$4.86 Billion is the total value of Granahan Investment Management's 186 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 20.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KRNT | Sell | KORNIT DIGITAL LTD | $325,919,000 | -3.7% | 2,140,682 | -8.5% | 6.71% | +4.5% |
| AXON | Sell | AXON ENTERPRISE INC | $164,920,000 | -13.3% | 1,050,445 | -3.4% | 3.39% | -6.0% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $149,992,000 | -23.5% | 361,261 | -8.6% | 3.09% | -17.0% |
| SPSC | Sell | SPS COMM INC | $149,311,000 | -12.9% | 1,048,902 | -1.3% | 3.07% | -5.5% |
| MGNI | Buy | MAGNITE INC | $148,441,000 | -26.0% | 8,482,357 | +18.4% | 3.06% | -19.7% |
| APPS | Buy | DIGITAL TURBINE INC | $144,462,000 | -3.2% | 2,368,614 | +9.2% | 2.97% | +5.1% |
| EVH | Buy | EVOLENT HEALTH INCcl a | $138,313,000 | -7.3% | 4,998,680 | +3.8% | 2.85% | +0.6% |
| ETSY | Sell | ETSY INC | $131,445,000 | -4.8% | 600,370 | -9.6% | 2.70% | +3.2% |
| WK | Sell | WORKIVA INC | $126,063,000 | -28.4% | 966,072 | -22.7% | 2.60% | -22.4% |
| CSGP | Sell | COSTAR GROUP INC | $101,964,000 | -11.7% | 1,290,189 | -3.8% | 2.10% | -4.2% |
| BRKS | Buy | AZENTA INC | $96,429,000 | +20.4% | 935,209 | +19.5% | 1.98% | +30.7% |
| ENPH | Sell | ENPHASE ENERGY INC | $95,704,000 | -21.3% | 523,143 | -35.5% | 1.97% | -14.7% |
| VCYT | Buy | VERACYTE INC | $73,929,000 | -8.2% | 1,794,395 | +3.5% | 1.52% | -0.4% |
| PRCH | Sell | PORCH GROUP INC | $73,236,000 | -22.6% | 4,697,608 | -12.3% | 1.51% | -16.1% |
| Buy | ENOVIX CORPORATION | $67,846,000 | +259.3% | 2,487,009 | +148.8% | 1.40% | +289.9% | |
| ARRY | Sell | ARRAY TECHNOLOGIES INC | $63,675,000 | -17.7% | 4,058,291 | -2.9% | 1.31% | -10.8% |
| LPSN | Sell | LIVEPERSON INC | $63,479,000 | -48.2% | 1,777,117 | -14.6% | 1.31% | -43.8% |
| SSYS | New | STRATASYS LTD | $59,664,000 | – | 2,436,279 | +100.0% | 1.23% | – |
| New | LIFE TIME GROUP HOLDINGS INC | $59,273,000 | – | 3,444,123 | +100.0% | 1.22% | – | |
| BFAM | Buy | BRIGHT HORIZONS FAM SOL IN D | $59,076,000 | +21.5% | 469,308 | +34.6% | 1.22% | +31.9% |
| OSIS | Sell | OSI SYSTEMS INC | $59,026,000 | -2.5% | 633,321 | -0.9% | 1.22% | +5.7% |
| ZETA | Buy | ZETA GLOBAL HOLDINGS CORPcl a | $58,452,000 | +66.4% | 6,942,032 | +15.8% | 1.20% | +80.4% |
| EEFT | Buy | EURONET WORLDWIDE INC | $58,034,000 | +98.3% | 486,987 | +111.8% | 1.19% | +115.1% |
| KLIC | Sell | KULICKE & SOFFA INDS INC | $52,078,000 | -16.6% | 860,226 | -19.7% | 1.07% | -9.5% |
