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Wasatch Advisors Lp Top Holdings and 13F Report (2026)

About Wasatch Advisors Lp

Investment Activity

  • Wasatch Advisors Lp has $15.06 billion in total holdings as of March 31, 2026.
  • Wasatch Advisors Lp owns shares of 213 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
  • Approximately 13.03% of the portfolio was purchased this quarter.
  • About 20.11% of the portfolio was sold this quarter.
  • This quarter, Wasatch Advisors Lp has purchased 226 new stocks and bought additional shares in 91 stocks.
  • Wasatch Advisors Lp sold shares of 95 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

HealthEquity
$601,949,194
The Ensign Group
$414,685,892
Camtek
$413,640,292
Medpace
$371,633,927
Nova
$370,284,933

Largest New Holdings this Quarter

759916109 - Repligen
$146,512,822 Holding
296315104 - ESCO Technologies
$81,106,028 Holding
26884U109 - EPR Properties
$48,633,012 Holding
58502B106 - Pediatrix Medical Group
$43,860,708 Holding
740444104 - Preformed Line Products
$30,564,697 Holding

Largest Purchases this Quarter

Repligen
1,243,531 shares (about $146.51M)
Champion Homes
1,885,046 shares (about $140.19M)
JFrog
2,710,167 shares (about $127.19M)
EVERUS CONSTR GROUP
856,912 shares (about $101.17M)
ESCO Technologies
288,254 shares (about $81.11M)

