$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 | Sell | PAYCOM SOFTWARE INC | $118,389,000 | +11.1% | 358,765 | -5.7% | 3.86% | +6.2% |
| ENPH | Sell | ENPHASE ENERGY INC | $114,779,000 | -4.5% | 413,662 | -32.8% | 3.75% | -8.7% |
| SPSC | Sell | SPS COMM INC | $107,970,000 | +7.4% | 869,116 | -2.2% | 3.52% | +2.7% |
| CSGP | Sell | COSTAR GROUP INC | $105,327,000 | +1.5% | 1,512,227 | -12.0% | 3.44% | -3.0% |
| AXON | Sell | AXON ENTERPRISE INC | $104,849,000 | +14.2% | 905,824 | -8.1% | 3.42% | +9.2% |
| EVH | Sell | EVOLENT HEALTH INCcl a | $88,896,000 | -9.0% | 2,474,135 | -22.2% | 2.90% | -13.0% |
| KRNT | Buy | KORNIT DIGITAL LTD | $87,755,000 | -6.3% | 3,297,827 | +11.6% | 2.86% | -10.4% |
| Buy | TOAST INCcl a | $79,789,000 | +77.8% | 4,772,099 | +37.6% | 2.60% | +69.9% | |
| ETSY | Sell | ETSY INC | $77,080,000 | +3.4% | 769,799 | -24.4% | 2.52% | -1.1% |
| MGNI | Buy | MAGNITE INC | $68,446,000 | -18.9% | 10,417,962 | +9.7% | 2.24% | -22.4% |
| ARRY | Sell | ARRAY TECHNOLOGIES INC | $65,314,000 | -4.0% | 3,939,313 | -36.2% | 2.13% | -8.2% |
| BRKS | Buy | AZENTA INC | $48,300,000 | -33.4% | 1,126,917 | +12.0% | 1.58% | -36.4% |
| PCTY | Buy | PAYLOCITY HLDG CORP | $47,768,000 | +50.0% | 197,733 | +8.3% | 1.56% | +43.4% |
| ZETA | Buy | ZETA GLOBAL HOLDINGS CORPcl a | $47,048,000 | +64.5% | 7,117,707 | +12.5% | 1.54% | +57.2% |
| HQY | Sell | HEALTHEQUITY INC | $46,493,000 | -12.4% | 692,166 | -19.9% | 1.52% | -16.2% |
| WK | Buy | WORKIVA INC | $46,204,000 | +38.5% | 593,882 | +17.5% | 1.51% | +32.5% |
| APPS | Buy | DIGITAL TURBINE INC | $46,075,000 | -16.3% | 3,197,441 | +1.5% | 1.50% | -20.0% |
| GTLS | Sell | CHART INDS INC | $45,522,000 | -0.1% | 246,934 | -9.3% | 1.49% | -4.6% |
| WSC | Buy | WILLSCOT MOBIL MINI HLDNG CO | $43,893,000 | +48.2% | 1,088,340 | +19.1% | 1.43% | +41.6% |
| HUBS | New | HUBSPOT INC | $41,618,000 | – | 154,072 | +100.0% | 1.36% | – |
| LQDT | Buy | LIQUIDITY SVCS INC | $41,447,000 | +44.9% | 2,549,009 | +19.8% | 1.35% | +38.5% |
| EEFT | Buy | EURONET WORLDWIDE INC | $37,399,000 | -21.6% | 493,649 | +4.0% | 1.22% | -25.1% |
| GENI | Buy | GENIUS SPORTS LIMITEDshares cl a | $33,971,000 | +166.2% | 9,256,521 | +63.2% | 1.11% | +154.4% |
| INDI | New | INDIE SEMICONDUCTOR INC | $33,071,000 | – | 4,517,864 | +100.0% | 1.08% | – |
| VCYT | Sell | VERACYTE INC | $31,897,000 | -17.7% | 1,921,506 | -1.3% | 1.04% | -21.3% |
| Sell | ENOVIX CORPORATION | $31,707,000 | +22.3% | 1,729,297 | -40.5% | 1.04% | +16.9% | |
| GLOB | Buy | GLOBANT S A | $29,294,000 | +174.7% | 156,588 | +155.5% | 0.96% | +162.6% |
| PRCH | Buy | PORCH GROUP INC | $29,232,000 | +14.2% | 12,991,796 | +29.9% | 0.95% | +9.2% |
