Emerald Advisers, LLC
- SEC CIK
- 0001015083
- Latest filing
- Aug 5, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 4, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 248
- +2 vs. Q4 2025
- Portfolio value
- $3.16B
- −$85.6M (−2.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MODModine Manufacturing Co | COM | 378,118 | $81.9M | 2.6% | −11,817−3.0% | Reduced | History |
| GHGuardant Health, Inc. | COM | 841,917 | $77.8M | 2.5% | −19,907−2.3% | Reduced | History |
| BEBloom Energy Corp | COM CL A | 541,787 | $73.4M | 2.3% | −17,276−3.1% | Reduced | History |
| TTMITTM Technologies Inc | COM | 750,417 | $73.1M | 2.3% | −164,711−18.0% | Reduced | History |
| COGTCogent Biosciences, Inc. | COM | 1,588,132 | $61.1M | 1.9% | +4,786+0.3% | Added | History |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 835,929 | $58.9M | 1.9% | −39,134−4.5% | Reduced | History |
| VSECVse Corp | COM | 314,789 | $58.0M | 1.8% | +35,246+12.6% | Added | History |
| FNFabrinet | SHS | 107,493 | $56.1M | 1.8% | −1,796−1.6% | Reduced | History |
| AGXArgan Inc | Stock | 95,272 | $51.9M | 1.6% | −2,800−2.9% | Reduced | History |
| AIRAar Corp | Stock | 445,693 | $48.8M | 1.5% | +26,223+6.3% | Added | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 498,574 | $46.8M | 1.5% | +2,435+0.5% | Added | History |
| TVTXTravere Therapeutics, Inc. | COM | 1,557,196 | $46.3M | 1.5% | −36,988−2.3% | Reduced | History |
| ESEEsco Technologies Inc | COM | 162,653 | $45.8M | 1.4% | −4,026−2.4% | Reduced | History |
| MRCYMercury Systems Inc | COM | 595,314 | $43.4M | 1.4% | +64,199+12.1% | Added | History |
| LIVNLivaNova PLC | SHS | 670,207 | $42.6M | 1.3% | −30,741−4.4% | Reduced | History |
| LASRNlight, Inc. | COM | 746,674 | $42.6M | 1.3% | −35,203−4.5% | Reduced | History |
| RMBSRambus Inc | COM | 493,236 | $42.4M | 1.3% | −133,749−21.3% | Reduced | History |
| AXAxos Financial, Inc. | COM | 496,232 | $42.2M | 1.3% | −25,147−4.8% | Reduced | History |
| EYENational Vision Holdings, Inc. | COM | 1,502,644 | $38.9M | 1.2% | −62,311−4.0% | Reduced | History |
| BBIOBridgeBio Pharma, Inc. | COM | 515,361 | $38.3M | 1.2% | −20,403−3.8% | Reduced | History |
| KLICKulicke & Soffa Industries Inc | COM | 568,996 | $37.4M | 1.2% | +29,882+5.5% | Added | History |
| AAOIApplied Optoelectronics, Inc. | COM | 433,882 | $36.7M | 1.2% | −236,695−35.3% | Reduced | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 397,263 | $36.7M | 1.2% | +30,129+8.2% | Added | History |
| PLMRPalomar Holdings, Inc. | Stock | 298,359 | $35.7M | 1.1% | −3,605−1.2% | Reduced | History |
| SMTCSemtech Corp | Stock | 457,018 | $35.1M | 1.1% | −13,733−2.9% | Reduced | History |
| IPGPIpg Photonics Corp | COM | 304,916 | $34.9M | 1.1% | +100,866+49.4% | Added | History |
| RSIRush Street Interactive, Inc. | COM | 1,573,500 | $34.2M | 1.1% | −32,549−2.0% | Reduced | History |
| TMDXTransMedics Group, Inc. | COM | 342,791 | $34.1M | 1.1% | −8,558−2.4% | Reduced | History |
| PLXSPlexus Corp | COM | 166,532 | $33.7M | 1.1% | +166,532 | New | History |
| SEISolaris Energy Infrastructure, Inc. | COM CL A | 594,687 | $33.6M | 1.1% | −32,005−5.1% | Reduced | History |
| AVAVAeroVironment Inc | COM | 179,874 | $32.9M | 1.0% | −31,657−15.0% | Reduced | History |
| STRLSterling Infrastructure, Inc. | COM | 79,836 | $32.5M | 1.0% | −2,189−2.7% | Reduced | History |
| IMAXImax Corp | COM | 849,148 | $32.3M | 1.0% | −4,674−0.5% | Reduced | History |
| OLLIOllie's Bargain Outlet Holdings, Inc. | Stock | 347,125 | $31.9M | 1.0% | +48,543+16.3% | Added | History |
| IDCCInterDigital, Inc. | COM | 104,065 | $31.4M | 1.0% | +48,215+86.3% | Added | History |
| MCMoelis & Co | CL A | 548,077 | $31.2M | 1.0% | −67,517−11.0% | Reduced | History |
