$5.37 Billion is the total value of Granahan Investment Management's 193 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 24.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KRNT | Buy | KORNIT DIGITAL LTD | $308,339,000 | +36.4% | 2,480,005 | +8.7% | 5.74% | +19.8% |
| MGNI | Buy | MAGNITE INC | $219,046,000 | +2.9% | 6,472,993 | +26.6% | 4.08% | -9.6% |
| AXON | Buy | AXON ENTERPRISE INC | $196,990,000 | +44.8% | 1,114,199 | +16.7% | 3.67% | +27.3% |
| ENPH | Sell | ENPHASE ENERGY INC | $170,277,000 | -4.9% | 927,282 | -16.1% | 3.17% | -16.5% |
| LPSN | Sell | LIVEPERSON INC | $160,040,000 | +0.5% | 2,530,683 | -16.2% | 2.98% | -11.7% |
| PAYC | Buy | PAYCOM SOFTWARE INC | $156,334,000 | +108.8% | 430,114 | +112.6% | 2.91% | +83.4% |
| WK | Sell | WORKIVA INC | $149,332,000 | +20.2% | 1,341,342 | -4.7% | 2.78% | +5.6% |
| APPS | Buy | DIGITAL TURBINE INC | $146,011,000 | +16.2% | 1,920,433 | +22.8% | 2.72% | +2.1% |
| TWOU | Buy | 2U INC | $144,556,000 | +53.1% | 3,469,056 | +40.5% | 2.69% | +34.5% |
| ETSY | Sell | ETSY INC | $122,726,000 | -33.9% | 596,222 | -35.3% | 2.29% | -42.0% |
| CSGP | Buy | COSTAR GROUP INC | $112,340,000 | -1.4% | 1,356,430 | +878.2% | 2.09% | -13.4% |
| SPSC | Buy | SPS COMM INC | $108,124,000 | +4.7% | 1,082,864 | +4.2% | 2.01% | -8.0% |
| GTLS | Sell | CHART INDS INC | $102,574,000 | -11.1% | 701,024 | -13.5% | 1.91% | -21.9% |
| EVH | Buy | EVOLENT HEALTH INCcl a | $100,700,000 | +5.5% | 4,767,986 | +0.9% | 1.88% | -7.3% |
| CRCT | Sell | CRICUT INC | $97,171,000 | +100.8% | 2,281,014 | -6.7% | 1.81% | +76.4% |
| PRCH | Sell | PORCH GROUP INC | $93,645,000 | +7.8% | 4,842,036 | -1.4% | 1.74% | -5.3% |
| BRKS | Sell | BROOKS AUTOMATION INC NEW | $83,766,000 | -11.4% | 879,155 | -24.1% | 1.56% | -22.1% |
| VCYT | Buy | VERACYTE INC | $70,208,000 | +23.4% | 1,756,077 | +65.9% | 1.31% | +8.4% |
| KLIC | Sell | KULICKE & SOFFA INDS INC | $68,210,000 | -44.0% | 1,114,539 | -55.1% | 1.27% | -50.8% |
| HQY | Buy | HEALTHEQUITY INC | $67,177,000 | +25.4% | 834,705 | +6.0% | 1.25% | +10.2% |
| OSIS | Buy | OSI SYSTEMS INC | $65,944,000 | +6.9% | 648,798 | +1.0% | 1.23% | -6.0% |
| DOMO | Buy | DOMO INC | $65,117,000 | +62.1% | 805,601 | +12.9% | 1.21% | +42.4% |
| BFAM | Sell | BRIGHT HORIZONS FAM SOL IN D | $59,339,000 | -18.8% | 403,368 | -5.3% | 1.10% | -28.7% |
| LOVE | Sell | LOVESAC COMPANY | $57,560,000 | +24.0% | 721,399 | -12.1% | 1.07% | +8.9% |
| GENI | New | GENIUS SPORTS LIMITEDshares cl a | $55,800,000 | – | 2,972,846 | +100.0% | 1.04% | – |
| NLS | Sell | NAUTILUS INC | $54,881,000 | -2.5% | 3,257,005 | -9.5% | 1.02% | -14.3% |
| CSOD | Buy | CORNERSTONE ONDEMAND INC | $53,987,000 | +25.2% | 1,046,666 | +5.8% | 1.01% | +9.9% |
