Granahan Investment Management Q4 2020 holdings

$4.46 Billion is the total value of Granahan Investment Management's 192 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 28.9% .

 Value Shares↓ Weighting
ENPH SellENPHASE ENERGY$235,658
+86.5%
1,343,010
-12.2%
5.29%
+23.3%
MGNI SellMAGNITE INC$206,222
+196.3%
6,715,157
-33.0%
4.63%
+95.9%
KRNT BuyKORNIT DIGITAL$199,517
+64.1%
2,238,493
+19.4%
4.48%
+8.5%
LPSN BuyLIVEPERSON$188,273
+32.0%
3,025,439
+10.3%
4.23%
-12.7%
ETSY BuyETSY INC$147,282
+47.6%
827,848
+0.9%
3.31%
-2.4%
AXON SellAXON ENTERPRISE$134,598
+30.7%
1,098,491
-3.3%
3.02%
-13.6%
WK BuyWORKIVA INC$122,439
+269.0%
1,336,374
+124.6%
2.75%
+144.0%
SPSC BuySPS COMMERCE$116,441
+68.6%
1,072,301
+20.9%
2.61%
+11.5%
CSGP BuyCOSTAR CORP$114,288
+21.3%
123,651
+11.4%
2.56%
-19.8%
PAYC BuyPAYCOM SOFTWARE$103,966
+61.3%
229,886
+11.0%
2.33%
+6.7%
APPS BuyDIGITAL TURBINE INC$102,300
+153.5%
1,808,699
+46.7%
2.30%
+67.7%
CHGG BuyCHEGG INC$97,312
+41.4%
1,077,294
+11.8%
2.18%
-6.5%
SPT BuySprout Social Inc Class A$96,774
+28.7%
2,131,121
+9.1%
2.17%
-14.9%
BFAM BuyBRIGHT HORIZONS$88,189
+35.4%
509,790
+19.0%
1.98%
-10.5%
BRKS BuyBROOKS AUTOMATION$87,153
+71.9%
1,284,497
+17.2%
1.96%
+13.7%
EVH BuyEVOLENT HEALTH$67,195
+82.7%
4,191,842
+41.5%
1.51%
+20.8%
OSIS BuyOSI SYSTEMS$64,800
+30.8%
695,133
+8.9%
1.45%
-13.6%
DMYD NewDMY TECHNOLOGY GROUP INC II$60,4553,436,892
+100.0%
1.36%
PRCH NewPORCH GROUP INC$58,6014,106,618
+100.0%
1.32%
TWOU Buy2U INC$58,259
+28.9%
1,456,123
+9.1%
1.31%
-14.7%
GTLS BuyCHART INDUSTRIES$54,301
+149.9%
460,998
+49.1%
1.22%
+65.4%
EHTH SellEHEALTH INC$51,673
-20.1%
731,807
-10.6%
1.16%
-47.1%
KLIC BuyKULICKE AND SOFFA INDUSTRIES$44,768
+10408.9%
1,407,349
+7308.7%
1.00%
+7078.6%
BL BuyBLACKLINE INC$44,539
+64.8%
333,927
+10.7%
1.00%
+9.1%
OSW BuyONESPAWORLD HOLDINGS LTD$43,620
+83.1%
4,301,823
+17.4%
0.98%
+21.2%
CLDR BuyCLOUDERA INC$41,949
+128.5%
3,015,762
+78.9%
0.94%
+51.2%
HUBS BuyHUBSPOT$41,628
+44.9%
105,004
+6.8%
0.93%
-4.2%
STRA BuySTRATEGIC EDUCATION$41,139
+10.3%
431,541
+5.9%
0.92%
-27.0%
COUP BuyCOUPA SOFTWARE INC$40,488
+40.4%
119,464
+13.6%
0.91%
-7.1%
LOVE BuyLOVESAC$39,810
+59.4%
923,886
+2.5%
0.89%
+5.3%
HQY BuyHEALTHEQUITY$39,064
+56.1%
560,381
+15.0%
0.88%
+3.3%
GLOB BuyGLOBANT SA$34,840
+25.5%
