EMERALD ADVISERS, LLC
- SEC CIK
- 0001015083
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 5, 2026.SEC
- Positions
- 237
- −11 vs. Q1 2026
- Total value
- $4.25B
- +$1.09B (+34.4%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| TVTXTRAVERE THERAPEUTICS INC | COM | 1,600,886 | $90.95M | 2.14% | +43,690+2.8% | Added | View |
| CDNLCARDINAL INFRASTRUCTURE GROU | CL A | 847,969 | $79.88M | 1.88% | +269,369+46.6% | Added | View |
| MRCYMERCURY SYS INC | COM | 638,682 | $78.13M | 1.84% | +43,368+7.3% | Added | View |
| AIRAAR CORP COM | Stock | 521,919 | $74.6M | 1.76% | +76,226+17.1% | Added | View |
| VSECVSE CORP | COM | 323,152 | $73.84M | 1.74% | +8,363+2.7% | Added | View |
| KLICKULICKE & SOFFA INDS INC | COM | 551,535 | $73.77M | 1.74% | −17,461−3.1% | Reduced | View |
| AGXARGAN INC COM | Stock | 89,296 | $71.31M | 1.68% | −5,976−6.3% | Reduced | View |
| CECOCECO ENVIRONMENTAL CORP | COM | 736,784 | $66.86M | 1.57% | +213,767+40.9% | Added | View |
| CORTCORCEPT THERAPEUTICS INC | COM | 748,325 | $65.07M | 1.53% | +542,767+264.0% | Added | View |
| LIVNLIVANOVA PLC | SHS | 787,101 | $64.72M | 1.52% | +116,894+17.4% | Added | View |
| SMTCSEMTECH CORP COM | Stock | 393,030 | $63.61M | 1.50% | −63,988−14.0% | Reduced | View |
| IDCCINTERDIGITAL INC | COM | 223,517 | $63.28M | 1.49% | +119,452+114.8% | Added | View |
| ESEESCO TECHNOLOGIES INC | COM | 179,798 | $62.94M | 1.48% | +17,145+10.5% | Added | View |
| ACLSAXCELIS TECHNOLOGIES INC COM NEW | Stock | 330,469 | $62.61M | 1.47% | +234,231+243.4% | Added | View |
| PDFSPDF SOLUTIONS INC | COM | 884,294 | $62.6M | 1.47% | +23,475+2.7% | Added | View |
| PLXSPLEXUS CORP | COM | 207,712 | $62.45M | 1.47% | +41,180+24.7% | Added | View |
| COHUCOHU INC | COM | 843,627 | $62.35M | 1.47% | +63,528+8.1% | Added | View |
| COGTCOGENT BIOSCIENCES INC | COM | 1,603,319 | $62.05M | 1.46% | +15,187+1.0% | Added | View |
| ALGTALLEGIANT TRAVEL CO | COM | 475,112 | $55.87M | 1.32% | +137,079+40.6% | Added | View |
| LGNLEGENCE CORP | CL A | 653,788 | $55.72M | 1.31% | +653,788 | New | View |
| MIRMMIRUM PHARMACEUTICALS INC | COM | 468,295 | $54.82M | 1.29% | +71,032+17.9% | Added | View |
| GHGUARDANT HEALTH INC | COM | 364,022 | $54.61M | 1.29% | −477,895−56.8% | Reduced | View |
| MODMODINE MFG CO | COM | 202,754 | $54.14M | 1.27% | −175,364−46.4% | Reduced | View |
| AXAXOS FINANCIAL INC | COM | 536,162 | $52.22M | 1.23% | +39,930+8.0% | Added | View |
| SEISOLARIS ENERGY INFRAS INC | COM CL A | 640,616 | $51.54M | 1.21% | +45,929+7.7% | Added | View |
| LASRNLIGHT INC | COM | 736,848 | $51.3M | 1.21% | −9,826−1.3% | Reduced | View |
| SYRESPYRE THERAPEUTICS INC | COM NEW | 567,430 | $50.38M | 1.19% | −45,935−7.5% | Reduced | View |
