WASATCH ADVISORS LP portfolio
Managed by . 213 reported positions worth $15.1B as of 2026-03-31, filed with the SEC on 2026-04-21. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 21 days old on 2026-04-21, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| RGEN | REPLIGEN CORP | $146.5M | 1,243,531 | 0.97% |
| ESE | ESCO TECHNOLOGIES INC | $81.1M | 288,254 | 0.54% |
| EPR | EPR PPTYS | $48.6M | 973,439 | 0.32% |
| MD | PEDIATRIX MEDICAL GROUP INC | $43.9M | 2,050,524 | 0.29% |
| PLPC | PREFORMED LINE PRODS CO | $30.6M | 112,889 | 0.20% |
| BLLN | BILLIONTOONE INC | $29.2M | 369,638 | 0.19% |
| HYAC | HAYMAKER ACQUISITION CORP IV | $19.3M | 1,674,418 | 0.13% |
| PPHC | PUBLIC POL HLDG CO INC | $7.8M | 603,017 | 0.05% |
| TLSI | TRISALUS LIFE SCIENCES INC | $5.8M | 1,437,960 | 0.04% |
| USB | US BANCORP | $4.8M | 91,676 | 0.03% |
| MLAB | MESA LABS INC | $4.5M | 51,233 | 0.03% |
| SN | SHARKNINJA INC | $1.5M | 14,513 | 0.01% |
| SLGN | SILGAN HLDGS INC | $883,204 | 22,763 | 0.01% |
| SNX | TD SYNNEX CORPORATION | $846,924 | 5,020 | 0.01% |
| BUR | BURFORD CAPITAL LIMITED | $98,102 | 21,704 | 0.00% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| CWAN | CLEARWATER ANALYTICS HLDGS I | $203.3M | 8,430,212 | 0.00% |
| MOD | MODINE MFG CO | $175.4M | 1,313,775 | 0.00% |
| GLOB | GLOBANT S A | $81.3M | 1,243,309 | 0.00% |
| MORN | MORNINGSTAR INC | $73.0M | 336,065 | 0.00% |
| EPAM | EPAM SYS INC | $59.7M | 291,570 | 0.00% |
| NCNO | NCINO INC | $50.6M | 1,973,671 | 0.00% |
| YETI | YETI HLDGS INC | $36.0M | 814,213 | 0.00% |
| ALKT | ALKAMI TECHNOLOGY INC | $32.6M | 1,413,011 | 0.00% |
| NSA* | NATIONAL STORAGE AFFILIATES | $27.9M | 989,702 | 0.00% |
| ABR | ARBOR REALTY TRUST INC | $27.0M | 3,478,546 | 0.00% |
| DHT | DHT HOLDINGS INC | $26.0M | 2,127,983 | 0.00% |
| K4F | ONESTREAM INC | $24.5M | 1,334,873 | 0.00% |
| CNMD | CONMED CORP | $23.3M | 574,896 | 0.00% |
| POOL | POOL CORP | $14.2M | 62,293 | 0.00% |
| ACVA | ACV AUCTIONS INC | $13.5M | 1,677,907 | 0.00% |
| AEYE | AUDIOEYE INC | $11.3M | 1,136,129 | 0.00% |
| MNDY | MONDAY COM LTD | $7.0M | 47,365 | 0.00% |
| RPC | P10 INC | $6.5M | 667,147 | 0.00% |
| EVRG | EVERGY INC | $4.3M | 59,389 | 0.00% |
| HUBS | HUBSPOT INC | $2.3M | 5,729 | 0.00% |
| DSGX | DESCARTES SYS GROUP INC | $2.2M | 24,826 | 0.00% |
| SSTI | SOUNDTHINKING INC | $1.7M | 208,413 | 0.00% |
| IWO | ISHARES TR | $999,070 | 3,093 | 0.00% |
| SGMOQ | SANGAMO THERAPEUTICS INC | $595,021 | 1,416,717 | 0.00% |
| IWN | ISHARES TR | $501,046 | 2,765 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| HQY | HEALTHEQUITY INC | $601.9M | 7,202,934 | 4.00% | +9% |
| MEDP | MEDPACE HLDGS INC | $371.6M | 773,931 | 2.47% | +19% |
| ECG | EVERUS CONSTR GROUP | $356.2M | 3,017,249 | 2.37% | +40% |
| KAI | KADANT INC | $303.6M | 1,038,548 | 2.02% | +14% |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $282.4M | 2,121,524 | 1.88% | +2% |
| FRPT | FRESHPET INC | $244.2M | 4,141,437 | 1.62% | +5% |
| BCPC | BALCHEM CORP | $241.2M | 1,423,424 | 1.60% | +20% |
| CSW | CSW INDUSTRIALS INC | $227.7M | 873,659 | 1.51% | +31% |
| MC | MOELIS & CO | $213.3M | 3,742,624 | 1.42% | +9% |
| SKY | CHAMPION HOMES INC | $203.5M | 2,736,767 | 1.35% | +221% |
| LOAR | LOAR HOLDINGS INC | $201.0M | 3,509,014 | 1.34% | +14% |
| GLBE | GLOBAL E ONLINE LTD | $199.2M | 6,458,588 | 1.32% | +34% |
| FROG | JFROG LTD | $195.0M | 4,156,033 | 1.30% | +187% |
| UFPI | UFP INDUSTRIES INC | $187.7M | 2,037,908 | 1.25% | +33% |
| AAON | AAON INC | $187.7M | 2,268,118 | 1.25% | +24% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MTDR | MATADOR RES CO | $273,948 | 4,336 | 0.00% | -99% |
| QTWO | Q2 HLDGS INC | $632,259 | 13,367 | 0.00% | -99% |
| ARHS | ARHAUS INC | $2.9M | 432,913 | 0.02% | -96% |
| VSEC | VSE CORP | $1.2M | 6,341 | 0.01% | -92% |
| TD | TORONTO DOMINION BK ONT | $422,033 | 4,518 | 0.00% | -91% |
| LGIH | LGI HOMES INC | $7.3M | 183,792 | 0.05% | -71% |
| CERT | CERTARA INC | $30.1M | 5,272,166 | 0.20% | -69% |
| BRBR | BELLRING BRANDS INC | $32.1M | 1,994,367 | 0.21% | -67% |
| WEAV | WEAVE COMMUNICATIONS INC | $3.1M | 661,702 | 0.02% | -63% |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $6.1M | 270,228 | 0.04% | -63% |
| EZPW | EZCORP INC | $18.1M | 713,934 | 0.12% | -58% |
| ICFI | ICF INTL INC | $76.7M | 1,174,850 | 0.51% | -55% |
| SDHC | SMITH DOUGLAS HOMES CORP | $7.5M | 586,755 | 0.05% | -53% |
| CPA | COPA HOLDINGS SA | $24.7M | 217,648 | 0.16% | -52% |
| AXS | AXIS CAP HLDGS LTD | $396,006 | 3,905 | 0.00% | -44% |
Largest 150 of 213 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| HQY | HEALTHEQUITY INC | $601.9M | 7,202,934 | 4.00% | — |
| ENSG | ENSIGN GROUP INC | $414.7M | 2,057,995 | 2.75% | — |
| CAMT | CAMTEK LTD | $413.6M | 2,728,318 | 2.75% | — |
| MEDP | MEDPACE HLDGS INC | $371.6M | 773,931 | 2.47% | — |
| NVMI | NOVA LTD | $370.3M | 852,641 | 2.46% | — |
| FN | FABRINET | $366.7M | 703,140 | 2.44% | — |
| ECG | EVERUS CONSTR GROUP | $356.2M | 3,017,249 | 2.37% | — |
| SXI | STANDEX INTL CORP | $335.7M | 1,317,226 | 2.23% | — |
| RBC | RBC BEARINGS INC | $312.8M | 575,966 | 2.08% | — |
| KAI | KADANT INC | $303.6M | 1,038,548 | 2.02% | — |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $282.4M | 2,121,524 | 1.88% | — |
| OZK | BANK OZK LITTLE ROCK ARK | $281.1M | 6,126,398 | 1.87% | — |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $275.2M | 2,990,323 | 1.83% | — |
| VVV | VALVOLINE INC | $269.3M | 7,996,009 | 1.79% | — |
| SAIA | SAIA INC | $249.0M | 708,880 | 1.65% | — |
| FRPT | FRESHPET INC | $244.2M | 4,141,437 | 1.62% | — |
| BCPC | BALCHEM CORP | $241.2M | 1,423,424 | 1.60% | — |
| NPO | ENPRO INC | $228.1M | 909,882 | 1.51% | — |
| CSW | CSW INDUSTRIALS INC | $227.7M | 873,659 | 1.51% | — |
| MC | MOELIS & CO | $213.3M | 3,742,624 | 1.42% | — |
| MELI | MERCADOLIBRE INC | $212.5M | 122,923 | 1.41% | — |
| CWST | CASELLA WASTE SYS INC | $204.9M | 2,582,220 | 1.36% | — |
| SKY | CHAMPION HOMES INC | $203.5M | 2,736,767 | 1.35% | — |
| LOAR | LOAR HOLDINGS INC | $201.0M | 3,509,014 | 1.34% | — |
| PAY | PAYMENTUS HOLDINGS INC | $200.6M | 7,896,896 | 1.33% | — |
| GLBE | GLOBAL E ONLINE LTD | $199.2M | 6,458,588 | 1.32% | — |
| FROG | JFROG LTD | $195.0M | 4,156,033 | 1.30% | — |
| UFPI | UFP INDUSTRIES INC | $187.7M | 2,037,908 | 1.25% | — |
| AAON | AAON INC | $187.7M | 2,268,118 | 1.25% | — |
| FIVE | FIVE BELOW INC | $187.0M | 818,382 | 1.24% | — |
| FOUR | SHIFT4 PMTS INC | $183.9M | 4,206,244 | 1.22% | — |
| COCO | VITA COCO CO INC | $176.1M | 3,675,489 | 1.17% | — |
| HLNE | HAMILTON LANE INC | $174.1M | 1,751,596 | 1.16% | — |
| XPEL | XPEL INC | $170.2M | 3,844,574 | 1.13% | — |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $169.4M | 28,231,760 | 1.12% | — |
| PCOR | PROCORE TECHNOLOGIES INC | $168.5M | 2,956,863 | 1.12% | — |
| FSS | FEDERAL SIGNAL CORP | $162.9M | 1,506,488 | 1.08% | — |
| UFPT | UFP TECHNOLOGIES INC | $150.5M | 777,313 | 1.00% | — |
| FND | FLOOR & DECOR HLDGS INC | $147.2M | 2,897,074 | 0.98% | — |
| RLI | RLI CORP | $147.2M | 2,579,955 | 0.98% | — |
| RGEN | REPLIGEN CORP | $146.5M | 1,243,531 | 0.97% | — |
| TBBB | BBB FOODS INC | $145.0M | 4,099,825 | 0.96% | — |
| NU | NU HLDGS LTD | $144.4M | 10,051,556 | 0.96% | — |
| SE | SEA LTD | $134.4M | 1,622,897 | 0.89% | — |
| CNS | COHEN & STEERS INC | $131.2M | 2,097,509 | 0.87% | — |
| TREX | TREX INC | $128.8M | 3,536,750 | 0.86% | — |
| INTR | INTER & CO INC | $120.7M | 15,168,620 | 0.80% | — |
| GWRE | GUIDEWIRE SOFTWARE INC | $119.9M | 801,489 | 0.80% | — |
| NOVT | NOVANTA INC | $117.7M | 996,645 | 0.78% | — |
| PJT | PJT PARTNERS INC | $115.2M | 824,537 | 0.77% | — |
| GSHD | GOOSEHEAD INS INC | $97.8M | 2,292,227 | 0.65% | — |
| CTS | CTS CORP | $95.2M | 1,993,929 | 0.63% | — |
| BELFB | BEL FUSE INC | $94.8M | 478,709 | 0.63% | — |
| ROAD | CONSTRUCTION PARTNERS INC | $92.9M | 836,440 | 0.62% | — |
| WING | WINGSTOP INC | $88.7M | 572,082 | 0.59% | — |
| DXPE | DXP ENTERPRISES INC | $88.5M | 633,641 | 0.59% | — |
| PCTY | PAYLOCITY HLDG CORP | $87.3M | 808,012 | 0.58% | — |
| MAKEMYTRIP LIMITED MAURI | MAKEMYTRIP LIMITED MAURITIUS | $87.2M | 2,339,741 | 0.58% | — |
| ALSN | ALLISON TRANSMISSION HLDGS I | $86.0M | 734,327 | 0.57% | — |
| ADUS | ADDUS HOMECARE CORP | $81.3M | 867,825 | 0.54% | — |
| ESE | ESCO TECHNOLOGIES INC | $81.1M | 288,254 | 0.54% | — |
| ARLO | ARLO TECHNOLOGIES INC | $77.2M | 5,426,267 | 0.51% | — |
| ICFI | ICF INTL INC | $76.7M | 1,174,850 | 0.51% | — |
| LMB | LIMBACH HLDGS INC | $75.7M | 969,639 | 0.50% | — |
| HWKN | HAWKINS INC | $72.1M | 469,672 | 0.48% | — |
| UTI | UNIVERSAL TECHNICAL INST INC | $71.4M | 1,978,776 | 0.47% | — |
| AGYS | AGILYSYS INC | $67.8M | 953,730 | 0.45% | — |
| WHD | CACTUS INC | $63.9M | 1,349,420 | 0.42% | — |
| AXGN | AXOGEN INC | $61.5M | 1,857,350 | 0.41% | — |
| ALG | ALAMO GROUP INC | $61.2M | 371,098 | 0.41% | — |
| APAM | ARTISAN PARTNERS ASSET MGMT | $57.2M | 1,571,535 | 0.38% | — |
| DMC | FRESH DEL MONTE PRODUCE INC | $55.8M | 1,384,961 | 0.37% | — |
| FTDR | FRONTDOOR INC | $54.6M | 1,033,141 | 0.36% | — |
| GVA | GRANITE CONSTR INC | $53.9M | 449,589 | 0.36% | — |
| LOPE | GRAND CANYON ED INC | $53.8M | 316,202 | 0.36% | — |
| AX | AXOS FINANCIAL INC | $52.4M | 616,381 | 0.35% | — |
| HLIO | HELIOS TECHNOLOGIES INC | $51.7M | 799,008 | 0.34% | — |
| EPR | EPR PPTYS | $48.6M | 973,439 | 0.32% | — |
| SBH | SALLY BEAUTY HLDGS INC | $47.0M | 3,393,739 | 0.31% | — |
| ADT | ADT INC DEL | $46.3M | 7,045,676 | 0.31% | — |
| BROS | DUTCH BROS INC | $44.7M | 881,805 | 0.30% | — |
| STEP | STEPSTONE GROUP INC | $44.0M | 921,720 | 0.29% | — |
| MD | PEDIATRIX MEDICAL GROUP INC | $43.9M | 2,050,524 | 0.29% | — |
| PNTG | PENNANT GROUP INC | $43.2M | 1,418,687 | 0.29% | — |
| ESPERION THERAPEUTICS IN | ESPERION THERAPEUTICS INC NE | $43.2M | 15,768,897 | 0.29% | — |
| NPKI | NPK INTERNATIONAL INC | $42.0M | 2,899,021 | 0.28% | — |
| SFBS | SERVISFIRST BANCSHARES INC | $40.2M | 552,153 | 0.27% | — |
| SCSC | SCANSOURCE INC | $39.9M | 1,099,992 | 0.27% | — |
| OSK | OSHKOSH CORP | $38.4M | 260,686 | 0.25% | — |
| ESQ | ESQUIRE FINL HLDGS INC | $37.0M | 344,046 | 0.25% | — |
| SHAK | SHAKE SHACK INC | $36.0M | 407,283 | 0.24% | — |
| EEFT | EURONET WORLDWIDE INC | $34.4M | 518,754 | 0.23% | — |
| TMDX | TRANSMEDICS GROUP INC | $34.4M | 346,144 | 0.23% | — |
| HWC | HANCOCK WHITNEY CORPORATION | $33.0M | 519,015 | 0.22% | — |
| BRBR | BELLRING BRANDS INC | $32.1M | 1,994,367 | 0.21% | — |
| MAMA | MAMAS CREATIONS INC | $31.9M | 2,077,031 | 0.21% | — |
| LINC | LINCOLN EDL SVCS CORP | $31.6M | 777,351 | 0.21% | — |
| RDVT | RED VIOLET INC | $31.5M | 911,636 | 0.21% | — |
| PLPC | PREFORMED LINE PRODS CO | $30.6M | 112,889 | 0.20% | — |
| PTRN | PATTERN GROUP INC | $30.4M | 2,442,394 | 0.20% | — |
| CERT | CERTARA INC | $30.1M | 5,272,166 | 0.20% | — |
| WLDN | WILLDAN GROUP INC | $29.2M | 381,581 | 0.19% | — |
| BLLN | BILLIONTOONE INC | $29.2M | 369,638 | 0.19% | — |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $27.5M | 693,050 | 0.18% | — |
| VITL | VITAL FARMS INC | $27.3M | 1,933,119 | 0.18% | — |
| CPA | COPA HOLDINGS SA | $24.7M | 217,648 | 0.16% | — |
| VECO | VEECO INSTRS INC DEL | $23.5M | 693,912 | 0.16% | — |
| TATT | TAT TECHNOLOGIES LTD | $23.1M | 569,080 | 0.15% | — |
| AII | AMERICAN INTEGRITY INS GROUP | $23.0M | 1,192,192 | 0.15% | — |
| DGII | DIGI INTL INC | $21.7M | 450,066 | 0.14% | — |
| PWP | PERELLA WEINBERG PARTNERS | $20.3M | 1,120,404 | 0.14% | — |
| HYAC | HAYMAKER ACQUISITION CORP IV | $19.3M | 1,674,418 | 0.13% | — |
| EZPW | EZCORP INC | $18.1M | 713,934 | 0.12% | — |
| ORN | ORION GROUP HLDGS INC | $18.1M | 1,656,834 | 0.12% | — |
| FLO | FLOWERS FOODS INC | $17.1M | 2,098,967 | 0.11% | — |
| PDFS | PDF SOLUTIONS INC | $16.6M | 507,737 | 0.11% | — |
| CHEF | CHEFS WHSE INC | $16.2M | 273,246 | 0.11% | — |
| PHAT | PHATHOM PHARMACEUTICALS INC | $14.9M | 1,340,916 | 0.10% | — |
| SKWD | SKYWARD SPECIALTY INS GROUP | $14.0M | 319,781 | 0.09% | — |
| SWIM | LATHAM GROUP INC | $13.8M | 2,571,488 | 0.09% | — |
| KLIC | KULICKE & SOFFA INDS INC | $12.3M | 187,449 | 0.08% | — |
| INDI | INDIE SEMICONDUCTOR INC | $12.3M | 3,811,285 | 0.08% | — |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $12.0M | 607,680 | 0.08% | — |
| CSTL | CASTLE BIOSCIENCES INC | $11.2M | 455,036 | 0.07% | — |
| HLLY | HOLLEY INC | $11.1M | 3,617,782 | 0.07% | — |
| VKTX | VIKING THERAPEUTICS INC | $10.2M | 313,158 | 0.07% | — |
| ARCB | ARCBEST CORP | $10.1M | 102,575 | 0.07% | — |
| SITM | SITIME CORP | $10.0M | 29,097 | 0.07% | — |
| DERM | JOURNEY MED CORP | $10.0M | 2,133,370 | 0.07% | — |
| CERS | CERUS CORP | $9.6M | 5,281,136 | 0.06% | — |
| KRUS | KURA SUSHI USA INC | $9.6M | 137,336 | 0.06% | — |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $9.6M | 242,585 | 0.06% | — |
| FINW | FINWISE BANCORP | $9.5M | 602,116 | 0.06% | — |
| OPEN LENDING CORP | OPEN LENDING CORP | $8.8M | 7,054,107 | 0.06% | — |
| DYN | DYNE THERAPEUTICS INC | $8.0M | 443,668 | 0.05% | — |
| IIIV | I3 VERTICALS INC | $7.9M | 351,804 | 0.05% | — |
| PPHC | PUBLIC POL HLDG CO INC | $7.8M | 603,017 | 0.05% | — |
| CCCC | C4 THERAPEUTICS INC | $7.8M | 2,961,761 | 0.05% | — |
| MAREX GROUP PLC | MAREX GROUP PLC | $7.6M | 171,109 | 0.05% | — |
| SDHC | SMITH DOUGLAS HOMES CORP | $7.5M | 586,755 | 0.05% | — |
| JNJ | JOHNSON & JOHNSON | $7.3M | 29,864 | 0.05% | — |
| LGIH | LGI HOMES INC | $7.3M | 183,792 | 0.05% | — |
| ATRC | ATRICURE INC | $7.2M | 253,931 | 0.05% | — |
| BKSY | BLACKSKY TECHNOLOGY INC | $7.2M | 285,883 | 0.05% | — |
| INSP | INSPIRE MED SYS INC | $7.1M | 138,603 | 0.05% | — |
| AIOT | POWERFLEET INC | $6.9M | 2,241,729 | 0.05% | — |
| PATK | PATRICK INDS INC | $6.9M | 62,092 | 0.05% | — |
| ONON | ON HLDG AG | $6.7M | 196,030 | 0.04% | — |
| GHM | GRAHAM CORP | $6.7M | 84,444 | 0.04% | — |
| AMBQ | AMBIQ MICRO INC | $6.5M | 254,303 | 0.04% | — |
This table is the 150 largest positions by value, out of 213 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by WASATCH ADVISORS LP (CIK 814133, accession 0000814133-26-000038). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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