Granahan Investment Management
Latest statistics and disclosures from Granahan Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AXON, SPT, EVH, GENI, SPSC, and represent 15.90% of Granahan Investment Management's stock portfolio.
- Added to shares of these 10 stocks: CCCS (+$21M), GENI (+$21M), Oddity Tech Cl A Ord (+$18M), THRM (+$14M), LTH (+$12M), SPXC (+$12M), PCTY (+$11M), GLOB (+$11M), VERX (+$10M), ARCT (+$10M).
- Started 22 new stock positions in TW, ARCT, SPXC, FOXF, MEC, VVI, NVMI, NVEI, Klaviyo Srs A Ord, PNR. CCCS, DSGX, VERX, BBIO, CHEF, THRM, CXM, SYM, STKL, Oddity Tech Cl A Ord, ROG, BOOT.
- Reduced shares in these 10 stocks: SPSC (-$28M), AZTA (-$28M), TWLO (-$25M), ENPH (-$23M), PAYC (-$21M), KRNT (-$14M), TOST (-$13M), EEFT (-$12M), ETSY (-$12M), LAD (-$12M).
- Sold out of its positions in AXTI, AKTS, AKYA, CSSE, APPS, DOMO, FIGS, GRBK, HGTY, KOD. LAD, SILK, TTGT, WIX.
- Granahan Investment Management was a net seller of stock by $-83M.
- Granahan Investment Management has $2.8B in assets under management (AUM), dropping by -13.62%.
- 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

Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 183 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Axon Enterprise (AXON) | 3.9 | $109M | +4% | 549k | 198.99 |
|
Sprout Social Com Cl A (SPT) | 3.8 | $107M | -2% | 2.2M | 49.88 |
|
Evolent Health Cl A (EVH) | 2.9 | $80M | 3.0M | 27.23 |
|
|
Genius Sports Shares Cl A (GENI) | 2.7 | $77M | +36% | 14M | 5.33 |
|
SPS Commerce (SPSC) | 2.6 | $72M | -27% | 425k | 170.61 |
|
Chart Industries (GTLS) | 2.4 | $67M | +2% | 394k | 169.12 |
|
Toast Cl A (TOST) | 2.3 | $64M | -16% | 3.4M | 18.73 |
|
Paycom Software (PAYC) | 2.1 | $59M | -25% | 229k | 259.27 |
|
CoStar (CSGP) | 2.1 | $59M | -3% | 765k | 76.89 |
|
Zeta Global Holdings Corp Cl A (ZETA) | 2.1 | $59M | 7.0M | 8.35 |
|
|
Magnite Ord (MGNI) | 1.9 | $54M | -4% | 7.2M | 7.54 |
|
Indie Semiconductor Class A Com (INDI) | 1.8 | $51M | +15% | 8.1M | 6.30 |
|
Array Technologies Com Shs (ARRY) | 1.7 | $48M | -4% | 2.1M | 22.19 |
|
Rb Global (RBA) | 1.7 | $48M | -13% | 761k | 62.50 |
|
Kornit Digital SHS (KRNT) | 1.6 | $45M | -23% | 2.4M | 18.91 |
|
Workiva Com Cl A (WK) | 1.6 | $44M | -3% | 436k | 101.34 |
|
Castle Biosciences (CSTL) | 1.5 | $42M | 2.5M | 16.89 |
|
|
Paylocity Holding Corporation (PCTY) | 1.5 | $42M | +37% | 230k | 181.70 |
|
Willscot Mobil Mini Hldng Com Cl A (WSC) | 1.5 | $42M | +27% | 999k | 41.59 |
|
Globant S A (GLOB) | 1.4 | $39M | +37% | 198k | 197.85 |
|
Healthequity (HQY) | 1.3 | $36M | 489k | 73.05 |
|
|
Texas Capital Bancshares (TCBI) | 1.3 | $36M | -3% | 605k | 58.90 |
|
Hubspot (HUBS) | 1.2 | $35M | -4% | 70k | 492.50 |