| UMBFUMB FINL CORP | COM | 345,687 | $49.35M | 1.16% | +78,249+29.3% | Added | View |
| BOOTBOOT BARN HLDGS INC | COM | 300,226 | $49.32M | 1.16% | +91,801+44.0% | Added | View |
| RSIRUSH STREET INTERACTIVE INC | COM | 1,639,592 | $48.76M | 1.15% | +66,092+4.2% | Added | View |
| SXTSENSIENT TECHNOLOGIES CORP | COM | 394,927 | $48.69M | 1.15% | +394,927 | New | View |
| BLLNBILLIONTOONE INC | CL A | 375,858 | $45.1M | 1.06% | +136,296+56.9% | Added | View |
| AGYSAGILYSYS INC | COM | 427,845 | $44.71M | 1.05% | +104,334+32.3% | Added | View |
| ATROASTRONICS CORP | COM | 513,984 | $41.77M | 0.98% | +64,858+14.4% | Added | View |
| TTMITTM TECHNOLOGIES INC | COM | 221,627 | $41.45M | 0.98% | −528,790−70.5% | Reduced | View |
| COMPCOMPASS INC | CL A | 3,296,616 | $40.65M | 0.96% | +638,150+24.0% | Added | View |
| FRPTFRESHPET INC COM | Stock | 673,730 | $39.83M | 0.94% | +193,027+40.2% | Added | View |
| LTHLIFE TIME GROUP HOLDINGS INC | COMMON STOCK | 971,490 | $39.68M | 0.93% | +314,982+48.0% | Added | View |
| FAFIRST ADVANTAGE CORP NEW | COM | 2,188,875 | $39.51M | 0.93% | +1,041,010+90.7% | Added | View |
| TEXTEREX CORP NEW COM | Stock | 545,046 | $39.46M | 0.93% | +545,046 | New | View |
| CYTKCYTOKINETICS INC | COM NEW | 457,956 | $39.01M | 0.92% | +259,145+130.3% | Added | View |
| IPGPIPG PHOTONICS CORP | COM | 326,701 | $38.33M | 0.90% | +21,785+7.1% | Added | View |
| EYENATIONAL VISION HLDGS INC | COM | 2,006,691 | $38.15M | 0.90% | +504,047+33.5% | Added | View |
| DIODDIODES INC | COM | 345,473 | $37.81M | 0.89% | +164,420+90.8% | Added | View |
| HRIHERC HLDGS INC | COM | 261,155 | $37.43M | 0.88% | +261,155 | New | View |
| SYNASYNAPTICS INC COM | Stock | 298,552 | $37.09M | 0.87% | −31,364−9.5% | Reduced | View |
| MXLMAXLINEAR INC | COM | 280,350 | $35.89M | 0.84% | +280,350 | New | View |
| MANEVERADERMICS INC | COMMON STOCK | 288,370 | $35.45M | 0.83% | +155,834+117.6% | Added | View |
| VRNSVARONIS SYS INC | COM | 841,193 | $35.3M | 0.83% | −27,828−3.2% | Reduced | View |
| PVLAPALVELLA THERAPEUTICS INC NE | COM | 229,486 | $35.07M | 0.83% | +67,986+42.1% | Added | View |
| TTITETRA TECHNOLOGIES INC DEL | COM | 3,093,379 | $35.05M | 0.82% | +431,852+16.2% | Added | View |
| AMSCAMERICAN SUPERCONDUCTOR CORP SHS NEW | Stock | 843,956 | $35.03M | 0.82% | +86,552+11.4% | Added | View |
| MCMOELIS & CO | CL A | 531,883 | $34.8M | 0.82% | −16,194−3.0% | Reduced | View |
| KTOSKRATOS DEFENSE & SEC SOLUTIO | COM NEW | 697,181 | $34.76M | 0.82% | −138,748−16.6% | Reduced | View |
| OLLIOLLIES BARGAIN OUTLET HLDGS COM | Stock | 444,778 | $34.19M | 0.80% | +97,653+28.1% | Added | View |
| RMBSRAMBUS INC DEL | COM | 252,693 | $33.54M | 0.79% | −240,543−48.8% | Reduced | View |
