Granahan Investment Management
Latest statistics and disclosures from Granahan Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PRCH, GENI, CRS, FTAI, VCTR, and represent 17.67% of Granahan Investment Management's stock portfolio.
- Added to shares of these 10 stocks: ZETA (+$28M), ONTO (+$19M), WLTH (+$19M), MOD (+$19M), STRL (+$18M), PRCH (+$18M), PHR (+$17M), TTMI (+$17M), FTAI (+$16M), UMAC (+$15M).
- Started 27 new stock positions in CORZ, ALGM, LPTH, GRAL, CHYM, CAVA, TALK, ELVA, STRL, HQY.
- Reduced shares in these 10 stocks: FIX (-$62M), SPSC (-$33M), EXACT Sciences Corporation (-$23M), LEU (-$23M), COMP (-$18M), SMTC (-$17M), DSGX (-$16M), FOUR (-$15M), TSEM (-$14M), MGNI (-$12M).
- Sold out of its positions in ACVA, CALY, CIEN, Confluent, GRBK, HBIO, INSM, NTLA, IDCC, NTRA. POWL, FOUR, SG, NCLH, NEXN, MRUS.
- Granahan Investment Management was a net seller of stock by $-2.7M.
- Granahan Investment Management has $2.3B in assets under management (AUM), dropping by -4.39%.
- Central Index Key (CIK): 0001026710
Tip: Access up to 7 years of quarterly data
Positions held by Granahan Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 157 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Porch Group (PRCH) | 4.5 | $106M | +20% | 12M | 9.13 |
|
| Genius Sports Shares Cl A (GENI) | 3.7 | $87M | 7.9M | 11.02 |
|
|
| Carpenter Technology Corporation (CRS) | 3.6 | $84M | 267k | 314.84 |
|
|
| Ftai Aviation SHS (FTAI) | 2.9 | $68M | +29% | 347k | 196.85 |
|
| Victory Cap Hldgs Com Cl A (VCTR) | 2.9 | $68M | -10% | 1.1M | 63.09 |
|
| Oddity Tech Shs Cl A (ODD) | 2.6 | $61M | 1.5M | 40.18 |
|
|
| Indie Semiconductor Class A Com (INDI) | 2.6 | $61M | 17M | 3.53 |
|
|
| Cellebrite Di Ordinary Shares (CLBT) | 2.4 | $55M | +16% | 3.1M | 18.03 |
|
| Zeta Global Holdings Corp Cl A (ZETA) | 2.3 | $53M | +110% | 2.6M | 20.35 |
|
| Marex Group Ord (MRX) | 2.3 | $53M | +30% | 1.4M | 38.36 |
|
| Magnite Ord (MGNI) | 2.2 | $51M | -19% | 3.1M | 16.23 |
|
| Global E Online SHS (GLBE) | 2.0 | $47M | -2% | 1.2M | 39.31 |
|
| Life Time Group Holdings Common Stock (LTH) | 1.9 | $44M | 1.7M | 26.58 |
|
|
| Modine Manufacturing (MOD) | 1.9 | $44M | +74% | 327k | 133.51 |
|
| Axon Enterprise (AXON) | 1.8 | $43M | -2% | 76k | 567.93 |
|
| Kura Sushi Usa Cl A Com (KRUS) | 1.8 | $41M | +17% | 787k | 52.33 |
|
| Phreesia (PHR) | 1.7 | $41M | +73% | 2.4M | 16.92 |
|
| Sportradar Group Class A Ord Shs (SRAD) | 1.7 | $40M | -11% | 1.7M | 23.77 |