160,104
+3.3%
0.78%
-17.0%
MSP NewDATTO HLDG CORP$34,0051,259,454
+100.0%
0.76%
VCEL SellVERICEL CORPORATION$33,716
+41.6%
1,091,836
-15.1%
0.76%
-6.3%
EEFT BuyEURONET$32,796
+86.3%
226,303
+17.1%
0.74%
+23.3%
CSOD BuyCORNERSTONE ONDEMAND$32,340
+198.6%
734,323
+146.5%
0.73%
+97.3%
DOMO NewDOMO INC$31,638496,124
+100.0%
0.71%
CFII NewCF FINANCE ACQUISITION CORP II$31,5432,862,310
+100.0%
0.71%
ZS SellZSCALER INC$30,224
+40.0%
151,338
-1.4%
0.68%
-7.5%
VCTR BuyVICTORY CAPITAL CLASS A$28,039
+63.0%
1,130,145
+11.0%
0.63%
+7.7%
EVER SellEVERQUOTE INC$27,605
-18.1%
739,092
-15.3%
0.62%
-45.8%
PHR NewPHREESIA INC$26,810494,096
+100.0%
0.60%
VCYT SellVERACYTE INC$26,482
+10.8%
541,113
-26.4%
0.59%
-26.8%
STMP BuySTAMPSCOM INC$26,305
+724.6%
134,079
+912.7%
0.59%
+446.3%
NLS NewNAUTILUS INC$25,3021,394,792
+100.0%
0.57%
NEO SellNEOGENOMICS$24,860
+18.5%
461,740
-18.8%
0.56%
-21.6%
CSIQ BuyCANADIAN SOLAR INC$24,581
+119.3%
479,722
+50.2%
0.55%
+45.3%
CMCO BuyCOLUMBUS MCKINNON CORPORATION$23,952
+25.6%
623,093
+8.2%
0.54%
-16.8%
CNMD SellCONMED CORP$23,711
+17.9%
211,707
-17.2%
0.53%
-22.0%
ONEM Buy1Life Healthcare$23,422
+71.7%
536,587
+11.5%
0.53%
+13.6%
SSTI SellSHOTSPOTTER$23,170
+19.2%
614,589
-1.8%
0.52%
-21.1%
PRPL BuyPURPLE INNOVATION INC$22,604
+72.5%
686,203
+30.2%
0.51%
+13.9%
PRO BuyPROS HOLDING$21,907
+288.4%
431,494
+144.4%
0.49%
+157.6%
CSII SellCARDIOVASCULAR SYSTEMS$20,783
-6.0%
474,938
-15.4%
0.47%
-37.9%
PLOW BuyDOUGLAS DYNAMICS$20,657
+49.0%
482,975
+19.1%
0.46%
-1.3%
QDEL BuyQUIDEL CORPORATION$20,267
+1.7%
112,812
+24.2%
0.46%
-32.7%
LXFR BuyLUXFER HOLDINGS PLC$19,968
+50.1%
1,216,091
+14.7%
0.45%
-0.7%
ENPCU BuyEXECUTIVE NETWORK PARTNERING Cunit$19,805
+10.9%
776,967
+9.8%
0.44%
-26.6%
LGND BuyLIGAND PHARMACEUTICALS$19,228
+129.7%
193,339
+120.1%
0.43%
+52.1%
STNG BuySCORPIO TANKERS$18,559
+243.7%
1,658,541
+240.1%
0.42%
+127.9%
WDC BuyWESTERN DIGITAL$18,344
+139.2%
331,171
+57.9%
0.41%
+58.5%
QTRX BuyQUANTERIX CORPORATION$17,780
+39.2%
382,376
+1.0%
0.40%
-7.9%
SPNS NewSAPIENS INTERNATIONAL CORP NV$17,039556,637
+100.0%
0.38%
IIPR SellINNOVATIVE INDUSTRIAL PRODUCTSreit$16,920
+25.3%
92,393
-15.1%
0.38%
-17.0%
JRVR BuyJAMES RIVER GROUP HOLDINGS$16,698
+19.9%
339,737
+8.7%
0.38%
-20.6%
LAWS BuyLAWSON PRODUCTS$16,475
+43.2%
323,604