|
Etsy (ETSY) | 1.2 | $34M | -25% | 533k | 64.58 |
|
Victory Cap Hldgs Com Cl A (VCTR) | 1.2 | $33M | 995k | 33.34 |
|
|
Vita Coco Co Inc/the (COCO) | 1.1 | $30M | +19% | 1.2M | 26.04 |
|
Lovesac Company (LOVE) | 1.0 | $29M | 1.4M | 19.92 |
|
|
Ww Intl (WW) | 1.0 | $28M | +6% | 2.5M | 11.07 |
|
Grid Dynamics Hldgs Cl A (GDYN) | 1.0 | $28M | -14% | 2.3M | 12.18 |
|
Life Time Group Holdings Common Stock (LTH) | 0.9 | $26M | +91% | 1.7M | 15.21 |
|
Casella Waste Sys Cl A (CWST) | 0.9 | $25M | +16% | 332k | 76.30 |
|
Si-bone (SIBN) | 0.9 | $24M | +20% | 1.1M | 21.24 |
|
Materion Corporation (MTRN) | 0.8 | $24M | 232k | 101.91 |
|
|
RBC Bearings Incorporated (RBC) | 0.8 | $23M | -10% | 99k | 234.13 |
|
Enovix Corp (ENVX) | 0.8 | $23M | -23% | 1.8M | 12.55 |
|
PROS Holdings (PRO) | 0.8 | $23M | -17% | 649k | 34.62 |
|
Ccc Intelligent Solutions Holdings (CCCS) | 0.8 | $21M | NEW | 1.6M | 13.35 |
|
Repligen Corporation (RGEN) | 0.8 | $21M | -11% | 133k | 159.01 |
|
Veeco Instruments (VECO) | 0.7 | $21M | -15% | 736k | 28.11 |
|
Quanterix Ord (QTRX) | 0.7 | $21M | -35% | 759k | 27.14 |
|
Phreesia (PHR) | 0.7 | $20M | +15% | 1.1M | 18.68 |
|
Ameresco Cl A (AMRC) | 0.7 | $20M | -17% | 517k | 38.56 |
|
Orthopediatrics Corp. (KIDS) | 0.7 | $19M | +18% | 592k | 32.00 |
|
Columbus McKinnon (CMCO) | 0.7 | $19M | +3% | 541k | 34.91 |
|
Bumble Com Cl A (BMBL) | 0.7 | $19M | +7% | 1.3M | 14.92 |
|
Oddity Tech Shs Cl A | 0.6 | $18M | NEW | 630k | 28.35 |
|
Pure Storage Cl A (PSTG) | 0.6 | $18M | -22% | 497k | 35.62 |
|
Udemy (UDMY) | 0.6 | $17M | +27% | 1.8M | 9.50 |
|
Prothena Corp SHS (PRTA) | 0.6 | $17M | +17% | 348k | 48.25 |
|
Natera (NTRA) | 0.6 | $17M | -3% | 377k | 44.25 |
|
Pliant Therapeutics (PLRX) | 0.6 | $16M | +15% | 939k | 17.34 |
|
Euronet Worldwide (EEFT) | 0.6 | $16M | -43% | 205k | 79.38 |
|
Bluebird Bio (BLUE) | 0.6 | $16M | +5% | 5.1M | 3.04 |
|
Callaway Golf Company (MODG) | 0.5 | $15M | 1.1M | 13.84 |
|
|
Portillos Com Cl A (PTLO) | 0.5 | $15M | +10% | 990k | 15.39 |
|
4068594 Enphase Energy (ENPH) | 0.5 | $15M | -61% | 124k | 120.15 |
|
Biolife Solutions Com New (BLFS) | 0.5 | $15M | +11% | 1.1M | 13.81 |
|
First Solar (FSLR) | 0.5 | $14M | +20% | 88k | 161.59 |
|
Liquidity Services (LQDT) | 0.5 | $14M | -9% | 799k | 17.62 |
|
Gentherm (THRM) | 0.5 | $14M | NEW | 256k | 54.26 |
|
First Watch Restaurant Groupco (FWRG) | 0.5 | $13M | -2% | 766k | 17.29 |
|
Stratasys SHS (SSYS) | 0.5 | $13M | -5% | 946k | 13.61 |
|
Perficient (PRFT) | 0.5 | $13M | +2% | 223k | 57.86 |
|
James River Group Holdings L (JRVR) | 0.5 | $13M | -17% | 832k | 15.35 |
|
Guidewire Software (GWRE) | 0.5 | $13M | -39% | 141k | 90.00 |
|
Riskified Shs Cl A (RSKD) | 0.4 | $13M | +82% | 2.8M | 4.48 |