|
| Kornit Digital SHS (KRNT) | 1.6 | $37M | +31% | 2.6M | 14.38 |
|
| Toast Cl A (TOST) | 1.6 | $37M | -16% | 1.0M | 35.51 |
|
| Nextpower Class A Com (NXT) | 1.4 | $34M | -7% | 385k | 87.11 |
|
| Compass Cl A (COMP) | 1.4 | $33M | -34% | 3.1M | 10.57 |
|
| Digital Turbine Com New (APPS) | 1.4 | $32M | +11% | 6.3M | 5.00 |
|
| Onto Innovation (ONTO) | 1.3 | $31M | +165% | 197k | 157.86 |
|
| Semtech Corporation (SMTC) | 1.3 | $31M | -34% | 418k | 73.69 |
|
| Figure Technology Solutio Com Cl A (FIGR) | 1.2 | $27M | +45% | 666k | 40.84 |
|
| Casella Waste Sys Cl A (CWST) | 1.1 | $25M | -18% | 258k | 97.94 |
|
| Ameresco Cl A (AMRC) | 1.1 | $25M | -4% | 848k | 29.29 |
|
| Rambus (RMBS) | 1.0 | $24M | +11% | 266k | 91.89 |
|
| Comfort Systems USA (FIX) | 1.0 | $24M | -71% | 26k | 933.29 |
|
| First Watch Restaurant Groupco (FWRG) | 0.9 | $22M | -12% | 1.5M | 15.08 |
|
| RBC Bearings Incorporated (RBC) | 0.9 | $22M | +6% | 49k | 448.43 |
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.9 | $21M | +10% | 229k | 92.70 |
|
| Klaviyo Com Ser A (KVYO) | 0.8 | $20M | +94% | 605k | 32.47 |
|
| Wealthfront Corp (WLTH) | 0.8 | $19M | NEW | 1.4M | 13.59 |
|
| Stepstone Group Com Cl A (STEP) | 0.8 | $19M | -24% | 289k | 64.17 |
|
| Centrus Energy Corp Cl A (LEU) | 0.8 | $18M | -55% | 75k | 242.76 |
|
| Sterling Construction Company (STRL) | 0.8 | $18M | NEW | 59k | 306.23 |
|
| Gates Indl Corp Ord Shs (GTES) | 0.8 | $18M | +22% | 835k | 21.47 |
|
| Si-bone (SIBN) | 0.7 | $17M | -15% | 880k | 19.72 |
|
| Materion Corporation (MTRN) | 0.7 | $17M | +46% | 138k | 124.32 |
|
| TTM Technologies (TTMI) | 0.7 | $17M | NEW | 247k | 69.00 |
|
| Texas Capital Bancshares (TCBI) | 0.7 | $16M | +5% | 178k | 90.54 |
|
| Qxo Com New (QXO) | 0.7 | $15M | +28% | 800k | 19.29 |
|
| Hubspot (HUBS) | 0.7 | $15M | +57% | 38k | 401.30 |
|
| Alignment Healthcare (ALHC) | 0.6 | $15M | +29% | 750k | 19.75 |
|
| Unusual Machs Com Shs (UMAC) | 0.6 | $15M | NEW | 1.2M | 12.74 |
|
| Enovix Corp (ENVX) | 0.6 | $14M | +12% | 2.0M | 7.31 |
|
| Cava Group Ord (CAVA) | 0.6 | $14M | NEW | 231k | 58.69 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.6 | $13M | +9% | 92k | 143.89 |
|
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 0.6 | $13M | +11% | 316k | 41.25 |
|
| Archer Aviation Com Cl A (ACHR) | 0.6 | $13M | -41% | 1.7M | 7.52 |
|
| Sharkninja Com Shs (SN) | 0.5 | $13M | +31% | 113k | 111.90 |
