Granahan Investment Management Q3 2022 holdings

$3.06 Billion is the total value of Granahan Investment Management's 176 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 12.8% .

 Value Shares↓ Weighting
PAYC SellPAYCOM SOFTWARE INC$118,389
+11.1%
358,765
-5.7%
3.86%
+6.2%
ENPH SellENPHASE ENERGY INC$114,779
-4.5%
413,662
-32.8%
3.75%
-8.7%
SPSC SellSPS COMM INC$107,970
+7.4%
869,116
-2.2%
3.52%
+2.7%
CSGP SellCOSTAR GROUP INC$105,327
+1.5%
1,512,227
-12.0%
3.44%
-3.0%
AXON SellAXON ENTERPRISE INC$104,849
+14.2%
905,824
-8.1%
3.42%
+9.2%
EVH SellEVOLENT HEALTH INCcl a$88,896
-9.0%
2,474,135
-22.2%
2.90%
-13.0%
KRNT BuyKORNIT DIGITAL LTD$87,755
-6.3%
3,297,827
+11.6%
2.86%
-10.4%
BuyTOAST INCcl a$79,789
+77.8%
4,772,099
+37.6%
2.60%
+69.9%
ETSY SellETSY INC$77,080
+3.4%
769,799
-24.4%
2.52%
-1.1%
MGNI BuyMAGNITE INC$68,446
-18.9%
10,417,962
+9.7%
2.24%
-22.4%
ARRY SellARRAY TECHNOLOGIES INC$65,314
-4.0%
3,939,313
-36.2%
2.13%
-8.2%
BRKS BuyAZENTA INC$48,300
-33.4%
1,126,917
+12.0%
1.58%
-36.4%
PCTY BuyPAYLOCITY HLDG CORP$47,768
+50.0%
197,733
+8.3%
1.56%
+43.4%
ZETA BuyZETA GLOBAL HOLDINGS CORPcl a$47,048
+64.5%
7,117,707
+12.5%
1.54%
+57.2%
HQY SellHEALTHEQUITY INC$46,493
-12.4%
692,166
-19.9%
1.52%
-16.2%
WK BuyWORKIVA INC$46,204
+38.5%
593,882
+17.5%
1.51%
+32.5%
APPS BuyDIGITAL TURBINE INC$46,075
-16.3%
3,197,441
+1.5%
1.50%
-20.0%
GTLS SellCHART INDS INC$45,522
-0.1%
246,934
-9.3%
1.49%
-4.6%
WSC BuyWILLSCOT MOBIL MINI HLDNG CO$43,893
+48.2%
1,088,340
+19.1%
1.43%
+41.6%
HUBS NewHUBSPOT INC$41,618154,072
+100.0%
1.36%
LQDT BuyLIQUIDITY SVCS INC$41,447
+44.9%
2,549,009
+19.8%
1.35%
+38.5%
EEFT BuyEURONET WORLDWIDE INC$37,399
-21.6%
493,649
+4.0%
1.22%
-25.1%
GENI BuyGENIUS SPORTS LIMITEDshares cl a$33,971
+166.2%
9,256,521
+63.2%
1.11%
+154.4%
INDI NewINDIE SEMICONDUCTOR INC$33,0714,517,864
+100.0%
1.08%
VCYT SellVERACYTE INC$31,897
-17.7%
1,921,506
-1.3%
1.04%
-21.3%
SellENOVIX CORPORATION$31,707
+22.3%
1,729,297
-40.5%
1.04%
+16.9%
GLOB BuyGLOBANT S A$29,294
+174.7%
156,588
+155.5%
0.96%
+162.6%
PRCH BuyPORCH GROUP INC$29,232
+14.2%
12,991,796
+29.9%
0.95%
+9.2%
