$3.27 Billion is the total value of Granahan Investment Management's 170 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AXON | Sell | AXON ENTERPRISE INC | $118,101,673 | +12.6% | 711,756 | -21.4% | 3.61% | +5.5% |
| MGNI | Buy | MAGNITE INC | $110,707,330 | +61.7% | 10,453,950 | +0.3% | 3.38% | +51.5% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $108,730,142 | -8.2% | 350,392 | -2.3% | 3.32% | -14.0% |
| SPSC | Sell | SPS COMM INC | $105,835,567 | -2.0% | 824,072 | -5.2% | 3.24% | -8.2% |
| CSGP | Sell | COSTAR GROUP INC | $105,631,095 | +0.3% | 1,366,862 | -9.6% | 3.23% | -6.1% |
| ETSY | Buy | ETSY INC | $96,775,293 | +25.6% | 807,942 | +5.0% | 2.96% | +17.6% |
| ENPH | Sell | ENPHASE ENERGY INC | $93,742,848 | -18.3% | 353,800 | -14.5% | 2.87% | -23.5% |
| Buy | TOAST INCcl a | $92,572,294 | +16.0% | 5,134,348 | +7.6% | 2.83% | +8.7% | |
| BRKS | Buy | AZENTA INC | $89,502,770 | +85.3% | 1,537,320 | +36.4% | 2.74% | +73.6% |
| EVH | Buy | EVOLENT HEALTH INCcl a | $89,208,503 | +0.4% | 3,176,941 | +28.4% | 2.73% | -6.0% |
| KRNT | Buy | KORNIT DIGITAL LTD | $81,106,611 | -7.6% | 3,530,980 | +7.1% | 2.48% | -13.4% |
| ARRY | Sell | ARRAY TECHNOLOGIES INC | $68,618,929 | +5.1% | 3,549,867 | -9.9% | 2.10% | -1.6% |
| HUBS | Buy | HUBSPOT INC | $61,610,712 | +48.0% | 213,090 | +38.3% | 1.88% | +38.6% |
| ZETA | Buy | ZETA GLOBAL HOLDINGS CORPcl a | $58,771,638 | +24.9% | 7,193,591 | +1.1% | 1.80% | +17.0% |
| APPS | Buy | DIGITAL TURBINE INC | $52,432,671 | +13.8% | 3,440,464 | +7.6% | 1.60% | +6.6% |
| EEFT | Buy | EURONET WORLDWIDE INC | $49,319,685 | +31.9% | 522,565 | +5.9% | 1.51% | +23.5% |
| WK | Sell | WORKIVA INC | $47,695,632 | +3.2% | 568,008 | -4.4% | 1.46% | -3.4% |
| WSC | Sell | WILLSCOT MOBIL MINI HLDNG CO | $43,056,044 | -1.9% | 953,200 | -12.4% | 1.32% | -8.1% |
| INDI | Buy | INDIE SEMICONDUCTOR INC | $42,503,318 | +28.5% | 7,290,449 | +61.4% | 1.30% | +20.4% |
| VCYT | Sell | VERACYTE INC | $41,842,302 | +31.2% | 1,763,266 | -8.2% | 1.28% | +22.9% |
| PCTY | Buy | PAYLOCITY HLDG CORP | $39,073,456 | -18.2% | 201,140 | +1.7% | 1.20% | -23.4% |
| HQY | Sell | HEALTHEQUITY INC | $37,923,270 | -18.4% | 615,238 | -11.1% | 1.16% | -23.6% |
| SPT | Buy | SPROUT SOCIAL INC | $35,795,471 | +76.5% | 633,997 | +89.7% | 1.10% | +65.4% |
| Buy | VITA COCO CO INC | $33,730,861 | +36.8% | 2,440,728 | +12.7% | 1.03% | +28.1% | |
| GENI | Buy | GENIUS SPORTS LIMITEDshares cl a | $33,397,960 | -1.7% | 9,355,171 | +1.1% | 1.02% | -7.9% |
