EMERALD ADVISERS, LLC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$3.2B
Holdings
246
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (246 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GHGUARDANT HEALTH INC | 861,824 | $88.0M | 2.71% | |
| 2 | CRDOCREDO TECHNOLOGY GROUP HOLDINGS | 496,139 | $71.4M | 2.20% | |
| 3 | KTOSKRATOS DEFENSE AND SECURITY | 875,063 | $66.4M | 2.05% | |
| 4 | TTMITTM TECHNOLOGIES INC | 915,128 | $63.1M | 1.95% | |
| 5 | TVTXTRAVERE THERAPEUTICS INC | 1,594,184 | $60.9M | 1.88% | |
| 6 | RMBS*RAMBUS INC | 626,985 | $57.6M | 1.78% | |
| 7 | COGTCOGENT BIOSCIENCES INC | 1,583,346 | $56.2M | 1.73% | |
| 8 | LITELUMENTUM HOLDINGS INC | 147,925 | $54.5M | 1.68% | |
| 9 | MODMODINE MANUFACTURING CO | 389,935 | $52.1M | 1.60% | |
| 10 | JPXAEROVIRONMENT INC | 211,531 | $51.2M | 1.58% | |
| 11 | FNFABRINET | 109,289 | $49.8M | 1.53% | |
| 12 | BEBLOOM ENERGY CO | 559,063 | $48.6M | 1.50% | |
| 13 | VSECVSE CORPORATION | 279,543 | $48.3M | 1.49% | |
| 14 | BB4AXOS FINANCIAL INC | 521,379 | $44.9M | 1.38% | |
| 15 | LIVNLIVANOVA PLC | 700,948 | $43.1M | 1.33% | |
| 16 | TMDXTRANSMEDICS GROUP INC | 351,349 | $42.7M | 1.32% | |
| 17 | MCMOELIS & CO | 615,594 | $42.3M | 1.30% | |
| 18 | WVEWAVE LIFE SCIENCES LTD | 2,455,089 | $41.7M | 1.29% | |
| 19 | BBIOBRIDGEBIO PHARMA INC | 535,764 | $41.0M | 1.26% | |
| 20 | PLMRPALOMAR HOLDINGS INC | 301,964 | $40.7M | 1.25% | |
| 21 | EYENATIONAL VISION HOLDINGS | 1,564,955 | $40.4M | 1.24% | |
| 22 | TBBKTHE BANCORP INC | 594,683 | $40.2M | 1.24% | |
| 23 | AGYSAGILYSYS INC | 328,431 | $39.0M | 1.20% | |
| 24 | MRCYMERCURY SYSTEMS INC | 531,115 | $38.8M | 1.19% | |
| 25 | VITLVITAL FARMS INC | 1,162,022 | $37.1M | 1.14% | |
| 26 | ATDATI Inc | 307,552 | $35.3M | 1.09% | |
| 27 | AIRAAR CORPORATION | 419,470 | $34.7M | 1.07% | |
| 28 | SMTCSEMTECH CORP | 470,751 | $34.7M | 1.07% | |
| 29 | ATECALPHATEC HOLDINGS INC | 1,637,729 | $34.5M | 1.06% | |
| 30 | SKWDSKYWARD SPECIALTY INSURANCE | 657,668 | $33.6M | 1.04% | |
| 31 | OLLIOLLIE'S BARGAIN OUTLET HOLDINGS | 298,582 | $32.7M | 1.01% | |
| 32 | ESEESCO TECHNOLOGIES INC | 166,679 | $32.6M | 1.00% | |
| 33 | BOOTBOOT BARN HOLDINGS INC | 181,688 | $32.1M | 0.99% | |
| 34 | UMBFUMB FINANCIAL CORP | 275,296 | $31.7M | 0.98% | |
| 35 | IMAIMAX CORP | 853,822 | $31.6M | 0.97% | |
| 36 | RSIRUSH STREET INTERACTIVE INC | 1,606,049 | $31.2M | 0.96% | |
| 37 | SITMSITIME CORPORATION | 88,332 | $31.2M | 0.96% | |
| 38 | AGXARGAN INC | 98,072 | $30.7M | 0.95% | |
| 39 | SPXCSPX TECHNOLOGIES INC | 152,787 | $30.6M | 0.94% | |
| 40 | QTWOQ2 HOLDINGS INC | 421,670 | $30.4M | 0.94% | |
| 41 | EVLVEVOLV TECHNOLOGIES | 4,171,243 | $29.9M | 0.92% | |
| 42 | ALGTALLEGIANT TRAVEL CO | 349,945 | $29.8M | 0.92% | |
| 43 | VRNSVARONIS SYSTEMS INC | 907,764 | $29.8M | 0.92% | |
| 44 | LASRNLIGHT INC | 781,877 | $29.3M | 0.90% | |
| 45 | COLLCOLLEGIUM PHARMACEUTICAL INC | 629,344 | $29.1M | 0.90% | |
| 46 | CRSCARPENTER TECHNOLOGY CORP | 92,448 | $29.1M | 0.90% | |
| 47 | MIRMMIRUM PHARMACEUTICALS INC | 367,134 | $29.0M | 0.89% | |
| 48 | ARLOARLO TECHNOLOGIES | 2,059,864 | $28.8M | 0.89% | |
| 49 | SEISOLARIS ENERGY INFRASTRUCTURE INC | 626,692 | $28.8M | 0.89% | |