VCTR BuyVICTORY CAP HLDGS INC$25,653
+13.4%
1,100,514
+17.2%
0.84%
+8.4%
LLNW BuyEDGIO INC$25,537
+57.4%
9,185,946
+30.8%
0.83%
+50.5%
LOVE BuyLOVESAC COMPANY$25,488
+1.9%
1,250,655
+37.4%
0.83%
-2.7%
SSYS SellSTRATASYS LTD$25,318
-42.0%
1,756,972
-24.6%
0.83%
-44.6%
SellVITA COCO CO INC$24,657
-4.4%
2,164,836
-17.8%
0.80%
-8.6%
TCBI BuyTEXAS CAP BANCSHARES INC$23,550
+48.9%
398,953
+32.8%
0.77%
+42.4%
CWST BuyCASELLA WASTE SYS INCcl a$22,517
+49.4%
294,765
+42.1%
0.74%
+42.7%
JRVR BuyJAMES RIV GROUP LTD$22,189
+6.7%
972,755
+15.9%
0.72%
+2.0%
FSLR NewFIRST SOLAR INC$21,090159,446
+100.0%
0.69%
SI BuySILVERGATE CAP CORPcl a$20,614
+46.4%
273,574
+4.0%
0.67%
+39.9%
KLIC SellKULICKE & SOFFA INDS INC$20,525
-31.0%
532,711
-23.3%
0.67%
-34.1%
CHGG BuyCHEGG INC$20,427
+156.0%
969,497
+128.2%
0.67%
+145.2%
ROLL BuyRBC BEARINGS INC$20,299
+47.0%
97,681
+30.8%
0.66%
+40.5%
SPT BuySPROUT SOCIAL INC$20,277
+15.0%
334,168
+10.1%
0.66%
+10.0%
CSTL SellCASTLE BIOSCIENCES INC$19,879
-0.1%
762,217
-15.9%
0.65%
-4.6%
AMRC SellAMERESCO INCcl a$18,912
+36.2%
284,472
-6.7%
0.62%
+30.2%
BMBL SellBUMBLE INC$18,569
-35.0%
864,077
-14.8%
0.61%
-37.8%
PSTG BuyPURE STORAGE INCcl a$18,287
+13.3%
668,130
+6.4%
0.60%
+8.3%
PRO BuyPROS HOLDINGS INC$17,500
+9.1%
708,518
+15.8%
0.57%
+4.2%
KIDS SellORTHOPEDIATRICS CORP$17,496
+4.6%
379,193
-2.1%
0.57%0.0%
SSTI SellSHOTSPOTTER INC$17,365
+3.8%
603,794
-2.9%
0.57%
-0.7%
SellLIFE TIME GROUP HOLDINGS INC$16,930
-57.5%
1,736,395
-43.8%
0.55%
-59.3%
BLFS SellBIOLIFE SOLUTIONS INC$16,832
+60.9%
739,873
-2.3%
0.55%
+54.1%
MASS Buy908 DEVICES INC$15,913
-14.2%
967,364
+7.5%
0.52%
-17.9%
VECO BuyVEECO INSTRS INC DEL$15,931
+23.7%
869,588
+31.0%
0.52%
+18.2%
GDYN BuyGRID DYNAMICS HLDGS INCcl a$15,933
+106.4%
850,684
+85.4%
0.52%
+97.0%
SIBN BuySI-BONE INC$15,652
+74.3%
896,475
+31.8%
0.51%
+66.4%
FIGS BuyFIGS INCcl a$15,015
-9.2%
1,819,973
+0.2%
0.49%
-13.3%
NTRA SellNATERA INC$14,924
+1.1%
340,571
-18.3%
0.49%
-3.4%
ELY BuyTOPGOLF CALLAWAY BRANDS CORP$14,321
+13.6%
743,569
+20.4%
0.47%
+8.8%
HLIT BuyHARMONIC INC$14,075
+214.3%
1,076,911
+108.5%
0.46%
+200.7%
QTRX BuyQUANTERIX CORP$14,028