| CHGG | Buy | CHEGG INC | $49,690,000 | +27.0% | 1,618,554 | +181.3% | 1.02% | +37.7% |
| GLOB | Sell | GLOBANT S A | $48,377,000 | +10.4% | 154,024 | -1.2% | 1.00% | +19.9% |
| LOVE | Buy | LOVESAC COMPANY | $47,204,000 | +0.5% | 712,403 | +0.2% | 0.97% | +9.1% |
| TREE | Buy | LENDINGTREE INC NEW | $44,163,000 | +127.8% | 360,220 | +159.8% | 0.91% | +147.0% |
| GTLS | Sell | CHART INDS INC | $43,780,000 | -59.7% | 274,498 | -51.7% | 0.90% | -56.3% |
| MSP | Sell | DATTO HLDG CORP | $43,443,000 | +8.3% | 1,648,677 | -1.7% | 0.89% | +17.5% |
| OSTK | Sell | OVERSTOCK COM INC DEL | $42,091,000 | -26.2% | 713,292 | -2.5% | 0.87% | -19.9% |
| LQDT | Buy | LIQUIDITY SVCS INC | $41,151,000 | +6.5% | 1,863,728 | +4.2% | 0.85% | +15.6% |
| TWOU | Sell | 2U INC | $40,769,000 | -49.1% | 2,031,352 | -14.8% | 0.84% | -44.8% |
| CRCT | Sell | CRICUT INC | $39,301,000 | -30.3% | 1,779,127 | -13.0% | 0.81% | -24.4% |
| HQY | Buy | HEALTHEQUITY INC | $36,342,000 | -27.1% | 821,467 | +6.7% | 0.75% | -20.9% |
| DOMO | Sell | DOMO INC | $35,864,000 | -46.3% | 723,065 | -8.5% | 0.74% | -41.8% |
| VCTR | Buy | VICTORY CAP HLDGS INC | $32,132,000 | +19.4% | 879,608 | +14.5% | 0.66% | +29.6% |
| CSTL | Buy | CASTLE BIOSCIENCES INC | $31,611,000 | +5.4% | 737,374 | +63.5% | 0.65% | +14.4% |
| TDUP | Buy | THREDUP INCcl a | $31,595,000 | -31.8% | 2,476,063 | +16.0% | 0.65% | -26.1% |
| CMCO | Sell | COLUMBUS MCKINNON CORP N Y | $31,556,000 | -5.5% | 682,151 | -1.2% | 0.65% | +2.5% |
| QTRX | Buy | QUANTERIX CORP | $31,314,000 | +5.0% | 738,540 | +23.3% | 0.64% | +14.0% |
| WSC | Buy | WILLSCOT MOBIL MINI HLDNG CO | $30,875,000 | +36.6% | 755,989 | +6.1% | 0.64% | +48.0% |
| POWI | Buy | POWER INTEGRATIONS INC | $30,000,000 | +100.0% | 322,961 | +113.1% | 0.62% | +116.5% |
| OSW | Sell | ONESPAWORLD HOLDINGS LIMITED | $29,848,000 | -1.2% | 2,978,807 | -1.7% | 0.61% | +7.2% |
| GRBK | Sell | GREEN BRICK PARTNERS INC | $29,162,000 | +30.0% | 961,474 | -12.1% | 0.60% | +40.8% |
| SPT | Sell | SPROUT SOCIAL INC | $28,046,000 | -53.7% | 309,254 | -37.7% | 0.58% | -49.7% |
| LAD | Sell | LITHIA MTRS INC | $27,649,000 | -17.2% | 93,109 | -11.6% | 0.57% | -10.3% |
| VRNS | Buy | VARONIS SYS INC | $25,415,000 | -18.0% | 521,013 | +2.2% | 0.52% | -11.1% |
| EVER | Buy | EVERQUOTE INC | $25,359,000 | +20.3% | 1,619,322 | +43.1% | 0.52% | +30.5% |
| New | FIRST WATCH RESTAURANT GROUP | $24,867,000 | – | 1,483,694 | +100.0% | 0.51% | – | |
