Granahan Investment Management, LLC

Name: Granahan Investment Management, LLC 13F holdings, Q2 2025
Creator: Granahan Investment Management, LLC
Published: 2025-08-14

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Granahan Investment Management, LLC reported 153 stock positions worth $2.5 billion. Its top holding was Porch (PRCH) at 5.6% of the portfolio, followed by Oddity Tech Class A (ODD, 4.2%) and Magnite (MGNI, 3.6%). Compared with Q1 2025, it opened 18 new positions, sold out of 24, added to 65 and reduced 70. The biggest buy was Magnite (MGNI, shares +37%) and the biggest sale Compass Class A (COMP, shares −17%).

Most Recent 13F: Q2 2026
Location: WALTHAM, MA
CIK: 0001026710
Portfolio Value: $2.5B (Q2 2025)
SEC Filing: 0001398344-25-015412 ↗ filed Aug 14, 2025

Holdings Value

Holdings 153 stocks · $2.5B


PRCH Porch Group Inc.	5.58%	11,631,775	$137.1M	Reduce -0.8%
ODD Oddity Tech Ltd. Class A	4.16%	1,355,347	$102.3M	Reduce -12.8%
MGNI Magnite Inc.	3.58%	3,642,786	$87.9M	Add +37.5%
GENI Genius Sports Ltd.	3.53%	8,336,296	$86.7M	Add +7.1%
MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC	3.34%	2,077,153	$82.0M	Reduce -1.9%
VCTR Victory Capital Holding - A	3.10%	1,195,300	$76.1M	Add +14.1%
TOST Toast Inc. Class A	2.91%	1,612,221	$71.4M	Add +7.6%
INDI Indie Semiconductor Inc. Class A	2.82%	19,487,402	$69.4M	Add +11.2%
AXON Axon Enterprise Inc.	2.82%	83,639	$69.2M	Reduce -0.8%
SRAD Sportradar Group AG-A	2.63%	2,298,483	$64.5M	Add +21.1%
CRS Carpenter Technology	2.61%	231,669	$64.0M	Reduce -0.6%
SPSC SPS Commerce Inc.	2.06%	372,431	$50.7M	Reduce -7.7%
LTH Life Time Group Holdings Inc.	2.06%	1,670,210	$50.7M	Add +7.0%
SMTC Semtech Corp.	1.82%	991,576	$44.8M	Add +3.8%
LEU Centrus Energy Corp. Class A	1.54%	206,724	$37.9M	Reduce -4.3%
PHR Phreesia Inc.	1.51%	1,302,785	$37.1M	Add +14.4%
FIX Comfort Systems USA Inc.	1.50%	68,612	$36.8M	Add +0.5%
KRNT Kornit Digital Ltd.	1.48%	1,829,431	$36.4M	Add +8.0%
DSGX The Descartes Systems Grp	1.47%	355,567	$36.1M	Reduce -6.2%
CWST Casella Waste Systems Inc. Class A	1.47%	312,408	$36.0M	Reduce -8.9%
ACHR Archer Aviation Inc. Class A	1.43%	3,242,620	$35.2M	Add +15.8%
GLBE Global-E Online Ltd.	1.27%	933,344	$31.3M	New
COMP Compass Inc. Class A	1.14%	4,459,171	$28.0M	Reduce -17.4%
FWRG First Watch Restaurant Group	1.08%	1,647,128	$26.4M	Add +3.3%
KRUS Kura Sushi USA Inc. Class A	1.04%	297,658	$25.6M	Reduce -25.8%
FOUR SHIFT4 Payments Inc. Class A	1.04%	257,074	$25.5M	Add +8.0%
