Emerald Advisers

Emerald Advisers as of March 31, 2026

Portfolio Holdings for Emerald Advisers

Emerald Advisers holds 248 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Modine Manufacturing (MOD) 2.6 $82M 378k 216.71
Guardant Health (GH) 2.5 $78M 842k 92.37
Bloom Energy Corp (BE) 2.3 $73M 542k 135.49
TTM Technologies (TTMI) 2.3 $73M 750k 97.42
Cogent Biosciences (COGT) 1.9 $61M 1.6M 38.49
Kratos Defense & Security Solutions (KTOS) 1.9 $59M 836k 70.51
VSE Corporation (VSEC) 1.8 $58M 315k 184.40
Fabrinet (FN) 1.8 $56M 108k 521.52
Argan (AGX) 1.6 $52M 95k 544.65
Aar (AIR) 1.5 $49M 446k 109.46
Credo Technology Group Holding (CRDO) 1.5 $47M 499k 93.87
Travere Therapeutics (TVTX) 1.5 $46M 1.6M 29.71
ESCO Technologies (ESE) 1.4 $46M 163k 281.37
Mercury Computer Systems (MRCY) 1.4 $43M 595k 72.91
Livanova Plc Ord (LIVN) 1.3 $43M 670k 63.56
Nlight (LASR) 1.3 $43M 747k 57.02
Rambus (RMBS) 1.3 $42M 493k 86.03
Bofi Holding (AX) 1.3 $42M 496k 85.09
National Vision Hldgs (EYE) 1.2 $39M 1.5M 25.90
Bridgebio Pharma (BBIO) 1.2 $38M 515k 74.26
Kulicke and Soffa Industries (KLIC) 1.2 $37M 569k 65.72
Applied Optoelectronics (AAOI) 1.2 $37M 434k 84.59
Mirum Pharmaceuticals (MIRM) 1.2 $37M 397k 92.38
Palomar Hldgs (PLMR) 1.1 $36M 298k 119.50
Semtech Corporation (SMTC) 1.1 $35M 457k 76.89
IPG Photonics Corporation (IPGP) 1.1 $35M 305k 114.59
Rush Street Interactive (RSI) 1.1 $34M 1.6M 21.75
Transmedics Group (TMDX) 1.1 $34M 343k 99.41
Plexus (PLXS) 1.1 $34M 167k 202.54
Solaris Oilfield Infrstr (SEI) 1.1 $34M 595k 56.51
AeroVironment (AVAV) 1.0 $33M 180k 183.05
Sterling Construction Company (STRL) 1.0 $33M 80k 407.27
Imax Corp Cad (IMAX) 1.0 $32M 849k 38.01
Ollies Bargain Outlt Hldgs I (OLLI) 1.0 $32M 347k 92.04
InterDigital (IDCC) 1.0 $31M 104k 302.00
Moelis & Co (MC) 1.0 $31M 548k 57.00
CECO Environmental (CECO) 1.0 $31M 523k 59.58
Aeglea Biotherapeutics (SYRE) 1.0 $31M 613k 50.44
Boot Barn Hldgs (BOOT) 1.0 $31M 208k 146.36
UMB Financial Corporation (UMBF) 1.0 $30M 267k 112.79
Astronics Corporation (ATRO) 0.9 $30M 449k 66.73
Spx Corp (SPXC) 0.9 $29M 147k 199.94
Arlo Technologies (ARLO) 0.9 $29M 2.0M 14.23
Nektar Therapeutics (NKTR) 0.9 $28M 395k 71.95
Freshpet (FRPT) 0.9 $28M 481k 58.96
PDF Solutions (PDFS) 0.9 $28M 861k 32.71
Piper Sandler Companies (PIPR) 0.9 $28M 361k 76.55
Skyward Specialty Insurance Gr (SKWD) 0.9 $27M 628k 43.68
