WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q1 2025
Top Holdings234 positions
HEALTHEQUITY INC | 7.2M | $639.3M | 3.6% | $64.74 | +36.51% | 25 qtrssince 2019-Q1 | Decreased 0 |
OLLIES BARGAIN OUTLET HLDGS | 4M | $466.9M | 2.6% | $72.88 | +59.66% | 25 qtrssince 2019-Q1 | Increased 55 |
SHIFT4 PMTS INC | 5.4M | $445.1M | 2.5% | $75.56 | +8.14% | 9 qtrssince 2023-Q1 | Decreased 0 |
VALVOLINE INC | 12.7M | $440.4M | 2.5% | $31.60 | +10.14% | 25 qtrssince 2019-Q1 | Increased 62 |
PAYLOCITY HLDG CORP | 2.3M | $434.7M | 2.4% | $139.09 | +34.69% | 25 qtrssince 2019-Q1 | Decreased 0 |
ENSIGN GROUP INC | 3.4M | $434.6M | 2.4% | $57.84 | +123.22% | 25 qtrssince 2019-Q1 | Decreased 0 |
RBC BEARINGS INC | 1.3M | $430M | 2.4% | $162.01 | +98.61% | 25 qtrssince 2019-Q1 | Decreased 0 |
BELLRING BRANDS INC | 5.4M | $402.5M | 2.2% | $33.50 | +122.29% | 12 qtrssince 2022-Q2 | Decreased 0 |
GLOBANT S A | 3.3M | $391M | 2.2% | $145.08 | -18.86% | 25 qtrssince 2019-Q1 | Decreased 0 |
NOVA LTD | 2.1M | $386.9M | 2.2% | $112.61 | +63.69% | 21 qtrssince 2020-Q1 | Decreased 0 |
CASELLA WASTE SYS INC | 3M | $332.7M | 1.9% | $102.64 | +8.65% | 5 qtrssince 2024-Q1 | Increased 56 |
| 3.1M | $328.5M | 1.8% | $41.07 | 0.00% | 25 qtrssince 2019-Q1 | Increased 59 | |
TREX INC | 5.6M | $324.7M | 1.8% | $52.10 | +11.52% | 25 qtrssince 2019-Q1 | Increased 59 |
KADANT INC | 949,632 | $319.9M | 1.8% | $134.03 | +149.68% | 25 qtrssince 2019-Q1 | Decreased 0 |
BANK OZK LITTLE ROCK ARK | 7.2M | $314.1M | 1.8% | $27.21 | +49.06% | 25 qtrssince 2019-Q1 | Increased 50 |
HAMILTON LANE INC | 2M | $295.2M | 1.6% | $66.96 | +115.20% | 25 qtrssince 2019-Q1 | Increased 56 |
MERCADOLIBRE INC | 144,455 | $281.8M | 1.6% | $1,029.22 | +89.55% | 25 qtrssince 2019-Q1 | Decreased 0 |
MEDPACE HLDGS INC | 829,460 | $252.7M | 1.4% | $112.37 | +171.16% | 25 qtrssince 2019-Q1 | Decreased 0 |
CLEARWATER ANALYTICS HLDGS I | 9.3M | $249M | 1.4% | $19.21 | +38.07% | 15 qtrssince 2021-Q3 | Decreased 0 |
INSPIRE MED SYS INC | 1.5M | $242.8M | 1.4% | $151.00 | +5.49% | 25 qtrssince 2019-Q1 | Increased 56 |
WASATCH ADVISORS LP manages $17.9B across 234 positions as of Q1 2025. Top holdings: HQY (3.6%), OLLI (2.6%), FOUR (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 20 new positions, 18 exits, 111 increased. Top move: VVV (INCREASED, conviction 62). Portfolio: $17.9B across 234 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