| FLEX | Sell | FLEX LTDord | $24,040,000 | -8.1% | 1,311,528 | -11.4% | 0.50% | -0.2% |
| PSTG | Sell | PURE STORAGE INCcl a | $23,873,000 | +25.0% | 733,427 | -3.4% | 0.49% | +35.6% |
| BMBL | Buy | BUMBLE INC | $23,560,000 | -18.1% | 695,806 | +20.8% | 0.48% | -11.2% |
| VCEL | Buy | VERICEL CORP | $22,647,000 | +21.3% | 576,253 | +50.7% | 0.47% | +31.6% |
| CNMD | Sell | CONMED CORP | $22,116,000 | +4.5% | 156,007 | -3.6% | 0.46% | +13.2% |
| MTRN | Buy | MATERION CORP | $22,040,000 | +38.3% | 239,725 | +3.3% | 0.45% | +50.3% |
| GENI | Sell | GENIUS SPORTS LIMITEDshares cl a | $21,876,000 | -60.1% | 2,878,474 | -1.9% | 0.45% | -56.7% |
| JRVR | Buy | JAMES RIV GROUP LTD | $21,735,000 | -11.4% | 754,428 | +16.0% | 0.45% | -3.9% |
| TCBI | Buy | TEXAS CAP BANCSHARES INC | $21,690,000 | +10.5% | 359,996 | +10.1% | 0.45% | +19.9% |
| ALTG | Sell | ALTA EQUIPMENT GROUP INC | $21,280,000 | +0.4% | 1,453,547 | -5.8% | 0.44% | +9.0% |
| New | VITA COCO CO INC | $20,968,000 | – | 1,877,208 | +100.0% | 0.43% | – | |
| ORGO | Buy | ORGANOGENESIS HLDGS INC | $20,786,000 | -31.2% | 2,249,590 | +6.0% | 0.43% | -25.3% |
| MASS | Buy | 908 DEVICES INC | $20,579,000 | +0.2% | 795,483 | +25.9% | 0.42% | +8.7% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $19,873,000 | +16.2% | 75,587 | +2.1% | 0.41% | +25.8% |
| KNSL | Sell | KINSALE CAP GROUP INC | $19,477,000 | +12.5% | 81,873 | -23.5% | 0.40% | +21.9% |
| LOPE | Sell | GRAND CANYON ED INC | $19,453,000 | -4.2% | 226,958 | -1.7% | 0.40% | +3.9% |
| THRM | Sell | GENTHERM INC | $19,424,000 | -3.1% | 223,524 | -9.8% | 0.40% | +5.3% |
| DAR | Sell | DARLING INGREDIENTS INC | $18,961,000 | -7.1% | 273,646 | -3.6% | 0.39% | +0.8% |
| SSTI | Sell | SHOTSPOTTER INC | $18,917,000 | -19.5% | 640,816 | -0.8% | 0.39% | -12.8% |
| AFMD | Buy | AFFIMED N V | $18,654,000 | -10.6% | 3,379,376 | +0.1% | 0.38% | -3.0% |
| CXM | Sell | SPRINKLR INCcl a | $18,135,000 | -37.6% | 1,142,695 | -31.2% | 0.37% | -32.4% |
| New | HAGERTY INC | $18,029,000 | – | 1,271,466 | +100.0% | 0.37% | – | |
| LXFR | Sell | LUXFER HOLDINGS PLC | $17,935,000 | -24.3% | 928,790 | -23.0% | 0.37% | -17.8% |
| NEO | Buy | NEOGENOMICS INC | $17,778,000 | +11.4% | 521,041 | +57.5% | 0.37% | +20.8% |
| PRO | Buy | PROS HOLDINGS INC | $17,741,000 | +26.7% | 514,386 | +30.4% | 0.36% | +37.2% |
| PRFT | Sell | PERFICIENT INC | $17,211,000 | +1.2% | 133,117 | -9.4% | 0.35% | +9.6% |
