WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q3 2020
Top Holdings246 positions
GLOBANT S A | 2.2M | $391.5M | 2.5% | $78.28 | +128.36% | 7 qtrssince 2019-Q1 | Decreased 0 |
FIVE9 INC | 2.9M | $381.5M | 2.4% | $56.39 | +128.28% | 7 qtrssince 2019-Q1 | Decreased 0 |
PAYLOCITY HLDG CORP | 2.3M | $367.8M | 2.3% | $92.86 | +74.81% | 7 qtrssince 2019-Q1 | Increased 54 |
Floor And Decor Holding Inc. | 4.8M | $360.4M | 2.3% | $47.88 | +56.21% | 7 qtrssince 2019-Q1 | Increased 55 |
ENSIGN GROUP INC | 6.1M | $349.5M | 2.2% | $45.77 | +23.08% | 7 qtrssince 2019-Q1 | Increased 57 |
Monolithic Power Systems Inc. | 1.2M | $339.9M | 2.2% | $132.49 | +102.23% | 7 qtrssince 2019-Q1 | Decreased 0 |
HUBSPOT INC | 1.1M | $324.5M | 2.1% | $181.49 | +65.08% | 7 qtrssince 2019-Q1 | Decreased 0 |
FIVE BELOW INC | 2.4M | $309.7M | 2.0% | $113.56 | +11.84% | 7 qtrssince 2019-Q1 | Increased 50 |
ICON PLC | 1.6M | $299.8M | 1.9% | $140.36 | +34.44% | 7 qtrssince 2019-Q1 | Decreased 0 |
KORNIT DIGITAL LTD | 4.5M | $291M | 1.9% | $34.38 | +85.79% | 7 qtrssince 2019-Q1 | Increased 56 |
CYBERARK SOFTWARE LTD | 2.6M | $269.8M | 1.7% | $103.97 | -1.76% | 7 qtrssince 2019-Q1 | Increased 66 |
Medpace Holdings Inc. | 2.3M | $253.8M | 1.6% | $70.27 | +59.04% | 7 qtrssince 2019-Q1 | Decreased 0 |
TREX CO INC | 3.5M | $252.5M | 1.6% | $32.33 | +118.94% | 7 qtrssince 2019-Q1 | Increased 78 |
MEDALLIA INC | 8.9M | $243.8M | 1.6% | — | — | 5 qtrssince 2019-Q3 | Increased 50 |
EURONET WORLDWIDE INC | 2.6M | $241.3M | 1.5% | $126.76 | -30.12% | 7 qtrssince 2019-Q1 | Increased 50 |
FRESHPET INC COM | 2.1M | $237.4M | 1.5% | $54.15 | +106.18% | 7 qtrssince 2019-Q1 | Increased 50 |
LGI HOMES INC | 2M | $234.2M | 1.5% | $59.81 | +90.26% | 7 qtrssince 2019-Q1 | Decreased 0 |
Ollies Bargain Outlet Holdings Inc. | 2.6M | $229.2M | 1.5% | $67.32 | +29.75% | 7 qtrssince 2019-Q1 | Decreased 0 |
POOL CORP | 618,206 | $206.8M | 1.3% | $150.61 | +105.03% | 7 qtrssince 2019-Q1 | Decreased 0 |
HEALTHEQUITY INC | 4M | $204M | 1.3% | $64.65 | -20.54% | 7 qtrssince 2019-Q1 | Increased 59 |
WASATCH ADVISORS LP manages $15.7B across 246 positions as of Q3 2020. Top holdings: GLOB (2.5%), FIVN (2.4%), PCTY (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 25 new positions, 20 exits, 128 increased. Top move: TREX (INCREASED, conviction 78). Portfolio: $15.7B across 246 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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