Ranger Investment Management, L.P.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Ranger Investment Management, L.P. reported 79 stock positions worth $1.4 billion. Its top holding was Ligand Pharmaceuticals (LGND) at 3.9% of the portfolio, followed by Pegasystems (PEGA, 3.2%) and PDF Solutions (PDFS, 3.0%). Compared with Q4 2025, it opened 7 new positions, sold out of 7, added to 12 and reduced 60. The biggest buy was a new position in Sterling Infrastructure (STRL) and the biggest sale an exit from Onespaworld (OSW).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0001319691
- Portfolio Value
- $1.4B (Q1 2026)
- SEC Filing
- 0001319691-26-000003 ↗ filed May 15, 2026
Holdings Value
Holdings 79 stocks · $1.4B
| LGND Ligand Pharmaceuticals | 3.87% | 267,943 | $53.5M | Reduce -0.8% |
| PEGA Pegasystems Inc. | 3.24% | 1,052,849 | $44.8M | Add +15.6% |
| PDFS PDF Solutions Inc. | 3.03% | 1,279,630 | $41.9M | Add +9.4% |
| ULS Ul Solutions Inc. Class A | 2.77% | 446,930 | $38.3M | Add +8.5% |
| SEI Solaris Energy Infrastructur | 2.49% | 607,810 | $34.3M | Reduce -2.5% |
| MTSI Macom Technology Solutions H | 2.38% | 148,356 | $32.9M | Reduce -0.8% |
| TFIN Triumph Financial Inc. | 2.26% | 523,251 | $31.2M | Add +48.5% |
| EE Excelerate Energy Inc. Class A | 2.17% | 897,041 | $30.0M | Reduce -26.5% |
| AGX Argan Inc. | 2.11% | 53,592 | $29.2M | Reduce -54.1% |
| OII Oceaneering Intl Inc. | 2.04% | 796,595 | $28.3M | Reduce -0.8% |
| SAIA Saia Inc. | 2.04% | 80,188 | $28.2M | Reduce -0.8% |
| TXRH Texas Roadhouse Inc. | 2.03% | 170,182 | $28.1M | Reduce -0.7% |
| ANIP Ani Pharmaceuticals Inc. | 2.00% | 360,083 | $27.7M | Reduce -0.6% |
| CWST Casella Waste Systems Inc. Class A | 1.96% | 341,689 | $27.1M | Reduce -0.7% |
| SSD Simpson Manufacturing Co. Inc. | 1.92% | 154,911 | $26.6M | Reduce -0.8% |
| LMAT Lemaitre Vascular Inc. | 1.88% | 238,360 | $26.0M | Reduce -36.8% |
| WBI Waterbridge Infrastruc Class A | 1.79% | 924,570 | $24.8M | Add +59.7% |
| LAZ Lazard Inc. | 1.78% | 577,662 | $24.5M | Reduce -0.8% |
| KRMN Karman Holdings Inc. | 1.72% | 297,540 | $23.8M | Add +12.8% |
| MEDP Medpace Holdings Inc. | 1.68% | 48,357 | $23.2M | Reduce -0.7% |
| JLL Jones Lang Lasalle Inc. | 1.65% | 75,111 | $22.9M | Reduce -0.8% |
| HQY Healthequity Inc. | 1.64% | 271,223 | $22.7M | Reduce -0.8% |
| SN Sharkninja Inc. | 1.63% | 212,742 | $22.5M | Reduce -0.8% |
| BLD Topbuild Corp. | 1.61% | 63,231 | $22.2M | Reduce -0.8% |
| STRL Sterling Infrastructure Inc. | 1.58% | 53,634 | $21.8M | New |
| AAON Aaon Inc. | 1.54% | 257,410 | $21.3M | Reduce -38.8% |
| FSS Federal Signal Corp. | 1.50% | 191,729 | $20.7M | Reduce -0.8% |