|
Nutanix Cl A (NTNX) | 0.4 | $12M | 356k | 34.88 |
|
|
908 Devices (MASS) | 0.4 | $12M | +3% | 1.8M | 6.66 |
|
Spx Corp (SPXC) | 0.4 | $12M | NEW | 147k | 81.40 |
|
Health Catalyst (HCAT) | 0.4 | $12M | 1.2M | 10.12 |
|
|
Fiverr Intl Ord Shs (FVRR) | 0.4 | $12M | -6% | 486k | 24.47 |
|
Olink Hldg Ab Sponsored Ads (OLK) | 0.4 | $12M | +3% | 806k | 14.75 |
|
Cyberark Software SHS (CYBR) | 0.4 | $12M | +118% | 72k | 163.77 |
|
Blueprint Medicines (BPMC) | 0.4 | $12M | +24% | 229k | 50.22 |
|
Everquote Com Cl A (EVER) | 0.4 | $11M | +10% | 1.6M | 7.23 |
|
WNS HLDGS Spon Adr (WNS) | 0.4 | $11M | +6% | 165k | 68.46 |
|
Confluent Class A Com (CFLT) | 0.4 | $11M | +5% | 380k | 29.61 |
|
Neogen Corporation (NEOG) | 0.4 | $11M | +55% | 605k | 18.54 |
|
Alta Equipment Group Common Stock (ALTG) | 0.4 | $11M | +13% | 925k | 12.06 |
|
Harmonic (HLIT) | 0.4 | $11M | +15% | 1.1M | 9.63 |
|
ImmunoGen (IMGN) | 0.4 | $11M | +59% | 681k | 15.87 |
|
Definitive Healthcare Corp Class A Com (DH) | 0.4 | $11M | 1.3M | 7.99 |
|
|
Ptc (PTC) | 0.4 | $10M | 73k | 141.68 |
|
|
Vertex Cl A (VERX) | 0.4 | $10M | NEW | 444k | 23.10 |
|
Arcturus Therapeutics Hldg I (ARCT) | 0.4 | $10M | NEW | 399k | 25.55 |
|
Shotspotter (SSTI) | 0.4 | $10M | -16% | 560k | 17.90 |
|
Kinsale Cap Group (KNSL) | 0.4 | $9.9M | -16% | 24k | 414.13 |
|
Onto Innovation (ONTO) | 0.3 | $9.5M | -19% | 74k | 127.52 |
|
Hudson Technologies (HDSN) | 0.3 | $9.3M | 699k | 13.30 |
|
|
Kiniksa Pharmaceuticals Com Cl A (KNSA) | 0.3 | $9.3M | 534k | 17.37 |
|
|
Brooks Automation (AZTA) | 0.3 | $9.2M | -75% | 183k | 50.19 |
|
Appian Corp Cl A (APPN) | 0.3 | $9.1M | +50% | 200k | 45.61 |
|
Qualys (QLYS) | 0.3 | $9.0M | +6% | 59k | 152.55 |
|
Cryoport Com Par $0.001 (CYRX) | 0.3 | $8.6M | -21% | 630k | 13.71 |
|
Power Integrations (POWI) | 0.3 | $8.6M | -2% | 113k | 76.31 |
|
Docgo (DCGO) | 0.3 | $8.6M | +60% | 1.6M | 5.33 |
|
Porch Group (PRCH) | 0.3 | $8.5M | -14% | 11M | 0.80 |
|
Veracyte (VCYT) | 0.3 | $8.5M | -35% | 381k | 22.33 |
|
OSI Systems (OSIS) | 0.3 | $8.3M | -15% | 70k | 118.04 |
|
Xenon Pharmaceuticals (XENE) | 0.3 | $8.1M | 236k | 34.16 |
|
|
Ciena Corp Com New (CIEN) | 0.3 | $7.7M | -23% | 164k | 47.26 |
|
Vicor Corporation (VICR) | 0.3 | $7.6M | -22% | 129k | 58.89 |
|
Super Micro Computer (SMCI) | 0.3 | $7.6M | +37% | 28k | 274.22 |
|
Harvard Bioscience (HBIO) | 0.3 | $7.5M | +20% | 1.7M | 4.30 |
|
Transmedics Group (TMDX) | 0.3 | $7.3M | +11% | 134k | 54.75 |
|
Chefs Whse (CHEF) | 0.3 | $7.1M | NEW | 333k | 21.18 |
|
Cogent Communications Hldgs Com New (CCOI) | 0.2 | $6.9M | +175% | 112k | 61.90 |
|
Canadian Solar (CSIQ) | 0.2 | $6.8M | +57% | 276k | 24.61 |
|