-19.3%
1,272,939
+18.5%
0.46%
-22.9%
MTRN BuyMATERION CORP$13,903
+26.6%
173,784
+16.7%
0.45%
+21.1%
CMCO BuyCOLUMBUS MCKINNON CORP N Y$13,547
-3.5%
517,867
+4.6%
0.44%
-7.9%
SellFIRST WATCH RESTAURANT GROUP$13,327
-3.5%
920,356
-3.9%
0.44%
-7.6%
TREE BuyLENDINGTREE INC NEW$13,222
-14.4%
554,145
+57.2%
0.43%
-18.2%
LAD BuyLITHIA MTRS INC$13,205
-8.8%
61,546
+16.8%
0.43%
-12.9%
DOMO SellDOMO INC$13,060
-35.7%
725,937
-0.6%
0.43%
-38.5%
BuyDEFINITIVE HEALTHCARE CORP$12,789
-28.2%
823,003
+6.0%
0.42%
-31.2%
OSW SellONESPAWORLD HOLDINGS LIMITED$12,692
+4.4%
1,510,907
-10.9%
0.41%
-0.2%
RGEN SellREPLIGEN CORP$12,597
-37.2%
67,322
-45.5%
0.41%
-40.0%
VCEL SellVERICEL CORP$12,571
-12.7%
541,870
-5.3%
0.41%
-16.7%
VICR SellVICOR CORP$12,523
+2.1%
211,748
-5.5%
0.41%
-2.4%
SellHAGERTY INC$12,467
-23.6%
1,386,718
-2.3%
0.41%
-26.9%
THRM BuyGENTHERM INC$12,312
-19.0%
247,575
+1.7%
0.40%
-22.5%
VRNS BuyVARONIS SYS INC$12,317
-1.9%
464,452
+8.5%
0.40%
-6.3%
PRFT BuyPERFICIENT INC$12,192
-8.4%
187,507
+29.1%
0.40%
-12.5%
PHR NewPHREESIA INC$12,163477,347
+100.0%
0.40%
SKIN BuyTHE BEAUTY HEALTH COMPANY$12,123
+5.8%
1,028,285
+15.4%
0.40%
+1.3%
SRI BuySTONERIDGE INC$11,980
+3.8%
706,769
+5.0%
0.39%
-0.8%
CYRX BuyCRYOPORT INC$11,691
+15.2%
479,908
+46.5%
0.38%
+10.1%
POWI SellPOWER INTEGRATIONS INC$11,444
-26.6%
177,917
-14.4%
0.37%
-29.8%
LPSN SellLIVEPERSON INC$11,251
-41.1%
1,194,403
-11.5%
0.37%
-43.7%
EVER BuyEVERQUOTE INC$11,172
-18.4%
1,638,103
+5.8%
0.36%
-22.0%
ALTG BuyALTA EQUIPMENT GROUP INC$10,965
+30.8%
995,880
+6.6%
0.36%
+25.2%
AMBA SellAMBARELLA INC$10,848
-18.3%
193,101
-4.8%
0.35%
-22.0%
CEVA BuyCEVA INC$10,839
-3.6%
413,232
+23.4%
0.35%
-7.8%
XENE BuyXENON PHARMACEUTICALS INC$10,825
+25.0%
299,855
+5.3%
0.35%
+19.3%
WNS BuyWNS HLDGS LTDspon adr$10,114
+20.5%
123,582
+9.9%
0.33%
+15.0%
RDWR BuyRADWARE LTDord$9,727
+19.6%
446,389
+18.9%
0.32%
+14.4%
BPMC BuyBLUEPRINT MEDICINES CORP$9,500
+81.5%
144,177
+39.1%
0.31%
+73.2%
APLS SellAPELLIS PHARMACEUTICALS INC$9,339
+45.9%
136,735
-3.4%
0.30%
+39.3%
OLK BuyOLINK HLDG ABsponsored ads$9,086
-15.9%
748,396
+5.3%
0.30%
-19.5%
GWRE NewGUIDEWIRE SOFTWARE INC$8,972145,698
+100.0%
0.29%
IMGN SellIMMUNOGEN INC$8,972
+6.0%
1,876,960
-0.3%
0.29%
+1.4%
RCUS BuyARCUS BIOSCIENCES INC$8,982
+41.6%
343,335
+37.1%
0.29%
+35.0%
COUP SellCOUPA SOFTWARE INC$8,960
-53.1%
152,380
-54.4%
0.29%
-55.1%
CSSE BuyCHICKEN SOUP FOR THE SOUL ENcl a$8,861
+5.4%
1,287,965
+13.6%
0.29%
+0.7%
BuyPORTILLOS INC$8,664
+81.7%
439,995
+50.8%
0.28%
+73.6%
RPD BuyRAPID7 INC$8,634
-14.8%
201,261
+32.7%
0.28%
-18.5%
PRTA SellPROTHENA CORP PLC$8,555
+97.8%
141,108
-11.4%
0.28%
+88.5%
NTLA SellINTELLIA THERAPEUTICS INC$8,441
-0.8%
150,835
-8.2%
0.28%
-4.8%
OSIS SellOSI SYSTEMS INC$8,190
-81.4%
113,649
-77.9%
0.27%
-82.2%
PLRX SellPLIANT THERAPEUTICS INC$7,961
+87.6%
381,093
-28.1%
0.26%
+79.3%
AFMD SellAFFIMED N V$7,912
-26.8%
3,840,990
-1.6%
0.26%
-30.1%
CLNE BuyCLEAN ENERGY FUELS CORP$7,816
+404.6%
1,463,728
+323.3%
0.26%
+381.1%
TTGT BuyTECHTARGET INC$7,598
-0.1%
128,348
+11.0%
0.25%
-4.6%
FATE BuyFATE THERAPEUTICS INC$7,315
+12.2%
326,419
+24.0%
0.24%
+7.2%
HDSN BuyHUDSON TECHNOLOGIES INC$7,229
+37.3%
983,527
+40.3%
0.24%
+31.1%
QLYS BuyQUALYS INC$7,136
+26.9%
51,195
+14.8%
0.23%
+21.4%
ATRC BuyATRICURE INC$7,101
+63.5%
181,602
+70.9%
0.23%
+56.8%
KNSA BuyKINIKSA PHARMACEUTICALS LTD$7,092
+74.3%
552,350
+31.5%
0.23%
+66.9%
AXTI BuyAXT INC$6,807
+19.6%
1,015,961
+4.6%
0.22%
+14.4%
CIEN BuyCIENA CORP$6,754
+7.6%
167,051
+21.6%
0.22%
+3.3%
KNSL BuyKINSALE CAP GROUP INC$6,734
+14.0%
26,363
+2.5%
0.22%
+8.9%
EPAM SellEPAM SYS INC$6,703
-31.3%
18,506
-44.1%
0.22%
-34.2%
RVNC BuyREVANCE THERAPEUTICS INC$6,613
+113.9%
244,917
+9.5%
0.22%
+103.8%
PTC BuyPTC INC$6,599
+13.1%
63,087
+15.0%
0.22%
+8.0%
NTNX BuyNUTANIX INCcl a$6,596
+70.1%
316,663
+19.5%
0.22%
+62.9%
HCAT BuyHEALTH CATALYST INC$6,289
-23.3%
648,299
+14.6%
0.20%
-26.8%
DAR SellDARLING INGREDIENTS INC$6,092
-21.2%
92,094
-28.8%
0.20%
-24.6%
AMWL BuyAMERICAN WELL CORPcl a$5,994
-15.2%
1,669,539
+2.0%
0.20%
-18.7%
ONTO BuyONTO INNOVATION INC$5,938
+0.7%
92,707
+9.7%
0.19%
-3.5%
SWAV SellSHOCKWAVE MED INC$5,465
+29.8%
19,653
-10.8%
0.18%
+23.6%
PAR BuyPAR TECHNOLOGY CORP$5,315
-12.4%
180,000
