Granahan Investment Management as of Sept. 30, 2022
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 176 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paycom Software (PAYC) | 3.9 | $118M | 359k | 329.99 | |
| 4068594 Enphase Energy (ENPH) | 3.7 | $115M | 414k | 277.47 | |
| SPS Commerce (SPSC) | 3.5 | $108M | 869k | 124.23 | |
| CoStar (CSGP) | 3.4 | $105M | 1.5M | 69.65 | |
| Axon Enterprise (AXON) | 3.4 | $105M | 906k | 115.75 | |
| Evolent Health Cl A (EVH) | 2.9 | $89M | 2.5M | 35.93 | |
| Kornit Digital SHS (KRNT) | 2.9 | $88M | 3.3M | 26.61 | |
| Toast Cl A (TOST) | 2.6 | $80M | 4.8M | 16.72 | |
| Etsy (ETSY) | 2.5 | $77M | 770k | 100.13 | |
| Magnite Ord (MGNI) | 2.2 | $68M | 10M | 6.57 | |
| Array Technologies Com Shs (ARRY) | 2.1 | $65M | 3.9M | 16.58 | |
| Brooks Automation (AZTA) | 1.6 | $48M | 1.1M | 42.86 | |
| Paylocity Holding Corporation (PCTY) | 1.6 | $48M | 198k | 241.58 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 1.5 | $47M | 7.1M | 6.61 | |
| Healthequity (HQY) | 1.5 | $47M | 692k | 67.17 | |
| Workiva Com Cl A (WK) | 1.5 | $46M | 594k | 77.80 | |
| Digital Turbine Com New (APPS) | 1.5 | $46M | 3.2M | 14.41 | |
| Chart Industries (GTLS) | 1.5 | $46M | 247k | 184.35 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 1.4 | $44M | 1.1M | 40.33 | |
| Hubspot (HUBS) | 1.4 | $42M | 154k | 270.12 | |
| Liquidity Services (LQDT) | 1.4 | $41M | 2.5M | 16.26 | |
| Euronet Worldwide (EEFT) | 1.2 | $37M | 494k | 75.76 | |
| Genius Sports Shares Cl A (GENI) | 1.1 | $34M | 9.3M | 3.67 | |
| Indie Semiconductor Class A Com (INDI) | 1.1 | $33M | 4.5M | 7.32 | |
| Veracyte (VCYT) | 1.0 | $32M | 1.9M | 16.60 | |
| Enovix Corp (ENVX) | 1.0 | $32M | 1.7M | 18.34 | |
| Globant S A (GLOB) | 1.0 | $29M | 157k | 187.08 | |
| Porch Group (PRCH) | 1.0 | $29M | 13M | 2.25 | |
| Victory Cap Hldgs Com Cl A (VCTR) | 0.8 | $26M | 1.1M | 23.31 | |
| Limelight Networks | 0.8 | $26M | 9.2M | 2.78 | |
| Lovesac Company (LOVE) | 0.8 | $26M | 1.3M | 20.38 | |
| Stratasys SHS (SSYS) | 0.8 | $25M | 1.8M | 14.41 | |
| Vita Coco Co Inc/the (COCO) | 0.8 | $25M | 2.2M | 11.39 | |
| Texas Capital Bancshares (TCBI) | 0.8 | $24M | 399k | 59.03 | |
| Casella Waste Sys Cl A (CWST) | 0.7 | $23M | 295k | 76.39 | |
| James River Group Holdings L (JRVR) | 0.7 | $22M | 973k | 22.81 | |
| First Solar (FSLR) | 0.7 | $21M | 159k | 132.27 | |
| Silvergate Cap Corp Cl A (SICP) | 0.7 | $21M | 274k | 75.35 | |
| Kulicke and Soffa Industries (KLIC) | 0.7 | $21M | 533k | 38.53 | |
| Chegg (CHGG) | 0.7 | $20M | 970k | 21.07 | |
| RBC Bearings Incorporated (RBC) | 0.7 | $20M | 98k | 207.81 | |