ACVA Acv Auctions Inc. Class A	1.04%	1,569,032	$25.4M	Add +15.3%
CRCL Circle Internet Group Inc.	1.02%	138,732	$25.2M	New
CSGP Costar Group Inc.	0.98%	300,932	$24.2M	Reduce -13.4%
RBC RBC Bearings Inc.	0.97%	61,988	$23.9M	Reduce -0.5%
SIBN Si-Bone Inc.	0.97%	1,264,327	$23.8M	Reduce -11.8%
GTES Gates Industrial Corp. UK Ltd.	0.87%	928,240	$21.4M	Add +10.1%
STKL Sunopta Inc.	0.86%	3,646,074	$21.1M	Add +8.9%
HUBS HubSpot Inc.	0.85%	37,345	$20.8M	Add +9.8%
KIDS Orthopediatrics Corp.	0.85%	966,828	$20.8M	Add +44.9%
TRNS Transcat Inc.	0.80%	228,611	$19.7M	Add +7.3%
APPS Digital Turbine Inc.	0.77%	3,224,561	$19.0M	Add +1395.9%
PAR Par Technology Corp.	0.74%	260,529	$18.1M	Reduce -22.6%
SG Sweetgreen Inc. Class A	0.73%	1,209,200	$18.0M	Add +13.7%
EXAS Exact Sciences Corp.	0.70%	322,507	$17.1M	Reduce -4.5%
RGEN Repligen Corp.	0.68%	135,046	$16.8M	Add +33.5%
KVYO Klaviyo Inc. Class A	0.66%	479,748	$16.1M	New
ENVX Enovix Corp.	0.63%	1,489,564	$15.4M	Add +12.3%
NTNX Nutanix Inc. Class A	0.60%	193,049	$14.8M	Reduce -5.8%
PCTY Paylocity Holding Corp.	0.60%	81,064	$14.7M	Reduce -15.5%
P Everpure Inc. Class A filed as PURE STORAGE INC	0.59%	252,138	$14.5M	Add +2.4%
TCBI Texas Capital Bancshares Inc.	0.59%	181,937	$14.4M	Reduce -22.2%
FTAI Ftai Aviation Ltd.	0.58%	124,895	$14.4M	Reduce -7.2%
BLFS Biolife Solutions Inc.	0.56%	643,200	$13.9M	Add +46.4%
WSC Willscot Holdings Corp.	0.56%	501,471	$13.7M	Reduce -19.2%
QXO Qxo Inc.	0.54%	612,844	$13.2M	Reduce -1.6%
ETOR Etoro Group Ltd. Class A	0.54%	198,140	$13.2M	New
NCLH Norwegian Cruise Line Holdin	0.50%	600,414	$12.2M	Add +12.3%
INSM Insmed Inc.	0.47%	115,917	$11.7M	Reduce -38.3%
ZETA Zeta Global Holdings Corp. Class A	0.47%	752,823	$11.7M	Reduce -10.8%
ELF Elf Beauty Inc.	0.45%	88,119	$11.0M	Reduce -47.1%
SPT Sprout Social Inc. Class A	0.44%	519,517	$10.9M	Reduce -24.4%
CCOI Cogent Communications Holdin	0.44%	224,491	$10.8M	Add +21.0%
BELFB Bel Fuse Inc. Class B	0.43%	108,912	$10.6M	Reduce -28.1%
HQY Healthequity Inc.	0.43%	100,417	$10.5M	Add +68.7%
ALHC Alignment Healthcare Inc.	0.43%	747,067	$10.5M	New
MOD Modine Manufacturing Co.	0.43%	106,104	$10.5M	Reduce -54.3%
FROG Jfrog Ltd.	0.42%	237,168	$10.4M	Reduce -5.4%
CECO Ceco Environmental Corp.	0.41%	352,091	$10.0M	Add +10.9%
SIMO Silicon Motion Technol-ADR	0.40%	130,091	$9.8M	New
JBTM JBT Marel Corp.	0.39%	80,567	$9.7M	Add +43.0%
MTRN Materion Corp.	0.39%	121,005	$9.6M	Reduce -2.8%
POWL Powell Industries Inc.	0.38%	44,213	$9.3M	Add +10.0%
SNDX Syndax Pharmaceuticals Inc.	0.38%	991,388	$9.3M	Add +80.3%
SN Sharkninja Inc.	0.36%	88,400	$8.8M	Reduce -49.7%
KNSA Kiniksa Pharmaceuticals Inte	0.35%	310,992	$8.6M	Reduce -14.1%
NTLA Intellia Therapeutics Inc.	0.35%	913,622	$8.6M	Add +92.0%
CYBR Cyberark Software Ltd./Israel	0.34%	20,558	$8.4M	Reduce -4.0%
RMBS Rambus Inc.	0.34%	130,081	$8.3M	Add +1.1%
VKTX Viking Therapeutics Inc.	0.33%	305,091	$8.1M	Reduce -17.1%
CFLT Confluent Inc. Class A	0.33%	324,052	$8.1M	Add +18.0%
MEC Mayville Engineering Co. Inc.	0.32%	498,305	$8.0M	Add +4.2%
VECO Veeco Instruments Inc.	0.32%	383,280	$7.8M	Add +31.2%
STEP Stepstone Group Inc. Class A	0.31%	137,960	$7.7M	Reduce -72.8%
NVMI Nova Ltd.	0.31%	27,553	$7.6M	Reduce -45.8%
XENE Xenon Pharmaceuticals Inc.	0.31%	240,038	$7.5M	Add +30.6%
VRNS Varonis Systems Inc.	0.30%	146,466	$7.4M	Reduce -26.6%
PTC PTC Inc.	0.30%	42,662	$7.4M	Add +110.2%
KNSL Kinsale Capital Group Inc.	0.30%	15,153	$7.3M	New
OKTA Okta Inc.	0.29%	72,437	$7.2M	Add +32.0%
ALAB Astera Labs Inc.	0.29%	78,456	$7.1M	Add +42.5%
NXT Nextpower Inc. filed as NEXTRACKER INC	0.29%	129,804	$7.1M	Reduce -7.7%
CORZ Core Scientific Inc.	0.29%	411,173	$7.0M	Add +83.1%
GRBK Green Brick Partners Inc.	0.27%	104,295	$6.6M	Reduce -9.2%
CIEN Ciena Corp.	0.27%	80,621	$6.6M	Add +12.3%
AMRC Ameresco Inc. Class A	0.26%	427,197	$6.5M	Add +2.6%
STOK Stoke Therapeutics Inc.	0.25%	532,413	$6.0M	Reduce -19.4%
APGE Apogee Therapeutics Inc.	0.23%	131,138	$5.7M	Add +21.0%
KNF Knife River Corp.	0.23%	69,149	$5.6M	Reduce -55.2%
NPKI NPK International Inc.	0.23%	657,460	$5.6M	Reduce -15.3%
LSCC Lattice Semiconductor Corp.	0.23%	113,466	$5.6M	Add +30.9%
TSEM Tower Semiconductor Ltd.	0.22%	124,980	$5.4M	Reduce -27.9%
LENZ Lenz Therapeutics Inc.	0.22%	183,252	$5.4M	Add +4.0%
PRO Pros Holdings Inc.	0.22%	341,738	$5.4M	Add +74.7%
EWTX Edgewise Therapeutics Inc.	0.22%	405,478	$5.3M	Add +86.3%
SLNO Soleno Therapeutics Inc.	0.20%	59,977	$5.0M	Add +84.6%
ZYME Zymeworks Inc.	0.19%	380,783	$4.8M	Reduce -6.6%
CERT Certara Inc.	0.19%	405,068	$4.7M	Add +72.4%
CRVL Corvel Corp.	0.18%	43,877	$4.5M	Reduce -21.9%
CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP	0.18%	556,559	$4.5M	Add +869.9%
RVMD Revolution Medicines Inc.	0.18%	121,780	$4.5M	Reduce -3.9%
QLYS Qualys Inc.	0.18%	30,416	$4.3M	Reduce -53.0%
MRUS Merus NV	0.17%	80,619	$4.2M	Reduce -15.8%
CRDO Credo Technology Group Holdi	0.16%	43,352	$4.0M	Reduce -30.1%
