Portolan Capital Management, LLC
Net buyer this quarter
$2.67B
148
+$177M
29.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VPG | $151M | 5.66% | 8.23% | -1.2% | Q4 2024 |
 VIRT | $128M | 4.78% | Not reported | +76.8% | Q3 2024 |
 TTMI | $95M | 3.56% | 0.48% | -30.2% | Q1 2024 |
 MOD | $83.8M | 3.14% | 0.59% | -23.9% | Q4 2022 |
 QLYS | $72.8M | 2.73% | 1.53% | +121.7% | Q4 2013 |
 FOUR | $54.2M | 2.03% | 1.40% | +419.9% | Q3 2023 |
 MEC | $48.7M | 1.82% | 5.10% | +58.2% | Q4 2025 |
 ENVA | $47.9M | 1.79% | 0.80% | +145.7% | Q3 2020 |
 SMTC | $47.7M | 1.79% | 0.32% | -11.4% | Q1 2024 |
 CLS | $46.3M | 1.73% | 0.11% | -35.9% | Q2 2023 |
 UTHR | $44.2M | 1.65% | 0.19% | +28.5% | Q4 2015 |
 GENI | $42.6M | 1.59% | 70.26% | +151.7% | Q4 2022 |
 POWL | $41.7M | 1.56% | 0.40% | -36.0% | Q4 2024 |
 PENG | $41.5M | 1.55% | 1.07% | Not reported | Q2 2023 |
 DAVE | $39.2M | 1.47% | Not reported | -0.1% | Q4 2025 |
 FLEX | $37.1M | 1.39% | 0.06% | -48.3% | Q3 2022 |
 ALNT | $37M | 1.39% | 2.12% | +11.2% | Q3 2025 |
 PRCH | $36.9M | 1.38% | 1.92% | +14.5% | Q4 2020 |
 AKAM | $36.7M | 1.37% | 0.22% | -26.7% | Q2 2013 |
 CADL | $36M | 1.35% | 4.59% | +20.6% | Q4 2024 |
 TLN | $34.7M | 1.30% | 0.19% | +10.7% | Q3 2024 |
 RRX | $32.8M | 1.23% | 0.21% | +154.7% | Q2 2025 |
 LNTH | $32M | 1.20% | 0.44% | -30.8% | Q1 2023 |
 BIIB | $30.9M | 1.16% | 0.10% | +20.6% | Q4 2025 |
 VECO | $30.4M | 1.14% | 0.66% | +58.5% | Q1 2026 |
 LUXE | $30.1M | 1.13% | 2.90% | +8.6% | Q1 2023 |
 ZETA | $29.6M | 1.11% | Not reported | +209.0% | Q3 2023 |
 CLBT | $28.2M | 1.06% | 0.77% | -11.4% | Q1 2024 |
 SRAD | $27.2M | 1.02% | Not reported | Not reported | Q3 2024 |
 GOOS | $26.2M | 0.98% | Not reported | -14.5% | Q4 2024 |
 BAND | $26.1M | 0.98% | Not reported | Not reported | Q2 2018 |
 WRBY | $25.6M | 0.96% | 0.75% | +68.5% | Q1 2023 |
 KTB | $24.3M | 0.91% | 0.53% | New | Q2 2026 |
 OSK | $24.2M | 0.91% | 0.25% | +766.9% | Q4 2025 |
 ECPG | $23.9M | 0.89% | 1.21% | Not reported | Q2 2013 |
 TWLO | $23.8M | 0.89% | 0.08% | +54.3% | Q1 2017 |
 SEZL | $23.3M | 0.87% | 0.40% | +93.8% | Q4 2024 |
 RELY | $22.8M | 0.85% | 0.48% | +45.8% | Q1 2024 |
 ACMR | $22.5M | 0.84% | 0.42% | +113.1% | Q1 2023 |
 ESI | $22.4M | 0.84% | 0.19% | +112.1% | Q1 2026 |
 NOK | $21.9M | 0.82% | 0.03% | -31.3% | Q1 2020 |
 BB | $21.7M | 0.81% | 0.29% | New | Q2 2026 |
 IFF | $21.3M | 0.80% | 0.11% | New | Q2 2026 |
 PLSE | $20.9M | 0.78% | 1.06% | +2.7% | Q3 2025 |
 MOG.A | $20.9M | 0.78% | Not reported | +67.4% | Q1 2026 |
 REAX | $20.1M | 0.75% | 5.25% | -24.0% | Q1 2025 |
 CDNA | $19.5M | 0.73% | 1.33% | +101.2% | Q2 2022 |
 PARR | $19.2M | 0.72% | 0.68% | -50.7% | Q2 2022 |
 VSH | $18.9M | 0.71% | 0.27% | New | Q2 2026 |
