Wasatch Advisors LP
Net seller this quarter
$15.3B
219
-$1.9B
23.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HQY | $719M | 4.71% | 9.52% | +10.5% | Q2 2020 |
 ENSG | $365M | 2.39% | 3.91% | +10.7% | Q3 2013 |
 CAMT | $346M | 2.27% | 4.63% | -22.2% | Q1 2022 |
 CWST | $342M | 2.24% | Not reported | +36.8% | Q1 2024 |
 MEDP | $337M | 2.21% | 2.28% | -17.8% | Q2 2020 |
| OLLI | $335M | 2.19% | 7.22% | +45.9% | Q2 2020 |
 SXI | $303M | 1.98% | 7.02% | -35.8% | Q1 2024 |
 AAON | $297M | 1.94% | 2.84% | +3.1% | Q2 2020 |
 GLBE | $287M | 1.88% | 4.90% | +28.1% | Q2 2022 |
 NVMI | $278M | 1.82% | 1.61% | -39.9% | Q2 2020 |
 KAI | $273M | 1.79% | 7.36% | -16.4% | Q2 2020 |
 LOAR | $261M | 1.71% | 3.46% | -7.6% | Q4 2024 |
 FROG | $261M | 1.71% | 2.33% | -30.9% | Q3 2022 |
 OZK | $245M | 1.60% | Not reported | -23.4% | Q2 2020 |
| SKY | $242M | 1.58% | 5.01% | +0.4% | Q2 2020 |
 VVV | $240M | 1.57% | 4.76% | -24.0% | Q2 2020 |
 CTS | $235M | 1.54% | 12.60% | +80.5% | Q4 2023 |
 PJT | $223M | 1.46% | 5.96% | +79.3% | Q3 2025 |
 RGEN | $217M | 1.42% | 2.82% | +27.9% | Q1 2026 |
 RLI | $214M | 1.40% | 3.96% | +40.8% | Q3 2013 |
 MC | $212M | 1.39% | Not reported | -13.3% | Q2 2020 |
 RBC | $207M | 1.36% | 0.98% | -44.1% | Q2 2020 |
 MELI | $205M | 1.34% | 0.24% | -1.6% | Q2 2020 |
 ECG | $199M | 1.30% | 2.34% | -60.3% | Q4 2025 |
 CSW | $193M | 1.26% | 4.25% | -20.7% | Q4 2022 |
 TREX | $188M | 1.23% | 3.69% | +6.2% | Q3 2013 |
 UFPT | $181M | 1.19% | 8.82% | -12.1% | Q2 2020 |
 XPEL | $181M | 1.18% | 13.24% | -5.1% | Q3 2020 |
 BCPC | $178M | 1.16% | 3.29% | -26.2% | Q3 2013 |
 TBBB | $177M | 1.16% | Not reported | +3.4% | Q1 2025 |
 FSS | $175M | 1.15% | 2.24% | -9.4% | Q3 2025 |
 ALSN | $170M | 1.11% | 1.82% | +105.7% | Q2 2023 |
 NPO | $169M | 1.11% | 2.13% | -50.6% | Q1 2025 |
 ESE | $167M | 1.09% | 1.84% | +65.7% | Q1 2026 |
 FRPT | $167M | 1.09% | 5.80% | -31.9% | Q2 2020 |
 BELFB | $163M | 1.07% | Not reported | +2.2% | Q1 2025 |
 PLPC | $155M | 1.01% | 7.73% | +234.3% | Q1 2026 |
 PAY | $150M | 0.98% | 5.98% | -21.6% | Q2 2025 |
 COCO | $149M | 0.98% | 3.93% | -38.6% | Q3 2023 |
 SITE | $145M | 0.95% | 2.90% | -40.2% | Q2 2020 |
 SAIA | $144M | 0.94% | 1.29% | -51.7% | Q3 2013 |
 SE | $141M | 0.92% | 0.83% | -9.3% | Q2 2020 |
 SNEX | $140M | 0.91% | 0.98% | New | Q2 2026 |
 FND | $137M | 0.90% | 2.16% | -20.5% | Q2 2020 |
 FN | $137M | 0.89% | 0.68% | -65.5% | Q3 2013 |
 MMYT | $132M | 0.86% | Not reported | +5.7% | Q3 2013 |
 UFPI | $127M | 0.83% | 2.53% | -31.6% | Q3 2023 |
 NU | $124M | 0.81% | Not reported | -7.7% | Q1 2022 |
 NOVT | $123M | 0.81% | 2.13% | -23.7% | Q2 2020 |
 ROAD | $120M | 0.78% | 5.26% | +20.6% | Q2 2020 |
| Q1 2026 | |||||
| HQY | $602M | 4.00% | 8.53% | +9.3% | Q2 2020 |
| ENSG | $415M | 2.75% | 3.52% | -27.5% | Q3 2013 |
| CAMT | $414M | 2.75% | 5.95% | -13.9% | Q1 2022 |
| MEDP | $372M | 2.47% | 2.71% | +19.4% | Q2 2020 |
| NVMI | $370M | 2.46% | 2.68% | -36.3% | Q2 2020 |
| FN | $367M | 2.44% | 1.96% | -14.6% | Q3 2013 |
| ECG | $356M | 2.37% | 5.91% | +39.7% | Q4 2025 |
| SXI | $336M | 2.23% | 10.93% | -3.8% | Q1 2024 |
| RBC | $313M | 2.08% | 1.76% | -42.6% | Q2 2020 |
| KAI | $304M | 2.02% | 8.81% | +13.7% | Q2 2020 |
| SITE | $282M | 1.88% | 4.79% | +1.6% | Q2 2020 |
| OZK | $281M | 1.87% | Not reported | -11.8% | Q2 2020 |
| OLLI | $275M | 1.83% | 4.91% | -5.5% | Q2 2020 |
| VVV | $269M | 1.79% | 6.27% | -1.8% | Q2 2020 |
| SAIA | $249M | 1.65% | 2.66% | -3.5% | Q3 2013 |
| FRPT | $244M | 1.62% | 8.43% | +5.2% | Q2 2020 |
| BCPC | $241M | 1.60% | 4.43% | +20.5% | Q3 2013 |
| NPO | $228M | 1.51% | 4.28% | -17.6% | Q1 2025 |
| CSW | $228M | 1.51% | 5.30% | +31.1% | Q4 2022 |
| MC | $213M | 1.42% | Not reported | +9.0% | Q2 2020 |
| MELI | $213M | 1.41% | 0.24% | -0.8% | Q2 2020 |
| CWST | $205M | 1.36% | Not reported | -31.4% | Q1 2024 |
| SKY | $204M | 1.35% | 4.95% | +221.3% | Q2 2020 |
| LOAR | $201M | 1.34% | 3.75% | +14.5% | Q4 2024 |
| PAY | $201M | 1.33% | 7.63% | -7.7% | Q2 2025 |
| GLBE | $199M | 1.32% | 3.82% | +34.0% | Q2 2022 |
| FROG | $195M | 1.30% | 3.43% | +187.4% | Q3 2022 |
| UFPI | $188M | 1.25% | 3.61% | +32.9% | Q3 2023 |
| AAON | $188M | 1.25% | 2.77% | +23.9% | Q2 2020 |
 FIVE | $187M | 1.24% | 1.48% | -35.5% | Q2 2020 |
 FOUR | $184M | 1.22% | 5.18% | -38.0% | Q1 2023 |
| COCO | $176M | 1.17% | 6.44% | +80.3% | Q3 2023 |
 HLNE | $174M | 1.16% | Not reported | +15.8% | Q2 2020 |
| XPEL | $170M | 1.13% | 13.95% | +0.8% | Q3 2020 |
 CCC | $169M | 1.12% | 4.65% | +23.9% | Q2 2024 |
 PCOR | $169M | 1.12% | 1.96% | -30.2% | Q4 2023 |
| FSS | $163M | 1.08% | 2.47% | -11.2% | Q3 2025 |
| UFPT | $150M | 1.00% | 10.05% | +5.6% | Q2 2020 |
| FND | $147M | 0.98% | 2.68% | +23.1% | Q2 2020 |
| RLI | $147M | 0.98% | 2.81% | +33.1% | Q3 2013 |
| RGEN | $147M | 0.97% | 2.20% | New | Q1 2026 |
| TBBB | $145M | 0.96% | Not reported | +20.3% | Q1 2025 |
| NU | $144M | 0.96% | Not reported | -1.5% | Q1 2022 |
| SE | $134M | 0.89% | 0.92% | +11.1% | Q2 2020 |
 CNS | $131M | 0.87% | 4.08% | +4.8% | Q2 2020 |
| TREX | $129M | 0.86% | 3.40% | -1.8% | Q3 2013 |
 INTR | $121M | 0.80% | 6.64% | -1.4% | Q3 2025 |
 GWRE | $120M | 0.80% | 0.95% | +29.0% | Q2 2020 |
| NOVT | $118M | 0.78% | 2.79% | +54.6% | Q2 2020 |
