WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q2 2022
Top Holdings250 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
GLOBANT SA | 3M | $525.2M | 3.3% | $127.10 | +43.29% | 14 qtrssince 2019-Q1 | Increased 62 |
ENSIGN GROUP INC/THE | 5.6M | $410.5M | 2.6% | $50.00 | +50.09% | 14 qtrssince 2019-Q1 | Decreased 0 |
HEALTHEQUITY INC | 6.6M | $406.9M | 2.6% | $62.91 | +0.99% | 14 qtrssince 2019-Q1 | Decreased 0 |
CYBERARK SOFTWARE LTD | 2.8M | $361.8M | 2.3% | $120.82 | +9.43% | 14 qtrssince 2019-Q1 | Decreased 0 |
BANK OZK | 9.6M | $360.3M | 2.3% | $25.07 | +30.71% | 14 qtrssince 2019-Q1 | Decreased 0 |
MEDPACE HOLDINGS INC | 2.4M | $355.2M | 2.2% | $94.08 | +59.41% | 14 qtrssince 2019-Q1 | Decreased 0 |
OLLIE'S BARGAIN OUTLET HOLDI | 5.8M | $339.3M | 2.1% | $71.59 | -15.75% | 14 qtrssince 2019-Q1 | Decreased 0 |
FIVE BELOW INC | 2.7M | $309M | 2.0% | $130.70 | -11.13% | 14 qtrssince 2019-Q1 | Increased 50 |
INTRA-CELLULAR THERAPIES INC | 5.4M | $307.7M | 1.9% | — | — | 14 qtrssince 2019-Q1 | Decreased 0 |
FIVE9 INC | 3.4M | $307.2M | 1.9% | $111.84 | -16.31% | 14 qtrssince 2019-Q1 | Increased 68 |
HELIOS TECHNOLOGIES INC | 4.6M | $305.8M | 1.9% | $42.73 | +48.89% | 13 qtrssince 2019-Q2 | Decreased 0 |
KADANT INC | 1.6M | $285.5M | 1.8% | $94.02 | +90.02% | 14 qtrssince 2019-Q1 | Decreased 0 |
TREX INC | 5M | $273.5M | 1.7% | $53.61 | +4.17% | 14 qtrssince 2019-Q1 | Increased 67 |
RBC BEARINGS INC | 1.4M | $264M | 1.7% | $128.83 | +41.61% | 14 qtrssince 2019-Q1 | Decreased 0 |
PAYLOCITY HLDG CORP | 1.5M | $257M | 1.6% | $111.95 | +58.73% | 14 qtrssince 2019-Q1 | Increased 57 |
ALTRA HOLDINGS INC | 6.9M | $242.2M | 1.5% | — | — | 14 qtrssince 2019-Q1 | Increased 53 |
EURONET WORLDWIDE INC | 2.4M | $238.2M | 1.5% | $126.09 | -18.33% | 14 qtrssince 2019-Q1 | Decreased 0 |
FOCUS FINL PARTNERS INC | 6.9M | $233.8M | 1.5% | — | — | 5 qtrssince 2021-Q2 | Increased 55 |
FLOOR & DECOR HOLDINGS INC-A | 3.7M | $229.9M | 1.5% | $49.74 | +33.22% | 14 qtrssince 2019-Q1 | Increased 53 |
BALCHEM CORP | 1.7M | $215.9M | 1.4% | $109.36 | +14.41% | 14 qtrssince 2019-Q1 | Increased 54 |
WASATCH ADVISORS LP manages $15.8B across 250 positions as of Q2 2022. Top holdings: GLOB (3.3%), ENSG (2.6%), HQY (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 13 new positions, 25 exits, 101 increased. Top move: FIVN (INCREASED, conviction 68). Portfolio: $15.8B across 250 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