| TCBI | Buy | TEXAS CAP BANCSHARES INC | $31,436,708 | +33.5% | 521,252 | +30.7% | 0.96% | +25.0% |
| RBA | New | RITCHIE BROS AUCTIONEERS | $30,686,564 | – | 530,634 | +100.0% | 0.94% | – |
| LQDT | Sell | LIQUIDITY SVCS INC | $30,310,689 | -26.9% | 2,155,810 | -15.4% | 0.93% | -31.5% |
| VCTR | Buy | VICTORY CAP HLDGS INC | $29,551,421 | +15.2% | 1,101,432 | +0.1% | 0.90% | +7.9% |
| LOVE | Buy | LOVESAC COMPANY | $28,923,341 | +13.5% | 1,314,100 | +5.1% | 0.88% | +6.2% |
| GLOB | Buy | GLOBANT S A | $26,636,544 | -9.1% | 158,400 | +1.2% | 0.81% | -14.9% |
| GTLS | Sell | CHART INDS INC | $26,311,042 | -42.2% | 228,335 | -7.5% | 0.80% | -45.8% |
| PRCH | Buy | PORCH GROUP INC | $25,152,481 | -14.0% | 13,378,979 | +3.0% | 0.77% | -19.4% |
| CSTL | Buy | CASTLE BIOSCIENCES INC | $24,583,481 | +23.7% | 1,044,328 | +37.0% | 0.75% | +15.9% |
| EVER | Buy | EVERQUOTE INC | $24,471,363 | +119.0% | 1,660,201 | +1.3% | 0.75% | +104.9% |
| Buy | ENOVIX CORPORATION | $23,745,696 | -25.1% | 1,908,818 | +10.4% | 0.73% | -29.9% | |
| HLIT | Buy | HARMONIC INC | $23,220,588 | +65.0% | 1,772,564 | +64.6% | 0.71% | +54.3% |
| PHR | Buy | PHREESIA INC | $23,116,107 | +90.1% | 714,342 | +49.6% | 0.71% | +78.1% |
| SSYS | Buy | STRATASYS LTD | $20,976,414 | -17.1% | 1,768,669 | +0.7% | 0.64% | -22.5% |
| MTRN | Buy | MATERION CORP | $20,970,196 | +50.8% | 239,632 | +37.9% | 0.64% | +41.2% |
| FSLR | Sell | FIRST SOLAR INC | $20,916,676 | -0.8% | 139,640 | -12.4% | 0.64% | -7.1% |
| CWST | Sell | CASELLA WASTE SYS INCcl a | $20,340,874 | -9.7% | 256,473 | -13.0% | 0.62% | -15.4% |
| KIDS | Buy | ORTHOPEDIATRICS CORP | $20,160,273 | +15.2% | 507,432 | +33.8% | 0.62% | +7.9% |
| VECO | Buy | VEECO INSTRS INC DEL | $19,512,846 | +22.5% | 1,050,207 | +20.8% | 0.60% | +14.8% |
| JRVR | Sell | JAMES RIV GROUP LTD | $19,499,014 | -12.1% | 932,521 | -4.1% | 0.60% | -17.7% |
| PRO | Buy | PROS HOLDINGS INC | $19,321,537 | +10.4% | 796,436 | +12.4% | 0.59% | +3.5% |
| SSTI | Sell | SHOTSPOTTER INC | $18,892,600 | +8.8% | 558,457 | -7.5% | 0.58% | +1.9% |
| LAD | Buy | LITHIA MTRS INC | $18,419,229 | +39.5% | 89,964 | +46.2% | 0.56% | +30.6% |
| RGEN | Buy | REPLIGEN CORP | $18,228,930 | +44.7% | 107,666 | +59.9% | 0.56% | +35.5% |
| BMBL | Buy | BUMBLE INC | $18,193,326 | -2.0% | 864,291 | +0.0% | 0.56% | -8.3% |
| OLK | Sell | OLINK HLDG ABsponsored ads | $18,090,915 | +99.1% | 712,802 | -4.8% | 0.55% | +86.2% |
