Ranger Investment Management, L.P.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Ranger Investment Management, L.P. reported 83 stock positions worth $1.6 billion. Its top holding was Ligand Pharmaceuticals (LGND) at 5.2% of the portfolio, followed by PDF Solutions (PDFS, 5.1%) and Solaris Energy Infrastructur (SEI, 3.0%). Compared with Q1 2026, it opened 11 new positions, sold out of 7, added to 20 and reduced 52. The biggest buy was a new position in Aramark (ARMK) and the biggest sale an exit from Topbuild (BLD).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001319691
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001319691-26-000006 ↗ filed Aug 13, 2026
Holdings Value
Holdings 83 stocks · $1.6B
| LGND Ligand Pharmaceuticals | 5.15% | 257,596 | $81.4M | Reduce -3.9% |
| PDFS PDF Solutions Inc. | 5.15% | 1,149,647 | $81.4M | Reduce -10.2% |
| SEI Solaris Energy Infrastructur | 2.97% | 583,733 | $47.0M | Reduce -4.0% |
| ULS Ul Solutions Inc. Class A | 2.69% | 418,200 | $42.6M | Reduce -6.4% |
| STRL Sterling Infrastructure Inc. | 2.51% | 47,186 | $39.6M | Reduce -12.0% |
| AGX Argan Inc. | 2.42% | 47,889 | $38.2M | Reduce -10.6% |
| MTSI Macom Technology Solutions H | 2.42% | 100,486 | $38.2M | Reduce -32.3% |
| TFIN Triumph Financial Inc. | 2.34% | 483,810 | $36.9M | Reduce -7.5% |
| SN Sharkninja Inc. | 2.32% | 240,643 | $36.6M | Add +13.1% |
| EE Excelerate Energy Inc. Class A | 2.19% | 912,300 | $34.7M | Add +1.7% |
| CWST Casella Waste Systems Inc. Class A | 2.03% | 330,460 | $32.0M | Reduce -3.3% |
| SSD Simpson Manufacturing Co. Inc. | 2.01% | 151,834 | $31.8M | Reduce -2.0% |
| OII Oceaneering Intl Inc. | 1.99% | 777,643 | $31.5M | Reduce -2.4% |
| WRBY Warby Parker Inc. Class A | 1.96% | 1,020,064 | $30.9M | Add +50.6% |
| AAON Aaon Inc. | 1.93% | 241,003 | $30.6M | Reduce -6.4% |
| HQY Healthequity Inc. | 1.82% | 319,253 | $28.8M | Add +17.7% |
| ANIP Ani Pharmaceuticals Inc. | 1.80% | 343,150 | $28.4M | Reduce -4.7% |
| SAIA Saia Inc. | 1.72% | 64,665 | $27.2M | Reduce -19.4% |
| PEGA Pegasystems Inc. | 1.66% | 873,139 | $26.2M | Reduce -17.1% |
| ORA Ormat Technologies Inc. | 1.54% | 224,096 | $24.4M | Add +107.6% |
| CHYM Chime Financial Inc. Class A | 1.54% | 1,188,661 | $24.3M | Add +32.0% |
| WSC Willscot Holdings Corp. | 1.52% | 834,433 | $24.1M | Add +71.7% |
| RMBS Rambus Inc. | 1.48% | 176,692 | $23.5M | Reduce -21.3% |
| WBI Waterbridge Infrastruc Class A | 1.48% | 682,262 | $23.4M | Reduce -26.2% |
| FSS Federal Signal Corp. | 1.46% | 179,428 | $23.1M | Reduce -6.4% |
| JLL Jones Lang Lasalle Inc. | 1.38% | 70,269 | $21.8M | Reduce -6.5% |
| WLDN Willdan Group Inc. | 1.38% | 275,191 | $21.8M | Add +492.6% |
| TXRH Texas Roadhouse Inc. | 1.36% | 111,578 | $21.6M | Reduce -34.4% |
| STVN Stevanato Group SPA | 1.36% | 1,186,375 | $21.4M | Reduce -6.6% |
| LMAT Lemaitre Vascular Inc. | 1.33% | 219,307 | $21.0M | Reduce -8.0% |
| WULF Terawulf Inc. | 1.31% | 838,560 | $20.7M | Add +110.5% |
| ARMK Aramark | 1.20% | 333,660 | $19.0M | New |