| IIIV I3 Verticals Inc. Class A | 1.50% | 925,888 | $20.7M | Reduce -0.5% |
| ADMA Adma Biologics Inc. | 1.49% | 2,283,810 | $20.6M | Reduce -0.7% |
| WK Workiva Inc. | 1.48% | 342,185 | $20.4M | Add +11.5% |
| PCTY Paylocity Holding Corp. | 1.43% | 182,925 | $19.8M | Add +5.7% |
| RMBS Rambus Inc. | 1.40% | 224,365 | $19.3M | Add +135.0% |
| RGEN Repligen Corp. | 1.37% | 161,135 | $19.0M | Reduce -0.8% |
| PR Permian Resources Corp. Class A | 1.35% | 872,005 | $18.6M | Reduce -38.3% |
| MLAB Mesa Laboratories Inc. | 1.30% | 202,903 | $17.9M | Reduce -1.1% |
| CELH Celsius Holdings Inc. | 1.28% | 497,495 | $17.7M | Reduce -0.8% |
| STVN Stevanato Group SPA | 1.26% | 1,270,811 | $17.5M | Reduce -0.6% |
| GWRE Guidewire Software Inc. | 1.24% | 114,745 | $17.2M | Reduce -4.1% |
| CHYM Chime Financial Inc. Class A | 1.22% | 900,285 | $16.9M | Add +52.3% |
| NCNO Ncino Inc. | 1.15% | 1,056,960 | $15.8M | Reduce -6.7% |
| PL Planet Labs PBC | 1.14% | 561,284 | $15.7M | Reduce -12.3% |
| APPF Appfolio Inc. Class A | 1.13% | 98,630 | $15.6M | Reduce -13.7% |
| MOD Modine Manufacturing Co. | 1.13% | 71,789 | $15.6M | New |
| PAHC Phibro Animal Health Corp. Class A | 1.11% | 278,475 | $15.4M | Reduce -0.3% |
| SKY Champion Homes Inc. | 1.07% | 198,412 | $14.8M | Reduce -0.8% |
| WRBY Warby Parker Inc. Class A | 1.03% | 677,310 | $14.3M | Reduce -30.3% |
| WING Wingstop Inc. | 0.92% | 81,884 | $12.7M | Reduce -0.7% |
| OZK Bank Ozk | 0.90% | 271,587 | $12.5M | Reduce -0.8% |
| BOOT Boot Barn Holdings Inc. | 0.89% | 84,060 | $12.3M | Reduce -0.6% |
| CRL Charles River Laboratories | 0.88% | 70,715 | $12.2M | New |
| ORA Ormat Technologies Inc. | 0.87% | 107,950 | $12.1M | New |
| BWXT BWX Technologies Inc. | 0.87% | 58,640 | $12.0M | New |
| CCB Coastal Financial Corp. | 0.83% | 151,099 | $11.5M | Reduce -0.6% |
| LTH Life Time Group Holdings Inc. | 0.83% | 426,603 | $11.5M | Reduce -0.8% |
| PLOW Douglas Dynamics Inc. | 0.79% | 260,600 | $11.0M | Reduce -0.3% |
| IRMD Iradimed Corp. | 0.77% | 111,085 | $10.7M | Reduce -0.3% |
| MMSI Merit Medical Systems Inc. | 0.70% | 139,425 | $9.6M | Reduce -31.5% |
| KRT Karat Packaging Inc. | 0.66% | 325,104 | $9.1M | Add +8.1% |
| MCB Metropolitan Bank Holding Co. | 0.63% | 104,835 | $8.7M | Reduce -0.3% |
| PNTG The Pennant Group Inc. | 0.63% | 285,350 | $8.7M | Reduce -0.3% |
| BFST Business First Bancshares | 0.63% | 321,290 | $8.7M | Reduce -0.3% |
| WSC Willscot Holdings Corp. | 0.61% | 485,983 | $8.4M | Reduce -0.8% |
| VITL Vital Farms Inc. | 0.59% | 579,790 | $8.2M | Reduce -0.6% |
| NVEC Nve Corp. | 0.57% | 120,170 | $7.9M | Reduce -0.3% |