| CMCO | Buy | COLUMBUS MCKINNON CORP N Y | $18,039,942 | +33.2% | 555,588 | +7.3% | 0.55% | +24.9% |
| POWI | Buy | POWER INTEGRATIONS INC | $17,922,183 | +56.6% | 249,891 | +40.5% | 0.55% | +46.5% |
| GDYN | Buy | GRID DYNAMICS HLDGS INCcl a | $17,889,134 | +12.3% | 1,594,397 | +87.4% | 0.55% | +5.2% |
| PSTG | Sell | PURE STORAGE INCcl a | $17,787,051 | -2.7% | 664,688 | -0.5% | 0.54% | -8.9% |
| QTRX | Sell | QUANTERIX CORP | $17,472,495 | +24.6% | 1,261,552 | -0.9% | 0.53% | +16.6% |
| AMRC | Buy | AMERESCO INCcl a | $16,986,465 | -10.2% | 297,278 | +4.5% | 0.52% | -15.9% |
| ELY | Buy | TOPGOLF CALLAWAY BRANDS CORP | $16,911,688 | +18.1% | 856,288 | +15.2% | 0.52% | +10.5% |
| AMBA | Buy | AMBARELLA INC | $16,825,327 | +55.1% | 204,613 | +6.0% | 0.51% | +45.2% |
| ROLL | Sell | RBC BEARINGS INC | $16,111,157 | -20.6% | 76,958 | -21.2% | 0.49% | -25.6% |
| CHGG | Sell | CHEGG INC | $16,118,116 | -21.1% | 637,836 | -34.2% | 0.49% | -26.1% |
| SIBN | Buy | SI-BONE INC | $15,809,782 | +1.0% | 1,162,484 | +29.7% | 0.48% | -5.5% |
| NTRA | Buy | NATERA INC | $15,484,209 | +3.8% | 385,467 | +13.2% | 0.47% | -2.9% |
| BLFS | Buy | BIOLIFE SOLUTIONS INC | $15,393,214 | -8.5% | 845,781 | +14.3% | 0.47% | -14.4% |
| PRFT | Buy | PERFICIENT INC | $14,678,196 | +20.4% | 210,199 | +12.1% | 0.45% | +12.8% |
| OSW | Buy | ONESPAWORLD HOLDINGS LIMITED | $14,116,784 | +11.2% | 1,513,053 | +0.1% | 0.43% | +4.3% |
| FIGS | Buy | FIGS INCcl a | $14,065,242 | -6.3% | 2,089,932 | +14.8% | 0.43% | -12.2% |
| VRNS | Buy | VARONIS SYS INC | $13,989,339 | +13.6% | 584,350 | +25.8% | 0.43% | +6.5% |
| GWRE | Buy | GUIDEWIRE SOFTWARE INC | $13,998,989 | +56.0% | 223,769 | +53.6% | 0.43% | +46.1% |
| Buy | HAGERTY INC | $13,400,561 | +7.5% | 1,593,408 | +14.9% | 0.41% | +0.7% | |
| ALTG | Buy | ALTA EQUIPMENT GROUP INC | $13,297,248 | +21.3% | 1,008,131 | +1.2% | 0.41% | +13.7% |
| XENE | Buy | XENON PHARMACEUTICALS INC | $12,785,178 | +18.1% | 324,250 | +8.1% | 0.39% | +10.8% |
| CEVA | Buy | CEVA INC | $12,630,381 | +16.5% | 493,760 | +19.5% | 0.39% | +9.0% |
| Buy | FIRST WATCH RESTAURANT GROUP | $12,568,924 | -5.7% | 928,967 | +0.9% | 0.38% | -11.7% | |
| LPSN | Buy | LIVEPERSON INC | $12,211,338 | +8.5% | 1,204,274 | +0.8% | 0.37% | +1.6% |
| WNS | Buy | WNS HLDGS LTDspon adr | $12,119,845 | +19.8% | 151,517 | +22.6% | 0.37% | +12.4% |
| PRTA | Buy | PROTHENA CORP PLC | $12,045,542 | +40.8% | 199,926 | +41.7% | 0.37% | +31.9% |
