EMERALD ADVISERS, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PLEXUS CORP(PLXS) | 0 | 166,532 | +166,532 | 0 | 33,729,391 | 1.07% | +33,729,391 |
| MODINE MANUFACTURING CO(MOD) | 389,935 | 378,118 | -11,817 | 52,060,222 | 81,941,952 | 2.59% | +29,881,730 |
| PIPER SANDLER CO(PIPR) | 0 | 360,578 | +360,578 | 0 | 27,602,246 | 0.87% | +27,602,246 |
| BLOOM ENERGY CO | 559,063 | 541,787 | -17,276 | 48,576,984 | 73,406,721 | 2.32% | +24,829,737 |
| COHU INC(COHU) | 0 | 780,099 | +780,099 | 0 | 23,886,631 | 0.76% | +23,886,631 |
| ARGAN INC | 98,072 | 95,272 | -2,800 | 30,727,919 | 51,889,895 | 1.64% | +21,161,976 |
| IPG PHOTONICS CORP(IPGP) | 204,050 | 304,916 | +100,866 | 14,609,980 | 34,940,324 | 1.11% | +20,330,344 |
| PALVELLA THERAPEUTICS INC(PVLA) | 0 | 161,500 | +161,500 | 0 | 20,130,975 | 0.64% | +20,130,975 |
| ASTRONICS CORP | 242,727 | 449,126 | +206,399 | 13,165,512 | 29,970,178 | 0.95% | +16,804,666 |
| BOBS DISCOUNT FURNITURE(BOBS) | 0 | 1,345,050 | +1,345,050 | 0 | 15,804,338 | 0.50% | +15,804,338 |
| AAR CORPORATION | 419,470 | 445,693 | +26,223 | 34,727,921 | 48,785,556 | 1.54% | +14,057,635 |
| INTERDIGITAL INC PA COM(IDCC) | 55,850 | 104,065 | +48,215 | 17,781,523 | 31,427,630 | 0.99% | +13,646,107 |
| APPLIED OPTOELECTRONICS INC(AAOI) | 670,577 | 433,882 | -236,695 | 23,376,314 | 36,702,078 | 1.16% | +13,325,764 |
| NLIGHT INC(LASR) | 781,877 | 746,674 | -35,203 | 29,328,206 | 42,575,351 | 1.35% | +13,247,145 |
| ESCO TECHNOLOGIES INC(ESE) | 166,679 | 162,653 | -4,026 | 32,567,410 | 45,765,675 | 1.45% | +13,198,265 |
| CYTOKENETICS INC(CYTK) | 0 | 198,811 | +198,811 | 0 | 13,103,633 | 0.41% | +13,103,633 |
| KULICKE AND SOFFA INDUSTRIES(KLIC) | 539,114 | 568,996 | +29,882 | 24,562,034 | 37,394,417 | 1.18% | +12,832,383 |
| DIODES INCORPORATED(DIOD) | 0 | 181,053 | +181,053 | 0 | 12,358,678 | 0.39% | +12,358,678 |
| NEKTAR THERAPEUTICS(NKTR) | 384,342 | 394,604 | +10,262 | 16,249,980 | 28,391,758 | 0.90% | +12,141,778 |
| HINGE HEALTH INC(HNGE) | 0 | 278,890 | +278,890 | 0 | 10,753,998 | 0.34% | +10,753,998 |
| CARDINAL INFRASTRUCTURE GROUP(CDNL) | 513,355 | 578,600 | +65,245 | 12,412,924 | 22,944,383 | 0.73% | +10,531,459 |
| SPYRE THERAPEUTICS(SYRE) | 636,109 | 613,365 | -22,744 | 20,838,931 | 30,938,131 | 0.98% | +10,099,200 |
| CORVUS PHARMACEUTICALS INC(CRVS) | 0 | 686,216 | +686,216 | 0 | 10,039,340 | 0.32% | +10,039,340 |
