Granahan Investment Management as of Sept. 30, 2018
Portfolio Holdings for Granahan Investment Management
Granahan Investment Management holds 201 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| LivePerson (LPSN) | 3.8 | $71M | 2.7M | 25.95 | |
| CoStar (CSGP) | 3.1 | $57M | 135k | 420.84 | |
| Strategic Education (STRA) | 2.9 | $54M | 393k | 137.03 | |
| Paycom Software (PAYC) | 2.5 | $47M | 300k | 155.41 | |
| Kornit Digital (KRNT) | 2.3 | $43M | 2.0M | 21.90 | |
| Sodastream International | 2.3 | $42M | 295k | 143.08 | |
| EXACT Sciences Corporation (EXAS) | 1.9 | $35M | 442k | 78.92 | |
| Teladoc (TDOC) | 1.8 | $33M | 378k | 86.35 | |
| Axon Enterprise (AXON) | 1.8 | $32M | 470k | 68.43 | |
| Virtusa Corporation | 1.6 | $30M | 565k | 53.71 | |
| SPS Commerce (SPSC) | 1.6 | $30M | 304k | 99.24 | |
| Globant S A (GLOB) | 1.6 | $30M | 509k | 58.99 | |
| Weight Watchers International | 1.6 | $29M | 399k | 71.99 | |
| OSI Systems (OSIS) | 1.5 | $28M | 372k | 76.31 | |
| Etsy (ETSY) | 1.5 | $28M | 543k | 51.38 | |
| Brooks Automation (AZTA) | 1.4 | $27M | 764k | 35.03 | |
| Limelight Networks | 1.4 | $27M | 5.3M | 5.02 | |
| 2u | 1.4 | $27M | 354k | 75.19 | |
| Carbonite | 1.4 | $25M | 707k | 35.65 | |
| Ensign (ENSG) | 1.3 | $25M | 652k | 37.92 | |
| Mimecast | 1.3 | $23M | 557k | 41.88 | |
| CONMED Corporation (CNMD) | 1.2 | $22M | 281k | 79.22 | |
| Knight Swift Transn Hldgs (KNX) | 1.2 | $22M | 644k | 34.48 | |
| Paylocity Holding Corporation (PCTY) | 1.1 | $21M | 260k | 80.32 | |
| Evolent Health (EVH) | 1.1 | $21M | 728k | 28.40 | |
| Cornerstone Ondemand | 1.1 | $20M | 352k | 56.75 | |
| Dmc Global (BOOM) | 1.1 | $20M | 479k | 40.80 | |
| Okta Inc cl a (OKTA) | 1.1 | $20M | 277k | 70.36 | |
| NeoGenomics (NEO) | 1.0 | $19M | 1.2M | 15.35 | |
| Trade Desk (TTD) | 1.0 | $18M | 122k | 150.91 | |
| Liveramp Holdings (RAMP) | 1.0 | $19M | 374k | 49.41 | |
| Chart Industries (GTLS) | 1.0 | $18M | 227k | 78.33 | |
| Rush Enterprises (RUSHA) | 0.9 | $17M | 435k | 39.31 | |
| Grand Canyon Education (LOPE) | 0.9 | $17M | 149k | 112.80 | |
| Luxfer Holdings (LXFR) | 0.9 | $17M | 719k | 23.25 | |
| Medicines Company | 0.9 | $16M | 530k | 29.91 | |
| Shotspotter (SSTI) | 0.8 | $15M | 252k | 61.29 | |
| Douglas Dynamics (PLOW) | 0.8 | $15M | 345k | 43.90 | |
| Coupa Software | 0.8 | $15M | 191k | 79.10 | |
| RBC Bearings Incorporated (RBC) | 0.8 | $15M | 99k | 150.36 | |
| Repligen Corporation (RGEN) | 0.8 | $15M | 267k | 55.46 | |
| TechTarget (TTGT) | 0.8 | $14M | 733k | 19.42 | |
| Cardiovascular Systems | 0.8 | $14M | 357k | 39.14 | |
| Argenx Se (ARGX) | 0.8 | $14M | 181k | 75.84 | |
| Acceleron Pharma | 0.7 | $14M | 238k | 57.23 | |
| Oxford Immunotec Global | 0.7 | $14M | 845k | 16.23 | |
| Mindbody | 0.7 | $14M | 338k | 40.65 | |
| Titan Machinery (TITN) | 0.7 | $13M | 843k | 15.49 | |