| PJT | $115M | 0.77% | 3.32% | +40.4% | Q3 2025 |
| Q4 2025 | |||||
| HQY | $604M | 3.59% | 7.71% | +4.5% | Q2 2020 |
| ENSG | $494M | 2.94% | 4.89% | -19.7% | Q3 2013 |
| RBC | $450M | 2.67% | 3.07% | -22.9% | Q2 2020 |
| NVMI | $439M | 2.61% | 4.21% | -31.1% | Q2 2020 |
| FOUR | $427M | 2.54% | 8.18% | +10.1% | Q1 2023 |
| FN | $375M | 2.23% | 2.30% | -42.9% | Q3 2013 |
| CWST | $369M | 2.19% | Not reported | +1.5% | Q1 2024 |
| MEDP | $364M | 2.16% | 2.29% | -30.0% | Q2 2020 |
| OLLI | $347M | 2.06% | 5.16% | -14.2% | Q2 2020 |
| CAMT | $337M | 2.00% | 6.91% | -21.2% | Q1 2022 |
| OZK | $320M | 1.90% | Not reported | -6.6% | Q2 2020 |
| PCOR | $308M | 1.83% | 2.79% | -14.8% | Q4 2023 |
| SXI | $298M | 1.77% | 11.37% | +61.3% | Q1 2024 |
| PAY | $270M | 1.61% | 8.27% | +82.2% | Q2 2025 |
| KAI | $260M | 1.55% | 7.75% | +3.2% | Q2 2020 |
| SITE | $260M | 1.55% | 4.70% | -4.1% | Q2 2020 |
| MELI | $250M | 1.48% | 0.24% | -4.6% | Q2 2020 |
| FRPT | $240M | 1.43% | 8.04% | +4.3% | Q2 2020 |
| SAIA | $240M | 1.42% | 2.76% | -4.8% | Q3 2013 |
| FIVE | $239M | 1.42% | 2.30% | -15.0% | Q2 2020 |
| VVV | $237M | 1.41% | 6.40% | -20.4% | Q2 2020 |
| NPO | $236M | 1.41% | 5.24% | -4.2% | Q1 2025 |
| MC | $236M | 1.40% | Not reported | +3.9% | Q2 2020 |
 ICFI | $222M | 1.32% | 14.27% | +0.4% | Q2 2020 |
| LOAR | $208M | 1.24% | 3.27% | +17.3% | Q4 2024 |
| CWAN | $203M | 1.21% | Not reported | -8.5% | Q1 2022 |
| HLNE | $203M | 1.21% | Not reported | +2.7% | Q2 2020 |
| CSW | $196M | 1.16% | 3.99% | +11.0% | Q4 2022 |
| XPEL | $190M | 1.13% | 13.82% | +16.6% | Q3 2020 |
| GLBE | $190M | 1.13% | 2.85% | +40.0% | Q2 2022 |
| SE | $186M | 1.11% | 0.83% | -6.0% | Q2 2020 |
| ECG | $185M | 1.10% | 4.24% | New | Q4 2025 |
| FSS | $184M | 1.09% | 2.79% | +15.7% | Q3 2025 |
| BCPC | $181M | 1.08% | 3.69% | +9.3% | Q3 2013 |
| CCC | $181M | 1.08% | 3.76% | +12.1% | Q2 2024 |
 MOD | $175M | 1.04% | 2.50% | -22.0% | Q3 2024 |
| NU | $171M | 1.02% | Not reported | -8.7% | Q1 2022 |
| UFPT | $163M | 0.97% | 9.59% | +14.6% | Q2 2020 |
 BRBR | $162M | 0.96% | 5.07% | -10.2% | Q2 2022 |
 CERT | $152M | 0.90% | 10.82% | -1.0% | Q2 2023 |
| FND | $143M | 0.85% | 2.18% | -6.9% | Q2 2020 |
| AAON | $140M | 0.83% | 2.24% | -14.4% | Q2 2020 |
| UFPI | $140M | 0.83% | 2.71% | +18.7% | Q3 2023 |
 QTWO | $132M | 0.79% | 2.92% | -15.1% | Q2 2020 |
| INTR | $130M | 0.78% | 6.73% | +170.8% | Q3 2025 |
 PCTY | $128M | 0.76% | 1.56% | -35.1% | Q2 2020 |
 GSHD | $128M | 0.76% | 8.20% | -21.8% | Q2 2020 |
| TREX | $126M | 0.75% | 3.41% | -30.3% | Q3 2013 |
| CNS | $126M | 0.75% | 3.92% | -3.9% | Q2 2020 |
| GWRE | $125M | 0.74% | 0.73% | -20.8% | Q2 2020 |