 TTWO | $18.1M | 0.68% | 0.04% | +125.0% | Q2 2013 |
| Q1 2026 | |||||
| MOD | $89.3M | 4.75% | 0.78% | -23.1% | Q4 2022 |
| TTMI | $70.9M | 3.77% | 0.70% | -36.6% | Q1 2024 |
| CLS | $55.7M | 2.97% | 0.17% | +14.9% | Q2 2023 |
| VIRT | $53.3M | 2.84% | Not reported | +222.1% | Q3 2024 |
| AKAM | $48.6M | 2.59% | 0.29% | -19.2% | Q2 2013 |
| VPG | $44.3M | 2.36% | 8.32% | +16.2% | Q4 2024 |
| PARR | $43.5M | 2.31% | 1.42% | Not reported | Q2 2022 |
| POWL | $41M | 2.18% | 0.21% | -4.2% | Q4 2024 |
 BIDU | $40.8M | 2.17% | Not reported | +39.0% | Q2 2013 |
 PBF | $38.1M | 2.03% | Not reported | Not reported | Q4 2013 |
| UTHR | $37.6M | 2.00% | 0.15% | +72.6% | Q4 2015 |
| REAX | $36.3M | 1.93% | 6.90% | +34.7% | Q1 2025 |
| GOOS | $35.3M | 1.88% | Not reported | +50.5% | Q4 2024 |
 CRGY | $35.1M | 1.87% | 0.79% | +6419.2% | Q4 2025 |
 CSTL | $33.1M | 1.76% | 4.46% | -21.9% | Q3 2019 |
| LNTH | $31.7M | 1.68% | 0.64% | -12.3% | Q1 2023 |
| CLBT | $30.1M | 1.60% | 0.87% | +69.4% | Q1 2024 |
| LUXE | $29.9M | 1.59% | 2.72% | +40.3% | Q1 2023 |
| FLEX | $29M | 1.54% | 0.12% | -5.1% | Q3 2022 |
 FN | $28.6M | 1.52% | 0.15% | +403.4% | Q4 2013 |
 ECO | $27.3M | 1.45% | 1.52% | +233.0% | Q4 2025 |
| TLN | $26M | 1.39% | 0.18% | +8.8% | Q3 2024 |
| SMTC | $25.6M | 1.36% | 0.36% | -34.7% | Q1 2024 |
 CNR | $24.8M | 1.32% | 0.47% | +82.0% | Q4 2025 |
 MUSA | $23.8M | 1.26% | 0.26% | New | Q1 2026 |
| BIIB | $21.7M | 1.16% | 0.08% | +39.4% | Q4 2025 |
 KRUS | $21M | 1.12% | Not reported | +57.9% | Q1 2021 |
| QLYS | $21M | 1.12% | 0.68% | +361.0% | Q4 2013 |
 JBL | $20.5M | 1.09% | 0.07% | +9.2% | Q4 2024 |
 CRCL | $20.4M | 1.09% | Not reported | New | Q1 2026 |
 DHT | $19.9M | 1.06% | 0.68% | Not reported | Q4 2020 |
| NOK | $19.2M | 1.02% | 0.04% | +122.5% | Q1 2020 |
| ALNT | $19.1M | 1.02% | 1.90% | +7.1% | Q3 2025 |
 PRIM | $18.7M | 0.99% | 0.24% | +23.6% | Q2 2024 |
| DAVE | $18.4M | 0.98% | Not reported | +139.6% | Q4 2025 |
 KTOS | $18.3M | 0.97% | 0.14% | -11.6% | Q2 2023 |
 MAMA | $18.1M | 0.96% | 2.89% | -5.5% | Q2 2024 |
 ADEA | $17.5M | 0.93% | 0.66% | +184.7% | Q4 2025 |
 UPWK | $17.2M | 0.92% | 1.27% | +118.2% | Q1 2025 |
| PLSE | $15.8M | 0.84% | 1.07% | +86.4% | Q3 2025 |
| PRCH | $15.4M | 0.82% | 1.72% | +3.0% | Q4 2020 |
 HAFN | $14.8M | 0.79% | 0.39% | New | Q1 2026 |
| MEC | $14.7M | 0.78% | 4.02% | +60.1% | Q4 2025 |
| CADL | $14.2M | 0.75% | 3.95% | +70.7% | Q4 2024 |
 LASR | $12.9M | 0.68% | 0.40% | -61.8% | Q3 2025 |
| GENI | $12.4M | 0.66% | 27.91% | -5.0% | Q4 2022 |
 AS | $11.8M | 0.63% | 0.06% | New | Q1 2026 |
 EBAY | $11.5M | 0.61% | 0.03% | +116.9% | Q3 2020 |
 PKE | $11.2M | 0.60% | 2.06% | +67.6% | Q3 2025 |