+15.4%
0.37%
-5.1%
CYRX SellCRYOPORT$16,255
-25.1%
370,443
-19.1%
0.36%
-50.5%
LLNW BuyLIMELIGHT NETWORKS$16,096
-30.5%
4,033,968
+0.3%
0.36%
-54.1%
CSTL SellCASTLE BIOSCIENCES$15,242
-19.5%
226,988
-38.3%
0.34%
-46.7%
ALTG SellALTA EQUIPMENT GROUP INC$15,206
+12.5%
1,539,019
-10.8%
0.34%
-25.5%
LMND SellLEMONADE INC$14,969
+100.5%
122,199
-18.6%
0.34%
+32.8%
RUSHA BuyRUSH ENTERPRISES$14,908
+4.6%
359,916
+27.6%
0.34%
-30.8%
LQDT BuyLIQUIDITY SERVICES$14,511
+222.2%
912,042
+51.0%
0.33%
+113.1%
PCRX SellPACIRA BIOSCIENCES INC$13,764
-7.2%
230,011
-6.8%
0.31%
-38.6%
FLXN SellFLEXION THERAPEUTICS INC$13,764
+5.1%
1,192,748
-5.2%
0.31%
-30.4%
NTNX BuyNUTANIX$13,145
+167.3%
412,449
+86.0%
0.30%
+76.6%
MTRN SellMATERION CORPORATION$12,738
+5.3%
199,899
-14.0%
0.29%
-30.4%
TITN SellTITAN MACHINERY$12,328
+25.7%
630,606
-14.9%
0.28%
-16.8%
ROLL SellRBC BEARINGS$12,089
+6.6%
67,523
-27.8%
0.27%
-29.6%
ESPR SellESPERION THERAPEUTICS$11,710
-35.5%
450,398
-7.7%
0.26%
-57.3%
INSM SellINSMED$11,584
-13.1%
347,981
-16.1%
0.26%
-42.5%
GNMK NewGENMARK DIAGNOSTIC$11,604794,825
+100.0%
0.26%
VAPO BuyVAPOTHERM INC$11,548
+117.6%
429,943
+135.0%
0.26%
+43.9%
ORGO BuyOrganogenesis Holdings Inc$11,208
+288.2%
1,488,485
+98.0%
0.25%
+157.1%
BPMC SellBLUEPRINT MEDICINES CORPORATIO$10,966
-8.0%
97,782
-23.9%
0.25%
-39.1%
EDIT SellEDITAS MEDICINE$10,881
+111.6%
155,202
-15.3%
0.24%
+40.2%
VRNS BuyVARONIS SYSTEMS$10,634
+128.3%
64,999
+61.1%
0.24%
+51.3%
CIEN BuyCIENA$10,556
+39.7%
199,737
+4.9%
0.24%
-7.4%
TPTX SellTURNING POINT THERAPEUTICS INC$10,515
+26.7%
86,294
-9.1%
0.24%
-16.3%
THRM NewGENTHERM$10,504161,057
+100.0%
0.24%
AFMD NewAFFIMED N V$10,5351,810,172
+100.0%
0.24%
PRG NewPROG HLDGS INC$10,025186,087
+100.0%
0.22%
WSC SellWILLSCOT MOBILE MINI HLDGS COR$9,997
-1.5%
431,457
-29.1%
0.22%
-34.9%
ENTA BuyENANTA PHARMACEUTICALS$9,728
+12.9%
231,071
+22.8%
0.22%
-25.3%
BEAM BuyBEAM THERAPEUTICS$9,312
+296.9%
114,058
+19.7%
0.21%
+161.2%
EPZM BuyEPIZYME INC$9,275
+93.5%
854,096
+112.5%
0.21%
+27.6%
ATRC NewATRICURE$9,192165,107
+100.0%
0.21%
CEVA BuyCEVA$9,166
+57.7%
201,453
+36.4%
0.21%
+4.6%
PLUG SellPLUG POWER$9,101
+114.0%
268,380
-15.4%
0.20%
+41.7%
TCBI SellTEXAS CAPITAL BANCSHARES$8,890
+77.7%
149,410
-7.0%
0.20%
+17.6%
CRSP BuyCRISPR THERAPEUTICS$8,757