| Carrizo Oil & Gas | 0.7 | $13M | 505k | 25.20 | |
| Chuys Hldgs (CHUY) | 0.7 | $12M | 465k | 26.25 | |
| Kinsale Cap Group (KNSL) | 0.7 | $12M | 191k | 63.86 | |
| Everbridge, Inc. Cmn (EVBG) | 0.6 | $11M | 198k | 57.64 | |
| Euronet Worldwide (EEFT) | 0.6 | $11M | 110k | 100.22 | |
| Ebix (EBIXQ) | 0.6 | $11M | 138k | 79.15 | |
| Chegg (CHGG) | 0.6 | $11M | 380k | 28.43 | |
| Power Integrations (POWI) | 0.6 | $11M | 167k | 63.20 | |
| AngioDynamics (ANGO) | 0.6 | $11M | 487k | 21.74 | |
| Tennant Company (TNC) | 0.6 | $11M | 139k | 75.95 | |
| Invacare Corporation | 0.6 | $10M | 694k | 14.55 | |
| Lawson Products (DSGR) | 0.6 | $10M | 301k | 33.90 | |
| Amber Road | 0.5 | $9.9M | 1.0M | 9.62 | |
| Albany International (AIN) | 0.5 | $9.8M | 123k | 79.50 | |
| Rapid7 (RPD) | 0.5 | $9.5M | 258k | 36.92 | |
| Nv5 Holding (NVEE) | 0.5 | $9.2M | 107k | 86.70 | |
| Modine Manufacturing (MOD) | 0.5 | $9.0M | 601k | 14.90 | |
| Kaman Corporation | 0.5 | $9.1M | 137k | 66.78 | |
| Propetro Hldg (PUMP) | 0.5 | $9.1M | 551k | 16.49 | |
| Casella Waste Systems (CWST) | 0.5 | $8.8M | 283k | 31.06 | |
| Enanta Pharmaceuticals (ENTA) | 0.5 | $8.8M | 103k | 85.46 | |
| Kindred Biosciences | 0.5 | $8.8M | 632k | 13.95 | |
| Gray Television (GTN) | 0.5 | $8.6M | 490k | 17.50 | |
| Box Inc cl a (BOX) | 0.5 | $8.4M | 351k | 23.91 | |
| PROS Holdings (PRO) | 0.4 | $8.2M | 234k | 35.02 | |
| Gardner Denver Hldgs | 0.4 | $8.0M | 282k | 28.34 | |
| Immunomedics | 0.4 | $7.7M | 369k | 20.83 | |
| Pacira Pharmaceuticals (PCRX) | 0.4 | $7.8M | 158k | 49.15 | |
| Q2 Holdings (QTWO) | 0.4 | $7.8M | 128k | 60.55 | |
| Ironwood Pharmaceuticals (IRWD) | 0.4 | $7.5M | 405k | 18.46 | |
| Sientra | 0.4 | $7.3M | 305k | 23.88 | |
| Ligand Pharmaceuticals In (LGND) | 0.4 | $7.1M | 26k | 274.48 | |
| Resolute Energy | 0.4 | $7.2M | 190k | 37.81 | |
| Upland Software (UPLD) | 0.4 | $7.0M | 218k | 32.31 | |
| Hubspot (HUBS) | 0.4 | $6.9M | 45k | 150.95 | |
| Tree (TREE) | 0.4 | $6.9M | 30k | 230.11 | |
| Twilio Inc cl a (TWLO) | 0.4 | $6.8M | 79k | 86.28 | |
| Dex (DXCM) | 0.4 | $6.7M | 47k | 143.04 | |
| Rudolph Technologies | 0.3 | $6.4M | 262k | 24.45 | |
| Hawaiian Holdings | 0.3 | $6.3M | 156k | 40.10 | |
| Texas Capital Bancshares (TCBI) | 0.3 | $6.3M | 77k | 82.65 | |
| Harvard Bioscience (HBIO) | 0.3 | $5.9M | 1.1M | 5.25 | |
| Echo Global Logistics | 0.3 | $5.5M | 179k | 30.95 | |
| Macrogenics (MGNX) | 0.3 | $5.3M | 247k | 21.44 | |
| Pure Storage Inc - Class A (PSTG) | 0.3 | $5.4M | 208k | 25.95 | |
| Triton International | 0.3 | $5.4M | 162k | 33.27 | |
| Tactile Systems Technology, In (TCMD) | 0.3 | $5.3M | 75k | 71.04 | |
| Ceva (CEVA) | 0.3 | $5.1M | 179k | 28.75 | |
| Stamps | 0.3 | $5.1M | 23k | 226.21 | |
| Mellanox Technologies | 0.3 | $5.2M | 71k | 73.45 | |
| Insulet Corporation (PODD) | 0.3 | $5.2M | 49k | 105.94 | |
