— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Ranger Investment Management, L.P.

Q3 2025 · Filed 2025-11-05
Market Value
$1.4B
+1.8%
Holdings
77
+1
New Purchases
9
Added To
25
Closed
4
Reduced
39
Top 10 Concentration
27.2%
Turnover
16.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AGX 2.00% 0.21% +1.79% $28M
CELH 1.48% 0.00% +1.48% $21M
KRMN 1.37% 0.00% +1.37% $19M
SEI 1.21% 0.00% +1.21% $17M
CCB 1.20% 0.00% +1.20% $17M
BLD 1.78% 0.72% +1.06% $25M
MTSI 1.05% 0.00% +1.05% $15M
LGND 3.48% 2.48% +1.00% $49M
LTH 0.85% 0.00% +0.85% $12M
WK 1.92% 1.11% +0.80% $27M
JLL 1.62% 0.92% +0.69% $23M
WBI 0.68% 0.00% +0.68% $10M
NCNO 2.24% 1.59% +0.65% $31M
SAIA 1.73% 1.17% +0.56% $24M
AAON 2.81% 2.32% +0.49% $39M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TXRH 2.04% 3.88% -1.84% $29M
HOMB 0.00% 1.75% -1.75% $0
JJSF 0.00% 1.65% -1.65% $0
SFM 0.40% 1.80% -1.40% $6M
FSS 1.65% 2.98% -1.33% $23M
MGY 0.00% 0.92% -0.92% $0
CHE 1.28% 2.10% -0.83% $18M
ANIP 1.77% 2.53% -0.76% $25M
ADMA 2.45% 3.16% -0.71% $34M
LMAT 2.41% 3.10% -0.69% $34M
EE 2.90% 3.53% -0.63% $41M
MNDY 0.78% 1.33% -0.55% $11M
SLP 0.00% 0.49% -0.49% $0
MLAB 1.00% 1.47% -0.46% $14M
WSC 1.18% 1.61% -0.43% $16M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 11 $257M 18.4%
Mid Cap 38 $803M 57.3%
Small Cap 27 $337M 24.1%
Micro Cap 1 $5M 0.3%

Portfolio Analytics

Avg Market Cap
$5.1B
Median Market Cap
$4.0B
Avg P/E
52.8
Median P/E
26.7
Avg Dividend Yield
0.01%
Avg Beta
1.06
# Stocks
77
# ETFs / Funds
0