| ICAD | Buy | ICAD INC | $17,157,000 | -28.8% | 2,382,896 | +6.3% | 0.35% | -22.8% |
| NMRK | Sell | NEWMARK GROUP INCcl a | $17,098,000 | +19.4% | 914,339 | -8.6% | 0.35% | +29.4% |
| HCAT | Buy | HEALTH CATALYST INC | $16,778,000 | +84.9% | 423,472 | +133.4% | 0.34% | +100.6% |
| VICR | Buy | VICOR CORP | $16,504,000 | +0.3% | 129,973 | +6.0% | 0.34% | +9.0% |
| ENPC | Sell | EXECUTIVE NETWORK PARTNERINGcl a | $16,461,000 | -1.7% | 1,677,934 | -1.6% | 0.34% | +6.6% |
| SIBN | Buy | SI-BONE INC | $16,412,000 | +95.2% | 738,942 | +88.2% | 0.34% | +111.2% |
| RPD | Buy | RAPID7 INC | $16,247,000 | +15.2% | 138,051 | +10.6% | 0.33% | +24.6% |
| SIMO | Sell | SILICON MOTION TECHNOLOGY COsponsored adr | $16,174,000 | +23.7% | 170,200 | -10.2% | 0.33% | +34.3% |
| BLFS | Buy | BIOLIFE SOLUTIONS INC | $16,191,000 | +26.1% | 434,432 | +43.2% | 0.33% | +36.5% |
| ROLL | Buy | RBC BEARINGS INC | $15,799,000 | +43.0% | 78,225 | +50.2% | 0.32% | +54.8% |
| BCRX | Buy | BIOCRYST PHARMACEUTICALS INC | $15,659,000 | +25.6% | 1,130,578 | +30.3% | 0.32% | +35.9% |
| CSIQ | Buy | CANADIAN SOLAR INC | $15,655,000 | -8.3% | 500,323 | +1.4% | 0.32% | -0.6% |
| KIDS | Buy | ORTHOPEDIATRICS CORP | $15,565,000 | +32.7% | 260,023 | +45.2% | 0.32% | +43.5% |
| MPAA | Buy | MOTORCAR PTS AMER INC | $15,481,000 | +103.6% | 906,924 | +132.6% | 0.32% | +121.5% |
| MLAB | Buy | MESA LABS INC | $15,295,000 | +374.0% | 46,618 | +336.8% | 0.32% | +416.4% |
| INMD | Buy | INMODE LTD | $14,994,000 | -17.7% | 212,435 | +86.0% | 0.31% | -10.7% |
| CEVA | Buy | CEVA INC | $14,890,000 | +34.0% | 344,359 | +32.3% | 0.31% | +45.0% |
| RUSHA | Sell | RUSH ENTERPRISES INCcl a | $14,683,000 | +13.4% | 263,893 | -8.0% | 0.30% | +22.8% |
| CYRX | Sell | CRYOPORT INC | $14,251,000 | -27.5% | 240,844 | -18.5% | 0.29% | -21.4% |
| CSSE | Buy | CHICKEN SOUP FOR THE SOUL ENcl a | $13,912,000 | -38.1% | 1,005,193 | +2.2% | 0.29% | -33.0% |
| ENTA | Buy | ENANTA PHARMACEUTICALS INC | $13,865,000 | +33.5% | 185,411 | +1.4% | 0.28% | +44.7% |
| NTLA | Sell | INTELLIA THERAPEUTICS INC | $13,690,000 | -45.4% | 115,783 | -38.1% | 0.28% | -40.8% |
| CHEF | Sell | CHEFS WHSE INC | $13,069,000 | -37.6% | 392,450 | -39.0% | 0.27% | -32.4% |
| PLOW | Sell | DOUGLAS DYNAMICS INC | $12,892,000 | -8.3% | 330,052 | -14.8% | 0.26% | -0.7% |
| TITN | Sell | TITAN MACHY INC | $12,853,000 | -2.5% | 381,508 | -25.0% | 0.26% | +6.0% |
| LAWS | Sell | LAWSON PRODS INC | $12,417,000 | -3.8% | 226,800 | -12.1% | 0.26% | +4.5% |