| TRVITREVI THERAPEUTICS INC | COM | 1,797,611 | $33.53M | 0.79% | −41,955−2.3% | Reduced | View |
| ONTOONTO INNOVATION INC | COM | 87,619 | $33.16M | 0.78% | −30,804−26.0% | Reduced | View |
| IMAXIMAX CORP | COM | 827,965 | $33M | 0.78% | −21,183−2.5% | Reduced | View |
| TMDXTRANSMEDICS GROUP INC | COM | 490,491 | $32.58M | 0.77% | +147,700+43.1% | Added | View |
| RXORXO INC | COMMON STOCK | 1,174,517 | $32.4M | 0.76% | +736,046+167.9% | Added | View |
| PLMRPALOMAR HLDGS INC COM | Stock | 248,267 | $31.38M | 0.74% | −50,092−16.8% | Reduced | View |
| AAOIAPPLIED OPTOELECTRONICS INC | COM | 211,574 | $31.35M | 0.74% | −222,308−51.2% | Reduced | View |
| BJRIBJS RESTAURANTS INC | COM | 513,574 | $31.19M | 0.73% | −17,425−3.3% | Reduced | View |
| TBBKBANCORP INC DEL | COM | 478,025 | $29.94M | 0.70% | −13,315−2.7% | Reduced | View |
| HNGEHINGE HEALTH INC | CL A | 358,655 | $29.77M | 0.70% | +79,765+28.6% | Added | View |
| AVAVAEROVIRONMENT INC | COM | 176,383 | $29.12M | 0.69% | −3,491−1.9% | Reduced | View |
| CVLTCOMMVAULT SYS INC | COM | 198,459 | $28.13M | 0.66% | +1,318+0.7% | Added | View |
| MTRNMATERION CORP | COM | 92,808 | $27.6M | 0.65% | +92,808 | New | View |
| QBTSD-WAVE QUANTUM INC COM | Stock | 1,147,775 | $27.54M | 0.65% | +607,444+112.4% | Added | View |
| ARLOARLO TECHNOLOGIES INC | COM | 2,021,645 | $27.25M | 0.64% | +2,716+0.1% | Added | View |
| NKTRNEKTAR THERAPEUTICS | COM NEW | 390,158 | $27.24M | 0.64% | −4,446−1.1% | Reduced | View |
| CUBICUSTOMERS BANCORP INC | COM | 334,660 | $26.47M | 0.62% | −8,549−2.5% | Reduced | View |
| AXSMAXSOME THERAPEUTICS INC. | COM | 104,237 | $25.51M | 0.60% | −3,373−3.1% | Reduced | View |
| BOBSBOBS DISC FURNITURE INC | COM SHS | 1,607,068 | $25.42M | 0.60% | +262,018+19.5% | Added | View |
| PIPRPIPER SANDLER COMPANIES | COM NEW | 350,159 | $25.33M | 0.60% | −10,419−2.9% | Reduced | View |
| PIIMPINJ INC | COM | 176,780 | $25.32M | 0.60% | −4,835−2.7% | Reduced | View |
| NPKINPK INTERNATIONAL INC | COM SHS | 1,573,597 | $25.04M | 0.59% | +1,573,597 | New | View |
| HAPNHAPPEN INC | COM NEW | 1,193,757 | $24.76M | 0.58% | +266,161+28.7% | Added | View |
| EVLVEVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 4,227,336 | $24.52M | 0.58% | −105,719−2.4% | Reduced | View |
| MIRMIRION TECHNOLOGIES INC | COM CL A | 1,364,780 | $24.47M | 0.58% | −16,794−1.2% | Reduced | View |
| DNTHDIANTHUS THERAPEUTICS INC | COM | 247,805 | $24.16M | 0.57% | +247,805 | New | View |
| OSWONESPAWORLD HOLDINGS LIMITED | COM | 852,158 | $24.06M | 0.57% | −32,720−3.7% | Reduced | View |
| RDNTRADNET INC | COM | 370,489 | $22.85M | 0.54% | −11,275−3.0% | Reduced | View |
| POWIPOWER INTEGRATIONS INC | COM | 264,342 | $22.14M | 0.52% | +148,298+127.8% | Added | View |
