Granahan Investment Management, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

As an investor, it's crucial to stay updated with the latest information regarding the holdings of mutual funds. If you're looking to invest in Granahan Investment Management, LLC, this article will help you understand the changes in its Q3 2022 vs. Q4 2022 13F Holdings comparison.

Granahan Investment Management, LLC is an investment management firm founded in 1985. The firm is based in Massachusetts and specializes in managing small-cap growth and emerging growth portfolios. It manages around $5 billion in assets and has a reputation for outperforming the market consistently.

In the Q3 2022 vs. Q4 2022 13F Holdings comparison, Granahan Investment Management, LLC's major changes are highlighted below:

AXON: The firm sold 194,068 shares of AXON Enterprise, a company that develops taser weapons and body cameras for law enforcement agencies. This represents a 19.11% reduction in its holdings.

MGNI: The firm increased its holdings in Magnite, a platform for programmatic advertising, by 1.29%, bringing its total shares to 10,453,950.

PAYC: Granahan Investment Management LLC reduced its holdings in Paycom Software by 8.20%, representing a decrease of 8,373 shares.

SPSC: The firm reduced its holdings in SPS Commerce, a provider of cloud-based supply chain management solutions, by 4.96%.

CSGP: CoStar Group Inc., a provider of commercial real estate information and marketing services, saw a 9.63% reduction in holdings, as the firm sold 144,365 shares.

ETSY: Granahan Investment Management LLC increased its holdings in Etsy, an e-commerce website focused on handmade or vintage items, and craft supplies, by 4.95%.

ENPH: The firm sold 59,862 shares in Enphase Energy, a company that provides solar micro-inverters, representing a 14.42% reduction in holdings.

TOST: Toast, a company that provides cloud-based point-of-sale and restaurant management software, saw an increase in holdings by 7.57%, with the firm increasing its shares by 36,249.

AZTA: Azenta, a holding company that develops and commercializes personalized medicines, saw a 36.10% increase in holdings, with the firm adding 410,403 shares to its portfolio.

EVH: The firm increased its holdings in Evolent Health, a healthcare technology provider, by 28.32%.

KRNT: Granahan Investment Management LLC sold 18,721 shares of Kornit Digital, a company that produces digital textile printers for the garment industry.

The analysis of data provided in the Q3 2022 vs. Q4 2022 13F Holdings comparison reveals that Granahan Investment Management, LLC has made significant changes to its holdings. The firm continues to demonstrate its focus on small-cap growth and emerging growth portfolios.

It's also important to note that the information provided in this article is only an overview of the changes in Granahan Investment Management, LLC's holdings. Investors should conduct their own research and analysis to make informed investment decisions.