| TTM TECHNOLOGIES INC(TTMI) | 915,128 | 750,417 | -164,711 | 63,143,832 | 73,105,624 | 2.31% | +9,961,792 |
| VSE CORPORATION(VSEC) | 279,543 | 314,789 | +35,246 | 48,296,644 | 58,047,092 | 1.84% | +9,750,448 |
| SEACOAST BANKING CORPORATION OF FLORIDA(SBCF) | 191,651 | 504,363 | +312,712 | 6,021,674 | 15,277,155 | 0.48% | +9,255,481 |
| AXCELIS TECHNOLOGIES INC | 0 | 96,238 | +96,238 | 0 | 8,957,833 | 0.28% | +8,957,833 |
| VERADERMICS INC(MANE) | 0 | 132,536 | +132,536 | 0 | 8,369,648 | 0.26% | +8,369,648 |
| FLOWCO HOLDINGS INC(FLOC) | 0 | 386,935 | +386,935 | 0 | 7,970,861 | 0.25% | +7,970,861 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 367,134 | 397,263 | +30,129 | 28,999,915 | 36,699,156 | 1.16% | +7,699,241 |
| STERLING INFRASTRUCTURE INC(STRL) | 82,025 | 79,836 | -2,189 | 25,118,516 | 32,514,808 | 1.03% | +7,396,292 |
| RXO INC(RXO) | 101 | 438,471 | +438,370 | 1,277 | 6,410,446 | 0.20% | +6,409,169 |
| FABRINET(FN) | 109,289 | 107,493 | -1,796 | 49,757,096 | 56,059,749 | 1.77% | +6,302,653 |
| METALLUS INC | 0 | 376,134 | +376,134 | 0 | 6,146,030 | 0.19% | +6,146,030 |
| POWER INTEGRATIONS INC(POWI) | 0 | 116,044 | +116,044 | 0 | 5,941,453 | 0.19% | +5,941,453 |
| ONCE UPON A FARM | 0 | 346,089 | +346,089 | 0 | 5,658,555 | 0.18% | +5,658,555 |
| ONTO INNOVATION INC(ONTO) | 122,613 | 118,423 | -4,190 | 19,355,688 | 24,285,005 | 0.77% | +4,929,317 |
| COGENT BIOSCIENCES INC(COGT) | 1,583,346 | 1,588,132 | +4,786 | 56,240,450 | 61,127,201 | 1.93% | +4,886,751 |
| SOLARIS ENERGY INFRASTRUCTURE INC(SEI) | 626,692 | 594,687 | -32,005 | 28,809,031 | 33,605,762 | 1.06% | +4,796,731 |
| MERCURY SYSTEMS INC(MRCY) | 531,115 | 595,314 | +64,199 | 38,776,706 | 43,404,344 | 1.37% | +4,627,638 |
| AMERICAN SEMICONDUCTOR CORP | 757,568 | 757,404 | -164 | 21,802,807 | 25,638,125 | 0.81% | +3,835,318 |
| KALVISTA PHARMACEUTICALS INC | 1,340,495 | 1,264,023 | -76,472 | 21,648,994 | 25,444,783 | 0.81% | +3,795,789 |
| CECO ENVIRONMENTAL CORP(CECO) | 458,525 | 523,017 | +64,492 | 27,442,721 | 31,161,353 | 0.99% | +3,718,632 |
| BILLIONTOONE INC | 188,949 | 239,562 | +50,613 | 15,463,586 | 18,911,024 | 0.60% | +3,447,438 |
| RUSH STREET INTERACTIVE INC(RSI) | 1,606,049 | 1,573,500 | -32,549 | 31,205,532 | 34,223,625 | 1.08% | +3,018,093 |
| FIVE BELOW(FIVE) | 85,611 | 83,351 | -2,260 | 16,125,688 | 19,044,036 | 0.60% | +2,918,348 |
| FRESHPET INC(FRPT) | 417,400 | 480,703 | +63,303 | 25,432,182 | 28,342,249 | 0.90% | +2,910,067 |
| EXCELERATE ENERGY INC(EE) | 318,018 | 315,665 | -2,353 | 8,920,405 | 10,549,524 | 0.33% | +1,629,119 |
| PERELLA WEINBERG PARTNERS(PWP) | 988,706 | 1,019,869 | +31,163 | 17,104,614 | 18,520,821 | 0.59% | +1,416,207 |
| ONESPAWORLD HOLDINGS LIMITED COM | 912,932 | 884,878 | -28,054 | 18,934,210 | 20,307,950 | 0.64% | +1,373,740 |
| PDF SOLUTIONS INC(PDFS) | 943,372 | 860,819 | -82,553 | 26,914,403 | 28,157,389 | 0.89% | +1,242,986 |
| BYRNA TECHNOLOGIES INC | 162,809 | 432,626 | +269,817 | 2,733,563 | 3,971,507 | 0.13% | +1,237,944 |
| COMPASS INC(COMP) | 1,739,511 | 2,658,466 | +918,955 | 18,386,631 | 19,433,386 | 0.61% | +1,046,755 |
| MASTEC INC(MTZ) | 8,527 | 8,527 | 0 | 1,853,514 | 2,743,477 | 0.09% | +889,963 |
| XPO LOGISTICS(XPO) | 3,565 | 6,325 | +2,760 | 484,519 | 1,230,529 | 0.04% | +746,010 |
| IMAX CORP | 853,822 | 849,148 | -4,674 | 31,557,261 | 32,276,115 | 1.02% | +718,854 |
| VERTIV HOLDINGS(VRT) | 7,216 | 7,216 | 0 | 1,169,064 | 1,808,185 | 0.06% | +639,121 |
| GBANK FINANCIAL HOLDINGS INC | 9,042 | 29,227 | +20,185 | 306,433 | 782,115 | 0.02% | +475,682 |
| SEMTECH CORP(SMTC) | 470,751 | 457,018 | -13,733 | 34,689,641 | 35,140,114 | 1.11% | +450,473 |
| CHENIERE ENERGY INC(LNG) | 8,508 | 7,309 | -1,199 | 1,653,870 | 2,074,002 | 0.07% | +420,132 |
| PINNACLE FINL PARTNERS INC(PNFP) | 0 | 4,497 | +4,497 | 0 | 387,372 | 0.01% | +387,372 |
| SLIDE INSURANCE HOLDINGS INC(SLDE) | 61,145 | 85,885 | +24,740 | 1,191,105 | 1,545,930 | 0.05% | +354,825 |
| TARGA RESOURCES CORP(TRGP) | 5,173 | 5,173 | 0 | 954,419 | 1,297,026 | 0.04% | +342,607 |
| MID PENN BANCORP INC(MPB) | 22,419 | 32,275 | +9,856 | 695,437 | 1,037,964 | 0.03% | +342,527 |
| CAVA GROUP INC(CAVA) | 5,632 | 7,893 | +2,261 | 330,542 | 638,544 | 0.02% | +308,002 |
| DATADOG INC(DDOG) | 6,776 | 10,151 | +3,375 | 921,468 | 1,198,326 | 0.04% | +276,858 |
| DARLING INGREDIENTS INC(DAR) | 0 | 4,197 | +4,197 | 0 | 259,584 | 0.01% | +259,584 |
| MONOLITHICPOWER SYSTEMS INC(MPWR) | 1,274 | 1,274 | 0 | 1,154,703 | 1,392,928 | 0.04% | +238,225 |
| BWX TECHNOLOGIES INC(BWXT) | 6,667 | 6,667 | 0 | 1,152,324 | 1,363,335 | 0.04% | +211,011 |
| VERISK ANALYTICS INC(VRSK) | 1,030 | 2,296 | +1,266 | 230,401 | 435,666 | 0.01% | +205,265 |
| BURLINGTON STORES INC(BURL) | 1,821 | 2,244 | +423 | 525,996 | 730,153 | 0.02% | +204,157 |
| CORCEPT THERAPEUTICS INC(CORT) | 232,739 | 205,558 | -27,181 | 8,099,317 | 8,286,043 | 0.26% | +186,726 |
| CARIS LIFE SCIENCES INC(CAI) | 0 | 10,422 | +10,422 | 0 | 186,345 | 0.01% | +186,345 |
| INDIE SEMICONDUCTOR INC | 101,109 | 167,080 | +65,971 | 356,915 | 537,998 | 0.02% | +181,083 |
| SERVICENOW INC(NOW) | 3,070 | 6,034 | +2,964 | 470,293 | 630,855 | 0.02% | +160,562 |
| ELI LILLY & CO(LLY) | 1,021 | 1,356 | +335 | 1,097,248 | 1,247,208 | 0.04% | +149,960 |
| ENOVA INTERNATI(ENVA) | 2,149 | 3,507 | +1,358 | 337,823 | 476,356 | 0.02% | +138,533 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 1,069 | 1,069 | 0 | 520,870 | 633,896 | 0.02% | +113,026 |
| MATADOR RESOURCES CO(MTDR) | 5,213 | 5,213 | 0 | 221,240 | 329,357 | 0.01% | +108,117 |
| DUTCH BROS INC(BROS) | 5,727 | 9,033 | +3,306 | 350,607 | 457,612 | 0.01% | +107,005 |
| TELEDYNE TECHNOLOGIES INC(TDY) | 1,121 | 1,121 | 0 | 572,528 | 678,216 | 0.02% | +105,688 |
| L3 HARRIS TECHNOLOGIES INC(LHX) | 2,042 | 2,042 | 0 | 599,470 | 704,796 | 0.02% | +105,326 |
| GENERAC HOLDINGS INC(GNRC) | 1,770 | 1,770 | 0 | 241,375 | 345,734 | 0.01% | +104,359 |
| COSTCO WHOLESALE CORP(COST) | 731 | 731 | 0 | 630,371 | 728,390 | 0.02% | +98,019 |
| AMERICAN INTEGRITY INSURANCE GROUP | 31,621 | 39,127 | +7,506 | 658,665 | 754,369 | 0.02% | +95,704 |
| EVERPURE INC(P) | 7,417 | 9,794 | +2,377 | 497,013 | 578,238 | 0.02% | +81,225 |
| TECHNIPFMC PLC(FTI) | 10,632 | 7,842 | -2,790 | 473,762 | 542,117 | 0.02% | +68,355 |
| QUANTA SVCS INC | 426 | 426 | 0 | 179,798 | 233,883 | 0.01% | +54,085 |
| EQT CORP(EQT) | 5,327 | 5,327 | 0 | 285,527 | 339,010 | 0.01% | +53,483 |
| TJX COS.(TJX) | 7,602 | 7,602 | 0 | 1,167,743 | 1,214,039 | 0.04% | +46,296 |
| INTEGER HOLDINGS CORP(ITGR) | 4,645 | 4,645 | 0 | 364,307 | 408,760 | 0.01% | +44,453 |
| BIOGEN IDEC INC(BIIB) | 6,027 | 6,027 | 0 | 1,060,692 | 1,104,930 | 0.03% | +44,238 |
| CLOUDFLARE INC(NET) | 4,196 | 4,196 | 0 | 827,241 | 865,803 | 0.03% | +38,562 |
| METROPOLITAN BANK HOLDING CO(MCB) | 0 | 299 | +299 | 0 | 24,904 | 0.00% | +24,904 |
| SNOWFLAKE INC CLASS A(SNOW) | 105 | 205 | +100 | 23,033 | 30,918 | 0.00% | +7,885 |
| CNB FINL CORP PA(CCNE) | 2,779 | 2,779 | 0 | 72,726 | 80,480 | 0.00% | +7,754 |
| NORWOOD FINANCIAL CORP | 4,500 | 4,500 | 0 | 126,225 | 132,390 | 0.00% | +6,165 |
| CITIZENS & NORTHERN CORP | 2,300 | 2,300 | 0 | 46,391 | 51,382 | 0.00% | +4,991 |
| NETFLIX INC(NFLX) | 9,920 | 9,720 | -200 | 930,099 | 934,578 | 0.03% | +4,479 |
| FULTON FINL CORP PA(FULT) | 4,192 | 4,198 | +6 | 81,036 | 85,379 | 0.00% | +4,343 |