| ACTG | Buy | ACACIA RESH CORP | $12,074,000 | -24.2% | 2,353,694 | +0.4% | 0.25% | -17.5% |
| GTN | Sell | GRAY TELEVISION INC | $11,741,000 | -26.9% | 582,374 | -17.2% | 0.24% | -20.7% |
| HBIO | Buy | HARVARD BIOSCIENCE INC | $11,688,000 | +6.0% | 1,657,823 | +4.9% | 0.24% | +15.3% |
| TTGT | Sell | TECHTARGET INC | $10,891,000 | +13.4% | 113,852 | -2.3% | 0.22% | +23.1% |
| WIX | Buy | WIX COM LTD | $10,788,000 | +99.5% | 68,367 | +147.8% | 0.22% | +115.5% |
| LGND | Sell | LIGAND PHARMACEUTICALS INC | $10,680,000 | -34.5% | 69,141 | -40.9% | 0.22% | -28.8% |
| VECO | Buy | VEECO INSTRS INC DEL | $10,556,000 | +67.2% | 370,778 | +30.4% | 0.22% | +80.8% |
| RDWR | Buy | RADWARE LTDord | $10,520,000 | +40.2% | 252,648 | +13.6% | 0.22% | +52.8% |
| SRI | New | STONERIDGE INC | $10,370,000 | – | 525,311 | +100.0% | 0.21% | – |
| PACB | Buy | PACIFIC BIOSCIENCES CALIF IN | $10,003,000 | -13.4% | 488,895 | +8.1% | 0.21% | -5.9% |
| CIEN | Sell | CIENA CORP | $9,696,000 | -6.4% | 125,977 | -37.6% | 0.20% | +1.5% |
| WNS | Buy | WNS HLDGS LTDspon adr | $9,448,000 | +14.7% | 107,099 | +6.4% | 0.19% | +24.4% |
| AMBA | Buy | AMBARELLA INC | $9,416,000 | +52.1% | 46,410 | +16.8% | 0.19% | +65.8% |
| IMGN | Buy | IMMUNOGEN INC | $9,399,000 | +144.6% | 1,266,690 | +86.9% | 0.19% | +164.4% |
| CWST | Sell | CASELLA WASTE SYS INCcl a | $9,333,000 | -28.8% | 109,265 | -36.7% | 0.19% | -22.9% |
| SILK | Sell | SILK RD MED INC | $9,129,000 | -52.9% | 214,239 | -39.1% | 0.19% | -48.9% |
| LLNW | Buy | LIMELIGHT NETWORKS INC | $8,932,000 | +93.0% | 2,604,120 | +33.9% | 0.18% | +109.1% |
| AERI | Sell | AERIE PHARMACEUTICALS INC | $8,697,000 | -45.3% | 1,238,883 | -11.1% | 0.18% | -40.7% |
| AMWL | Buy | AMERICAN WELL CORPcl a | $8,549,000 | +21.9% | 1,415,455 | +83.9% | 0.18% | +32.3% |
| ONTO | Sell | ONTO INNOVATION INC | $8,473,000 | +31.8% | 83,696 | -5.9% | 0.17% | +42.6% |
| INSM | Sell | INSMED INC | $8,326,000 | -1.4% | 305,663 | -0.3% | 0.17% | +6.9% |
| RNLX | Buy | RENALYTIX PLCads | $8,288,000 | -17.0% | 521,248 | +4.7% | 0.17% | -9.5% |
| NTRA | Buy | NATERA INC | $8,221,000 | -15.0% | 88,028 | +1.5% | 0.17% | -7.7% |
| New | DEFINITIVE HEALTHCARE CORP | $8,155,000 | – | 298,385 | +100.0% | 0.17% | – | |
| HDSN | Sell | HUDSON TECHNOLOGIES INC | $8,121,000 | +16.5% | 1,828,960 | -7.4% | 0.17% | +26.5% |
| ATRC | Sell | ATRICURE INC | $7,946,000 | -3.9% | 114,287 | -3.9% | 0.16% | +4.5% |