| THRM | Sell | GENTHERM INC | $11,924,696 | -3.1% | 182,642 | -26.2% | 0.36% | -9.2% |
| Buy | DEFINITIVE HEALTHCARE CORP | $11,793,314 | -7.8% | 1,073,095 | +30.4% | 0.36% | -13.6% | |
| LLNW | Buy | EDGIO INC | $11,605,335 | -54.6% | 10,270,208 | +11.8% | 0.36% | -57.4% |
| CIEN | Buy | CIENA CORP | $10,890,042 | +61.2% | 213,614 | +27.9% | 0.33% | +50.7% |
| IMGN | Buy | IMMUNOGEN INC | $10,842,352 | +20.8% | 2,185,958 | +16.5% | 0.33% | +13.3% |
| SKIN | Buy | THE BEAUTY HEALTH COMPANY | $10,598,943 | -12.6% | 1,164,719 | +13.3% | 0.32% | -18.2% |
| RDWR | Buy | RADWARE LTDord | $10,497,935 | +7.9% | 531,541 | +19.1% | 0.32% | +0.9% |
| DOMO | Buy | DOMO INC | $10,464,264 | -19.9% | 734,850 | +1.2% | 0.32% | -24.9% |
| SRI | Sell | STONERIDGE INC | $10,445,497 | -12.8% | 484,485 | -31.5% | 0.32% | -18.4% |
| RPD | Buy | RAPID7 INC | $10,354,114 | +19.9% | 304,712 | +51.4% | 0.32% | +12.4% |
| HDSN | Buy | HUDSON TECHNOLOGIES INC | $10,092,696 | +39.6% | 997,302 | +1.4% | 0.31% | +30.9% |
| CYRX | Buy | CRYOPORT INC | $10,103,651 | -13.6% | 582,343 | +21.3% | 0.31% | -19.1% |
| Sell | LIFE TIME GROUP HOLDINGS INC | $9,947,957 | -41.2% | 831,769 | -52.1% | 0.30% | -45.0% | |
| NTNX | Buy | NUTANIX INCcl a | $9,882,979 | +49.8% | 379,385 | +19.8% | 0.30% | +40.5% |
| BPMC | Buy | BLUEPRINT MEDICINES CORP | $9,849,101 | +3.7% | 224,814 | +55.9% | 0.30% | -2.9% |
| PLRX | Buy | PLIANT THERAPEUTICS INC | $9,765,207 | +22.7% | 505,184 | +32.6% | 0.30% | +15.0% |
| APLS | Buy | APELLIS PHARMACEUTICALS INC | $9,437,489 | +1.1% | 182,508 | +33.5% | 0.29% | -5.2% |
| PTC | Buy | PTC INC | $9,288,935 | +40.8% | 77,382 | +22.7% | 0.28% | +32.1% |
| VCEL | Sell | VERICEL CORP | $8,964,582 | -28.7% | 340,341 | -37.2% | 0.27% | -33.2% |
| TREE | Sell | LENDINGTREE INC NEW | $8,722,925 | -34.0% | 408,951 | -26.2% | 0.27% | -38.2% |
| HCAT | Buy | HEALTH CATALYST INC | $8,604,826 | +36.8% | 809,485 | +24.9% | 0.26% | +28.3% |
| SI | Buy | SILVERGATE CAP CORPcl a | $8,563,636 | -58.5% | 492,163 | +79.9% | 0.26% | -61.1% |
| CLNE | Buy | CLEAN ENERGY FUELS CORP | $8,532,321 | +9.2% | 1,640,831 | +12.1% | 0.26% | +2.4% |
| Buy | PORTILLOS INC | $8,545,087 | -1.4% | 523,596 | +19.0% | 0.26% | -7.8% | |
| RCUS | Buy | ARCUS BIOSCIENCES INC | $8,488,726 | -5.5% | 410,480 | +19.6% | 0.26% | -11.3% |
| MASS | Buy | 908 DEVICES INC | $8,419,368 | -47.1% | 1,104,904 | +14.2% | 0.26% | -50.6% |
