EMERALD ADVISERS, LLC

Q1 2026 13F-HR Holdings

Location
Leola, PA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
248
Total value ($000)
$3,160,186
Net value change ($000)
-85,590 (-2.6%)
New positions
19
Sold out positions
17
Turnover %
10.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PLXS 33,729 NEW
MOD 29,882 57.4%
PIPR 27,602 NEW
BE 24,830 51.1%
COHU 23,887 NEW
AGX 21,162 68.9%
IPGP 20,330 139.2%
PVLA 20,131 NEW
ATRO 16,804 127.6%
BOBS 15,804 NEW
Top Reduces (Value $000, Stocks/ETFs)
LITE -52,408 -96.1%
VITL -37,115 -100.0%
WAVE LIFE SCIENCES LTD -32,593 -78.1%
PIPR -27,994 -100.0%
CRDO -24,588 -34.4%
ACAD -21,030 -97.1%
MMSI -19,965 -100.0%
AVAV -18,241 -35.6%
FOUR -16,600 -94.0%
SKYT -16,095 -67.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type