|
| Beta Technologies Com Shs Cl A (BETA) | 0.5 | $12M | NEW | 438k | 28.21 |
|
| Repligen Corporation (RGEN) | 0.5 | $12M | +3% | 72k | 163.86 |
|
| Orthopediatrics Corp. (KIDS) | 0.5 | $12M | -12% | 664k | 17.76 |
|
| Biolife Solutions Com New (BLFS) | 0.5 | $12M | +23% | 482k | 24.18 |
|
| Universal Technical Institute (UTI) | 0.5 | $12M | +253% | 439k | 26.13 |
|
| Owlet Cl A New (OWLT) | 0.5 | $11M | +34% | 687k | 16.19 |
|
| Transcat (TRNS) | 0.5 | $11M | -16% | 192k | 56.73 |
|
| Lumentum Hldgs (LITE) | 0.4 | $11M | -13% | 29k | 368.59 |
|
| Sunopta (STKL) | 0.4 | $10M | -2% | 2.7M | 3.80 |
|
| Xeris Pharmaceuticals (XERS) | 0.4 | $9.6M | +249% | 1.2M | 7.85 |
|
| Jfrog Ord Shs (FROG) | 0.4 | $9.4M | -8% | 151k | 62.46 |
|
| John Bean Technologies Corporation (JBTM) | 0.4 | $9.3M | -2% | 62k | 150.67 |
|
| Immunome (IMNM) | 0.4 | $9.3M | +2% | 435k | 21.48 |
|
| Celcuity (CELC) | 0.4 | $8.7M | +76% | 87k | 99.74 |
|
| Healthequity (HQY) | 0.4 | $8.3M | NEW | 91k | 91.61 |
|
| Viking Therapeutics (VKTX) | 0.4 | $8.3M | +24% | 236k | 35.18 |
|
| Revolution Medicines (RVMD) | 0.3 | $7.9M | -16% | 99k | 79.65 |
|
| Nutanix Cl A (NTNX) | 0.3 | $7.9M | -12% | 152k | 51.69 |
|
| Bridgebio Pharma (BBIO) | 0.3 | $7.8M | -36% | 102k | 76.49 |
|
| Syndax Pharmaceuticals (SNDX) | 0.3 | $7.7M | -7% | 367k | 21.01 |
|
| Kinsale Cap Group (KNSL) | 0.3 | $7.7M | +26% | 20k | 391.12 |
|
| Apogee Therapeutics (APGE) | 0.3 | $7.1M | -28% | 95k | 75.48 |
|
| Lightpath Technologies Com Cl A (LPTH) | 0.3 | $7.1M | NEW | 656k | 10.80 |
|
| Boot Barn Hldgs (BOOT) | 0.3 | $7.0M | +7% | 40k | 176.47 |
|
| Npk International Com Shs (NPKI) | 0.3 | $6.9M | +16% | 580k | 11.92 |
|
| Vital Farms (VITL) | 0.3 | $6.9M | NEW | 217k | 31.94 |
|
| Lenz Therapeutics (LENZ) | 0.3 | $6.9M | +125% | 431k | 16.00 |
|
| Brooks Automation (AZTA) | 0.3 | $6.8M | +1999% | 205k | 33.26 |
|
| Scholar Rock Hldg Corp (SRRK) | 0.3 | $6.8M | +18% | 154k | 44.05 |
|
| Eyepoint Com New (EYPT) | 0.3 | $6.7M | +5% | 367k | 18.27 |
|
| Tower Semiconductor Shs New (TSEM) | 0.3 | $6.7M | -68% | 57k | 117.42 |
|
| CECO Environmental (CECO) | 0.3 | $6.5M | -53% | 109k | 59.85 |
|
| Mp Materials Corp Com Cl A (MP) | 0.3 | $6.5M | NEW | 128k | 50.52 |
|
| Veeco Instruments (VECO) | 0.3 | $6.4M | -23% | 223k | 28.58 |
|
| Soleno Therapeutics (SLNO) | 0.3 | $6.4M | +25% | 138k | 46.30 |
|
| CoStar (CSGP) | 0.3 | $6.2M | -65% | 92k | 67.24 |
|