| VCTR | Buy | VICTORY CAP HLDGS INC | $25,653,000 | +13.4% | 1,100,514 | +17.2% | 0.84% | +8.4% |
| LLNW | Buy | EDGIO INC | $25,537,000 | +57.4% | 9,185,946 | +30.8% | 0.83% | +50.5% |
| LOVE | Buy | LOVESAC COMPANY | $25,488,000 | +1.9% | 1,250,655 | +37.4% | 0.83% | -2.7% |
| SSYS | Sell | STRATASYS LTD | $25,318,000 | -42.0% | 1,756,972 | -24.6% | 0.83% | -44.6% |
| Sell | VITA COCO CO INC | $24,657,000 | -4.4% | 2,164,836 | -17.8% | 0.80% | -8.6% | |
| TCBI | Buy | TEXAS CAP BANCSHARES INC | $23,550,000 | +48.9% | 398,953 | +32.8% | 0.77% | +42.4% |
| CWST | Buy | CASELLA WASTE SYS INCcl a | $22,517,000 | +49.4% | 294,765 | +42.1% | 0.74% | +42.7% |
| JRVR | Buy | JAMES RIV GROUP LTD | $22,189,000 | +6.7% | 972,755 | +15.9% | 0.72% | +2.0% |
| FSLR | New | FIRST SOLAR INC | $21,090,000 | – | 159,446 | +100.0% | 0.69% | – |
| SI | Buy | SILVERGATE CAP CORPcl a | $20,614,000 | +46.4% | 273,574 | +4.0% | 0.67% | +39.9% |
| KLIC | Sell | KULICKE & SOFFA INDS INC | $20,525,000 | -31.0% | 532,711 | -23.3% | 0.67% | -34.1% |
| CHGG | Buy | CHEGG INC | $20,427,000 | +156.0% | 969,497 | +128.2% | 0.67% | +145.2% |
| ROLL | Buy | RBC BEARINGS INC | $20,299,000 | +47.0% | 97,681 | +30.8% | 0.66% | +40.5% |
| SPT | Buy | SPROUT SOCIAL INC | $20,277,000 | +15.0% | 334,168 | +10.1% | 0.66% | +10.0% |
| CSTL | Sell | CASTLE BIOSCIENCES INC | $19,879,000 | -0.1% | 762,217 | -15.9% | 0.65% | -4.6% |
| AMRC | Sell | AMERESCO INCcl a | $18,912,000 | +36.2% | 284,472 | -6.7% | 0.62% | +30.2% |
| BMBL | Sell | BUMBLE INC | $18,569,000 | -35.0% | 864,077 | -14.8% | 0.61% | -37.8% |
| PSTG | Buy | PURE STORAGE INCcl a | $18,287,000 | +13.3% | 668,130 | +6.4% | 0.60% | +8.3% |
| PRO | Buy | PROS HOLDINGS INC | $17,500,000 | +9.1% | 708,518 | +15.8% | 0.57% | +4.2% |
| KIDS | Sell | ORTHOPEDIATRICS CORP | $17,496,000 | +4.6% | 379,193 | -2.1% | 0.57% | 0.0% |
| SSTI | Sell | SHOTSPOTTER INC | $17,365,000 | +3.8% | 603,794 | -2.9% | 0.57% | -0.7% |
| Sell | LIFE TIME GROUP HOLDINGS INC | $16,930,000 | -57.5% | 1,736,395 | -43.8% | 0.55% | -59.3% | |
| BLFS | Sell | BIOLIFE SOLUTIONS INC | $16,832,000 | +60.9% | 739,873 | -2.3% | 0.55% | +54.1% |
| MASS | Buy | 908 DEVICES INC | $15,913,000 | -14.2% | 967,364 | +7.5% | 0.52% | -17.9% |
| VECO | Buy | VEECO INSTRS INC DEL | $15,931,000 | +23.7% | 869,588 | +31.0% | 0.52% | +18.2% |
| GDYN | Buy | GRID DYNAMICS HLDGS INCcl a | $15,933,000 | +106.4% | 850,684 | +85.4% | 0.52% | +97.0% |
| SIBN | Buy | SI-BONE INC | $15,652,000 | +74.3% | 896,475 | +31.8% | 0.51% | +66.4% |
| FIGS | Buy | FIGS INCcl a | $15,015,000 | -9.2% | 1,819,973 | +0.2% | 0.49% | -13.3% |
