Institutions / Granahan Investment Management, LLC / Activity
Activity — Granahan Investment Management, LLC
173 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Oddity Tech Ltd Common stock | $-61.20M | -1.5M -100.00% | 0 | high |
| Q1 2026 as of | New | FPS Forgent Power Solutions, Inc. Common Stock | $60.62M | +2.1M | 2,071,084 2.93% of portfolio | high |
| Q1 2026 as of | Trim | Zeta Global Holdings Corp. Common stock | $-25.36M | -1.6M -60.86% | 1,024,487 0.79% of portfolio | medium |
| Q1 2026 as of | New | YSS York Space Systems Inc. Common Stock | $21.45M | +968K | 967,610 1.04% of portfolio | medium |
| Q1 2026 as of | Trim | M5216V106 Common stock | $-19.90M | -645K -54.11% | 546,969 0.82% of portfolio | medium |
| Q1 2026 as of | Exit | Klaviyo, Inc. Common stock | $-19.65M | -605K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | WLTH Wealthfront Corp Common Stock | $-18.84M | -1.4M -100.00% | 0 | medium |
| Q1 2026 as of | Trim | M2197Q107 Common stock | $-18.15M | -1.3M -43.09% | 1,739,644 1.16% of portfolio | medium |
| Q1 2026 as of | Trim | Toast, Inc. Common stock | $-16.92M | -638K -61.52% | 399,067 0.51% of portfolio | medium |
| Q1 2026 as of | Exit | Hubspot Inc Common stock | $-15.18M | -38K -100.00% | 0 | medium |
| Q1 2026 as of | Add | QXO, Inc. Common stock | $13.79M | +710K +88.78% | 1,509,546 1.42% of portfolio | medium |
| Q1 2026 as of | Trim | Transcat Inc Common stock | $-13.64M | -186K -96.90% | 5,941 0.02% of portfolio | medium |
| Q1 2026 as of | Trim | Kura Sushi USA, Inc. Common stock | $-12.51M | -179K -22.77% | 607,917 2.05% of portfolio | medium |
| Q1 2026 as of | Trim | Life Time Group Holdings, Inc. Common stock | $-12.37M | -459K -27.66% | 1,200,483 1.56% of portfolio | medium |
| Q1 2026 as of | Trim | Phreesia, Inc. Common stock | $-11.83M | -1.4M -58.84% | 987,607 0.40% of portfolio | medium |
| Q1 2026 as of | Add | Arlo Technologies, Inc. Common stock | $11.83M | +831K +245.61% | 1,169,490 0.80% of portfolio | medium |
| Q1 2026 as of | Add | Modine Manufacturing Co Common stock | $11.08M | +51K +15.66% | 377,586 3.96% of portfolio | medium |
| Q1 2026 as of | Add | Dave Inc./DE Common stock | $11.06M | +64K +3325.54% | 65,462 0.55% of portfolio | medium |
| Q1 2026 as of | Trim | Genius Sports Ltd Common stock | $-10.94M | -2.5M -31.45% | 5,383,762 1.15% of portfolio | medium |
| Q1 2026 as of | Trim | Carpenter Technology Corp Common stock | $-10.92M | -28K -10.37% | 239,469 4.57% of portfolio | medium |
| Q1 2026 as of | Add | SI-BONE, Inc. Common stock | $10.85M | +859K +97.59% | 1,739,097 1.06% of portfolio | medium |
| Q1 2026 as of | New | Nlight, Inc. Common stock | $10.56M | +185K | 185,271 0.51% of portfolio | medium |
| Q1 2026 as of | Exit | Lumentum Hldgs Inc Common stock | $-10.50M | -28K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | STKL SunOpta Inc. Common Stock | $-10.15M | -2.7M -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Sterling Infrastructure, Inc. Common stock | $-10.11M | -25K -41.96% | 34,332 0.68% of portfolio | medium |
| Q1 2026 as of | Add | indie Semiconductor, Inc. Common stock | $9.88M | +3.1M +17.82% | 20,283,839 3.16% of portfolio | medium |
| Q1 2026 as of | Add | iRhythm Holdings, Inc. Common stock | $9.64M | +82K +567.89% | 96,022 0.55% of portfolio | medium |
| Q1 2026 as of | Add | Figure Technology Solutions, Inc. Common stock | $9.16M | +270K +40.55% | 935,400 1.54% of portfolio | medium |
| Q1 2026 as of | Trim | Compass, Inc. Common stock | $-9.14M | -1.3M -39.89% | 1,885,312 0.67% of portfolio | medium |
| Q1 2026 as of | Add | AIP Arteris, Inc. Common Stock | $7.83M | +476K +201.01% | 713,077 0.57% of portfolio | medium |
| Q1 2026 as of | Add | TTM Technologies Inc Common stock | $7.80M | +80K +32.36% | 327,434 1.54% of portfolio | medium |
| Q1 2026 as of | Add | Porch Group, Inc. Common stock | $7.78M | +1.1M +9.36% | 12,674,987 4.40% of portfolio | medium |
| Q1 2026 as of | New | AeroVironment Inc Common stock | $7.46M | +41K | 40,736 0.36% of portfolio | medium |
| Q1 2026 as of | Trim | Universal Technical Institute Inc Common stock | $-7.11M | -197K -44.82% | 242,393 0.42% of portfolio | medium |
| Q1 2026 as of | Exit | Vital Farms, Inc. Common stock | $-6.92M | -217K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | LENZ Therapeutics, Inc. Common stock | $-6.90M | -431K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | G5S37H101 Common stock | $-6.83M | -153K -11.13% | 1,223,750 2.64% of portfolio | medium |
| Q1 2026 as of | Trim | Magnite, Inc. Common stock | $-6.68M | -563K -18.05% | 2,553,413 1.47% of portfolio | medium |
| Q1 2026 as of | New | Ethos Technologies Inc. Common stock | $6.49M | +581K | 580,595 0.31% of portfolio | medium |
| Q1 2026 as of | Add | Axon Enterprise Inc Common stock | $6.36M | +15K +19.78% | 90,692 1.86% of portfolio | medium |
| Q1 2026 as of | Add | Chime Financial, Inc. Common stock | $6.19M | +330K +285.43% | 446,152 0.40% of portfolio | medium |
| Q1 2026 as of | Add | Cava Group, Inc. Common stock | $5.91M | +73K +31.67% | 303,891 1.19% of portfolio | medium |
| Q1 2026 as of | New | Callaway Golf Co Common stock | $5.87M | +423K | 422,920 0.28% of portfolio | medium |
| Q1 2026 as of | New | RadNet, Inc. Common stock | $5.83M | +104K | 104,282 0.28% of portfolio | medium |
| Q1 2026 as of | Exit | Exact Sciences Corp. Common stock | $-5.81M | -57K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Commvault Systems Inc Common stock | $-5.60M | -45K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | RBC Bearings Inc Common stock | $-5.57M | -10K -21.05% | 38,493 1.01% of portfolio | medium |
| Q1 2026 as of | Exit | elf Beauty Inc Common stock | $-5.57M | -73K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Ameresco, Inc. Common stock | $-5.56M | -218K -25.70% | 630,073 0.78% of portfolio | medium |
| Q1 2026 as of | Trim | Revolution Medicines, Inc. Common stock | $-5.51M | -57K -57.08% | 42,573 0.20% of portfolio | medium |