| Qts Realty Trust | 0.3 | $5.1M | 120k | 42.67 | |
| Esperion Therapeutics (ESPR) | 0.3 | $4.9M | 112k | 44.37 | |
| Freshpet (FRPT) | 0.3 | $4.8M | 132k | 36.70 | |
| Htg Molecular Diagnostics | 0.3 | $4.8M | 941k | 5.05 | |
| Victory Cap Hldgs (VCTR) | 0.3 | $4.8M | 503k | 9.54 | |
| Mobile Mini | 0.2 | $4.6M | 104k | 43.85 | |
| Apptio Inc cl a | 0.2 | $4.6M | 125k | 36.96 | |
| Radware Ltd ord (RDWR) | 0.2 | $4.3M | 164k | 26.47 | |
| Atlas Financial Holdings | 0.2 | $4.4M | 442k | 10.05 | |
| Advanced Disposal Services I | 0.2 | $4.3M | 160k | 27.08 | |
| West Pharmaceutical Services (WST) | 0.2 | $4.2M | 34k | 123.48 | |
| Qualys (QLYS) | 0.2 | $4.2M | 47k | 89.10 | |
| Aerohive Networks | 0.2 | $4.0M | 972k | 4.12 | |
| WNS | 0.2 | $3.9M | 77k | 50.76 | |
| Cyberark Software (CYBR) | 0.2 | $3.9M | 48k | 79.84 | |
| Encore Capital (ECPG) | 0.2 | $3.7M | 103k | 35.85 | |
| Perficient (PRFT) | 0.2 | $3.7M | 138k | 26.65 | |
| CAI International | 0.2 | $3.7M | 163k | 22.87 | |
| Proto Labs (PRLB) | 0.2 | $3.8M | 23k | 161.76 | |
| Ptc (PTC) | 0.2 | $3.7M | 35k | 106.19 | |
| Gtt Communications | 0.2 | $3.6M | 84k | 43.40 | |
| Extreme Networks (EXTR) | 0.2 | $3.5M | 641k | 5.48 | |
| Vericel (VCEL) | 0.2 | $3.5M | 247k | 14.15 | |
| Ultimate Software | 0.2 | $3.4M | 10k | 322.15 | |
| Nutanix Inc cl a (NTNX) | 0.2 | $3.3M | 77k | 42.72 | |
| Cytomx Therapeutics (CTMX) | 0.2 | $3.1M | 167k | 18.50 | |
| Autolus Therapeutics Plc spon ads (AUTL) | 0.2 | $3.1M | 101k | 30.67 | |
| Nexstar Broadcasting (NXST) | 0.2 | $3.0M | 37k | 81.40 | |
| Teradyne (TER) | 0.2 | $2.9M | 78k | 36.98 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.2 | $2.9M | 197k | 14.74 | |
| BGC Partners | 0.1 | $2.8M | 239k | 11.82 | |
| Hudson Technologies (HDSN) | 0.1 | $2.7M | 2.1M | 1.28 | |
| Profire Energy | 0.1 | $2.7M | 856k | 3.19 | |
| Vonage Holdings | 0.1 | $2.7M | 187k | 14.16 | |
| Inphi Corporation | 0.1 | $2.5M | 66k | 37.98 | |
| Zafgen | 0.1 | $2.5M | 217k | 11.69 | |
| Cloudera | 0.1 | $2.6M | 147k | 17.65 | |
| Cogent Communications (CCOI) | 0.1 | $2.3M | 42k | 55.80 | |
| Sangamo Biosciences (SGMO) | 0.1 | $2.4M | 143k | 16.95 | |
| Genesee & Wyoming | 0.1 | $2.3M | 26k | 90.97 | |
| Ring Energy (REI) | 0.1 | $2.4M | 246k | 9.91 | |
| Biolife Solutions (BLFS) | 0.1 | $2.4M | 135k | 17.50 | |
| New Relic | 0.1 | $2.4M | 25k | 94.23 | |
| Cytosorbents (CTSO) | 0.1 | $2.4M | 187k | 12.90 | |
| James River Group Holdings L (JRVR) | 0.1 | $2.4M | 57k | 42.63 | |
| Editas Medicine (EDIT) | 0.1 | $2.4M | 76k | 31.82 | |
| Intellia Therapeutics (NTLA) | 0.1 | $2.4M | 82k | 28.62 | |
| Xeris Pharmaceuticals | 0.1 | $2.3M | 131k | 17.58 | |
| Silicon Laboratories (SLAB) | 0.1 | $2.3M | 25k | 91.81 | |
| Proofpoint | 0.1 | $2.2M | 21k | 106.33 | |
| Wageworks | 0.1 | $2.2M | 52k | 42.75 | |