Top Holdings (77 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PEGA 4.00% 975,485 $56M $57.50 -$5M -145,865 -13.0%
2 LGND 3.48% 275,340 $49M $177.14 $15M -24,685 -8.2%
3 EE 2.90% 1,614,100 $41M $25.19 -$8M -41,715 -2.5%
4 AAON 2.81% 421,615 $39M $93.44 $7M -12,345 -2.8%
5 ADMA 2.45% 2,340,730 $34M $14.66 -$9M -49,645 -2.1%
6 LMAT 2.41% 385,800 $34M $87.51 -$9M -128,274 -24.9%
7 STVN 2.35% 1,282,175 $33M $25.75 $743K -38,855 -2.9%
8 CWST 2.34% 346,020 $33M $94.88 -$2M +46,450 +15.5%
9 APPF 2.25% 114,595 $32M $275.66 -$808K -26,090 -18.5%
10 NCNO 2.24% 1,157,751 $31M $27.11 $10M +376,506 +48.2%
11 IIIV 2.21% 956,195 $31M $32.46 -$459K -190,005 -16.6%
12 LAZ 2.20% 584,890 $31M $52.78 $7M +79,505 +15.7%
13 BOOT 2.18% 184,345 $31M $165.72 $2M -4,825 -2.5%
14 ULS 2.09% 413,075 $29M $70.86 -$2M -11,820 -2.8%
15 TXRH 2.04% 172,315 $29M $166.15 -$25M -112,995 -39.6%
16 AGX 2.00% 104,055 $28M $270.05 $25M +90,685 +678.3%
17 PCTY 1.97% 173,545 $28M $159.27 -$5M -5,455 -3.0%
18 GWRE 1.97% 119,950 $28M $229.86 -$2M -3,800 -3.1%
19 OSW 1.96% 1,298,840 $27M $21.14 $401K -28,085 -2.1%
20 WRBY 1.95% 990,450 $27M $27.58 $5M -21,760 -2.1%
21 PDFS 1.95% 1,057,210 $27M $25.82 $5M +11,665 +1.1%
22 WK 1.92% 312,045 $27M $86.08 $12M +88,425 +39.5%
23 HQY 1.85% 274,130 $26M $94.77 -$4M -8,350 -3.0%
24 MEDP 1.79% 48,875 $25M $514.16 $4M -18,872 -27.9%
25 BLD 1.78% 64,030 $25M $390.86 $15M +33,198 +107.7%
26 ANIP 1.77% 271,345 $25M $91.60 -$10M -262,888 -49.2%
27 SAIA 1.73% 81,070 $24M $299.36 $8M +22,355 +38.1%
28 FSS 1.65% 194,245 $23M $118.99 -$18M -190,840 -49.6%
29 JLL 1.62% 75,950 $23M $298.28 $10M +26,320 +53.0%
30 RGEN 1.55% 162,965 $22M $133.67 $898K -4,955 -3.0%
31 WING 1.49% 82,755 $21M $251.68 $9K +20,930 +33.9%
32 CELH 1.48% 361,440 $21M $57.49 +361,440 NEW
33 KRMN 1.37% 265,160 $19M $72.20 +265,160 NEW
34 SSD 1.35% 112,720 $19M $167.46 $817K -3,560 -3.1%
35 PR 1.29% 1,417,015 $18M $12.80 -$2M -40,600 -2.8%
36 TFIN 1.28% 359,709 $18M $50.04 -$2M -8,250 -2.2%
37 CHE 1.28% 40,005 $18M $447.74 -$11M -19,500 -32.8%
38 SEI 1.21% 426,140 $17M $39.97 +426,140 NEW
39 MMSI 1.21% 204,220 $17M $83.23 -$3M -6,130 -2.9%
40 CCB 1.20% 156,185 $17M $108.17 +156,185 NEW
41 WSC 1.18% 780,599 $16M $21.11 -$6M -26,595 -3.3%
42 SKY 1.09% 200,655 $15M $76.37 $2M -5,635 -2.7%
43 OII 1.05% 595,970 $15M $24.78 $2M -18,255 -3.0%
44 MTSI 1.05% 117,840 $15M $124.49 +117,840 NEW
45 MLAB 1.00% 209,700 $14M $67.01 -$6M -4,590 -2.1%
46 OZK 1.00% 274,535 $14M $50.98 $681K -8,405 -3.0%
47 MSA 0.92% 74,955 $13M $172.07 -$53K -2,345 -3.0%
48 PAHC 0.87% 299,910 $12M $40.46 $3M -58,060 -16.2%
49 LTH 0.85% 432,080 $12M $27.60 +432,080 NEW
50 MCB 0.81% 151,470 $11M $74.82 $798K +965 +0.6%
51 MNDY 0.78% 56,355 $11M $193.69 -$7M -1,720 -3.0%
52 VITL 0.70% 237,700 $10M $41.15 $686K +1,580 +0.7%
53 WBI 0.68% 377,845 $10M $25.22 +377,845 NEW
54 KRUS 0.66% 155,170 $9M $59.41 -$4M +340 +0.2%
55 PLOW 0.63% 280,469 $9M $31.26 $554K +1,765 +0.6%
56 GRBK 0.62% 117,030 $9M $73.86 $5M +58,815 +101.0%
57 IRMD 0.61% 119,620 $9M $71.16 -$4M -95,220 -44.3%
58 NVEC 0.60% 129,345 $8M $65.27 $235K +17,845 +16.0%
59 PWP 0.60% 395,785 $8M $21.32 $4M +148,310 +59.9%
60 BFST 0.58% 345,855 $8M $23.61 -$307K +2,155 +0.6%
61 KRT 0.58% 322,536 $8M $25.21 -$896K +1,980 +0.6%
62 PNTG 0.55% 307,095 $8M $25.22 -$1M +2,170 +0.7%
63 UFPT 0.55% 38,670 $8M $199.60 -$2M +200 +0.5%
64 BLFS 0.53% 289,925 $7M $25.51 $1M +1,105 +0.4%
65 COCO 0.46% 153,225 $7M $42.47 -$2M -71,950 -31.9%
66 QNST 0.40% 362,539 $6M $15.47 -$191K +2,345 +0.7%
67 SFM 0.40% 51,355 $6M $108.80 -$19M -98,980 -65.8%
68 WTTR 0.35% 454,290 $5M $10.69 $2M +78,765 +21.0%
69 EPM 0.32% 943,820 $5M $4.82 -$839K -202,530 -17.7%
70 LMB 0.32% 46,802 $5M $97.12 -$3M -7,828 -14.3%
71 CVLG 0.29% 185,895 $4M $21.66 -$424K +1,320 +0.7%
72 MGRC 0.21% 25,320 $3M $117.30 +25,320 NEW
73 PL 0.19% 207,060 $3M $12.98 +207,060 NEW
74 SLP —% -$7M -386,185 -100.0% SOLD
75 HOMB —% -$24M -848,050 -100.0% SOLD
76 JJSF —% -$23M -200,540 -100.0% SOLD
77 MGY —% -$13M -560,990 -100.0% SOLD

New Positions

SymbolValue% Port
CELH $21M 1.48%
KRMN $19M 1.37%
SEI $17M 1.21%
CCB $17M 1.20%
MTSI $15M 1.05%
LTH $12M 0.85%
WBI $10M 0.68%
MGRC $3M 0.21%
PL $3M 0.19%

Sold Out Positions

SymbolValue% Port
MGY —%
HOMB —%
SLP —%
JJSF —%
View SEC EDGAR Filings for Ranger Investment Management, L.P. →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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