| NTRA | Sell | NATERA INC | $14,924,000 | +1.1% | 340,571 | -18.3% | 0.49% | -3.4% |
| ELY | Buy | TOPGOLF CALLAWAY BRANDS CORP | $14,321,000 | +13.6% | 743,569 | +20.4% | 0.47% | +8.8% |
| HLIT | Buy | HARMONIC INC | $14,075,000 | +214.3% | 1,076,911 | +108.5% | 0.46% | +200.7% |
| QTRX | Buy | QUANTERIX CORP | $14,028,000 | -19.3% | 1,272,939 | +18.5% | 0.46% | -22.9% |
| MTRN | Buy | MATERION CORP | $13,903,000 | +26.6% | 173,784 | +16.7% | 0.45% | +21.1% |
| CMCO | Buy | COLUMBUS MCKINNON CORP N Y | $13,547,000 | -3.5% | 517,867 | +4.6% | 0.44% | -7.9% |
| Sell | FIRST WATCH RESTAURANT GROUP | $13,327,000 | -3.5% | 920,356 | -3.9% | 0.44% | -7.6% | |
| TREE | Buy | LENDINGTREE INC NEW | $13,222,000 | -14.4% | 554,145 | +57.2% | 0.43% | -18.2% |
| LAD | Buy | LITHIA MTRS INC | $13,205,000 | -8.8% | 61,546 | +16.8% | 0.43% | -12.9% |
| DOMO | Sell | DOMO INC | $13,060,000 | -35.7% | 725,937 | -0.6% | 0.43% | -38.5% |
| Buy | DEFINITIVE HEALTHCARE CORP | $12,789,000 | -28.2% | 823,003 | +6.0% | 0.42% | -31.2% | |
| OSW | Sell | ONESPAWORLD HOLDINGS LIMITED | $12,692,000 | +4.4% | 1,510,907 | -10.9% | 0.41% | -0.2% |
| RGEN | Sell | REPLIGEN CORP | $12,597,000 | -37.2% | 67,322 | -45.5% | 0.41% | -40.0% |
| VCEL | Sell | VERICEL CORP | $12,571,000 | -12.7% | 541,870 | -5.3% | 0.41% | -16.7% |
| VICR | Sell | VICOR CORP | $12,523,000 | +2.1% | 211,748 | -5.5% | 0.41% | -2.4% |
| Sell | HAGERTY INC | $12,467,000 | -23.6% | 1,386,718 | -2.3% | 0.41% | -26.9% | |
| THRM | Buy | GENTHERM INC | $12,312,000 | -19.0% | 247,575 | +1.7% | 0.40% | -22.5% |
| VRNS | Buy | VARONIS SYS INC | $12,317,000 | -1.9% | 464,452 | +8.5% | 0.40% | -6.3% |
| PRFT | Buy | PERFICIENT INC | $12,192,000 | -8.4% | 187,507 | +29.1% | 0.40% | -12.5% |
| PHR | New | PHREESIA INC | $12,163,000 | – | 477,347 | +100.0% | 0.40% | – |
| SKIN | Buy | THE BEAUTY HEALTH COMPANY | $12,123,000 | +5.8% | 1,028,285 | +15.4% | 0.40% | +1.3% |
| SRI | Buy | STONERIDGE INC | $11,980,000 | +3.8% | 706,769 | +5.0% | 0.39% | -0.8% |
| CYRX | Buy | CRYOPORT INC | $11,691,000 | +15.2% | 479,908 | +46.5% | 0.38% | +10.1% |
| POWI | Sell | POWER INTEGRATIONS INC | $11,444,000 | -26.6% | 177,917 | -14.4% | 0.37% | -29.8% |
| LPSN | Sell | LIVEPERSON INC | $11,251,000 | -41.1% | 1,194,403 | -11.5% | 0.37% | -43.7% |
| EVER | Buy | EVERQUOTE INC | $11,172,000 | -18.4% | 1,638,103 | +5.8% | 0.36% | -22.0% |
| ALTG | Buy | ALTA EQUIPMENT GROUP INC | $10,965,000 | +30.8% | 995,880 | +6.6% | 0.36% | +25.2% |
| AMBA | Sell | AMBARELLA INC | $10,848,000 | -18.3% | 193,101 | -4.8% | 0.35% | -22.0% |
| CEVA | Buy | CEVA INC | $10,839,000 | -3.6% | 413,232 | +23.4% | 0.35% | -7.8% |