Mesa Laboratories (MLAB) | 0.2 | $6.7M | +21% | 64k | 105.07 |
|
Varonis Sys (VRNS) | 0.2 | $6.7M | -14% | 218k | 30.54 |
|
Bill Com Holdings Ord (BILL) | 0.2 | $6.6M | -37% | 61k | 108.57 |
|
Intellia Therapeutics (NTLA) | 0.2 | $6.5M | -21% | 205k | 31.62 |
|
Monolithic Power Systems (MPWR) | 0.2 | $6.4M | +18% | 14k | 462.00 |
|
Mirati Therapeutics (MRTX) | 0.2 | $6.3M | 145k | 43.56 |
|
|
CorVel Corporation (CRVL) | 0.2 | $6.2M | -11% | 32k | 196.65 |
|
Maxcyte (MXCT) | 0.2 | $6.2M | +4% | 2.0M | 3.12 |
|
Insmed Com Par $.01 (INSM) | 0.2 | $6.0M | -15% | 236k | 25.25 |
|
Tradeweb Mkts Cl A (TW) | 0.2 | $5.9M | NEW | 74k | 80.20 |
|
Shockwave Med (SWAV) | 0.2 | $5.9M | +30% | 30k | 199.10 |
|
Expedia Group Com New (EXPE) | 0.2 | $5.9M | -20% | 57k | 103.07 |
|
Pacific Biosciences of California (PACB) | 0.2 | $5.8M | +14% | 698k | 8.35 |
|
Arteris (AIP) | 0.2 | $5.7M | +49% | 882k | 6.51 |
|
Goosehead Ins Com Cl A (GSHD) | 0.2 | $5.5M | +7% | 74k | 74.53 |
|
Edgewise Therapeutics (EWTX) | 0.2 | $5.4M | +45% | 939k | 5.73 |
|
Silicon Laboratories (SLAB) | 0.2 | $5.2M | +13% | 45k | 115.89 |
|
Solaredge Technologies (SEDG) | 0.2 | $4.9M | +2% | 38k | 129.51 |
|
Rapid7 (RPD) | 0.2 | $4.8M | -56% | 106k | 45.78 |
|
Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.2 | $4.8M | +17% | 85k | 57.00 |
|
Zymeworks Del (ZYME) | 0.2 | $4.6M | +12% | 721k | 6.34 |
|
Bright Horizons Fam Sol In D (BFAM) | 0.2 | $4.5M | +9% | 55k | 81.46 |
|
Radware Ord (RDWR) | 0.2 | $4.5M | -43% | 265k | 16.92 |
|
Jfrog Ord Shs (FROG) | 0.2 | $4.4M | +64% | 172k | 25.36 |
|
Five9 (FIVN) | 0.2 | $4.3M | +78% | 66k | 64.30 |
|
Okta Cl A (OKTA) | 0.2 | $4.2M | +4% | 52k | 81.51 |
|
Smartsheet Com Cl A (SMAR) | 0.1 | $4.2M | +77% | 103k | 40.46 |
|
Sprinklr Cl A (CXM) | 0.1 | $4.1M | NEW | 295k | 13.84 |
|
Revance Therapeutics (RVNC) | 0.1 | $4.1M | +22% | 355k | 11.47 |
|
Grocery Outlet Hldg Corp (GO) | 0.1 | $4.0M | -29% | 140k | 28.85 |
|
Thredup Cl A (TDUP) | 0.1 | $4.0M | -66% | 993k | 4.01 |
|
Stoneridge (SRI) | 0.1 | $3.9M | -45% | 194k | 20.07 |
|
Ceva (CEVA) | 0.1 | $3.8M | -42% | 196k | 19.39 |
|
Arcus Biosciences Incorporated (RCUS) | 0.1 | $3.5M | -37% | 196k | 17.95 |
|
Stoke Therapeutics (STOK) | 0.1 | $3.4M | +59% | 851k | 3.94 |
|
Rogers Corporation (ROG) | 0.1 | $3.2M | NEW | 24k | 131.47 |
|
Hashicorp Com Cl A (HCP) | 0.1 | $3.0M | +112% | 133k | 22.83 |
|
Twilio Cl A (TWLO) | 0.1 | $3.0M | -89% | 50k | 58.53 |
|
Boot Barn Hldgs (BOOT) | 0.1 | $2.9M | NEW | 36k | 81.19 |
|
Cytosorbents Corp Com New (CTSO) | 0.1 | $2.9M | -3% | 1.6M | 1.88 |
|
Apellis Pharmaceuticals (APLS) | 0.1 | $2.9M | -33% | 76k | 38.04 |
|
Bridgebio Pharma (BBIO) | 0.1 | $2.9M | NEW | 109k | 26.37 |
