WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q3 2026
Top Holdings229 positions
HEALTHEQUITY INC | 7M | $620.2M | 4.6% | $70.35 | +31.49% | 31 qtrssince 2019-Q1 | Decreased 0 |
OLLIES BARGAIN OUTLET HLDGS | 5.1M | $439.9M | 3.3% | $76.29 | +25.25% | 31 qtrssince 2019-Q1 | Increased 67 |
ENSIGN GROUP INC | 2M | $350.6M | 2.6% | $72.62 | +145.25% | 31 qtrssince 2019-Q1 | Decreased 0 |
GLOBAL E ONLINE LTD | 8.6M | $341.4M | 2.5% | $33.33 | +20.70% | 18 qtrssince 2022-Q2 | Increased 55 |
MEDPACE HLDGS INC | 465,944 | $290.8M | 2.2% | $192.84 | +225.98% | 31 qtrssince 2019-Q1 | Decreased 0 |
PAYMENTUS HOLDINGS INC | 9M | $276.2M | 2.1% | $31.18 | +3.05% | 6 qtrssince 2025-Q2 | Increased 72 |
CASELLA WASTE SYS INC | 3.1M | $245.6M | 1.8% | $101.68 | -14.93% | 11 qtrssince 2024-Q1 | Decreased 0 |
AAON INC | 3M | $244.9M | 1.8% | $76.93 | +0.47% | 31 qtrssince 2019-Q1 | Increased 60 |
KADANT INC | 876,946 | $229.3M | 1.7% | $163.55 | +58.19% | 31 qtrssince 2019-Q1 | Increased 49 |
CAMTEK LTD | 1.5M | $229M | 1.7% | $71.56 | +83.59% | 22 qtrssince 2021-Q2 | Decreased 0 |
CHAMPION HOMES INC | 2.6M | $225.8M | 1.7% | $65.25 | +22.51% | 31 qtrssince 2019-Q1 | Decreased 0 |
RLI CORP | 4M | $223.3M | 1.7% | $60.38 | -1.48% | 6 qtrssince 2025-Q2 | Increased 54 |
BBB Foods Inc | 3.9M | $205.8M | 1.5% | $30.15 | +85.84% | 7 qtrssince 2025-Q1 | Decreased 0 |
CTS CORP | 3.4M | $199.7M | 1.5% | $54.63 | +1.20% | 12 qtrssince 2023-Q4 | Decreased 0 |
PJT PARTNERS INC | 1.4M | $193.1M | 1.4% | $157.79 | -13.74% | 5 qtrssince 2025-Q3 | Decreased 0 |
STANDEX INTL CORP | 700,580 | $191.3M | 1.4% | $186.81 | +42.76% | 11 qtrssince 2024-Q1 | Decreased 0 |
MERCADOLIBRE INC | 101,868 | $176.1M | 1.3% | $1,064.95 | +74.37% | 31 qtrssince 2019-Q1 | Decreased 0 |
REPLIGEN CORP | 907,159 | $174.4M | 1.3% | $121.88 | +51.11% | 3 qtrssince 2026-Q1 | Decreased 0 |
CSW INDUSTRIALS INC | 596,128 | $171.7M | 1.3% | $233.76 | +24.55% | 16 qtrssince 2022-Q4 | Decreased 0 |
FRESHPET INC | 2.9M | $169.6M | 1.3% | $71.46 | -5.33% | 31 qtrssince 2019-Q1 | Increased 50 |
WASATCH ADVISORS LP manages $13.5B across 229 positions as of Q3 2026. Top holdings: HQY (4.6%), OLLI (3.3%), ENSG (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 30 new positions, 20 exits, 74 increased. Top move: PAY (INCREASED, conviction 72). Portfolio: $13.5B across 229 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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