Ranger Investment Management, L.P.
13F Reported Value
ⓘ$1.6B
Holdings
83
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Ranger Investment Management, L.P. disclosed 83 positions worth $1.6B in its Form 13F-HR for Q2 2026, led by $LGND (LIGAND PHARMACEUTICALS INC) at 5.2% of the equity portfolio, followed by $PDFS and $SEI. During the quarter the fund opened 11 new positions and exited 7 — including a new stake in $ARMK and a full exit from $BLD. The portfolio is most concentrated in Technology (26.0% of disclosed assets). All figures are sourced directly from Ranger Investment Management, L.P.’s Form 13F-HR filing with the SEC under CIK 1319691.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.0#91
Quality
$81.4M257,596 sh - 56.5#1,161
Quality
$81.4M1,149,647 sh - 56.4#1,176
Quality
$47.0M583,733 sh - 65.2
Quality
$42.6M418,200 sh - 70.6
Quality
$39.6M47,186 sh - 81.4
Quality
$38.2M47,889 sh - 69.4
Quality
$38.2M100,486 sh - 48.0
Quality
$36.9M483,810 sh - 66.8
Quality
$36.6M240,643 sh - 52.0
Quality
$34.7M912,300 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 LIGAND PHARMACEUTICALS INC$LGND | 76.0#91 | $81.4M | 257,596 |
 PDF SOLUTIONS INC$PDFS | 56.5#1,161 | $81.4M | 1,149,647 |
 Solaris Energy Infrastructure, Inc.$SEI | 56.4#1,176 | $47.0M | 583,733 |
 UL Solutions Inc.$ULS | 65.2 | $42.6M | 418,200 |
 STERLING INFRASTRUCTURE, INC.$STRL | 70.6 | $39.6M | 47,186 |
 ARGAN INC$AGX | 81.4 | $38.2M | 47,889 |
 MACOM Technology Solutions Holdings, Inc.$MTSI | 69.4 | $38.2M | 100,486 |
 Triumph Financial, Inc.$TFIN | 48.0 | $36.9M | 483,810 |
 SharkNinja, Inc.$SN | 66.8 | $36.6M | 240,643 |
 Excelerate Energy, Inc.$EE | 52.0 | $34.7M | 912,300 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Ranger Investment Management, L.P.'s 83 positions.
Showing top 10 of 83 holdings.
Sector Allocation
Technology
$410.4M
Industrials
$361.3M
Healthcare
$290.7M
Energy
$172.1M
Financials
$128.8M
Consumer Discretionary
$77.8M
Utilities
$57.9M
Real Estate
$21.8M
Full Holdings — Ranger Investment Management, L.P. (Q2 2026)
All 83 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $LGND | LIGAND PHARMACEUTICALS INC | $81.4M | 5.2% | -4% | 76 |
| 2 | $PDFS | PDF SOLUTIONS INC | $81.4M | 5.2% | -10% | 56.5 |
| 3 | $SEI | Solaris Energy Infrastructure, Inc. | $47.0M | 3.0% | -4% | 56.4 |
| 4 | $ULS | UL Solutions Inc. | $42.6M | 2.7% | -6% | 65.2 |
| 5 | $STRL | STERLING INFRASTRUCTURE, INC. | $39.6M | 2.5% | -12% | 70.6 |
| 6 | $AGX | ARGAN INC | $38.2M | 2.4% | -11% | 81.4 |
| 7 | $MTSI | MACOM Technology Solutions Holdings, Inc. | $38.2M | 2.4% | -32% | 69.4 |
| 8 | $TFIN | Triumph Financial, Inc. | $36.9M | 2.3% | -8% | 48 |
| 9 | $SN | SharkNinja, Inc. | $36.6M | 2.3% | +13% | 66.8 |