|
Vericel (VCEL) | 0.1 | $2.5M | +32% | 76k | 33.52 |
|
Viad (VVI) | 0.1 | $2.5M | NEW | 94k | 26.20 |
|
Klaviyo Com Ser A | 0.1 | $2.4M | NEW | 70k | 34.50 |
|
Limelight Networks (EGIO) | 0.1 | $2.4M | -47% | 2.8M | 0.85 |
|
Sitime Corp (SITM) | 0.1 | $2.2M | 20k | 114.25 |
|
|
Descartes Sys Grp (DSGX) | 0.1 | $2.2M | NEW | 30k | 73.38 |
|
Douglas Dynamics (PLOW) | 0.1 | $2.2M | +5% | 73k | 30.18 |
|
Tandem Diabetes Care Com New (TNDM) | 0.1 | $2.1M | +11% | 99k | 20.77 |
|
Fox Factory Hldg (FOXF) | 0.1 | $2.0M | NEW | 20k | 99.08 |
|
Icad Com New (ICAD) | 0.1 | $1.9M | -40% | 895k | 2.11 |
|
NOVA MEASURING Instruments L (NVMI) | 0.1 | $1.8M | NEW | 16k | 112.44 |
|
Kezar Life Sciences (KZR) | 0.1 | $1.7M | -23% | 1.5M | 1.19 |
|
ExlService Holdings (EXLS) | 0.1 | $1.6M | +663% | 58k | 28.04 |
|
Tetra Tech (TTEK) | 0.1 | $1.6M | +154% | 11k | 152.03 |
|
Bel Fuse CL B (BELFB) | 0.1 | $1.4M | +133% | 30k | 47.72 |
|
The Beauty Health Company Com Cl A (SKIN) | 0.1 | $1.4M | -79% | 234k | 6.02 |
|
Ambarella SHS (AMBA) | 0.0 | $1.4M | -19% | 26k | 53.03 |
|
Insulet Corporation (PODD) | 0.0 | $1.3M | +854% | 8.2k | 159.49 |
|
Airgain (AIRG) | 0.0 | $1.3M | -40% | 355k | 3.67 |
|
Biomerica Com New (BMRA) | 0.0 | $1.0M | 1.2M | 0.86 |
|
|
Rush Enterprises Cl A (RUSHA) | 0.0 | $921k | -20% | 23k | 40.83 |
|
Energy Recovery (ERII) | 0.0 | $732k | -2% | 35k | 21.21 |
|
Caribou Biosciences (CRBU) | 0.0 | $652k | +7% | 136k | 4.78 |
|
Sunopta (STKL) | 0.0 | $580k | NEW | 172k | 3.37 |
|
Lifemd (LFMD) | 0.0 | $525k | -72% | 84k | 6.25 |
|
Renalytix Ads (RNLX) | 0.0 | $514k | +1614% | 322k | 1.60 |
|
Pentair SHS (PNR) | 0.0 | $418k | NEW | 6.5k | 64.75 |
|
Darling International (DAR) | 0.0 | $374k | +80% | 7.2k | 52.20 |
|
Symbotic Class A Com (SYM) | 0.0 | $301k | NEW | 9.0k | 33.43 |
|
Watts Water Technologies Cl A (WTS) | 0.0 | $299k | +5% | 1.7k | 172.82 |
|
Nuvei Corporation Sub Vtg Shs (NVEI) | 0.0 | $189k | NEW | 13k | 15.00 |
|
Mayville Engineering (MEC) | 0.0 | $168k | NEW | 15k | 10.97 |
|
Research Solutions (RSSS) | 0.0 | $75k | 30k | 2.50 |
|
Past Filings by Granahan Investment Management
SEC 13F filings are viewable for Granahan Investment Management going back to 2011
- 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
- Granahan Investment Management 2021 Q2 filed Aug. 16, 2021
- Granahan Investment Management 2021 Q1 filed May 17, 2021
- Granahan Investment Management 2020 Q4 filed Feb. 12, 2021
- Granahan Investment Management 2020 Q3 filed Nov. 12, 2020
- Granahan Investment Management 2020 Q2 filed Aug. 14, 2020
- Granahan Investment Management 2020 Q1 filed May 12, 2020
- Granahan Investment Management 2019 Q4 filed Feb. 14, 2020