| BWXT BWX Technologies Inc. | 1.20% | 97,321 | $18.9M | Add +66.0% |
| OPLN Openlane Inc. | 1.15% | 440,010 | $18.1M | New |
| MOD Modine Manufacturing Co. | 1.14% | 67,226 | $18.0M | Reduce -6.4% |
| PCTY Paylocity Holding Corp. | 1.13% | 171,262 | $17.9M | Reduce -6.4% |
| ADMA Adma Biologics Inc. | 1.12% | 2,115,417 | $17.7M | Reduce -7.4% |
| PL Planet Labs PBC | 1.12% | 533,917 | $17.7M | Reduce -4.9% |
| MLAB Mesa Laboratories Inc. | 1.10% | 173,988 | $17.3M | Reduce -14.3% |
| AMSC American Superconductor Corp. | 1.06% | 405,266 | $16.8M | New |
| SKY Champion Homes Inc. | 1.04% | 185,831 | $16.4M | Reduce -6.3% |
| LTH Life Time Group Holdings Inc. | 1.03% | 399,163 | $16.3M | Reduce -6.4% |
| NCNO Ncino Inc. | 1.01% | 975,055 | $15.9M | Reduce -7.8% |
| PR Permian Resources Corp. Class A | 0.95% | 816,316 | $15.0M | Reduce -6.4% |
| CRL Charles River Laboratories | 0.95% | 66,182 | $15.0M | Reduce -6.4% |
| BOOT Boot Barn Holdings Inc. | 0.94% | 90,241 | $14.8M | Add +7.3% |
| GNRC Generac Holdings Inc. | 0.91% | 49,005 | $14.3M | New |
| MEDP Medpace Holdings Inc. | 0.90% | 26,869 | $14.2M | Reduce -44.4% |
| KRMN Karman Holdings Inc. | 0.88% | 278,485 | $13.9M | Reduce -6.4% |
| CELH Celsius Holdings Inc. | 0.86% | 465,470 | $13.6M | Reduce -6.4% |
| OZK Bank Ozk | 0.84% | 254,180 | $13.2M | Reduce -6.4% |
| WK Workiva Inc. | 0.82% | 266,945 | $12.9M | Reduce -22.0% |
| NVEC Nve Corp. | 0.80% | 121,341 | $12.7M | Add +1.0% |
| CDNL Cardinal Infrastructure GR-A | 0.74% | 124,927 | $11.8M | New |
| LAZ Lazard Inc. | 0.72% | 270,470 | $11.3M | Reduce -53.2% |
| KRT Karat Packaging Inc. | 0.70% | 332,596 | $11.1M | Add +2.3% |
| MCB Metropolitan Bank Holding Co. | 0.69% | 109,857 | $10.8M | Add +4.8% |
| CCB Coastal Financial Corp. | 0.68% | 138,897 | $10.8M | Reduce -8.1% |
| CVLG Covenant Logistics Group Inc. | 0.66% | 236,658 | $10.5M | Add +37.0% |
| UFPT Ufp Technologies Inc. | 0.60% | 36,030 | $9.6M | Add +0.2% |
| IRMD Iradimed Corp. | 0.59% | 98,346 | $9.4M | Reduce -11.5% |
| PNTG The Pennant Group Inc. | 0.59% | 252,658 | $9.3M | Reduce -11.5% |
| PAHC Phibro Animal Health Corp. Class A | 0.58% | 292,410 | $9.2M | Add +5.0% |
| APPF Appfolio Inc. Class A | 0.57% | 56,689 | $9.1M | Reduce -42.5% |
| MMSI Merit Medical Systems Inc. | 0.57% | 130,447 | $9.0M | Reduce -6.4% |
| BFST Business First Bancshares | 0.55% | 284,500 | $8.7M | Reduce -11.4% |
| PLPC Preformed Line Products Co. | 0.50% | 19,339 | $7.9M | Add +3.3% |
| GRBK Green Brick Partners Inc. | 0.49% | 96,255 | $7.7M | Reduce -11.5% |
| GRDN Guardian Phrmcy Services-A | 0.46% | 173,458 | $7.3M | Add +3.8% |
| BLFS Biolife Solutions Inc. | 0.43% | 238,521 | $6.7M | Reduce -11.4% |
| PLOW Douglas Dynamics Inc. | 0.37% | 109,622 | $5.9M | Reduce -57.9% |
| COCO The Vita Coco Co. Inc. | 0.36% | 85,105 | $5.6M | Reduce -40.2% |
| VIAV Viavi Solutions Inc. | 0.34% | 112,740 | $5.4M | New |
| TTI Tetra Technologies Inc. | 0.33% | 458,119 | $5.2M | Reduce -11.5% |