| SKWDSKYWARD SPECIALTY INS GROUP | COM | 373,762 | $21.81M | 0.51% | −254,146−40.5% | Reduced | View |
| SBCFSEACOAST BKG CORP FLA | COM NEW | 653,964 | $21.74M | 0.51% | +149,601+29.7% | Added | View |
| AMBQAMBIQ MICRO INC | COMMON STOCK | 243,664 | $21.52M | 0.51% | +243,664 | New | View |
| HIMSHIMS & HERS HEALTH INC COM CL A | Stock | 608,509 | $21.1M | 0.50% | +608,509 | New | View |
| ARHSARHAUS INC | COM CL A | 2,375,058 | $20M | 0.47% | +538,334+29.3% | Added | View |
| FWRGFIRST WATCH RESTAURANT GROUP | COM | 1,526,759 | $19.68M | 0.46% | +579,649+61.2% | Added | View |
| SVRASAVARA INC | COM | 3,148,439 | $19.39M | 0.46% | −222,846−6.6% | Reduced | View |
| EEEXCELERATE ENERGY INC | CL A COM | 485,260 | $18.44M | 0.43% | +169,595+53.7% | Added | View |
| ATECALPHATEC HLDGS INC | COM NEW | 2,104,451 | $18.2M | 0.43% | +297,144+16.4% | Added | View |
| ALMRALAMAR BIOSCIENCES INC | COMMON STOCK | 647,183 | $17.53M | 0.41% | +647,183 | New | View |
| CCBCOASTAL FINL CORP WA | COM NEW | 216,333 | $16.77M | 0.39% | −4,849−2.2% | Reduced | View |
| VCVISTEON CORP | COM NEW | 162,419 | $16.11M | 0.38% | +51,917+47.0% | Added | View |
| EVEREVERQUOTE INC | COM CL A | 651,922 | $15.51M | 0.37% | −39,344−5.7% | Reduced | View |
| QTWOQ2 HLDGS INC | COM | 318,823 | $15.34M | 0.36% | −1,757−0.5% | Reduced | View |
| LPTHLIGHTPATH TECHNOLOGIES INC | COM CL A | 937,258 | $15.32M | 0.36% | +937,258 | New | View |
Sold out since Q1 2026 (39)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| BBIOBRIDGEBIO PHARMA INC | COM | 515,361 | $38.27M | 1.21% |
| SPXCSPX TECHNOLOGIES INC | COM | 147,250 | $29.44M | 0.93% |
| KALVISTA PHARMACEUTICALS INC483497103 | COM | 1,264,023 | $25.44M | 0.81% |
| SITMSITIME CORP | COM | 65,762 | $22.71M | 0.72% |
| IONQIONQ INC | COM | 447,729 | $12.91M | 0.41% |
| SOLENO THERAPEUTICS INC834203309 | COM | 274,138 | $9.18M | 0.29% |
| SKYWATER TECHNOLOGY INC83089J108 | COM | 286,767 | $7.86M | 0.25% |
| BYRNBYRNA TECHNOLOGIES INC | COM NEW | 432,626 | $3.97M | 0.13% |
| VRTVERTIV HOLDINGS CO | COM CL A | 7,216 | $1.81M | 0.06% |
| FOURSHIFT4 PMTS INC | CL A | 24,044 | $1.05M | 0.03% |
| AIIAMERICAN INTEGRITY INS GROUP | COM | 39,127 | $754.37K | 0.02% |
| NCLHNORWEGIAN CRUISE LINE HLDGS | SHS | 38,940 | $728.18K | 0.02% |
| ACADACADIA PHARMACEUTICALS INC | COM | 28,637 | $637.46K | 0.02% |
| ROKUROKU INC | COM CL A | 6,219 | $588.44K | 0.02% |
| TSLATESLA INC COM | Stock | 1,511 | $561.71K | 0.02% |
| ENVAENOVA INTL INC | COM | 3,507 | $476.36K | 0.02% |
| APPAPPLOVIN CORP | COM CL A | 1,139 | $453.32K | 0.01% |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 2,893 | $423.19K | 0.01% |
| VEEVVEEVA SYS INC CL A COM | Stock | 2,233 | $392.25K | 0.01% |
| ZSZSCALER INC COM | Stock | 2,603 | $365.18K | 0.01% |