| FATE | Buy | FATE THERAPEUTICS INC | $7,805,000 | +76.8% | 133,401 | +79.1% | 0.16% | +91.7% |
| NTNX | Sell | NUTANIX INCcl a | $7,722,000 | -23.7% | 242,370 | -9.7% | 0.16% | -17.2% |
| AKTS | Buy | AKOUSTIS TECHNOLOGIES INC | $7,646,000 | -12.5% | 1,144,540 | +27.0% | 0.16% | -5.4% |
| AXTI | Buy | AXT INC | $7,360,000 | +16.1% | 835,405 | +9.8% | 0.15% | +25.8% |
| KNSA | Buy | KINIKSA PHARMACEUTICALS LTD | $7,056,000 | +52.7% | 599,522 | +47.7% | 0.14% | +64.8% |
| XENE | Buy | XENON PHARMACEUTICALS INC | $6,788,000 | +429.9% | 217,301 | +159.1% | 0.14% | +483.3% |
| NEWR | Buy | NEW RELIC INC | $6,766,000 | +61.2% | 61,533 | +5.2% | 0.14% | +73.8% |
| BEAM | Sell | BEAM THERAPEUTICS INC | $6,646,000 | -15.9% | 83,392 | -8.2% | 0.14% | -8.7% |
| PLSE | Buy | PULSE BIOSCIENCES INC | $6,445,000 | -18.4% | 435,160 | +19.0% | 0.13% | -11.3% |
| SLAB | Sell | SILICON LABORATORIES INC | $6,343,000 | +33.6% | 30,728 | -9.3% | 0.13% | +45.6% |
| QLYS | Sell | QUALYS INC | $6,330,000 | +21.6% | 46,132 | -1.4% | 0.13% | +31.3% |
| SMED | Buy | SHARPS COMPLIANCE CORP | $6,093,000 | -1.9% | 854,585 | +13.8% | 0.12% | +5.9% |
| SPRO | Sell | SPERO THERAPEUTICS INC | $6,067,000 | -40.7% | 378,932 | -31.8% | 0.12% | -35.6% |
| CTG | Buy | COMPUTER TASK GROUP INC | $6,091,000 | +41.4% | 610,904 | +13.2% | 0.12% | +52.4% |
| PTC | Buy | PTC INC | $6,026,000 | +11.1% | 49,742 | +9.8% | 0.12% | +20.4% |
| WDC | Buy | WESTERN DIGITAL CORP. | $5,542,000 | +139.6% | 84,980 | +107.4% | 0.11% | +159.1% |
| RCUS | Buy | ARCUS BIOSCIENCES INC | $5,560,000 | +52.1% | 137,387 | +31.0% | 0.11% | +65.2% |
| ELY | Buy | CALLAWAY GOLF CO | $5,502,000 | +172.4% | 200,499 | +174.3% | 0.11% | +197.4% |
| BPMC | Sell | BLUEPRINT MEDICINES CORP | $5,433,000 | +0.1% | 50,725 | -3.9% | 0.11% | +8.7% |
| HLIT | New | HARMONIC INC | $5,424,000 | – | 461,213 | +100.0% | 0.11% | – |
| AIRG | Buy | AIRGAIN INC | $5,360,000 | -10.6% | 504,262 | +6.1% | 0.11% | -3.5% |
| HSKA | Buy | HESKA CORP | $5,081,000 | +0.2% | 27,843 | +42.0% | 0.10% | +9.4% |
| XNCR | Sell | XENCOR INC | $4,928,000 | +18.1% | 122,835 | -3.8% | 0.10% | +27.8% |
| New | ARTERIS INC | $4,782,000 | – | 226,531 | +100.0% | 0.10% | – | |
| CTSO | Sell | CYTOSORBENTS CORP | $4,632,000 | -50.6% | 1,105,607 | -4.2% | 0.10% | -46.6% |
| PRTA | Buy | PROTHENA CORP PLC | $4,455,000 | +38.1% | 90,179 | +99.1% | 0.09% | +50.8% |
| CERS | Sell | CERUS CORP | $4,396,000 | -59.7% | 645,565 | -64.0% | 0.09% | -56.5% |
