Vault-13

Ranger Investment Management, L.P.

DALLAS, TX · CIK 1319691 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2003 · limited partnership

As an employer

$1.6bn reported value +14.4% vs Q1 2026
83positions
30.2%in top 10
11 new 20 added 52 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 LIGAND PHARMACEUTICALS INC COM NEW LGND LGND 257,596 $81.4m5.15% 5.15% ReducedShares held: Q3 2025 275.3k, Q4 2025 270.0k, Q1 2026 267.9k, Q2 2026 257.6k -10.3k -10,347 -3.9%
2 PDF SOLUTIONS INC COM PDFS PDFS 1,149,647 $81.4m5.15% 5.15% ReducedShares held: Q3 2025 1.1m, Q4 2025 1.2m, Q1 2026 1.3m, Q2 2026 1.1m -130.0k -129,983 -10.2%
3 SOLARIS ENERGY INFRAS INC COM CL A SEI SEI 583,733 $47.0m2.97% 2.97% ReducedShares held: Q3 2025 426.1k, Q4 2025 623.2k, Q1 2026 607.8k, Q2 2026 583.7k -24.1k -24,077 -4.0%
4 UL SOLUTIONS INC CLASS A COM SHS ULS ULS 418,200 $42.6m2.69% 2.69% ReducedShares held: Q3 2025 413.1k, Q4 2025 411.8k, Q1 2026 446.9k, Q2 2026 418.2k -28.7k -28,730 -6.4%
5 STERLING INFRASTRUCTURE INC COM STRL STRL 47,186 $39.6m2.51% 2.51% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 53.6k, Q2 2026 47.2k -6.4k -6,448 -12.0%
6 ARGAN INC COM AGX AGX 47,889 $38.2m2.42% 2.42% ReducedShares held: Q3 2025 104.1k, Q4 2025 116.9k, Q1 2026 53.6k, Q2 2026 47.9k -5.7k -5,703 -10.6%
7 MACOM TECH SOLUTIONS HLDGS I COM MTSI MTSI 100,486 $38.2m2.42% 2.42% ReducedShares held: Q3 2025 117.8k, Q4 2025 149.5k, Q1 2026 148.4k, Q2 2026 100.5k -47.9k -47,870 -32.3%
8 TRIUMPH FINANCIAL INC COM TFIN TFIN 483,810 $36.9m2.34% 2.34% ReducedShares held: Q3 2025 359.7k, Q4 2025 352.4k, Q1 2026 523.3k, Q2 2026 483.8k -39.4k -39,441 -7.5%
9 SHARKNINJA INC COM SHS SN SN 240,643 $36.6m2.32% 2.32% AddedShares held: Q3 2025 0, Q4 2025 214.3k, Q1 2026 212.7k, Q2 2026 240.6k +27.9k +27,901 13.1%
10 EXCELERATE ENERGY INC CL A COM EE EE 912,300 $34.7m2.19% 2.19% AddedShares held: Q3 2025 1.6m, Q4 2025 1.2m, Q1 2026 897.0k, Q2 2026 912.3k +15.3k +15,259 1.7%
11 CASELLA WASTE SYS INC CL A CWST CWST 330,460 $32.0m2.03% 2.03% ReducedShares held: Q3 2025 346.0k, Q4 2025 344.2k, Q1 2026 341.7k, Q2 2026 330.5k -11.2k -11,229 -3.3%
12 SIMPSON MFG INC COM SSD SSD 151,834 $31.8m2.01% 2.01% ReducedShares held: Q3 2025 112.7k, Q4 2025 156.1k, Q1 2026 154.9k, Q2 2026 151.8k -3.1k -3,077 -2.0%
13 OCEANEERING INTL INC COM OII OII 777,643 $31.5m1.99% 1.99% ReducedShares held: Q3 2025 596.0k, Q4 2025 802.6k, Q1 2026 796.6k, Q2 2026 777.6k -19.0k -18,952 -2.4%
14 WARBY PARKER INC CL A COM WRBY WRBY 1,020,064 $30.9m1.96% 1.96% AddedShares held: Q3 2025 990.5k, Q4 2025 971.9k, Q1 2026 677.3k, Q2 2026 1.0m +342.8k +342,754 50.6%
15 AAON INC COM PAR $0.004 AAON AAON 241,003 $30.6m1.93% 1.93% ReducedShares held: Q3 2025 421.6k, Q4 2025 420.3k, Q1 2026 257.4k, Q2 2026 241.0k -16.4k -16,407 -6.4%