| Q3 2025 | |||||
| NVMI | $621M | 3.34% | 6.55% | -11.8% | Q2 2020 |
| ENSG | $610M | 3.28% | 6.10% | -0.7% | Q3 2013 |
| HQY | $598M | 3.22% | 7.32% | +3.4% | Q2 2020 |
| FN | $525M | 2.83% | 4.02% | -19.1% | Q3 2013 |
| RBC | $508M | 2.73% | 3.98% | -1.6% | Q2 2020 |
| FOUR | $477M | 2.56% | 7.43% | -2.9% | Q1 2023 |
| MEDP | $476M | 2.56% | 3.29% | -2.1% | Q2 2020 |
| OLLI | $474M | 2.55% | 6.02% | -9.2% | Q2 2020 |
| CAMT | $422M | 2.27% | 8.80% | +14.7% | Q1 2022 |
| OZK | $379M | 2.04% | Not reported | +34.9% | Q2 2020 |
| VVV | $367M | 1.98% | 8.05% | -1.5% | Q2 2020 |
| PCOR | $363M | 1.95% | 3.30% | +6.8% | Q4 2023 |
| CWST | $352M | 1.89% | Not reported | +8.7% | Q1 2024 |
| MELI | $304M | 1.63% | 0.26% | +2.8% | Q2 2020 |
| SITE | $280M | 1.51% | 4.87% | +11.4% | Q2 2020 |
| SE | $278M | 1.49% | 0.88% | +1.9% | Q2 2020 |
| TREX | $267M | 1.44% | 4.82% | -0.4% | Q3 2013 |
| KAI | $263M | 1.42% | 7.51% | -10.1% | Q2 2020 |
| NPO | $261M | 1.40% | 5.48% | +8.2% | Q1 2025 |
| BRBR | $245M | 1.32% | 5.36% | +30.5% | Q2 2022 |
| ICFI | $241M | 1.30% | 14.07% | +16.9% | Q2 2020 |
| MOD | $240M | 1.29% | 3.21% | -6.0% | Q3 2024 |
| MC | $236M | 1.27% | Not reported | +16.1% | Q2 2020 |
| FIVE | $231M | 1.24% | 2.71% | -8.6% | Q2 2020 |
| SAIA | $231M | 1.24% | 2.89% | -6.7% | Q3 2013 |
| CERT | $213M | 1.14% | 10.92% | +28.6% | Q2 2023 |
| LOAR | $209M | 1.12% | 2.79% | -0.5% | Q4 2024 |
| FRPT | $208M | 1.12% | 7.74% | -1.7% | Q2 2020 |
| PCTY | $207M | 1.11% | 2.39% | -27.0% | Q2 2020 |
| AAON | $200M | 1.08% | 2.62% | +27.1% | Q2 2020 |
| HLNE | $198M | 1.07% | Not reported | -1.1% | Q2 2020 |
| FND | $186M | 1.00% | 2.35% | -7.0% | Q2 2020 |
| CCC | $185M | 1.00% | 3.14% | +43.7% | Q2 2024 |
| GWRE | $180M | 0.97% | 0.93% | +6.7% | Q2 2020 |
| SXI | $180M | 0.97% | 7.06% | -2.0% | Q1 2024 |
| NU | $179M | 0.96% | Not reported | -12.7% | Q1 2022 |
| FSS | $174M | 0.94% | 2.41% | New | Q3 2025 |
| CWAN | $166M | 0.89% | Not reported | -3.8% | Q1 2022 |
| GSHD | $165M | 0.89% | 10.48% | -2.6% | Q2 2020 |
| BCPC | $162M | 0.87% | 3.34% | +12.6% | Q3 2013 |
| QTWO | $156M | 0.84% | 3.45% | +2.9% | Q2 2020 |
| CSW | $146M | 0.78% | 3.57% | -15.2% | Q4 2022 |
| PAY | $144M | 0.77% | 4.54% | +210.1% | Q2 2025 |
| CNS | $137M | 0.74% | 4.09% | -15.5% | Q2 2020 |
 NCNO | $135M | 0.72% | 4.28% | -20.2% | Q1 2022 |
 ARHS | $130M | 0.70% | 8.91% | -4.0% | Q4 2023 |
| FROG | $128M | 0.69% | 2.29% | +6.0% | Q3 2022 |
| UFPT | $128M | 0.69% | 8.33% | -1.3% | Q2 2020 |
 POOL | $124M | 0.67% | 1.07% | -14.5% | Q3 2013 |
| GLBE | $123M | 0.66% | 2.04% | +0.6% | Q2 2022 |