE SellBLUEBIRD BIO$5,116
-20.9%
94,821
-10.5%
0.17%
-25.6%
EDIT BuyEDITAS MEDICINE$5,142
+147.2%
183,240
+160.6%
0.17%
+132.0%
CTSO BuyCYTOSORBENTS CORPORATION$5,040
-13.6%
632,035
+7.2%
0.17%
-19.0%
TCBI SellTEXAS CAPITAL BANCSHARES$5,003
-8.2%
160,706
-9.0%
0.17%
-13.7%
NTNX BuyNUTANIX$4,918
+28.3%
221,751
+37.1%
0.17%
+20.1%
PRFT SellPERFICIENT$4,889
+7.1%
114,406
-10.3%
0.17%
+0.6%
EPZM NewEPIZYME$4,794401,856
+100.0%
0.16%
VRNS BuyVARONIS SYSTEMS$4,657
+37.9%
40,344
+5.7%
0.16%
+29.5%
MGNX SellMACROGENICS$4,632
-24.3%
183,875
-16.1%
0.16%
-29.0%
EXAS SellEXACT SCIENCES$4,616
-69.1%
45,269
-73.7%
0.16%
-70.9%
LQDT BuyLIQUIDITY SERVICES$4,504
+26.3%
603,819
+0.9%
0.15%
+18.6%
PLUG NewPLUG POWER$4,253317,128
+100.0%
0.14%
IAC NewIAC/ INTERACTIVE$4,23335,339
+100.0%
0.14%
SPRO BuySPERO THERAPEUTICS$4,175
+85.2%
374,078
+124.5%
0.14%
+75.3%
TTGT SellTECHTARGET INC$4,134
+18.4%
94,041
-19.2%
0.14%
+11.1%
KPTI SellKaryopharm Therapeutics$3,908
-52.9%
267,697
-38.9%
0.13%
-55.7%
WNS SellWNS HOLDINGS LTD$3,908
+3.9%
61,107
-10.7%
0.13%
-2.2%
AIRG BuyAIRGAIN INC$3,883
+88.3%
291,072
+51.6%
0.13%
+76.0%
KIN BuyKINDRED BIOSCIENCES$3,857
-3.6%
899,008
+0.8%
0.13%
-9.7%
JNCE SellJOUNCE THERAPEUTICS$3,848
+8.1%
471,622
-8.6%
0.13%
+1.6%
PRTK BuyPARATEK PHARMACEUTICALS$3,723
+4.4%
688,246
+0.8%
0.13%
-2.3%
NLTX BuyNEOLEUKIN THERAPEUTICS$3,558
-22.0%
296,511
+7.9%
0.12%
-26.7%
ECPG SellENCORE CAP GROUP$3,511
-13.7%
90,971
-23.6%
0.12%
-19.0%
POWI SellPOWER INTEGRATIONS$3,392
-68.9%
61,223
-33.6%
0.12%
-70.8%
VICR BuyVICOR CORPORATION$3,402
+35.4%
43,771
+25.3%
0.12%
+26.4%
CRSP SellCRISPR THERAPEUTICS$3,290
+2.6%
39,334
-9.8%
0.11%
-3.4%
STMP NewSTAMPS.COM$3,19013,240
+100.0%
0.11%
HCAT NewHEALTH CATALYST$3,14385,879
+100.0%
0.11%
RDWR SellRADWARE$3,096
-7.2%
127,715
-9.7%
0.10%
-13.2%
MPAA SellMOTOR PARTS OF AMERICA$3,082
-50.0%
198,043
-43.2%
0.10%
-52.9%
IPHI SellINPHI$2,881
-26.2%
25,669
-22.8%
0.10%
-30.5%
ORGO BuyORGANOGENESIS HLDGS INC$2,887
+114.6%
751,888
+114.7%
0.10%
+100.0%
CTG BuyCOMPUTER TASK GROUP$2,874
+25.9%
578,192
+2.1%
0.10%
+19.5%
QLYS SellQUALYS INC$2,809
-25.5%
28,660
-20.9%
0.10%
-30.1%