| OSTK | New | OVERSTOCK COM INC DEL | $50,600,000 | – | 548,808 | +100.0% | 0.94% | – |
| CHGG | Sell | CHEGG INC | $48,690,000 | -39.6% | 585,853 | -37.7% | 0.91% | -46.9% |
| EEFT | Sell | EURONET WORLDWIDE INC | $46,358,000 | -17.9% | 342,508 | -16.1% | 0.86% | -27.8% |
| ZETA | New | ZETA GLOBAL HOLDINGS CORPcl a | $46,230,000 | – | 5,503,629 | +100.0% | 0.86% | – |
| LQDT | Buy | LIQUIDITY SVCS INC | $44,599,000 | +64.7% | 1,752,433 | +20.3% | 0.83% | +44.8% |
| SPT | Sell | SPROUT SOCIAL INC | $43,418,000 | -25.5% | 485,546 | -51.9% | 0.81% | -34.5% |
| GLOB | Buy | GLOBANT S A | $40,406,000 | +9.3% | 184,352 | +3.5% | 0.75% | -4.0% |
| MSP | Sell | DATTO HLDG CORP | $38,356,000 | -7.5% | 1,377,730 | -23.9% | 0.72% | -18.7% |
| NTLA | Buy | INTELLIA THERAPEUTICS INC | $36,560,000 | +117.6% | 225,803 | +7.8% | 0.68% | +91.3% |
| QTRX | Buy | QUANTERIX CORP | $35,734,000 | +26.6% | 609,180 | +26.2% | 0.67% | +11.2% |
| CMCO | Buy | COLUMBUS MCKINNON CORP N Y | $35,040,000 | +11.5% | 726,371 | +22.0% | 0.65% | -2.0% |
| ORGO | Buy | ORGANOGENESIS HLDGS INC | $35,042,000 | -4.3% | 2,108,452 | +4.9% | 0.65% | -16.0% |
| TREE | New | LENDINGTREE INC NEW | $34,221,000 | – | 161,512 | +100.0% | 0.64% | – |
| BMBL | Sell | BUMBLE INC | $33,885,000 | -14.9% | 588,276 | -7.8% | 0.63% | -25.2% |
| CSTL | Buy | CASTLE BIOSCIENCES INC | $32,605,000 | +67.6% | 444,629 | +56.4% | 0.61% | +47.0% |
| OSW | Sell | ONESPAWORLD HOLDINGS LIMITED | $32,509,000 | -20.0% | 3,354,924 | -12.1% | 0.61% | -29.7% |
| CSSE | Buy | CHICKEN SOUP FOR THE SOUL ENcl a | $31,826,000 | +108.4% | 768,755 | +21.1% | 0.59% | +83.0% |
| AFMD | Buy | AFFIMED N V | $31,249,000 | +16.7% | 3,676,295 | +8.6% | 0.58% | +2.5% |
| SSTI | Buy | SHOTSPOTTER INC | $30,643,000 | +48.7% | 628,312 | +7.0% | 0.57% | +30.7% |
| VRNS | Buy | VARONIS SYS INC | $29,181,000 | +127.5% | 506,435 | +102.7% | 0.54% | +100.0% |
| CXM | New | SPRINKLR INCcl a | $28,391,000 | – | 1,378,865 | +100.0% | 0.53% | – |
| EVER | Buy | EVERQUOTE INC | $26,805,000 | +9.1% | 820,216 | +21.2% | 0.50% | -4.2% |
| CNMD | Buy | CONMED CORP | $25,441,000 | +11.7% | 185,121 | +6.2% | 0.47% | -1.9% |
| VCTR | Sell | VICTORY CAP HLDGS INC | $25,230,000 | -9.2% | 781,346 | -28.1% | 0.47% | -20.2% |
| STRA | Sell | STRATEGIC ED INC | $24,127,000 | -19.2% | 317,215 | -2.3% | 0.45% | -29.1% |
| JRVR | Buy | JAMES RIV GROUP LTD | $23,843,000 | +35.6% | 635,481 | +64.8% | 0.44% | +19.0% |
| FLEX | Buy | FLEX LTDord | $23,481,000 | +23.5% | 1,314,005 | +26.6% | 0.44% | +8.4% |
| LAD | Buy | LITHIA MTRS INC | $22,551,000 | +103.3% | 65,625 | +130.8% | 0.42% | +78.7% |