+166.2%
57,197
+45.4%
0.20%
+75.9%
CWST BuyCASELLA WASTE SYSTEMS$8,480
+14.3%
136,889
+3.0%
0.19%
-24.6%
SPRO BuySPERO THERAPEUTICS$8,150
+95.2%
420,320
+12.4%
0.18%
+28.9%
KPTI BuyKARYOPHARM THERAPEUTICS INC$7,779
+99.1%
502,542
+87.7%
0.18%
+31.6%
BLFS SellBIOLIFE SOLUTIONS$7,745
+12.4%
194,163
-18.4%
0.17%
-25.6%
XNCR BuyXENCOR$7,654
+177.4%
175,429
+146.6%
0.17%
+83.0%
VG SellVONAGE HOLDINGS$7,588
-14.3%
589,342
-31.9%
0.17%
-43.3%
XLRN SellACCELERON PHARMA$7,481
-42.9%
58,474
-49.8%
0.17%
-62.2%
GTN SellGRAY TELEVISION$7,310
+6.8%
408,589
-17.8%
0.16%
-29.3%
RPD SellRAPID7$7,119
+38.3%
78,959
-6.1%
0.16%
-8.6%
POWI BuyPOWER INTEGRATIONS$6,695
+97.4%
81,780
+33.6%
0.15%
+30.4%
NTLA BuyINTELLIA THERAPEUTICS$6,645
+351.4%
122,143
+65.0%
0.15%
+198.0%
MGNX BuyMACROGENICS$6,626
+43.0%
289,861
+57.6%
0.15%
-5.1%
TTD SellTRADE DESK INC CLASS A$6,606
-74.8%
8,247
-86.9%
0.15%
-83.3%
SIBN NewSI BONE INC$6,558219,327
+100.0%
0.15%
HBIO SellHARVARD BIOSCIENCE$6,535
+23.6%
1,523,352
-13.3%
0.15%
-17.9%
SHSP BuySHARPSPRING$6,491
+174.5%
398,701
+88.0%
0.15%
+82.5%
CTSO BuyCYTOSORBENTS CORPORATION$6,437
+27.7%
807,699
+27.8%
0.14%
-15.8%
VICR BuyVICOR CORPORATION$6,046
+77.7%
65,560
+49.8%
0.14%
+18.3%
AIRG BuyAIRGAIN INC$5,958
+53.4%
335,105
+15.1%
0.13%
+1.5%
NPTN BuyNEOPHOTONICS CORP$5,822
+207.2%
640,481
+105.8%
0.13%
+104.7%
SMED BuySHARPS COMPLIANCE CORP$5,783
+166.0%
611,968
+76.5%
0.13%
+75.7%
PSTG SellPURE STORAGE INC$5,748
-9.7%
254,237
-38.5%
0.13%
-40.3%
PRFT BuyPERFICIENT$5,505
+12.6%
115,522
+1.0%
0.12%
-25.3%
BGCP BuyBGC PARTNERS INC$5,477
+118.3%
1,369,277
+31.0%
0.12%
+44.7%
EOSE NewEOS ENERGY ENTERPRISES INC$5,440261,041
+100.0%
0.12%
IAC SellIAC INTERACTIVECORP NEW$5,359
+26.6%
28,300
-19.9%
0.12%
-16.7%
LAD NewLITHIA MOTORS INCORPORATED$5,30618,131
+100.0%
0.12%
AKTS BuyAKOUSTIS TECHNOLOGIES$5,316
+164.9%
434,679
+76.8%
0.12%
+75.0%
NMRK BuyNEWMARK$5,151
+357.5%
706,631
+171.1%
0.12%
+205.3%
RGEN SellREPLIGEN$5,113
-73.3%
26,681
-79.5%
0.12%
-82.3%
KIDS SellORTHOPEDIATRICS$5,062
-16.2%
122,714
-6.7%
0.11%
-44.4%
GAN SellGAN LIMITED$4,971
-65.0%
245,139
-70.9%
0.11%
-76.8%
TTGT SellTECHTARGET INC$4,794
+16.0%
81,098
-13.8%
0.11%
-22.9%
HCAT BuyHEALTH CATALYST INC$4,797
+52.6%
110,204
+28.3%
0.11%
+0.9%
TTEK NewTETRA TECH INC$4,65740,221