CYBR SellCYBERARK SOFTWARE$2,810
-11.2%
27,175
-14.8%
0.10%
-16.7%
XNCR SellXENCOR$2,759
-0.8%
71,131
-17.2%
0.09%
-6.9%
FENC BuyFENNEC PHARMACEUTICALS$2,615
+27.6%
431,470
+75.8%
0.09%
+20.3%
PRLB SellPROTO LABS$2,594
-9.3%
20,030
-21.2%
0.09%
-14.6%
PTC SellPTC INC$2,543
-10.2%
30,742
-15.5%
0.09%
-15.7%
BGCP SellBGC PARTNERS INC$2,509
-75.8%
1,045,229
-72.3%
0.08%
-77.3%
BEAM SellBEAM THERAPEUTICS$2,346
-13.3%
95,285
-1.4%
0.08%
-18.4%
SHSP SellSHARPSPRING$2,365
+18.9%
212,111
-6.4%
0.08%
+11.1%
FREQ BuyFREQUENCY THERAPEUTICS$2,262
-10.7%
117,771
+8.1%
0.08%
-16.3%
CTMX SellCYTOMX THERAPEUTICS$2,192
-26.5%
329,556
-8.0%
0.07%
-31.5%
SMED NewSHARPS COMPLIANCE CORP$2,174346,740
+100.0%
0.07%
TER SellTERADYNE$2,130
-28.4%
26,806
-23.8%
0.07%
-32.7%
KNSL SellKINSALE CAPITAL GROUP$2,112
-42.6%
11,103
-53.2%
0.07%
-45.9%
NEWR SellNEW RELIC$2,087
-29.1%
37,024
-13.4%
0.07%
-33.0%
XERS BuyXERIS PHARMACEUTICALS$2,054
+127.0%
346,428
+1.8%
0.07%
+112.1%
AKTS BuyAKOUSTIS TECHNOLOGIES$2,007
+46.7%
245,903
+49.1%
0.07%
+38.8%
BLDP NewBALLARD POWER SYSTEMS INC$1,997132,261
+100.0%
0.07%
SLAB SellSILICON LABORATORIES INC$1,954
-17.1%
19,972
-15.0%
0.07%
-22.4%
QTS SellQTS REALTY TRUST$1,909
-15.9%
30,291
-14.5%
0.06%
-20.7%
NPTN BuyNEOPHOTONICS CORP$1,895
-28.9%
311,140
+3.6%
0.06%
-33.3%
PFPT SellPROOFPOINT$1,872
-20.4%
17,740
-16.2%
0.06%
-24.7%
ICPT SellINTERCEPT PHARMACEUTICALS$1,850
-23.3%
44,625
-11.4%
0.06%
-27.6%
XENE BuyXENON PHARMACEUTICALS$1,757
+26.2%
158,704
+43.0%
0.06%
+20.0%
RMBL  RUMBLE ON INC CLASS B$1,735
+175.4%
65,1170.0%0.06%
+156.5%
CDTX BuyCIDARA THERAPEUTICS$1,604
-22.1%
562,713
+0.8%
0.05%
-27.0%
AGX BuyArgan Inc$1,474
+322.3%
13,998
+90.1%
0.05%
+284.6%
NTLA SellINTELLIA THERAPEUTICS$1,472
-8.2%
74,034
-3.0%
0.05%
-13.8%
AXTI NewAXT INC$1,427233,148
+100.0%
0.05%
AERI SellAERI PHARMACEUTICALS$1,192
-51.2%
101,249
-38.8%
0.04%
-54.5%
CNTG NewCENTOGENE NV$1,143120,823
+100.0%
0.04%
NMRK SellNEWMARK$1,126
-76.4%
260,613
-73.5%
0.04%
-78.0%
SGMO SellSANGAMO BIOSCIENCES$1,072
-3.5%
113,388
-8.5%
0.04%
-10.0%
BuyNABRIVA THERAPEUTICS PLC$750
-19.6%
1,407,893
+1.8%
0.02%
-26.5%
LSF NewLAIRD SUPERFOOD$72015,689