| CSIQ | Sell | CANADIAN SOLAR INC | $22,492,000 | -29.1% | 501,612 | -21.5% | 0.42% | -37.7% |
| LXFR | Buy | LUXFER HOLDINGS PLC | $22,286,000 | +6.1% | 1,001,631 | +1.5% | 0.42% | -6.7% |
| AERI | Buy | AERIE PHARMACEUTICALS INC | $22,221,000 | +7.3% | 1,387,971 | +19.7% | 0.41% | -5.7% |
| MASS | Buy | 908 DEVICES INC | $22,159,000 | +0.8% | 571,850 | +26.2% | 0.41% | -11.4% |
| VIEW | Sell | VIEW INC | $21,808,000 | +10.4% | 2,571,669 | -3.7% | 0.41% | -3.1% |
| CYRX | Buy | CRYOPORT INC | $21,367,000 | +35.6% | 338,624 | +11.8% | 0.40% | +19.2% |
| LGND | Sell | LIGAND PHARMACEUTICALS INC | $21,327,000 | -44.1% | 162,565 | -35.1% | 0.40% | -51.0% |
| LOPE | Buy | GRAND CANYON ED INC | $21,051,000 | +76.9% | 233,981 | +110.6% | 0.39% | +55.6% |
| ICAD | Buy | ICAD INC | $20,302,000 | +3.1% | 1,172,873 | +26.4% | 0.38% | -9.6% |
| SILK | Buy | SILK RD MED INC | $20,041,000 | +36.5% | 418,734 | +44.5% | 0.37% | +19.9% |
| WDC | Sell | WESTERN DIGITAL CORP. | $19,701,000 | -10.1% | 276,813 | -15.7% | 0.37% | -21.1% |
| GTN | Buy | GRAY TELEVISION INC | $19,725,000 | +73.2% | 842,944 | +36.2% | 0.37% | +51.7% |
| PRO | Buy | PROS HOLDINGS INC | $19,646,000 | +21.5% | 431,112 | +13.3% | 0.37% | +6.7% |
| VCEL | Sell | VERICEL CORP | $19,133,000 | -8.5% | 364,434 | -3.1% | 0.36% | -19.6% |
| WSC | Buy | WILLSCOT MOBIL MINI HLDNG CO | $19,018,000 | +45.6% | 682,391 | +44.9% | 0.35% | +27.8% |
| TITN | Buy | TITAN MACHY INC | $17,630,000 | +28.6% | 569,811 | +6.0% | 0.33% | +12.7% |
| ALTG | Sell | ALTA EQUIPMENT GROUP INC | $17,532,000 | +0.3% | 1,319,197 | -1.9% | 0.33% | -11.9% |
| NEO | Buy | NEOGENOMICS INC | $17,444,000 | +0.7% | 386,187 | +7.5% | 0.32% | -11.4% |
| PLOW | Buy | DOUGLAS DYNAMICS INC | $17,426,000 | -5.5% | 428,254 | +7.2% | 0.32% | -16.9% |
| ARRY | Buy | ARRAY TECHNOLOGIES INC | $17,322,000 | +169.7% | 1,110,388 | +415.6% | 0.32% | +137.5% |
| CSII | Sell | CARDIOVASCULAR SYS INC DEL | $17,267,000 | -4.4% | 404,844 | -14.1% | 0.32% | -15.9% |
| CHEF | Buy | CHEFS WHSE INC | $17,202,000 | +114.2% | 540,430 | +105.0% | 0.32% | +88.2% |
| ENPC | Buy | EXECUTIVE NETWORK PARTNERINGcl a | $17,011,000 | +63.8% | 1,746,502 | +63.5% | 0.32% | +44.1% |
| MTRN | Buy | MATERION CORP | $16,205,000 | +43.4% | 215,068 | +26.1% | 0.30% | +25.8% |
| ACTG | Buy | ACACIA RESH CORP | $16,196,000 | +8.3% | 2,395,819 | +6.5% | 0.30% | -4.7% |
| THRM | Buy | GENTHERM INC | $16,072,000 | +4.0% | 226,202 | +8.5% | 0.30% | -8.8% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $15,818,000 | +11.8% | 82,808 | +5.4% | 0.30% | -1.7% |
| TCBI | Buy | TEXAS CAP BANCSHARES INC | $15,615,000 | +31.2% | 245,947 | +46.6% | 0.29% | +15.5% |