Allegiant Travel Company (ALGT) 0.9 $27M 338k 81.04
Ban (TBBK) 0.8 $26M 491k 53.73
Allegheny Technologies Incorporated (ATI) 0.8 $26M 182k 145.46
Evolv Technologi (EVLV) 0.8 $26M 4.3M 6.05
Mirion Technologies Inc - US (MIR) 0.8 $26M 1.4M 18.59
American Superconductor (AMSC) 0.8 $26M 757k 33.85
Kalvista Pharmaceuticals 0.8 $25M 1.3M 20.13
Carpenter Technology Corporation (CRS) 0.8 $25M 62k 394.15
Onto Innovation (ONTO) 0.8 $24M 118k 205.07
Cohu (COHU) 0.8 $24M 780k 30.62
Customers Ban (CUBI) 0.8 $24M 343k 69.41
Synaptics, Incorporated (SYNA) 0.7 $23M 330k 70.04
Agilysys (AGYS) 0.7 $23M 324k 71.14
Cardinal Infrastructure Grou (CDNL) 0.7 $23M 579k 39.66
Sitime Corp (SITM) 0.7 $23M 66k 345.35
TETRA Technologies (TTI) 0.7 $23M 2.7M 8.52
Trevi Therapeutics (TRVI) 0.7 $22M 1.8M 11.93
RadNet (RDNT) 0.7 $21M 382k 55.89
Onespaworld Holdings Ltd onespaworld hold (OSW) 0.6 $20M 885k 22.95
Palvella Therapeutics Inc Ne (PVLA) 0.6 $20M 162k 124.65
Madrigal Pharmaceuticals (MDGL) 0.6 $20M 38k 523.47
Alphatec Holdings (ATEC) 0.6 $20M 1.8M 10.88
Compass (COMP) 0.6 $19M 2.7M 7.31
Five Below (FIVE) 0.6 $19M 83k 228.48
Billiontoone Inc Cl A (BLLN) 0.6 $19M 240k 78.94
Varonis Sys (VRNS) 0.6 $19M 869k 21.47
Impinj (PI) 0.6 $19M 182k 102.70
BJ's Restaurants (BJRI) 0.6 $19M 531k 35.10
Perella Weinberg Partners (PWP) 0.6 $19M 1.0M 18.16
Savara (SVRA) 0.6 $18M 3.4M 5.46
Axsome Therapeutics (AXSM) 0.6 $18M 108k 169.02
Life Time Group Holdings (LTH) 0.6 $18M 657k 26.94
Coastal Finl Corp Wa (CCB) 0.5 $17M 221k 76.10
Bobs Disc Furniture (BOBS) 0.5 $16M 1.3M 11.75
CommVault Systems (CVLT) 0.5 $15M 197k 77.89
Seacoast Bkg Corp Fla (SBCF) 0.5 $15M 504k 30.29
Q2 Holdings (QTWO) 0.5 $15M 321k 47.30
Tree (TREE) 0.5 $15M 340k 42.88
First Advantage Corp (FA) 0.4 $14M 1.1M 11.76
Collegium Pharmaceutical Inc Common Stock Usd (COLL) 0.4 $13M 403k 33.07
Lendingclub Corp 0.4 $13M 928k 14.32
Cytokinetics (CYTK) 0.4 $13M 199k 65.91
Ionq Inc Pipe (IONQ) 0.4 $13M 448k 28.83
Arhaus Incorporated Com Class A (ARHS) 0.4 $13M 1.8M 6.78
Diodes Incorporated (DIOD) 0.4 $12M 181k 68.26
Trinity Cap (TRIN) 0.4 $11M 766k 14.71
Aveanna Healthcare Hldgs (AVAH) 0.3 $11M 1.7M 6.44
Hinge Health Inc Cl A (HNGE) 0.3 $11M 279k 38.56
Everquote Cl A Ord (EVER) 0.3 $11M 691k 15.42
Excelerate Energy Inc-a (EE) 0.3 $11M 316k 33.42
Visteon Corporation (VC) 0.3 $10M 111k 91.11
Corvus Pharmaceuticals (CRVS) 0.3 $10M 686k 14.63
First Watch Restaurant Groupco (FWRG) 0.3 $9.9M 947k 10.48
Black Rock Coffee Bar (BRCB) 0.3 $9.7M 750k 12.92
Soleno Therapeutics 0.3 $9.2M 274k 33.48
Wave Life Sciences (WVE) 0.3 $9.1M 1.3M 7.25
NVIDIA Corporation (NVDA) 0.3 $9.1M 52k 174.40
Axcelis Technologies (ACLS) 0.3 $9.0M 96k 93.08
Veradermics (MANE) 0.3 $8.4M 133k 63.15
Corcept Therapeutics Incorporated (CORT) 0.3 $8.3M 206k 40.31
Flowco Holdings (FLOC) 0.3 $8.0M 387k 20.60
Lumexa Imaging Holdings (LMRI) 0.3 $7.9M 924k 8.60
Skywater Technology (SKYT) 0.2 $7.9M 287k 27.41
D-wave Quantum (QBTS) 0.2 $7.8M 540k 14.43
Rxo (RXO) 0.2 $6.4M 439k 14.62
Timkensteel (MTUS) 0.2 $6.1M 376k 16.34
Power Integrations (POWI) 0.2 $5.9M 116k 51.20
Once Upon A Farm Pbc (OFRM) 0.2 $5.7M 346k 16.35
Latham Group (SWIM) 0.2 $5.4M 1.0M 5.37
Heartflow Inc/Sh (HTFL) 0.2 $5.4M 221k 24.33
Apple (AAPL) 0.2 $5.0M 20k 253.79
Microsoft Corporation (MSFT) 0.2 $4.9M 13k 370.17
Alphabet Inc Class A cs (GOOGL) 0.1 $4.6M 16k 287.56
Byrna Technologies (BYRN) 0.1 $4.0M 433k 9.18
Amazon (AMZN) 0.1 $3.7M 18k 208.27
Broadcom (AVGO) 0.1 $3.4M 11k 309.51
MasTec (MTZ) 0.1 $2.7M 8.5k 321.74
Facebook Inc cl a (META) 0.1 $2.5M 4.5k 572.13
Lumentum Hldgs (LITE) 0.1 $2.1M 3.0k 702.76
Take-Two Interactive Software (TTWO) 0.1 $2.1M 11k 197.50
Cheniere Energy (LNG) 0.1 $2.1M 7.3k 283.76
Insmed (INSM) 0.1 $2.0M 12k 163.52
Vertiv Holdings Llc vertiv holdings (VRT) 0.1 $1.8M 7.2k 250.58
Ftai Aviation (FTAI) 0.1 $1.7M 7.1k 245.00
Slide Ins Hldgs (SLDE) 0.0 $1.5M 86k 18.00
Monolithic Power Systems (MPWR) 0.0 $1.4M 1.3k 1093.35
Bwx Technologies (BWXT) 0.0 $1.4M 6.7k 204.49
Targa Res Corp (TRGP) 0.0 $1.3M 5.2k 250.73
Eli Lilly & Co. (LLY) 0.0 $1.2M 1.4k 919.77
Xpo Logistics Inc equity (XPO) 0.0 $1.2M 6.3k 194.55
TJX Companies (TJX) 0.0 $1.2M 7.6k 159.70
Datadog Inc Cl A (DDOG) 0.0 $1.2M 10k 118.05
Biogen Idec (BIIB) 0.0 $1.1M 6.0k 183.33
Shift4 Payments Cl A Ord (FOUR) 0.0 $1.1M 24k 43.73
Mid Penn Ban (MPB) 0.0 $1.0M 32k 32.16
Teva Pharmaceutical Industries (TEVA) 0.0 $1.0M 34k 30.12
Netflix (NFLX) 0.0 $935k 9.7k 96.15
Mp Materials Corp (MP) 0.0 $871k 18k 48.26
Network Associates Inc cl a (NET) 0.0 $866k 4.2k 206.34
Mongodb Inc. Class A (MDB) 0.0 $862k 3.5k 244.77
GBank Financial Holdings (GBFH) 0.0 $782k 29k 26.76
HEICO Corporation (HEI) 0.0 $764k 2.8k 274.20
American Integrity Insurance Gro Ord (AII) 0.0 $754k 39k 19.28
Fair Isaac Corporation (FICO) 0.0 $743k 696.00 1067.54
Burlington Stores (BURL) 0.0 $730k 2.2k 325.38
Costco Wholesale Corporation (COST) 0.0 $728k 731.00 996.43
Norwegian Cruise Line Hldgs (NCLH) 0.0 $728k 39k 18.70
Doordash (DASH) 0.0 $726k 4.8k 150.15
L3harris Technologies (LHX) 0.0 $705k 2.0k 345.15
Robinhood Mkts (HOOD) 0.0 $681k 9.8k 69.30
Teledyne Technologies Incorporated (TDY) 0.0 $678k 1.1k 605.01
Visa (V) 0.0 $642k 2.1k 302.24
Cava Group Ord (CAVA) 0.0 $639k 7.9k 80.90
ACADIA Pharmaceuticals (ACAD) 0.0 $638k 29k 22.26
United Therapeutics Corporation (UTHR) 0.0 $634k 1.1k 592.98
Servicenow (NOW) 0.0 $631k 6.0k 104.55
Axon Enterprise (AXON) 0.0 $628k 1.5k 424.69
Vistra Energy (VST) 0.0 $621k 4.1k 150.33
Roku (ROKU) 0.0 $588k 6.2k 94.62
Pure Storage Inc - Class A (P) 0.0 $578k 9.8k 59.04
Tesla Motors (TSLA) 0.0 $562k 1.5k 371.75
AmerisourceBergen (COR) 0.0 $549k 1.7k 314.14
Technipfmc (FTI) 0.0 $542k 7.8k 69.13
Indie Semiconductor (INDI) 0.0 $538k 167k 3.22
Alnylam Pharmaceuticals (ALNY) 0.0 $537k 1.6k 330.87
Palo Alto Networks (PANW) 0.0 $517k 3.2k 160.32
Royal Caribbean Cruises (RCL) 0.0 $511k 1.9k 275.18
Lpl Financial Holdings (LPLA) 0.0 $503k 1.7k 300.83
Enova Intl (ENVA) 0.0 $476k 3.5k 135.83
Hyatt Hotels Corporation (H) 0.0 $459k 3.2k 143.79
Dutch Bros (BROS) 0.0 $458k 9.0k 50.66
Applovin Corp Class A (APP) 0.0 $453k 1.1k 398.00
Verisk Analytics (VRSK) 0.0 $436k 2.3k 189.75
Roblox Corp (RBLX) 0.0 $430k 7.6k 56.56
Palantir Technologies (PLTR) 0.0 $423k 2.9k 146.28
Integer Hldgs (ITGR) 0.0 $409k 4.6k 88.00
AutoZone (AZO) 0.0 $395k 117.00 3377.78
Veeva Sys Inc cl a (VEEV) 0.0 $392k 2.2k 175.66
Bowman Consulting Group (BWMN) 0.0 $388k 14k 28.44
Pinnacle Finl Partners (PNFP) 0.0 $387k 4.5k 86.14
Genius Sports (GENI) 0.0 $387k 87k 4.43
Zscaler Incorporated (ZS) 0.0 $365k 2.6k 140.29
Deckers Outdoor Corporation (DECK) 0.0 $364k 3.6k 100.09
Pixelworks (PXLW) 0.0 $349k 65k 5.40
Planet Fitness Inc-cl A (PLNT) 0.0 $346k 4.7k 74.38
Generac Holdings (GNRC) 0.0 $346k 1.8k 195.33
EQT Corporation (EQT) 0.0 $339k 5.3k 63.64
Matador Resources (MTDR) 0.0 $329k 5.2k 63.18
S&p Global (SPGI) 0.0 $325k 764.00 425.34
Delta Air Lines (DAL) 0.0 $323k 4.9k 66.48
Steris Plc Ord equities (STE) 0.0 $311k 1.4k 221.13
Nu Hldgs Ltd Ord Shs Cl A (NU) 0.0 $298k 21k 14.37
Coinbase Global (COIN) 0.0 $297k 1.7k 174.61
Tractor Supply Company (TSCO) 0.0 $297k 6.6k 45.30
Oracle Corporation (ORCL) 0.0 $292k 2.0k 147.11
Tenable Hldgs (TENB) 0.0 $287k 17k 16.91
Hubspot (HUBS) 0.0 $281k 1.2k 244.10
Darling International (DAR) 0.0 $260k 4.2k 61.85
Quanta Services (PWR) 0.0 $234k 426.00 549.02
Expedia (EXPE) 0.0 $222k 960.00 230.89
Twilio Inc cl a (TWLO) 0.0 $219k 1.7k 125.82
Msci (MSCI) 0.0 $218k 404.00 539.01
Apollo Global Mgmt (APO) 0.0 $212k 1.9k 111.42
Neptune Insurance Holdings (NP) 0.0 $207k 8.6k 24.19
Kinsale Cap Group (KNSL) 0.0 $195k 572.00 341.66
CoStar (CSGP) 0.0 $194k 4.8k 40.34
Caris Life Sciences (CAI) 0.0 $186k 10k 17.88
First Citizens BancShares (FCNCA) 0.0 $179k 95.00 1884.66
Ocular Therapeutix (OCUL) 0.0 $176k 21k 8.47
Texas Roadhouse (TXRH) 0.0 $166k 1.0k 165.14
Flutter Entertainment (FLUT) 0.0 $165k 1.6k 101.95
Figure Technology Solutio (FIGR) 0.0 $139k 4.1k 33.95
Norwood Financial Corporation (NWFL) 0.0 $132k 4.5k 29.42
F.N.B. Corporation (FNB) 0.0 $129k 7.7k 16.72
Adagio Therapeutics (IVVD) 0.0 $117k 90k 1.30
Biosante Pharmaceuticals (ANIP) 0.0 $97k 1.3k 76.90
Nutanix Inc cl a (NTNX) 0.0 $96k 2.5k 38.01
Biohaven (BHVN) 0.0 $94k 11k 8.46
Fulton Financial (FULT) 0.0 $85k 4.2k 20.34
CNB Financial Corporation (CCNE) 0.0 $81k 2.8k 28.96
Trade Desk (TTD) 0.0 $74k 3.3k 22.69
Ryman Hospitality Pptys (RHP) 0.0 $74k 800.00 92.32
First Commonwealth Financial (FCF) 0.0 $71k 4.0k 17.58
Ategrity Specialty In Co Ho (ASIC) 0.0 $61k 3.1k 19.77
Popular (BPOP) 0.0 $57k 425.00 134.17
Citizens & Northern Corporation (CZNC) 0.0 $51k 2.3k 22.34
Kite Rlty Group Tr (KRG) 0.0 $51k 2.1k 24.55
Houlihan Lokey Inc cl a (HLI) 0.0 $50k 345.00 143.62
Louisiana-Pacific Corporation (LPX) 0.0 $44k 605.00 72.75
First Financial Bankshares (FFIN) 0.0 $34k 1.2k 29.45
Cactus Inc - A (WHD) 0.0 $33k 700.00 47.37
First Busey Corp Class A Common (BUSE) 0.0 $33k 1.3k 25.27
Snowflake Inc Cl A (SNOW) 0.0 $31k 205.00 150.82
WesBan (WSBC) 0.0 $30k 865.00 34.49
Enterprise Financial Services (EFSC) 0.0 $29k 530.00 54.11
Metropolitan Bank Holding Corp (MCB) 0.0 $25k 299.00 83.29
American Tower Reit (AMT) 0.0 $20k 118.00 172.58
Super Micro Computer Inc Com Usd0.001 (SMCI) 0.0 $15k 671.00 22.77
Forward Air Corp (FWRD) 0.0 $9.8k 585.00 16.71
Orthofix Medical (OFIX) 0.0 $1.2k 101.00 11.47