Largest Sales this Quarter

RBC Bearings
427,371 shares (about $232.11M)
Nova
485,482 shares (about $210.84M)
The Ensign Group
780,571 shares (about $157.29M)
Shift4 Payments
2,572,681 shares (about $112.50M)
Five Below
450,372 shares (about $102.90M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWasatch Advisors Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
HealthEquity, Inc. stock logo
HQY
HealthEquity
$601,949,194$51,252,478 â–²9.3%7,202,9344.0%Medical
The Ensign Group, Inc. stock logo
ENSG
The Ensign Group
$414,685,892$157,285,018 â–¼-27.5%2,057,9952.8%Medical
Camtek Ltd. stock logo
CAMT
Camtek
$413,640,292$66,659,733 â–¼-13.9%2,728,3182.7%Computer and Technology
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$371,633,927$60,323,869 â–²19.4%773,9312.5%Medical
Nova Ltd. stock logo
NVMI
Nova
$370,284,933$210,835,123 â–¼-36.3%852,6412.5%Computer and Technology
Fabrinet stock logo
FN
Fabrinet
$366,701,573$62,466,101 â–¼-14.6%703,1402.4%Computer and Technology
EVERUS CONSTR GROUP
$356,216,417$101,167,031 â–²39.7%3,017,2492.4%COM
Standex International Corporation stock logo
SXI
Standex International
$335,708,091$13,414,041 â–¼-3.8%1,317,2262.2%Industrials
RBC Bearings Incorporated stock logo
RBC
RBC Bearings
$312,818,654$232,113,738 â–¼-42.6%575,9662.1%Industrials
Kadant Inc stock logo
KAI
Kadant
$303,619,362$36,643,716 â–²13.7%1,038,5482.0%Industrials
SiteOne Landscape Supply, Inc. stock logo
SITE
SiteOne Landscape Supply
$282,396,060$4,438,819 â–²1.6%2,121,5241.9%Industrials
Bank OZK stock logo
OZK
Bank OZK
$281,140,381$37,581,475 â–¼-11.8%6,126,3981.9%Finance
Ollie's Bargain Outlet Holdings, Inc. stock logo
OLLI
Ollie's Bargain Outlet
$275,229,329$16,048,923 â–¼-5.5%2,990,3231.8%Consumer Staples
Valvoline stock logo
VVV
Valvoline
$269,305,583$4,982,990 â–¼-1.8%7,996,0091.8%Retail/Wholesale
Saia, Inc. stock logo
SAIA
Saia
$249,015,366$8,896,166 â–¼-3.4%708,8801.7%Transportation
Freshpet, Inc. stock logo
FRPT
Freshpet
$244,179,126$12,035,387 â–²5.2%4,141,4371.6%Consumer Staples
Balchem Corporation stock logo
BCPC
Balchem
$241,241,900$40,962,638 â–²20.5%1,423,4241.6%Basic Materials
Enpro Inc. stock logo
NPO
Enpro
$228,061,923$48,729,368 â–¼-17.6%909,8821.5%Business Services
CSW INDUSTRIALS INC
$227,657,932$53,988,497 â–²31.1%873,6591.5%COM
Moelis & Company stock logo
MC
Moelis & Company
$213,329,540$17,670,055 â–²9.0%3,742,6241.4%Finance
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$212,536,325$1,699,627 â–¼-0.8%122,9231.4%Retail/Wholesale
Casella Waste Systems, Inc. stock logo
CWST
Casella Waste Systems
$204,873,335$93,876,834 â–¼-31.4%2,582,2201.4%Business Services
Champion Homes, Inc. stock logo
SKY
Champion Homes
$203,533,362$140,190,871 â–²221.3%2,736,7671.4%Construction
LOAR HOLDINGS INC
$201,031,412$25,439,567 â–²14.5%3,509,0141.3%COM SHS
Paymentus Holdings, Inc. stock logo
PAY
Paymentus
$200,581,158$16,669,233 â–¼-7.7%7,896,8961.3%Business Services
Global-e Online Ltd. stock logo
GLBE
Global-e Online
$199,247,440$50,516,320 â–²34.0%6,458,5881.3%Retail/Wholesale
JFrog Ltd. stock logo
FROG
JFrog
$195,042,629$127,188,138 â–²187.4%4,156,0331.3%Computer and Technology
UFP Industries, Inc. stock logo
UFPI
UFP Industries
$187,732,085$46,484,581 â–²32.9%2,037,9081.2%Construction
AAON, Inc. stock logo
AAON
AAON
$187,686,765$36,137,256 â–²23.8%2,268,1181.2%Construction
Five Below, Inc. stock logo
FIVE
Five Below
$186,983,919$102,900,994 â–¼-35.5%818,3821.2%Retail/Wholesale
Shift4 Payments, Inc. stock logo
FOUR
Shift4 Payments
$183,939,050$112,503,340 â–¼-38.0%4,206,2441.2%Business Services
Vita Coco Company, Inc. stock logo
COCO
Vita Coco
$176,092,678$78,449,607 â–²80.3%3,675,4891.2%Consumer Staples