| INMD | Buy | INMODE LTD | $15,158,000 | +123.9% | 160,102 | +71.1% | 0.28% | +95.8% |
| NTNX | Sell | NUTANIX INCcl a | $15,051,000 | +14.2% | 393,790 | -20.6% | 0.28% | +0.4% |
| DAR | New | DARLING INGREDIENTS INC | $14,969,000 | – | 221,764 | +100.0% | 0.28% | – |
| BLFS | Buy | BIOLIFE SOLUTIONS INC | $14,927,000 | +31.3% | 335,370 | +6.2% | 0.28% | +15.4% |
| VICR | Buy | VICOR CORP | $14,530,000 | +101.8% | 137,417 | +62.3% | 0.27% | +77.1% |
| CLNE | Buy | CLEAN ENERGY FUELS CORP | $14,444,000 | +41.6% | 1,423,100 | +91.6% | 0.27% | +24.5% |
| RUSHA | Buy | RUSH ENTERPRISES INCcl a | $14,251,000 | -6.7% | 329,587 | +7.6% | 0.26% | -18.2% |
| LAWS | Sell | LAWSON PRODS INC | $14,046,000 | +1.1% | 262,491 | -2.0% | 0.26% | -10.9% |
| KIDS | Buy | ORTHOPEDIATRICS CORP | $13,986,000 | +119.8% | 221,363 | +69.6% | 0.26% | +93.3% |
| BGCP | Buy | BGC PARTNERS INCcl a | $13,762,000 | +29.9% | 2,427,118 | +10.6% | 0.26% | +13.8% |
| KNSL | Buy | KINSALE CAP GROUP INC | $13,566,000 | +248.5% | 82,335 | +248.5% | 0.25% | +204.8% |
| BEAM | Buy | BEAM THERAPEUTICS INC | $13,196,000 | +70.7% | 102,523 | +6.1% | 0.25% | +50.0% |
| HBIO | Buy | HARVARD BIOSCIENCE INC | $12,825,000 | +54.6% | 1,539,560 | +1.3% | 0.24% | +35.8% |
| CIEN | Buy | CIENA CORP | $12,494,000 | +69.4% | 219,614 | +62.9% | 0.23% | +49.4% |
| CWST | Buy | CASELLA WASTE SYS INCcl a | $12,441,000 | +48.1% | 196,142 | +48.4% | 0.23% | +30.3% |
| ROLL | Buy | RBC BEARINGS INC | $12,374,000 | +9.5% | 62,051 | +8.1% | 0.23% | -3.8% |
| PRFT | Buy | PERFICIENT INC | $11,807,000 | +69.0% | 146,816 | +23.4% | 0.22% | +48.6% |
| INSM | Buy | INSMED INC | $11,738,000 | +6.5% | 412,453 | +27.5% | 0.22% | -6.4% |
| STIM | Buy | NEURONETICS INC | $11,694,000 | +70.3% | 729,991 | +31.5% | 0.22% | +49.3% |
| FLXN | Buy | FLEXION THERAPEUTICS INC | $11,631,000 | +23.9% | 1,413,303 | +34.7% | 0.22% | +9.0% |
| AKTS | Buy | AKOUSTIS TECHNOLOGIES INC | $11,494,000 | +13.3% | 1,073,180 | +41.2% | 0.21% | -0.5% |
| KIN | Buy | KINDRED BIOSCIENCES INC | $11,406,000 | +176.2% | 1,243,842 | +49.7% | 0.21% | +140.9% |
| ATRC | Buy | ATRICURE INC | $11,307,000 | +29.9% | 142,532 | +7.3% | 0.21% | +14.1% |
| SIBN | Buy | SI-BONE INC | $11,270,000 | +42.7% | 358,105 | +44.2% | 0.21% | +25.0% |
| NPTN | Buy | NEOPHOTONICS CORP | $11,123,000 | -3.4% | 1,089,408 | +13.0% | 0.21% | -15.2% |
| NMRK | Sell | NEWMARK GROUP INCcl a | $11,096,000 | +18.6% | 923,856 | -1.2% | 0.21% | +4.5% |
| POWI | Buy | POWER INTEGRATIONS INC | $10,952,000 | +15.9% | 133,460 | +15.1% | 0.20% | +2.0% |
| RPD | Buy | RAPID7 INC | $10,869,000 | +78.2% | 114,860 | +40.5% | 0.20% | +56.6% |
