Institutions / Portolan Capital Management, LLC / Activity
Activity — Portolan Capital Management, LLC
181 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Upwork, Inc Common stock | $9.33M | +851K +118.24% | 1,570,560 0.92% of portfolio | medium |
| Q1 2026 as of | Trim | Castle Biosciences, Inc. Common stock | $-9.31M | -379K -21.92% | 1,350,283 1.76% of portfolio | medium |
| Q1 2026 as of | Trim | AeroVironment Inc Common stock | $-8.98M | -49K -64.61% | 26,880 0.26% of portfolio | medium |
| Q1 2026 as of | Exit | OPRA Opera Ltd ADR | $-8.94M | -631K -100.00% | 0 | medium |
| Q1 2026 as of | New | Moog Inc. Common stock | $8.61M | +29K | 29,437 0.46% of portfolio | medium |
| Q1 2026 as of | Add | LUXE LuxExperience B.V. ADR | $8.59M | +1.1M +40.34% | 3,733,943 1.59% of portfolio | medium |
| Q1 2026 as of | New | Veeco Instruments Inc Common stock | $8.58M | +253K | 253,379 0.46% of portfolio | medium |
| Q1 2026 as of | Trim | TransMedics Group, Inc. Common stock | $-8.57M | -86K -88.97% | 10,688 0.06% of portfolio | medium |
| Q1 2026 as of | Exit | Waters Corp Common stock | $-8.50M | -22K -100.00% | 0 | medium |
| Q1 2026 as of | New | Healthequity, Inc. Common stock | $8.49M | +102K | 101,646 0.45% of portfolio | medium |
| Q1 2026 as of | Exit | Wix.com Ltd. Common stock | $-8.34M | -80K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Guardant Health, Inc. Common stock | $-8.31M | -90K -86.40% | 14,155 0.07% of portfolio | medium |
| Q1 2026 as of | Exit | Stewart Information Services Corp Common stock | $-8.27M | -118K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Novanta Inc Common stock | $-8.22M | -70K -64.98% | 37,507 0.24% of portfolio | medium |
| Q1 2026 as of | New | Graham Corp Common stock | $8.17M | +104K | 103,556 0.43% of portfolio | medium |
| Q1 2026 as of | Trim | ACM Research Inc Common stock | $-7.96M | -202K -70.84% | 83,256 0.17% of portfolio | medium |
| Q1 2026 as of | Add | Kura Sushi USA, Inc. Common stock | $7.71M | +110K +57.87% | 301,212 1.12% of portfolio | medium |
| Q1 2026 as of | New | Element Solutions Inc Common stock | $7.55M | +221K | 221,232 0.40% of portfolio | medium |
| Q1 2026 as of | Trim | DANA Inc Common stock | $-7.34M | -218K -86.44% | 34,237 0.06% of portfolio | medium |
| Q1 2026 as of | Add | PLSE Pulse Biosciences, Inc. Common Stock | $7.34M | +340K +86.37% | 733,372 0.84% of portfolio | medium |
| Q1 2026 as of | Trim | CareDx, Inc. Common stock | $-7.26M | -418K -55.14% | 340,352 0.31% of portfolio | medium |
| Q1 2026 as of | Add | CLS Celestica Inc Common Stock | $7.21M | +26K +14.85% | 197,863 2.97% of portfolio | medium |
| Q1 2026 as of | New | Axcelis Technologies Inc Common stock | $7.18M | +77K | 77,168 0.38% of portfolio | medium |
| Q1 2026 as of | Trim | DigitalBridge Group, Inc. Common stock | $-6.97M | -452K -54.77% | 373,130 0.31% of portfolio | medium |
| Q1 2026 as of | New | H5919C104 Common stock | $6.89M | +202K | 202,444 0.37% of portfolio | medium |
| Q1 2026 as of | Exit | DraftKings Inc. Common stock | $-6.33M | -184K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | SEZL Sezzle Inc Common Stock | $-6.19M | -98K -58.27% | 70,046 0.24% of portfolio | medium |
| Q1 2026 as of | Add | Ebay Inc Common stock | $6.18M | +68K +116.87% | 126,096 0.61% of portfolio | medium |
| Q1 2026 as of | Add | Vishay Precision Group, Inc. Common stock | $6.17M | +142K +16.20% | 1,019,868 2.36% of portfolio | medium |
| Q1 2026 as of | Add | Biogen Inc. Common stock | $6.14M | +33K +39.41% | 118,481 1.16% of portfolio | medium |
| Q1 2026 as of | Trim | Domo, Inc. Common stock | $-6.00M | -2.0M -90.87% | 197,104 0.03% of portfolio | medium |
| Q1 2026 as of | New | Northern Oil & Gas Inc Common stock | $5.97M | +204K | 204,244 0.32% of portfolio | medium |
| Q1 2026 as of | New | Blackline, Inc. Common stock | $5.88M | +159K | 159,026 0.31% of portfolio | medium |
| Q1 2026 as of | Add | CADL Candel Therapeutics, Inc. Common Stock | $5.87M | +1.2M +70.72% | 2,894,325 0.75% of portfolio | medium |
| Q1 2026 as of | New | Celsius Holdings, Inc. Common stock | $5.84M | +165K | 164,597 0.31% of portfolio | medium |
| Q1 2026 as of | Add | Regal Rexnord Corp Common stock | $5.78M | +31K +133.68% | 53,975 0.54% of portfolio | medium |
| Q1 2026 as of | Exit | Nu Skin Enterprises, Inc. Common stock | $-5.74M | -597K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Sweetgreen, Inc. Common stock | $-5.73M | -848K -100.00% | 0 | medium |
| Q1 2026 as of | New | Century Aluminum Co Common stock | $5.58M | +95K | 95,039 0.30% of portfolio | medium |
| Q1 2026 as of | Trim | Bio-Rad Laboratories, Inc. Common stock | $-5.57M | -20K -58.51% | 14,173 0.21% of portfolio | medium |
| Q1 2026 as of | Exit | OWLT Owlet, Inc. Common Stock | $-5.56M | -344K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | Quanterix Corp Common stock | $-5.56M | -1.6M -34.91% | 2,945,823 0.55% of portfolio | medium |
| Q1 2026 as of | Add | Mayville Engineering Company, Inc. Common stock | $5.54M | +308K +60.14% | 821,136 0.78% of portfolio | medium |
| Q1 2026 as of | Trim | RadNet, Inc. Common stock | $-5.24M | -94K -79.81% | 23,728 0.07% of portfolio | medium |
| Q1 2026 as of | Exit | Bandwidth Inc Common stock | $-5.20M | -337K -100.00% | 0 | medium |
| Q1 2026 as of | New | TLX Telix Pharmaceuticals Ltd ADR | $5.18M | +541K | 541,267 0.28% of portfolio | medium |
| Q1 2026 as of | Trim | Honest Company, Inc. Common stock | $-5.17M | -1.8M -36.60% | 3,045,834 0.48% of portfolio | medium |
| Q1 2026 as of | Trim | Sanmina Corp Common stock | $-5.09M | -39K -58.95% | 27,332 0.19% of portfolio | medium |
| Q1 2026 as of | New | MIAX Miami International Holdings, Inc. Common Stock | $5.01M | +129K | 128,819 0.27% of portfolio | medium |
| Q1 2026 as of | New | Viavi Solutions Inc. Common stock | $4.85M | +146K | 145,844 0.26% of portfolio | low |