WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q3 2024
Top Holdings237 positions
GLOBANT S A | 3.5M | $689.6M | 3.4% | $145.48 | +35.86% | 23 qtrssince 2019-Q1 | Increased 59 |
HEALTHEQUITY INC | 7.8M | $635.1M | 3.1% | $64.74 | +26.43% | 23 qtrssince 2019-Q1 | Increased 62 |
SHIFT4 PMTS INC | 5.9M | $521.3M | 2.6% | $75.56 | +17.25% | 7 qtrssince 2023-Q1 | Increased 75 |
ENSIGN GROUP INC | 3.3M | $480M | 2.4% | $54.27 | +164.17% | 23 qtrssince 2019-Q1 | Decreased 0 |
CLEARWATER ANALYTICS HLDGS I | 18.1M | $457.9M | 2.2% | $19.21 | +31.15% | 13 qtrssince 2021-Q3 | Increased 55 |
RBC BEARINGS INC | 1.5M | $457.3M | 2.2% | $162.01 | +84.79% | 23 qtrssince 2019-Q1 | Decreased 0 |
PAYLOCITY HLDG CORP | 2.5M | $413.3M | 2.0% | $139.09 | +18.61% | 23 qtrssince 2019-Q1 | Decreased 0 |
VALVOLINE INC | 9.7M | $407.5M | 2.0% | $30.49 | +37.25% | 23 qtrssince 2019-Q1 | Increased 57 |
BELLRING BRANDS INC | 6.7M | $406.9M | 2.0% | $33.50 | +81.27% | 10 qtrssince 2022-Q2 | Increased 53 |
OLLIES BARGAIN OUTLET HLDGS | 4M | $389.4M | 1.9% | $71.90 | +35.20% | 23 qtrssince 2019-Q1 | Decreased 0 |
KADANT INC | 1.1M | $388.5M | 1.9% | $134.03 | +150.01% | 23 qtrssince 2019-Q1 | Decreased 0 |
GUIDEWIRE SOFTWARE INC | 2M | $357.3M | 1.8% | $79.54 | +129.99% | 23 qtrssince 2019-Q1 | Decreased 0 |
NOVA LTD | 1.6M | $336.5M | 1.6% | $71.00 | +193.43% | 19 qtrssince 2020-Q1 | Decreased 0 |
HAMILTON LANE INC | 1.9M | $326.2M | 1.6% | $54.32 | +198.53% | 23 qtrssince 2019-Q1 | Decreased 0 |
MERCADOLIBRE INC | 147,969 | $303.6M | 1.5% | $1,020.94 | +100.99% | 23 qtrssince 2019-Q1 | Decreased 0 |
MEDPACE HLDGS INC | 908,681 | $303.3M | 1.5% | $105.55 | +216.24% | 23 qtrssince 2019-Q1 | Decreased 0 |
SAIA INC | 692,405 | $302.8M | 1.5% | $327.20 | +33.64% | 9 qtrssince 2022-Q3 | Increased 54 |
NATIONAL STORAGE AFFILIATES | 6.2M | $297.5M | 1.5% | $29.20 | +47.18% | 23 qtrssince 2019-Q1 | Decreased 0 |
COHEN & STEERS INC | 3M | $290.9M | 1.4% | $57.36 | +56.59% | 22 qtrssince 2019-Q2 | Decreased 0 |
| 2.9M | $288.7M | 1.4% | $41.07 | 0.00% | 23 qtrssince 2019-Q1 | Decreased 0 |
WASATCH ADVISORS LP manages $20.4B across 237 positions as of Q3 2024. Top holdings: GLOB (3.4%), HQY (3.1%), FOUR (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 17 new positions, 17 exits, 91 increased. Top move: FOUR (INCREASED, conviction 75). Portfolio: $20.4B 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
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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