+11.3%
0.17%
-15.9%
ICAD BuyICAD INC$5,308
-45.5%
2,527,839
+3.8%
0.17%
-48.0%
CRVL BuyCORVEL CORP$5,255
+25.6%
37,959
+33.6%
0.17%
+20.3%
BEAM BuyBEAM THERAPEUTICS INC$5,261
+67.9%
110,435
+36.5%
0.17%
+60.7%
MLAB SellMESA LABS INC$4,914
-64.0%
34,895
-47.8%
0.16%
-65.7%
GRBK BuyGREEN BRICK PARTNERS INC$4,785
+23.4%
223,828
+12.9%
0.16%
+18.2%
AKYA BuyAKOYA BIOSCIENCES INC$4,686
+243.0%
398,824
+275.0%
0.15%
+225.5%
INMD SellINMODE LTD$4,587
+1.0%
157,571
-22.2%
0.15%
-3.2%
BMRA BuyBIOMERICA INC$4,400
+38.0%
1,119,687
+1.5%
0.14%
+32.1%
XNCR SellXENCOR INC$4,373
-5.4%
168,307
-0.4%
0.14%
-9.5%
LFUS BuyLITTELFUSE INC$4,270
-2.0%
21,491
+25.4%
0.14%
-6.7%
HSKA SellHESKA CORP$4,204
-30.1%
57,654
-9.4%
0.14%
-33.2%
SLAB BuySILICON LABORATORIES INC$4,132
-10.8%
33,475
+1.4%
0.14%
-14.6%
GO BuyGROCERY OUTLET HLDG CORP$4,090
+22.6%
122,858
+57.1%
0.13%
+17.5%
AIRG BuyAIRGAIN INC$4,006
+0.8%
555,677
+13.5%
0.13%
-3.7%
CYBR BuyCYBERARK SOFTWARE LTD$3,928
+43.6%
26,196
+22.6%
0.13%
+37.6%
IIPR SellINNOVATIVE INDL PPTYS INC$3,844
-55.7%
43,430
-45.0%
0.13%
-57.6%
KZR BuyKEZAR LIFE SCIENCES INC$3,852
+68.7%
447,418
+62.0%
0.13%
+61.5%
HBIO SellHARVARD BIOSCIENCE INC$3,823
-30.7%
1,493,269
-2.6%
0.12%
-33.5%
BLUE NewBLUEBIRD BIO INC$3,729589,083
+100.0%
0.12%
ZYME BuyZYMEWORKS INC$3,615
+96.1%
587,808
+69.0%
0.12%
+87.3%
CRSP BuyCRISPR THERAPEUTICS AGnamen akt$3,399
+12.4%
52,006
+4.5%
0.11%
+7.8%
PACB SellPACIFIC BIOSCIENCES CALIF IN$3,333
+4.5%
574,189
-20.4%
0.11%0.0%
STOK BuySTOKE THERAPEUTICS INC$3,326
+26.8%
259,014
+30.4%
0.11%
+21.1%
MPWR BuyMONOLITHIC PWR SYS INC$3,244
+3.9%
8,927
+9.8%
0.11%
-0.9%
APPN BuyAPPIAN CORPcl a$3,146
-12.1%
77,054
+1.9%
0.10%
-15.6%
TDUP BuyTHREDUP INCcl a$3,084
-18.8%
1,676,193
+10.3%
0.10%
-22.3%
MTCH BuyMATCH GROUP INC NEW$3,062
-27.0%
64,130
+6.5%
0.10%
-30.1%
VZIO BuyVIZIO HLDG CORP$2,962
+290.3%
338,912
+204.7%
0.10%
+273.1%
CUBI BuyCUSTOMERS BANCORP INC$2,928
-0.8%
99,311
+14.1%
0.10%
-5.0%
SellCARIBOU BIOSCIENCES INC$2,513
+3.1%
238,204
-47.0%
0.08%
-1.2%
EVBG NewEVERBRIDGE INC$2,51681,470
+100.0%
0.08%
SILK SellSILK RD MED INC$2,467
-17.6%
54,828
-33.3%