| AMRC | New | AMERESCO INCcl a | $10,869,000 | – | 173,301 | +100.0% | 0.20% | – |
| ECHO | Buy | ECHO GLOBAL LOGISTICS INC | $10,730,000 | +19.1% | 349,046 | +21.7% | 0.20% | +4.7% |
| XLRN | Buy | ACCELERON PHARMA INC | $10,078,000 | -2.8% | 80,308 | +5.1% | 0.19% | -14.5% |
| AIRG | Buy | AIRGAIN INC | $9,917,000 | +33.0% | 480,921 | +36.6% | 0.18% | +17.1% |
| EPZM | Buy | EPIZYME INC | $9,930,000 | -3.6% | 1,194,926 | +1.1% | 0.18% | -15.1% |
| PACB | New | PACIFIC BIOSCIENCES CALIF IN | $9,861,000 | – | 281,987 | +100.0% | 0.18% | – |
| SIMO | Buy | SILICON MOTION TECHNOLOGY COsponsored adr | $9,403,000 | +21.0% | 146,695 | +12.2% | 0.18% | +6.1% |
| TTGT | Buy | TECHTARGET INC | $9,035,000 | +61.3% | 116,597 | +44.6% | 0.17% | +41.2% |
| ENTA | Buy | ENANTA PHARMACEUTICALS INC | $8,801,000 | -7.7% | 199,970 | +3.4% | 0.16% | -18.8% |
| CEVA | Buy | CEVA INC | $8,592,000 | +27.8% | 181,642 | +51.7% | 0.16% | +11.9% |
| STMP | Sell | STAMPS COM INC | $8,441,000 | -80.7% | 42,142 | -80.8% | 0.16% | -83.1% |
| HCAT | Buy | HEALTH CATALYST INC | $8,350,000 | +55.6% | 150,426 | +31.1% | 0.16% | +36.8% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $8,304,000 | +41.2% | 51,292 | +6.2% | 0.16% | +24.0% |
| PSTG | Buy | PURE STORAGE INCcl a | $8,314,000 | +45.7% | 425,690 | +60.7% | 0.16% | +28.1% |
| VG | Buy | VONAGE HLDGS CORP | $8,116,000 | +68.1% | 563,218 | +37.9% | 0.15% | +48.0% |
| WNS | Buy | WNS HLDGS LTDspon adr | $8,038,000 | +56.5% | 100,640 | +42.0% | 0.15% | +37.6% |
| STNG | Sell | SCORPIO TANKERS INC | $7,902,000 | -11.9% | 358,373 | -26.2% | 0.15% | -22.6% |
| EDIT | Buy | EDITAS MEDICINE INC | $7,831,000 | +42.2% | 138,266 | +5.5% | 0.15% | +24.8% |
| TDUP | New | THREDUP INCcl a | $7,663,000 | – | 263,506 | +100.0% | 0.14% | – |
| SPNS | Sell | SAPIENS INTL CORP N V | $7,614,000 | -64.6% | 289,837 | -57.1% | 0.14% | -68.8% |
| CTSO | Buy | CYTOSORBENTS CORP | $7,577,000 | -4.3% | 1,003,546 | +10.0% | 0.14% | -16.1% |
| KPTI | Buy | KARYOPHARM THERAPEUTICS INC | $7,550,000 | +4.0% | 731,558 | +6.0% | 0.14% | -8.4% |
| DRNA | New | DICERNA PHARMACEUTICALS INC | $7,520,000 | – | 201,512 | +100.0% | 0.14% | – |
| PRPL | Buy | PURPLE INNOVATION INC | $7,499,000 | +19.6% | 283,950 | +43.3% | 0.14% | +5.3% |
| SMED | Sell | SHARPS COMPLIANCE CORP | $7,304,000 | -32.7% | 709,157 | -6.2% | 0.14% | -40.9% |
| BCRX | Buy | BIOCRYST PHARMACEUTICALS INC | $7,178,000 | +64.2% | 453,995 | +5.6% | 0.13% | +44.1% |
| SHSP | Sell | SHARPSPRING INC | $7,050,000 | -10.9% | 417,384 | -15.6% | 0.13% | -22.0% |
| ESPR | Buy | ESPERION THERAPEUTICS INC NE | $7,045,000 | -20.5% | 333,085 | +5.4% | 0.13% | -30.3% |
| MGNX | Buy | MACROGENICS INC | $6,969,000 | -10.8% | 259,442 | +5.8% | 0.13% | -21.7% |
