How many stocks does WASATCH ADVISORS LP own?

As of Q4 2025, WASATCH ADVISORS LP holds 226 positions in their 13F portfolio.

What is WASATCH ADVISORS LP's largest holding?

HQY at 3.6% of portfolio, worth $603.7M.

What is WASATCH ADVISORS LP's total portfolio value?

$16.8B as of Q4 2025, tracked across 226 holdings.

Is WASATCH ADVISORS LP a hedge fund?

WASATCH ADVISORS LP is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does WASATCH ADVISORS LP report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has WASATCH ADVISORS LP's portfolio changed in Q4 2025?

View WASATCH ADVISORS LP's latest portfolio changes, new positions, and exits for Q4 2025 on HoldingsIntel.

What is WASATCH ADVISORS LP's investment strategy?

WASATCH ADVISORS LP is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

WASATCH ADVISORS LP Holdings Q4 2025 - Portfolio & Conviction Scores | HoldingsIntel

WASATCH ADVISORS LP

Institutional investor · Portfolio as of Q4 2025

Solid(2.5 / 5.0)

$16.8B

AUM

226

Positions

New

Q4 2025

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

WASATCH ADVISORS LP manages $16.8B across 226 positions as of Q4 2025. Top holdings: HQY (3.6%), ENSG (2.9%), RBC (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.

Q4 2025 Summary

Active quarter - 15 new positions, 18 exits, 69 increased. Top move: HQY (INCREASED, conviction 60). Portfolio: $16.8B across 226 positions.

Portfolio Allocation

Top holdings by portfolio weight

HQY3.59%

ENSG2.94%

RBC2.67%

NVMI2.61%

FOUR2.54%

FN2.23%

CWST2.19%

MEDP2.16%

OLLI2.06%

CAMT2.00%

Other1.90%

Similar Funds

Funds with similar investing DNA

Capital World Investors

$735.3B

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

$113.9B

+3 more

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

GHM13Q held

GRAHAM CORP

Avg $14.27 · $6.7M est. P&L

Est. P&L

+488.78%

ESQ28Q held

Esquire Financial Holdings, Inc

Avg $24.68 · $27.9M est. P&L

Est. P&L

+313.27%

NVMI24Q held

Nova Ltd.

Avg $119.95 · $408.5M est. P&L

Est. P&L

+254.52%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings10 of 226

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
HQY HealthEquity, Inc.	6.6M	$603.7M	3.6%	—	$66.57	+20.82%	28 qtrssince 2019-Q1	Increased 60
ENSG The Ensign Group, Inc.	2.8M	$494.5M	2.9%	—	$63.10	+237.79%	28 qtrssince 2019-Q1	Decreased 0
RBC RBC Bearings Incorporated	1M	$449.9M	2.7%	—	$161.63	+251.77%	28 qtrssince 2019-Q1	Decreased 0
NVMI Nova Ltd.	1.3M	$439.4M	2.6%	—	$119.95	+254.52%	24 qtrssince 2020-Q1	Decreased 0
FOUR Shift4 Payments, Inc.	6.8M	$426.9M	2.5%	—	$76.80	-35.04%	12 qtrssince 2023-Q1	Increased 59
FN Fabrinet	822,917	$374.7M	2.2%	—	$171.47	+222.52%	28 qtrssince 2019-Q1	Decreased 0
CWST Casella Waste Systems, Inc.	3.8M	$368.8M	2.2%	—	$102.95	-10.99%	8 qtrssince 2024-Q1	Increased 54
MEDP Medpace Holdings, Inc.	648,306	$364.1M	2.2%	—	$136.02	+242.13%	28 qtrssince 2019-Q1	Decreased 0
OLLI Ollie's Bargain Outlet Holdings	3.2M	$346.9M	2.1%	—	$74.79	+38.48%	28 qtrssince 2019-Q1	Decreased 0
CAMT CAMTEK LTD	3.2M	$336.9M	2.0%	—	$71.51	+127.40%	19 qtrssince 2021-Q2	Decreased 0
Showing 10 of 226 results.216 more with Pro.PROUpgrade to see all →