Granahan Investment Management, LLC
Net seller this quarter
$2.81B
150
-$140M
34.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PRCH | $186M | 6.64% | 9.70% | -2.2% | Q4 2020 |
 SIMO | $149M | 5.29% | 0.33% | +128.3% | Q1 2021 |
 FPS | $101M | 3.60% | Not reported | -12.7% | Q1 2026 |
 INDI | $87.2M | 3.11% | Not reported | -4.3% | Q3 2022 |
 VCTR | $85.3M | 3.04% | 1.65% | -6.6% | Q1 2018 |
 FTAI | $79.5M | 2.83% | 0.29% | -13.7% | Q4 2024 |
 MRX | $76.4M | 2.72% | 1.72% | +2.5% | Q2 2024 |
 MOD | $70.4M | 2.51% | 0.50% | -30.2% | Q2 2013 |
 CRS | $59.8M | 2.13% | 0.20% | -59.5% | Q1 2024 |
 NXT | $59.1M | 2.11% | 0.36% | +16.9% | Q1 2024 |
 MGNI | $58.5M | 2.09% | 2.15% | +20.8% | Q2 2020 |
 AXON | $54.3M | 1.93% | 0.12% | +6.8% | Q1 2017 |
 ONTO | $53.6M | 1.91% | 0.29% | -28.8% | Q4 2019 |
 TTMI | $50.4M | 1.79% | 0.26% | -17.8% | Q4 2025 |
 LGND | $46.5M | 1.66% | 0.74% | +509.3% | Q1 2015 |
 KRUS | $46.2M | 1.64% | Not reported | +31.9% | Q2 2024 |
 RGEN | $45.3M | 1.62% | 0.59% | +282.1% | Q4 2017 |
 APPS | $45.1M | 1.61% | 2.89% | -50.9% | Q3 2017 |
 LTH | $44.3M | 1.58% | 0.49% | -9.7% | Q4 2021 |
 GENI | $42.6M | 1.52% | 70.24% | +30.5% | Q2 2021 |
 CWST | $42.3M | 1.51% | Not reported | +74.3% | Q2 2018 |
 QXO | $40.2M | 1.43% | 0.32% | +54.2% | Q3 2024 |
 GNRC | $36M | 1.28% | 0.21% | +829.9% | Q1 2026 |
 ZETA | $34.6M | 1.23% | Not reported | +71.6% | Q2 2021 |
 KRNT | $34.4M | 1.23% | 4.58% | -7.8% | Q3 2015 |
 TWST | $32.4M | 1.15% | 0.50% | New | Q2 2026 |
 DAVE | $31.6M | 1.13% | Not reported | +29.7% | Q3 2025 |
 SIBN | $31.5M | 1.12% | 4.32% | +11.1% | Q4 2020 |
 FROG | $27.2M | 0.97% | 0.24% | +130.3% | Q2 2023 |
 FIGR | $25.9M | 0.92% | Not reported | -10.0% | Q3 2025 |
 CLBT | $24.3M | 0.86% | 0.67% | -4.5% | Q1 2024 |
 GTES | $23.6M | 0.84% | 0.33% | +8.9% | Q2 2024 |
 GLBE | $22M | 0.78% | 0.37% | +15.8% | Q2 2025 |
 GRAL | $21.9M | 0.78% | 0.72% | +547.2% | Q4 2025 |
 RBC | $21.9M | 0.78% | 0.10% | -11.6% | Q2 2013 |
 CAVA | $20.8M | 0.74% | 0.23% | -12.7% | Q4 2025 |
 KIDS | $20.8M | 0.74% | 4.23% | +21.1% | Q1 2019 |
 MTRN | $20.8M | 0.74% | 0.34% | -51.7% | Q1 2019 |
 DSGX | $20.6M | 0.73% | 0.35% | +438.0% | Q3 2023 |