| ENVA | $11M | 0.58% | 0.32% | -17.3% | Q3 2020 |
| Q4 2025 | |||||
| TTMI | $79.1M | 4.24% | 1.11% | -3.5% | Q1 2024 |
| MOD | $71.6M | 3.83% | 1.02% | -11.0% | Q4 2022 |
| CSTL | $67.3M | 3.60% | 5.83% | +14.2% | Q3 2019 |
| CLS | $50.9M | 2.73% | 0.15% | -31.5% | Q2 2023 |
| AKAM | $45.7M | 2.45% | 0.36% | Not reported | Q2 2013 |
| REAX | $39.3M | 2.11% | 5.12% | +86.9% | Q1 2025 |
| SMTC | $37.5M | 2.01% | 0.55% | -24.0% | Q1 2024 |
| BIDU | $34.5M | 1.85% | Not reported | +5657.2% | Q2 2013 |
| VPG | $33.8M | 1.81% | 7.16% | +6.6% | Q4 2024 |
| GENI | $32.4M | 1.73% | 29.38% | -18.7% | Q4 2022 |
| LNTH | $31.7M | 1.70% | 0.74% | +60.1% | Q1 2023 |
| FOUR | $29.5M | 1.58% | 0.56% | +148.0% | Q3 2023 |
 QTRX | $28.8M | 1.54% | 9.68% | +6.2% | Q3 2018 |
| FLEX | $28.2M | 1.51% | 0.13% | -21.6% | Q3 2022 |
| TLN | $28.1M | 1.51% | 0.16% | -20.8% | Q3 2024 |
| GOOS | $27.7M | 1.48% | Not reported | -1.6% | Q4 2024 |
| WRBY | $26.8M | 1.44% | 1.09% | +90.7% | Q1 2023 |
| ZETA | $26.8M | 1.44% | Not reported | +28.6% | Q3 2023 |
| POWL | $25.2M | 1.35% | 0.65% | -46.6% | Q4 2024 |
 LPTH | $25.2M | 1.35% | 4.28% | +42.9% | Q3 2025 |
 BELFB | $23.7M | 1.27% | Not reported | +12.7% | Q3 2022 |
| CLBT | $23.2M | 1.24% | 0.52% | -46.8% | Q1 2024 |
| KTOS | $22.3M | 1.20% | 0.17% | -50.7% | Q2 2023 |
| LUXE | $22.2M | 1.19% | 1.94% | +70.4% | Q1 2023 |
| LASR | $22.1M | 1.19% | 1.15% | -23.3% | Q3 2025 |
 FSLR | $20.6M | 1.10% | 0.07% | -5.3% | Q3 2025 |
 FAF | $19.7M | 1.06% | 0.31% | New | Q4 2025 |
| PRCH | $19M | 1.02% | 1.68% | +35.8% | Q4 2020 |
 AVAV | $18.4M | 0.98% | 0.15% | -48.7% | Q1 2024 |
| DOMO | $18.2M | 0.98% | Not reported | -19.6% | Q4 2019 |
| UTHR | $17.9M | 0.96% | 0.08% | +103.3% | Q4 2015 |
 TSEM | $17.4M | 0.93% | 0.13% | -54.6% | Q1 2015 |
 IIIV | $16.9M | 0.91% | Not reported | -10.1% | Q1 2022 |
| MAMA | $16.8M | 0.90% | 3.06% | -38.8% | Q2 2024 |
 SPHR | $16.7M | 0.89% | Not reported | -15.7% | Q3 2025 |
| ALNT | $16.2M | 0.87% | 1.78% | +17.2% | Q3 2025 |
| JBL | $16.1M | 0.86% | 0.07% | Not reported | Q4 2024 |
 MRX | $16.1M | 0.86% | 0.57% | Not reported | Q4 2024 |
| ENVA | $15.4M | 0.82% | 0.40% | 0.0% | Q3 2020 |
| BIIB | $15M | 0.80% | 0.06% | New | Q4 2025 |
 TECH | $14.6M | 0.78% | 0.16% | New | Q4 2025 |
 FCX | $14.6M | 0.78% | 0.02% | New | Q4 2025 |
 ELF | $14.6M | 0.78% | 0.33% | -60.6% | Q3 2018 |
| CDNA | $14.3M | 0.77% | 1.49% | -18.7% | Q2 2022 |
| UPWK | $14.3M | 0.76% | 0.55% | +82.7% | Q1 2025 |
 MGA | $13.6M | 0.73% | 0.09% | Not reported | Q4 2015 |
 CIEN | $13.2M | 0.71% | 0.04% | -36.4% | Q3 2025 |
| PRIM | $13.1M | 0.70% | 0.20% | -29.2% | Q2 2024 |
 NOVT | $12.7M | 0.68% | 0.30% | New | Q4 2025 |
 DBRG | $12.7M | 0.68% | 0.45% | -84.9% | Q3 2024 |