| Sprout Social Com Cl A (SPT) | 0.7 | $20M | 334k | 60.68 | |
| Castle Biosciences (CSTL) | 0.6 | $20M | 762k | 26.08 | |
| Ameresco Cl A (AMRC) | 0.6 | $19M | 285k | 66.48 | |
| Bumble Com Cl A (BMBL) | 0.6 | $19M | 864k | 21.49 | |
| Pure Storage Cl A (PSTG) | 0.6 | $18M | 668k | 27.37 | |
| PROS Holdings (PRO) | 0.6 | $18M | 709k | 24.70 | |
| Orthopediatrics Corp. (KIDS) | 0.6 | $18M | 379k | 46.14 | |
| Shotspotter (SSTI) | 0.6 | $17M | 604k | 28.76 | |
| Life Time Group Holdings Common Stock (LTH) | 0.6 | $17M | 1.7M | 9.75 | |
| Biolife Solutions Com New (BLFS) | 0.5 | $17M | 740k | 22.75 | |
| Grid Dynamics Hldgs Cl A (GDYN) | 0.5 | $16M | 851k | 18.73 | |
| Veeco Instruments (VECO) | 0.5 | $16M | 870k | 18.32 | |
| 908 Devices (MASS) | 0.5 | $16M | 967k | 16.45 | |
| Si-bone (SIBN) | 0.5 | $16M | 897k | 17.46 | |
| Figs Cl A (FIGS) | 0.5 | $15M | 1.8M | 8.25 | |
| Natera (NTRA) | 0.5 | $15M | 341k | 43.82 | |
| Callaway Golf Company (MODG) | 0.5 | $14M | 744k | 19.26 | |
| Harmonic (HLIT) | 0.5 | $14M | 1.1M | 13.07 | |
| Quanterix Ord (QTRX) | 0.5 | $14M | 1.3M | 11.02 | |
| Materion Corporation (MTRN) | 0.5 | $14M | 174k | 80.00 | |
| Columbus McKinnon (CMCO) | 0.4 | $14M | 518k | 26.16 | |
| First Watch Restaurant Groupco (FWRG) | 0.4 | $13M | 920k | 14.48 | |
| Tree (TREE) | 0.4 | $13M | 554k | 23.86 | |
| Lithia Motors (LAD) | 0.4 | $13M | 62k | 214.56 | |
| Domo Com Cl B (DOMO) | 0.4 | $13M | 726k | 17.99 | |
| Definitive Healthcare Corp Class A Com (DH) | 0.4 | $13M | 823k | 15.54 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.4 | $13M | 1.5M | 8.40 | |
| Repligen Corporation (RGEN) | 0.4 | $13M | 67k | 187.12 | |
| Vericel (VCEL) | 0.4 | $13M | 542k | 23.20 | |
| Vicor Corporation (VICR) | 0.4 | $13M | 212k | 59.14 | |
| Hagerty Cl A Com (HGTY) | 0.4 | $13M | 1.4M | 8.99 | |
| Varonis Sys (VRNS) | 0.4 | $12M | 465k | 26.52 | |
| Gentherm (THRM) | 0.4 | $12M | 248k | 49.73 | |
| Perficient (PRFT) | 0.4 | $12M | 188k | 65.02 | |
| Phreesia (PHR) | 0.4 | $12M | 477k | 25.48 | |
| The Beauty Health Company Com Cl A (SKIN) | 0.4 | $12M | 1.0M | 11.79 | |
| Stoneridge (SRI) | 0.4 | $12M | 707k | 16.95 | |
| Cryoport Com Par $0.001 (CYRX) | 0.4 | $12M | 480k | 24.36 | |
| Power Integrations (POWI) | 0.4 | $11M | 178k | 64.32 | |
| LivePerson (LPSN) | 0.4 | $11M | 1.2M | 9.42 | |
| Everquote Com Cl A (EVER) | 0.4 | $11M | 1.6M | 6.82 | |
| Alta Equipment Group Common Stock (ALTG) | 0.4 | $11M | 996k | 11.01 | |
| Ambarella SHS (AMBA) | 0.4 | $11M | 193k | 56.18 | |
| Ceva (CEVA) | 0.4 | $11M | 413k | 26.23 | |
| Xenon Pharmaceuticals (XENE) | 0.4 | $11M | 300k | 36.10 | |
| WNS HLDGS Spon Adr | 0.3 | $10M | 124k | 81.84 | |
| Radware Ord (RDWR) | 0.3 | $9.7M | 446k | 21.79 | |
| Blueprint Medicines (BPMC) | 0.3 | $9.5M | 144k | 65.89 | |
| Apellis Pharmaceuticals (APLS) | 0.3 | $9.3M | 137k | 68.30 | |
| Olink Hldg Ab Sponsored Ads (OLK) | 0.3 | $9.1M | 748k | 12.14 | |
| Arcus Biosciences Incorporated (RCUS) | 0.3 | $9.0M | 343k | 26.16 | |
| ImmunoGen | 0.3 | $9.0M | 1.9M | 4.78 | |
| Guidewire Software (GWRE) | 0.3 | $9.0M | 146k | 61.58 | |
| Coupa Software | 0.3 | $9.0M | 152k | 58.80 | |
| Chicken Soup For The Soul En Cl A (CSSE) | 0.3 | $8.9M | 1.3M | 6.88 | |
| Portillos Com Cl A (PTLO) | 0.3 | $8.7M | 440k | 19.69 | |
| Rapid7 (RPD) | 0.3 | $8.6M | 201k | 42.90 | |
| Prothena Corp SHS (PRTA) | 0.3 | $8.6M | 141k | 60.63 | |
| Intellia Therapeutics (NTLA) | 0.3 | $8.4M | 151k | 55.96 | |
| OSI Systems (OSIS) | 0.3 | $8.2M | 114k | 72.06 | |
| Pliant Therapeutics (PLRX) | 0.3 | $8.0M | 381k | 20.89 | |
| Affimed Therapeutics B V | 0.3 | $7.9M | 3.8M | 2.06 | |
| Clean Energy Fuels (CLNE) | 0.3 | $7.8M | 1.5M | 5.34 | |
| TechTarget (TTGT) | 0.2 | $7.6M | 128k | 59.20 | |
| Fate Therapeutics (FATE) | 0.2 | $7.3M | 326k | 22.41 | |
| Hudson Technologies (HDSN) | 0.2 | $7.2M | 984k | 7.35 | |
| Qualys (QLYS) | 0.2 | $7.1M | 51k | 139.39 | |
| AtriCure (ATRC) | 0.2 | $7.1M | 182k | 39.10 | |
| Kiniksa Pharmaceuticals Com Cl A (KNSA) | 0.2 | $7.1M | 552k | 12.84 | |
| Axt (AXTI) | 0.2 | $6.8M | 1.0M | 6.70 | |
| Ciena Corp Com New (CIEN) | 0.2 | $6.8M | 167k | 40.43 | |
| Kinsale Cap Group (KNSL) | 0.2 | $6.7M | 26k | 255.43 | |
| Epam Systems (EPAM) | 0.2 | $6.7M | 19k | 362.21 | |
| Revance Therapeutics (RVNC) | 0.2 | $6.6M | 245k | 27.00 | |
| Ptc (PTC) | 0.2 | $6.6M | 63k | 104.60 | |
| Nutanix Cl A (NTNX) | 0.2 | $6.6M | 317k | 20.83 | |
| Health Catalyst (HCAT) | 0.2 | $6.3M | 648k | 9.70 | |
| Darling International (DAR) | 0.2 | $6.1M | 92k | 66.15 | |
| American Well Corp Cl A (AMWL) | 0.2 | $6.0M | 1.7M | 3.59 | |
| Onto Innovation (ONTO) | 0.2 | $5.9M | 93k | 64.05 | |
| Shockwave Med (SWAV) | 0.2 | $5.5M | 20k | 278.07 | |
| PAR Technology Corporation (PAR) | 0.2 | $5.3M | 180k | 29.53 | |
| Icad Com New (ICAD) | 0.2 | $5.3M | 2.5M | 2.10 | |
| Beam Therapeutics (BEAM) | 0.2 | $5.3M | 110k | 47.64 | |
| CorVel Corporation (CRVL) | 0.2 | $5.3M | 38k | 138.44 | |
| Mesa Laboratories (MLAB) | 0.2 | $4.9M | 35k | 140.82 | |
| Green Brick Partners (GRBK) | 0.2 | $4.8M | 224k | 21.38 | |
| Akoya Biosciences (AKYA) | 0.2 | $4.7M | 399k | 11.75 | |
| Inmode SHS (INMD) | 0.1 | $4.6M | 158k | 29.11 | |
| Biomerica Com New (BMRA) | 0.1 | $4.4M | 1.1M | 3.93 | |
| Xencor (XNCR) | 0.1 | $4.4M | 168k | 25.98 | |
| Littelfuse (LFUS) | 0.1 | $4.3M | 22k | 198.69 | |
| Heska Corp Com Restrc New | 0.1 | $4.2M | 58k | 72.92 | |
| Silicon Laboratories (SLAB) | 0.1 | $4.1M | 34k | 123.44 | |
| Grocery Outlet Hldg Corp (GO) | 0.1 | $4.1M | 123k | 33.29 | |
| Airgain (AIRG) | 0.1 | $4.0M | 556k | 7.21 | |
| Cyberark Software SHS (CYBR) | 0.1 | $3.9M | 26k | 149.95 | |
| Kezar Life Sciences (KZR) | 0.1 | $3.9M | 447k | 8.61 | |
| Innovative Industria A (IIPR) | 0.1 | $3.8M | 43k | 88.51 | |
| Harvard Bioscience (HBIO) | 0.1 | $3.8M | 1.5M | 2.56 | |
| Bluebird Bio (BLUE) | 0.1 | $3.7M | 589k | 6.33 | |
| Zymeworks | 0.1 | $3.6M | 588k | 6.15 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $3.4M | 52k | 65.36 | |
| Pacific Biosciences of California (PACB) | 0.1 | $3.3M | 574k | 5.80 | |
| Stoke Therapeutics (STOK) | 0.1 | $3.3M | 259k | 12.84 | |
| Monolithic Power Systems (MPWR) | 0.1 | $3.2M | 8.9k | 363.39 | |
| Appian Corp Cl A (APPN) | 0.1 | $3.1M | 77k | 40.83 | |
| Thredup Cl A (TDUP) | 0.1 | $3.1M | 1.7M | 1.84 | |
| Match Group (MTCH) | 0.1 | $3.1M | 64k | 47.75 | |
| Vizio Hldg Corp Cl A Com (VZIO) | 0.1 | $3.0M | 339k | 8.74 | |
| Customers Ban (CUBI) | 0.1 | $2.9M | 99k | 29.48 | |
| Everbridge, Inc. Cmn (EVBG) | 0.1 | $2.5M | 82k | 30.88 | |
| Caribou Biosciences (CRBU) | 0.1 | $2.5M | 238k | 10.55 | |
| Silk Road Medical Inc Common (SILK) | 0.1 | $2.5M | 55k | 45.00 | |
| Akoustis Technologies (AKTS) | 0.1 | $2.3M | 769k | 2.97 | |
| Arteris (AIP) | 0.1 | $2.2M | 325k | 6.66 | |
| Cytosorbents Corp Com New (CTSO) | 0.1 | $2.1M | 1.5M | 1.36 | |
| Luxfer Hldgs SHS (LXFR) | 0.1 | $2.0M | 137k | 14.50 | |
| Expedia Group Com New (EXPE) | 0.1 | $1.9M | 20k | 93.70 | |
| Rush Enterprises Cl A (RUSHA) | 0.1 | $1.7M | 39k | 43.87 | |
| Sitime Corp (SITM) | 0.0 | $1.4M | 17k | 78.71 | |
| Veritone (VERI) | 0.0 | $1.3M | 236k | 5.63 | |
| Computer Task | 0.0 | $1.2M | 181k | 6.70 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.2M | 5.8k | 206.63 | |
| Dermtech Ord ord (DMTK) | 0.0 | $836k | 211k | 3.96 | |
| Western Digital (WDC) | 0.0 | $750k | 23k | 32.55 | |
| Douglas Dynamics (PLOW) | 0.0 | $734k | 26k | 28.01 | |
| Snow Lake Res (LITM) | 0.0 | $686k | 390k | 1.76 | |
| Maxcyte (MXCT) | 0.0 | $638k | 98k | 6.50 | |
| Confluent Class A Com (CFLT) | 0.0 | $616k | 26k | 23.78 | |
| Lawson Products (DSGR) | 0.0 | $506k | 18k | 28.19 | |
| Lifemd (LFMD) | 0.0 | $190k | 97k | 1.97 | |
| Motorcar Parts of America (MPAA) | 0.0 | $183k | 12k | 15.19 | |
| Organogenesis Hldgs (ORGO) | 0.0 | $81k | 25k | 3.24 | |
| Research Solutions (RSSS) | 0.0 | $43k | 21k | 2.04 |