 QNT | $19.1M | 0.68% | Not reported | New | Q2 2026 |
 TOST | $19.1M | 0.68% | 0.31% | +71.8% | Q2 2022 |
 TCBI | $19M | 0.68% | 0.42% | +7.4% | Q3 2015 |
 SN | $18.9M | 0.67% | 0.09% | -5.7% | Q2 2024 |
 CELC | $18.7M | 0.67% | 0.37% | +101.6% | Q3 2025 |
 UMAC | $18.5M | 0.66% | 1.66% | -18.4% | Q4 2025 |
 FWRG | $17.6M | 0.63% | 2.21% | +25.4% | Q4 2021 |
 NTNX | $17.2M | 0.61% | 0.12% | +115.5% | Q3 2016 |
 LASR | $16.5M | 0.59% | 0.41% | +27.9% | Q1 2026 |
 VECO | $15.5M | 0.55% | 0.34% | +6.3% | Q2 2021 |
 STOK | $15.1M | 0.54% | 0.74% | +37.6% | Q2 2022 |
| Q1 2026 | |||||
| CRS | $94.4M | 4.57% | 0.48% | -10.4% | Q1 2024 |
| PRCH | $90.9M | 4.40% | 10.18% | +9.4% | Q4 2020 |
| FTAI | $83.4M | 4.03% | 0.33% | -2.0% | Q4 2024 |
| MOD | $81.8M | 3.96% | 0.72% | +15.7% | Q2 2013 |
| VCTR | $71.2M | 3.44% | 1.74% | +1.1% | Q1 2018 |
| INDI | $65.3M | 3.16% | Not reported | +17.8% | Q3 2022 |
| FPS | $60.6M | 2.93% | Not reported | New | Q1 2026 |
| MRX | $54.6M | 2.64% | 1.68% | -11.1% | Q2 2024 |
| NXT | $51.2M | 2.47% | 0.31% | +10.3% | Q1 2024 |
| KRUS | $42.4M | 2.05% | Not reported | -22.8% | Q2 2024 |
| ONTO | $40.7M | 1.97% | 0.40% | +1.0% | Q4 2019 |
| AXON | $38.5M | 1.86% | 0.11% | +19.8% | Q1 2017 |
 FIX | $35.9M | 1.74% | 0.07% | 0.0% | Q2 2013 |
| KRNT | $33.7M | 1.63% | 4.97% | -10.6% | Q3 2015 |
| LTH | $32.3M | 1.56% | 0.54% | -27.7% | Q4 2021 |
| TTMI | $31.9M | 1.54% | 0.32% | +32.4% | Q4 2025 |
| FIGR | $31.8M | 1.54% | Not reported | +40.6% | Q3 2025 |
| MGNI | $30.3M | 1.47% | 1.78% | -18.1% | Q2 2020 |
| QXO | $29.3M | 1.42% | 0.21% | +88.8% | Q3 2024 |
 SMTC | $28.5M | 1.38% | 0.40% | -11.4% | Q1 2024 |
| CAVA | $24.6M | 1.19% | 0.26% | +31.7% | Q4 2025 |
 RMBS | $24.1M | 1.17% | 0.26% | +5.6% | Q2 2024 |
 SRAD | $24.1M | 1.17% | Not reported | -13.8% | Q3 2024 |
| CLBT | $24M | 1.16% | 0.70% | -43.1% | Q1 2024 |
| GENI | $23.9M | 1.15% | 53.84% | -31.5% | Q2 2021 |
| SIBN | $22M | 1.06% | 3.93% | +97.6% | Q4 2020 |
| SIMO | $21.9M | 1.06% | 0.15% | -14.8% | Q1 2021 |
 YSS | $21.5M | 1.04% | 0.76% | New | Q1 2026 |
| RBC | $20.9M | 1.01% | 0.12% | -21.1% | Q2 2013 |
