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Asset Manager ← All Institutions

Ranger Investment Management, L.P.

Q2 2025 · Filed 2025-08-19
Market Value
$1.4B
+2.6%
Holdings
76
-15
New Purchases
4
Added To
35
Closed
8
Reduced
29
Top 10 Concentration
30.9%
Turnover
15.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WRBY 1.61% 0.00% +1.61% $22M
STVN 2.34% 0.89% +1.45% $32M
WING 1.51% 0.36% +1.15% $21M
PEGA 4.41% 3.30% +1.11% $61M
ULS 2.25% 1.15% +1.09% $31M
FSS 2.98% 1.93% +1.04% $41M
LGND 2.48% 1.49% +0.99% $34M
JLL 0.92% 0.00% +0.92% $13M
ADMA 3.16% 2.37% +0.79% $44M
LAZ 1.76% 1.14% +0.62% $24M
BOOT 2.09% 1.56% +0.53% $29M
MNDY 1.33% 0.83% +0.50% $18M
KRUS 0.97% 0.55% +0.42% $13M
APPF 2.35% 1.96% +0.39% $32M
PAHC 0.66% 0.28% +0.38% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AZEK 0.00% 1.72% -1.72% $0
SKY 0.94% 2.19% -1.25% $13M
KWR 0.00% 1.23% -1.23% $0
OSW 1.96% 3.16% -1.19% $27M
RPAY 0.00% 1.17% -1.17% $0
PR 1.44% 2.45% -1.01% $20M
MGY 0.92% 1.91% -1.00% $13M
SHOO 0.00% 0.95% -0.95% $0
SLP 0.49% 1.27% -0.78% $7M
CWST 2.51% 3.13% -0.62% $35M
RGEN 1.52% 2.11% -0.59% $21M
MLAB 1.47% 2.04% -0.58% $20M
HQY 2.15% 2.72% -0.57% $30M
ELF 0.00% 0.54% -0.54% $0
DV 0.00% 0.53% -0.53% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 9 $225M 16.4%
Mid Cap 37 $786M 57.1%
Small Cap 28 $360M 26.2%
Micro Cap 2 $5M 0.4%

Portfolio Analytics

Avg Market Cap
$4.4B
Median Market Cap
$3.1B
Avg P/E
48.1
Median P/E
27.4
Avg Dividend Yield
0.01%
Avg Beta
1.10
# Stocks
76
# ETFs / Funds
0