| BMRA | Buy | BIOMERICA INC | $4,289,000 | -7.6% | 1,102,573 | +6.9% | 0.09% | 0.0% |
| SKIN | Sell | THE BEAUTY HEALTH COMPANY | $4,185,000 | -10.5% | 173,224 | -3.8% | 0.09% | -3.4% |
| CRVL | Sell | CORVEL CORP | $4,128,000 | -26.4% | 19,847 | -34.1% | 0.08% | -19.8% |
| AMN | New | AMN HEALTHCARE SVCS INC | $3,988,000 | – | 32,604 | +100.0% | 0.08% | – |
| TTD | Sell | THE TRADE DESK INC | $3,987,000 | -23.5% | 43,503 | -41.3% | 0.08% | -17.2% |
| APLS | New | APELLIS PHARMACEUTICALS INC | $3,953,000 | – | 83,601 | +100.0% | 0.08% | – |
| MPWR | Sell | MONOLITHIC PWR SYS INC | $3,791,000 | -16.3% | 7,685 | -17.7% | 0.08% | -9.3% |
| PLRX | New | PLIANT THERAPEUTICS INC | $3,688,000 | – | 273,185 | +100.0% | 0.08% | – |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $3,603,000 | -29.0% | 47,541 | +4.9% | 0.07% | -22.9% |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $3,533,000 | -1.1% | 216,497 | +68.8% | 0.07% | +7.4% |
| CYBR | Buy | CYBERARK SOFTWARE LTD | $3,508,000 | +14.0% | 20,247 | +3.9% | 0.07% | +24.1% |
| PRTK | Sell | PARATEK PHARMACEUTICALS INC | $3,366,000 | -15.7% | 749,740 | -8.8% | 0.07% | -9.2% |
| SWIR | Sell | SIERRA WIRELESS INC | $3,374,000 | -14.7% | 191,508 | -25.0% | 0.07% | -8.0% |
| EDIT | Buy | EDITAS MEDICINE INC | $3,324,000 | -34.6% | 125,183 | +1.2% | 0.07% | -29.2% |
| New | PORTILLOS INC | $3,268,000 | – | 87,053 | +100.0% | 0.07% | – | |
| MGNX | Sell | MACROGENICS INC | $3,203,000 | -33.8% | 199,541 | -13.6% | 0.07% | -28.3% |
| OLK | Sell | OLINK HLDG ABsponsored ads | $3,094,000 | -31.3% | 170,021 | -8.5% | 0.06% | -24.7% |
| VERI | Buy | VERITONE INC | $2,882,000 | +31.2% | 128,203 | +39.4% | 0.06% | +40.5% |
| EVBG | New | EVERBRIDGE INC | $2,883,000 | – | 42,813 | +100.0% | 0.06% | – |
| Buy | DERMTECH INC | $2,324,000 | -24.5% | 147,095 | +53.5% | 0.05% | -17.2% | |
| ARCT | Sell | ARCTURUS THERAPEUTICS HLDGS | $2,051,000 | -41.3% | 55,405 | -24.3% | 0.04% | -36.4% |
| KZR | New | KEZAR LIFE SCIENCES INC | $1,944,000 | – | 116,262 | +100.0% | 0.04% | – |
| ME | Sell | 23ANDME HOLDING CO | $1,757,000 | -36.7% | 263,788 | -13.9% | 0.04% | -32.1% |
| New | XERIS BIOPHARMA HOLDINGS INC | $1,537,000 | – | 524,612 | +100.0% | 0.03% | – | |
| JNCE | Sell | JOUNCE THERAPEUTICS INC | $1,406,000 | +8.7% | 168,424 | -3.3% | 0.03% | +16.0% |
| Sell | CARIBOU BIOSCIENCES INC | $1,239,000 | -63.4% | 82,127 | -42.1% | 0.03% | -59.4% | |
