WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q1 2024
Top Holdings247 positions
GLOBANT S A | 3.3M | $673.7M | 3.5% | $143.56 | +40.64% | 21 qtrssince 2019-Q1 | Increased 62 |
HEALTHEQUITY INC | 7.4M | $604.8M | 3.2% | $63.60 | +28.35% | 21 qtrssince 2019-Q1 | Increased 63 |
ENSIGN GROUP INC | 4.2M | $518.9M | 2.7% | $54.27 | +128.33% | 21 qtrssince 2019-Q1 | Decreased 0 |
RBC BEARINGS INC | 1.8M | $483.4M | 2.5% | $162.01 | +66.87% | 21 qtrssince 2019-Q1 | Increased 54 |
NOVA LTD | 2.6M | $465.4M | 2.4% | $71.00 | +149.82% | 17 qtrssince 2020-Q1 | Decreased 0 |
PAYLOCITY HLDG CORP | 2.4M | $411.9M | 2.2% | $139.63 | +23.08% | 21 qtrssince 2019-Q1 | Increased 69 |
MEDPACE HLDGS INC | 974,415 | $393.8M | 2.1% | $105.55 | +282.89% | 21 qtrssince 2019-Q1 | Decreased 0 |
VALVOLINE INC | 8.5M | $379.2M | 2.0% | $28.59 | +55.90% | 21 qtrssince 2019-Q1 | Increased 60 |
BELLRING BRANDS INC | 6M | $353.1M | 1.8% | $30.36 | +94.44% | 8 qtrssince 2022-Q2 | Decreased 0 |
FIVE BELOW INC | 1.9M | $340.3M | 1.8% | $135.56 | +33.80% | 21 qtrssince 2019-Q1 | Increased 50 |
GUIDEWIRE SOFTWARE INC | 2.9M | $335.5M | 1.8% | $79.54 | +46.73% | 21 qtrssince 2019-Q1 | Increased 51 |
KADANT INC | 962,799 | $315.9M | 1.7% | $95.36 | +240.38% | 21 qtrssince 2019-Q1 | Decreased 0 |
OLLIES BARGAIN OUTLET HLDGS | 3.9M | $311.7M | 1.6% | $68.83 | +15.61% | 21 qtrssince 2019-Q1 | Increased 51 |
FRESHPET INC | 2.6M | $304.7M | 1.6% | $72.37 | +60.10% | 21 qtrssince 2019-Q1 | Decreased 0 |
BANK OZK LITTLE ROCK ARK | 6.5M | $294.7M | 1.5% | $24.24 | +68.58% | 21 qtrssince 2019-Q1 | Decreased 0 |
TREX INC | 3M | $294.4M | 1.5% | $41.28 | +141.64% | 21 qtrssince 2019-Q1 | Decreased 0 |
BALCHEM CORP | 1.9M | $291.6M | 1.5% | $112.68 | +35.96% | 21 qtrssince 2019-Q1 | Decreased 0 |
CLEARWATER ANALYTICS HLDGS I | 16.4M | $290M | 1.5% | $19.06 | -7.19% | 11 qtrssince 2021-Q3 | Increased 63 |
| 3.3M | $287M | 1.5% | $41.07 | 0.00% | 21 qtrssince 2019-Q1 | Increased 65 | |
HAMILTON LANE INC | 2.5M | $282.7M | 1.5% | $54.32 | +98.44% | 21 qtrssince 2019-Q1 | Decreased 0 |
WASATCH ADVISORS LP manages $19.1B across 247 positions as of Q1 2024. Top holdings: GLOB (3.5%), HQY (3.2%), ENSG (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 19 new positions, 21 exits, 109 increased. Top move: PCTY (INCREASED, conviction 69). Portfolio: $19.1B across 247 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