| Alkami Technology (ALKT) | 0.3 | $6.1M | 265k | 23.07 |
|
|
| Anaptysbio Inc Common (ANAB) | 0.3 | $6.1M | -14% | 126k | 48.48 |
|
| Stoke Therapeutics (STOK) | 0.3 | $6.1M | -24% | 191k | 31.74 |
|
| Zymeworks Del (ZYME) | 0.3 | $5.9M | -35% | 224k | 26.33 |
|
| Immunovant (IMVT) | 0.3 | $5.9M | -13% | 230k | 25.42 |
|
| EXACT Sciences Corporation | 0.2 | $5.8M | -79% | 57k | 101.56 |
|
| Edgewise Therapeutics (EWTX) | 0.2 | $5.8M | -31% | 232k | 24.82 |
|
| Rhythm Pharmaceuticals (RYTM) | 0.2 | $5.7M | +7% | 54k | 107.04 |
|
| Willscot Hldgs Corp Com Cl A (WSC) | 0.2 | $5.6M | +48% | 298k | 18.83 |
|
| CommVault Systems (CVLT) | 0.2 | $5.6M | +6% | 45k | 125.36 |
|
| Elf Beauty (ELF) | 0.2 | $5.6M | -25% | 73k | 76.04 |
|
| Fabrinet SHS (FN) | 0.2 | $5.4M | NEW | 12k | 455.28 |
|
| Cytokinetics Com New (CYTK) | 0.2 | $5.2M | +53% | 82k | 63.54 |
|
| Core Scientific (CORZ) | 0.2 | $5.1M | NEW | 351k | 14.56 |
|
| Bel Fuse CL B (BELFB) | 0.2 | $5.1M | -65% | 30k | 169.63 |
|
| Agilysys (AGYS) | 0.2 | $5.0M | -55% | 42k | 118.84 |
|
| Mayville Engineering (MEC) | 0.2 | $5.0M | -23% | 268k | 18.72 |
|
| Lindblad Expeditions Hldgs I (LIND) | 0.2 | $5.0M | +84% | 346k | 14.42 |
|
| Montrose Environmental Group (MEG) | 0.2 | $4.9M | +119% | 199k | 24.83 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.2 | $4.9M | +4% | 26k | 189.07 |
|
| Rigetti Computing Common Stock (RGTI) | 0.2 | $4.9M | NEW | 221k | 22.15 |
|
| Ionq Inc Pipe (IONQ) | 0.2 | $4.8M | NEW | 107k | 44.87 |
|
| Arlo Technologies (ARLO) | 0.2 | $4.7M | +75% | 338k | 13.99 |
|
| Cogent Communications Hldgs Com New (CCOI) | 0.2 | $4.7M | +99% | 217k | 21.56 |
|
| NOVA MEASURING Instruments L (NVMI) | 0.2 | $4.5M | -12% | 14k | 328.39 |
|
| Lattice Semiconductor (LSCC) | 0.2 | $4.4M | +70% | 59k | 73.58 |
|
| Grail (GRAL) | 0.2 | $4.3M | NEW | 51k | 85.59 |
|
| Chefs Whse (CHEF) | 0.2 | $4.3M | +1241% | 69k | 62.33 |
|
| Okta Cl A (OKTA) | 0.2 | $4.3M | -53% | 49k | 86.47 |
|
| Silicon Laboratories (SLAB) | 0.2 | $4.2M | +228% | 32k | 130.70 |
|
| Xenon Pharmaceuticals (XENE) | 0.2 | $4.2M | +6% | 93k | 44.82 |
|
| Certara Ord (CERT) | 0.2 | $4.1M | +8% | 461k | 8.81 |
|
| Arcus Biosciences Incorporated (RCUS) | 0.2 | $4.0M | -62% | 170k | 23.83 |
|
| Nuvalent Inc-a (NUVL) | 0.2 | $4.0M | NEW | 40k | 100.59 |
|
| Genedx Holdings Corp Com Cl A (WGS) | 0.2 | $4.0M | +30% | 31k | 130.06 |
|
| CorVel Corporation (CRVL) | 0.2 | $4.0M | +66% | 59k | 67.67 |