| PWP Perella Weinberg Partners | 0.33% | 321,985 | $5.1M | Reduce -12.5% |
| OUST Ouster Inc. | 0.31% | 77,190 | $4.8M | New |
| WTTR Select Water Solutions Inc. | 0.30% | 239,795 | $4.8M | Reduce -43.2% |
| MGRC McGrath Rentcorp | 0.30% | 39,415 | $4.8M | Add +67.6% |
| KRUS Kura Sushi USA Inc. Class A | 0.27% | 75,090 | $4.3M | Reduce -11.5% |
| LQDT Liquidity Services Inc. | 0.21% | 83,292 | $3.3M | New |
| TBN Tamboran Resources Corp. | 0.17% | 80,248 | $2.6M | New |
| NNBR NN Inc. | 0.13% | 568,235 | $2.0M | New |
| FRVO Fervo Energy Co. Class A | 0.09% | 49,772 | $1.5M | New |
Portfolio Sells Q1 2026 → Q2 2026
| BLD Topbuild Corp. | Sold out | 0.00% | −1.61 |
| PEGA Pegasystems Inc. | Reduce -17.1% | 1.66% | −1.59 |
| IIIV I3 Verticals Inc. Class A | Sold out | 0.00% | −1.50 |
| RGEN Repligen Corp. | Sold out | 0.00% | −1.37 |
| GWRE Guidewire Software Inc. | Sold out | 0.00% | −1.24 |
| LAZ Lazard Inc. | Reduce -53.2% | 0.72% | −1.06 |
| WING Wingstop Inc. | Sold out | 0.00% | −0.92 |
| KRMN Karman Holdings Inc. | Reduce -6.4% | 0.88% | −0.84 |
| MEDP Medpace Holdings Inc. | Reduce -44.4% | 0.90% | −0.78 |
| TXRH Texas Roadhouse Inc. | Reduce -34.4% | 1.36% | −0.67 |
| WK Workiva Inc. | Reduce -22.0% | 0.82% | −0.66 |
| VITL Vital Farms Inc. | Sold out | 0.00% | −0.59 |
| LMAT Lemaitre Vascular Inc. | Reduce -8.0% | 1.33% | −0.55 |
| APPF Appfolio Inc. Class A | Reduce -42.5% | 0.57% | −0.55 |
| GLIBK Liberty Capital Corp. Class C | Sold out | 0.00% | −0.44 |
| PLOW Douglas Dynamics Inc. | Reduce -57.9% | 0.37% | −0.42 |
| CELH Celsius Holdings Inc. | Reduce -6.4% | 0.86% | −0.41 |
| PR Permian Resources Corp. Class A | Reduce -6.4% | 0.95% | −0.39 |
| ADMA Adma Biologics Inc. | Reduce -7.4% | 1.12% | −0.37 |
| SAIA Saia Inc. | Reduce -19.4% | 1.72% | −0.32 |
| WBI Waterbridge Infrastruc Class A | Reduce -26.2% | 1.48% | −0.31 |
| PCTY Paylocity Holding Corp. | Reduce -6.4% | 1.13% | −0.30 |
| JLL Jones Lang Lasalle Inc. | Reduce -6.5% | 1.38% | −0.28 |
| ANIP Ani Pharmaceuticals Inc. | Reduce -4.7% | 1.80% | −0.21 |
| MLAB Mesa Laboratories Inc. | Reduce -14.3% | 1.10% | −0.20 |
| IRMD Iradimed Corp. | Reduce -11.5% | 0.59% | −0.18 |
| WTTR Select Water Solutions Inc. | Reduce -43.2% | 0.30% | −0.16 |
| PWP Perella Weinberg Partners | Reduce -12.5% | 0.33% | −0.16 |
| KRUS Kura Sushi USA Inc. Class A | Reduce -11.5% | 0.27% | −0.15 |
| CCB Coastal Financial Corp. | Reduce -8.1% | 0.68% | −0.15 |
| NCNO Ncino Inc. | Reduce -7.8% | 1.01% | −0.14 |
| COCO The Vita Coco Co. Inc. | Reduce -40.2% | 0.36% | −0.14 |
| MMSI Merit Medical Systems Inc. | Reduce -6.4% | 0.57% | −0.12 |
| ULS Ul Solutions Inc. Class A | Reduce -6.4% | 2.69% | −0.08 |
| BFST Business First Bancshares | Reduce -11.4% | 0.55% | −0.08 |
| OZK Bank Ozk | Reduce -6.4% | 0.84% | −0.06 |
| OII Oceaneering Intl Inc. | Reduce -2.4% | 1.99% | −0.05 |
| FSS Federal Signal Corp. | Reduce -6.4% | 1.46% | −0.04 |
| PNTG The Pennant Group Inc. | Reduce -11.5% | 0.59% | −0.04 |
| SKY Champion Homes Inc. | Reduce -6.3% | 1.04% | −0.03 |