16 HEALTHEQUITY INC COM HQY HQY 319,253 $28.8m1.82% 1.82% AddedShares held: Q3 2025 274.1k, Q4 2025 273.3k, Q1 2026 271.2k, Q2 2026 319.3k +48.0k +48,030 17.7%
17 ANI PHARMACEUTICALS INC COM ANIP ANIP 343,150 $28.4m1.80% 1.80% ReducedShares held: Q3 2025 271.3k, Q4 2025 362.4k, Q1 2026 360.1k, Q2 2026 343.1k -16.9k -16,933 -4.7%
18 SAIA INC COM SAIA SAIA 64,665 $27.2m1.72% 1.72% ReducedShares held: Q3 2025 81.1k, Q4 2025 80.8k, Q1 2026 80.2k, Q2 2026 64.7k -15.5k -15,523 -19.4%
19 PEGASYSTEMS INC COM PEGA PEGA 873,139 $26.2m1.66% 1.66% ReducedShares held: Q3 2025 975.5k, Q4 2025 911.0k, Q1 2026 1.1m, Q2 2026 873.1k -179.7k -179,710 -17.1%
20 ORMAT TECHNOLOGIES INC COM ORA ORA 224,096 $24.4m1.54% 1.54% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 108.0k, Q2 2026 224.1k +116.1k +116,146 107.6%
21 CHIME FINL INC COM SHS CL A CHYM CHYM 1,188,661 $24.3m1.54% 1.54% AddedShares held: Q3 2025 0, Q4 2025 591.3k, Q1 2026 900.3k, Q2 2026 1.2m +288.4k +288,376 32.0%
22 WILLSCOT HLDGS CORP COM CL A WSC WSC 834,433 $24.1m1.52% 1.52% AddedShares held: Q3 2025 780.6k, Q4 2025 489.7k, Q1 2026 486.0k, Q2 2026 834.4k +348.4k +348,450 71.7%
23 RAMBUS INC DEL COM RMBS RMBS 176,692 $23.5m1.48% 1.48% ReducedShares held: Q3 2025 0, Q4 2025 95.5k, Q1 2026 224.4k, Q2 2026 176.7k -47.7k -47,673 -21.2%
24 WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG WBI WBI 682,262 $23.4m1.48% 1.48% ReducedShares held: Q3 2025 377.8k, Q4 2025 579.0k, Q1 2026 924.6k, Q2 2026 682.3k -242.3k -242,308 -26.2%
25 FEDERAL SIGNAL CORP COM FSS FSS 179,428 $23.1m1.46% 1.46% ReducedShares held: Q3 2025 194.2k, Q4 2025 193.2k, Q1 2026 191.7k, Q2 2026 179.4k -12.3k -12,301 -6.4%
26 JONES LANG LASALLE INC COM JLL JLL 70,269 $21.8m1.38% 1.38% ReducedShares held: Q3 2025 76.0k, Q4 2025 75.7k, Q1 2026 75.1k, Q2 2026 70.3k -4.8k -4,842 -6.5%
27 WILLDAN GROUP INC COM WLDN WLDN 275,191 $21.8m1.38% 1.38% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 46.4k, Q2 2026 275.2k +228.8k +228,756 492.6%
28 TEXAS ROADHOUSE INC COM TXRH TXRH 111,578 $21.6m1.36% 1.36% ReducedShares held: Q3 2025 172.3k, Q4 2025 171.4k, Q1 2026 170.2k, Q2 2026 111.6k -58.6k -58,604 -34.4%
29 STEVANATO GROUP S P A ORD SHS STVN STVN 1,186,375 $21.4m1.36% 1.36% ReducedShares held: Q3 2025 1.3m, Q4 2025 1.3m, Q1 2026 1.3m, Q2 2026 1.2m -84.4k -84,436 -6.6%
30 LEMAITRE VASCULAR INC COM LMAT LMAT 219,307 $21.0m1.33% 1.33% ReducedShares held: Q3 2025 385.8k, Q4 2025 377.0k, Q1 2026 238.4k, Q2 2026 219.3k -19.1k -19,053 -8.0%
31 TERAWULF INC COM WULF WULF 838,560 $20.7m1.31% 1.31% AddedShares held: Q3 2025 0, Q4 2025 182.0k, Q1 2026 398.3k, Q2 2026 838.6k +440.2k +440,230 110.5%
32 ARAMARK COM ARMK ARMK 333,660 $19.0m1.20% 1.20% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 333.7k
