Granahan Investment Management, LLC Reduced Holdings in Q3 2025

Granahan Investment Management, LLC

  • $2.11 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TOST
Toast, Inc.

Technology
-375K
- 23.24%
$36.51 - $49.3 $13.7M - $18.5M
1.24M $45.2M
ACVA
Acv Auctions Inc.

Consumer Cyclical
-918K
- 58.49%
$9.76 - $16.63 $8.96M - $15.3M
651K $6.45M
SG
Sweetgreen, Inc.

Consumer Cyclical
-995K
- 82.27%
$7.98 - $16.26 $7.94M - $16.2M
214K $1.71M
DSGX
Descartes Systems Group Inc

Technology
-140K
- 39.27%
$94.23 - $107.79 $13.2M - $15M
216K $20.3M
AXON
Axon Enterprise, Inc.

Industrials
-6.19K
- 7.4%
$698.02 - $870.97 $4.32M - $5.39M
77.5K $55.6M
SRAD
Sportradar Group Ag

Technology
-405K
- 17.61%
$26.9 - $31.79 $10.9M - $12.9M
1.89M $50.9M
FOUR
Shift4 Payments, Inc.

Technology
-60.3K
- 23.44%
$77.4 - $106.81 $4.66M - $6.44M
197K $15.2M
INSM
Insmed Inc

Healthcare
-103K
- 88.44%
$96.14 - $147.2 $9.86M - $15.1M
13.4K $1.93M
HUBS
Hubspot Inc

Technology
-13.3K
- 35.58%
$420.79 - $560.9 $5.59M - $7.45M
24.1K $11.3M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-301K
- 60.03%
$20.56 - $31.65 $6.19M - $9.53M
200K $4.23M
RGEN
Repligen Corp

Healthcare
-65.2K
- 48.26%
$111.43 - $134.0 $7.26M - $8.73M
69.9K $9.34M
ACHR
Archer Aviation Inc.

Industrials
-303K
- 9.33%
$8.25 - $13.4 $2.5M - $4.05M
2.94M $28.2M
KIDS
Orthopediatrics Corp

Healthcare
-207K
- 21.4%
$17.9 - $23.68 $3.7M - $4.9M
760K $14.1M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-116K
- 51.45%
$30.62 - $52.91 $3.54M - $6.11M
109K $4.18M
STKL
Sun Opta Inc.

Consumer Defensive
-918K
- 25.17%
$5.19 - $6.73 $4.76M - $6.18M
2.73M $16M
GTES
Gates Industrial Corp PLC

Industrials
-246K
- 26.49%
$23.38 - $26.14 $5.75M - $6.43M
682K $16.9M
CFLT
Confluent, Inc.

Technology
-133K
- 40.91%
$15.91 - $27.35 $2.11M - $3.63M
191K $3.79M
POWL
Powell Industries Inc

Industrials
-27.4K
- 62.08%
$205.47 - $304.3 $5.64M - $8.35M
16.8K $5.09M
XENE
Xenon Pharmaceuticals Inc.

Healthcare
-153K
- 63.56%
$30.3 - $40.15 $4.62M - $6.13M
87.5K $3.51M
ROLL
Rbc Bearings Inc

Industrials
-16.1K
- 26.03%
N/A
45.9K $11.3M
BLFS
Biolife Solutions Inc

Healthcare
-251K
- 39.04%
$20.64 - $26.74 $5.18M - $6.71M
392K $10M
VKTX
Viking Therapeutics, Inc.

Healthcare
-116K
- 37.88%
$23.09 - $42.09 $2.67M - $4.86M
190K $4.84M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
-595K
- 60.02%
$8.73 - $17.04 $5.19M - $10.1M
396K $6.1M
MEC
Mayville Engineering Company, Inc.

Industrials
-149K
- 29.91%
$13.53 - $17.22 $2.02M - $2.57M
349K $4.78M
LSCC
Lattice Semiconductor Corp

Technology
-78.6K
- 69.3%
$48.73 - $74.71 $3.83M - $5.87M
34.8K $2.55M
CIEN
Ciena Corp

Technology
-56K
- 69.47%
$77.75 - $145.67 $4.35M - $8.16M
24.6K $3.59M
TRNS
Transcat Inc

Industrials
-46
- 0.02%
$71.91 - $91.2 $3.31K - $4.2K
229K $16.7M
NTLA
Intellia Therapeutics, Inc.

Healthcare
-571K
- 62.5%
$9.88 - $17.76 $5.64M - $10.1M
343K $5.92M
FROG
J Frog LTD

Technology
-72.7K
- 30.65%
$38.79 - $50.43 $2.82M - $3.67M
164K $7.78M
NVMI
Nova Ltd.

Technology
-11.8K
- 42.92%
$237.16 - $319.66 $2.8M - $3.78M
15.7K $5.03M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
-42.4K
- 40.68%
N/A
61.9K $3.45M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-199K
- 33.09%
$20.98 - $26.94 $4.17M - $5.35M
402K $9.9M
ELY
Callaway Golf CO

Consumer Cyclical
-116K
- 20.78%
N/A
441K $8.28M
JBT
John Bean Technologies Corp

Industrials
-17.2K
- 21.35%
N/A
63.4K $7.97M
NTNX
Nutanix, Inc.

Technology
-19.9K
- 10.33%
$66.06 - $81.12 $1.32M - $1.62M
173K $12.9M
CRVL
Corvel Corp

Financial Services
-8.73K
- 19.89%
$77.22 - $104.34 $674K - $910K
35.2K $2.72M
EXAS
Exact Sciences Corp

Healthcare
-40.6K
- 12.59%
$40.91 - $56.0 $1.66M - $2.27M
282K $15.4M
CSGP
Costar Group, Inc.

Real Estate
-30.8K
- 10.22%
$81.42 - $96.83 $2.5M - $2.98M
270K $22.8M
SLAB
Silicon Laboratories Inc.

Technology
-7.59K
- 43.77%
$123.76 - $153.48 $940K - $1.17M
9.76K $1.28M
HBIO
Harvard Bioscience Inc

Healthcare
-898K
- 59.81%
$0.4 - $0.57 $359K - $512K
604K $259K
ALHC
Alignment Healthcare, Inc.

Healthcare
-166K
- 22.27%
$11.64 - $17.53 $1.94M - $2.92M
581K $10.1M
CEVA
Ceva Inc

Technology
-8.49K
- 32.37%
$20.7 - $26.55 $176K - $225K
17.7K $468K
TCBI
Texas Capital Bancshares Inc

Financial Services
-12.1K
- 6.68%
$79.46 - $89.73 $965K - $1.09M
170K $14.4M
STOK
Stoke Therapeutics, Inc.

Healthcare
-279K
- 52.31%
$11.48 - $24.73 $3.2M - $6.89M
254K $5.97M
Zymeworks Inc
-35.5K
- 9.31%
N/A
345K $0
CECE
Ceco Environmental Corp

Industrials
-117K
- 33.34%
N/A
235K $0
Kiniksa Pharmaceuticals Intl
-27.4K
- 8.82%
N/A
284K $0
Klaviyo Inc
-169K
- 35.2%
N/A
311K $0
Marex Group PLC
-1.02M
- 49.21%
N/A
1.05M $0
Activity Summary
Buys All Purchases 79 New Holdings 19 Increased Positions 60 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Granahan Investment Management, LLC Portfolio

Follow Granahan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Granahan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Granahan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email