| XENE | Buy | XENON PHARMACEUTICALS INC | $10,825,000 | +25.0% | 299,855 | +5.3% | 0.35% | +19.3% |
| WNS | Buy | WNS HLDGS LTDspon adr | $10,114,000 | +20.5% | 123,582 | +9.9% | 0.33% | +15.0% |
| RDWR | Buy | RADWARE LTDord | $9,727,000 | +19.6% | 446,389 | +18.9% | 0.32% | +14.4% |
| BPMC | Buy | BLUEPRINT MEDICINES CORP | $9,500,000 | +81.5% | 144,177 | +39.1% | 0.31% | +73.2% |
| APLS | Sell | APELLIS PHARMACEUTICALS INC | $9,339,000 | +45.9% | 136,735 | -3.4% | 0.30% | +39.3% |
| OLK | Buy | OLINK HLDG ABsponsored ads | $9,086,000 | -15.9% | 748,396 | +5.3% | 0.30% | -19.5% |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $8,972,000 | – | 145,698 | +100.0% | 0.29% | – |
| IMGN | Sell | IMMUNOGEN INC | $8,972,000 | +6.0% | 1,876,960 | -0.3% | 0.29% | +1.4% |
| RCUS | Buy | ARCUS BIOSCIENCES INC | $8,982,000 | +41.6% | 343,335 | +37.1% | 0.29% | +35.0% |
| COUP | Sell | COUPA SOFTWARE INC | $8,960,000 | -53.1% | 152,380 | -54.4% | 0.29% | -55.1% |
| CSSE | Buy | CHICKEN SOUP FOR THE SOUL ENcl a | $8,861,000 | +5.4% | 1,287,965 | +13.6% | 0.29% | +0.7% |
| Buy | PORTILLOS INC | $8,664,000 | +81.7% | 439,995 | +50.8% | 0.28% | +73.6% | |
| RPD | Buy | RAPID7 INC | $8,634,000 | -14.8% | 201,261 | +32.7% | 0.28% | -18.5% |
| PRTA | Sell | PROTHENA CORP PLC | $8,555,000 | +97.8% | 141,108 | -11.4% | 0.28% | +88.5% |
| NTLA | Sell | INTELLIA THERAPEUTICS INC | $8,441,000 | -0.8% | 150,835 | -8.2% | 0.28% | -4.8% |
| OSIS | Sell | OSI SYSTEMS INC | $8,190,000 | -81.4% | 113,649 | -77.9% | 0.27% | -82.2% |
| PLRX | Sell | PLIANT THERAPEUTICS INC | $7,961,000 | +87.6% | 381,093 | -28.1% | 0.26% | +79.3% |
| AFMD | Sell | AFFIMED N V | $7,912,000 | -26.8% | 3,840,990 | -1.6% | 0.26% | -30.1% |
| CLNE | Buy | CLEAN ENERGY FUELS CORP | $7,816,000 | +404.6% | 1,463,728 | +323.3% | 0.26% | +381.1% |
| TTGT | Buy | TECHTARGET INC | $7,598,000 | -0.1% | 128,348 | +11.0% | 0.25% | -4.6% |
| FATE | Buy | FATE THERAPEUTICS INC | $7,315,000 | +12.2% | 326,419 | +24.0% | 0.24% | +7.2% |
| HDSN | Buy | HUDSON TECHNOLOGIES INC | $7,229,000 | +37.3% | 983,527 | +40.3% | 0.24% | +31.1% |
| QLYS | Buy | QUALYS INC | $7,136,000 | +26.9% | 51,195 | +14.8% | 0.23% | +21.4% |
| ATRC | Buy | ATRICURE INC | $7,101,000 | +63.5% | 181,602 | +70.9% | 0.23% | +56.8% |
| KNSA | Buy | KINIKSA PHARMACEUTICALS LTD | $7,092,000 | +74.3% | 552,350 | +31.5% | 0.23% | +66.9% |
| AXTI | Buy | AXT INC | $6,807,000 | +19.6% | 1,015,961 | +4.6% | 0.22% | +14.4% |
| CIEN | Buy | CIENA CORP | $6,754,000 | +7.6% | 167,051 | +21.6% | 0.22% | +3.3% |
| KNSL | Buy | KINSALE CAP GROUP INC | $6,734,000 | +14.0% | 26,363 | +2.5% | 0.22% | +8.9% |