| 10 | $EE | Excelerate Energy, Inc. | $34.7M | 2.2% | +2% | 52 |
| 11 |  $CWST | CASELLA WASTE SYSTEMS INC | $32.0M | 2.0% | -3% | 57.1 |
| 12 |  $SSD | Simpson Manufacturing Co., Inc. | $31.8M | 2.0% | -2% | 59.9 |
| 13 |  $OII | OCEANEERING INTERNATIONAL INC | $31.5M | 2.0% | -2% | 61.4 |
| 14 |  $WRBY | Warby Parker Inc. | $30.9M | 2.0% | +51% | 54.3 |
| 15 |  $AAON | AAON, INC. | $30.6M | 1.9% | -6% | 56.4 |
| 16 |  $HQY | HEALTHEQUITY, INC. | $28.8M | 1.8% | +18% | 71.2 |
| 17 |  $ANIP | ANI PHARMACEUTICALS INC | $28.4M | 1.8% | -5% | 72.5 |
| 18 |  $SAIA | SAIA INC | $27.2M | 1.7% | -19% | 58.2 |
| 19 |  $PEGA | PEGASYSTEMS INC | $26.2M | 1.7% | -17% | 70.4 |
| 20 |  $ORA | ORMAT TECHNOLOGIES, INC. | $24.4M | 1.5% | +108% | 49.8 |
| 21 |  $CHYM | Chime Financial, Inc. | $24.3M | 1.5% | +32% | 53.5 |
| 22 |  $WSC | WillScot Holdings Corp | $24.1M | 1.5% | +72% | 47.5 |
| 23 |  $RMBS | RAMBUS INC | $23.5M | 1.5% | -21% | 70.2 |
| 24 |  $WBI | WaterBridge Infrastructure LLC | $23.4M | 1.5% | -26% | 54.6 |
| 25 |  $FSS | FEDERAL SIGNAL CORP /DE/ | $23.1M | 1.5% | -6% | 68.7 |
| 26 |  $JLL | JONES LANG LASALLE INC | $21.8M | 1.4% | -6% | 64.2 |
| 27 |  $WLDN | Willdan Group, Inc. | $21.8M | 1.4% | +493% | 63.7 |
| 28 |  $TXRH | Texas Roadhouse, Inc. | $21.6M | 1.4% | -34% | 62.7 |
| 29 |  $STVN | Stevanato Group S.p.A. | $21.4M | 1.4% | -7% | — |
| 30 |  $LMAT | LEMAITRE VASCULAR INC | $21.0M | 1.3% | -8% | 66 |
| 31 |  $WULF | TERAWULF INC. | $20.7M | 1.3% | +111% | 33.8 |
| 32 |  $ARMK | Aramark | $19.0M | 1.2% | NEW | 47.1 |
| 33 |  $BWXT | BWX Technologies, Inc. | $18.9M | 1.2% | +66% | 63.8 |
| 34 |  $OPLN | OPENLANE, Inc. | $18.1M | 1.1% | NEW | 61 |
| 35 |  $MOD | MODINE MANUFACTURING CO | $18.0M | 1.1% | -6% | 56.3 |
| 36 |  $PCTY | Paylocity Holding Corp | $17.9M | 1.1% | -6% | 66.8 |
| 37 |  $ADMA | ADMA BIOLOGICS, INC. | $17.7M | 1.1% | -7% | 69.7 |
| 38 |  $PL | Planet Labs PBC | $17.7M | 1.1% | -5% | 38.4 |
| 39 |  $MLAB | MESA LABORATORIES INC /CO/ | $17.3M | 1.1% | -14% | 51.1 |
| 40 |  $AMSC | AMERICAN SUPERCONDUCTOR CORP /DE/ | $16.8M | 1.1% | NEW | 66 |
| 41 |  $SKY | Champion Homes, Inc. | $16.4M | 1.0% | -6% | 60.6 |
| 42 |  $LTH | Life Time Group Holdings, Inc. | $16.3M | 1.0% | -6% | 60.9 |
| 43 |  $NCNO | nCino, Inc. | $15.9M | 1.0% | -8% | 60.9 |
| 44 |  $PR | Permian Resources Corp | $15.0M | 0.9% | -6% | 79.5 |
| 45 |  $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $15.0M | 0.9% | -6% | 43.8 |
| 46 |  $BOOT | Boot Barn Holdings, Inc. | $14.8M | 0.9% | +7% | 62.6 |
| 47 |  $GNRC | GENERAC HOLDINGS INC. | $14.3M | 0.9% | NEW | 54.4 |
| 48 |  $MEDP | Medpace Holdings, Inc. | $14.2M | 0.9% | -44% | 76.2 |
| 49 |  $KRMN | Karman Holdings Inc. | $13.9M | 0.9% | -6% | 57.2 |