| MTRN | $20.9M | 1.01% | 0.70% | +4.5% | Q1 2019 |
| APPS | $20.5M | 0.99% | 5.91% | +12.0% | Q3 2017 |
| CWST | $19.9M | 0.96% | Not reported | -2.9% | Q2 2018 |
| GTES | $17.5M | 0.85% | 0.31% | -7.2% | Q2 2024 |
| GLBE | $16.9M | 0.82% | 0.32% | -54.1% | Q2 2025 |
 ARLO | $16.6M | 0.80% | 1.08% | +245.6% | Q3 2025 |
| ZETA | $16.3M | 0.79% | Not reported | -60.9% | Q2 2021 |
| TCBI | $16.3M | 0.79% | 0.39% | -3.9% | Q3 2015 |
 AMRC | $16.1M | 0.78% | Not reported | -25.7% | Q2 2021 |
 LEU | $15.6M | 0.75% | 0.66% | +19.2% | Q1 2025 |
| KIDS | $14.2M | 0.69% | 3.55% | +35.1% | Q1 2019 |
 STRL | $14M | 0.68% | 0.11% | -42.0% | Q4 2025 |
| SN | $14M | 0.67% | 0.09% | +16.7% | Q2 2024 |
 COMP | $13.8M | 0.67% | 0.25% | -39.9% | Q4 2023 |
 BLFS | $13.8M | 0.67% | 1.48% | +49.7% | Q2 2018 |
 ALHC | $13.8M | 0.67% | 0.38% | +4.1% | Q2 2025 |
| UMAC | $12.6M | 0.61% | 2.13% | -12.0% | Q4 2025 |
 AIP | $11.7M | 0.57% | 1.55% | +201.0% | Q4 2021 |
| FWRG | $11.4M | 0.55% | 1.77% | -25.0% | Q4 2021 |
| DAVE | $11.4M | 0.55% | Not reported | +3325.5% | Q3 2025 |
 IRTC | $11.3M | 0.55% | 0.29% | +567.9% | Q4 2020 |
| Q4 2025 | |||||
| PRCH | $106M | 4.53% | 9.34% | +20.3% | Q4 2020 |
| GENI | $86.5M | 3.71% | 78.54% | -1.6% | Q2 2021 |
| CRS | $84.1M | 3.60% | 0.54% | -0.8% | Q1 2024 |
| FTAI | $68.4M | 2.93% | 0.34% | +29.9% | Q4 2024 |
| VCTR | $67.8M | 2.90% | 1.68% | -10.3% | Q1 2018 |
 ODD | $61.2M | 2.62% | Not reported | +1.1% | Q3 2023 |
| INDI | $60.8M | 2.60% | Not reported | -1.5% | Q3 2022 |
| CLBT | $55.1M | 2.36% | 1.23% | +16.3% | Q1 2024 |
| ZETA | $53.3M | 2.28% | Not reported | +110.3% | Q2 2021 |
| MRX | $52.8M | 2.26% | 1.89% | +30.5% | Q2 2024 |
| MGNI | $50.6M | 2.17% | 2.18% | -19.6% | Q2 2020 |
| GLBE | $46.9M | 2.01% | 0.71% | -2.4% | Q2 2025 |
| LTH | $44.1M | 1.89% | 0.75% | -2.0% | Q4 2021 |
| MOD | $43.6M | 1.87% | 0.62% | +74.7% | Q2 2013 |
| AXON | $43M | 1.84% | 0.09% | -2.2% | Q1 2017 |
| KRUS | $41.2M | 1.76% | Not reported | +17.3% | Q2 2024 |
 PHR | $40.6M | 1.74% | 3.98% | +73.8% | Q4 2020 |
| SRAD | $39.7M | 1.70% | Not reported | -11.8% | Q3 2024 |
| KRNT | $37M | 1.58% | 5.55% | +31.4% | Q3 2015 |
