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Asset Manager ← All Institutions

Ranger Investment Management, L.P.

Q4 2025 · Filed 2026-02-13
Market Value
$1.4B
+2.7%
Holdings
81
+4
New Purchases
8
Added To
11
Closed
4
Reduced
58
Top 10 Concentration
26.4%
Turnover
14.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SN 1.67% 0.00% +1.67% $24M
CHYM 1.03% 0.00% +1.03% $15M
SEI 1.99% 1.21% +0.77% $29M
MTSI 1.78% 1.05% +0.73% $26M
PL 0.88% 0.19% +0.68% $13M
RMBS 0.61% 0.00% +0.61% $9M
VITL 1.29% 0.70% +0.60% $19M
AGX 2.54% 2.00% +0.54% $37M
ADMA 2.91% 2.45% +0.47% $42M
GLBKV 0.42% 0.00% +0.42% $6M
SSD 1.75% 1.35% +0.40% $25M
PDFS 2.32% 1.95% +0.37% $33M
GRDN 0.35% 0.00% +0.35% $5M
TTI 0.34% 0.00% +0.34% $5M
RGEN 1.85% 1.55% +0.29% $27M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BOOT 1.04% 2.18% -1.14% $15M
MSA 0.00% 0.92% -0.92% $0
MNDY 0.00% 0.78% -0.78% $0
IIIV 1.63% 2.21% -0.59% $23M
AAON 2.23% 2.81% -0.58% $32M
STVN 1.79% 2.35% -0.57% $26M
WSC 0.64% 1.18% -0.54% $9M
EE 2.38% 2.90% -0.52% $34M
OSW 1.46% 1.96% -0.50% $21M
WRBY 1.47% 1.95% -0.48% $21M
APPF 1.85% 2.25% -0.41% $27M
SFM 0.00% 0.40% -0.40% $0
KRUS 0.31% 0.66% -0.35% $4M
EPM 0.00% 0.32% -0.32% $0
GWRE 1.67% 1.97% -0.30% $24M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 14 $316M 21.9%
Mid Cap 38 $765M 53.1%
Small Cap 27 $353M 24.5%
Micro Cap 2 $6M 0.4%

Portfolio Analytics

Avg Market Cap
$5.3B
Median Market Cap
$4.0B
Avg P/E
55.8
Median P/E
28.8
Avg Dividend Yield
0.01%
Avg Beta
1.10
# Stocks
81
# ETFs / Funds
0

Top Holdings (81 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PEGA 3.78% 910,976 $54M $59.72 -$2M -64,509 -6.6%
2 LGND 3.54% 269,983 $51M $189.07 $2M -5,357 -1.9%
3 ADMA 2.91% 2,300,905 $42M $18.24 $8M -39,825 -1.7%
4 AGX 2.54% 116,881 $37M $313.32 $9M +12,826 +12.3%
5 EE 2.38% 1,220,606 $34M $28.05 -$6M -393,494 -24.4%
6 CWST 2.34% 344,234 $34M $97.94 $884K -1,786 -0.5%
7 PDFS 2.32% 1,170,014 $33M $28.53 $6M +112,804 +10.7%
8 ULS 2.25% 411,834 $32M $78.86 $3M -1,241 -0.3%
9 AAON 2.23% 420,336 $32M $76.25 -$7M -1,279 -0.3%
10 LMAT 2.12% 377,032 $31M $81.10 -$3M -8,768 -2.3%
11 NCNO 2.02% 1,132,864 $29M $25.64 -$2M -24,887 -2.1%
12 SEI 1.99% 623,213 $29M $45.97 $12M +197,073 +46.2%
13 ANIP 1.99% 362,378 $29M $78.94 $4M +91,033 +33.5%
14 TXRH 1.98% 171,427 $28M $166.00 -$173K -888 -0.5%
15 LAZ 1.96% 582,002 $28M $48.56 -$3M -2,888 -0.5%
16 MEDP 1.90% 48,717 $27M $561.65 $2M -158 -0.3%
17 RGEN 1.85% 162,450 $27M $163.86 $5M -515 -0.3%
18 APPF 1.85% 114,290 $27M $232.65 -$5M -305 -0.3%
19 BLD 1.85% 63,731 $27M $417.19 $2M -299 -0.5%
20 WK 1.84% 306,856 $26M $86.25 -$395K -5,189 -1.7%
21 SAIA 1.83% 80,828 $26M $326.52 $2M -242 -0.3%
22 PCTY 1.83% 173,015 $26M $152.50 -$1M -530 -0.3%
23 STVN 1.79% 1,278,186 $26M $20.12 -$7M -3,989 -0.3%
24 MTSI 1.78% 149,496 $26M $171.28 $11M +31,656 +26.9%
25 JLL 1.77% 75,676 $25M $336.47 $3M -274 -0.4%
26 SSD 1.75% 156,106 $25M $161.47 $6M +43,386 +38.5%
27 HQY 1.74% 273,288 $25M $91.61 -$943K -842 -0.3%
28 GWRE 1.67% 119,596 $24M $201.01 -$4M -354 -0.3%
29 SN 1.67% 214,342 $24M $111.90 +214,342 NEW
30 IIIV 1.63% 930,558 $23M $25.19 -$8M -25,637 -2.7%
31 CELH 1.59% 501,230 $23M $45.74 $2M +139,790 +38.7%
32 TFIN 1.53% 352,380 $22M $62.63 $4M -7,329 -2.0%
33 WRBY 1.47% 971,879 $21M $21.79 -$6M -18,571 -1.9%
34 OSW 1.46% 1,012,656 $21M $20.74 -$6M -286,184 -22.0%
35 FSS 1.46% 193,209 $21M $108.59 -$2M -1,036 -0.5%
36 PR 1.38% 1,412,729 $20M $14.03 $2M -4,286 -0.3%
37 WING 1.37% 82,484 $20M $238.49 -$1M -271 -0.3%
38 KRMN 1.34% 263,754 $19M $73.17 $154K -1,406 -0.5%
39 OII 1.34% 802,635 $19M $24.03 $5M +206,665 +34.7%
40 VITL 1.29% 583,240 $19M $31.94 $9M +345,540 +145.4%
41 MMSI 1.25% 203,605 $18M $88.14 $949K -615 -0.3%
42 CCB 1.21% 152,039 $17M $114.59 $528K -4,146 -2.6%
43 CHE 1.18% 39,811 $17M $427.86 -$878K -194 -0.5%
44 SKY 1.17% 200,047 $17M $84.50 $2M -608 -0.3%
45 MLAB 1.12% 205,263 $16M $78.50 $2M -4,437 -2.1%
46 BOOT 1.04% 84,545 $15M $176.47 -$16M -99,800 -54.1%
47 CHYM 1.03% 591,255 $15M $25.17 +591,255 NEW
48 PL 0.88% 640,069 $13M $19.72 $10M +433,009 +209.1%
49 OZK 0.87% 273,692 $13M $46.02 -$1M -843 -0.3%
50 WBI 0.80% 579,016 $12M $20.01 $2M +201,171 +53.2%
51 LTH 0.79% 429,813 $11M $26.58 -$501K -2,267 -0.5%
52 IRMD 0.75% 111,470 $11M $97.28 $2M -8,150 -6.8%
53 PAHC 0.72% 279,425 $10M $37.36 -$2M -20,485 -6.8%
54 WSC 0.64% 489,688 $9M $18.83 -$7M -290,911 -37.3%
55 RMBS 0.61% 95,490 $9M $91.89 +95,490 NEW
56 PLOW 0.59% 261,495 $9M $32.65 -$230K -18,974 -6.8%
57 BFST 0.59% 322,375 $8M $26.14 $261K -23,480 -6.8%
58 PNTG 0.56% 286,315 $8M $28.15 $315K -20,780 -6.8%
59 MCB 0.56% 105,195 $8M $76.36 -$3M -46,275 -30.6%
60 UFPT 0.56% 36,055 $8M $222.03 $287K -2,615 -6.8%
61 COCO 0.53% 142,745 $8M $53.01 $1M -10,480 -6.8%
62 NVEC 0.50% 120,580 $7M $59.33 -$1M -8,765 -6.8%
63 GRBK 0.47% 109,099 $7M $62.66 -$2M -7,931 -6.8%
64 KRT 0.47% 300,699 $7M $22.57 -$1M -21,837 -6.8%
65 BLFS 0.45% 270,290 $7M $24.18 -$860K -19,635 -6.8%
66 PWP 0.44% 369,170 $6M $17.30 -$2M -26,615 -6.7%
67 GLBKV 0.42% 162,921 $6M $37.21 +162,921 NEW
68 GRDN 0.35% 167,665 $5M $30.09 +167,665 NEW
69 TTI 0.34% 518,690 $5M $9.37 +518,690 NEW
70 WTTR 0.31% 423,260 $4M $10.52 -$404K -31,030 -6.8%
71 KRUS 0.31% 85,060 $4M $52.33 -$5M -70,110 -45.2%
72 CVLG 0.27% 173,310 $4M $22.04 -$207K -12,585 -6.8%
73 LMB 0.24% 43,612 $3M $77.85 -$1M -3,190 -6.8%
74 QNST 0.19% 186,330 $3M $14.37 -$3M -176,209 -48.6%
75 FWRG 0.18% 176,250 $3M $15.08 +176,250 NEW
76 MGRC 0.17% 23,590 $2M $104.93 -$495K -1,730 -6.8%
77 WULF 0.15% 182,000 $2M $11.49 +182,000 NEW
78 MNDY —% -$11M -56,355 -100.0% SOLD
79 SFM —% -$6M -51,355 -100.0% SOLD
80 EPM —% -$5M -943,820 -100.0% SOLD
81 MSA —% -$13M -74,955 -100.0% SOLD

New Positions

SymbolValue% Port
SN $24M 1.67%
CHYM $15M 1.03%
RMBS $9M 0.61%
GLBKV $6M 0.42%
GRDN $5M 0.35%
TTI $5M 0.34%
FWRG $3M 0.18%
WULF $2M 0.15%

Sold Out Positions

SymbolValue% Port
MSA —%
MNDY —%
EPM —%
SFM —%
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