| 50 |  $CELH | Celsius Holdings, Inc. | $13.6M | 0.9% | -6% | 66.5 |
| 51 |  $OZK | Bank OZK | $13.2M | 0.8% | -6% | — |
| 52 |  $WK | WORKIVA INC | $12.9M | 0.8% | -22% | 65.4 |
| 53 |  $NVEC | NVE CORP /NEW/ | $12.7M | 0.8% | +1% | 63.5 |
| 54 |  $CDNL | Cardinal Infrastructure Group Inc. | $11.8M | 0.7% | NEW | 56.4 |
| 55 |  $LAZ | Lazard, Inc. | $11.3M | 0.7% | -53% | 59.3 |
| 56 |  $KRT | Karat Packaging Inc. | $11.1M | 0.7% | +2% | 60 |
| 57 |  $MCB | Metropolitan Bank Holding Corp. | $10.8M | 0.7% | +5% | 55.1 |
| 58 |  $CCB | COASTAL FINANCIAL CORP | $10.8M | 0.7% | -8% | 40.3 |
| 59 |  $CVLG | COVENANT LOGISTICS GROUP, INC. | $10.5M | 0.7% | +37% | 44.1 |
| 60 |  $UFPT | UFP TECHNOLOGIES INC | $9.6M | 0.6% | +0% | 63.1 |
| 61 |  $IRMD | IRADIMED CORP | $9.4M | 0.6% | -11% | 63.5 |
| 62 |  $PNTG | Pennant Group, Inc. | $9.3M | 0.6% | -11% | 62.6 |
| 63 |  $PAHC | PHIBRO ANIMAL HEALTH CORP | $9.2M | 0.6% | +5% | 64.8 |
| 64 |  $APPF | APPFOLIO INC | $9.1M | 0.6% | -43% | 71.6 |
| 65 |  $MMSI | MERIT MEDICAL SYSTEMS INC | $9.0M | 0.6% | -6% | 64 |
| 66 |  $BFST | Business First Bancshares, Inc. | $8.7M | 0.6% | -11% | 59.1 |
| 67 |  $PLPC | PREFORMED LINE PRODUCTS CO | $7.9M | 0.5% | +3% | 50 |
| 68 |  $GRBK | Green Brick Partners, Inc. | $7.7M | 0.5% | -11% | 52.2 |
| 69 |  $GRDN | Guardian Pharmacy Services, Inc. | $7.3M | 0.5% | +4% | 62.3 |
| 70 |  $BLFS | BIOLIFE SOLUTIONS INC | $6.7M | 0.4% | -11% | 62.1 |
| 71 |  $PLOW | DOUGLAS DYNAMICS, INC | $5.9M | 0.4% | -58% | 51.7 |
| 72 |  $COCO | Vita Coco Company, Inc. | $5.6M | 0.4% | -40% | 63.1 |
| 73 |  $VIAV | VIAVI SOLUTIONS INC. | $5.4M | 0.3% | NEW | 51.5 |
| 74 |  $TTI | TETRA TECHNOLOGIES INC | $5.2M | 0.3% | -11% | 38.3 |
| 75 |  $PWP | Perella Weinberg Partners | $5.1M | 0.3% | -12% | 38.9 |
| 76 |  $OUST | Ouster, Inc. | $4.8M | 0.3% | NEW | 36.2 |
| 77 |  $WTTR | Select Water Solutions, Inc. | $4.8M | 0.3% | -43% | 42.9 |
| 78 |  $MGRC | MCGRATH RENTCORP | $4.8M | 0.3% | +68% | 59.5 |
| 79 |  $KRUS | KURA SUSHI USA, INC. | $4.3M | 0.3% | -11% | 46.9 |
| 80 |  $LQDT | LIQUIDITY SERVICES INC | $3.3M | 0.2% | NEW | 64.3 |
| 81 |  $TBN | Tamboran Resources Corp | $2.6M | 0.2% | NEW | — |
| 82 |  $NNBR | NN INC | $2.0M | 0.1% | NEW | 27.2 |
| 83 |  $FRVO | Fervo Energy Co | $1.5M | 0.1% | NEW | — |
New Positions (11)
$ARMK Aramark$19.0M$OPLN OPENLANE, Inc.$18.1M$AMSC AMERICAN SUPERCONDUCTOR CORP /DE/$16.8M$GNRC GENERAC HOLDINGS INC.$14.3M$CDNL Cardinal Infrastructure Group Inc.$11.8M$VIAV VIAVI SOLUTIONS INC.$5.4M$OUST Ouster, Inc.$4.8M$LQDT LIQUIDITY SERVICES INC$3.3M$TBN Tamboran Resources Corp$2.6M$NNBR NN INC$2.0M$FRVO Fervo Energy Co$1.5M
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