Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gagnon Advisors, LLC (CIK 1599466) reported $135.9M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EPD ($12.9M, 9.46%), AMRC ($12.1M, 8.87%), EQIX ($10.5M, 7.73%), NVGS ($10.4M, 7.68%), SGOV ($9.6M, 7.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EPD | ENTERPRISE PRODS PARTNERS L P | $12.9M | 9.46% | 339,877 | Hold |
| 2 | AMRC | AMERESCO INC | $12.1M | 8.87% | 472,798 | Hold |
| 3 | EQIX | EQUINIX INC | $10.5M | 7.73% | 10,715 | Hold |
| 4 | NVGS | NAVIGATOR HLDGS LTD | $10.4M | 7.68% | 539,881 | Added |
| 5 | SGOV | ISHARES TR | $9.6M | 7.08% | 95,621 | New |
| 6 | WGS | GENEDX HOLDINGS CORP | $9.5M | 7.00% | 148,225 | Added |
| 7 | CDNA | CAREDX INC | $9.3M | 6.81% | 532,892 | Hold |
| 8 | PCRX | PACIRA BIOSCIENCES INC | $8.0M | 5.86% | 352,637 | Added |
| 9 | FRSH | FRESHWORKS INC | $6.2M | 4.59% | 776,212 | Added |
| 10 | PROF | PROFOUND MED CORP | $6.2M | 4.59% | 962,186 | Hold |
| 11 | BLFS | BIOLIFE SOLUTIONS INC | $5.2M | 3.85% | 274,217 | Hold |
| 12 | FIVN | FIVE9 INC | $5.1M | 3.75% | 336,277 | Hold |
| 13 | BL | BLACKLINE INC | $4.8M | 3.54% | 130,050 | Hold |
| 14 | AMPL | AMPLITUDE INC | $4.3M | 3.19% | 634,987 | Added |
| 15 | DV | DOUBLEVERIFY HLDGS INC | $4.2M | 3.06% | 438,039 | Hold |
| 16 | OSUR | OraSure Technologies Inc | $3.6M | 2.66% | 1.2M | Hold |
| 17 | VERX | VERTEX INC | $3.5M | 2.60% | 297,050 | Added |
| 18 | HNGE | HINGE HEALTH INC | $3.1M | 2.29% | 80,787 | New |
| 19 | AOSL | ALPHA & OMEGA SEMICONDUCTOR LT | $2.7M | 1.96% | 120,196 | Hold |
| 20 | HZO | MarineMax Inc | $2.6M | 1.94% | 97,242 | Trimmed |
| 21 | KLTR | KALTURA INC | $1.7M | 1.27% | 1.4M | Hold |
| 22 | CNF | CNFINANCE HLDGS LTD | $314,204 | 0.23% | 80,359 | Hold |
| 23 | AL | AIR LEASE CORP | $0 | 0.00% | 0 | Exited |
| 24 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
| 25 | TMCI | TREACE MED CONCEPTS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31