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WASATCH ADVISORS LP

hedge fundUpdated 62 days ago

Managed by Wasatch Advisors Inc • Latest filing Q2 2026

Portfolio value
$15.3B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-1.5%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$16.1B
Q2 2023$16.5B
Q3 2023$15.8B
Q4 2023$18.2B
Q1 2024$19.1B
Q2 2024$18.7B
Q3 2024$20.4B
Q4 2024$20.2B
Q1 2025$17.9B
Q2 2025$19.1B
Q3 2025$18.6B
Q4 2025$16.8B
Q1 2026$15.1B
Q2 2026$15.3B

Top holdings

219 positions as of Q2 2026

View filing
?
1.N/A

HEALTHEQUITY INC

+10.5%
Value
$719M
Shares
7.96M
% Port
4.71%
E

ENSIGN GROUP INC

+10.7%
Value
$365.2M
Shares
2.28M
% Port
2.39%
C

CAMTEK LTD

-22.2%
Value
$346.1M
Shares
2.12M
% Port
2.27%
C

CASELLA WASTE SYS INC

+36.8%
Value
$342.5M
Shares
3.53M
% Port
2.24%
M

MEDPACE HLDGS INC

-17.8%
Value
$337.1M
Shares
636.6K
% Port
2.21%
O

OLLIES BARGAIN OUTLET HLDGS

+45.9%
Value
$335.4M
Shares
4.36M
% Port
2.19%
S
7.SXI

STANDEX INTL CORP

-35.8%
Value
$302.7M
Shares
846.3K
% Port
1.98%
?
8.N/A

AAON INC

+3.1%
Value
$296.7M
Shares
2.34M
% Port
1.94%
G

GLOBAL E ONLINE LTD

+28.1%
Value
$287.4M
Shares
8.28M
% Port
1.88%
?
10.N/A

NOVA LTD

-39.9%
Value
$278.4M
Shares
512.7K
% Port
1.82%
K
11.KAI

KADANT INC

-16.4%
Value
$273M
Shares
868.7K
% Port
1.79%
L
12.LOAR

LOAR HOLDINGS INC

-7.6%
Value
$261.3M
Shares
3.24M
% Port
1.71%
F
13.FROG

JFROG LTD

-30.9%
Value
$260.9M
Shares
2.87M
% Port
1.71%
O

BANK OZK LITTLE ROCK ARK

-23.4%
Value
$244.6M
Shares
4.70M
% Port
1.60%
?
15.N/A

CHAMPION HOMES INC

+0.4%
Value
$242.1M
Shares
2.75M
% Port
1.58%
V
16.VVV

VALVOLINE INC

-24.0%
Value
$240.2M
Shares
6.07M
% Port
1.57%
C
17.CTS

CTS CORP

+80.5%
Value
$234.7M
Shares
3.60M
% Port
1.54%
P
18.PJT

PJT PARTNERS INC

+79.3%
Value
$223.1M
Shares
1.48M
% Port
1.46%
R
19.RGEN

REPLIGEN CORP

+27.9%
Value
$217M
Shares
1.59M
% Port
1.42%
R
20.RLI

RLI CORP

+40.8%
Value
$214.5M
Shares
3.63M
% Port
1.40%

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