WASATCH ADVISORS LP
Institutional investor · Portfolio as of Q4 2024
Top Holdings232 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
GLOBANT SA | 3.4M | $734.5M | 3.6% | $145.48 | +49.39% | 24 qtrssince 2019-Q1 | Decreased 0 |
HEALTHEQUITY INC | 7.5M | $720.9M | 3.6% | $64.40 | +50.38% | 24 qtrssince 2019-Q1 | Decreased 0 |
SHIFT4 PAYMENTS INC-CLASS A | 5.8M | $603.1M | 3.0% | $74.75 | +40.27% | 8 qtrssince 2023-Q1 | Decreased 0 |
NOVA LTD | 2.4M | $475M | 2.4% | $112.75 | +74.88% | 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/THE | 3.5M | $464.6M | 2.3% | $57.73 | +129.51% | 24 qtrssince 2019-Q1 | Increased 56 |
RBC BEARINGS INC | 1.5M | $454.9M | 2.3% | $161.63 | +83.81% | 24 qtrssince 2019-Q1 | Decreased 0 |
BELLRING BRANDS INC | 5.9M | $444.7M | 2.2% | $33.43 | +126.27% | 11 qtrssince 2022-Q2 | Decreased 0 |
OLLIE'S BARGAIN OUTLET HOLDI | 3.9M | $430.5M | 2.1% | $73.18 | +51.01% | 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 HDS-A | 12.4M | $341.7M | 1.7% | $19.21 | +44.00% | 14 qtrssince 2021-Q3 | Decreased 0 |
TREX INC | 4.6M | $317.5M | 1.6% | $57.80 | +19.77% | 24 qtrssince 2019-Q1 | Increased 55 |
BANK OZK | 7.1M | $316.3M | 1.6% | $27.87 | +51.96% | 24 qtrssince 2019-Q1 | Increased 58 |
MEDPACE HOLDINGS INC | 936,842 | $311.2M | 1.5% | $111.52 | +198.90% | 24 qtrssince 2019-Q1 | Increased 50 |
| 2.5M | $289.4M | 1.4% | $41.07 | 0.00% | 24 qtrssince 2019-Q1 | Decreased 0 | |
FRESHPET INC | 1.9M | $288.3M | 1.4% | $72.55 | +106.06% | 24 qtrssince 2019-Q1 | Decreased 0 |
CASELLA WASTE SYSTEMS INC-A | 2.6M | $272.7M | 1.4% | $101.11 | +4.26% | 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% | $328.87 | +39.69% | 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: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
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
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