| Zscaler Incorporated (ZS) | 0.1 | $2.2M | 54k | 40.78 | |
| Finisar Corporation | 0.1 | $2.1M | 109k | 19.05 | |
| Monolithic Power Systems (MPWR) | 0.1 | $2.1M | 16k | 125.55 | |
| Imperva | 0.1 | $2.0M | 43k | 46.45 | |
| Cidara Therapeutics Inc Common Stock Usd 0.0001 | 0.1 | $2.1M | 480k | 4.40 | |
| Crispr Therapeutics (CRSP) | 0.1 | $2.1M | 47k | 44.36 | |
| Liquidity Services (LQDT) | 0.1 | $1.8M | 281k | 6.35 | |
| Trupanion (TRUP) | 0.1 | $1.9M | 54k | 35.74 | |
| Paratek Pharmaceuticals | 0.1 | $1.8M | 184k | 9.70 | |
| Digital Turbine (APPS) | 0.1 | $1.9M | 1.5M | 1.24 | |
| Fennec Pharmaceuticals (FENC) | 0.1 | $1.8M | 223k | 8.20 | |
| Neuronetics (STIM) | 0.1 | $1.8M | 55k | 32.05 | |
| Computer Task | 0.1 | $1.6M | 303k | 5.22 | |
| Carolina Financial | 0.1 | $1.6M | 43k | 37.72 | |
| Cryoport Inc Com Par $0 001 (CYRX) | 0.1 | $1.6M | 123k | 12.81 | |
| Adesto Technologies | 0.1 | $1.7M | 279k | 5.95 | |
| Viveve Med | 0.1 | $1.7M | 636k | 2.68 | |
| Vistra Energy (VST) | 0.1 | $1.6M | 64k | 24.88 | |
| Spero Therapeutics (SPRO) | 0.1 | $1.7M | 157k | 10.51 | |
| Newmark Group (NMRK) | 0.1 | $1.7M | 155k | 11.19 | |
| Iterum Therapeutics | 0.1 | $1.7M | 251k | 6.62 | |
| Joint (JYNT) | 0.1 | $1.4M | 162k | 8.55 | |
| Akamai Technologies (AKAM) | 0.1 | $1.3M | 18k | 73.15 | |
| Zagg | 0.1 | $1.3M | 85k | 14.75 | |
| Sotherly Hotels (SOHO) | 0.1 | $1.2M | 169k | 7.20 | |
| Enserv | 0.1 | $1.3M | 1.6M | 0.79 | |
| Melinta Therapeutics | 0.1 | $1.3M | 317k | 3.95 | |
| Live Nation Entertainment (LYV) | 0.1 | $1.2M | 21k | 54.45 | |
| Nuvectra | 0.1 | $1.1M | 51k | 21.98 | |
| Supernus Pharmaceuticals (SUPN) | 0.1 | $973k | 19k | 50.36 | |
| Fulgent Genetics (FLGT) | 0.1 | $894k | 228k | 3.93 | |
| Jounce Therapeutics | 0.1 | $879k | 135k | 6.50 | |
| Match | 0.0 | $653k | 11k | 57.95 | |
| Tocagen | 0.0 | $662k | 43k | 15.58 | |
| Nabriva Therapeutics | 0.0 | $668k | 247k | 2.70 | |
| Angi Homeservices (ANGI) | 0.0 | $704k | 30k | 23.49 | |
| Genomic Health | 0.0 | $463k | 6.6k | 70.15 | |
| AVEO Pharmaceuticals | 0.0 | $595k | 180k | 3.31 | |
| Achaogen | 0.0 | $585k | 147k | 3.99 | |
| Haemonetics Corporation (HAE) | 0.0 | $292k | 2.6k | 114.51 | |
| Bottomline Technologies | 0.0 | $320k | 4.4k | 72.73 | |
| Calavo Growers (CVGW) | 0.0 | $306k | 3.2k | 96.56 | |
| Cancer Genetics | 0.0 | $289k | 278k | 1.04 | |
| Balchem Corporation (BCPC) | 0.0 | $256k | 2.3k | 112.04 | |
| Pegasystems (PEGA) | 0.0 | $236k | 3.8k | 62.60 | |
| Neogen Corporation (NEOG) | 0.0 | $253k | 3.5k | 71.61 | |
| Healthequity (HQY) | 0.0 | $244k | 2.6k | 94.57 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $223k | 4.3k | 51.67 | |
| Proteostasis Therapeutics In | 0.0 | $197k | 82k | 2.41 | |
| Firstcash | 0.0 | $230k | 2.8k | 81.85 | |
| Arsanis | 0.0 | $169k | 104k | 1.62 |