Hamilton Lane Inc. stock logo
HLNE
Hamilton Lane
$174,108,642$23,796,062 â–²15.8%1,751,5961.2%Finance
XPEL, Inc. stock logo
XPEL
XPEL
$170,160,845$1,331,075 â–²0.8%3,844,5741.1%Auto/Tires/Trucks
CCC Intelligent Solutions Holdings Inc. stock logo
CCCS
CCC Intelligent Solutions
$169,390,560$32,644,608 â–²23.9%28,231,7601.1%Computer and Technology
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$168,541,191$72,877,977 â–¼-30.2%2,956,8631.1%Computer and Technology
Federal Signal Corporation stock logo
FSS
Federal Signal
$162,911,612$20,513,834 â–¼-11.2%1,506,4881.1%Multi-Sector Conglomerates
UFP Technologies, Inc. stock logo
UFPT
UFP Technologies
$150,487,797$7,992,970 â–²5.6%777,3131.0%Industrials
Floor & Decor Holdings, Inc. stock logo
FND
Floor & Decor
$147,171,359$27,622,195 â–²23.1%2,897,0741.0%Retail/Wholesale
RLI Corp. stock logo
RLI
RLI
$147,160,633$36,606,504 â–²33.1%2,579,9551.0%Finance
Repligen Corporation stock logo
RGEN
Repligen
$146,512,822$146,512,822 â–²New Holding1,243,5311.0%Medical
BBB FOODS INC
$145,010,810$24,424,541 â–²20.3%4,099,8251.0%CL A COM
Nu Holdings Ltd. stock logo
NU
NU
$144,440,860$2,228,773 â–¼-1.5%10,051,5561.0%Finance
Sea Limited Sponsored ADR stock logo
SE
SEA
$134,392,101$13,427,062 â–²11.1%1,622,8970.9%Computer and Technology
Cohen & Steers Inc stock logo
CNS
Cohen & Steers
$131,199,157$6,011,366 â–²4.8%2,097,5090.9%Finance
Trex Company, Inc. stock logo
TREX
Trex
$128,808,435$2,356,847 â–¼-1.8%3,536,7500.9%Construction
Inter & Co. Inc. stock logo
INTR
Inter & Co. Inc.
$120,742,215$1,723,491 â–¼-1.4%15,168,6200.8%Finance
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$119,870,695$26,912,574 â–²29.0%801,4890.8%Computer and Technology
Novanta Inc. stock logo
NOVT
Novanta
$117,713,741$41,558,539 â–²54.6%996,6450.8%Computer and Technology
PJT Partners Inc. stock logo
PJT
PJT Partners
$115,204,310$33,173,440 â–²40.4%824,5370.8%Finance
Goosehead Insurance stock logo
GSHD
Goosehead Insurance
$97,786,404$23,850,651 â–²32.3%2,292,2270.6%Finance
CTS Corporation stock logo
CTS
CTS
$95,230,049$12,824,467 â–¼-11.9%1,993,9290.6%Computer and Technology
Bel Fuse Inc. stock logo
BELFB
Bel Fuse
$94,774,808$13,506,592 â–²16.6%478,7090.6%Computer and Technology
Construction Partners, Inc. stock logo
ROAD
Construction Partners
$92,945,213$25,491,150 â–²37.8%836,4400.6%Construction
Wingstop Inc. stock logo
WING
Wingstop
$88,655,548$32,966,768 â–²59.2%572,0820.6%Retail/Wholesale
DXP Enterprises, Inc. stock logo
DXPE
DXP Enterprises
$88,538,657$16,916,412 â–¼-16.0%633,6410.6%Industrials
Paylocity Holding Corporation stock logo
PCTY
Paylocity
$87,297,616$3,670,659 â–¼-4.0%808,0120.6%Computer and Technology
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$87,248,942$34,098,051 â–²64.2%2,339,7410.6%Computer and Technology
Allison Transmission Holdings, Inc. stock logo
ALSN
Allison Transmission
$85,960,319$23,292,365 â–¼-21.3%734,3270.6%Auto/Tires/Trucks
Addus HomeCare Corporation stock logo
ADUS
Addus HomeCare
$81,271,811$3,715,657 â–¼-4.4%867,8250.5%Medical
ESCO Technologies Inc. stock logo
ESE
ESCO Technologies
$81,106,028$81,106,028 â–²New Holding288,2540.5%Industrials
Arlo Technologies, Inc. stock logo
ARLO
Arlo Technologies
$77,215,779$1,476,818 â–²1.9%5,426,2670.5%Computer and Technology
ICF International, Inc. stock logo
ICFI
ICF International
$76,705,957$93,349,423 â–¼-54.9%1,174,8500.5%Business Services
Limbach Holdings, Inc. stock logo
LMB
Limbach
$75,680,324$2,166,278 â–¼-2.8%969,6390.5%Construction
Hawkins, Inc. stock logo
HWKN
Hawkins
$72,141,619$12,709,939 â–¼-15.0%469,6720.5%Basic Materials
Universal Technical Institute Inc stock logo
UTI
Universal Technical Institute
$71,433,814$8,082,537 â–²12.8%1,978,7760.5%Consumer Discretionary