+100.0%
0.10%
WNS BuyWNS HOLDINGS LTDadr$4,486
+14.8%
62,256
+1.9%
0.10%
-24.1%
AERI BuyAERI PHARMACEUTICALS$4,509
+278.3%
333,763
+229.6%
0.10%
+152.5%
BLDP BuyBALLARD PWR SYS INC NEW$4,311
+115.9%
184,243
+39.3%
0.10%
+42.6%
FREQ BuyFREQUENCY THERAPEUTICS$4,303
+90.2%
122,034
+3.6%
0.10%
+26.0%
ABMD NewABIOMED$4,23113,052
+100.0%
0.10%
CYBR SellCYBERARK SOFTWARE$4,128
+46.9%
25,549
-6.0%
0.09%
-2.1%
AUTL SellAUTOLUSadr$4,164
-39.8%
465,795
-21.6%
0.09%
-60.4%
SGMO BuySANGAMO BIOSCIENCES$4,026
+275.6%
257,976
+127.5%
0.09%
+150.0%
ECPG BuyENCORE CAP GROUP$3,815
+8.7%
97,936
+7.7%
0.09%
-27.7%
PRTK SellPARATEK PHARMACEUTICALS$3,607
-3.1%
576,122
-16.3%
0.08%
-35.7%
RDWR BuyRADWARE$3,629
+17.2%
130,789
+2.4%
0.08%
-22.9%
FLEX NewFLEX LIMITED$3,608200,678
+100.0%
0.08%
PTC SellPTC INC$3,579
+40.7%
29,921
-2.7%
0.08%
-7.0%
QLYS BuyQUALYS INC$3,566
+26.9%
29,258
+2.1%
0.08%
-15.8%
SAH SellSONIC AUTOMOTIVE INC$3,524
-87.7%
91,376
-87.2%
0.08%
-91.9%
NLTX SellNEOLEUKIN THERAPEUTICS INC$3,473
-2.4%
246,299
-16.9%
0.08%
-35.5%
KIN SellKINDRED BIOSCIENCES$3,245
-15.9%
752,822
-16.3%
0.07%
-44.3%
CTG SellCOMPUTER TASK GROUP$3,209
+11.7%
524,373
-9.3%
0.07%
-26.5%
SILK NewSILK ROAD MEDICAL INC$3,01147,815
+100.0%
0.07%
PRLB SellPROTO LABS$2,925
+12.8%
19,065
-4.8%
0.07%
-25.0%
FENC SellFENNEC PHARMACEUTICALS$2,941
+12.5%
394,810
-8.5%
0.07%
-25.8%
MPWR NewMONOLITHIC POWER$2,8917,895
+100.0%
0.06%
IRTC NewIRHYTHM TECHNOLOGIES INC$2,91212,274
+100.0%
0.06%
AXTI BuyAXT INC$2,833
+98.5%
296,000
+27.0%
0.06%
+33.3%
KNSL BuyKINSALE CAPITAL GROUP$2,836
+34.3%
14,171
+27.6%
0.06%
-11.1%
JNCE SellJOUNCE THERAPEUTICS$2,800
-27.2%
400,013
-15.2%
0.06%
-51.9%
TER SellTERADYNE$2,825
+32.6%
23,563
-12.1%
0.06%
-12.5%
ONTO SellONTO INNOVATION$2,765
-64.8%
58,153
-78.0%
0.06%
-76.8%
SLAB BuySILICON LABORATORIES INC$2,616
+33.9%
20,547
+2.9%
0.06%
-10.6%
BLUE SellBLUEBIRD BIO INC$2,600
-49.2%
60,085
-36.6%
0.06%
-66.7%
BMRA BuyBIOMERICA INC$2,544
+309.0%
510,922
+469.4%
0.06%
+171.4%
PFPT BuyPROOFPOINT$2,461
+31.5%
18,039
+1.7%
0.06%
-14.1%
EXPE NewEXPEDIA GROUP INC$2,41018,204
+100.0%
0.05%
NEWR SellNEW RELIC$2,385
+14.3%
36,473
-1.5%
0.05%
-23.9%
XENE SellXENON PHARMACEUTICALS$2,358
+34.2%
153,321
-3.4%
0.05%
-11.7%
PCTY SellPAYLOCITY HOLDINGS CORP$2,171
-92.2%
