WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q2 2024
Top Holdings237 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HEALTHEQUITY INC | 7.3M | $627.2M | 3.4% | $63.36 | +36.04% | 22 qtrssince 2019-Q1 | Decreased 0 |
GLOBANT SA | 3.4M | $604.5M | 3.2% | $144.12 | +23.69% | 22 qtrssince 2019-Q1 | Increased 59 |
ENSIGN GROUP INC/THE | 4.1M | $502.7M | 2.7% | $54.16 | +127.83% | 22 qtrssince 2019-Q1 | Decreased 0 |
NOVA LTD | 2M | $476.3M | 2.5% | $71.11 | +229.81% | 18 qtrssince 2020-Q1 | Decreased 0 |
RBC BEARINGS INC | 1.7M | $468.7M | 2.5% | $161.63 | +66.91% | 22 qtrssince 2019-Q1 | Decreased 0 |
OLLIE'S BARGAIN OUTLET HOLDI | 4.4M | $429.5M | 2.3% | $73.18 | +34.15% | 22 qtrssince 2019-Q1 | Increased 60 |
MEDPACE HOLDINGS INC | 967,283 | $398.4M | 2.1% | $104.65 | +293.56% | 22 qtrssince 2019-Q1 | Decreased 0 |
GUIDEWIRE SOFTWARE INC | 2.7M | $370.4M | 2.0% | $79.31 | +73.85% | 22 qtrssince 2019-Q1 | Decreased 0 |
VALVOLINE INC | 8.3M | $360.3M | 1.9% | $28.61 | +51.01% | 22 qtrssince 2019-Q1 | Decreased 0 |
BELLRING BRANDS INC | 6.2M | $354.6M | 1.9% | $31.22 | +83.00% | 9 qtrssince 2022-Q2 | Increased 51 |
KADANT INC | 1.2M | $352.6M | 1.9% | $134.03 | +117.07% | 22 qtrssince 2019-Q1 | Increased 60 |
PAYLOCITY HLDG CORP | 2.6M | $339.5M | 1.8% | $139.35 | -5.38% | 22 qtrssince 2019-Q1 | Increased 53 |
CLEARWATER ANALYTICS HDS-A | 17.6M | $325.5M | 1.7% | $19.02 | -2.65% | 12 qtrssince 2021-Q3 | Increased 52 |
FIVE BELOW INC | 2.8M | $301.8M | 1.6% | $127.97 | -14.85% | 22 qtrssince 2019-Q1 | Increased 67 |
SAIA INC | 628,054 | $297.9M | 1.6% | $318.04 | +49.13% | 8 qtrssince 2022-Q3 | Increased 73 |
FRESHPET INC | 2.2M | $286.4M | 1.5% | $72.55 | +78.35% | 22 qtrssince 2019-Q1 | Decreased 0 |
SHIFT4 PAYMENTS INC-CLASS A | 3.9M | $286.2M | 1.5% | $68.09 | +7.72% | 6 qtrssince 2023-Q1 | Increased 55 |
NATIONAL STORAGE AFFILIATES | 6.9M | $284.2M | 1.5% | $29.20 | +24.39% | 22 qtrssince 2019-Q1 | Increased 51 |
HAMILTON LANE INC-CLASS A | 2.3M | $279.6M | 1.5% | $55.46 | +118.16% | 22 qtrssince 2019-Q1 | Decreased 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 21.6M | $278.4M | 1.5% | $7.54 | +70.97% | 10 qtrssince 2022-Q1 | Increased 56 |
WASATCH ADVISORS LP manages $18.7B across 237 positions as of Q2 2024. Top holdings: HQY (3.4%), GLOB (3.2%), ENSG (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 12 new positions, 22 exits, 105 increased. Top move: SAIA (INCREASED, conviction 73). Portfolio: $18.7B across 237 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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