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

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

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 and exited 7; 44 existing positions rose in reported value and 22 fell.

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.

AUM

$1.58B

Long-equity book

Holdings

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+11 / −7 / ↑44 / ↓22

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26

LGND5.2% · -4%PDFS5.1% · -10%SEI3.0% · -4%ULS2.7% · -6%STRL2.5% · -12%AGX2.4% · -11%MTSI2.4% · -32%TFIN2.3% · -8%SN2.3% · +13%EE2.2% · +2%CWST2.0% · -3%SSD2.0% · -2%OII2.0% · -2%WRBY2.0% · +51%AAON1.9% · -6%HQY1.8% · +18%ANIP1.8% · -5%SAIA1.7% · -19%PEGA1.7% · -17%ORA1.5% · +108%CHYM1.5% · +32%WSC1.5% · +72%RMBS1.5% · -21%WBI1.5% · -26%FSS1.5% · -6%JLL1.4% · -6%WLDN1.4% · +493%TXRH1.4% · -34%STVN1.4% · -7%LMAT1.3% · -8%WULF1.3% · +110%ARMK1.2% · new BWXT1.2% · +66%OPLN1.1% · new MOD1.1% · -6%PCTY1.1% · -6%ADMA1.1% · -7%PL1.1% · -5%MLAB1.1% · -14%AMSC1.1% · new SKY1.0% · -6%LTH1.0% · -6%NCNO1.0% · -8%PR1.0% · -6%CRL0.9% · -6%BOOT0.9% · +7%GNRC0.9% · new MEDP0.9% · -44%KRMN0.9% · -6%CELH0.9% · -6%OZK0.8% · -6%WK0.8% · -22%NVEC0.8% · +1%CDNL0.7% · new LAZ0.7% · -53%KRT0.7% · +2%MCB0.7% · +5%CCB0.7% · -8%CVLG0.7% · +37%UFPT0.6% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 30.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Assets Under Management

$1.48B

Discretionary

$1.48B

Employees

Accounts

Address

8115 PRESTON ROAD
SUITE 590
DALLAS, TX 75225

Phone

(214) 871-5260

Website

WWW.RANGERINVESTMENTS.COM
WWW.LINKEDIN.COM/COMPANY/RANGERINVESTMENTS
WWW.RANGERINVESTMENTSFUNDS.COM

Name	Title / Status	Ownership	Type
BUSBY, BRIAN, BARTLETT Control	HEAD TRADER AND LIMITED PARTNER	5–10%	Individual
Bell, Wesley, Conger Control	DIRECTOR	General partner	Individual
COTTON, MARTA, Z Control	HEAD OF MARKETING AND LIMITED PARTNER	Less than 5%	Individual
CRAMER, JONATHAN, ADAM Control	DIRECTOR	General partner	Individual
DOENGES, WILLIAM, CONRAD Control	CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER AND LIMITED PARTNER	25–50%	Individual
DOENGES, WILLIAM, CONRAD Control	MEMBER AND MANAGER OF RANGER INVESTMENT GP, LLC	25–50%	Individual
HILL, ANDREW, FERGUSON Control	PRESIDENT, PORTFOLIO MANAGER AND LIMITED PARTNER	10–25%	Individual
JAKACKI, ROBERT, SCOTT Control	DIRECTOR	General partner	Individual
KUDU INVESTMENT HOLDINGS, LLC Control	MEMBER	General partner	Domestic Entity
KUDU INVESTMENT MANAGEMENT, LLC Control	MEMBER	75% or more	Domestic Entity
LABATE, JOSEPH, THOMAS Control	MANAGING DIRECTOR, PORTFOLIO MANAGER AND LIMITED PARTNER	10–25%	Individual
MCCULLOUGH, BROWN, VICKERY Control	DIRECTOR, PORTOLIO MANAGER AND LIMITED PARTNER	10–25%	Individual
MENDOZA, MELANIE, HOPE Control	CHIEF COMPLIANCE OFFICER	Less than 5%	Individual
RANGER INVESTMENT GP, LLC Control	GENERAL PARTNER	Less than 5%	Domestic Entity
ROUNTREE, GEORGE, MANNING Control	DIRECTOR	General partner	Individual
RUFFEL, CHARLES, ANTHONY Control	DIRECTOR	General partner	Individual
WADE, MATTHEW, ROBERT Control	CHIEF FINANCIAL OFFICER	Less than 5%	Individual
WHITE MOUNTAINS INSURANCE GROUP, LTD. Control	SHAREHOLDER	75% or more	Foreign Entity
WM HINSON (BERMUDA) LTD. Control	SHAREHOLDER	75% or more	Foreign Entity
WM INTERNATIONAL HOLDINGS LTD. Control	SHAREHOLDER	75% or more	Foreign Entity
WM REGENT LTD Control	MEMBER	75% or more	Foreign Entity
KUDU INVESTMENT US, LLC	LIMITED PARTNER	25–50%	Domestic Entity
Keeler, Nancy, Quinn	MEMBER OF PARENT COMPANY	General partner	Individual
MCLEOD, GAVIN, WINSTON	CHIEF FINANCIAL OFFICER OF PAREENT COMPANY	General partner	Individual
PLATT, NICHOLAS, (NMN)	CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER OF PARENT COMPANY	General partner	Individual
Shin, Seungjun, Christopher	MEMBER OF PARENT COMPANY	General partner	Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

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

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 →

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#	Issuer	Symbol	CUSIP	Value	Δ

Ranger Investment Management, L.P. Holdings (2026-06-30)

#	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

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