Gagnon Advisors, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Gagnon Advisors, LLC disclosed 23 US equity positions worth $157.3m in its Q2 2026 13F filing. The largest position was CDNA at 9.9% of the reported book, followed by AMRC and EPD.
What did Gagnon Advisors, LLC own in Q2 2026? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CDNA CAREDX INC | Healthcare | 9.9% | $15.6m | 546,893 | – | |
| 2 | AMRC AMERESCO INC | Industrials | 8.3% | $13.0m | 472,798 | – | |
| 3 | EPD ENTERPRISE PRODS PARTNERS L P | Energy | 7.9% | $12.5m | 339,877 | – | |
| 4 | WGS GENEDX HOLDINGS CORP | Healthcare | 7.8% | $12.2m | 177,870 | – | |
| 5 | EQIX EQUINIX INC | Real Estate | 7.1% | $11.2m | 10,715 | – | |
| 6 | HNGE HINGE HEALTH INC | Healthcare | 6.0% | $9.4m | 113,304 | – | |
| 7 | PCRX PACIRA BIOSCIENCES INC | Healthcare | 5.7% | $8.9m | 352,637 | – | |
| 8 | FRSH FRESHWORKS INC | Technology | 5.0% | $7.9m | 776,212 | – | |
| 9 | BLFS BIOLIFE SOLUTIONS INC | Healthcare | 4.9% | $7.7m | 274,217 | – | |
| 10 | FIVN FIVE9 INC | Technology | 4.6% | $7.2m | 336,277 | – | |
| 11 | PROF PROFOUND MED CORP | 4.1% | $6.4m | 962,186 | – | ||
| 12 | NAVIGATOR HLDGS LTD | 3.9% | $6.1m | 328,488 | – | ||
| 13 | TMCI TREACE MED CONCEPTS INC | Healthcare | 3.9% | $6.1m | 1,534,034 | – | |
| 14 | OSUR OraSure Technologies Inc | Healthcare | 3.4% | $5.4m | 1,207,440 | – | |
| 15 | AMPL AMPLITUDE INC | Technology | 3.1% | $4.9m | 634,987 | – | |
| 16 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 3.0% | $4.7m | 438,039 | – | |
| 17 | QDEL QUIDELORTHO CORP | Healthcare | 2.7% | $4.2m | 241,097 | – | |
| 18 | VERX VERTEX INC | Technology | 2.6% | $4.2m | 361,621 | – | |
| 19 | BL BLACKLINE INC | Technology | 2.3% | $3.7m | 130,050 | – | |
| 20 | HZO MarineMax Inc | 2.3% | $3.6m | 97,242 | – | ||
| 21 | KLTR KALTURA INC | 1.2% | $1.8m | 1,413,010 | – | ||
| 22 | CNFINANCE HLDGS LTD | 0.2% | $299.2k | 108,017 | – | ||
| 23 | BYND BEYOND MEAT INC | Consumer Defensive | 0.2% | $291.7k | 388,880 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.