Granahan Investment Management
Latest statistics and disclosures from Granahan Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PRCH, GENI, ODD, MGNI, VCTR, and represent 21.14% of Granahan Investment Management's stock portfolio.
- Added to shares of these 10 stocks: CLBT (+$45M), FTAI (+$24M), KRUS (+$22M), NXT (+$21M), FIX (+$20M), Figure Technology Solutio (+$17M), APPS (+$16M), STEP (+$16M), AMRC (+$16M), MOD (+$12M).
- Started 19 new stock positions in Netskope, CYTK, XERS, CHEF, ARLO, LITE, MEG, Figure Technology Solutio, BBNX, BWXT. TGEN, MASS, SHLS, ALKT, NEXN, CELC, OPRX, DAVE, LGND.
- Reduced shares in these 10 stocks: MRX (-$34M), PRCH (-$34M), CRCL (-$25M), SMTC (-$25M), PAR (-$18M), INSM (-$15M), PCTY (-$15M), PSTG (-$15M), TOST (-$14M), ETOR (-$13M).
- Sold out of its positions in AGIO, ALAB, AVPT, CLS, CRCL, CMCO, CORZ, FSV, GSHD, HQY.
- Granahan Investment Management was a net seller of stock by $-152M.
- Granahan Investment Management has $2.4B in assets under management (AUM), dropping by -0.58%.
- Central Index Key (CIK): 0001026710
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Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 146 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Porch Group (PRCH) | 6.6 | $162M | -17% | 9.6M | 16.78 |
|
| Genius Sports Shares Cl A (GENI) | 4.0 | $99M | -4% | 8.0M | 12.38 |
|
| Oddity Tech Shs Cl A (ODD) | 3.8 | $94M | +11% | 1.5M | 62.30 |
|
| Magnite Ord (MGNI) | 3.5 | $84M | +6% | 3.9M | 21.78 |
|
| Victory Cap Hldgs Com Cl A (VCTR) | 3.2 | $78M | 1.2M | 64.76 |
|
|
| Comfort Systems USA (FIX) | 3.1 | $77M | +35% | 93k | 825.18 |
|
| Indie Semiconductor Class A Com (INDI) | 2.9 | $71M | -10% | 18M | 4.07 |
|
| Carpenter Technology Corporation (CRS) | 2.7 | $66M | +16% | 269k | 245.54 |
|
| Axon Enterprise (AXON) | 2.3 | $56M | -7% | 78k | 717.64 |
|
| Centrus Energy Corp Cl A (LEU) | 2.1 | $52M | -18% | 169k | 310.07 |
|
| Sportradar Group Class A Ord Shs (SRAD) | 2.1 | $51M | -17% | 1.9M | 26.90 |
|
| Cellebrite Di Ordinary Shares (CLBT) | 2.0 | $49M | +1108% | 2.6M | 18.53 |
|
| Life Time Group Holdings Common Stock (LTH) | 1.9 | $47M | 1.7M | 27.60 |
|
|
| Semtech Corporation (SMTC) | 1.9 | $46M | -35% | 642k | 71.45 |
|
| Toast Cl A (TOST) | 1.8 | $45M | -23% | 1.2M | 36.51 |
|
| Ftai Aviation SHS (FTAI) | 1.8 | $45M | +114% | 267k | 166.86 |
|
| Global E Online SHS (GLBE) | 1.8 | $44M | +30% | 1.2M | 35.76 |
|
| SPS Commerce (SPSC) | 1.7 | $41M | +6% | 397k | 104.14 |
|
| Kura Sushi Usa Cl A Com (KRUS) | 1.6 | $40M | +125% | 671k | 59.41 |
|
| Compass Cl A (COMP) | 1.6 | $39M | +7% | 4.8M | 8.03 |
|
| Digital Turbine Com New (APPS) | 1.5 | $37M | +77% | 5.7M | 6.40 |
|
| Marex Group Ord (MRX) | 1.5 | $36M | -49% | 1.1M | 33.62 |
|
| Phreesia (PHR) | 1.3 | $33M | +5% | 1.4M | 23.52 |
|
| Nextracker Class A Com (NXT) | 1.3 | $31M | +219% | 415k | 73.99 |
|
| Ameresco Cl A (AMRC) | 1.2 | $30M | +108% | 890k | 33.58 |
|
| Casella Waste Sys Cl A (CWST) | 1.2 | $30M | 314k | 94.88 |
|
|
| Archer Aviation Com Cl A (ACHR) | 1.2 | $28M | -9% | 2.9M | 9.58 |