RCUS Arcus Biosciences Inc.	0.16%	490,613	$4.0M	Add +2.3%
SMMT Summit Therapeutics Inc.	0.16%	185,640	$4.0M	Add +49.1%
BOOT Boot Barn Holdings Inc.	0.16%	25,493	$3.9M	Reduce -21.3%
MLTX Moonlake Immunotherapeutics	0.15%	80,362	$3.8M	Reduce -43.5%
EXLS Exlservice Holdings Inc.	0.15%	86,430	$3.8M	Add +88.9%
IMNM Immunome Inc.	0.15%	392,751	$3.7M	Reduce -6.3%
BBIO Bridgebio Pharma Inc.	0.15%	82,690	$3.6M	New
CLBT Cellebrite Di Ltd.	0.14%	217,573	$3.5M	Reduce -3.3%
IMVT Immunovant Inc.	0.14%	213,088	$3.4M	Add +23.7%
ONTO Onto Innovation Inc.	0.14%	33,758	$3.4M	Reduce -40.9%
SPIR Spire Global Inc.	0.14%	282,333	$3.4M	Reduce -75.2%
NTRA Natera Inc.	0.13%	19,371	$3.3M	Reduce -33.7%
EYPT Eyepoint Inc.	0.13%	340,984	$3.2M	New
ANAB Anaptysbio Inc.	0.12%	131,655	$2.9M	Reduce -10.1%
CMCO Columbus McKinnon Corp.	0.11%	184,535	$2.8M	Reduce -41.8%
PRTA Prothena Corp. PLC	0.11%	461,082	$2.8M	New
AGYS Agilysys Inc.	0.11%	24,252	$2.8M	New
RYTM Rhythm Pharmaceuticals Inc.	0.11%	41,172	$2.6M	New
SRRK Scholar Rock Holding Corp.	0.11%	73,375	$2.6M	New
SLAB Silicon Laboratories Inc.	0.10%	17,350	$2.6M	Reduce -36.3%
CLS Celestica Inc.	0.10%	15,619	$2.4M	Reduce -52.0%
IDCC Interdigital Inc.	0.10%	10,816	$2.4M	Add +42.3%
TSHA Taysha Gene Therapies Inc.	0.09%	958,493	$2.2M	Reduce -41.6%
UTI Universal Technical Institut	0.08%	59,825	$2.0M	Reduce -36.1%
WEAV Weave Communications Inc.	0.08%	236,365	$2.0M	New
IRTC Irhythm Holdings Inc.	0.08%	12,664	$1.9M	Reduce -14.3%
VERX Vertex Inc. Class A	0.08%	54,428	$1.9M	Reduce -84.9%
AVPT Avepoint Inc.	0.08%	99,393	$1.9M	Reduce -10.3%
CVLT Commvault Systems Inc.	0.08%	10,795	$1.9M	Add +50.1%
LIND Lindblad Expeditions Holding	0.08%	160,130	$1.9M	New
OWLT Owlet Inc.	0.07%	216,133	$1.8M	Add +705.5%
ADTN Adtran Holdings Inc.	0.07%	200,320	$1.8M	Add +455.0%
AGIO Agios Pharmaceuticals Inc.	0.06%	41,886	$1.4M	Reduce -68.3%
WGS Genedx Holdings Corp.	0.04%	11,550	$1.1M	New
FSV Firstservice Corp.	0.03%	4,792	$837K	Reduce -13.6%
GSHD Goosehead Insurance Inc. Class A	0.03%	7,356	$776K	Add +46.9%
AIP Arteris Inc.	0.03%	75,284	$717K	Add +3.3%
HBIO Harvard Bioscience Inc.	0.03%	1,501,508	$666K	Reduce -1.7%
CEVA Ceva Inc.	0.02%	26,218	$576K	Add +30.5%
PRSU Pursuit Attractions and Hosp	0.02%	19,617	$566K	Add +103.2%
IRMD Iradimed Corp.	0.02%	7,506	$449K	Reduce -12.3%
NSLR Neostellar Capital Corp. filed as SURO CAPITAL CORP	0.01%	34,599	$284K	Reduce -11.4%
AZTA Azenta Inc.	0.01%	8,122	$250K	New
RDW Redwire Corp.	0.01%	14,270	$233K	New