| EPAM | Sell | EPAM SYS INC | $6,703,000 | -31.3% | 18,506 | -44.1% | 0.22% | -34.2% |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $6,613,000 | +113.9% | 244,917 | +9.5% | 0.22% | +103.8% |
| PTC | Buy | PTC INC | $6,599,000 | +13.1% | 63,087 | +15.0% | 0.22% | +8.0% |
| NTNX | Buy | NUTANIX INCcl a | $6,596,000 | +70.1% | 316,663 | +19.5% | 0.22% | +62.9% |
| HCAT | Buy | HEALTH CATALYST INC | $6,289,000 | -23.3% | 648,299 | +14.6% | 0.20% | -26.8% |
| DAR | Sell | DARLING INGREDIENTS INC | $6,092,000 | -21.2% | 92,094 | -28.8% | 0.20% | -24.6% |
| AMWL | Buy | AMERICAN WELL CORPcl a | $5,994,000 | -15.2% | 1,669,539 | +2.0% | 0.20% | -18.7% |
| ONTO | Buy | ONTO INNOVATION INC | $5,938,000 | +0.7% | 92,707 | +9.7% | 0.19% | -3.5% |
| SWAV | Sell | SHOCKWAVE MED INC | $5,465,000 | +29.8% | 19,653 | -10.8% | 0.18% | +23.6% |
| PAR | Buy | PAR TECHNOLOGY CORP | $5,315,000 | -12.4% | 180,000 | +11.3% | 0.17% | -15.9% |
| ICAD | Buy | ICAD INC | $5,308,000 | -45.5% | 2,527,839 | +3.8% | 0.17% | -48.0% |
| CRVL | Buy | CORVEL CORP | $5,255,000 | +25.6% | 37,959 | +33.6% | 0.17% | +20.3% |
| BEAM | Buy | BEAM THERAPEUTICS INC | $5,261,000 | +67.9% | 110,435 | +36.5% | 0.17% | +60.7% |
| MLAB | Sell | MESA LABS INC | $4,914,000 | -64.0% | 34,895 | -47.8% | 0.16% | -65.7% |
| GRBK | Buy | GREEN BRICK PARTNERS INC | $4,785,000 | +23.4% | 223,828 | +12.9% | 0.16% | +18.2% |
| AKYA | Buy | AKOYA BIOSCIENCES INC | $4,686,000 | +243.0% | 398,824 | +275.0% | 0.15% | +225.5% |
| INMD | Sell | INMODE LTD | $4,587,000 | +1.0% | 157,571 | -22.2% | 0.15% | -3.2% |
| BMRA | Buy | BIOMERICA INC | $4,400,000 | +38.0% | 1,119,687 | +1.5% | 0.14% | +32.1% |
| XNCR | Sell | XENCOR INC | $4,373,000 | -5.4% | 168,307 | -0.4% | 0.14% | -9.5% |
| LFUS | Buy | LITTELFUSE INC | $4,270,000 | -2.0% | 21,491 | +25.4% | 0.14% | -6.7% |
| HSKA | Sell | HESKA CORP | $4,204,000 | -30.1% | 57,654 | -9.4% | 0.14% | -33.2% |
| SLAB | Buy | SILICON LABORATORIES INC | $4,132,000 | -10.8% | 33,475 | +1.4% | 0.14% | -14.6% |
| GO | Buy | GROCERY OUTLET HLDG CORP | $4,090,000 | +22.6% | 122,858 | +57.1% | 0.13% | +17.5% |
| AIRG | Buy | AIRGAIN INC | $4,006,000 | +0.8% | 555,677 | +13.5% | 0.13% | -3.7% |
| CYBR | Buy | CYBERARK SOFTWARE LTD | $3,928,000 | +43.6% | 26,196 | +22.6% | 0.13% | +37.6% |
| IIPR | Sell | INNOVATIVE INDL PPTYS INC | $3,844,000 | -55.7% | 43,430 | -45.0% | 0.13% | -57.6% |
| KZR | Buy | KEZAR LIFE SCIENCES INC | $3,852,000 | +68.7% | 447,418 | +62.0% | 0.13% | +61.5% |
| HBIO | Sell | HARVARD BIOSCIENCE INC | $3,823,000 | -30.7% | 1,493,269 | -2.6% | 0.12% | -33.5% |