0.08%
-20.6%
AKTS SellAKOUSTIS TECHNOLOGIES INC$2,283
-30.6%
768,810
-13.5%
0.08%
-33.0%
BuyARTERIS INC$2,166
+25.3%
325,166
+31.1%
0.07%
+20.3%
CTSO BuyCYTOSORBENTS CORP$2,055
-32.2%
1,511,029
+9.2%
0.07%
-35.6%
LXFR SellLUXFER HLDGS PLC$1,985
-51.8%
136,907
-49.7%
0.06%
-53.9%
EXPE SellEXPEDIA GROUP INC$1,876
-12.1%
20,021
-11.1%
0.06%
-16.4%
RUSHA BuyRUSH ENTERPRISES INCcl a$1,705
+11.7%
38,865
+22.7%
0.06%
+7.7%
SITM NewSITIME CORP$1,37017,405
+100.0%
0.04%
VERI BuyVERITONE INC$1,331
+40.0%
236,416
+62.3%
0.04%
+34.4%
CTG SellCOMPUTER TASK GROUP INC$1,214
-52.1%
181,163
-38.8%
0.04%
-54.0%
IWO NewISHARES TRrus 2000 grw etf$1,1965,788
+100.0%
0.04%
BuyDERMTECH INC$836
+22.9%
211,185
+72.0%
0.03%
+17.4%
PLOW BuyDOUGLAS DYNAMICS INC$734
+11.6%
26,205
+14.4%
0.02%
+9.1%
WDC SellWESTERN DIGITAL CORP.$750
-75.1%
23,042
-65.8%
0.02%
-76.7%
NewSNOW LAKE RES LTD$686389,822
+100.0%
0.02%
NewMAXCYTE INC$63898,201
+100.0%
0.02%
CFLT NewCONFLUENT INC$61625,903
+100.0%
0.02%
LAWS SellDISTRIBUTION SOLUTIONS GRP I$506
-75.9%
17,951
-56.0%
0.02%
-76.4%
MPAA SellMOTORCAR PTS AMER INC$183
-72.6%
12,050
-76.4%
0.01%
-73.9%
LFMD SellLIFEMD INC$190
-60.3%
96,495
-58.8%
0.01%
-62.5%
ORGO SellORGANOGENESIS HLDGS INC$81
-98.3%
24,973
-97.5%
0.00%
-98.2%
RSSS NewRESEARCH SOLUTIONS INC$4321,040
+100.0%
0.00%
RNLX ExitRENALYTIX PLCads$0-324,199
-100.0%
-0.03%
SMLR ExitSEMLER SCIENTIFIC INC$0-28,099
-100.0%
-0.03%
CNMD ExitCONMED CORP$0-8,751
-100.0%
-0.03%
SMED ExitSHARPS COMPLIANCE CORP$0-471,437
-100.0%
-0.05%
CCXI ExitCHEMOCENTRYX INC$0-168,245
-100.0%
-0.14%
AERI ExitAERIE PHARMACEUTICALS INC$0-707,398
-100.0%
-0.18%
RVLV ExitREVOLVE GROUP INCcl a$0-212,240
-100.0%
-0.19%
SWIR ExitSIERRA WIRELESS INC$0-484,711
-100.0%
-0.39%
BFAM ExitBRIGHT HORIZONS FAM SOL IN D$0-321,208
-100.0%
-0.93%

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

  • Destra Capital Advisors LLC #1

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Susan Rawley — VP/Operations and Account Administration

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Export Granahan Investment Management's holdings

EDGAR filings