| CECOCeco Environmental Corp | COM | 523,017 | $31.2M | 1.0% | +64,492+14.1% | Added | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 613,365 | $30.9M | 1.0% | −22,744−3.6% | Reduced | History |
| BOOTBoot Barn Holdings, Inc. | COM | 208,425 | $30.5M | 1.0% | +26,737+14.7% | Added | History |
| UMBFUmb Financial Corp | COM | 267,438 | $30.2M | 1.0% | −7,858−2.9% | Reduced | History |
| ATROAstronics Corp | COM | 449,126 | $30.0M | 0.9% | +206,399+85.0% | Added | History |
| SPXCSPX Technologies, Inc. | COM | 147,250 | $29.4M | 0.9% | −5,537−3.6% | Reduced | History |
| ARLOArlo Technologies, Inc. | COM | 2,018,929 | $28.7M | 0.9% | −40,935−2.0% | Reduced | History |
| NKTRNektar Therapeutics | COM NEW | 394,604 | $28.4M | 0.9% | +10,262+2.7% | Added | History |
| FRPTFreshpet, Inc. | Stock | 480,703 | $28.3M | 0.9% | +63,303+15.2% | Added | History |
| PDFSPDF Solutions Inc | COM | 860,819 | $28.2M | 0.9% | −82,553−8.8% | Reduced | History |
| PIPRPiper Sandler Companies | COM NEW | 360,578 | $27.6M | 0.9% | +30,950+9.4% | AddedConverted for a 4-for-1 split | History |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 627,908 | $27.4M | 0.9% | −29,760−4.5% | Reduced | History |
| ALGTAllegiant Travel CO | COM | 338,033 | $27.4M | 0.9% | −11,912−3.4% | Reduced | History |
| TBBKBancorp, Inc. | COM | 491,340 | $26.4M | 0.8% | −103,343−17.4% | Reduced | History |
| ATIAti Inc | Stock | 181,485 | $26.4M | 0.8% | −126,067−41.0% | Reduced | History |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 4,333,055 | $26.2M | 0.8% | +161,812+3.9% | Added | History |
| MIRMirion Technologies, Inc. | COM CL A | 1,381,574 | $25.7M | 0.8% | +244,428+21.5% | Added | History |
| AMSCAmerican Superconductor Corp | Stock | 757,404 | $25.6M | 0.8% | −1640.0% | Reduced | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,264,023 | $25.4M | 0.8% | −76,472−5.7% | Reduced | History |
| CRSCarpenter Technology Corp | COM | 62,100 | $24.5M | 0.8% | −30,348−32.8% | Reduced | History |
| ONTOOnto Innovation Inc. | COM | 118,423 | $24.3M | 0.8% | −4,190−3.4% | Reduced | History |
| COHUCohu Inc | COM | 780,099 | $23.9M | 0.8% | +780,099 | New | History |
| CUBICustomers Bancorp, Inc. | COM | 343,209 | $23.8M | 0.8% | +12,899+3.9% | Added | History |
| SYNASYNAPTICS Inc | Stock | 329,916 | $23.1M | 0.7% | −9,197−2.7% | Reduced | History |
| AGYSAgilysys Inc | COM | 323,511 | $23.0M | 0.7% | −4,920−1.5% | Reduced | History |
| CDNLCardinal Infrastructure Group Inc. | CL A | 578,600 | $22.9M | 0.7% | +65,245+12.7% | Added | History |
| SITMSITIME Corp | COM | 65,762 | $22.7M | 0.7% | −22,570−25.6% | Reduced | History |
| TTITetra Technologies Inc | COM | 2,661,527 | $22.7M | 0.7% | −193,775−6.8% | Reduced | History |
| TRVITrevi Therapeutics, Inc. | COM | 1,839,566 | $21.9M | 0.7% | −52,710−2.8% | Reduced | History |
| RDNTRadNet, Inc. | COM | 381,764 | $21.3M | 0.7% | −12,951−3.3% | Reduced | History |
| OSWOnespaworld Holdings Ltd | COM | 884,878 | $20.3M | 0.6% | −28,054−3.1% | Reduced | History |
| PVLAPalvella Therapeutics, Inc. | COM | 161,500 | $20.1M | 0.6% | +161,500 | New | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 37,654 | $19.7M | 0.6% | −1,259−3.2% | Reduced | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 1,807,307 | $19.7M | 0.6% | +169,578+10.4% | Added | History |
| COMPCompass, Inc. | CL A | 2,658,466 | $19.4M | 0.6% | +918,955+52.8% | Added | History |
| FIVEFive Below, Inc | COM | 83,351 | $19.0M | 0.6% | −2,260−2.6% | Reduced | History |
| BLLNBillionToOne, Inc. | CL A | 239,562 | $18.9M | 0.6% | +50,613+26.8% | Added | History |
| VRNSVaronis Systems Inc | COM | 869,021 | $18.7M | 0.6% | −38,743−4.3% | Reduced | History |
