WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings232 positions
GLOBANT S A | 3.4M | $734.5M | 3.6% | $145.48 | +49.39% | 24 qtrssince 2019-Q1 | Decreased 0 |
HEALTHEQUITY INC | 7.5M | $720.9M | 3.6% | $64.74 | +48.21% | 24 qtrssince 2019-Q1 | Decreased 0 |
SHIFT4 PMTS INC | 5.8M | $603.1M | 3.0% | $74.75 | +40.27% | 8 qtrssince 2023-Q1 | Decreased 0 |
Nova Ltd | 2.4M | $475M | 2.4% | $112.61 | +74.90% | 20 qtrssince 2020-Q1 | Increased 74 |
PAYLOCITY HLDG CORP | 2.3M | $467.6M | 2.3% | $139.35 | +43.56% | 24 qtrssince 2019-Q1 | Decreased 0 |
ENSIGN GROUP INC | 3.5M | $464.6M | 2.3% | $57.84 | +129.07% | 24 qtrssince 2019-Q1 | Increased 56 |
RBC BEARINGS INC | 1.5M | $454.9M | 2.3% | $162.01 | +84.64% | 24 qtrssince 2019-Q1 | Decreased 0 |
BELLRING BRANDS INC COMMON STOCK | 5.9M | $444.7M | 2.2% | $33.50 | +124.92% | 11 qtrssince 2022-Q2 | Decreased 0 |
Ollies Bargain Outlet Holdings Inc. | 3.9M | $430.5M | 2.1% | $71.90 | +52.62% | 24 qtrssince 2019-Q1 | Decreased 0 |
VALVOLINE INC | 10.8M | $391.4M | 1.9% | $31.08 | +16.60% | 24 qtrssince 2019-Q1 | Increased 55 |
KADANT INC | 1.1M | $365.8M | 1.8% | $134.03 | +155.43% | 24 qtrssince 2019-Q1 | Decreased 0 |
CLEARWATER ANALYTICS HLDGS I | 12.4M | $341.7M | 1.7% | $19.21 | +44.00% | 14 qtrssince 2021-Q3 | Decreased 0 |
TREX CO INC | 4.6M | $317.5M | 1.6% | $50.81 | +35.87% | 24 qtrssince 2019-Q1 | Increased 55 |
Bank OZK | 7.1M | $316.3M | 1.6% | $27.27 | +52.57% | 24 qtrssince 2019-Q1 | Increased 58 |
Medpace Holdings Inc. | 936,842 | $311.2M | 1.5% | $112.37 | +195.66% | 24 qtrssince 2019-Q1 | Increased 50 |
| 2.5M | $289.4M | 1.4% | $41.07 | 0.00% | 24 qtrssince 2019-Q1 | Decreased 0 | |
FRESHPET INC COM | 1.9M | $288.3M | 1.4% | $72.37 | +104.66% | 24 qtrssince 2019-Q1 | Decreased 0 |
CASELLA WASTE SYS INC CL A | 2.6M | $272.7M | 1.4% | $101.24 | +4.52% | 4 qtrssince 2024-Q1 | Increased 67 |
INTRA-CELLULAR THERAPIES INC | 3.2M | $271.3M | 1.3% | — | — | 24 qtrssince 2019-Q1 | Decreased 0 |
SAIA INC | 576,087 | $262.5M | 1.3% | $327.20 | +39.28% | 10 qtrssince 2022-Q3 | Decreased 0 |
WASATCH ADVISORS LP manages $20.2B across 232 positions as of Q4 2024. Top holdings: GLOB (3.6%), HQY (3.6%), FOUR (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 15 new positions, 20 exits, 95 increased. Top move: NVMI (INCREASED, conviction 74). Portfolio: $20.2B across 232 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