| GRBK Green Brick Partners Inc. | 0.51% | 108,724 | $7.0M | Reduce -0.3% |
| UFPT Ufp Technologies Inc. | 0.50% | 35,945 | $7.0M | Reduce -0.3% |
| COCO The Vita Coco Co. Inc. | 0.49% | 142,260 | $6.8M | Reduce -0.3% |
| PWP Perella Weinberg Partners | 0.48% | 367,855 | $6.7M | Reduce -0.4% |
| WTTR Select Water Solutions Inc. | 0.47% | 421,845 | $6.5M | Reduce -0.3% |
| GRDN Guardian Phrmcy Services-A | 0.46% | 167,190 | $6.3M | Reduce -0.3% |
| GLIBK Liberty Capital Corp. Class C filed as GCI LIBERTY INC | 0.44% | 162,341 | $6.0M | Reduce -0.4% |
| KRUS Kura Sushi USA Inc. Class A | 0.43% | 84,810 | $5.9M | Reduce -0.3% |
| WULF Terawulf Inc. | 0.42% | 398,330 | $5.7M | Add +118.9% |
| BLFS Biolife Solutions Inc. | 0.37% | 269,365 | $5.1M | Reduce -0.3% |
| PLPC Preformed Line Products Co. | 0.37% | 18,722 | $5.1M | New |
| CVLG Covenant Logistics Group Inc. | 0.34% | 172,710 | $4.7M | Reduce -0.3% |
| TTI Tetra Technologies Inc. | 0.32% | 517,390 | $4.4M | Reduce -0.3% |
| WLDN Willdan Group Inc. | 0.26% | 46,435 | $3.6M | New |
| MGRC McGrath Rentcorp | 0.19% | 23,515 | $2.6M | Reduce -0.3% |
Portfolio Sells Q4 2025 → Q1 2026
| OSW Onespaworld Holdings Ltd. | Sold out | 0.00% | −1.44 |
| ADMA Adma Biologics Inc. | Reduce -0.7% | 1.49% | −1.39 |
| CHE Chemed Corp. | Sold out | 0.00% | −1.17 |
| BIRK Birkenstock Holding PLC | Sold out | 0.00% | −0.89 |
| NCNO Ncino Inc. | Reduce -6.7% | 1.15% | −0.85 |
| APPF Appfolio Inc. Class A | Reduce -13.7% | 1.13% | −0.70 |
| VITL Vital Farms Inc. | Reduce -0.6% | 0.59% | −0.69 |
| AAON Aaon Inc. | Reduce -38.8% | 1.54% | −0.66 |
| MMSI Merit Medical Systems Inc. | Reduce -31.5% | 0.70% | −0.54 |
| STVN Stevanato Group SPA | Reduce -0.6% | 1.26% | −0.50 |
| RGEN Repligen Corp. | Reduce -0.8% | 1.37% | −0.45 |
| WING Wingstop Inc. | Reduce -0.7% | 0.92% | −0.43 |
| WRBY Warby Parker Inc. Class A | Reduce -30.3% | 1.03% | −0.42 |
| GWRE Guidewire Software Inc. | Reduce -4.1% | 1.24% | −0.41 |
| AGX Argan Inc. | Reduce -54.1% | 2.11% | −0.40 |
| CCB Coastal Financial Corp. | Reduce -0.6% | 0.83% | −0.36 |
| CWST Casella Waste Systems Inc. Class A | Reduce -0.7% | 1.96% | −0.35 |
| ODD Oddity Tech Ltd. Class A | Sold out | 0.00% | −0.32 |
| CELH Celsius Holdings Inc. | Reduce -0.8% | 1.28% | −0.30 |
| LMB Limbach Holdings Inc. | Sold out | 0.00% | −0.23 |
| BLD Topbuild Corp. | Reduce -0.8% | 1.61% | −0.22 |
| LMAT Lemaitre Vascular Inc. | Reduce -36.8% | 1.88% | −0.21 |
| MEDP Medpace Holdings Inc. | Reduce -0.7% | 1.68% | −0.20 |
| QNST Quinstreet Inc. | Sold out | 0.00% | −0.18 |
| FWRG First Watch Restaurant Group | Sold out | 0.00% | −0.18 |
| EE Excelerate Energy Inc. Class A | Reduce -26.5% | 2.17% | −0.18 |