33 BWX TECHNOLOGIES INC COM BWXT BWXT 97,321 $18.9m1.20% 1.20% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 58.6k, Q2 2026 97.3k +38.7k +38,681 66.0%
34 OPENLANE INC COM OPLN OPLN 440,010 $18.1m1.15% 1.15% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 440.0k
35 MODINE MFG CO COM MOD MOD 67,226 $18.0m1.14% 1.14% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 71.8k, Q2 2026 67.2k -4.6k -4,563 -6.4%
36 PAYLOCITY HLDG CORP COM PCTY PCTY 171,262 $17.9m1.13% 1.13% ReducedShares held: Q3 2025 173.5k, Q4 2025 173.0k, Q1 2026 182.9k, Q2 2026 171.3k -11.7k -11,663 -6.4%
37 ADMA BIOLOGICS INC COM ADMA ADMA 2,115,417 $17.7m1.12% 1.12% ReducedShares held: Q3 2025 2.3m, Q4 2025 2.3m, Q1 2026 2.3m, Q2 2026 2.1m -168.4k -168,393 -7.4%
38 PLANET LABS PBC COM CL A PL PL 533,917 $17.7m1.12% 1.12% ReducedShares held: Q3 2025 207.1k, Q4 2025 640.1k, Q1 2026 561.3k, Q2 2026 533.9k -27.4k -27,367 -4.9%
39 MESA LABS INC COM MLAB MLAB 173,988 $17.3m1.10% 1.10% ReducedShares held: Q3 2025 209.7k, Q4 2025 205.3k, Q1 2026 202.9k, Q2 2026 174.0k -28.9k -28,915 -14.2%
40 AMERICAN SUPERCONDUCTOR CORP SHS NEW AMSC AMSC 405,266 $16.8m1.06% 1.06% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 405.3k
41 CHAMPION HOMES INC COM SKY SKY 185,831 $16.4m1.04% 1.04% ReducedShares held: Q3 2025 200.7k, Q4 2025 200.0k, Q1 2026 198.4k, Q2 2026 185.8k -12.6k -12,581 -6.3%
42 LIFE TIME GROUP HOLDINGS INC COMMON STOCK LTH LTH 399,163 $16.3m1.03% 1.03% ReducedShares held: Q3 2025 432.1k, Q4 2025 429.8k, Q1 2026 426.6k, Q2 2026 399.2k -27.4k -27,440 -6.4%
43 NCINO INC COM NCNO NCNO 975,055 $15.9m1.01% 1.01% ReducedShares held: Q3 2025 1.2m, Q4 2025 1.1m, Q1 2026 1.1m, Q2 2026 975.1k -81.9k -81,905 -7.8%
44 PERMIAN RESOURCES CORP CLASS A COM PR PR 816,316 $15.0m0.95% 0.95% ReducedShares held: Q3 2025 1.4m, Q4 2025 1.4m, Q1 2026 872.0k, Q2 2026 816.3k -55.7k -55,689 -6.4%
45 CHARLES RIV LABS INTL INC COM CRL CRL 66,182 $15.0m0.95% 0.95% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 70.7k, Q2 2026 66.2k -4.5k -4,533 -6.4%
46 BOOT BARN HLDGS INC COM BOOT BOOT 90,241 $14.8m0.94% 0.94% AddedShares held: Q3 2025 184.3k, Q4 2025 84.5k, Q1 2026 84.1k, Q2 2026 90.2k +6.2k +6,181 7.3%
47 GENERAC HLDGS INC COM GNRC GNRC 49,005 $14.3m0.91% 0.91% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 49.0k
48 MEDPACE HLDGS INC COM MEDP MEDP 26,869 $14.2m0.90% 0.90% ReducedShares held: Q3 2025 48.9k, Q4 2025 48.7k, Q1 2026 48.4k, Q2 2026 26.9k -21.5k -21,488 -44.4%
49 KARMAN HLDGS INC COMMON STOCK KRMN KRMN 278,485 $13.9m0.88% 0.88% ReducedShares held: Q3 2025 265.2k, Q4 2025 263.8k, Q1 2026 297.5k, Q2 2026 278.5k -19.1k -19,055 -6.4%
50 CELSIUS HLDGS INC COM NEW CELH CELH 465,470 $13.6m0.86% 0.86% ReducedShares held: Q3 2025 361.4k, Q4 2025 501.2k, Q1 2026 497.5k, Q2 2026 465.5k -32.0k -32,025 -6.4%