| RDWR | Buy | RADWARE LTDord | $6,702,000 | +80.2% | 217,743 | +52.7% | 0.12% | +58.2% |
| IAC | New | IAC INTERACTIVECORP NEW | $6,652,000 | – | 43,146 | +100.0% | 0.12% | – |
| ONTO | Buy | ONTO INNOVATION INC | $6,526,000 | +65.8% | 89,350 | +49.1% | 0.12% | +47.0% |
| AXTI | Buy | AXT INC | $6,543,000 | +40.6% | 595,898 | +49.3% | 0.12% | +23.2% |
| PTC | Buy | PTC INC | $6,398,000 | +53.3% | 45,293 | +49.4% | 0.12% | +33.7% |
| LLNW | Buy | LIMELIGHT NETWORKS INC | $5,857,000 | +41.3% | 1,859,360 | +60.2% | 0.11% | +23.9% |
| TTD | Buy | THE TRADE DESK INC | $5,733,000 | +2.7% | 74,110 | +765.1% | 0.11% | -9.3% |
| PRTK | Sell | PARATEK PHARMACEUTICALS INC | $5,690,000 | -6.0% | 834,260 | -2.7% | 0.11% | -17.2% |
| BPMC | Buy | BLUEPRINT MEDICINES CORP | $5,478,000 | -4.4% | 62,278 | +5.7% | 0.10% | -15.7% |
| RDUS | New | RADIUS HEALTH INC | $5,440,000 | – | 298,260 | +100.0% | 0.10% | – |
| GRBK | New | GREEN BRICK PARTNERS INC | $5,279,000 | – | 232,157 | +100.0% | 0.10% | – |
| XNCR | Buy | XENCOR INC | $5,227,000 | -14.9% | 151,544 | +6.3% | 0.10% | -25.4% |
| CTG | Buy | COMPUTER TASK GROUP INC | $5,073,000 | +5.3% | 524,613 | +4.0% | 0.10% | -6.9% |
| VECO | New | VEECO INSTRS INC DEL | $4,994,000 | – | 207,725 | +100.0% | 0.09% | – |
| SLAB | Buy | SILICON LABORATORIES INC | $4,925,000 | +62.3% | 32,137 | +49.4% | 0.09% | +43.8% |
| AMWL | New | AMERICAN WELL CORPcl a | $4,958,000 | – | 394,147 | +100.0% | 0.09% | – |
| SPRO | Sell | SPERO THERAPEUTICS INC | $4,644,000 | -7.8% | 332,639 | -2.8% | 0.09% | -18.7% |
| WIX | Buy | WIX COM LTD | $4,601,000 | +30.2% | 15,851 | +25.2% | 0.09% | +14.7% |
| QLYS | Buy | QUALYS INC | $4,606,000 | +44.4% | 45,747 | +50.3% | 0.09% | +26.5% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $4,177,000 | +51.5% | 11,186 | +43.3% | 0.08% | +34.5% |
| NTRA | New | NATERA INC | $4,191,000 | – | 36,916 | +100.0% | 0.08% | – |
| BMRA | Buy | BIOMERICA INC | $4,124,000 | -9.0% | 1,028,309 | +23.9% | 0.08% | -19.8% |
| TPTX | Buy | TURNING POINT THERAPEUTICS I | $4,084,000 | -12.6% | 52,351 | +5.9% | 0.08% | -23.2% |
| EVBG | New | EVERBRIDGE INC | $3,993,000 | – | 29,344 | +100.0% | 0.07% | – |
| ZS | Buy | ZSCALER INC | $3,968,000 | +30.3% | 18,366 | +3.5% | 0.07% | +13.8% |
| VMEO | New | VIMEO INC | $3,945,000 | – | 80,512 | +100.0% | 0.07% | – |
| NEWR | Buy | NEW RELIC INC | $3,916,000 | +63.6% | 58,472 | +50.1% | 0.07% | +43.1% |
| CERS | Sell | CERUS CORP | $3,888,000 | -12.8% | 657,947 | -11.3% | 0.07% | -24.2% |
| CMRX | New | CHIMERIX INC | $3,629,000 | – | 453,645 | +100.0% | 0.07% | – |
| SKIN | New | THE BEAUTY HEALTH COMPANY | $3,553,000 | – | 211,517 | +100.0% | 0.07% | – |