| GRBK Green Brick Partners Inc. | Reduce -11.5% | 0.49% | −0.02 |
| PL Planet Labs PBC | Reduce -4.9% | 1.12% | −0.02 |
| TTI Tetra Technologies Inc. | Reduce -11.5% | 0.33% | +0.01 |
| MOD Modine Manufacturing Co. | Reduce -6.4% | 1.14% | +0.01 |
| MTSI Macom Technology Solutions H | Reduce -32.3% | 2.42% | +0.03 |
| BLFS Biolife Solutions Inc. | Reduce -11.4% | 0.43% | +0.05 |
| CWST Casella Waste Systems Inc. Class A | Reduce -3.3% | 2.03% | +0.07 |
| CRL Charles River Laboratories | Reduce -6.4% | 0.95% | +0.07 |
| TFIN Triumph Financial Inc. | Reduce -7.5% | 2.34% | +0.08 |
| RMBS Rambus Inc. | Reduce -21.3% | 1.48% | +0.09 |
Portfolio Buys Q1 2026 → Q2 2026
| ARMK Aramark | New | 1.20% | +1.20 |
| OPLN Openlane Inc. | New | 1.15% | +1.15 |
| WLDN Willdan Group Inc. | Add +492.6% | 1.38% | +1.12 |
| AMSC American Superconductor Corp. | New | 1.06% | +1.06 |
| WRBY Warby Parker Inc. Class A | Add +50.6% | 1.96% | +0.93 |
| WSC Willscot Holdings Corp. | Add +71.7% | 1.52% | +0.91 |
| GNRC Generac Holdings Inc. | New | 0.91% | +0.91 |
| WULF Terawulf Inc. | Add +110.5% | 1.31% | +0.89 |
| CDNL Cardinal Infrastructure GR-A | New | 0.74% | +0.74 |
| SN Sharkninja Inc. | Add +13.1% | 2.32% | +0.69 |
| ORA Ormat Technologies Inc. | Add +107.6% | 1.54% | +0.67 |
| VIAV Viavi Solutions Inc. | New | 0.34% | +0.34 |
| BWXT BWX Technologies Inc. | Add +66.0% | 1.20% | +0.33 |
| CVLG Covenant Logistics Group Inc. | Add +37.0% | 0.66% | +0.32 |
| CHYM Chime Financial Inc. Class A | Add +32.0% | 1.54% | +0.32 |
| OUST Ouster Inc. | New | 0.31% | +0.31 |
| NVEC Nve Corp. | Add +1.0% | 0.80% | +0.23 |
| LQDT Liquidity Services Inc. | New | 0.21% | +0.21 |
| HQY Healthequity Inc. | Add +17.7% | 1.82% | +0.18 |
| TBN Tamboran Resources Corp. | New | 0.17% | +0.17 |
| PLPC Preformed Line Products Co. | Add +3.3% | 0.50% | +0.14 |
| NNBR NN Inc. | New | 0.13% | +0.13 |
| MGRC McGrath Rentcorp | Add +67.6% | 0.30% | +0.11 |
| UFPT Ufp Technologies Inc. | Add +0.2% | 0.60% | +0.10 |
| FRVO Fervo Energy Co. Class A | New | 0.09% | +0.09 |
| MCB Metropolitan Bank Holding Co. | Add +4.8% | 0.69% | +0.05 |
| BOOT Boot Barn Holdings Inc. | Add +7.3% | 0.94% | +0.05 |
| KRT Karat Packaging Inc. | Add +2.3% | 0.70% | +0.05 |
| EE Excelerate Energy Inc. Class A | Add +1.7% | 2.19% | +0.02 |
| GRDN Guardian Phrmcy Services-A | Add +3.8% | 0.46% | +0.00 |
| PAHC Phibro Animal Health Corp. Class A | Add +5.0% | 0.58% | −0.53 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 83 | $1.6B | LGND, PDFS, SEI, ULS, STRL |
| Q1 2026 | 79 | $1.4B | LGND, PEGA, PDFS, ULS, SEI |
| Q4 2025 | 79 | $1.5B | PEGA, LGND, ADMA, AGX, EE |
| Q3 2025 | 76 | $1.4B | PEGA, LGND, EE, AAON, ADMA |
| Q2 2025 | 72 | $1.4B | PEGA, TXRH, EE, ADMA, LMAT |
| Q1 2025 | 75 | $1.4B | TXRH, EE, PEGA, LMAT, OSW |
| Q4 2024 | 89 | $1.6B | PEGA, LMAT, TXRH, WK, OSW |
| Q3 2024 | 88 | $1.6B | LMAT, PEGA, TXRH, BOOT, PR |
| Q2 2024 | 94 | $1.5B | LMAT, PR, TXRH, MEDP, SLP |
| Q1 2024 | 93 | $1.6B | PR, LMAT, MEDP, TXRH, BOOT |