|
| Modine Manufacturing (MOD) | 1.1 | $27M | +76% | 187k | 142.16 |
|
| Kornit Digital SHS (KRNT) | 1.1 | $26M | +6% | 2.0M | 13.50 |
|
| First Watch Restaurant Groupco (FWRG) | 1.1 | $26M | 1.7M | 15.64 |
|
|
| Stepstone Group Com Cl A (STEP) | 1.0 | $25M | +176% | 382k | 65.31 |
|
| Rambus (RMBS) | 1.0 | $25M | +83% | 238k | 104.20 |
|
| Zeta Global Holdings Corp Cl A (ZETA) | 1.0 | $25M | +65% | 1.2M | 19.87 |
|
| CoStar (CSGP) | 0.9 | $23M | -10% | 270k | 84.37 |
|
| Descartes Sys Grp (DSGX) | 0.8 | $20M | -39% | 216k | 94.23 |
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.8 | $20M | +59% | 208k | 94.81 |
|
| RBC Bearings Incorporated (RBC) | 0.7 | $18M | -26% | 46k | 390.29 |
|
| Enovix Corp (ENVX) | 0.7 | $17M | +17% | 1.7M | 9.97 |
|
| Gates Indl Corp Ord Shs (GTES) | 0.7 | $17M | -26% | 682k | 24.82 |
|
| Transcat (TRNS) | 0.7 | $17M | 229k | 73.20 |
|
|
| Figure Technology Solutio Com Cl A | 0.7 | $17M | NEW | 459k | 36.37 |
|
| Sunopta (STKL) | 0.7 | $16M | -25% | 2.7M | 5.86 |
|
| EXACT Sciences Corporation (EXAS) | 0.6 | $15M | -12% | 282k | 54.71 |
|
| Si-bone (SIBN) | 0.6 | $15M | -17% | 1.0M | 14.72 |
|
| Shift4 Pmts Cl A (FOUR) | 0.6 | $15M | -23% | 197k | 77.40 |
|
| Texas Capital Bancshares (TCBI) | 0.6 | $14M | -6% | 170k | 84.53 |
|
| Orthopediatrics Corp. (KIDS) | 0.6 | $14M | -21% | 760k | 18.53 |
|
| Elf Beauty (ELF) | 0.5 | $13M | +12% | 99k | 132.48 |
|
| Tower Semiconductor Shs New (TSEM) | 0.5 | $13M | +42% | 178k | 72.30 |
|
| Nutanix Cl A (NTNX) | 0.5 | $13M | -10% | 173k | 74.39 |
|
| Bel Fuse CL B (BELFB) | 0.5 | $12M | -19% | 87k | 141.02 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.5 | $12M | +93% | 84k | 145.61 |
|
| CECO Environmental (CECO) | 0.5 | $12M | -33% | 235k | 51.20 |
|
| Qxo Com New (QXO) | 0.5 | $12M | 621k | 19.06 |
|
|
| Materion Corporation (MTRN) | 0.5 | $11M | -22% | 94k | 120.81 |
|
| Hubspot (HUBS) | 0.5 | $11M | -35% | 24k | 467.80 |
|
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.5 | $11M | -8% | 284k | 38.83 |
|
| Alignment Healthcare (ALHC) | 0.4 | $10M | -22% | 581k | 17.45 |
|
| Biolife Solutions Com New (BLFS) | 0.4 | $10M | -39% | 392k | 25.51 |
|
| Agilysys (AGYS) | 0.4 | $9.9M | +288% | 94k | 105.25 |
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.4 | $9.9M | -33% | 402k | 24.63 |
|
| Okta Cl A (OKTA) | 0.4 | $9.7M | +45% | 105k | 91.70 |
|
| Onto Innovation (ONTO) | 0.4 | $9.6M | +119% | 74k | 129.22 |
|
| Varonis Sys (VRNS) | 0.4 | $9.4M | +12% | 164k | 57.47 |
|
| Repligen Corporation (RGEN) | 0.4 | $9.3M | -48% | 70k | 133.67 |
|
| Lenz Therapeutics (LENZ) | 0.4 | $8.9M | +4% | 191k | 46.58 |
|
| John Bean Technologies Corporation (JBTM) | 0.4 | $8.9M | -21% | 63k | 140.45 |
|
| Veeco Instruments (VECO) | 0.4 | $8.9M | -23% | 292k | 30.43 |
|
| Sharkninja Com Shs (SN) | 0.4 | $8.8M | -3% | 86k | 103.15 |
|
| Klaviyo Com Ser A (KVYO) | 0.4 | $8.6M | -35% | 311k | 27.69 |
|
| Bridgebio Pharma (BBIO) | 0.3 | $8.4M | +95% | 161k | 51.94 |
|
| CommVault Systems (CVLT) | 0.3 | $7.9M | +287% | 42k | 188.78 |
|