| PIImpinj Inc | COM | 181,615 | $18.7M | 0.6% | +22,813+14.4% | Added | History |
| BJRIBJs RESTAURANTS INC | COM | 530,999 | $18.6M | 0.6% | −20,623−3.7% | Reduced | History |
| PWPPerella Weinberg Partners | CLASS A COM | 1,019,869 | $18.5M | 0.6% | +31,163+3.2% | Added | History |
| SVRASavara Inc | COM | 3,371,285 | $18.4M | 0.6% | −124,211−3.6% | Reduced | History |
| AXSMAxsome Therapeutics, Inc. | COM | 107,610 | $18.2M | 0.6% | −472−0.4% | Reduced | History |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 656,508 | $17.7M | 0.6% | −26,437−3.9% | Reduced | History |
| CCBCoastal Financial Corp | COM NEW | 221,182 | $16.8M | 0.5% | +68,427+44.8% | Added | History |
| BOBSBob's Discount Furniture, Inc. | COM SHS | 1,345,050 | $15.8M | 0.5% | +1,345,050 | New | History |
| CVLTCommvault Systems Inc | COM | 197,141 | $15.4M | 0.5% | +25,256+14.7% | Added | History |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 504,363 | $15.3M | 0.5% | +312,712+163.2% | Added | History |
| QTWOQ2 Holdings, Inc. | COM | 320,580 | $15.2M | 0.5% | −101,090−24.0% | Reduced | History |
| TREELendingTree, Inc. | COM | 339,669 | $14.6M | 0.5% | −22,276−6.2% | Reduced | History |
| FAFirst Advantage Corp | COM | 1,147,865 | $13.5M | 0.4% | −162,068−12.4% | Reduced | History |
| COLLCollegium Pharmaceutical, Inc | COM | 402,752 | $13.3M | 0.4% | −226,592−36.0% | Reduced | History |
| HAPNHappen, Inc. | COM NEW | 927,596 | $13.3M | 0.4% | +149,388+19.2% | Added | History |
| CYTKCytokinetics Inc | COM NEW | 198,811 | $13.1M | 0.4% | +198,811 | New | History |
| IONQIonQ, Inc. | COM | 447,729 | $12.9M | 0.4% | −4,945−1.1% | Reduced | History |
| ARHSArhaus, Inc. | COM CL A | 1,836,724 | $12.5M | 0.4% | −9,825−0.5% | Reduced | History |
| DIODDiodes Inc | COM | 181,053 | $12.4M | 0.4% | +181,053 | New | History |
| TRINTrinity Capital Inc. | COM | 766,190 | $11.3M | 0.4% | −43,620−5.4% | Reduced | History |
| AVAHAveanna Healthcare Holdings, Inc. | COM | 1,690,457 | $10.9M | 0.3% | −58,268−3.3% | Reduced | History |
| HNGEHinge Health, Inc. | CL A | 278,890 | $10.8M | 0.3% | +278,890 | New | History |
| EVEREverQuote, Inc. | COM CL A | 691,266 | $10.7M | 0.3% | −29,420−4.1% | Reduced | History |
| EEExcelerate Energy, Inc. | CL A COM | 315,665 | $10.5M | 0.3% | −2,353−0.7% | Reduced | History |
| VCVisteon Corp | COM NEW | 110,502 | $10.1M | 0.3% | −6,268−5.4% | Reduced | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 686,216 | $10.0M | 0.3% | +686,216 | New | History |
Sold out since Q4 2025 (16)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| VITLVital Farms, Inc. | COM | 1,162,022 | $37.1M | 1.1% | History |
| MMSIMerit Medical Systems Inc | COM | 226,514 | $20.0M | 0.6% | History |
| HIMSHims & Hers Health, Inc. | Stock | 267,325 | $8.68M | 0.3% | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 212,358 | $4.88M | 0.2% | History |
| UTZUtz Brands, Inc. | COM CL A | 360,650 | $3.74M | 0.1% | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 27,720 | $668.6K | <0.1% | History |
| ALABAstera Labs, Inc. | Stock | 3,162 | $526.0K | <0.1% | History |
| PALProficient Auto Logistics, Inc | COM | 45,025 | $434.0K | <0.1% | History |
| EXASExact Sciences Corp | COM | 4,224 | $429.0K | <0.1% | History |
| WALWestern Alliance Bancorporation | COM | 4,921 | $413.7K | <0.1% | History |
| ZVIAZevia PBC | CL A | 166,403 | $386.1K | <0.1% | History |
| PINSPinterest, Inc. | CL A | 13,709 | $354.9K | <0.1% | History |
| FANGDiamondback Energy, Inc. | Stock | 1,718 | $258.3K | <0.1% | History |
| AMGNAmgen Inc | Stock | 266 | $87.1K | <0.1% | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 407 | $38.8K | <0.1% | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 371 | $8.00K | <0.1% | History |