| CAI | Sell | CAI INTERNATIONAL INC | $3,342,000 | -66.5% | 59,686 | -72.8% | 0.06% | -70.8% |
| LFMD | Buy | LIFEMD INC | $3,278,000 | +23.8% | 278,252 | +66.3% | 0.06% | +8.9% |
| PRLB | Buy | PROTO LABS INC | $3,173,000 | +22.8% | 34,566 | +62.8% | 0.06% | +7.3% |
| SGMO | Buy | SANGAMO THERAPEUTICS INC | $2,769,000 | +1.2% | 231,344 | +5.9% | 0.05% | -10.3% |
| CYBR | Buy | CYBERARK SOFTWARE LTD | $2,566,000 | +39.4% | 19,697 | +38.4% | 0.05% | +23.1% |
| CLDR | Sell | CLOUDERA INC | $2,527,000 | -94.3% | 159,347 | -95.7% | 0.05% | -95.0% |
| JNCE | Buy | JOUNCE THERAPEUTICS INC | $2,433,000 | -30.1% | 357,817 | +5.6% | 0.04% | -39.2% |
| AUTL | Buy | AUTOLUS THERAPEUTICS PLCspon ads | $2,397,000 | +22.7% | 360,955 | +5.9% | 0.04% | +9.8% |
| TTEK | Sell | TETRA TECH INC NEW | $2,059,000 | -58.7% | 16,875 | -54.0% | 0.04% | -64.2% |
| XERS | Buy | XERIS PHARMACEUTICALS INC | $1,833,000 | -6.3% | 450,414 | +3.9% | 0.03% | -17.1% |
| NLTX | Sell | NEOLEUKIN THERAPEUTICS INC | $1,801,000 | -27.0% | 195,076 | -2.7% | 0.03% | -34.6% |
| XENE | Buy | XENON PHARMACEUTICALS INC | $1,550,000 | +4.2% | 83,249 | +0.2% | 0.03% | -9.4% |
| VERI | New | VERITONE INC | $1,431,000 | – | 72,579 | +100.0% | 0.03% | – |
| HDSN | Sell | HUDSON TECHNOLOGIES INC | $1,392,000 | +23.8% | 409,423 | -41.4% | 0.03% | +8.3% |
| PCRX | Buy | PACIRA BIOSCIENCES INC | $1,365,000 | +25.8% | 22,490 | +45.3% | 0.02% | +8.7% |
| FREQ | Buy | FREQUENCY THERAPEUTICS INC | $1,270,000 | +30.7% | 127,479 | +24.6% | 0.02% | +14.3% |
| RGEN | Sell | REPLIGEN CORP | $794,000 | -88.8% | 3,976 | -89.1% | 0.02% | -90.1% |
| SWIR | New | SIERRA WIRELESS INC | $826,000 | – | 43,483 | +100.0% | 0.02% | – |
| MPAA | Sell | MOTORCAR PTS AMER INC | $475,000 | -25.5% | 21,184 | -25.3% | 0.01% | -35.7% |
| ENPCWS | Buy | EXECUTIVE NETWORK PARTNERING*w exp 09/25/202 | $429,000 | +90.7% | 432,969 | +62.1% | 0.01% | +60.0% |
| XENT | Buy | INTERSECT ENT INC | $445,000 | +54.0% | 26,034 | +88.3% | 0.01% | +33.3% |
| New | DERMTECH INC | $382,000 | – | 9,183 | +100.0% | 0.01% | – | |
| RCEL | New | AVITA MEDICAL INC | $263,000 | – | 12,815 | +100.0% | 0.01% | – |
| ETTX | Exit | ENTASIS THERAPEUTICS HLDGS | $0 | – | -10,064 | -100.0% | 0.00% | – |
| CDTX | Exit | CIDARA THERAPEUTICS INC | $0 | – | -50,075 | -100.0% | -0.00% | – |
| CNTG | Exit | CENTOGENE N V | $0 | – | -59,835 | -100.0% | -0.02% | – |
| TARA | Exit | PROTARA THERAPEUTICS INC | $0 | – | -52,026 | -100.0% | -0.02% | – |
| COUP | Exit | COUPA SOFTWARE INCORPORATED | $0 | – | -3,678 | -100.0% | -0.02% | – |
| ECPG | Exit | ENCORE CAPITAL GROUP INC | $0 | – | -24,880 | -100.0% | -0.02% | – |