|
| Taysha Gene Therapies Com Shs (TSHA) | 0.2 | $3.9M | -36% | 704k | 5.50 |
|
| Beta Bionics (BBNX) | 0.2 | $3.7M | +41% | 121k | 30.47 |
|
| Arteris (AIP) | 0.2 | $3.7M | -61% | 237k | 15.50 |
|
| Netskope Cl A (NTSK) | 0.2 | $3.6M | +108% | 203k | 17.54 |
|
| Shoals Technologies Group In Cl A (SHLS) | 0.1 | $3.1M | +2481% | 364k | 8.50 |
|
| Vertex Cl A (VERX) | 0.1 | $3.0M | -48% | 150k | 19.97 |
|
| Bwx Technologies (BWXT) | 0.1 | $3.0M | +64% | 17k | 172.84 |
|
| Descartes Sys Grp (DSGX) | 0.1 | $2.9M | -84% | 33k | 87.66 |
|
| Chime Finl Com Shs Cl A (CHYM) | 0.1 | $2.9M | NEW | 116k | 25.17 |
|
| Varonis Sys (VRNS) | 0.1 | $2.8M | -48% | 84k | 32.80 |
|
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.1 | $2.6M | NEW | 198k | 13.18 |
|
| Irhythm Technologies (IRTC) | 0.1 | $2.6M | -3% | 14k | 177.44 |
|
| SPS Commerce (SPSC) | 0.1 | $2.5M | -92% | 28k | 89.13 |
|
| Redwire Corporation (RDW) | 0.1 | $2.4M | NEW | 317k | 7.60 |
|
| United States Antimony (UAMY) | 0.1 | $2.4M | NEW | 479k | 5.02 |
|
| Allegro Microsystems Ord (ALGM) | 0.1 | $2.4M | NEW | 90k | 26.38 |
|
| Weave Communications (WEAV) | 0.1 | $2.1M | +6% | 281k | 7.59 |
|
| Talkspace (TALK) | 0.1 | $2.1M | NEW | 582k | 3.63 |
|
| ExlService Holdings (EXLS) | 0.1 | $2.0M | -70% | 48k | 42.44 |
|
| Electrovaya Com New (ELVA) | 0.1 | $1.5M | NEW | 195k | 7.90 |
|
| Optimizerx Corp Com New (OPRX) | 0.1 | $1.4M | +64% | 117k | 12.26 |
|
| Red Cat Hldgs (RCAT) | 0.0 | $1.1M | NEW | 133k | 7.93 |
|
| Tecogen Com New (TGEN) | 0.0 | $878k | +58% | 178k | 4.94 |
|
| Amprius Technologies Common Stock (AMPX) | 0.0 | $508k | NEW | 64k | 7.89 |
|
| 908 Devices (MASS) | 0.0 | $479k | +41% | 91k | 5.25 |
|
| Adtran Holdings (ADTN) | 0.0 | $477k | -90% | 55k | 8.69 |
|
| Iradimed (IRMD) | 0.0 | $476k | -26% | 4.9k | 97.28 |
|
| Ceva (CEVA) | 0.0 | $436k | +14% | 20k | 21.52 |
|
| Dave Class A Com New (DAVE) | 0.0 | $423k | -84% | 1.9k | 221.41 |
|
| Cryoport Com Par $0.001 (CYRX) | 0.0 | $386k | NEW | 40k | 9.60 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $364k | NEW | 1.1k | 323.01 |
|
| Suro Capital Corp Com New (SSSS) | 0.0 | $203k | -37% | 22k | 9.44 |
|
Past Filings by Granahan Investment Management
SEC 13F filings are viewable for Granahan Investment Management going back to 2011
- Granahan Investment Management 2025 Q4 filed Feb. 17, 2026
- 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