Portfolio Sells Q1 2025 → Q2 2025


COMP Compass Inc. Class A	Reduce -17.4%	1.14%	−1.21
STEP Stepstone Group Inc. Class A	Reduce -72.8%	0.31%	−1.01
KLC Kindercare Learning Cos Inc.	Sold out	0.00%	−0.71
EVH Evolent Health Inc. Class A	Sold out	0.00%	−0.64
BPMC Blueprint Medicines Corp.	Sold out	0.00%	−0.64
SPSC SPS Commerce Inc.	Reduce -7.7%	2.06%	−0.61
VERX Vertex Inc. Class A	Reduce -84.9%	0.08%	−0.55
RDDT Reddit Inc. Class A	Sold out	0.00%	−0.50
KNF Knife River Corp.	Reduce -55.2%	0.23%	−0.46
MOD Modine Manufacturing Co.	Reduce -54.3%	0.43%	−0.46
CWST Casella Waste Systems Inc. Class A	Reduce -8.9%	1.47%	−0.44
DSGX The Descartes Systems Grp	Reduce -6.2%	1.47%	−0.43
CSGP Costar Group Inc.	Reduce -13.4%	0.98%	−0.39
MRX Marex UK Holdings Ltd.	Reduce -1.9%	3.34%	−0.39
SN Sharkninja Inc.	Reduce -49.7%	0.36%	−0.37
GLOB Globant SA	Sold out	0.00%	−0.35
SPIR Spire Global Inc.	Reduce -75.2%	0.14%	−0.32
VIVID SEATS INC	Sold out	0.00%	−0.31
SPT Sprout Social Inc. Class A	Reduce -24.4%	0.44%	−0.31
WSC Willscot Holdings Corp.	Reduce -19.2%	0.56%	−0.30
PCTY Paylocity Holding Corp.	Reduce -15.5%	0.60%	−0.30
PAR Par Technology Corp.	Reduce -22.6%	0.74%	−0.29
TCBI Texas Capital Bancshares Inc.	Reduce -22.2%	0.59%	−0.28
EVER Everquote Inc. Class A	Sold out	0.00%	−0.26
INSM Insmed Inc.	Reduce -38.3%	0.47%	−0.24
QLYS Qualys Inc.	Reduce -53.0%	0.18%	−0.23
MGRC McGrath Rentcorp	Sold out	0.00%	−0.22
VITL Vital Farms Inc.	Sold out	0.00%	−0.21
ONTO Onto Innovation Inc.	Reduce -40.9%	0.14%	−0.21
GTLS Chart Industries Inc.	Sold out	0.00%	−0.20
APLS Apellis Pharmaceuticals Inc.	Sold out	0.00%	−0.19
NOVT Novanta Inc.	Sold out	0.00%	−0.16
RXST Rxsight Inc.	Sold out	0.00%	−0.16
FTAI Ftai Aviation Ltd.	Reduce -7.2%	0.58%	−0.16
NVMI Nova Ltd.	Reduce -45.8%	0.31%	−0.16
CMCO Columbus McKinnon Corp.	Reduce -41.8%	0.11%	−0.15
FIVN FIVE9 Inc.	Sold out	0.00%	−0.14
AGIO Agios Pharmaceuticals Inc.	Reduce -68.3%	0.06%	−0.14
BELFB Bel Fuse Inc. Class B	Reduce -28.1%	0.43%	−0.13
CRVL Corvel Corp.	Reduce -21.9%	0.18%	−0.13
MLTX Moonlake Immunotherapeutics	Reduce -43.5%	0.15%	−0.12
STVN Stevanato Group SPA	Sold out	0.00%	−0.12
MTRN Materion Corp.	Reduce -2.8%	0.39%	−0.12
VKTX Viking Therapeutics Inc.	Reduce -17.1%	0.33%	−0.11
NTNX Nutanix Inc. Class A	Reduce -5.8%	0.60%	−0.11
VRNS Varonis Systems Inc.	Reduce -26.6%	0.30%	−0.10
ZETA Zeta Global Holdings Corp. Class A	Reduce -10.8%	0.47%	−0.10
PTLO Portillo's Inc. Class A	Sold out	0.00%	−0.09
REAL BROKERAGE INC/THE	Sold out	0.00%	−0.09
TSEM Tower Semiconductor Ltd.	Reduce -27.9%	0.22%	−0.09

