WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q2 2026
Top Holdings219 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HEALTHEQUITY INC | 8M | $719M | 4.7% | $69.90 | +37.87% | 30 qtrssince 2019-Q1 | Increased 64 |
ENSIGN GROUP INC | 2.3M | $365.2M | 2.4% | $72.50 | +138.61% | 30 qtrssince 2019-Q1 | Increased 59 |
Camtek Ltd | 2.1M | $346.1M | 2.3% | $71.51 | +89.59% | 21 qtrssince 2021-Q2 | Decreased 0 |
CASELLA WASTE SYS INC | 3.5M | $342.5M | 2.2% | $101.68 | -7.86% | 10 qtrssince 2024-Q1 | Increased 69 |
MEDPACE HLDGS INC | 636,595 | $337.1M | 2.2% | $189.48 | +216.99% | 30 qtrssince 2019-Q1 | Decreased 0 |
OLLIES BARGAIN OUTLET HLDGS | 4.4M | $335.4M | 2.2% | $75.44 | -4.01% | 30 qtrssince 2019-Q1 | Increased 72 |
STANDEX INTL CORP | 846,255 | $302.7M | 2.0% | $186.81 | +59.75% | 10 qtrssince 2024-Q1 | Decreased 0 |
AAON INC | 2.3M | $296.7M | 1.9% | $77.61 | -2.24% | 30 qtrssince 2019-Q1 | Increased 50 |
GLOBAL E ONLINE LTD | 8.3M | $287.4M | 1.9% | $33.81 | +18.14% | 17 qtrssince 2022-Q2 | Increased 61 |
NOVA LTD | 512,690 | $278.4M | 1.8% | $119.95 | +191.01% | 26 qtrssince 2020-Q1 | Decreased 0 |
KADANT INC | 868,696 | $273M | 1.8% | $162.62 | +85.86% | 30 qtrssince 2019-Q1 | Decreased 0 |
LOAR HOLDINGS INC | 3.2M | $261.3M | 1.7% | $80.65 | -11.10% | 7 qtrssince 2024-Q4 | Decreased 0 |
JFROG LTD | 2.9M | $260.9M | 1.7% | $36.21 | +172.68% | 16 qtrssince 2022-Q3 | Decreased 0 |
BANK OZK LITTLE ROCK ARK | 4.7M | $244.6M | 1.6% | $33.85 | +45.96% | 30 qtrssince 2019-Q1 | Decreased 0 |
CHAMPION HOMES INC | 2.7M | $242.1M | 1.6% | $75.11 | +20.12% | 30 qtrssince 2019-Q1 | Increased 48 |
VALVOLINE INC | 6.1M | $240.2M | 1.6% | $31.66 | +1.41% | 30 qtrssince 2019-Q1 | Decreased 0 |
CTS CORP | 3.6M | $234.7M | 1.5% | $54.67 | +3.47% | 11 qtrssince 2023-Q4 | Increased 74 |
PJT PARTNERS INC | 1.5M | $223.1M | 1.5% | $160.60 | +13.83% | 4 qtrssince 2025-Q3 | Increased 74 |
REPLIGEN CORP | 1.6M | $217M | 1.4% | $125.98 | +39.92% | 2 qtrssince 2026-Q1 | Increased 60 |
RLI CORP | 3.6M | $214.5M | 1.4% | $64.10 | +0.33% | 5 qtrssince 2025-Q2 | Increased 64 |
WASATCH ADVISORS LP manages $15.3B across 219 positions as of Q2 2026. Top holdings: HQY (4.7%), ENSG (2.4%), CAMT (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 25 new positions, 19 exits, 68 increased. Top move: CTS (INCREASED, conviction 74). Portfolio: $15.3B across 219 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR