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EMERALD ADVISERS, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001015083

$4.25B

disclosed book value

237

positions

2.1%

largest position share

Positions, as of 2026-06-30

top 100 of 237 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1TVTXTRAVERE THERAPEUTICS INC1.6M$90.9M2.1%
2CDNLCARDINAL INFRASTRUCTURE GROUP847,969$79.9M1.9%
3MRCYMERCURY SYSTEMS INC638,682$78.1M1.8%
4AIRAAR CORPORATION521,919$74.6M1.8%
5VSECVSE CORPORATION323,152$73.8M1.7%
6KLICKULICKE AND SOFFA INDUSTRIES551,535$73.8M1.7%
7AGXARGAN INC89,296$71.3M1.7%
8CECOCECO ENVIRONMENTAL CORP736,784$66.9M1.6%
9CORTCORCEPT THERAPEUTICS INC748,325$65.1M1.5%
10LIVANOVA PLC787,101$64.7M1.5%
11SMTCSEMTECH CORP393,030$63.6M1.5%
12IDCCINTERDIGITAL INC PA COM223,517$63.3M1.5%
13ESEESCO TECHNOLOGIES INC179,798$62.9M1.5%
14ACLSAXCELIS TECHNOLOGIES INC330,469$62.6M1.5%
15PDFSPDF SOLUTIONS INC884,294$62.6M1.5%
16PLXSPLEXUS CORP207,712$62.5M1.5%
17COHUCOHU INC843,627$62.4M1.5%
18COGTCOGENT BIOSCIENCES INC1.6M$62.0M1.5%
19ALGTALLEGIANT TRAVEL CO475,112$55.9M1.3%
20LGNLEGENCE CORP653,788$55.7M1.3%
21MIRMMIRUM PHARMACEUTICALS INC468,295$54.8M1.3%
22GHGUARDANT HEALTH INC364,022$54.6M1.3%
23MODMODINE MANUFACTURING CO202,754$54.1M1.3%
24AXAXOS FINANCIAL INC536,162$52.2M1.2%
25SEISOLARIS ENERGY INFRASTRUCTURE INC640,616$51.5M1.2%
26LASRNLIGHT INC736,848$51.3M1.2%
27SYRESPYRE THERAPEUTICS567,430$50.4M1.2%
28UMBFUMB FINANCIAL CORP345,687$49.4M1.2%
29BOOTBOOT BARN HOLDINGS INC300,226$49.3M1.2%
30RSIRUSH STREET INTERACTIVE INC1.6M$48.8M1.1%
31SXTSENSIENT TECHNOLOGIES CORP394,927$48.7M1.1%
32BLLNBILLIONTOONE INC375,858$45.1M1.1%
33AGYSAGILYSYS INC427,845$44.7M1.1%
34ATROASTRONICS CORP513,984$41.8M1%
35TTMITTM TECHNOLOGIES INC221,627$41.4M1%
36COMPCOMPASS INC3.3M$40.6M1%
37FRPTFRESHPET INC673,730$39.8M0.9%
38LTHLIFETIME GROUP HOLDINGS INC971,490$39.7M0.9%
39FAFIRST ADVANTAGE CORP2.2M$39.5M0.9%
40TEXTEREX CORP NEW545,046$39.5M0.9%
41CYTKCYTOKENETICS INC457,956$39.0M0.9%
42IPGPIPG PHOTONICS CORP326,701$38.3M0.9%
43EYENATIONAL VISION HOLDINGS2.0M$38.1M0.9%
44DIODDIODES INCORPORATED345,473$37.8M0.9%
45HRIHERC HOLDINGS INC261,155$37.4M0.9%
46SYNASYNAPTICS INC298,552$37.1M0.9%
47MXLMAXLINEAR INC CLASS A280,350$35.9M0.8%
