Top Institutional Investors

Ranger Investment Management, L.P. — 13F Holdings & Portfolio

CIK 1319691 · latest 13F-HR filed 2026-05-15

Backtest portfolio

Ranger Investment Management, L.P. manages $1.38B in 13F-reported U.S. long-equity assets across 79 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are LGND (3.87%), PEGA (3.24%), PDFS (3.03%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 7, added to 25, and trimmed 35.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$1.38B

Long-equity book

Holdings

79

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+7 / −7 / ↑25 / ↓35

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WaterBridge Infrastructure LLC$13.2M +113.8%
  • Rambus Inc.$10.5M +120.0%
  • Triumph Financial, Inc.$9.1M +41.4%
  • Oceaneering International, Inc$9.0M +46.5%
  • PDF Solutions Inc.$8.5M +25.4%
Show all 25 →

Top Trims

  • ADMA Biologics, Inc.-$21.4M -51.0%
  • nCino, Inc.-$13.2M -45.5%
  • Appfolio, Inc.-$11.0M -41.5%
  • AAON, Inc.-$10.7M -33.5%
  • Vital Farms, Inc.-$10.4M -56.1%
Show all 35 →

New Positions

  • Sterling Infrastructure, Inc.$21.8M
  • Modine Manufacturing Compnay$15.6M
  • Charles River Labs Intl, Inc.$12.2M
  • Ormat Technologies, Inc.$12.1M
  • BWX Technologies, Inc.$12.0M
Show all 7 →

Exited Positions

  • OneSpaWorld Holdings Limited$21.0M
  • Chemed Corporation$17.0M
  • Birkenstock Holding plc$13.0M
  • Oddity Tech Ltd$4.6M
  • Limbach Holdings, Inc.$3.4M
Show all 7 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Ligand Pharmaceutical LGND 53220K504 $53.5M 3.87% 267,943 SH
2 Pegasystems Inc. PEGA 705573103 $44.8M 3.24% 1,052,849 SH
3 PDF Solutions Inc. PDFS 693282105 $41.9M 3.03% 1,279,630 SH
4 UL Solutions Inc. ULS 903731107 $38.3M 2.77% 446,930 SH
5 Solaris Energy Infrastructure, SEI 83418M103 $34.3M 2.49% 607,810 SH
6 MACOM Technology Solutions Hld MTSI 55405Y100 $32.9M 2.38% 148,356 SH
7 Triumph Financial, Inc. TFIN 89679E300 $31.2M 2.26% 523,251 SH
8 Excelerate Energy, Inc EE 30069T101 $30.0M 2.17% 897,041 SH
9 Argan, Inc. AGX 04010E109 $29.2M 2.11% 53,592 SH
10 Oceaneering International, Inc OII 675232102 $28.3M 2.04% 796,595 SH
11 Saia, Inc. SAIA 78709Y105 $28.2M 2.04% 80,188 SH
12 Texas Roadhouse Inc TXRH 882681109 $28.1M 2.03% 170,182 SH
13 ANI Pharmaceuticals, Inc. ANIP 00182C103 $27.7M 2.00% 360,083 SH
14 Casella Waste Systems, Inc. CWST 147448104 $27.1M 1.96% 341,689 SH
15 Simpson Manufacturing Co,Inc SSD 829073105 $26.6M 1.92% 154,911 SH
16 LeMaitre Vascular, Inc. LMAT 525558201 $26.0M 1.88% 238,360 SH
17 WaterBridge Infrastructure LLC WBI 940923105 $24.8M 1.79% 924,570 SH
18 Lazard Ltd LAZ 52110M109 $24.5M 1.78% 577,662 SH
19 Karman Holdings Inc. KRMN 485924104 $23.8M 1.72% 297,540 SH
20 Medpace Holdings, Inc. MEDP 58506Q109 $23.2M 1.68% 48,357 SH
21 Jones Lang LaSalle Incorporate JLL 48020Q107 $22.9M 1.65% 75,111 SH
22 HealthEquity, Inc. HQY 42226A107 $22.7M 1.64% 271,223 SH
23 SharkNinja, Inc. SN G8068L108 $22.5M 1.63% 212,742 SH
24 TopBuild Corp. BLD 89055F103 $22.2M 1.61% 63,231 SH
25 Sterling Infrastructure, Inc. STRL 859241101 $21.8M 1.58% 53,634 SH
26 AAON, Inc. AAON 000360206 $21.3M 1.54% 257,410 SH
27 Federal Signal FSS 313855108 $20.7M 1.50% 191,729 SH
28 I3 Verticals Inc IIIV 46571Y107 $20.7M 1.50% 925,888 SH
29 ADMA Biologics, Inc. ADMA 000899104 $20.6M 1.49% 2,283,810 SH
30 Workiva Inc. WK 98139A105 $20.4M 1.48% 342,185 SH
31 Paylocity Holding Corp PCTY 70438V106 $19.8M 1.43% 182,925 SH
32 Rambus Inc. RMBS 750917106 $19.3M 1.40% 224,365 SH
33 Repligen Corporation RGEN 759916109 $19.0M 1.37% 161,135 SH
34 Permian Resources Corporation PR 71424F105 $18.6M 1.35% 872,005 SH
35 Mesa Laboratories, Inc. MLAB 59064R109 $17.9M 1.30% 202,903 SH
36 Celsius Holdings, Inc. CELH 15118V207 $17.7M 1.28% 497,495 SH
37 Stevanato Group Societa' Per A STVN T9224W109 $17.5M 1.26% 1,270,811 SH
38 Guidewire Software, Inc. GWRE 40171V100 $17.2M 1.24% 114,745 SH
39 Chime Financial, Inc. CHYM 16935C109 $16.9M 1.22% 900,285 SH
40 nCino, Inc. NCNO 63947X101 $15.8M 1.15% 1,056,960 SH
41 Planet Labs PBC PL 72703X106 $15.7M 1.14% 561,284 SH
42 Appfolio, Inc. APPF 03783C100 $15.6M 1.13% 98,630 SH
43 Modine Manufacturing Compnay MOD 607828100 $15.6M 1.13% 71,789 SH
44 Phibro Animal Health Corporati PAHC 71742Q106 $15.4M 1.11% 278,475 SH
45 Champion Homes, Inc. SKY 830830105 $14.8M 1.07% 198,412 SH
46 Warby Parker Inc. WRBY 93403J106 $14.3M 1.03% 677,310 SH
47 Wingstop Inc WING 974155103 $12.7M 0.92% 81,884 SH
48 Bank OZK OZK 06417N103 $12.5M 0.90% 271,587 SH
49 Boot Barn Holdings, Inc. BOOT 099406100 $12.3M 0.89% 84,060 SH
50 Charles River Labs Intl, Inc. CRL 159864107 $12.2M 0.88% 70,715 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.38B 79 0001319691-26-000003
2025-12-31 2026-02-13 $1.46B 79 0001319691-26-000002
2025-09-30 2025-11-05 $1.43B 76 0001319691-25-000008