| PLNTPLANET FITNESS MASTER ISSUER | CL A | 4,655 | $346.24K | 0.01% |
| SPGIS&P GLOBAL INC COM | Stock | 764 | $324.96K | 0.01% |
| STESTERIS PLC | SHS USD | 1,404 | $310.47K | 0.01% |
| NUNU HLDGS LTD | ORD SHS CL A | 20,752 | $298.21K | 0.01% |
| TSCOTRACTOR SUPPLY CO | COM | 6,558 | $297.08K | 0.01% |
| TENBTENABLE HLDGS INC | COM | 16,950 | $286.71K | 0.01% |
| PWRQUANTA SVCS INC | COM | 426 | $233.88K | 0.01% |
| MSCIMSCI INC COM | Stock | 404 | $217.76K | 0.01% |
| NPNEPTUNE INS HLDGS INC | CL A | 8,555 | $206.95K | 0.01% |
| KNSLKINSALE CAP GROUP INC COM | Stock | 572 | $195.43K | 0.01% |
| CSGPCOSTAR GROUP INC | COM | 4,808 | $193.96K | 0.01% |
| FCNCAFIRST CTZNS BANCSHARES INC D | CL A | 95 | $179.04K | 0.01% |
| OCULOCULAR THERAPEUTIX INC | COM | 20,768 | $175.91K | 0.01% |
| TXRHTEXAS ROADHOUSE INC | COM | 1,005 | $165.97K | 0.01% |
| NWFLNORWOOD FINANCIAL CORP | COM | 4,500 | $132.39K | 0.00% |
| NTNXNUTANIX INC CL A | Stock | 2,532 | $96.24K | 0.00% |
| TTDTHE TRADE DESK INC COM CL A | Stock | 3,276 | $74.33K | 0.00% |
| BUSEFIRST BUSEY CORP | COM NEW | 1,309 | $33.08K | 0.00% |
| AMTAMERICAN TOWER CORP COM | REIT | 118 | $20.36K | 0.00% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 5, 2026 | 237 | $4.25B | vs. Q1 2026 | SEC |
| Q1 2026 | May 4, 2026 | 248 | $3.16B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 9, 2026 | 246 | $3.25B | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 30, 2025 | 257 | $3.12B | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 4, 2025 | 248 | $2.73B | vs. Q1 2025 | SEC |
| Q1 2025 | May 1, 2025 | 243 | $2.22B | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 11, 2025 | 254 | $2.58B | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 29, 2024 | 248 | $2.59B | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 6, 2024 | 247 | $2.38B | vs. Q1 2024 | SEC |
| Q1 2024 | May 8, 2024 | 243 | $2.49B | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 5, 2024 | 242 | $2.34B | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 26, 2023 | 232 | $2.06B | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 25, 2023 | 211 | $2.29B | vs. Q1 2023 | SEC |
| Q1 2023 | May 4, 2023 | 210 | $2.09B | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 3, 2023 | 246 | $2.07B | vs. Q3 2022 | SEC |
| Q3 2022 | Oct 25, 2022 | 249 | $1.94B | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 29, 2022 | 250 | $1.94B | vs. Q1 2022 | SEC |
| Q1 2022 | Apr 29, 2022 | 262 | $2.62B | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 2, 2022 | 281 | $2.71B | vs. Q3 2021 | SEC |
| Q3 2021 | Oct 28, 2021 | 235 | $2.75B | vs. Q2 2021 | SEC |
| Q2 2021 | Jul 29, 2021 | 287 | $2.74B | vs. Q1 2021 | SEC |
| Q1 2021 | Apr 29, 2021 | 242 | $2.77B | – | SEC |