WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q2 2020
Top Holdings241 positions
GLOBANT S A | 2.4M | $363.5M | 2.6% | $78.28 | +87.65% | 6 qtrssince 2019-Q1 | Decreased 0 |
Paylocity Holding Corp | 2.3M | $329.1M | 2.4% | $92.16 | +51.43% | 6 qtrssince 2019-Q1 | Decreased 0 |
Five9 Inc | 3M | $327.6M | 2.4% | $56.39 | +91.01% | 6 qtrssince 2019-Q1 | Decreased 0 |
Monolithic Power Systems Inc | 1.2M | $294.4M | 2.1% | $132.49 | +71.10% | 6 qtrssince 2019-Q1 | Decreased 0 |
Floor & Decor Holdings Inc | 4.7M | $269.6M | 2.0% | $47.07 | +22.47% | 6 qtrssince 2019-Q1 | Increased 65 |
Ollie's Bargain Outlet Holding | 2.7M | $267.6M | 1.9% | $67.32 | +45.04% | 6 qtrssince 2019-Q1 | Decreased 0 |
ICON PLC | 1.6M | $267.3M | 1.9% | $140.36 | +15.76% | 6 qtrssince 2019-Q1 | Decreased 0 |
HubSpot Inc | 1.1M | $253.8M | 1.8% | $181.49 | +19.93% | 6 qtrssince 2019-Q1 | Increased 70 |
FIVE BELOW INC | 2.4M | $253.4M | 1.8% | $113.17 | -5.53% | 6 qtrssince 2019-Q1 | Increased 52 |
EURONET WORLDWIDE INC | 2.6M | $246.3M | 1.8% | $126.75 | -24.40% | 6 qtrssince 2019-Q1 | Increased 49 |
MONRO INC | 4.4M | $241.7M | 1.7% | $66.96 | -31.47% | 6 qtrssince 2019-Q1 | Increased 49 |
Ensign Group Inc/The | 5.7M | $239.2M | 1.7% | $45.01 | -8.29% | 6 qtrssince 2019-Q1 | Increased 49 |
Medpace Holdings Inc | 2.6M | $238.2M | 1.7% | $70.27 | +32.38% | 6 qtrssince 2019-Q1 | Increased 54 |
Trex Co Inc | 1.8M | $232.8M | 1.7% | $32.20 | +101.97% | 6 qtrssince 2019-Q1 | Decreased 0 |
MEDALLIA INC | 8.6M | $218.3M | 1.6% | — | — | 4 qtrssince 2019-Q3 | Increased 49 |
RBC Bearings Inc | 1.6M | $216.9M | 1.6% | $125.23 | +1.94% | 6 qtrssince 2019-Q1 | Decreased 0 |
KORNIT DIGITAL LTD | 3.8M | $205.4M | 1.5% | $29.49 | +66.18% | 6 qtrssince 2019-Q1 | Decreased 0 |
Proofpoint Inc | 1.8M | $205.1M | 1.5% | — | — | 6 qtrssince 2019-Q1 | Increased 53 |
Barnes Group Inc | 5.1M | $201M | 1.5% | $13.89 | +62.00% | 6 qtrssince 2019-Q1 | Increased 51 |
HealthEquity Inc | 3.2M | $187.2M | 1.4% | $67.90 | -13.59% | 6 qtrssince 2019-Q1 | Increased 56 |
WASATCH ADVISORS LP manages $13.8B across 241 positions as of Q2 2020. Top holdings: GLOB (2.6%), PCTY (2.4%), FIVN (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 29 new positions, 24 exits, 111 increased. Top move: HUBS (INCREASED, conviction 70). Portfolio: $13.8B across 241 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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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