+100.0%
0.02%
NewDERMTECH INC$67256,206
+100.0%
0.02%
HDSN BuyHUDSON TECHNOLOGIES$618
+564.5%
537,743
+481.9%
0.02%
+600.0%
OTIC BuyOTONOMY INC$617
+14.3%
152,384
+2.1%
0.02%
+5.0%
BMRA BuyBIOMERICA$622
+239.9%
89,729
+256.3%
0.02%
+200.0%
IR SellINGERSOLL RAND INC$605
+9.6%
16,993
-13.5%
0.02%
+5.0%
KLIC NewKULICKE & SOFFA INDUSTRIES$42618,996
+100.0%
0.01%
HZO SellMARINEMAX INC$258
-98.5%
10,057
-98.7%
0.01%
-98.5%
SOHO SellSOTHERLY HOTELS$244
-69.5%
135,552
-57.3%
0.01%
-72.4%
PFIE SellPROFIRE ENERGY$213
-75.2%
288,453
-71.9%
0.01%
-77.4%
BOOM ExitDMC GLOBAL INC$0-8,713
-100.0%
-0.01%
GWRE ExitGUIDEWIRE SOFTWARE$0-2,635
-100.0%
-0.01%
ETTX ExitENTASIS THERAPEUTICS HOLDINGS$0-114,829
-100.0%
-0.01%
TACT ExitTRANSACT TECHNOLOGIES INC$0-84,878
-100.0%
-0.01%
PODD ExitINSULET CORP$0-1,964
-100.0%
-0.01%
RNG ExitRINGCENTRAL$0-1,792
-100.0%
-0.02%
YNDX ExitYANDEX NV$0-10,012
-100.0%
-0.02%
AIN ExitALBANY INTERNATIONAL CORP$0-9,453
-100.0%
-0.02%
REI ExitRING ENERGY$0-506,695
-100.0%
-0.02%
MTCH ExitMATCH GROUP$0-6,893
-100.0%
-0.03%
JOUT ExitJOUT OUTDOORS INC CL A$0-9,798
-100.0%
-0.03%
ABMD ExitABIOMED$0-3,802
-100.0%
-0.03%
TYL ExitTYLER TECHNOLOGIES$0-2,621
-100.0%
-0.03%
BIO ExitBIO-RAD LABORATORIES, INC.$0-2,058
-100.0%
-0.03%
FANG ExitDIAMONDBACK ENERGY$0-26,952
-100.0%
-0.04%
ANGI ExitANGI HOME SERVICES$0-92,335
-100.0%
-0.04%
DDOG ExitDATA DOG INC CLASS A$0-13,658
-100.0%
-0.04%
SIEN ExitSIENTRA$0-370,566
-100.0%
-0.05%
RWT ExitREDWOOD TRUST$0-258,680
-100.0%
-0.06%
EXPE ExitEXPEDIA$0-22,518
-100.0%
-0.07%
FLDM ExitFLUIDIGM CORP$0-472,970
-100.0%
-0.07%
TW ExitTRADEWEB MARKETS INC$0-45,586
-100.0%
-0.10%
MPWR ExitMONOLITHIC POWER$0-12,126
-100.0%
-0.10%
OKTA ExitOKTA INC$0-15,092
-100.0%
-0.11%
TWLO ExitTWILIO$0-14,026
-100.0%
-0.11%
MTN ExitVAIL RESORTS INC$0-23,127
-100.0%
-0.15%
AAN ExitAARON'S INC.$0-148,777
-100.0%
-0.24%
MINI ExitMOBILE MINI$0-294,538
-100.0%
-0.31%
ATRC ExitATRICURE$0-215,640
-100.0%
-0.35%
TDOC ExitTELADOC$0-51,719
-100.0%
-0.36%
MIME ExitMIMECAST LIMITED$0-284,899
-100.0%
-0.43%
SLQT ExitSELECTQUOTE$0-534,963
-100.0%
-0.49%

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