Institutions / Granite Investment Partners, LLC / Activity
Activity — Granite Investment Partners, LLC
287 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | PSN Parsons Corp Common Stock | $-5.80M | -111K -58.65% | 78,033 0.21% of portfolio | medium |
| Q2 2026 as of | Trim | Veracyte Inc Common stock | $-5.76M | -98K -27.95% | 252,923 0.76% of portfolio | medium |
| Q2 2026 as of | Trim | Glaukos Corp Common stock | $-5.76M | -41K -34.51% | 78,154 0.56% of portfolio | medium |
| Q2 2026 as of | Exit | Boston Scientific Corp Common stock | $-5.67M | -59K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | Kratos Defense & Security Solutions Inc Common stock | $-5.66M | -75K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | Freshpet, Inc. Common stock | $-5.62M | -95K -42.64% | 127,905 0.39% of portfolio | medium |
| Q2 2026 as of | Add | Apple Inc. Common stock | $5.51M | +19K +9.56% | 218,008 3.23% of portfolio | medium |
| Q2 2026 as of | Trim | Chefs' Warehouse, Inc. Common stock | $-5.43M | -56K -42.50% | 76,389 0.38% of portfolio | medium |
| Q2 2026 as of | Add | Saia Inc Common stock | $5.33M | +13K +64.57% | 32,248 0.70% of portfolio | medium |
| Q2 2026 as of | New | Enphase Energy, Inc. Common stock | $5.27M | +107K | 107,060 0.27% of portfolio | medium |
| Q2 2026 as of | New | Stride, Inc. Common stock | $5.25M | +61K | 60,861 0.27% of portfolio | medium |
| Q2 2026 as of | New | NeoGenomics Inc Common stock | $5.18M | +355K | 355,141 0.27% of portfolio | medium |
| Q2 2026 as of | Exit | 464288802 Common stock | $-5.11M | -37K -100.00% | 0 | medium |
| Q2 2026 as of | Exit | Phillips Edison & Company, Inc. Common stock | $-5.08M | -143K -100.00% | 0 | medium |
| Q2 2026 as of | New | Paylocity Holding Corp Common stock | $5.01M | +48K | 47,894 0.26% of portfolio | medium |
| Q2 2026 as of | Trim | Microsoft Corp Common stock | $-4.16M | -11K -7.57% | 136,247 2.60% of portfolio | low |
| Q2 2026 as of | Add | The Boeing Company Common stock | $4.16M | +19K +42.52% | 64,342 0.71% of portfolio | low |
| Q2 2026 as of | Add | Old Dominion Freight Line, Inc. Common stock | $3.96M | +18K +25.29% | 90,468 1.00% of portfolio | low |
| Q2 2026 as of | Add | United Airlines Holdings Inc Common stock | $3.92M | +29K +226.98% | 41,477 0.29% of portfolio | low |
| Q2 2026 as of | Add | Oceaneering International Inc Common stock | $3.65M | +90K +37.77% | 328,414 0.68% of portfolio | low |
| Q2 2026 as of | Trim | Champion Homes Inc Common stock | $-3.60M | -41K -27.79% | 106,118 0.48% of portfolio | low |
| Q2 2026 as of | Trim | Helios Technologies Inc Common stock | $-3.57M | -40K -46.11% | 46,736 0.21% of portfolio | low |
| Q2 2026 as of | Trim | GE Vernova Inc. Common stock | $-3.52M | -3K -5.15% | 55,181 3.32% of portfolio | low |
| Q2 2026 as of | Add | Dutch Bros Inc. Common stock | $3.51M | +49K +39.65% | 172,303 0.63% of portfolio | low |
| Q2 2026 as of | Exit | Grocery Outlet Holding Corp. Common stock | $-3.43M | -339K -100.00% | 0 | low |
| Q2 2026 as of | Add | Visteon Corp Common stock | $3.16M | +32K +110.45% | 60,716 0.31% of portfolio | low |
| Q2 2026 as of | Add | Home Depot, Inc. Common stock | $3.03M | +9K +36.84% | 31,882 0.58% of portfolio | low |
| Q2 2026 as of | Trim | Powell Industries Inc Common stock | $-2.97M | -10K -30.06% | 24,151 0.35% of portfolio | low |
| Q2 2026 as of | Exit | Silicon Laboratories Inc Common stock | $-2.89M | -22K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Stryker Corp Common stock | $-2.89M | -9K -16.41% | 46,801 0.75% of portfolio | low |
| Q2 2026 as of | New | Moog Inc. Common stock | $2.87M | +7K | 6,781 0.15% of portfolio | low |
| Q2 2026 as of | Trim | Nlight, Inc. Common stock | $-2.71M | -39K -20.81% | 147,948 0.53% of portfolio | low |
| Q2 2026 as of | Add | Halozyme Therapeutics Inc Common stock | $2.68M | +34K +117.06% | 63,598 0.26% of portfolio | low |
| Q2 2026 as of | Add | elf Beauty Inc Common stock | $2.64M | +36K +53.58% | 102,209 0.39% of portfolio | low |
| Q2 2026 as of | Add | Krystal Biotech, Inc. Common stock | $2.63M | +7K +27.47% | 32,837 0.63% of portfolio | low |
| Q2 2026 as of | New | Certara, Inc. Common stock | $2.49M | +379K | 379,479 0.13% of portfolio | low |
| Q2 2026 as of | Trim | Azz Inc Common stock | $-2.46M | -16K -42.00% | 21,876 0.17% of portfolio | low |
| Q2 2026 as of | Add | Dorman Products, Inc. Common stock | $2.37M | +17K +92.33% | 36,182 0.25% of portfolio | low |
| Q2 2026 as of | Add | Kura Sushi USA, Inc. Common stock | $2.33M | +41K +37.06% | 149,803 0.44% of portfolio | low |
| Q2 2026 as of | Exit | Vital Farms, Inc. Common stock | $-2.33M | -73K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Adobe Inc. Common stock | $-2.29M | -11K -86.49% | 1,743 0.02% of portfolio | low |
| Q2 2026 as of | Add | Vericel Corp Common stock | $2.20M | +50K +68.60% | 121,696 0.28% of portfolio | low |
| Q2 2026 as of | Exit | PCH Potlatchdeltic Corp REIT | $-2.17M | -55K -100.00% | 0 | low |
| Q2 2026 as of | Exit | NIKE, Inc. Common stock | $-2.15M | -34K -100.00% | 0 | low |
| Q2 2026 as of | Add | BIO-TECHNE Corp Common stock | $2.03M | +29K +27.44% | 133,572 0.48% of portfolio | low |
| Q2 2026 as of | Add | ServiceNow Inc Common stock | $2.00M | +20K +113.54% | 37,933 0.19% of portfolio | low |
| Q2 2026 as of | Trim | Eaton Corp plc Common stock | $-1.92M | -5K -4.99% | 85,925 1.88% of portfolio | low |
| Q2 2026 as of | Add | Arlo Technologies, Inc. Common stock | $1.90M | +141K +20.51% | 826,906 0.57% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-1.84M | -5K -3.10% | 163,324 2.96% of portfolio | low |
| Q2 2026 as of | Exit | VERRA MOBILITY Corp Common stock | $-1.83M | -82K -100.00% | 0 | low |