Gagnon Advisors, LLC

New York, NY · CIK 1599466 · 13F filing filed 2026-08-05

SEC-registered investment adviser since 2014 · limited liability company

Assets managed$187.3m
Staff10 · 6 in investment roles
Main clients (by assets)Private funds 100%
Private funds4 (4 hedge) · $307.0m gross assets
Form ADV · 2026-08-12SEC adviser record

Kindhedge funds
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 4

$157.3m reported value +15.7% vs Q1 2026

23positions

67.2%in top 10

4 new 5 added 0 reduced 3 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).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CAREDX INC COM CDNA	CDNA	546,893	$15.6m9.91%	9.91%	Added +14.0k	+14,001 2.6%
2	AMERESCO INC CL A AMRC	AMRC	472,798	$13.0m8.30%	8.30%	Unchanged
3	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	339,877	$12.5m7.94%	7.94%	Unchanged
4	GENEDX HOLDINGS CORP COM CL A WGS	WGS	177,870	$12.2m7.76%	7.76%	Added +29.6k	+29,645 20.0%
5	EQUINIX INC COM EQIX	EQIX	10,715	$11.2m7.10%	7.10%	Unchanged
6	HINGE HEALTH INC CL A HNGE	HNGE	113,304	$9.4m5.98%	5.98%	Added +32.5k	+32,517 40.2%
7	PACIRA BIOSCIENCES INC COM PCRX	PCRX	352,637	$8.9m5.69%	5.69%	Unchanged
8	FRESHWORKS INC CLASS A COM FRSH	FRSH	776,212	$7.9m5.00%	5.00%	Unchanged
9	BIOLIFE SOLUTIONS INC COM NEW BLFS	BLFS	274,217	$7.7m4.92%	4.92%	Unchanged
10	FIVE9 INC COM FIVN	FIVN	336,277	$7.2m4.56%	4.56%	Unchanged
11	PROFOUND MED CORP COM NEW PROF	PROF	962,186	$6.4m4.07%	4.07%	Unchanged
12	N/A 0 0		328,488	$6.1m3.89%	3.89%	New
13	TREACE MED CONCEPTS INC COM TMCI	TMCI	1,534,034	$6.1m3.88%	3.88%	New
14	ORASURE TECHNOLOGIES INC COM OSUR	OSUR	1,207,440	$5.4m3.42%	3.42%	Unchanged
15	AMPLITUDE INC COM CL A AMPL	AMPL	634,987	$4.9m3.09%	3.09%	Unchanged
16	DOUBLEVERIFY HLDGS INC COM DV	DV	438,039	$4.7m3.02%	3.02%	Unchanged
17	QUIDELORTHO CORP COM QDEL	QDEL	241,097	$4.2m2.69%	2.69%	New
18	VERTEX INC CL A VERX	VERX	361,621	$4.2m2.64%	2.64%	Added +64.6k	+64,571 21.7%
19	BLACKLINE INC COM BL	BL	130,050	$3.7m2.32%	2.32%	Unchanged
20	MARINEMAX INC COM HZO	HZO	97,242	$3.6m2.26%	2.26%	Unchanged
21	KALTURA INC COM KLTR	KLTR	1,413,010	$1.8m1.17%	1.17%	Unchanged
22	CNFINANCE HLDGS LTD SPONSORED ADS CNF	CNF	108,017	$299.2k0.19%	0.19%	Added +27.7k	+27,658 34.4%
23	BEYOND MEAT INC COM COM		388,880	$291.7k0.19%	0.19%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NAVIGATOR HLDGS LTD NVGS	NVGS	539,881	$10.4m539.9k shares
ISHARES TR SGOV	SGOV	95,621	$9.6m95.6k shares
ALPHA & OMEGA SEMICONDUCTOR AOSL	AOSL	120,196	$2.7m120.2k shares