48MANEVERADERMICS INC288,370$35.5M0.8%
49VRNSVARONIS SYSTEMS INC841,193$35.3M0.8%
50PVLAPALVELLA THERAPEUTICS INC229,486$35.1M0.8%
51TTITETRA TECHNOLOGIES3.1M$35.0M0.8%
52AMSCAMERICAN SEMICONDUCTOR CORP843,956$35.0M0.8%
53MCMOELIS & CO531,883$34.8M0.8%
54KTOSKRATOS DEFENSE AND SECURITY697,181$34.8M0.8%
55OLLIOLLIE'S BARGAIN OUTLET HOLDINGS444,778$34.2M0.8%
56RMBSRAMBUS INC252,693$33.5M0.8%
57TRVITREVI THERAPEUTICS1.8M$33.5M0.8%
58ONTOONTO INNOVATION INC87,619$33.2M0.8%
59IMAXIMAX CORP827,965$33.0M0.8%
60TMDXTRANSMEDICS GROUP INC490,491$32.6M0.8%
61RXORXO INC1.2M$32.4M0.8%
62PLMRPALOMAR HOLDINGS INC248,267$31.4M0.7%
63AAOIAPPLIED OPTOELECTRONICS INC211,574$31.3M0.7%
64BJRIBJ'S RESTAURANT INC513,574$31.2M0.7%
65TBBKTHE BANCORP INC478,025$29.9M0.7%
66HNGEHINGE HEALTH INC358,655$29.8M0.7%
67AVAVAEROVIRONMENT INC176,383$29.1M0.7%
68CVLTCOMMVAULT SYSTEMS INC198,459$28.1M0.7%
69MTRNMATERION CORP92,808$27.6M0.6%
70QBTSD-WAVE QUANTUM INC1.1M$27.5M0.6%
71ARLOARLO TECHNOLOGIES2.0M$27.3M0.6%
72NKTRNEKTAR THERAPEUTICS390,158$27.2M0.6%
73CUBICUSTOMERS BANCORP INC334,660$26.5M0.6%
74AXSMAXSOME THERAPEUTICS INC104,237$25.5M0.6%
75BOBSBOBS DISCOUNT FURNITURE1.6M$25.4M0.6%
76PIPRPIPER SANDLER CO350,159$25.3M0.6%
77PIIMPINJ INC176,780$25.3M0.6%
78NPKINPK INTERNATIONAL INC1.6M$25.0M0.6%
79HAPNHAPPEN INC1.2M$24.8M0.6%
80EVLVEVOLV TECHNOLOGIES4.2M$24.5M0.6%
81MIRMIRION TECHNOLOGIES INC1.4M$24.5M0.6%
82DNTHDIANTHUS THERAPEUTICS INC247,805$24.2M0.6%
83ONESPAWORLD HOLDINGS LIMITED852,158$24.1M0.6%
84RDNTRADNET INC370,489$22.8M0.5%
85POWIPOWER INTEGRATIONS INC264,342$22.1M0.5%
86SKWDSKYWARD SPECIALTY INSURANCE373,762$21.8M0.5%
87SBCFSEACOAST BANKING CORPORATION OF FLORIDA653,964$21.7M0.5%
88AMBQAMBIQ MICRO INC243,664$21.5M0.5%
89HIMSHIMS & HERS HEALTH INC608,509$21.1M0.5%
90ARHSARHAUS INC2.4M$20.0M0.5%
91FWRGFIRST WATCH RESTAURANT GROUP1.5M$19.7M0.5%
92SVRASAVARA INC3.1M$19.4M0.5%
93EEEXCELERATE ENERGY INC485,260$18.4M0.4%
94ATECALPHATEC HOLDINGS INC2.1M$18.2M0.4%
95ALMRALAMAR BIOSCIENCES INC647,183$17.5M0.4%
96CCBCOASTAL FINANCIAL CORP216,333$16.8M0.4%
97VCVISTEON CORP162,419$16.1M0.4%
98EVEREVERQUOTE INC651,922$15.5M0.4%
99QTWOQ2 HOLDINGS INC318,823$15.3M0.4%
100LPTHLIGHTPATH TECHNOLOGIES INC937,258$15.3M0.4%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.