| FENC | Exit | FENNEC PHARMS | $0 | – | -217,295 | -100.0% | -0.03% | – |
| TW | Exit | TRADEWEB MARKETS INC | $0 | – | -18,856 | -100.0% | -0.03% | – |
| RNG | Exit | RINGCENTRAL INC | $0 | – | -5,824 | -100.0% | -0.04% | – |
| BL | Exit | BLACKLINE INC | $0 | – | -15,936 | -100.0% | -0.04% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -4,848 | -100.0% | -0.05% | – |
| SEER | Exit | SEER INC | $0 | – | -46,735 | -100.0% | -0.05% | – |
| GAN | Exit | GAN LIMITED | $0 | – | -130,593 | -100.0% | -0.05% | – |
| PFPT | Exit | PROOFPOINT, INC | $0 | – | -19,341 | -100.0% | -0.05% | – |
| ABMD | Exit | ABIOMED INC | $0 | – | -10,260 | -100.0% | -0.07% | – |
| BLDP | Exit | BALLARD PWR SYS INC NEW | $0 | – | -214,937 | -100.0% | -0.11% | – |
| PLUG | Exit | PLUG POWER INC | $0 | – | -171,255 | -100.0% | -0.13% | – |
| IAC | Exit | IAC INTERACTIVECORP NEW | $0 | – | -30,498 | -100.0% | -0.14% | – |
| Exit | AMERESCO INC | $0 | – | -141,724 | -100.0% | -0.15% | – | |
| ENPCU | Exit | EXECUTIVE NETWORK PTNRG UNIT | $0 | – | -712,170 | -100.0% | -0.15% | – |
| VAPO | Exit | VAPOTHERM INC | $0 | – | -349,989 | -100.0% | -0.18% | – |
| DMYD | Exit | DMY TECHNOLOGY GROUP INC II | $0 | – | -3,376,177 | -100.0% | -1.05% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
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 | 42 | Q3 2023 | 4.7% |
| SPS COMM INC | 42 | Q3 2023 | 3.5% |
| EURONET WORLDWIDE, INC | 42 | Q3 2023 | 1.7% |
| OSI SYSTEMS INC | 42 | Q3 2023 | 2.4% |
| RBC BEARINGS INC | 42 | Q3 2023 | 1.5% |
| DOUGLAS DYNAMICS INC | 42 | Q3 2023 | 1.0% |
| PROS HOLDINGS INC | 42 | Q3 2023 | 0.8% |
| RADWARE LTD | 42 | Q3 2023 | 1.3% |
| RUSH ENTERPRISES INC | 42 | Q3 2023 | 1.1% |
| POWER INTEGRATIONS INC | 42 | Q3 2023 | 0.9% |
View Granahan Investment Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Evolent Health, Inc. | February 14, 2023 | 3,155,211 | 3.1% |
| SHOTSPOTTER, INC | February 14, 2023 | 552,625 | 4.5% |
| ALTA EQUIPMENT GROUP INC. | February 14, 2022 | 1,453,547 | 4.5% |
| CF Finance Acquisition Corp.Sold out | February 14, 2022 | 0 | 0.0% |
| Cricut, Inc. | February 14, 2022 | 1,779,127 | 4.9% |
| NAUTILUS, INC.Sold out | February 14, 2022 | 0 | 0.0% |
| ONESPAWORLD HOLDINGS Ltd | February 14, 2022 | 2,978,807 | 4.0% |
| Victory Capital Holdings, Inc. | February 14, 2022 | 879,608 | 1.3% |
| dMY Technology Group, Inc. IISold out | May 11, 2021 | 0 | 0.0% |
| RumbleON, Inc. | January 21, 2021 | 40,877 | 1.9% |
View Granahan Investment Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G/A | 2024-04-11 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
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.