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

CIK 1319691 · latest 13F-HR filed 2026-08-13

Backtest portfolio

Ranger Investment Management, L.P. manages $1.58B in 13F-reported U.S. long-equity assets across 83 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LGND (5.15%), PDFS (5.15%), SEI (2.97%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 7, added to 44, and trimmed 22.

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.

Filer Information
Address
8115 PRESTON ROAD
SUITE 590
DALLAS, TX 75225
Phone
(214) 871-5262
Filing Manager
Ranger Investment Management, L.P.
DALLAS, TX
Signatory
Melanie Mendoza
Chief Compliance Officer
Loading holdings…
AUM

$1.58B

Long-equity book

Holdings

83

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+11 / −7 / ↑44 / ↓22

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PDF Solutions Inc.$39.5M +94.4%
  • Ligand Pharmaceutical$27.9M +52.2%
  • Willdan Group Inc$18.2M +512.3%
  • Sterling Infrastructure, Inc.$17.8M +81.3%
  • Warby Parker Inc.$16.7M +116.9%
Show all 44 →

Top Trims

  • Pegasystems Inc.-$18.6M -41.6%
  • Lazard Ltd-$13.2M -53.8%
  • Karman Holdings Inc.-$9.9M -41.6%
  • Medpace Holdings, Inc.-$9.0M -38.7%
  • Workiva Inc.-$7.5M -36.5%
Show all 22 →

New Positions

  • Aramark$19.0M
  • OPENLANE, Inc.$18.1M
  • American Superconductor Corpor$16.8M
  • Generac Holdings Inc.$14.3M
  • Cardinal Infrastructure Group$11.8M
Show all 11 →

Exited Positions

  • TopBuild Corp.$22.2M
  • I3 Verticals Inc$20.7M
  • Repligen Corporation$19.0M
  • Guidewire Software, Inc.$17.2M
  • Wingstop Inc$12.7M
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 $81.4M 5.15% 257,596 SH
2 PDF Solutions Inc. PDFS 693282105 $81.4M 5.15% 1,149,647 SH
3 Solaris Energy Infrastructure, SEI 83418M103 $47.0M 2.97% 583,733 SH
4 UL Solutions Inc. ULS 903731107 $42.6M 2.69% 418,200 SH
5 Sterling Infrastructure, Inc. STRL 859241101 $39.6M 2.51% 47,186 SH
6 Argan, Inc. AGX 04010E109 $38.2M 2.42% 47,889 SH
7 MACOM Technology Solutions Hld MTSI 55405Y100 $38.2M 2.42% 100,486 SH
8 Triumph Financial, Inc. TFIN 89679E300 $36.9M 2.34% 483,810 SH
9 SharkNinja, Inc. SN G8068L108 $36.6M 2.32% 240,643 SH
10 Excelerate Energy, Inc EE 30069T101 $34.7M 2.19% 912,300 SH
11 Casella Waste Systems, Inc. CWST 147448104 $32.0M 2.03% 330,460 SH
12 Simpson Manufacturing Co,Inc SSD 829073105 $31.8M 2.01% 151,834 SH
13 Oceaneering International, Inc OII 675232102 $31.5M 1.99% 777,643 SH
14 Warby Parker Inc. WRBY 93403J106 $30.9M 1.96% 1,020,064 SH
15 AAON, Inc. AAON 000360206 $30.6M 1.93% 241,003 SH
16 HealthEquity, Inc. HQY 42226A107 $28.8M 1.82% 319,253 SH
17 ANI Pharmaceuticals, Inc. ANIP 00182C103 $28.4M 1.80% 343,150 SH
18 Saia, Inc. SAIA 78709Y105 $27.2M 1.72% 64,665 SH
19 Pegasystems Inc. PEGA 705573103 $26.2M 1.66% 873,139 SH
20 Ormat Technologies, Inc. ORA 686688102 $24.4M 1.54% 224,096 SH
21 Chime Financial, Inc. CHYM 16935C109 $24.3M 1.54% 1,188,661 SH
22 WillScot Holdings Corp WSC 971378104 $24.1M 1.52% 834,433 SH
23 Rambus Inc. RMBS 750917106 $23.5M 1.48% 176,692 SH
24 WaterBridge Infrastructure LLC WBI 940923105 $23.4M 1.48% 682,262 SH
25 Federal Signal FSS 313855108 $23.1M 1.46% 179,428 SH
26 Jones Lang LaSalle Incorporate JLL 48020Q107 $21.8M 1.38% 70,269 SH
27 Willdan Group Inc WLDN 96924N100 $21.8M 1.38% 275,191 SH
28 Texas Roadhouse Inc TXRH 882681109 $21.6M 1.36% 111,578 SH
29 Stevanato Group Societa' Per A STVN T9224W109 $21.4M 1.36% 1,186,375 SH
30 LeMaitre Vascular, Inc. LMAT 525558201 $21.0M 1.33% 219,307 SH
31 TeraWulf Inc. WULF 88080T104 $20.7M 1.31% 838,560 SH
32 Aramark ARMK 03852U106 $19.0M 1.20% 333,660 SH
33 BWX Technologies, Inc. BWXT 05605H100 $18.9M 1.20% 97,321 SH
34 OPENLANE, Inc. OPLN 48238T109 $18.1M 1.15% 440,010 SH
35 Modine Manufacturing Compnay MOD 607828100 $18.0M 1.14% 67,226 SH
36 Paylocity Holding Corp PCTY 70438V106 $17.9M 1.13% 171,262 SH
37 ADMA Biologics, Inc. ADMA 000899104 $17.7M 1.12% 2,115,417 SH
38 Planet Labs PBC PL 72703X106 $17.7M 1.12% 533,917 SH
39 Mesa Laboratories, Inc. MLAB 59064R109 $17.3M 1.10% 173,988 SH
40 American Superconductor Corpor AMSC 030111207 $16.8M 1.06% 405,266 SH
41 Champion Homes, Inc. SKY 830830105 $16.4M 1.04% 185,831 SH
42 Life Time Group Holdings, Inc. LTH 53190C102 $16.3M 1.03% 399,163 SH
43 nCino, Inc. NCNO 63947X101 $15.9M 1.01% 975,055 SH
44 Permian Resources Corporation PR 71424F105 $15.0M 0.95% 816,316 SH
45 Charles River Labs Intl, Inc. CRL 159864107 $15.0M 0.95% 66,182 SH
46 Boot Barn Holdings, Inc. BOOT 099406100 $14.8M 0.94% 90,241 SH
47 Generac Holdings Inc. GNRC 368736104 $14.3M 0.91% 49,005 SH
48 Medpace Holdings, Inc. MEDP 58506Q109 $14.2M 0.90% 26,869 SH
49 Karman Holdings Inc. KRMN 485924104 $13.9M 0.88% 278,485 SH
50 Celsius Holdings, Inc. CELH 15118V207 $13.6M 0.86% 465,470 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $1.58B 83 0001319691-26-000006
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