Portfolio Buys Q1 2025 → Q2 2025


MGNI Magnite Inc.	Add +37.5%	3.58%	+2.07
GLBE Global-E Online Ltd.	New	1.27%	+1.27
INDI Indie Semiconductor Inc. Class A	Add +11.2%	2.82%	+1.05
CRCL Circle Internet Group Inc.	New	1.02%	+1.02
APPS Digital Turbine Inc.	Add +1395.9%	0.77%	+0.75
KVYO Klaviyo Inc. Class A	New	0.66%	+0.66
SRAD Sportradar Group AG-A	Add +21.1%	2.63%	+0.58
ETOR Etoro Group Ltd. Class A	New	0.54%	+0.54
ACHR Archer Aviation Inc. Class A	Add +15.8%	1.43%	+0.44
TOST Toast Inc. Class A	Add +7.6%	2.91%	+0.43
ALHC Alignment Healthcare Inc.	New	0.43%	+0.43
FIX Comfort Systems USA Inc.	Add +0.5%	1.50%	+0.40
SIMO Silicon Motion Technol-ADR	New	0.40%	+0.40
KNSL Kinsale Capital Group Inc.	New	0.30%	+0.30
CORZ Core Scientific Inc.	Add +83.1%	0.29%	+0.20
SMTC Semtech Corp.	Add +3.8%	1.82%	+0.19
NTLA Intellia Therapeutics Inc.	Add +92.0%	0.35%	+0.18
HQY Healthequity Inc.	Add +68.7%	0.43%	+0.17
CALY Callaway Golf Company	Add +869.9%	0.18%	+0.16
BBIO Bridgebio Pharma Inc.	New	0.15%	+0.15
PTC PTC Inc.	Add +110.2%	0.30%	+0.14
ENVX Enovix Corp.	Add +12.3%	0.63%	+0.14
EYPT Eyepoint Inc.	New	0.13%	+0.13
ALAB Astera Labs Inc.	Add +42.5%	0.29%	+0.13
PRTA Prothena Corp. PLC	New	0.11%	+0.11
AGYS Agilysys Inc.	New	0.11%	+0.11
RYTM Rhythm Pharmaceuticals Inc.	New	0.11%	+0.11
SRRK Scholar Rock Holding Corp.	New	0.11%	+0.11
GTES Gates Industrial Corp. UK Ltd.	Add +10.1%	0.87%	+0.10
SLNO Soleno Therapeutics Inc.	Add +84.6%	0.20%	+0.09
ACVA Acv Auctions Inc. Class A	Add +15.3%	1.04%	+0.08
WEAV Weave Communications Inc.	New	0.08%	+0.08
VCTR Victory Capital Holding - A	Add +14.1%	3.10%	+0.08
CERT Certara Inc.	Add +72.4%	0.19%	+0.08
LIND Lindblad Expeditions Holding	New	0.08%	+0.08
OWLT Owlet Inc.	Add +705.5%	0.07%	+0.07
FOUR SHIFT4 Payments Inc. Class A	Add +8.0%	1.04%	+0.07
BLFS Biolife Solutions Inc.	Add +46.4%	0.56%	+0.06
PHR Phreesia Inc.	Add +14.4%	1.51%	+0.06
ADTN Adtran Holdings Inc.	Add +455.0%	0.07%	+0.06
JBTM JBT Marel Corp.	Add +43.0%	0.39%	+0.05
CIEN Ciena Corp.	Add +12.3%	0.27%	+0.05
STKL Sunopta Inc.	Add +8.9%	0.86%	+0.05
P Everpure Inc. Class A	Add +2.4%	0.59%	+0.05
EXLS Exlservice Holdings Inc.	Add +88.9%	0.15%	+0.05
CECO Ceco Environmental Corp.	Add +10.9%	0.41%	+0.05
WGS Genedx Holdings Corp.	New	0.04%	+0.04
RGEN Repligen Corp.	Add +33.5%	0.68%	+0.04
SNDX Syndax Pharmaceuticals Inc.	Add +80.3%	0.38%	+0.04
SMMT Summit Therapeutics Inc.	Add +49.1%	0.16%	+0.04

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	150	$2.8B	PRCH, SIMO, FPS, INDI, VCTR
Q1 2026	149	$2.1B	CRS, PRCH, FTAI, MOD, VCTR
Q4 2025	157	$2.3B	PRCH, GENI, CRS, FTAI, VCTR
Q3 2025	146	$2.4B	PRCH, GENI, ODD, MGNI, VCTR
Q2 2025	153	$2.5B	PRCH, ODD, MGNI, GENI, MRX
Q1 2025	159	$2.0B	PRCH, GENI, MRX, ODD, VCTR
Q4 2024	180	$2.4B	AXON, VCTR, INDI, GENI, MRX
Q3 2024	187	$2.5B	EVH, AXON, ZETA, INDI, TOST
Q2 2024	180	$2.5B	INDI, ZETA, AXON, MGNI, SPT
Q1 2024	181	$2.8B	INDI, SPT, AXON, ZETA, EVH