| Jfrog Ord Shs (FROG) | 0.3 | $7.8M | -30% | 165k | 47.33 |
|
| Soleno Therapeutics (SLNO) | 0.3 | $7.4M | +82% | 109k | 67.60 |
|
| ExlService Holdings (EXLS) | 0.3 | $7.3M | +92% | 166k | 44.03 |
|
| Vertex Cl A (VERX) | 0.3 | $7.2M | +431% | 289k | 24.79 |
|
| Alkami Technology (ALKT) | 0.3 | $6.7M | NEW | 270k | 24.84 |
|
| Kinsale Cap Group (KNSL) | 0.3 | $6.6M | +3% | 16k | 425.26 |
|
| Acv Auctions Com Cl A (ACVA) | 0.3 | $6.5M | -58% | 651k | 9.91 |
|
| Arteris (AIP) | 0.3 | $6.3M | +725% | 622k | 10.10 |
|
| Merus N V (MRUS) | 0.3 | $6.2M | -17% | 66k | 94.15 |
|
| Arcus Biosciences Incorporated (RCUS) | 0.3 | $6.2M | -7% | 456k | 13.60 |
|
| Syndax Pharmaceuticals (SNDX) | 0.2 | $6.1M | -60% | 396k | 15.38 |
|
| Boot Barn Hldgs (BOOT) | 0.2 | $6.1M | +43% | 37k | 165.72 |
|
| Stoke Therapeutics (STOK) | 0.2 | $6.0M | -52% | 254k | 23.50 |
|
| Intellia Therapeutics (NTLA) | 0.2 | $5.9M | -62% | 343k | 17.27 |
|
| Zymeworks Del (ZYME) | 0.2 | $5.9M | -9% | 345k | 17.08 |
|
| Npk International Com Shs (NPKI) | 0.2 | $5.7M | -23% | 500k | 11.31 |
|
| Revolution Medicines (RVMD) | 0.2 | $5.5M | -2% | 119k | 46.70 |
|
| Edgewise Therapeutics (EWTX) | 0.2 | $5.5M | -16% | 340k | 16.22 |
|
| Adtran Holdings (ADTN) | 0.2 | $5.5M | +190% | 583k | 9.38 |
|
| Lumentum Hldgs (LITE) | 0.2 | $5.4M | NEW | 33k | 162.71 |
|
| Apogee Therapeutics (APGE) | 0.2 | $5.3M | 132k | 39.73 |
|
|
| Certara Ord (CERT) | 0.2 | $5.2M | +5% | 426k | 12.22 |
|
| Powell Industries (POWL) | 0.2 | $5.1M | -62% | 17k | 304.81 |
|
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $5.0M | -42% | 16k | 319.66 |
|
| Rhythm Pharmaceuticals (RYTM) | 0.2 | $5.0M | +20% | 50k | 100.99 |
|
| Immunome (IMNM) | 0.2 | $5.0M | +8% | 426k | 11.71 |
|
| Viking Therapeutics (VKTX) | 0.2 | $5.0M | -37% | 190k | 26.28 |
|
| Eyepoint Pharmaceuticals Com New (EYPT) | 0.2 | $5.0M | +2% | 348k | 14.24 |
|
| Scholar Rock Hldg Corp (SRRK) | 0.2 | $4.8M | +77% | 130k | 37.24 |
|
| Mayville Engineering (MEC) | 0.2 | $4.8M | -29% | 349k | 13.76 |
|
| Green Brick Partners (GRBK) | 0.2 | $4.6M | -40% | 62k | 73.86 |
|
| Anaptysbio Inc Common (ANAB) | 0.2 | $4.5M | +12% | 148k | 30.62 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.2 | $4.4M | NEW | 25k | 177.14 |
|
| Owlet Cl A New (OWLT) | 0.2 | $4.3M | +135% | 510k | 8.47 |
|
| Immunovant (IMVT) | 0.2 | $4.3M | +24% | 266k | 16.12 |
|
| Willscot Hldgs Corp Com Cl A (WSC) | 0.2 | $4.2M | -60% | 200k | 21.11 |
|
| Callaway Golf Company (MODG) | 0.2 | $4.2M | -20% | 441k | 9.50 |
|
| Cogent Communications Hldgs Com New (CCOI) | 0.2 | $4.2M | -51% | 109k | 38.35 |
|
| Universal Technical Institute (UTI) | 0.2 | $4.0M | +107% | 124k | 32.55 |
|
| Confluent Class A Com (CFLT) | 0.2 | $3.8M | -40% | 192k | 19.80 |
|
| Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $3.7M | +16% | 1.1M | 3.27 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $3.6M | -69% | 25k | 145.67 |
|
| Xenon Pharmaceuticals (XENE) | 0.1 | $3.5M | -63% | 88k | 40.15 |
|
| Natera (NTRA) | 0.1 | $3.3M | +5% | 20k | 160.97 |
|
