2026 Q1 Portfolio Activity
In 2026 Q1, Ranger Investment Management, L.P. maintained a portfolio of 86 distinct positions. The most significant new addition was Sterling Infrastructure, Inc., now representing 1.58% of the total fund value. They heavily accumulated shares in WaterBridge Infrastructure LLC, increasing the position by 59.7%. Conversely, Ranger Investment Management, L.P. completely exited their position in OneSpaWorld Holdings Limited.
Position History
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Total Positions
86
Quarter
2026 Q1
Top Holding
LGND (3.9%)
Top 10 Concentration
26.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 86
Ranger Investment Management, L.P. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
LGND
Ligand Pharmace...
|
Healthcare | 3.87% | 3.50% |
#1
1
Prev: #2
|
4.0 |
—
|
-2,040 | -0.8% |
P
S
|
267,943 | $53,494,820 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PEGA
Pegasystems Inc...
|
Technology | 3.24% | 3.73% |
#2
1
Prev: #1
|
4.8 |
—
|
141,873 | 15.6% |
P
S
|
1,052,849 | $44,809,253 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PDFS
PDF Solutions I...
|
Technology | 3.03% | 2.29% |
#3
4
Prev: #7
|
4.2 |
—
|
109,616 | 9.4% |
P
S
|
1,279,630 | $41,856,697 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ULS
UL Solutions In...
|
Industrials | 2.77% | 2.23% |
#4
4
Prev: #8
|
3.6 |
—
|
35,096 | 8.5% |
P
S
|
446,930 | $38,306,370 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SEI
Solaris Energy ...
|
Energy | 2.49% | 1.97% |
#5
7
Prev: #12
|
2.0 |
—
|
-15,403 | -2.5% |
P
S
|
607,810 | $34,347,343 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MTSI
MACOM Technolog...
|
Technology | 2.38% | 1.76% |
#6
18
Prev: #24
|
1.5 |
—
|
-1,140 | -0.8% |
P
S
|
148,356 | $32,945,417 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TFIN
Triumph Financi...
|
Financial Services | 2.26% | 1.51% |
#7
25
Prev: #32
|
3.4 |
—
|
170,871 | 48.5% |
P
S
|
523,251 | $31,217,155 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EE
Excelerate Ener...
|
Energy | 2.17% | 2.35% |
#8
3
Prev: #5
|
0.9 |
—
|
-323,565 | -26.5% |
P
S
|
897,041 | $29,979,110 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AGX
Argan, Inc.
|
Industrials | 2.11% | 2.51% |
#9
5
Prev: #4
|
0.8 |
—
|
-63,289 | -54.1% |
P
S
|
53,592 | $29,188,883 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OII
Oceaneering Int...
|
Energy | 2.04% | 1.32% |
#10
29
Prev: #39
|
1.3 |
—
|
-6,040 | -0.8% |
P
S
|
796,595 | $28,255,225 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SAIA
Saia, Inc.
|
Industrials | 2.04% | 1.81% |
#11
10
Prev: #21
|
1.3 |
—
|
-640 | -0.8% |
P
S
|
80,188 | $28,168,441 | 2014 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TXRH
Texas Roadhouse...
|
Consumer Cyclical | 2.03% | 1.95% |
#12
2
Prev: #14
|
1.3 |
—
|
-1,245 | -0.7% |
P
S
|
170,182 | $28,103,855 | 2009 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ANIP
ANI Pharmaceuti...
|
Healthcare | 2.00% | 1.96% |
#13
Prev: #13
|
1.3 |
—
|
-2,295 | -0.6% |
P
S
|
360,083 | $27,690,383 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CWST
Casella Waste S...
|
Industrials | 1.96% | 2.31% |
#14
8
Prev: #6
|
1.3 |
—
|
-2,545 | -0.7% |
P
S
|
341,689 | $27,109,605 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SSD
Simpson Manufac...