Top Holdings (76 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PEGA 4.41% 1,121,350 $61M $54.13 $16M +483,745 +75.9%
2 TXRH 3.88% 285,310 $53M $187.41 $3M -15,545 -5.2%
3 EE 3.53% 1,655,815 $49M $29.32 -$294K -47,185 -2.8%
4 ADMA 3.16% 2,390,375 $44M $18.21 $12M +786,865 +49.1%
5 LMAT 3.10% 514,074 $43M $83.05 -$1M -8,435 -1.6%
6 FSS 2.98% 385,085 $41M $106.42 $15M +32,285 +9.2%
7 ANIP 2.53% 534,233 $35M $65.25 -$3M -37,405 -6.5%
8 CWST 2.51% 299,570 $35M $115.38 -$7M -76,802 -20.4%
9 LGND 2.48% 300,025 $34M $113.68 $14M +109,935 +57.8%
10 PCTY 2.36% 179,000 $32M $181.19 -$3M -9,565 -5.1%
11 APPF 2.35% 140,685 $32M $230.28 $6M +20,807 +17.4%
12 STVN 2.34% 1,321,030 $32M $24.43 $20M +735,417 +125.6%
13 AAON 2.32% 433,960 $32M $73.75 $2M +53,532 +14.1%
14 IIIV 2.29% 1,146,200 $31M $27.48 $3M +3,505 +0.3%
15 ULS 2.25% 424,895 $31M $72.86 $15M +150,020 +54.6%
16 HQY 2.15% 282,480 $30M $104.76 -$7M -131,191 -31.7%
17 GWRE 2.12% 123,750 $29M $235.45 $5M -6,605 -5.1%
18 CHE 2.10% 59,505 $29M $486.93 -$3M +6,989 +13.3%
19 BOOT 2.09% 189,170 $29M $152.00 $8M -5,235 -2.7%
20 OSW 1.96% 1,326,925 $27M $20.39 -$15M -1,198,213 -47.5%
21 SFM 1.80% 150,335 $25M $164.64 -$5M -43,876 -22.6%
22 LAZ 1.76% 505,385 $24M $47.98 $9M +153,150 +43.5%
23 HOMB 1.75% 848,050 $24M $28.46 -$1M -45,830 -5.1%
24 JJSF 1.65% 200,540 $23M $113.41 $5M +68,916 +52.4%
25 PDFS 1.62% 1,045,545 $22M $21.38 $6M +168,450 +19.2%
26 WRBY 1.61% 1,012,210 $22M $21.93 +1,012,210 NEW
27 WSC 1.61% 807,194 $22M $27.40 -$2M -43,800 -5.2%
28 NCNO 1.59% 781,245 $22M $27.97 $5M +151,945 +24.1%
29 MEDP 1.54% 67,747 $21M $313.86 -$495K -3,665 -5.1%
30 RGEN 1.52% 167,920 $21M $124.38 -$7M -54,795 -24.6%
31 WING 1.51% 61,825 $21M $336.74 $16M +40,331 +187.6%
32 TFIN 1.47% 367,959 $20M $55.11 -$1M -7,910 -2.1%
33 MLAB 1.47% 214,290 $20M $94.22 -$7M -16,698 -7.2%
34 PR 1.44% 1,457,615 $20M $13.62 -$13M -920,649 -38.7%
35 MMSI 1.43% 210,350 $20M $93.48 $2M +46,066 +28.0%
36 MNDY 1.33% 58,075 $18M $314.48 $7M +12,385 +27.1%
37 SSD 1.31% 116,280 $18M $155.31 -$1M -6,235 -5.1%
38 SAIA 1.17% 58,715 $16M $273.99 -$6M -3,140 -5.1%
39 WK 1.11% 223,620 $15M $68.45 -$3M -11,925 -5.1%
40 KRUS 0.97% 154,830 $13M $86.08 $6M +11,235 +7.8%
41 OZK 0.97% 282,940 $13M $47.06 $2M +20,985 +8.0%
42 MSA 0.94% 77,300 $13M $167.53 $1M -4,055 -5.0%
43 SKY 0.94% 206,290 $13M $62.61 -$16M -103,973 -33.5%
44 IRMD 0.93% 214,840 $13M $59.79 $2M +14,730 +7.4%
45 OII 0.92% 614,225 $13M $20.72 -$7M -278,887 -31.2%
46 JLL 0.92% 49,630 $13M $255.78 +49,630 NEW
47 MGY 0.92% 560,990 $13M $22.48 -$13M -455,054 -44.8%
48 MCB 0.76% 150,505 $11M $70.00 $3M +10,385 +7.4%
49 BLD 0.72% 30,832 $10M $323.74 $53K -1,725 -5.3%
50 UFPT 0.68% 38,470 $9M $244.16 $3M +7,080 +22.6%
51 PAHC 0.66% 357,970 $9M $25.54 $5M +179,975 +101.1%
52 PNTG 0.66% 304,925 $9M $29.85 $4M +110,175 +56.6%
53 VITL 0.66% 236,120 $9M $38.52 $2M +16,215 +7.4%
54 KRT 0.66% 320,556 $9M $28.16 $5M +164,716 +105.7%
55 BFST 0.62% 343,700 $8M $24.65 $681K +23,715 +7.4%
56 PLOW 0.60% 278,704 $8M $29.47 $4M +102,544 +58.2%
57 NVEC 0.60% 111,500 $8M $73.61 $2M +7,695 +7.4%
58 COCO 0.59% 225,175 $8M $36.10 $2M +15,240 +7.3%
59 LMB 0.56% 54,630 $8M $140.10 $3M -10,669 -16.3%
60 SLP 0.49% 386,185 $7M $17.45 -$10M -308,817 -44.4%
61 BLFS 0.45% 288,820 $6M $21.54 -$1M -48,020 -14.3%
62 QNST 0.42% 360,194 $6M $16.10 $714K +75,174 +26.4%
63 EPM 0.39% 1,146,350 $5M $4.70 -$140K +79,280 +7.4%
64 PWP 0.35% 247,475 $5M $19.42 $606K +19,195 +8.4%
65 CVLG 0.32% 184,575 $4M $24.11 +184,575 NEW
66 GRBK 0.27% 58,215 $4M $62.88 $498K +3,975 +7.3%
67 WTTR 0.24% 375,525 $3M $8.64 -$425K +26,050 +7.5%
68 AGX 0.21% 13,370 $3M $220.48 +13,370 NEW
69 INFU —% -$3M -545,246 -100.0% SOLD
70 SHOO —% -$13M -480,784 -100.0% SOLD
71 AZEK —% -$23M -472,947 -100.0% SOLD
72 ELF —% -$7M -114,861 -100.0% SOLD
73 MITK —% -$3M -416,341 -100.0% SOLD
74 RPAY —% -$16M -2,814,883 -100.0% SOLD
75 DV —% -$7M -529,237 -100.0% SOLD
76 KWR —% -$17M -133,609 -100.0% SOLD

New Positions

SymbolValue% Port
WRBY $22M 1.61%
JLL $13M 0.92%
CVLG $4M 0.32%
AGX $3M 0.21%

Sold Out Positions

SymbolValue% Port
ELF —%
KWR —%
DV —%
MITK —%
SHOO —%
INFU —%
RPAY —%
AZEK —%
View SEC EDGAR Filings for Ranger Investment Management, L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms