EMERALD ADVISERS, LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| PLEXUS CORP | 0 | 166,532 | +166,532 | 0 | 33,729,391 | +33,729,391 |
| MODINE MANUFACTURING CO | 0 | 378,118 | +378,118 | 0 | 81,941,952 | +81,941,952 |
| PIPER SANDLER CO | 0 | 360,578 | +360,578 | 0 | 27,602,246 | +27,602,246 |
| BLOOM ENERGY CO | 0 | 541,787 | +541,787 | 0 | 73,406,721 | +73,406,721 |
| COHU INC | 0 | 780,099 | +780,099 | 0 | 23,886,631 | +23,886,631 |
| ARGAN INC | 0 | 95,272 | +95,272 | 0 | 51,889,895 | +51,889,895 |
| IPG PHOTONICS CORP | 0 | 304,916 | +304,916 | 0 | 34,940,324 | +34,940,324 |
| PALVELLA THERAPEUTICS INC | 0 | 161,500 | +161,500 | 0 | 20,130,975 | +20,130,975 |
| ASTRONICS CORP | 0 | 449,126 | +449,126 | 0 | 29,970,178 | +29,970,178 |
| BOBS DISCOUNT FURNITURE | 0 | 1,345,050 | +1,345,050 | 0 | 15,804,338 | +15,804,338 |
| AAR CORPORATION | 0 | 445,693 | +445,693 | 0 | 48,785,556 | +48,785,556 |
| INTERDIGITAL INC PA COM | 0 | 104,065 | +104,065 | 0 | 31,427,630 | +31,427,630 |
| APPLIED OPTOELECTRONICS INC | 0 | 433,882 | +433,882 | 0 | 36,702,078 | +36,702,078 |
| NLIGHT INC | 0 | 746,674 | +746,674 | 0 | 42,575,351 | +42,575,351 |
| ESCO TECHNOLOGIES INC | 0 | 162,653 | +162,653 | 0 | 45,765,675 | +45,765,675 |
| CYTOKENETICS INC | 0 | 198,811 | +198,811 | 0 | 13,103,633 | +13,103,633 |
| KULICKE AND SOFFA INDUSTRIES | 0 | 568,996 | +568,996 | 0 | 37,394,417 | +37,394,417 |
| DIODES INCORPORATED | 0 | 181,053 | +181,053 | 0 | 12,358,678 | +12,358,678 |
| NEKTAR THERAPEUTICS | 0 | 394,604 | +394,604 | 0 | 28,391,758 | +28,391,758 |
| HINGE HEALTH INC | 0 | 278,890 | +278,890 | 0 | 10,753,998 | +10,753,998 |
| CARDINAL INFRASTRUCTURE GROUP | 0 | 578,600 | +578,600 | 0 | 22,944,383 | +22,944,383 |
| SPYRE THERAPEUTICS | 0 | 613,365 | +613,365 | 0 | 30,938,131 | +30,938,131 |
| CORVUS PHARMACEUTICALS INC | 0 | 686,216 | +686,216 | 0 | 10,039,340 | +10,039,340 |
| TTM TECHNOLOGIES INC | 0 | 750,417 | +750,417 | 0 | 73,105,624 | +73,105,624 |
| VSE CORPORATION | 0 | 314,789 | +314,789 | 0 | 58,047,092 | +58,047,092 |
| SEACOAST BANKING CORPORATION OF FLORIDA | 0 | 504,363 | +504,363 | 0 | 15,277,155 | +15,277,155 |
| AXCELIS TECHNOLOGIES INC | 0 | 96,238 | +96,238 | 0 | 8,957,833 | +8,957,833 |
| VERADERMICS INC | 0 | 132,536 | +132,536 | 0 | 8,369,648 | +8,369,648 |
| FLOWCO HOLDINGS INC | 0 | 386,935 | +386,935 | 0 | 7,970,861 | +7,970,861 |
| MIRUM PHARMACEUTICALS INC | 0 | 397,263 | +397,263 | 0 | 36,699,156 | +36,699,156 |
| STERLING INFRASTRUCTURE INC | 0 | 79,836 | +79,836 | 0 | 32,514,808 | +32,514,808 |
| RXO INC | 0 | 438,471 | +438,471 | 0 | 6,410,446 | +6,410,446 |
| FABRINET | 0 | 107,493 | +107,493 | 0 | 56,059,749 | +56,059,749 |
| METALLUS INC | 0 | 376,134 | +376,134 | 0 | 6,146,030 | +6,146,030 |
| POWER INTEGRATIONS INC | 0 | 116,044 | +116,044 | 0 | 5,941,453 | +5,941,453 |
| ONCE UPON A FARM | 0 | 346,089 | +346,089 | 0 | 5,658,555 | +5,658,555 |
| ONTO INNOVATION INC | 0 | 118,423 | +118,423 | 0 | 24,285,005 | +24,285,005 |
| COGENT BIOSCIENCES INC | 0 | 1,588,132 | +1,588,132 | 0 | 61,127,201 | +61,127,201 |
| SOLARIS ENERGY INFRASTRUCTURE INC | 0 | 594,687 | +594,687 | 0 | 33,605,762 | +33,605,762 |
| MERCURY SYSTEMS INC | 0 | 595,314 | +595,314 | 0 | 43,404,344 | +43,404,344 |
| AMERICAN SEMICONDUCTOR CORP | 0 | 757,404 | +757,404 | 0 | 25,638,125 | +25,638,125 |
| KALVISTA PHARMACEUTICALS INC | 0 | 1,264,023 | +1,264,023 | 0 | 25,444,783 | +25,444,783 |
| CECO ENVIRONMENTAL CORP | 0 | 523,017 | +523,017 | 0 | 31,161,353 | +31,161,353 |
| BILLIONTOONE INC | 0 | 239,562 | +239,562 | 0 | 18,911,024 | +18,911,024 |
| RUSH STREET INTERACTIVE INC | 0 | 1,573,500 | +1,573,500 | 0 | 34,223,625 | +34,223,625 |
| FIVE BELOW | 0 | 83,351 | +83,351 | 0 | 19,044,036 | +19,044,036 |
| FRESHPET INC | 0 | 480,703 | +480,703 | 0 | 28,342,249 | +28,342,249 |
| EXCELERATE ENERGY INC | 0 | 315,665 | +315,665 | 0 | 10,549,524 | +10,549,524 |
| PERELLA WEINBERG PARTNERS | 0 | 1,019,869 | +1,019,869 | 0 | 18,520,821 | +18,520,821 |
| ONESPAWORLD HOLDINGS LIMITED | 0 | 884,878 | +884,878 | 0 | 20,307,950 | +20,307,950 |
| PDF SOLUTIONS INC | 0 | 860,819 | +860,819 | 0 | 28,157,389 | +28,157,389 |
| BYRNA TECHNOLOGIES INC | 0 | 432,626 | +432,626 | 0 | 3,971,507 | +3,971,507 |
| COMPASS INC | 0 | 2,658,466 | +2,658,466 | 0 | 19,433,386 | +19,433,386 |
| MASTEC INC | 0 | 8,527 | +8,527 | 0 | 2,743,477 | +2,743,477 |
| XPO LOGISTICS | 0 | 6,325 | +6,325 | 0 | 1,230,529 | +1,230,529 |
| IMAX CORP | 0 | 849,148 | +849,148 | 0 | 32,276,115 | +32,276,115 |
| VERTIV HOLDINGS | 0 | 7,216 | +7,216 | 0 | 1,808,185 | +1,808,185 |
| GBANK FINANCIAL HOLDINGS INC | 0 | 29,227 | +29,227 | 0 | 782,115 | +782,115 |
| SEMTECH CORP | 0 | 457,018 | +457,018 | 0 | 35,140,114 | +35,140,114 |
| CHENIERE ENERGY INC | 0 | 7,309 | +7,309 | 0 | 2,074,002 | +2,074,002 |
| PINNACLE FINL PARTNERS INC | 0 | 4,497 | +4,497 | 0 | 387,372 | +387,372 |
| SLIDE INSURANCE HOLDINGS INC | 0 | 85,885 | +85,885 | 0 | 1,545,930 | +1,545,930 |
| TARGA RESOURCES CORP | 0 | 5,173 | +5,173 | 0 | 1,297,026 | +1,297,026 |
| MID PENN BANCORP INC | 0 | 32,275 | +32,275 | 0 | 1,037,964 | +1,037,964 |
| CAVA GROUP INC | 0 | 7,893 | +7,893 | 0 | 638,544 | +638,544 |
| DATADOG INC | 0 | 10,151 | +10,151 | 0 | 1,198,326 | +1,198,326 |
| DARLING INGREDIENTS INC | 0 | 4,197 | +4,197 | 0 | 259,584 | +259,584 |
| MONOLITHICPOWER SYSTEMS INC | 0 | 1,274 | +1,274 | 0 | 1,392,928 | +1,392,928 |
| BWX TECHNOLOGIES INC | 0 | 6,667 | +6,667 | 0 | 1,363,335 | +1,363,335 |
| VERISK ANALYTICS INC | 0 | 2,296 | +2,296 | 0 | 435,666 | +435,666 |
| BURLINGTON STORES INC | 0 | 2,244 | +2,244 | 0 | 730,153 | +730,153 |
| CORCEPT THERAPEUTICS INC | 0 | 205,558 | +205,558 | 0 | 8,286,043 | +8,286,043 |
| CARIS LIFE SCIENCES INC | 0 | 10,422 | +10,422 | 0 | 186,345 | +186,345 |
| INDIE SEMICONDUCTOR INC | 0 | 167,080 | +167,080 | 0 | 537,998 | +537,998 |
| SERVICENOW INC | 0 | 6,034 | +6,034 | 0 | 630,855 | +630,855 |
| ELI LILLY & CO | 0 | 1,356 | +1,356 | 0 | 1,247,208 | +1,247,208 |
| ENOVA INTERNATI | 0 | 3,507 | +3,507 | 0 | 476,356 | +476,356 |
| UNITED THERAPEUTICS CORP DEL | 0 | 1,069 | +1,069 | 0 | 633,896 | +633,896 |
| MATADOR RESOURCES CO | 0 | 5,213 | +5,213 | 0 | 329,357 | +329,357 |
| DUTCH BROS INC | 0 | 9,033 | +9,033 | 0 | 457,612 | +457,612 |
| TELEDYNE TECHNOLOGIES INC | 0 | 1,121 | +1,121 | 0 | 678,216 | +678,216 |
| L3 HARRIS TECHNOLOGIES INC | 0 | 2,042 | +2,042 | 0 | 704,796 | +704,796 |
| GENERAC HOLDINGS INC | 0 | 1,770 | +1,770 | 0 | 345,734 | +345,734 |
| COSTCO WHOLESALE CORP | 0 | 731 | +731 | 0 | 728,390 | +728,390 |
| AMERICAN INTEGRITY INSURANCE GROUP | 0 | 39,127 | +39,127 | 0 | 754,369 | +754,369 |
| EVERPURE INC | 0 | 9,794 | +9,794 | 0 | 578,238 | +578,238 |
| TECHNIPFMC PLC | 0 | 7,842 | +7,842 | 0 | 542,117 | +542,117 |
| QUANTA SVCS INC | 0 | 426 | +426 | 0 | 233,883 | +233,883 |
| EQT CORP | 0 | 5,327 | +5,327 | 0 | 339,010 | +339,010 |
| TJX COS. | 0 | 7,602 | +7,602 | 0 | 1,214,039 | +1,214,039 |
| INTEGER HOLDINGS CORP | 0 | 4,645 | +4,645 | 0 | 408,760 | +408,760 |
| BIOGEN IDEC INC | 0 | 6,027 | +6,027 | 0 | 1,104,930 | +1,104,930 |
| CLOUDFLARE INC | 0 | 4,196 | +4,196 | 0 | 865,803 | +865,803 |
| METROPOLITAN BANK HOLDING CO | 0 | 299 | +299 | 0 | 24,904 | +24,904 |
| SNOWFLAKE INC CLASS A | 0 | 205 | +205 | 0 | 30,918 | +30,918 |
| CNB FINL CORP PA | 0 | 2,779 | +2,779 | 0 | 80,480 | +80,480 |
| NORWOOD FINANCIAL CORP | 0 | 4,500 | +4,500 | 0 | 132,390 | +132,390 |
| CITIZENS & NORTHERN CORP | 0 | 2,300 | +2,300 | 0 | 51,382 | +51,382 |
| NETFLIX INC | 0 | 9,720 | +9,720 | 0 | 934,578 | +934,578 |
| FULTON FINL CORP PA | 0 | 4,198 | +4,198 | 0 | 85,379 | +85,379 |