| TOST | $36.8M | 1.58% | 0.47% | -16.2% | Q2 2022 |
| NXT | $33.5M | 1.44% | 0.28% | -7.3% | Q1 2024 |
| COMP | $33.1M | 1.42% | 0.56% | -34.8% | Q4 2023 |
| APPS | $31.7M | 1.36% | 5.31% | +11.1% | Q3 2017 |
| ONTO | $31M | 1.33% | 0.40% | +165.3% | Q4 2019 |
| SMTC | $30.8M | 1.32% | 0.45% | -34.8% | Q1 2024 |
| FIGR | $27.2M | 1.16% | Not reported | +45.1% | Q3 2025 |
| CWST | $25.2M | 1.08% | Not reported | -18.0% | Q2 2018 |
| AMRC | $24.8M | 1.06% | Not reported | -4.7% | Q2 2021 |
| RMBS | $24.4M | 1.04% | 0.25% | +11.4% | Q2 2024 |
| FIX | $24.3M | 1.04% | 0.07% | -71.9% | Q2 2013 |
| FWRG | $21.9M | 0.94% | 2.37% | -13.0% | Q4 2021 |
| RBC | $21.9M | 0.94% | 0.15% | +6.3% | Q2 2013 |
| SIMO | $21.2M | 0.91% | 0.17% | +10.3% | Q1 2021 |
 KVYO | $19.7M | 0.84% | Not reported | +94.7% | Q3 2023 |
 WLTH | $18.8M | 0.81% | 3.19% | New | Q4 2025 |
 STEP | $18.5M | 0.79% | Not reported | -24.3% | Q3 2024 |
| LEU | $18.3M | 0.78% | 0.55% | -55.4% | Q1 2025 |
| STRL | $18.1M | 0.78% | 0.19% | New | Q4 2025 |
| GTES | $17.9M | 0.77% | 0.33% | +22.3% | Q2 2024 |
| SIBN | $17.4M | 0.74% | 2.02% | -15.3% | Q4 2020 |
| MTRN | $17.2M | 0.74% | 0.67% | +46.6% | Q1 2019 |
| TTMI | $17.1M | 0.73% | 0.24% | New | Q4 2025 |
| TCBI | $16.1M | 0.69% | 0.39% | +5.1% | Q3 2015 |
| QXO | $15.4M | 0.66% | 0.12% | +28.8% | Q3 2024 |
 HUBS | $15.2M | 0.65% | 0.07% | +57.3% | Q2 2015 |
| ALHC | $14.8M | 0.63% | 0.37% | +29.1% | Q2 2025 |
| UMAC | $14.7M | 0.63% | 3.06% | New | Q4 2025 |
 ENVX | $14.4M | 0.61% | 0.91% | +12.3% | Q3 2021 |
| CAVA | $13.5M | 0.58% | 0.20% | New | Q4 2025 |
 CRDO | $13.2M | 0.57% | 0.05% | +9.4% | Q1 2025 |
| Q3 2025 | |||||
| PRCH | $162M | 6.62% | 7.86% | -17.2% | Q4 2020 |
| GENI | $98.8M | 4.04% | 43.12% | -4.3% | Q2 2021 |
| ODD | $93.9M | 3.84% | Not reported | +11.2% | Q3 2023 |
| MGNI | $84.4M | 3.45% | 2.70% | +6.3% | Q2 2020 |
| VCTR | $77.6M | 3.18% | 1.84% | +0.3% | Q1 2018 |
| FIX | $76.6M | 3.13% | 0.26% | +35.2% | Q2 2013 |
| INDI | $71.1M | 2.91% | Not reported | -10.3% | Q3 2022 |
| CRS | $66.2M | 2.71% | 0.54% | +16.3% | Q1 2024 |
| AXON | $55.6M | 2.28% | 0.10% | -7.4% | Q1 2017 |
| LEU | $52.3M | 2.14% | 1.23% | -18.4% | Q1 2025 |
| SRAD | $50.9M | 2.09% | Not reported | -17.6% | Q3 2024 |
| CLBT | $48.7M | 1.99% | 1.08% | +1108.5% | Q1 2024 |
| LTH | $46.7M | 1.91% | 0.77% | +1.4% | Q4 2021 |
| SMTC | $45.8M | 1.88% | 0.74% | -35.3% | Q1 2024 |
| TOST | $45.2M | 1.85% | 0.56% | -23.2% | Q2 2022 |
| FTAI | $44.6M | 1.83% | 0.26% | +114.1% | Q4 2024 |
| GLBE | $43.7M | 1.79% | 0.72% | +30.8% | Q2 2025 |
 SPSC | $41.3M | 1.69% | 1.05% | +6.5% | Q2 2013 |
| KRUS | $39.9M | 1.63% | Not reported | +125.4% | Q2 2024 |
| COMP | $38.6M | 1.58% | 0.86% | +7.8% | Q4 2023 |
| APPS | $36.6M | 1.50% | 5.11% | +77.2% | Q3 2017 |
| MRX | $35.5M | 1.45% | 1.46% | -49.2% | Q2 2024 |
| PHR | $32.5M | 1.33% | 2.30% | +6.0% | Q4 2020 |
| NXT | $30.7M | 1.26% | 0.30% | +219.8% | Q1 2024 |
| AMRC | $29.9M | 1.22% | Not reported | +108.4% | Q2 2021 |
| CWST | $29.8M | 1.22% | Not reported | +0.6% | Q2 2018 |
 ACHR | $28.2M | 1.15% | 0.46% | -9.3% | Q1 2022 |
| MOD | $26.6M | 1.09% | 0.36% | +76.2% | Q2 2013 |
| KRNT | $26.4M | 1.08% | 4.25% | +6.9% | Q3 2015 |
| FWRG | $26.1M | 1.07% | 2.73% | +1.2% | Q4 2021 |
| STEP | $24.9M | 1.02% | Not reported | +176.5% | Q3 2024 |
| RMBS | $24.8M | 1.02% | 0.22% | +83.3% | Q2 2024 |
| ZETA | $24.7M | 1.01% | Not reported | +65.3% | Q2 2021 |
 CSGP | $22.8M | 0.93% | 0.06% | -10.2% | Q2 2013 |
| DSGX | $20.3M | 0.83% | 0.25% | -39.3% | Q3 2023 |
| SIMO | $19.7M | 0.81% | 0.15% | +59.7% | Q1 2021 |
| RBC | $17.9M | 0.73% | 0.14% | -26.0% | Q2 2013 |
| ENVX | $17.4M | 0.71% | 0.81% | +17.5% | Q3 2021 |
| GTES | $16.9M | 0.69% | 0.26% | -26.5% | Q2 2024 |
 TRNS | $16.7M | 0.68% | 2.45% | 0.0% | Q3 2024 |
| FIGR | $16.7M | 0.68% | Not reported | New | Q3 2025 |
| STKL | $16M | 0.65% | 2.31% | -25.2% | Q3 2023 |
 EXK | $15.4M | 0.63% | 0.11% | -12.6% | Q4 2013 |
| SIBN | $15.3M | 0.63% | 2.40% | -17.8% | Q4 2020 |
 FOUR | $15.2M | 0.62% | 0.24% | -23.4% | Q1 2024 |
| TCBI | $14.4M | 0.59% | 0.37% | -6.7% | Q3 2015 |
| KIDS | $14.1M | 0.58% | 3.03% | -21.4% | Q1 2019 |
 ELF | $13.1M | 0.54% | 0.17% | +12.2% | Q4 2024 |
 TSEM | $12.9M | 0.53% | 0.16% | +42.6% | Q1 2025 |
| NTNX | $12.9M | 0.53% | 0.06% | -10.3% | Q3 2016 |