Gagnon Advisors, LLC
Net buyer this quarter
$157M
22
+$825K
67.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CDNA | $15.6M | 9.91% | 1.06% | +2.6% | Q3 2014 |
 AMRC | $13M | 8.30% | Not reported | Not reported | Q4 2013 |
 EPD | $12.5M | 7.94% | 0.02% | Not reported | Q1 2019 |
 WGS | $12.2M | 7.76% | 0.60% | +20.0% | Q3 2021 |
 EQIX | $11.2M | 7.10% | 0.01% | Not reported | Q4 2013 |
 HNGE | $9.4M | 5.98% | 0.69% | +40.3% | Q1 2026 |
 PCRX | $8.95M | 5.69% | 0.89% | Not reported | Q2 2019 |
 FRSH | $7.86M | 5.00% | 0.50% | Not reported | Q3 2021 |
 BLFS | $7.74M | 4.92% | 0.56% | Not reported | Q2 2020 |
 FIVN | $7.17M | 4.56% | 0.45% | Not reported | Q1 2016 |
 PROF | $6.4M | 4.07% | 2.63% | Not reported | Q1 2020 |
 TMCI | $6.11M | 3.88% | 2.36% | Not reported | Q3 2024 |
 OSUR | $5.39M | 3.42% | 1.75% | Not reported | Q1 2025 |
 AMPL | $4.86M | 3.09% | Not reported | Not reported | Q3 2025 |
 DV | $4.75M | 3.02% | 0.28% | Not reported | Q4 2023 |
 QDEL | $4.22M | 2.69% | 0.35% | New | Q2 2026 |
 VERX | $4.15M | 2.64% | 1.37% | +21.7% | Q4 2023 |
 BL | $3.65M | 2.32% | 0.22% | Not reported | Q3 2018 |
 HZO | $3.56M | 2.26% | 0.44% | Not reported | Q3 2025 |
 KLTR | $1.84M | 1.17% | 0.93% | Not reported | Q2 2023 |
 CNF | $299K | 0.19% | 0.07% | +34.4% | Q4 2018 |
 BYND | $292K | 0.19% | 0.08% | New | Q2 2026 |
| Q1 2026 | |||||
| EPD | $12.9M | 9.46% | 0.02% | Not reported | Q1 2019 |
| AMRC | $12.1M | 8.87% | Not reported | Not reported | Q4 2013 |
| EQIX | $10.5M | 7.73% | 0.01% | Not reported | Q4 2013 |
 NVGS | $10.4M | 7.68% | 0.83% | +4.4% | Q2 2015 |
| WGS | $9.52M | 7.00% | 0.50% | +16.7% | Q3 2021 |
| CDNA | $9.25M | 6.81% | 1.04% | Not reported | Q3 2014 |
| PCRX | $7.97M | 5.86% | 0.90% | +35.2% | Q2 2019 |
| PROF | $6.23M | 4.59% | 2.65% | Not reported | Q1 2020 |
| FRSH | $6.23M | 4.59% | 0.50% | +37.4% | Q3 2021 |
| BLFS | $5.23M | 3.85% | 0.56% | Not reported | Q2 2020 |
| FIVN | $5.1M | 3.75% | 0.44% | Not reported | Q1 2016 |
| BL | $4.81M | 3.54% | 0.22% | Not reported | Q3 2018 |
| AMPL | $4.33M | 3.19% | Not reported | +38.9% | Q3 2025 |
| DV | $4.16M | 3.06% | 0.28% | Not reported | Q4 2023 |
| OSUR | $3.62M | 2.66% | 1.74% | Not reported | Q1 2025 |
| VERX | $3.53M | 2.60% | 1.13% | +27.8% | Q4 2023 |
| HNGE | $3.12M | 2.29% | 0.49% | New | Q1 2026 |
 AOSL | $2.66M | 1.96% | 0.40% | Not reported | Q4 2013 |
| HZO | $2.63M | 1.94% | 0.44% | -50.0% | Q3 2025 |
| KLTR | $1.72M | 1.27% | 0.94% | Not reported | Q2 2023 |
| CNF | $314K | 0.23% | 0.05% | Not reported | Q4 2018 |
| Q4 2025 | |||||
| WGS | $16.5M | 10.49% | 0.43% | Not reported | Q3 2021 |
| AMRC | $13.8M | 8.79% | Not reported | Not reported | Q4 2013 |
| AL | $12.6M | 8.01% | 0.18% | Not reported | Q4 2013 |
| EPD | $10.9M | 6.92% | 0.02% | Not reported | Q1 2019 |
| CDNA | $10M | 6.37% | 1.05% | +0.7% | Q3 2014 |
| NVGS | $8.96M | 5.69% | 0.79% | Not reported | Q2 2015 |
| EQIX | $8.21M | 5.21% | 0.01% | Not reported | Q4 2013 |
| PROF | $7.57M | 4.81% | 2.65% | +7.3% | Q1 2020 |
| BL | $7.19M | 4.56% | 0.22% | Not reported | Q3 2018 |
| FRSH | $6.92M | 4.39% | 0.37% | -50.0% | Q3 2021 |
| PCRX | $6.75M | 4.29% | 0.63% | +22.3% | Q2 2019 |
| FIVN | $6.74M | 4.28% | 0.44% | +100.9% | Q1 2016 |
| BLFS | $6.63M | 4.21% | 0.57% | Not reported | Q2 2020 |
| AMPL | $5.29M | 3.36% | Not reported | +29.5% | Q3 2025 |
| DV | $5.01M | 3.18% | 0.27% | -30.0% | Q4 2023 |
| HZO | $4.71M | 2.99% | 0.88% | +28.1% | Q3 2025 |
| VERX | $4.64M | 2.95% | 0.88% | Not reported | Q4 2023 |
| TMCI | $3.76M | 2.39% | 2.41% | +58.4% | Q3 2024 |
 NVDA | $3.09M | 1.96% | 0.00% | Not reported | Q3 2024 |
| OSUR | $2.92M | 1.86% | 1.72% | Not reported | Q1 2025 |
| AOSL | $2.38M | 1.51% | 0.41% | Not reported | Q4 2013 |
| KLTR | $2.32M | 1.47% | 0.96% | Not reported | Q2 2023 |
| CNF | $486K | 0.31% | 0.05% | Not reported | Q4 2018 |
| Q3 2025 | |||||
| AMRC | $15.9M | 9.80% | Not reported | Not reported | Q4 2013 |
| WGS | $13.7M | 8.45% | 0.44% | Not reported | Q3 2021 |
| FRSH | $13.3M | 8.21% | 0.73% | +140.2% | Q3 2021 |
| AL | $12.5M | 7.72% | 0.18% | Not reported | Q4 2013 |
| EPD | $10.6M | 6.56% | 0.02% | Not reported | Q1 2019 |
| EQIX | $8.39M | 5.18% | 0.01% | Not reported | Q4 2013 |
| NVGS | $8.01M | 4.95% | 0.77% | Not reported | Q2 2015 |
| CDNA | $7.7M | 4.75% | 1.03% | +16.6% | Q3 2014 |
| DV | $7.5M | 4.63% | 0.39% | +100.0% | Q4 2023 |
| BLFS | $7M | 4.32% | 0.57% | Not reported | Q2 2020 |
| BL | $6.91M | 4.26% | 0.22% | Not reported | Q3 2018 |
| TMCI | $6.5M | 4.01% | 1.53% | +16.6% | Q3 2024 |
| VERX | $5.76M | 3.56% | 0.88% | +43.7% | Q4 2023 |
| PCRX | $5.5M | 3.40% | 0.50% | Not reported | Q2 2019 |
| PROF | $4.38M | 2.71% | 2.97% | Not reported | Q1 2020 |
| FIVN | $4.05M | 2.50% | 0.21% | Not reported | Q1 2016 |
 ASPN | $3.94M | 2.43% | 0.69% | Not reported | Q2 2025 |
| OSUR | $3.88M | 2.39% | 1.67% | Not reported | Q1 2025 |
| HZO | $3.85M | 2.37% | 0.69% | New | Q3 2025 |
| AMPL | $3.78M | 2.34% | Not reported | New | Q3 2025 |
| AOSL | $3.36M | 2.08% | 0.40% | Not reported | Q4 2013 |
| NVDA | $3.09M | 1.91% | 0.00% | Not reported | Q3 2024 |
| KLTR | $2.03M | 1.26% | 0.91% | +2.0% | Q2 2023 |
| CNF | $337K | 0.21% | 0.05% | -48.8% | Q4 2018 |