51 BANK OZK LITTLE ROCK ARK COM OZK OZK 254,180 $13.2m0.84% 0.84% ReducedShares held: Q3 2025 274.5k, Q4 2025 273.7k, Q1 2026 271.6k, Q2 2026 254.2k -17.4k -17,407 -6.4%
52 WORKIVA INC COM CL A WK WK 266,945 $12.9m0.82% 0.82% ReducedShares held: Q3 2025 312.0k, Q4 2025 306.9k, Q1 2026 342.2k, Q2 2026 266.9k -75.2k -75,240 -22.0%
53 NVE CORP COM NEW NVEC NVEC 121,341 $12.7m0.80% 0.80% AddedShares held: Q3 2025 129.3k, Q4 2025 120.6k, Q1 2026 120.2k, Q2 2026 121.3k +1.2k +1,171 1.0%
54 CARDINAL INFRASTRUCTURE GROU CL A CDNL CDNL 124,927 $11.8m0.74% 0.74% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 124.9k
55 LAZARD INC COM LAZ LAZ 270,470 $11.3m0.72% 0.72% ReducedShares held: Q3 2025 584.9k, Q4 2025 582.0k, Q1 2026 577.7k, Q2 2026 270.5k -307.2k -307,192 -53.2%
56 KARAT PACKAGING INC COM KRT KRT 332,596 $11.1m0.70% 0.70% AddedShares held: Q3 2025 322.5k, Q4 2025 300.7k, Q1 2026 325.1k, Q2 2026 332.6k +7.5k +7,492 2.3%
57 METROPOLITAN BK HLDG CORP COM MCB MCB 109,857 $10.8m0.69% 0.69% AddedShares held: Q3 2025 151.5k, Q4 2025 105.2k, Q1 2026 104.8k, Q2 2026 109.9k +5.0k +5,022 4.8%
58 COASTAL FINL CORP WA COM NEW CCB CCB 138,897 $10.8m0.68% 0.68% ReducedShares held: Q3 2025 156.2k, Q4 2025 152.0k, Q1 2026 151.1k, Q2 2026 138.9k -12.2k -12,202 -8.1%
59 COVENANT LOGISTICS GROUP INC CL A CVLG CVLG 236,658 $10.5m0.66% 0.66% AddedShares held: Q3 2025 185.9k, Q4 2025 173.3k, Q1 2026 172.7k, Q2 2026 236.7k +63.9k +63,948 37.0%
60 UFP TECHNOLOGIES INC COM UFPT UFPT 36,030 $9.6m0.60% 0.60% AddedShares held: Q3 2025 38.7k, Q4 2025 36.1k, Q1 2026 35.9k, Q2 2026 36.0k +85 +85 0.2%
61 IRADIMED CORP COM IRMD IRMD 98,346 $9.4m0.59% 0.59% ReducedShares held: Q3 2025 119.6k, Q4 2025 111.5k, Q1 2026 111.1k, Q2 2026 98.3k -12.7k -12,739 -11.5%
62 PENNANT GROUP INC COM PNTG PNTG 252,658 $9.3m0.59% 0.59% ReducedShares held: Q3 2025 307.1k, Q4 2025 286.3k, Q1 2026 285.4k, Q2 2026 252.7k -32.7k -32,692 -11.5%
63 PHIBRO ANIMAL HEALTH CORP CL A COM PAHC PAHC 292,410 $9.2m0.58% 0.58% AddedShares held: Q3 2025 299.9k, Q4 2025 279.4k, Q1 2026 278.5k, Q2 2026 292.4k +13.9k +13,935 5.0%
64 APPFOLIO INC COM CL A APPF APPF 56,689 $9.1m0.58% 0.58% ReducedShares held: Q3 2025 114.6k, Q4 2025 114.3k, Q1 2026 98.6k, Q2 2026 56.7k -41.9k -41,941 -42.5%
65 MERIT MED SYS INC COM MMSI MMSI 130,447 $9.0m0.57% 0.57% ReducedShares held: Q3 2025 204.2k, Q4 2025 203.6k, Q1 2026 139.4k, Q2 2026 130.4k -9.0k -8,978 -6.4%
66 BUSINESS FIRST BANCSHARES IN COM BFST BFST 284,500 $8.7m0.55% 0.55% ReducedShares held: Q3 2025 345.9k, Q4 2025 322.4k, Q1 2026 321.3k, Q2 2026 284.5k -36.8k -36,790 -11.4%
67 PREFORMED LINE PRODS CO COM PLPC PLPC 19,339 $7.9m0.50% 0.50% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 18.7k, Q2 2026 19.3k +617 +617 3.3%