| VICR | Sell | VICOR CORP | $8,258,365 | -34.1% | 153,644 | -27.4% | 0.25% | -38.1% |
| PAR | Buy | PAR TECHNOLOGY CORP | $7,966,679 | +49.9% | 305,588 | +69.8% | 0.24% | +40.2% |
| OSIS | Sell | OSI SYSTEMS INC | $7,747,316 | -5.4% | 97,426 | -14.3% | 0.24% | -11.2% |
| NTLA | Buy | INTELLIA THERAPEUTICS INC | $7,592,866 | -10.0% | 217,623 | +44.3% | 0.23% | -15.9% |
| KNSA | Sell | KINIKSA PHARMACEUTICALS LTD | $7,552,811 | +6.5% | 504,193 | -8.7% | 0.23% | -0.4% |
| ONTO | Buy | ONTO INNOVATION INC | $7,495,892 | +26.2% | 110,088 | +18.7% | 0.23% | +18.0% |
| CSSE | Buy | CHICKEN SOUP FOR THE SOUL ENcl a | $7,061,396 | -20.3% | 1,379,179 | +7.1% | 0.22% | -25.3% |
| QLYS | Buy | QUALYS INC | $6,962,637 | -2.4% | 62,039 | +21.2% | 0.21% | -8.6% |
| EPAM | Buy | EPAM SYS INC | $6,861,892 | +2.4% | 20,937 | +13.1% | 0.21% | -4.1% |
| TTGT | Buy | TECHTARGET INC | $6,823,704 | -10.2% | 154,873 | +20.7% | 0.21% | -15.7% |
| RVNC | Buy | REVANCE THERAPEUTICS INC | $6,425,261 | -2.8% | 348,064 | +42.1% | 0.20% | -9.3% |
| BEAM | Buy | BEAM THERAPEUTICS INC | $6,405,827 | +21.8% | 163,790 | +48.3% | 0.20% | +14.0% |
| AXTI | Buy | AXT INC | $6,278,485 | -7.8% | 1,433,444 | +41.1% | 0.19% | -13.5% |
| CRVL | Buy | CORVEL CORP | $6,172,165 | +17.5% | 42,470 | +11.9% | 0.19% | +9.9% |
| KNSL | Sell | KINSALE CAP GROUP INC | $6,183,640 | -8.2% | 23,645 | -10.3% | 0.19% | -14.1% |
| FATE | Buy | FATE THERAPEUTICS INC | $6,075,724 | -16.9% | 602,153 | +84.5% | 0.19% | -22.2% |
| New | ZYMEWORKS DEL INC | $5,804,201 | – | 738,448 | +100.0% | 0.18% | – | |
| SLAB | Buy | SILICON LABORATORIES INC | $5,612,668 | +35.8% | 41,370 | +23.6% | 0.17% | +27.4% |
| MLAB | Sell | MESA LABS INC | $5,633,522 | +14.6% | 33,894 | -2.9% | 0.17% | +7.5% |
| GO | Buy | GROCERY OUTLET HLDG CORP | $5,555,353 | +35.8% | 190,317 | +54.9% | 0.17% | +26.9% |
| PACB | Buy | PACIFIC BIOSCIENCES CALIF IN | $5,539,152 | +66.2% | 677,158 | +17.9% | 0.17% | +55.0% |
| AMWL | Buy | AMERICAN WELL CORPcl a | $5,361,390 | -10.6% | 1,894,484 | +13.5% | 0.16% | -16.3% |
| ICAD | Buy | ICAD INC | $5,213,897 | -1.8% | 2,849,124 | +12.7% | 0.16% | -8.1% |
| AKYA | Buy | AKOYA BIOSCIENCES INC | $5,161,484 | +10.1% | 539,340 | +35.2% | 0.16% | +3.3% |
| SWAV | Buy | SHOCKWAVE MED INC | $5,138,811 | -6.0% | 24,993 | +27.2% | 0.16% | -11.8% |
| STOK | Buy | STOKE THERAPEUTICS INC | $5,078,521 | +52.7% | 550,219 | +112.4% | 0.16% | +42.2% |
| HSKA | Buy | HESKA CORP | $5,004,439 | +19.0% | 80,509 | +39.6% | 0.15% | +11.7% |
