Wasatch Advisors Lp Top Holdings and 13F Report (2025) About Wasatch Advisors LpInvestment ActivityWasatch Advisors Lp has $19.10 billion in total holdings as of June 30, 2025.Wasatch Advisors Lp owns shares of 230 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 12.03% of the portfolio was purchased this quarter.About 13.05% of the portfolio was sold this quarter.This quarter, Wasatch Advisors Lp has purchased 234 new stocks and bought additional shares in 107 stocks.Wasatch Advisors Lp sold shares of 94 stocks and completely divested from 25 stocks this quarter.Largest Holdings HealthEquity $639,147,465Shift4 Payments $628,215,375Nova $605,700,890The Ensign Group $548,961,206Ollie's Bargain Outlet $535,309,732 Largest New Holdings this Quarter 974155103 - Wingstop $114,758,298 Holding92538J106 - Vertex $88,292,625 Holding749607107 - RLI $84,607,680 Holding011311107 - Alamo Group $51,427,398 Holding70439P108 - Paymentus $49,581,961 Holding Largest Purchases this Quarter LOAR HOLDINGS INC 1,953,148 shares (about $168.30M)Fabrinet 553,196 shares (about $163.02M)Procore Technologies 1,717,492 shares (about $117.51M)Wingstop 340,792 shares (about $114.76M)ACV Auctions 5,475,874 shares (about $88.82M) Largest Sales this Quarter CyberArk Software 460,664 shares (about $187.43M)MarketAxess 651,516 shares (about $145.51M)YETI 3,870,285 shares (about $121.99M)HealthEquity 1,132,972 shares (about $118.69M)Guidewire Software 424,927 shares (about $100.05M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWasatch Advisors Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHQYHealthEquity$639,147,465$118,690,147 ▼-15.7%6,101,0643.3%MedicalFOURShift4 Payments$628,215,375$88,306,019 ▲16.4%6,338,5673.3%Business ServicesNVMINova$605,700,890$28,139,200 ▲4.9%2,200,9483.2%Computer and TechnologyENSGThe Ensign Group$548,961,206$30,849,378 ▲6.0%3,558,6752.9%MedicalOLLIOllie's Bargain Outlet$535,309,732$6,536,683 ▲1.2%4,062,1472.8%Consumer StaplesFNFabrinet$524,431,682$163,015,797 ▲45.1%1,779,6652.7%Computer and TechnologyRBCRBC Bearings$508,966,494$5,260,216 ▼-1.0%1,322,6782.7%IndustrialsCWSTCasella Waste Systems$393,690,752$49,487,520 ▲14.4%3,412,1232.1%Business ServicesVVVValvoline$393,240,565$85,865,264 ▼-17.9%10,383,9602.1%Retail/WholesaleMELIMercadoLibre$330,245,219$47,306,703 ▼-12.5%126,3551.7%Retail/WholesalePCTYPaylocity$322,034,966$98,424,763 ▼-23.4%1,777,3331.7%Computer and TechnologyPNFPPinnacle Financial Partners$319,310,247$22,748,766 ▼-6.7%2,892,0411.7%FinancePCORProcore Technologies$318,592,325$117,510,803 ▲58.4%4,656,4211.7%Computer and TechnologyKAIKadant$312,432,068$10,971,389 ▲3.6%984,1931.6%IndustrialsBRBRBellRing Brands$299,741,754$13,374,647 ▼-4.3%5,174,2061.6%Consumer StaplesMEDPMedpace$296,853,182$36,518,866 ▲14.0%945,8141.6%MedicalCAMTCamtek$296,528,835$46,514,088 ▲18.6%3,506,7271.6%Computer and TechnologyGLOBGlobant$295,643,867$6,091,640 ▼-2.0%3,254,5561.5%Computer and TechnologyTREXTrex$281,995,756$21,954,511 ▼-7.2%5,185,6521.5%ConstructionFRPTFreshpet$260,921,003$75,858,107 ▲41.0%3,839,3321.4%Consumer StaplesOZKBank OZK$259,453,969$80,711,336 ▼-23.7%5,513,2591.4%FinanceSESEA$243,877,312$24,281,771 ▼-9.1%1,524,8051.3%Computer and TechnologyGSHDGoosehead Insurance$240,074,183$26,776,011 ▲12.6%2,275,3691.3%FinanceSITESiteOne Landscape Supply$236,375,658$5,366,954 ▼-2.2%1,954,4871.2%IndustrialsSAIASaia$226,229,981$45,615,499 ▲25.3%825,6871.2%TransportationLOAR HOLDINGS INC$226,166,004$168,302,763 ▲290.9%2,624,6491.2%COM SHSFIVEFive Below$214,289,089$84,614,642 ▼-28.3%1,633,5501.1%Retail/WholesaleINSPInspire Medical Systems$212,095,439$14,312,074 ▲7.2%1,634,3951.1%MedicalHLNEHamilton Lane$211,506,395$70,644,583 ▼-25.0%1,488,2241.1%FinanceCWANClearwater Analytics$209,812,885$6,023,382 ▲3.0%9,567,3911.1%Computer and TechnologyFNDFloor & Decor$206,397,221$33,224,600 ▲19.2%2,717,1831.1%Retail/WholesaleNPOEnpro$204,152,266$51,892,619 ▲34.1%1,065,7911.1%Business ServicesCSW INDUSTRIALS INC$202,976,970$33,969,277 ▲20.1%707,6561.1%COMMORNMorningstar$202,421,750$6,104,683 ▼-2.9%644,7991.1%Business ServicesQTWOQ2$196,355,283$2,385,890 ▲1.2%2,098,0371.0%Computer and TechnologyICFIICF International$188,022,824$614,825 ▼-0.3%2,219,6061.0%Business ServicesCNSCohen & Steers$185,790,344$24,395,241 ▲15.1%2,465,6981.0%FinanceMCMoelis & Company$177,338,104$6,997,352 ▲4.1%2,845,6050.9%FinanceMODModine Manufacturing$176,552,681$2,359,568 ▲1.4%1,792,4130.9%Auto/Tires/TrucksNUNU$175,558,746$92,070,200 ▼-34.4%12,795,8270.9%FinanceNCNOnCino$173,883,253$13,212,497 ▼-7.1%6,216,7770.9%Computer and TechnologyGWREGuidewire Software$173,189,486$100,049,062 ▼-36.6%735,5680.9%Computer and TechnologyUFPTUFP Technologies$158,938,394$2,141,283 ▲1.4%650,9600.8%IndustrialsCERTCertara$158,334,719$49,657,491 ▲45.7%13,532,8820.8%MedicalBCPCBalchem$152,846,646$17,339,427 ▼-10.2%960,0920.8%Basic MaterialsNSANational Storage Affiliates Trust$150,306,487$42,046,089 ▼-21.9%4,698,5460.8%FinanceNOVTNovanta$141,826,739$13,535,716 ▲10.6%1,100,0290.7%Computer and TechnologyXPELXPEL$141,708,429$6,762,411 ▲5.0%3,947,3100.7%Auto/Tires/TrucksUFPIUFP Industries$139,952,336$6,741,477 ▲5.1%1,408,5380.7%ConstructionPOOLPool$136,377,371$37,526,301 ▼-21.6%467,8790.7%Consumer DiscretionarySXIStandex International$135,641,558$52,098,608 ▲62.4%866,8300.7%IndustrialsCCCSCCC Intelligent Solutions$133,070,913$25,903,001 ▼-16.3%14,141,4360.7%Computer and TechnologyAAONAAON$124,076,926$5,610,162 ▼-4.3%1,682,3990.6%ConstructionROADConstruction Partners$119,237,551$51,423,046 ▼-30.1%1,121,9190.6%ConstructionACVAACV Auctions$118,331,388$88,818,676 ▲301.0%7,295,4000.6%Retail/WholesaleAGYSAgilysys$115,203,800$5,793,447 ▲5.3%1,004,9180.6%Computer and TechnologyGLBEGlobal-e Online$114,847,064$80,231,839 ▲231.8%3,424,1820.6%Retail/WholesaleWINGWingstop$114,758,298$114,758,298 ▲New Holding340,7920.6%Retail/WholesaleFROGJFrog$112,227,620$3,253,834 ▲3.0%2,557,6030.6%Computer and TechnologyARHSArhaus$110,137,256$7,034,292 ▲6.8%12,703,2590.6%Retail/WholesaleADUSAddus HomeCare$107,029,249$36,443,927 ▼-25.4%929,1540.6%MedicalMMYTMakeMyTrip$98,986,477$17,018,428 ▲20.8%1,009,8600.5%Computer and TechnologyCOCOVita Coco$95,406,957$1,573,382 ▼-1.6%2,642,8520.5%Consumer StaplesLMBLimbach$89,506,948$33,270,248 ▲59.2%638,8790.5%ConstructionVERXVertex$88,292,625$88,292,625 ▲New Holding2,498,7300.5%Computer and TechnologyRLIRLI$84,607,680$84,607,680 ▲New Holding1,171,5270.4%FinanceVITLVital Farms$79,921,412$35,573,490 ▲80.2%2,074,8030.4%Consumer StaplesARLOArlo Technologies$79,353,805$18,358,233 ▲30.1%4,678,8800.4%Computer and TechnologySHAKShake Shack$78,630,128$9,670,468 ▼-11.0%559,2470.4%Retail/WholesaleLGIHLGI Homes$75,623,890$2,513,918 ▲3.4%1,467,8550.4%FinanceCTSCTS$72,806,216$10,390,917 ▼-12.5%1,708,6650.4%Computer and TechnologyGVAGranite Construction$71,709,827$14,947,293 ▼-17.2%766,8680.4%ConstructionAXAXOS FINANCIAL$69,124,542$7,984,276 ▼-10.4%909,0550.4%FinanceVECOVeeco Instruments$69,023,057$3,210,113 ▲4.9%3,396,8040.4%Computer and TechnologyALSNAllison Transmission$68,916,480$8,735,850 ▲14.5%725,5130.4%Auto/Tires/TrucksUTIUniversal Technical Institute$65,312,639$10,883,536 ▼-14.3%1,927,1950.3%Consumer DiscretionarySTEPStepStone Group$61,667,993$910,755 ▲1.5%1,111,1350.3%FinanceEEFTEuronet Worldwide$61,592,608$526,365 ▼-0.8%607,5420.3%FinanceBBB FOODS INC$60,850,253$46,174,263 ▲314.6%2,192,0120.3%CL A COMAPAMArtisan Partners Asset Management$60,643,484$194,343 ▲0.3%1,368,0010.3%FinanceYETIYETI$60,445,936$121,991,384 ▼-66.9%1,917,7010.3%Consumer DiscretionaryALKTAlkami Technology$58,311,557$70,437 ▼-0.1%1,934,6900.3%Computer and TechnologyEPAMEPAM Systems$56,374,637$10,374,914 ▲22.6%318,8250.3%Computer and TechnologyFTDRFrontdoor$55,561,147$12,788,801 ▼-18.7%942,6730.3%ConstructionTGNATEGNA$54,339,607$53,372,304 ▲5,517.6%3,242,2200.3%Consumer DiscretionaryLOPEGrand Canyon Education$53,951,373$5,384,799 ▼-9.1%285,4570.3%Consumer DiscretionaryGDYNGrid Dynamics$53,933,395$1,297,284 ▲2.5%4,669,5580.3%Computer and TechnologyHWKNHawkins$53,910,609$2,796,954 ▼-4.9%379,3850.3%Basic MaterialsALGAlamo Group$51,427,398$51,427,398 ▲New Holding235,4950.3%IndustrialsMTDRMatador Resources$50,294,494$3,551,847 ▼-6.6%1,053,9500.3%EnergyPAYPaymentus$49,581,961$49,581,961 ▲New Holding1,513,9530.3%Business ServicesSKYChampion Homes$48,591,183$16,388,042 ▼-25.2%776,0930.3%ConstructionBHEBenchmark Electronics$47,754,105$266,684 ▲0.6%1,229,8250.3%Computer and TechnologyCPACopa$45,186,563$11,512,539 ▼-20.3%410,8990.2%TransportationTMDXTransMedics Group$44,937,037$15,807,685 ▼-26.0%335,3260.2%MedicalFDPFresh Del Monte Produce$44,010,734$44,010,734 ▲New Holding1,357,5180.2%Consumer StaplesWEAVWeave Communications$43,624,580$1,918,434 ▼-4.2%5,243,3390.2%Computer and TechnologySLVMSylvamo$41,944,772$2,928,295 ▲7.5%837,2210.2%Basic MaterialsFLOFlowers Foods$40,802,181$7,904,683 ▼-16.2%2,553,3280.2%Consumer StaplesRDVTRed Violet$39,607,279$2,404,207 ▼-5.7%805,0260.2%Computer and TechnologyShowing largest 100 holdings. 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