| BLUE | New | BLUEBIRD BIO INC | $3,729,000 | – | 589,083 | +100.0% | 0.12% | – |
| ZYME | Buy | ZYMEWORKS INC | $3,615,000 | +96.1% | 587,808 | +69.0% | 0.12% | +87.3% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $3,399,000 | +12.4% | 52,006 | +4.5% | 0.11% | +7.8% |
| PACB | Sell | PACIFIC BIOSCIENCES CALIF IN | $3,333,000 | +4.5% | 574,189 | -20.4% | 0.11% | 0.0% |
| STOK | Buy | STOKE THERAPEUTICS INC | $3,326,000 | +26.8% | 259,014 | +30.4% | 0.11% | +21.1% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $3,244,000 | +3.9% | 8,927 | +9.8% | 0.11% | -0.9% |
| APPN | Buy | APPIAN CORPcl a | $3,146,000 | -12.1% | 77,054 | +1.9% | 0.10% | -15.6% |
| TDUP | Buy | THREDUP INCcl a | $3,084,000 | -18.8% | 1,676,193 | +10.3% | 0.10% | -22.3% |
| MTCH | Buy | MATCH GROUP INC NEW | $3,062,000 | -27.0% | 64,130 | +6.5% | 0.10% | -30.1% |
| VZIO | Buy | VIZIO HLDG CORP | $2,962,000 | +290.3% | 338,912 | +204.7% | 0.10% | +273.1% |
| CUBI | Buy | CUSTOMERS BANCORP INC | $2,928,000 | -0.8% | 99,311 | +14.1% | 0.10% | -5.0% |
| Sell | CARIBOU BIOSCIENCES INC | $2,513,000 | +3.1% | 238,204 | -47.0% | 0.08% | -1.2% | |
| EVBG | New | EVERBRIDGE INC | $2,516,000 | – | 81,470 | +100.0% | 0.08% | – |
| SILK | Sell | SILK RD MED INC | $2,467,000 | -17.6% | 54,828 | -33.3% | 0.08% | -20.6% |
| AKTS | Sell | AKOUSTIS TECHNOLOGIES INC | $2,283,000 | -30.6% | 768,810 | -13.5% | 0.08% | -33.0% |
| Buy | ARTERIS INC | $2,166,000 | +25.3% | 325,166 | +31.1% | 0.07% | +20.3% | |
| CTSO | Buy | CYTOSORBENTS CORP | $2,055,000 | -32.2% | 1,511,029 | +9.2% | 0.07% | -35.6% |
| LXFR | Sell | LUXFER HLDGS PLC | $1,985,000 | -51.8% | 136,907 | -49.7% | 0.06% | -53.9% |
| EXPE | Sell | EXPEDIA GROUP INC | $1,876,000 | -12.1% | 20,021 | -11.1% | 0.06% | -16.4% |
| RUSHA | Buy | RUSH ENTERPRISES INCcl a | $1,705,000 | +11.7% | 38,865 | +22.7% | 0.06% | +7.7% |
| SITM | New | SITIME CORP | $1,370,000 | – | 17,405 | +100.0% | 0.04% | – |
| VERI | Buy | VERITONE INC | $1,331,000 | +40.0% | 236,416 | +62.3% | 0.04% | +34.4% |
| CTG | Sell | COMPUTER TASK GROUP INC | $1,214,000 | -52.1% | 181,163 | -38.8% | 0.04% | -54.0% |
| IWO | New | ISHARES TRrus 2000 grw etf | $1,196,000 | – | 5,788 | +100.0% | 0.04% | – |
| Buy | DERMTECH INC | $836,000 | +22.9% | 211,185 | +72.0% | 0.03% | +17.4% | |
| PLOW | Buy | DOUGLAS DYNAMICS INC | $734,000 | +11.6% | 26,205 | +14.4% | 0.02% | +9.1% |
| WDC | Sell | WESTERN DIGITAL CORP. | $750,000 | -75.1% | 23,042 | -65.8% | 0.02% | -76.7% |
| New | SNOW LAKE RES LTD | $686,000 | – | 389,822 | +100.0% | 0.02% | – | |
| New | MAXCYTE INC | $638,000 | – | 98,201 | +100.0% | 0.02% | – | |