| MITK | Sell | MITEK SYS INC | $448,000 | -97.2% | 25,242 | -97.1% | 0.01% | -97.0% |
| ENPCWS | Sell | EXECUTIVE NETWORK PARTNERING*w exp 09/25/202 | $282,000 | -18.0% | 415,891 | -2.0% | 0.01% | -14.3% |
| RCEL | Buy | AVITA MEDICAL INC | $260,000 | -7.8% | 21,732 | +36.6% | 0.01% | 0.0% |
| LFMD | Sell | LIFEMD INC | $209,000 | -79.3% | 53,954 | -66.9% | 0.00% | -78.9% |
| FREQ | Sell | FREQUENCY THERAPEUTICS INC | $202,000 | -33.6% | 39,346 | -8.6% | 0.00% | -33.3% |
| CAI | Exit | CAI INTERNATIONAL INC | $0 | – | -9,665 | -100.0% | -0.01% | – |
| DRNA | Exit | DICERNA PHARMACEUTICALS INC | $0 | – | -27,775 | -100.0% | -0.01% | – |
| NLTX | Exit | NEOLEUKIN THERAPEUTICS INC | $0 | – | -125,331 | -100.0% | -0.02% | – |
| AUTL | Exit | AUTOLUS THERAPEUTICS PLCspon ads | $0 | – | -176,683 | -100.0% | -0.02% | – |
| XERS | Exit | XERIS PHARMACEUTICALS INC | $0 | – | -465,049 | -100.0% | -0.02% | – |
| TPTX | Exit | TURNING POINT THERAPEUTICS I | $0 | – | -44,467 | -100.0% | -0.06% | – |
| PRLB | Exit | PROTO LABS INC | $0 | – | -46,611 | -100.0% | -0.06% | – |
| SGMO | Exit | SANGAMO THERAPEUTICS INC | $0 | – | -348,473 | -100.0% | -0.06% | – |
| ESPR | Exit | ESPERION THERAPEUTICS INC NE | $0 | – | -293,766 | -100.0% | -0.07% | – |
| RDUS | Exit | RADIUS HEALTH INC | $0 | – | -354,888 | -100.0% | -0.08% | – |
| CLNE | Exit | CLEAN ENERGY FUELS CORP | $0 | – | -670,093 | -100.0% | -0.10% | – |
| STIM | Exit | NEURONETICS INC | $0 | – | -880,203 | -100.0% | -0.11% | – |
| FLXN | Exit | FLEXION THERAPEUTICS INC | $0 | – | -1,233,194 | -100.0% | -0.14% | – |
| AMRC | Exit | AMERESCO INCcl a | $0 | – | -142,844 | -100.0% | -0.16% | – |
| NPTN | Exit | NEOPHOTONICS CORP | $0 | – | -1,063,486 | -100.0% | -0.18% | – |
| VG | Exit | VONAGE HLDGS CORP | $0 | – | -578,235 | -100.0% | -0.18% | – |
| ADF | Exit | ALDEL FINANCIAL INC | $0 | – | -1,014,242 | -100.0% | -0.19% | – |
| XLRN | Exit | ACCELERON PHARMA INC | $0 | – | -67,888 | -100.0% | -0.22% | – |
| CSII | Exit | CARDIOVASCULAR SYS INC DEL | $0 | – | -362,330 | -100.0% | -0.23% | – |
| VIEW | Exit | VIEW INC | $0 | – | -2,443,804 | -100.0% | -0.25% | – |
| NLS | Exit | NAUTILUS INC | $0 | – | -1,595,350 | -100.0% | -0.28% | – |
| STRA | Exit | STRATEGIC ED INC | $0 | – | -308,893 | -100.0% | -0.41% | – |
| Exit | RISKIFIED LTD | $0 | – | -1,127,069 | -100.0% | -0.49% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Destra Capital Advisors LLC #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.