GRANAHAN INVESTMENT MANAGEMENT INC/MA

Long Only Manager

GRANAHAN INVESTMENT MANAGEMENT INC/MA is a Long Only Manager based in Waltham, MA led by Jane Moran White, reporting $2.5B in AUM as of Q3 2025 with 38% Technology concentration.

CEOJane Moran White

Portfolio Value: $2.4B
Positions: 146
Top Holding: PRCH at 6.62%
Last Reported: Q3 2025

Address404 Wyman Street, Suite 460, Waltham, MA, 02451, United States

Top Holdings

Largest long holdings in GRANAHAN INVESTMENT MANAGEMENT INC/MA's portfolio (34.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Porch Group, Inc. PRCH	Software - Application Technology	$161.7M	6.62%	-$33.5M Sold	9.24% 9.6M shares	Q4 2020 Held for 4y 11m
2 Genius Sports GENI	Internet Content & Information Communication Services	$98.8M	4.04%	-$4.4M Sold	3.35% 8.0M shares	Q2 2021 Held for 4y 5m
3 Oddity Tech ODD	Software - Infrastructure Technology	$93.9M	3.84%	+$9.4M Bought	2.70% 1.5M shares	Q3 2023 Held for 2y 2m
4 Magnite MGNI	Advertising Agencies Communication Services	$84.4M	3.45%	+$5.0M Bought	2.72% 3.9M shares	Q4 2018 Held for 6y 11m
5 Victory Capital Holdings, Inc. VCTR	Asset Management Financial Services	$77.6M	3.18%	+$211.1K Bought	1.79% 1.2M shares	Q1 2018 Held for 7y 8m
6 Comfort Systems USA FIX	Engineering & Construction Industrials	$76.6M	3.13%	+$19.9M Bought	0.26% 92.8K shares	Q1 2025 Held for 8 months
7 indie Semiconductor, Inc. INDI	Semiconductors Technology	$71.1M	2.91%	-$8.2M Sold	8.80% 17.5M shares	Q3 2022 Held for 3y 2m
8 Carpenter Technology CRS	Manufacturing - Metal Fabrication Industrials	$66.2M	2.71%	+$9.3M Bought	0.54% 269.4K shares	Q1 2024 Held for 1y 8m
9 Axon Enterprise, Inc. AXON	Aerospace & Defense Industrials	$55.6M	2.28%	-$4.4M Sold	0.10% 77.5K shares	Q1 2014 Held for 11y 8m
10 Centrus Energy LEU	Uranium Energy	$52.3M	2.14%	-$11.8M Sold	0.93% 168.7K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GRANAHAN INVESTMENT MANAGEMENT INC/MA's latest filing

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Market Value

$2.4B

Prior: $2.5B

Q/Q Change

-0.581%

-$14.3M

Net Flows % of MV

-6.87%

Turnover Ratio

19.51%

New Purchases

12 stocks

$47.4M

Added To

60 stocks

+$338.4M

Sold Out Of

26 stocks

$177.1M

Reduced Holdings

66 stocks

-$376.6M

Increased Positions

Position	Shares Δ	Change
1 FIGR First National Bank Groton N Y FIGR	New	0 → 458.6K +$16.7M
2 Alkami Technology, Inc. ALKT	New	0 → 270.2K +$6.7M
3 Lumentum Holdings Inc. LITE	New	0 → 32.9K +$5.4M
4 Arlo Technologies ARLO	New	0 → 192.9K +$3.3M
5 Celcuity CELC	New	0 → 49.3K +$2.4M

Decreased Positions

Position	Shares Δ	Change
1 Circle Internet Group, Inc. CRCL	Sold	138.7K → 0 −$25.2M
2 PAR Technology PAR	Sold	260.5K → 0 −$18.1M
3 Paylocity PCTY	Sold	81.1K → 0 −$14.7M
4 Pure Storage, Inc. PSTG	Sold	252.1K → 0 −$14.5M
5 eToro Group Ltd. Class A Common Shares ETOR	Sold	198.1K → 0 −$13.2M