| XNCR | Buy | XENCOR INC | $5,002,805 | +14.4% | 192,120 | +14.1% | 0.15% | +7.0% |
| BLUE | Buy | BLUEBIRD BIO INC | $4,909,941 | +31.7% | 709,529 | +20.4% | 0.15% | +23.0% |
| KZR | Buy | KEZAR LIFE SCIENCES INC | $4,860,282 | +26.2% | 690,381 | +54.3% | 0.15% | +18.3% |
| AFMD | Sell | AFFIMED N V | $4,761,040 | -39.8% | 3,839,548 | -0.0% | 0.15% | -43.4% |
| AIRG | Buy | AIRGAIN INC | $4,493,684 | +12.2% | 690,274 | +24.2% | 0.14% | +4.6% |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $4,374,539 | – | 15,443 | +100.0% | 0.13% | – |
| INMD | Sell | INMODE LTD | $4,320,914 | -5.8% | 121,034 | -23.2% | 0.13% | -12.0% |
| CYBR | Buy | CYBERARK SOFTWARE LTD | $4,285,321 | +9.1% | 33,053 | +26.2% | 0.13% | +2.3% |
| INSM | New | INSMED INC | $4,194,941 | – | 209,957 | +100.0% | 0.13% | – |
| MRTX | New | MIRATI THERAPEUTICS INC | $4,163,989 | – | 91,900 | +100.0% | 0.13% | – |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $4,071,819 | +25.5% | 11,515 | +29.0% | 0.12% | +17.9% |
| HBIO | Sell | HARVARD BIOSCIENCE INC | $4,051,006 | +6.0% | 1,462,457 | -2.1% | 0.12% | -0.8% |
| BMRA | Buy | BIOMERICA INC | $3,761,048 | -14.5% | 1,122,701 | +0.3% | 0.12% | -20.1% |
| Buy | MAXCYTE INC | $3,692,543 | +478.8% | 676,290 | +588.7% | 0.11% | +438.1% | |
| FLEX | New | FLEX LTDord | $3,504,439 | – | 163,301 | +100.0% | 0.11% | – |
| LFUS | Sell | LITTELFUSE INC | $3,371,702 | -21.0% | 15,312 | -28.8% | 0.10% | -25.9% |
| APPN | Buy | APPIAN CORPcl a | $3,335,739 | +6.0% | 102,449 | +33.0% | 0.10% | -1.0% |
| DAR | Sell | DARLING INGREDIENTS INC | $3,046,193 | -50.0% | 48,669 | -47.2% | 0.09% | -53.3% |
| SITM | Buy | SITIME CORP | $2,882,959 | +110.4% | 28,370 | +63.0% | 0.09% | +95.6% |
| VZIO | Buy | VIZIO HLDG CORP | $2,852,546 | -3.7% | 384,959 | +13.6% | 0.09% | -10.3% |
| TDUP | Buy | THREDUP INCcl a | $2,777,247 | -9.9% | 2,120,036 | +26.5% | 0.08% | -15.8% |
| GRBK | Sell | GREEN BRICK PARTNERS INC | $2,696,217 | -43.7% | 111,276 | -50.3% | 0.08% | -47.4% |
| MTCH | Buy | MATCH GROUP INC NEW | $2,671,043 | -12.8% | 64,378 | +0.4% | 0.08% | -18.0% |
| AKTS | Buy | AKOUSTIS TECHNOLOGIES INC | $2,648,406 | +16.0% | 939,151 | +22.2% | 0.08% | +8.0% |
| RUSHA | Buy | RUSH ENTERPRISES INCcl a | $2,574,215 | +51.0% | 49,239 | +26.7% | 0.08% | +41.1% |
| CTSO | Buy | CYTOSORBENTS CORP | $2,470,252 | +20.2% | 1,593,711 | +5.5% | 0.08% | +13.4% |
| CFLT | Buy | CONFLUENT INC | $2,383,594 | +286.9% | 107,176 | +313.8% | 0.07% | +265.0% |