10,544
-93.9%
0.05%
-94.8%
RNG NewRINGCENTRAL$2,1185,589
+100.0%
0.05%
EXAS SellEXACT SCIENCES$2,103
-54.4%
15,876
-64.9%
0.05%
-70.1%
CHEF NewCHEFS WAREHOUSE IN$1,93875,431
+100.0%
0.04%
AGX BuyArgan Inc$1,855
+25.8%
41,697
+197.9%
0.04%
-16.0%
CTMX SellCYTOMX THERAPEUTICS$1,829
-16.6%
279,218
-15.3%
0.04%
-44.6%
WIX NewWIX COM$1,7847,139
+100.0%
0.04%
CNTG BuyCENTOGENE N V$1,664
+45.6%
154,387
+27.8%
0.04%
-5.1%
XERS SellXERIS PHARMACEUTICALS INC$1,538
-25.1%
312,590
-9.8%
0.04%
-50.0%
RMBL NewRUMBLEON INC COM CL B$1,22840,658
+100.0%
0.03%
ARGX SellARGENX SE ADRadr$1,195
-88.4%
4,064
-89.6%
0.03%
-92.3%
HDSN BuyHUDSON TECHNOLOGES$1,155
+86.9%
1,059,206
+97.0%
0.03%
+23.8%
TW NewTRADEWEB MARKETS INC$1,17018,729
+100.0%
0.03%
CDTX SellCIDARA THERAPEUTICS$944
-41.1%
471,839
-16.1%
0.02%
-61.1%
OTIC SellOTONOMY INC$889
+44.1%
137,465
-9.8%
0.02%
-4.8%
TACT NewTRANSACT TECHNOLOGIES INC$56479,419
+100.0%
0.01%
SellDERMTECH INC$541
-19.5%
16,679
-70.3%
0.01%
-47.8%
MPAA SellMOTOR PARTS OF AMERICA$414
-86.6%
21,098
-89.3%
0.01%
-91.4%
STIM NewNEURONETICS INC$40035,989
+100.0%
0.01%
NewNABRIVA THERAPEUTICS PLC$307127,029
+100.0%
0.01%
ETTX NewENTASIS THERAPEUTICS HOLDINGS$21285,654
+100.0%
0.01%
PFIE ExitPROFIRE ENERGY$0-288,453
-100.0%
-0.01%
SOHO ExitSOTHERLY HOTELS$0-135,552
-100.0%
-0.01%
HZO ExitMARINEMAX INC$0-10,057
-100.0%
-0.01%
IR ExitINGERSOLL RAND INC$0-16,993
-100.0%
-0.02%
LSF ExitLAIRD SUPERFOOD$0-15,689
-100.0%
-0.02%
ExitNABRIVA THERAPEUTICS PLC$0-1,407,893
-100.0%
-0.02%
RMBL ExitRUMBLE ON INC CLASS B$0-65,117
-100.0%
-0.06%
ICPT ExitINTERCEPT PHARMACEUTICALS$0-44,625
-100.0%
-0.06%
QTS ExitQTS REALTY TRUST$0-30,291
-100.0%
-0.06%
IPHI ExitINPHI$0-25,669
-100.0%
-0.10%
AAN ExitAARON'S INC.$0-119,477
-100.0%
-0.23%
OXFD ExitOXFORD IMMUNOTEC GLOBAL PLC$0-585,444
-100.0%
-0.23%
GOCO ExitGOHEALTH CLASS A$0-848,850
-100.0%
-0.38%
VRTU ExitVIRTUSA CORP$0-293,902
-100.0%
-0.49%
QTWO ExitQ2 HOLDINGS$0-162,620
-100.0%
-0.50%
IMMU ExitIMMUNOMEDICS$0-179,141
-100.0%
-0.52%
UPLD ExitUPLAND SOFTWARE$0-454,065
-100.0%
-0.58%
DBX ExitDROPBOX INC$0-992,272
-100.0%
-0.65%
PTAC ExitPROPTECH ACQUISITION CORP$0-2,911,332
-100.0%
-1.10%
PS ExitPLURALSIGHT INC CLASS A$0-1,969,192
-100.0%
-1.14%

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