EMERALD ADVISERS, LLC

Q2 2026 13F-HR Holdings

Location
Leola, PA
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
237
Total value ($000)
$4,248,587
Net value change ($000)
+1,088,401 (34.4%)
New positions
28
Sold out positions
39
Turnover %
14.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CDNL 56,935 248.1%
CORT 56,781 685.3%
LGN 55,722 NEW
ACLS 53,649 598.9%
SXT 48,691 NEW
TVTX 44,682 96.6%
TEX 39,456 NEW
COHU 38,465 161.0%
HRI 37,434 NEW
KLIC 36,379 97.3%
Top Reduces (Value $000, Stocks/ETFs)
BE -71,041 -96.8%
FN -55,579 -99.1%
CRDO -41,536 -88.8%
BBIO -38,271 -100.0%
STRL -32,136 -98.8%
TTMI -31,657 -43.3%
SPXC -29,441 -100.0%
MOD -27,803 -33.9%
KALV -25,445 -100.0%
KTOS -24,180 -41.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type