Emerald Advisers, LLC Top Holdings and 13F Report (2026) About Emerald Advisers, LLCInvestment ActivityEmerald Advisers, LLC has $3.16 billion in total holdings as of March 31, 2026.Emerald Advisers, LLC owns shares of 248 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 10.97% of the portfolio was purchased this quarter.About 14.59% of the portfolio was sold this quarter.This quarter, Emerald Advisers, LLC has purchased 246 new stocks and bought additional shares in 55 stocks.Emerald Advisers, LLC sold shares of 87 stocks and completely divested from 17 stocks this quarter.Largest Holdings Modine Manufacturing $81,941,952Guardant Health $77,767,873Bloom Energy $73,406,721TTM Technologies $73,105,624Cogent Biosciences $61,127,201 Largest New Holdings this Quarter 729132100 - Plexus $33,729,391 Holding724078209 - PIPER SANDLER CO $27,602,246 Holding192576106 - Cohu $23,886,631 Holding697947109 - PALVELLA THERAPEUTICS INC $20,130,975 Holding09681N106 - BOBS DISCOUNT FURNITURE $15,804,338 Holding Largest Purchases this Quarter Plexus 166,532 shares (about $33.73M)PIPER SANDLER CO 360,578 shares (about $27.60M)Cohu 780,099 shares (about $23.89M)PALVELLA THERAPEUTICS INC 161,500 shares (about $20.13M)BOBS DISCOUNT FURNITURE 1,345,050 shares (about $15.80M) Largest Sales this Quarter Lumentum 144,914 shares (about $101.84M)SkyWater Technology 1,032,346 shares (about $28.30M)Applied Optoelectronics 236,695 shares (about $20.02M)ATI 126,067 shares (about $18.34M)ACADIA Pharmaceuticals 782,560 shares (about $17.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEmerald Advisers, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMODModine Manufacturing$81,941,952$2,560,862 ▼-3.0%378,1182.6%Auto/Tires/TrucksGHGuardant Health$77,767,873$1,838,810 ▼-2.3%841,9172.5%MedicalBEBloom Energy$73,406,721$2,340,725 ▼-3.1%541,7872.3%EnergyTTMITTM Technologies$73,105,624$16,046,146 ▼-18.0%750,4172.3%Computer and TechnologyCOGTCogent Biosciences$61,127,201$184,213 ▲0.3%1,588,1321.9%MedicalKTOSKratos Defense & Security Solutions$58,941,354$2,759,338 ▼-4.5%835,9291.9%AerospaceVSECVSE$58,047,092$6,499,362 ▲12.6%314,7891.8%ConstructionFNFabrinet$56,059,749$936,650 ▼-1.6%107,4931.8%Computer and TechnologyAGXArgan$51,889,895$1,525,020 ▼-2.9%95,2721.6%ConstructionAIRAAR$48,785,556$2,870,370 ▲6.3%445,6931.5%AerospaceCRDOCredo Technology Group$46,801,141$228,573 ▲0.5%498,5741.5%Computer and TechnologyTVTXTravere Therapeutics$46,264,293$1,098,913 ▼-2.3%1,557,1961.5%MedicalESEESCO Technologies$45,765,675$1,132,796 ▼-2.4%162,6531.4%IndustrialsMRCYMercury Systems$43,404,344$4,680,749 ▲12.1%595,3141.4%AerospaceLIVNLivaNova$42,598,357$1,953,898 ▼-4.4%670,2071.3%MedicalLASRnLight$42,575,351$2,007,275 ▼-4.5%746,6741.3%Computer and TechnologyRMBSRambus$42,433,093$11,506,426 ▼-21.3%493,2361.3%Computer and TechnologyAXAxos Financial$42,224,381$2,139,758 ▼-4.8%496,2321.3%FinanceEYENational Vision$38,918,480$1,613,855 ▼-4.0%1,502,6441.2%Consumer StaplesBBIOBridgeBio Pharma$38,270,708$1,515,127 ▼-3.8%515,3611.2%MedicalKLICKulicke and Soffa Industries$37,394,417$1,963,845 ▲5.5%568,9961.2%Computer and TechnologyAAOIApplied Optoelectronics$36,702,078$20,022,030 ▼-35.3%433,8821.2%Computer and TechnologyMIRMMirum Pharmaceuticals$36,699,156$2,783,317 ▲8.2%397,2631.2%MedicalPLMRPalomar$35,653,901$430,798 ▼-1.2%298,3591.1%FinanceSMTCSemtech$35,140,114$1,055,930 ▼-2.9%457,0181.1%Computer and TechnologyIPGPIPG Photonics$34,940,324$11,558,235 ▲49.4%304,9161.1%Computer and TechnologyRSIRush Street Interactive$34,223,625$707,941 ▼-2.0%1,573,5001.1%Consumer DiscretionaryTMDXTransMedics Group$34,076,853$850,751 ▼-2.4%342,7911.1%MedicalPLXSPlexus$33,729,391$33,729,391 ▲New Holding166,5321.1%Computer and TechnologySOLARIS ENERGY INFRASTRUCTURE INC$33,605,762$1,808,603 ▼-5.1%594,6871.1%COMAVAVAeroVironment$32,925,936$5,794,814 ▼-15.0%179,8741.0%AerospaceSTRLSterling Infrastructure$32,514,808$891,514 ▼-2.7%79,8361.0%ConstructionIMAXIMAX$32,276,115$177,659 ▼-0.5%849,1481.0%Consumer DiscretionaryOLLIOllie's Bargain Outlet$31,949,385$4,467,898 ▲16.3%347,1251.0%Consumer StaplesIDCCInterDigital$31,427,630$14,560,930 ▲86.3%104,0651.0%Computer and TechnologyMCMoelis & Company$31,240,389$3,848,469 ▼-11.0%548,0771.0%FinanceCECOCECO Environmental$31,161,353$3,842,433 ▲14.1%523,0171.0%IndustrialsSPYRE THERAPEUTICS$30,938,131$1,147,207 ▼-3.6%613,3651.0%COMBOOTBoot Barn$30,505,083$3,913,227 ▲14.7%208,4251.0%Retail/WholesaleUMBFUMB Financial$30,164,311$886,303 ▼-2.9%267,4381.0%FinanceATROAstronics$29,970,178$13,773,005 ▲85.0%449,1260.9%AerospaceSPXCSPX Technologies$29,441,165$1,107,068 ▼-3.6%147,2500.9%Business ServicesARLOArlo Technologies$28,729,360$582,505 ▼-2.0%2,018,9290.9%Computer and TechnologyNEKTAR THERAPEUTICS$28,391,758$738,351 ▲2.7%394,6040.9%COMFRPTFreshpet$28,342,249$3,732,345 ▲15.2%480,7030.9%Consumer StaplesPDFSPDF Solutions$28,157,389$2,700,309 ▼-8.8%860,8190.9%Computer and TechnologyPIPER SANDLER CO$27,602,246$27,602,246 ▲New Holding360,5780.9%COMSKWDSkyward Specialty Insurance Group$27,427,021$1,299,917 ▼-4.5%627,9080.9%FinanceALGTAllegiant Travel$27,394,194$965,348 ▼-3.4%338,0330.9%TransportationTBBKBancorp$26,399,698$5,552,619 ▼-17.4%491,3400.8%FinanceATIATI$26,398,808$18,337,706 ▼-41.0%181,4850.8%Basic MaterialsEVLVEvolv Technologies$26,214,983$978,963 ▲3.9%4,333,0550.8%Computer and TechnologyMIRMirion Technologies$25,683,461$4,543,917 ▲21.5%1,381,5740.8%Business ServicesAMSCAmerican Superconductor$25,638,125$5,551 ▼0.0%757,4040.8%Computer and TechnologyKALVKalVista Pharmaceuticals$25,444,783$1,539,381 ▼-5.7%1,264,0230.8%MedicalCRSCarpenter Technology$24,476,715$11,961,664 ▼-32.8%62,1000.8%Basic MaterialsONTOOnto Innovation$24,285,005$859,243 ▼-3.4%118,4230.8%Computer and TechnologyCOHUCohu$23,886,631$23,886,631 ▲New Holding780,0990.8%Computer and TechnologyCUBICustomers Bancorp$23,822,137$895,320 ▲3.9%343,2090.8%FinanceSYNASynaptics$23,107,317$644,158 ▼-2.7%329,9160.7%Computer and TechnologyAGYSAgilysys$23,014,573$350,009 ▼-1.5%323,5110.7%Computer and TechnologyCARDINAL INFRASTRUCTURE GROUP$22,944,383$2,587,290 ▲12.7%578,6000.7%COMSITMSiTime$22,710,907$7,794,550 ▼-25.6%65,7620.7%Computer and TechnologyTTITetra Technologies$22,676,210$1,650,963 ▼-6.8%2,661,5270.7%EnergyTRVITrevi Therapeutics$21,946,022$628,830 ▼-2.8%1,839,5660.7%MedicalRDNTRadNet$21,336,790$723,831 ▼-3.3%381,7640.7%MedicalOSWOneSpaWorld$20,307,950$643,839 ▼-3.1%884,8780.6%Consumer DiscretionaryPALVELLA THERAPEUTICS INC$20,130,975$20,130,975 ▲New Holding161,5000.6%COMMDGLMadrigal Pharmaceuticals$19,710,739$659,049 ▼-3.2%37,6540.6%MedicalATECAlphatec$19,663,500$1,845,009 ▲10.4%1,807,3070.6%MedicalCOMPCompass$19,433,386$6,717,561 ▲52.8%2,658,4660.6%Computer and TechnologyFIVEFive Below$19,044,036$516,365 ▼-2.6%83,3510.6%Retail/WholesaleBILLIONTOONE INC$18,911,024$3,995,390 ▲26.8%239,5620.6%COMVRNSVaronis Systems$18,657,881$831,812 ▼-4.3%869,0210.6%Computer and TechnologyPIImpinj$18,651,861$2,342,895 ▲14.4%181,6150.6%Computer and TechnologyBJRIBJ's Restaurants$18,638,065$723,867 ▼-3.7%530,9990.6%Retail/WholesalePWPPerella Weinberg Partners$18,520,821$565,920 ▲3.2%1,019,8690.6%FinanceSVRASavara$18,407,216$678,192 ▼-3.6%3,371,2850.6%MedicalAXSMAxsome Therapeutics$18,188,242$79,777 ▼-0.4%107,6100.6%MedicalLTHLife Time Group$17,686,326$712,213 ▼-3.9%656,5080.6%Consumer DiscretionaryCCBCoastal Financial$16,831,950$5,207,295 ▲44.8%221,1820.5%FinanceBOBS DISCOUNT FURNITURE$15,804,338$15,804,338 ▲New Holding1,345,0500.5%COMCVLTCommVault Systems$15,355,312$1,967,190 ▲14.7%197,1410.5%Computer and TechnologySBCFSeacoast Banking Corporation of Florida$15,277,155$9,472,046 ▲163.2%504,3630.5%FinanceQTWOQ2$15,163,434$4,781,557 ▼-24.0%320,5800.5%Computer and TechnologyTREELendingTree$14,565,007$955,195 ▼-6.2%339,6690.5%FinanceFAFirst Advantage$13,498,892$1,905,920 ▼-12.4%1,147,8650.4%Business ServicesCOLLCollegium Pharmaceutical$13,319,009$7,493,398 ▼-36.0%402,7520.4%MedicalLCLendingClub$13,283,175$2,139,236 ▲19.2%927,5960.4%Financial ServicesCYTKCytokinetics$13,103,633$13,103,633 ▲New Holding198,8110.4%MedicalIONQIonQ$12,908,027$142,564 ▼-1.1%447,7290.4%Computer and TechnologyARHSArhaus$12,452,989$66,614 ▼-0.5%1,836,7240.4%Retail/WholesaleDIODDiodes$12,358,678$12,358,678 ▲New Holding181,0530.4%Computer and TechnologyTRINTrinity Capital$11,270,655$641,650 ▼-5.4%766,1900.4%FinanceAVAHAveanna Healthcare$10,886,543$375,246 ▼-3.3%1,690,4570.3%MedicalHINGE HEALTH INC$10,753,998$10,753,998 ▲New Holding278,8900.3%COMEVEREverQuote$10,659,322$453,656 ▼-4.1%691,2660.3%FinanceEEExcelerate Energy$10,549,524$78,637 ▼-0.7%315,6650.3%EnergyVCVisteon$10,067,837$571,077 ▼-5.4%110,5020.3%Auto/Tires/TrucksCRVSCorvus Pharmaceuticals$10,039,340$10,039,340 ▲New Holding686,2160.3%MedicalShowing largest 100 holdings. 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