Lisa Ferrante

@Gagnon Advisors, Llc

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$154.843M

Total holdings27

Assets growth rate17.89%

Assets growth rate (2-Q avg)15.93%

Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Gagnon Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 27 positions.

Assets under management

The assets under management (AUM) of Gagnon Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 154.843M in assets, with a quarterly growth rate of 17.89% and a 2-quarter average growth rate of 15.93%. The portfolio is managed by Lisa Ferrante, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AMRCAmeresco Inc Recent Activity Increased 6.53%	5.05%	$7.814M 205,948 shares@ $37.94 avg price	Increased 6.53%
FRSHFreshworks Inc Recent Activity Increased 37.98%	3.49%	$5.401M 470,434 shares@ $11.48 avg price	Increased 37.98%
FIVNFive9 Inc Recent Activity Increased 33.34%	3.11%	$4.809M 167,386 shares@ $28.74 avg price	Increased 33.34%
VRNVeren Inc Recent Activity Increased 31.48%	2.48%	$3.832M 623,113 shares@ $6.16 avg price	Increased 31.48%