|
Basic Materials | 1.92% | 1.73% |
#15
11
Prev: #26
|
1.3 |
—
|
-1,195 | -0.8% |
P
S
|
154,911 | $26,585,826 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LMAT
LeMaitre Vascul...
|
Healthcare | 1.88% | 2.10% |
#16
6
Prev: #10
|
0.8 |
—
|
-138,672 | -36.8% |
P
S
|
238,360 | $26,021,761 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WB
WaterBridge Inf...
|
Communication Services | 1.79% | 0.79% |
#17
34
Prev: #51
|
3.7 |
—
|
345,554 | 59.7% |
P
S
|
924,570 | $24,769,230 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LAZ
Lazard Ltd
|
Financial Services | 1.78% | 1.94% |
#18
3
Prev: #15
|
1.2 |
—
|
-4,340 | -0.7% |
P
S
|
577,662 | $24,539,082 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KRMN
Karman Holdings...
|
Industrials | 1.72% | 1.32% |
#19
19
Prev: #38
|
2.7 |
—
|
33,786 | 12.8% |
P
S
|
297,540 | $23,818,077 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MEDP
Medpace Holding...
|
Healthcare | 1.68% | 1.88% |
#20
4
Prev: #16
|
1.2 |
—
|
-360 | -0.7% |
P
S
|
48,357 | $23,220,548 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JLL
Jones Lang LaSa...
|
Real Estate | 1.65% | 1.75% |
#21
4
Prev: #25
|
1.2 |
—
|
-565 | -0.7% |
P
S
|
75,111 | $22,857,780 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HQY
HealthEquity, I...
|
Healthcare | 1.64% | 1.72% |
#22
5
Prev: #27
|
1.2 |
—
|
-2,065 | -0.8% |
P
S
|
271,223 | $22,666,106 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SN
SharkNinja, Inc...
|
Consumer Cyclical | 1.63% | 1.65% |
#23
6
Prev: #29
|
1.2 |
—
|
-1,600 | -0.7% |
P
S
|
212,742 | $22,529,378 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BLD
TopBuild Corp.
|
Industrials | 1.61% | 1.82% |
#24
5
Prev: #19
|
1.1 |
—
|
-500 | -0.8% |
P
S
|
63,231 | $22,213,050 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STRL
Sterling Infras...
|
Industrials | 1.58% | — |
#25
Prev: #—
|
4.1 |
—
|
53,634 | — |
NEW
|
53,634 | $21,843,519 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAON
AAON, Inc.
|
Industrials | 1.54% | 2.20% |
#26
17
Prev: #9
|
0.6 |
—
|
-162,926 | -38.8% |
P
S
|
257,410 | $21,300,678 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FSS
Federal Signal
|
Industrials | 1.50% | 1.44% |
#27
8
Prev: #35
|
1.1 |
—
|
-1,480 | -0.8% |
P
S
|
191,729 | $20,733,574 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IIIV
I3 Verticals In...
|
Technology | 1.50% | 1.61% |
#28
2
Prev: #30
|
1.1 |
—
|
-4,670 | -0.5% |
P
S
|
925,888 | $20,702,856 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ADMA
ADMA Biologics,...
|
Healthcare | 1.49% | 2.88% |
#29
26
Prev: #3
|
1.1 |
—
|
-17,095 | -0.7% |
P
S
|
2,283,810 | $20,577,128 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WK
Workiva Inc.
|
Technology | 1.48% | 1.82% |
#30
10
Prev: #20
|
2.6 |
—
|
35,329 | 11.5% |
P
S
|
342,185 | $20,404,492 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PCTY
Paylocity Holdi...
|
Technology | 1.43% | 1.81% |
#31
9
Prev: #22
|
2.6 |
—
|
9,910 | 5.7% |
P
S
|
182,925 | $19,763,217 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RMBS
Rambus Inc.
|
Technology | 1.40% | 0.60% |
#32
24
Prev: #56
|
3.6 |
—
|
128,875 | 135.0% |
P
S
|
224,365 | $19,302,121 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RGEN
Repligen Corpor...