| Arlo Technologies (ARLO) | 0.1 | $3.3M | NEW | 193k | 16.95 |
|
| Cytokinetics Com New (CYTK) | 0.1 | $2.9M | NEW | 54k | 54.96 |
|
| Xeris Pharmaceuticals (XERS) | 0.1 | $2.9M | NEW | 350k | 8.14 |
|
| CorVel Corporation (CRVL) | 0.1 | $2.7M | -19% | 35k | 77.42 |
|
| InterDigital (IDCC) | 0.1 | $2.6M | -31% | 7.5k | 345.23 |
|
| Irhythm Technologies (IRTC) | 0.1 | $2.6M | +17% | 15k | 171.99 |
|
| Genedx Holdings Corp Com Cl A (WGS) | 0.1 | $2.6M | +105% | 24k | 107.74 |
|
| Lattice Semiconductor (LSCC) | 0.1 | $2.6M | -69% | 35k | 73.32 |
|
| Montrose Environmental Group (MEG) | 0.1 | $2.5M | NEW | 91k | 27.46 |
|
| Celcuity (CELC) | 0.1 | $2.4M | NEW | 49k | 49.40 |
|
| Lindblad Expeditions Hldgs I (LIND) | 0.1 | $2.4M | +17% | 188k | 12.80 |
|
| Dave Class A Com New (DAVE) | 0.1 | $2.4M | NEW | 12k | 199.35 |
|
| Nexxen Intl Shs New (NEXN) | 0.1 | $2.2M | NEW | 242k | 9.25 |
|
| Netskope Cl A | 0.1 | $2.2M | NEW | 97k | 22.73 |
|
| Bwx Technologies (BWXT) | 0.1 | $1.9M | NEW | 11k | 184.37 |
|
| Insmed Com Par $.01 (INSM) | 0.1 | $1.9M | -88% | 13k | 144.01 |
|
| Weave Communications (WEAV) | 0.1 | $1.8M | +11% | 264k | 6.68 |
|
| Sweetgreen Com Cl A (SG) | 0.1 | $1.7M | -82% | 214k | 7.98 |
|
| Beta Bionics (BBNX) | 0.1 | $1.7M | NEW | 86k | 19.87 |
|
| Optimizerx Corp Com New (OPRX) | 0.1 | $1.5M | NEW | 71k | 20.50 |
|
| Silicon Laboratories (SLAB) | 0.1 | $1.3M | -43% | 9.8k | 131.13 |
|
| Tecogen Com New (TGEN) | 0.0 | $990k | NEW | 112k | 8.81 |
|
| 908 Devices (MASS) | 0.0 | $564k | NEW | 64k | 8.76 |
|
| Iradimed (IRMD) | 0.0 | $471k | -11% | 6.6k | 71.16 |
|
| Ceva (CEVA) | 0.0 | $468k | -32% | 18k | 26.41 |
|
| Suro Capital Corp Com New (SSSS) | 0.0 | $311k | 35k | 9.00 |
|
|
| Chefs Whse (CHEF) | 0.0 | $299k | NEW | 5.1k | 58.33 |
|
| Brooks Automation (AZTA) | 0.0 | $280k | +20% | 9.7k | 28.72 |
|
| Harvard Bioscience (HBIO) | 0.0 | $265k | -59% | 604k | 0.44 |
|
| Shoals Technologies Group In Cl A (SHLS) | 0.0 | $104k | NEW | 14k | 7.41 |
|
Past Filings by Granahan Investment Management
SEC 13F filings are viewable for Granahan Investment Management going back to 2011
- Granahan Investment Management 2025 Q3 filed Nov. 14, 2025
- Granahan Investment Management 2025 Q2 filed Aug. 14, 2025
- Granahan Investment Management 2025 Q1 filed May 15, 2025
- Granahan Investment Management 2024 Q4 filed Feb. 14, 2025
- Granahan Investment Management 2024 Q3 filed Nov. 14, 2024
- Granahan Investment Management 2024 Q2 filed Aug. 14, 2024
- Granahan Investment Management 2024 Q1 filed May 15, 2024
- Granahan Investment Management 2023 Q3 filed Nov. 14, 2023
- Granahan Investment Management 2023 Q2 filed Aug. 14, 2023
- Granahan Investment Management 2023 Q1 filed May 15, 2023
- Granahan Investment Management 2022 Q4 filed Feb. 14, 2023
- Granahan Investment Management 2022 Q3 filed Nov. 14, 2022
- Granahan Investment Management 2022 Q2 filed Aug. 15, 2022
- Granahan Investment Management 2022 Q1 filed May 16, 2022
- Granahan Investment Management 2021 Q4 filed Feb. 14, 2022
- Granahan Investment Management 2021 Q3 filed Nov. 15, 2021