68 GREEN BRICK PARTNERS INC COM GRBK GRBK 96,255 $7.7m0.49% 0.49% ReducedShares held: Q3 2025 117.0k, Q4 2025 109.1k, Q1 2026 108.7k, Q2 2026 96.3k -12.5k -12,469 -11.5%
69 GUARDIAN PHARMACY SVCS INC CL A GRDN GRDN 173,458 $7.3m0.46% 0.46% AddedShares held: Q3 2025 0, Q4 2025 167.7k, Q1 2026 167.2k, Q2 2026 173.5k +6.3k +6,268 3.8%
70 BIOLIFE SOLUTIONS INC COM NEW BLFS BLFS 238,521 $6.7m0.43% 0.43% ReducedShares held: Q3 2025 289.9k, Q4 2025 270.3k, Q1 2026 269.4k, Q2 2026 238.5k -30.8k -30,844 -11.4%
71 DOUGLAS DYNAMICS INC COM PLOW PLOW 109,622 $5.9m0.37% 0.37% ReducedShares held: Q3 2025 280.5k, Q4 2025 261.5k, Q1 2026 260.6k, Q2 2026 109.6k -151.0k -150,978 -57.9%
72 VITA COCO CO INC COM COCO COCO 85,105 $5.6m0.36% 0.36% ReducedShares held: Q3 2025 153.2k, Q4 2025 142.7k, Q1 2026 142.3k, Q2 2026 85.1k -57.2k -57,155 -40.2%
73 VIAVI SOLUTIONS INC COM VIAV VIAV 112,740 $5.4m0.34% 0.34% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 112.7k
74 TETRA TECHNOLOGIES INC DEL COM TTI TTI 458,119 $5.2m0.33% 0.33% ReducedShares held: Q3 2025 0, Q4 2025 518.7k, Q1 2026 517.4k, Q2 2026 458.1k -59.3k -59,271 -11.5%
75 PERELLA WEINBERG PARTNERS CLASS A COM PWP PWP 321,985 $5.1m0.33% 0.33% ReducedShares held: Q3 2025 395.8k, Q4 2025 369.2k, Q1 2026 367.9k, Q2 2026 322.0k -45.9k -45,870 -12.5%
76 OUSTER INC COM NEW OUST OUST 77,190 $4.8m0.31% 0.31% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 77.2k
77 SELECT WATER SOLUTIONS INC CL A COM WTTR WTTR 239,795 $4.8m0.30% 0.30% ReducedShares held: Q3 2025 454.3k, Q4 2025 423.3k, Q1 2026 421.8k, Q2 2026 239.8k -182.1k -182,050 -43.2%
78 MCGRATH RENTCORP COM MGRC MGRC 39,415 $4.8m0.30% 0.30% AddedShares held: Q3 2025 25.3k, Q4 2025 23.6k, Q1 2026 23.5k, Q2 2026 39.4k +15.9k +15,900 67.6%
79 KURA SUSHI USA INC CL A COM KRUS KRUS 75,090 $4.3m0.27% 0.27% ReducedShares held: Q3 2025 155.2k, Q4 2025 85.1k, Q1 2026 84.8k, Q2 2026 75.1k -9.7k -9,720 -11.5%
80 LIQUIDITY SVCS INC COM LQDT LQDT 83,292 $3.3m0.21% 0.21% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 83.3k
81 TAMBORAN RES CORP COM TBN TBN 80,248 $2.6m0.17% 0.17% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 80.2k
82 NN INC COM NNBR NNBR 568,235 $2.0m0.13% 0.13% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 568.2k
83 FERVO ENERGY CO CL A COM FRVO FRVO 49,772 $1.5m0.09% 0.09% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 49.8k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
TOPBUILD CORP BLD BLD 63,231 $22.2m63.2k shares
I3 VERTICALS INC IIIV IIIV 925,888 $20.7m925.9k shares
REPLIGEN CORP RGEN RGEN 161,135 $19.0m161.1k shares
GUIDEWIRE SOFTWARE INC GWRE GWRE 114,745 $17.2m114.7k shares
WINGSTOP INC WING WING 81,884 $12.7m81.9k shares
VITAL FARMS INC VITL VITL 579,790 $8.2m579.8k shares
GCI LIBERTY INC GLIBK GLIBK 162,341 $6.0m162.3k shares