| LAZ Lazard Inc. | Reduce -0.8% | 1.78% | −0.16 |
| BOOT Boot Barn Holdings Inc. | Reduce -0.6% | 0.89% | −0.13 |
| IIIV I3 Verticals Inc. Class A | Reduce -0.5% | 1.50% | −0.11 |
| JLL Jones Lang Lasalle Inc. | Reduce -0.8% | 1.65% | −0.09 |
| SKY Champion Homes Inc. | Reduce -0.8% | 1.07% | −0.09 |
| HQY Healthequity Inc. | Reduce -0.8% | 1.64% | −0.08 |
| BLFS Biolife Solutions Inc. | Reduce -0.3% | 0.37% | −0.08 |
| UFPT Ufp Technologies Inc. | Reduce -0.3% | 0.50% | −0.05 |
| COCO The Vita Coco Co. Inc. | Reduce -0.3% | 0.49% | −0.03 |
| WSC Willscot Holdings Corp. | Reduce -0.8% | 0.61% | −0.02 |
| SN Sharkninja Inc. | Reduce -0.8% | 1.63% | −0.02 |
| PR Permian Resources Corp. Class A | Reduce -38.3% | 1.35% | −0.01 |
| TTI Tetra Technologies Inc. | Reduce -0.3% | 0.32% | −0.01 |
| MGRC McGrath Rentcorp | Reduce -0.3% | 0.19% | +0.02 |
| GLIBK Liberty Capital Corp. Class C | Reduce -0.4% | 0.44% | +0.02 |
| IRMD Iradimed Corp. | Reduce -0.3% | 0.77% | +0.03 |
| OZK Bank Ozk | Reduce -0.8% | 0.90% | +0.04 |
| GRBK Green Brick Partners Inc. | Reduce -0.3% | 0.51% | +0.04 |
| ANIP Ani Pharmaceuticals Inc. | Reduce -0.6% | 2.00% | +0.04 |
| PWP Perella Weinberg Partners | Reduce -0.4% | 0.48% | +0.05 |
| LTH Life Time Group Holdings Inc. | Reduce -0.8% | 0.83% | +0.05 |
| BFST Business First Bancshares | Reduce -0.3% | 0.63% | +0.05 |
| FSS Federal Signal Corp. | Reduce -0.8% | 1.50% | +0.06 |
| PNTG The Pennant Group Inc. | Reduce -0.3% | 0.63% | +0.08 |
Portfolio Buys Q4 2025 → Q1 2026
| STRL Sterling Infrastructure Inc. | New | 1.58% | +1.58 |
| MOD Modine Manufacturing Co. | New | 1.13% | +1.13 |
| WBI Waterbridge Infrastruc Class A | Add +59.7% | 1.79% | +1.00 |
| CRL Charles River Laboratories | New | 0.88% | +0.88 |
| ORA Ormat Technologies Inc. | New | 0.87% | +0.87 |
| BWXT BWX Technologies Inc. | New | 0.87% | +0.87 |
| RMBS Rambus Inc. | Add +135.0% | 1.40% | +0.79 |
| TFIN Triumph Financial Inc. | Add +48.5% | 2.26% | +0.74 |
| PDFS PDF Solutions Inc. | Add +9.4% | 3.03% | +0.74 |
| ULS Ul Solutions Inc. Class A | Add +8.5% | 2.77% | +0.54 |
| KRMN Karman Holdings Inc. | Add +12.8% | 1.72% | +0.40 |
| PLPC Preformed Line Products Co. | New | 0.37% | +0.37 |
| WULF Terawulf Inc. | Add +118.9% | 0.42% | +0.27 |
| WLDN Willdan Group Inc. | New | 0.26% | +0.26 |
| CHYM Chime Financial Inc. Class A | Add +52.3% | 1.22% | +0.20 |
| KRT Karat Packaging Inc. | Add +8.1% | 0.66% | +0.19 |
| WK Workiva Inc. | Add +11.5% | 1.48% | −0.34 |
| PCTY Paylocity Holding Corp. | Add +5.7% | 1.43% | −0.38 |
| PEGA Pegasystems Inc. | Add +15.6% | 3.24% | −0.49 |
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 |