| 50 | RDNTRADNET INC | 394,715 | $28.2M | 0.87% | |
| 51 | PIPRPIPER SANDLER CO | 82,407 | $28.0M | 0.86% | |
| 52 | PIIMPINJ INC | 158,802 | $27.6M | 0.85% | |
| 53 | CECOCECO ENVIRONMENTAL CORP | 458,525 | $27.4M | 0.85% | |
| 54 | PDFSPDF SOLUTIONS INC | 943,372 | $26.9M | 0.83% | |
| 55 | TTITETRA TECHNOLOGIES | 2,855,302 | $26.8M | 0.82% | |
| 56 | MIRMIRION TECHNOLOGIES INC | 1,137,146 | $26.6M | 0.82% | |
| 57 | FRPTFRESHPET INC | 417,400 | $25.4M | 0.78% | |
| 58 | STRLSTERLING INFRASTRUCTURE INC | 82,025 | $25.1M | 0.77% | |
| 59 | SYNASYNAPTICS INC | 339,113 | $25.1M | 0.77% | |
| 60 | KLICKULICKE AND SOFFA INDUSTRIES | 539,114 | $24.6M | 0.76% | |
| 61 | CUBICUSTOMERS BANCORP INC | 330,310 | $24.2M | 0.74% | |
| 62 | SKYTSKYWATER TECHNOLOGY INC | 1,319,113 | $24.0M | 0.74% | |
| 63 | TRVITREVI THERAPEUTICS | 1,892,276 | $23.7M | 0.73% | |
| 64 | AAOIAPPLIED OPTOELECTRONICS INC | 670,577 | $23.4M | 0.72% | |
| 65 | MDGLMADRIGAL PHARMACEUTICALS INC | 38,913 | $22.7M | 0.70% | |
| 66 | AMSCAMERICAN SEMICONDUCTOR CORP | 757,568 | $21.8M | 0.67% | |
| 67 | BJRIBJ'S RESTAURANT INC | 551,622 | $21.7M | 0.67% | |
| 68 | ACADACADIA PHARMACEUTICALS INC | 811,197 | $21.7M | 0.67% | |
| 69 | KALVKALVISTA PHARMACEUTICALS INC | 1,340,495 | $21.6M | 0.67% | |
| 70 | CVLTCOMMVAULT SYSTEMS INC | 171,885 | $21.5M | 0.66% | |
| 71 | YB4PSAVARA INC | 3,495,496 | $21.1M | 0.65% | |
| 72 | SYRESPYRE THERAPEUTICS | 636,109 | $20.8M | 0.64% | |
| 73 | ARHSARHAUS INC | 1,846,549 | $20.7M | 0.64% | |
| 74 | IONQIONQ INC | 452,674 | $20.3M | 0.63% | |
| 75 | MMSIMERIT MED SYS INC | 226,514 | $20.0M | 0.62% | |
| 76 | AXSMAXSOME THERAPEUTICS INC | 108,082 | $19.7M | 0.61% | |
| 77 | EVEREVERQUOTE INC | 720,686 | $19.5M | 0.60% | |
| 78 | ONTOONTO INNOVATION INC | 122,613 | $19.4M | 0.60% | |
| 79 | T77LENDINGTREE INC | 361,945 | $19.2M | 0.59% | |
| 80 | SLNOSOLENO THERAPEUTICS INC | 412,651 | $19.1M | 0.59% | |
| 81 | FAFIRST ADVANTAGE CORP | 1,309,933 | $19.0M | 0.59% | |
| 82 | OSWONESPAWORLD HOLDINGS LIMITED | 912,932 | $18.9M | 0.58% | |
| 83 | COMPCOMPASS INC | 1,739,511 | $18.4M | 0.57% | |
| 84 | LTHLIFETIME GROUP HOLDINGS INC | 682,945 | $18.2M | 0.56% | |
| 85 | IDIINTERDIGITAL INC PA COM | 55,850 | $17.8M | 0.55% | |
| 86 | FOURSHIFT4 PAYMENTS INC | 280,306 | $17.6M | 0.54% | |
| 87 | CCBCOASTAL FINANCIAL CORP | 152,755 | $17.5M | 0.54% | |
| 88 | LMRILUMEXA IMAGING HOLDINGS INC | 932,889 | $17.3M | 0.53% | |
| 89 | PWPPERELLA WEINBERG PARTNERS | 988,706 | $17.1M | 0.53% | |
| 90 | NKTRNEKTAR THERAPEUTICS | 384,342 | $16.2M | 0.50% | |
| 91 | FIVEFIVE BELOW | 85,611 | $16.1M | 0.50% | |
| 92 | BLLNBILLIONTOONE INC | 188,949 | $15.5M | 0.48% | |
| 93 | FWRGFIRST WATCH RESTAURANT GROUP | 978,408 | $14.8M | 0.45% | |
| 94 | LCLENDINGCLUB CORP | 778,208 | $14.7M | 0.45% | |
| 95 | IPGPIPG PHOTONICS CORP | 204,050 | $14.6M | 0.45% | |
| 96 | AVAHAVEANNA HEALTHCARE HOLDINGS | 1,748,725 | $14.3M | 0.44% | |
| 97 | QBTSD-WAVE QUANTUM INC | 543,272 | $14.2M | 0.44% | |
| 98 | BRCBBLACK ROCK COFFEE BAR | 612,493 | $13.6M | 0.42% | |
| 99 | ATROASTRONICS CORP | 242,727 | $13.2M | 0.41% | |
| 100 | CDNLCARDINAL INFRASTRUCTURE GROUP | 513,355 | $12.4M | 0.38% |
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