| CFLT | New | CONFLUENT INC | $616,000 | – | 25,903 | +100.0% | 0.02% | – |
| LAWS | Sell | DISTRIBUTION SOLUTIONS GRP I | $506,000 | -75.9% | 17,951 | -56.0% | 0.02% | -76.4% |
| MPAA | Sell | MOTORCAR PTS AMER INC | $183,000 | -72.6% | 12,050 | -76.4% | 0.01% | -73.9% |
| LFMD | Sell | LIFEMD INC | $190,000 | -60.3% | 96,495 | -58.8% | 0.01% | -62.5% |
| ORGO | Sell | ORGANOGENESIS HLDGS INC | $81,000 | -98.3% | 24,973 | -97.5% | 0.00% | -98.2% |
| RSSS | New | RESEARCH SOLUTIONS INC | $43,000 | – | 21,040 | +100.0% | 0.00% | – |
| RNLX | Exit | RENALYTIX PLCads | $0 | – | -324,199 | -100.0% | -0.03% | – |
| SMLR | Exit | SEMLER SCIENTIFIC INC | $0 | – | -28,099 | -100.0% | -0.03% | – |
| CNMD | Exit | CONMED CORP | $0 | – | -8,751 | -100.0% | -0.03% | – |
| SMED | Exit | SHARPS COMPLIANCE CORP | $0 | – | -471,437 | -100.0% | -0.05% | – |
| CCXI | Exit | CHEMOCENTRYX INC | $0 | – | -168,245 | -100.0% | -0.14% | – |
| AERI | Exit | AERIE PHARMACEUTICALS INC | $0 | – | -707,398 | -100.0% | -0.18% | – |
| RVLV | Exit | REVOLVE GROUP INCcl a | $0 | – | -212,240 | -100.0% | -0.19% | – |
| SWIR | Exit | SIERRA WIRELESS INC | $0 | – | -484,711 | -100.0% | -0.39% | – |
| BFAM | Exit | BRIGHT HORIZONS FAM SOL IN D | $0 | – | -321,208 | -100.0% | -0.93% | – |
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 2022-11-14
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 | 40 | Q1 2023 | 4.7% |
| SPS COMM INC | 40 | Q1 2023 | 3.5% |
| OSI SYSTEMS INC | 40 | Q1 2023 | 2.4% |
| EURONET WORLDWIDE, INC | 40 | Q1 2023 | 1.7% |
| RBC BEARINGS INC | 40 | Q1 2023 | 1.5% |
| DOUGLAS DYNAMICS INC | 40 | Q1 2023 | 1.0% |
| PROS HOLDINGS INC | 40 | Q1 2023 | 0.7% |
| RUSH ENTERPRISES INC | 40 | Q1 2023 | 1.1% |
| RADWARE LTD | 40 | Q1 2023 | 1.3% |
| POWER INTEGRATIONS INC | 40 | Q1 2023 | 0.9% |
View Granahan Investment Management's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| AIRGAIN INC | February 14, 2023 | 690,274 | 6.8% |
| BIOMERICA INC | February 14, 2023 | 1,122,701 | 8.4% |
| Chicken Soup for the Soul Entertainment, Inc. | February 14, 2023 | 1,379,179 | 10.5% |
| EverQuote, Inc. | February 14, 2023 | 1,641,293 | 6.3% |
| Evolent Health, Inc. | February 14, 2023 | 3,155,211 | 3.1% |
| ICAD INC | February 14, 2023 | 2,849,124 | 11.2% |
| indie Semiconductor, Inc. | February 14, 2023 | 7,290,449 | 6.0% |
| Kornit Digital Ltd. | February 14, 2023 | 3,514,473 | 7.1% |
| LIQUIDITY SERVICES INC | February 14, 2023 | 2,128,347 | 6.0% |
| Lovesac Co | February 14, 2023 | 1,299,851 | 8.6% |
View Granahan Investment Management's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
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.