Agilysys, Inc. stock logo
AGYS
Agilysys
$67,848,352$16,815,575 â–²33.0%953,7300.5%Computer and Technology
Cactus, Inc. stock logo
WHD
Cactus
$63,922,025$28,211,772 â–²79.0%1,349,4200.4%Energy
AxoGen, Inc. stock logo
AXGN
AxoGen
$61,534,006$30,936,065 â–²101.1%1,857,3500.4%Medical
Alamo Group, Inc. stock logo
ALG
Alamo Group
$61,220,037$2,642,654 â–²4.5%371,0980.4%Industrials
Artisan Partners Asset Management Inc. stock logo
APAM
Artisan Partners Asset Management
$57,188,159$3,195,078 â–¼-5.3%1,571,5350.4%Finance
Fresh Del Monte Produce, Inc. stock logo
FDP
Fresh Del Monte Produce
$55,758,530$16,118,011 â–¼-22.4%1,384,9610.4%Consumer Staples
Frontdoor Inc. stock logo
FTDR
Frontdoor
$54,611,833$4,193,331 â–¼-7.1%1,033,1410.4%Construction
Granite Construction Incorporated stock logo
GVA
Granite Construction
$53,896,729$26,077,017 â–¼-32.6%449,5890.4%Construction
Grand Canyon Education, Inc. stock logo
LOPE
Grand Canyon Education
$53,763,826$28,391,949 â–¼-34.6%316,2020.4%Consumer Discretionary
Axos Financial, Inc stock logo
AX
Axos Financial
$52,447,859$113,170 â–¼-0.2%616,3810.3%Finance
HELIOS TECHNOLOGIES INC
$51,703,808$13,512,936 â–²35.4%799,0080.3%COM
EPR Properties stock logo
EPR
EPR Properties
$48,633,012$48,633,012 â–²New Holding973,4390.3%Finance
Sally Beauty Holdings, Inc. stock logo
SBH
Sally Beauty
$47,003,285$7,428,157 â–¼-13.6%3,393,7390.3%Retail/Wholesale
ADT Inc. stock logo
ADT
ADT
$46,290,091$55,746 â–¼-0.1%7,045,6760.3%Industrials
Dutch Bros Inc. stock logo
BROS
Dutch Bros
$44,672,241$2,882,098 â–²6.9%881,8050.3%Retail/Wholesale
StepStone Group Inc. stock logo
STEP
StepStone Group
$43,984,478$203,478 â–²0.5%921,7200.3%Finance
Pediatrix Medical Group, Inc. stock logo
MD
Pediatrix Medical Group
$43,860,708$43,860,708 â–²New Holding2,050,5240.3%Medical
The Pennant Group, Inc. stock logo
PNTG
The Pennant Group
$43,241,580$25,457,719 â–²143.2%1,418,6870.3%Medical
Esperion Therapeutics, Inc. stock logo
ESPR
Esperion Therapeutics
$43,206,778$17,325,398 â–²66.9%15,768,8970.3%Medical
NPK INTERNATIONAL INC
$42,006,814$9,898,351 â–²30.8%2,899,0210.3%COM SHS
SERVISFIRST BANCSHARES INC
$40,213,303$5,119,803 â–²14.6%552,1530.3%COM
ScanSource, Inc. stock logo
SCSC
ScanSource
$39,929,710$145,164 â–¼-0.4%1,099,9920.3%Industrials
Oshkosh Corporation stock logo
OSK
Oshkosh
$38,375,586$26,171,141 â–¼-40.5%260,6860.3%Auto/Tires/Trucks
Esquire Financial Holdings, Inc. stock logo
ESQ
Esquire Financial
$36,984,945$1,777,405 â–¼-4.6%344,0460.2%Finance
Shake Shack, Inc. stock logo
SHAK
Shake Shack
$36,032,327$5,096,934 â–²16.5%407,2830.2%Retail/Wholesale
Euronet Worldwide, Inc. stock logo
EEFT
Euronet Worldwide
$34,429,703$14,530,185 â–¼-29.7%518,7540.2%Finance
TransMedics Group, Inc. stock logo
TMDX
TransMedics Group
$34,410,175$1,421,165 â–²4.3%346,1440.2%Medical
Hancock Whitney Corporation stock logo
HWC
Hancock Whitney
$33,004,164$45,276 â–¼-0.1%519,0150.2%Finance
BellRing Brands Inc. stock logo
BRBR
BellRing Brands
$32,089,365$65,495,680 â–¼-67.1%1,994,3670.2%Consumer Staples
Mama's Creations, Inc. stock logo
MAMA
Mama's Creations
$31,861,656$10,563,385 â–¼-24.9%2,077,0310.2%Consumer Staples
Lincoln Educational Services Corporation stock logo
LINC
Lincoln Educational Services
$31,622,639$13,767,251 â–¼-30.3%777,3510.2%Consumer Discretionary
Red Violet, Inc. stock logo
RDVT
Red Violet
$31,542,606$3,820,567 â–²13.8%911,6360.2%Computer and Technology
Preformed Line Products Company stock logo
PLPC
Preformed Line Products
$30,564,697$30,564,697 â–²New Holding112,8890.2%Computer and Technology
PATTERN GROUP INC
$30,358,957$5,430,294 â–²21.8%2,442,3940.2%COM SER A

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