|
Healthcare | 1.37% | 1.83% |
#33
16
Prev: #17
|
1.0 |
—
|
-1,315 | -0.8% |
P
S
|
161,135 | $18,984,926 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PR
Permian Resourc...
|
Energy | 1.35% | 1.36% |
#34
2
Prev: #36
|
0.5 |
—
|
-540,724 | -38.3% |
P
S
|
872,005 | $18,591,147 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MLAB
Mesa Laboratori...
|
Technology | 1.30% | 1.11% |
#35
10
Prev: #45
|
1.0 |
—
|
-2,360 | -1.1% |
P
S
|
202,903 | $17,940,683 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CELH
Celsius Holding...
|
Consumer Defensive | 1.28% | 1.57% |
#36
5
Prev: #31
|
1.0 |
—
|
-3,735 | -0.7% |
P
S
|
497,495 | $17,651,123 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
STVN
Stevanato Group...
|
Healthcare | 1.26% | 1.76% |
#37
14
Prev: #23
|
1.0 |
—
|
-7,375 | -0.6% |
P
S
|
1,270,811 | $17,473,651 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GWRE
Guidewire Softw...
|
Technology | 1.24% | 1.65% |
#38
10
Prev: #28
|
1.0 |
—
|
-4,851 | -4.1% |
P
S
|
114,745 | $17,161,262 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHYM
Chime Financial...
|
Technology | 1.22% | 1.02% |
#39
8
Prev: #47
|
3.5 |
—
|
309,030 | 52.3% |
P
S
|
900,285 | $16,862,338 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NCNO
nCino, Inc.
|
Technology | 1.15% | 1.99% |
#40
29
Prev: #11
|
1.0 |
—
|
-75,904 | -6.7% |
P
S
|
1,056,960 | $15,833,261 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PL
Planet Labs PBC
|
Industrials | 1.14% | 0.87% |
#41
8
Prev: #49
|
1.0 |
—
|
-78,785 | -12.3% |
P
S
|
561,284 | $15,687,888 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APPF
Appfolio, Inc.
|
Technology | 1.13% | 1.82% |
#42
24
Prev: #18
|
1.0 |
—
|
-15,660 | -13.7% |
P
S
|
98,630 | $15,565,787 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MOD
Modine Manufact...
|
Consumer Cyclical | 1.13% | — |
#43
Prev: #—
|
4.0 |
—
|
71,789 | — |
NEW
|
71,789 | $15,557,394 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PAHC
Phibro Animal H...
|
Healthcare | 1.11% | 0.72% |
#44
10
Prev: #54
|
0.9 |
—
|
-950 | -0.3% |
P
S
|
278,475 | $15,402,452 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SKY
Champion Homes,...
|
Consumer Cyclical | 1.07% | 1.16% |
#45
1
Prev: #44
|
0.9 |
—
|
-1,635 | -0.8% |
P
S
|
198,412 | $14,755,900 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WRBY
Warby Parker In...
|
Healthcare | 1.03% | 1.45% |
#46
13
Prev: #33
|
0.4 |
—
|
-294,569 | -30.3% |
P
S
|
677,310 | $14,270,922 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WING
Wingstop Inc
|
Consumer Cyclical | 0.92% | 1.35% |
#47
10
Prev: #37
|
0.9 |
—
|
-600 | -0.7% |
P
S
|
81,884 | $12,689,563 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OZK
Bank OZK
|
Financial Services | 0.90% | 0.86% |
#48
2
Prev: #50
|
0.9 |
—
|
-2,105 | -0.8% |
P
S
|
271,587 | $12,463,127 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BOOT
Boot Barn Holdi...
|
Consumer Cyclical | 0.89% | 1.02% |
#49
3
Prev: #46
|
0.9 |
—
|
-485 | -0.6% |
P
S
|
84,060 | $12,303,022 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRL
Charles River L...
|
Healthcare | 0.88% | — |
#50
Prev: #—
|
3.9 |
—
|
70,715 | — |
NEW
|
70,715 | $12,198,338 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 86 holdings