WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q4 2020
Top Holdings252 positions
CyberArk Software Ltd | 3.4M | $545.2M | 2.7% | $116.91 | +37.72% | 8 qtrssince 2019-Q1 | Increased 68 |
Five9 Inc | 2.8M | $484.9M | 2.4% | $56.39 | +209.98% | 8 qtrssince 2019-Q1 | Decreased 0 |
Ensign Group Inc/The | 6.1M | $441.7M | 2.2% | $45.77 | +57.40% | 8 qtrssince 2019-Q1 | Decreased 0 |
GLOBANT S A | 2M | $437.3M | 2.2% | $78.28 | +178.32% | 8 qtrssince 2019-Q1 | Decreased 0 |
EURONET WORLDWIDE INC | 2.9M | $413.5M | 2.0% | $127.08 | +14.04% | 8 qtrssince 2019-Q1 | Increased 58 |
KORNIT DIGITAL LTD | 4.5M | $402.1M | 2.0% | $34.69 | +159.41% | 8 qtrssince 2019-Q1 | Increased 49 |
Medpace Holdings Inc | 2.8M | $395.5M | 1.9% | $84.10 | +65.51% | 8 qtrssince 2019-Q1 | Increased 60 |
FIVE BELOW INC | 2.2M | $392.2M | 1.9% | $113.56 | +54.09% | 8 qtrssince 2019-Q1 | Decreased 0 |
Floor & Decor Holdings Inc | 4.2M | $385.5M | 1.9% | $47.88 | +93.90% | 8 qtrssince 2019-Q1 | Decreased 0 |
Paylocity Holding Corp | 1.8M | $375.9M | 1.9% | $92.86 | +122.52% | 8 qtrssince 2019-Q1 | Decreased 0 |
Monolithic Power Systems Inc | 1M | $374.4M | 1.8% | $132.49 | +165.26% | 8 qtrssince 2019-Q1 | Decreased 0 |
HealthEquity Inc | 5.3M | $370.8M | 1.8% | $65.93 | +5.73% | 8 qtrssince 2019-Q1 | Increased 63 |
HubSpot Inc | 891,100 | $353.3M | 1.7% | $181.49 | +117.76% | 8 qtrssince 2019-Q1 | Decreased 0 |
OPEN LENDING CORP | 9.9M | $345.5M | 1.7% | $24.64 | +36.19% | 3 qtrssince 2020-Q2 | Increased 69 |
ICON PLC | 1.6M | $310M | 1.5% | $141.08 | +37.27% | 8 qtrssince 2019-Q1 | Increased 49 |
FRESHPET INC | 2.1M | $301M | 1.5% | $54.15 | +162.21% | 8 qtrssince 2019-Q1 | Decreased 0 |
MEDALLIA INC | 9M | $298.4M | 1.5% | — | — | 6 qtrssince 2019-Q3 | Increased 49 |
Trex Co Inc | 3.5M | $294.8M | 1.5% | $32.20 | +160.00% | 8 qtrssince 2019-Q1 | Decreased 0 |
RBC Bearings Inc | 1.6M | $294.8M | 1.5% | $125.77 | +36.17% | 8 qtrssince 2019-Q1 | Increased 49 |
Altra Industrial Motion Corp | 5.3M | $294.7M | 1.5% | — | — | 8 qtrssince 2019-Q1 | Increased 49 |
WASATCH ADVISORS LP manages $20.3B across 252 positions as of Q4 2020. Top holdings: CYBR (2.7%), FIVN (2.4%), ENSG (2.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 31 new positions, 25 exits, 120 increased. Top move: LPRO (INCREASED, conviction 69). Portfolio: $20.3B across 252 positions.
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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
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