| Q3 2025 | |||||
| MOD | $85.6M | 4.63% | 1.15% | +22.4% | Q4 2022 |
| TTMI | $68.5M | 3.71% | 1.15% | +5.8% | Q1 2024 |
| ELF | $64.6M | 3.49% | 0.82% | +4.4% | Q3 2018 |
| DBRG | $64M | 3.46% | 3.00% | +77.4% | Q3 2024 |
| CLS | $62M | 3.35% | 0.22% | -54.2% | Q2 2023 |
| KTOS | $54.5M | 2.95% | 0.35% | -55.1% | Q2 2023 |
| SMTC | $47.8M | 2.59% | 0.77% | +76.5% | Q1 2024 |
| AVAV | $46.6M | 2.52% | 0.30% | -17.3% | Q1 2024 |
| POWL | $45.2M | 2.45% | 0.41% | -13.1% | Q4 2024 |
| CLBT | $44.8M | 2.43% | 0.99% | +139.1% | Q1 2024 |
| GENI | $44.7M | 2.42% | 19.53% | -11.6% | Q4 2022 |
| DOMO | $42.5M | 2.30% | Not reported | +142.3% | Q4 2019 |
| TLN | $40.3M | 2.18% | 0.21% | +44.4% | Q3 2024 |
| FLEX | $34.5M | 1.87% | 0.16% | +24.0% | Q3 2022 |
| CSTL | $34.5M | 1.87% | 5.20% | +1.7% | Q3 2019 |
| GOOS | $30M | 1.62% | Not reported | +46.2% | Q4 2024 |
| VPG | $26.4M | 1.43% | 6.72% | -16.9% | Q4 2024 |
| PRCH | $25.7M | 1.39% | 1.25% | -37.2% | Q4 2020 |
 HNST | $25.5M | 1.38% | 6.18% | +11.4% | Q3 2022 |
| IIIV | $24.3M | 1.31% | Not reported | -22.3% | Q1 2022 |
| REAX | $24.1M | 1.30% | 2.74% | +190.5% | Q1 2025 |
| TSEM | $23.7M | 1.28% | 0.29% | +198.6% | Q1 2015 |
 OPRA | $23.2M | 1.26% | 1.27% | +28.3% | Q2 2024 |
| QTRX | $23.1M | 1.25% | 9.13% | +17.2% | Q3 2018 |
| LASR | $22.8M | 1.23% | 1.52% | New | Q3 2025 |
 WWW | $21.9M | 1.18% | 0.98% | New | Q3 2025 |
 GDOT | $21.7M | 1.17% | 2.91% | +15.3% | Q1 2025 |
| MAMA | $21.4M | 1.16% | 5.02% | -6.0% | Q2 2024 |
| PRIM | $20.5M | 1.11% | 0.28% | +50.1% | Q2 2024 |
| ZETA | $20.4M | 1.10% | Not reported | -22.1% | Q3 2023 |
 PSIX | $19.2M | 1.04% | 0.85% | Not reported | Q4 2024 |
| FSLR | $18.3M | 0.99% | 0.08% | New | Q3 2025 |
| WRBY | $17.8M | 0.96% | 0.57% | -31.9% | Q1 2023 |
| BELFB | $17.5M | 0.94% | Not reported | +97.9% | Q3 2022 |
 RDNT | $17.3M | 0.93% | 0.29% | -33.6% | Q2 2023 |
 WIX | $17M | 0.92% | 0.17% | Not reported | Q2 2015 |
| ACMR | $15.9M | 0.86% | 0.95% | Not reported | Q1 2023 |
| LNTH | $15.2M | 0.82% | 0.41% | +16.8% | Q1 2023 |
 VRT | $15.2M | 0.82% | 0.03% | +31.1% | Q2 2023 |
| FOUR | $14.6M | 0.79% | 0.23% | -56.6% | Q3 2023 |
 SEI | $14.5M | 0.79% | Not reported | New | Q3 2025 |
 SMCI | $14.2M | 0.77% | 0.05% | +200.7% | Q4 2022 |
 AAOI | $14.2M | 0.77% | 0.80% | +20.0% | Q1 2014 |
 DKNG | $13.9M | 0.75% | Not reported | -24.2% | Q3 2024 |
| CDNA | $13.6M | 0.73% | 1.82% | +48.2% | Q2 2022 |
| LUXE | $13.3M | 0.72% | 1.14% | -49.0% | Q1 2023 |
 BIO | $13M | 0.70% | 0.17% | -26.0% | Q2 2014 |
| SPHR | $12.9M | 0.70% | Not reported | New | Q3 2025 |
| LPTH | $12.9M | 0.70% | 3.80% | New | Q3 2025 |
 ZGN | $12.9M | 0.70% | 0.56% | +15.6% | Q4 2024 |