| EXPE | Buy | EXPEDIA GROUP INC | $2,369,580 | +26.3% | 27,050 | +35.1% | 0.07% | +18.0% |
| SILK | Sell | SILK RD MED INC | $2,176,574 | -11.8% | 41,184 | -24.9% | 0.07% | -17.3% |
| Buy | ARTERIS INC | $1,814,750 | -16.2% | 422,035 | +29.8% | 0.06% | -22.5% | |
| LXFR | Sell | LUXFER HLDGS PLC | $1,662,850 | -16.2% | 121,199 | -11.5% | 0.05% | -21.5% |
| VERI | Buy | VERITONE INC | $1,576,342 | +18.4% | 297,423 | +25.8% | 0.05% | +11.6% |
| Sell | CARIBOU BIOSCIENCES INC | $1,446,541 | -42.4% | 230,341 | -3.3% | 0.04% | -46.3% | |
| OKTA | New | OKTA INCcl a | $857,883 | – | 12,555 | +100.0% | 0.03% | – |
| PLOW | Sell | DOUGLAS DYNAMICS INC | $707,109 | -3.7% | 19,555 | -25.4% | 0.02% | -8.3% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $603,230 | -49.6% | 2,812 | -51.4% | 0.02% | -53.8% |
| CTG | Sell | COMPUTER TASK GROUP INC | $578,899 | -52.3% | 76,574 | -57.7% | 0.02% | -55.0% |
| ERII | New | ENERGY RECOVERY INC | $464,898 | – | 22,689 | +100.0% | 0.01% | – |
| LFMD | Buy | LIFEMD INC | $414,520 | +118.2% | 213,670 | +121.4% | 0.01% | +116.7% |
| RSSS | Buy | RESEARCH SOLUTIONS INC | $41,067 | -4.5% | 21,389 | +1.7% | 0.00% | 0.0% |
| ORGO | Exit | ORGANOGENESIS HLDGS INC | $0 | – | -24,973 | -100.0% | -0.00% | – |
| MPAA | Exit | MOTORCAR PTS AMER INC | $0 | – | -12,050 | -100.0% | -0.01% | – |
| LAWS | Exit | DISTRIBUTION SOLUTIONS GRP I | $0 | – | -17,951 | -100.0% | -0.02% | – |
| Exit | SNOW LAKE RES LTD | $0 | – | -389,822 | -100.0% | -0.02% | – | |
| WDC | Exit | WESTERN DIGITAL CORP. | $0 | – | -23,042 | -100.0% | -0.02% | – |
| Exit | DERMTECH INC | $0 | – | -211,185 | -100.0% | -0.03% | – | |
| EVBG | Exit | EVERBRIDGE INC | $0 | – | -81,470 | -100.0% | -0.08% | – |
| CUBI | Exit | CUSTOMERS BANCORP INC | $0 | – | -99,311 | -100.0% | -0.10% | – |
| CRSP | Exit | CRISPR THERAPEUTICS AGnamen akt | $0 | – | -52,006 | -100.0% | -0.11% | – |
| ZYME | Exit | ZYMEWORKS INC | $0 | – | -587,808 | -100.0% | -0.12% | – |
| IIPR | Exit | INNOVATIVE INDL PPTYS INC | $0 | – | -43,430 | -100.0% | -0.13% | – |
| ATRC | Exit | ATRICURE INC | $0 | – | -181,602 | -100.0% | -0.23% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -152,380 | -100.0% | -0.29% | – |
| KLIC | Exit | KULICKE & SOFFA INDS INC | $0 | – | -532,711 | -100.0% | -0.67% | – |
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 2023-02-14
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.