Conestoga Capital Advisors, LLC — 13F Holdings & Portfolio

CIK 1163744 · latest 13F-HR filed 2026-04-24

Conestoga Capital Advisors, LLC manages $5.01B in 13F-reported U.S. long-equity assets across 114 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RBC (4.66%), CWST (4.44%), BCPC (4.23%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 12, added to 23, and trimmed 70.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$5.01B

Long-equity book

Holdings

114

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+5 / −12 / ↑23 / ↓70

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LEMAITRE VASCULAR INC$45.7M +39.5%
  • UNIVERSAL TECHNICAL INST INC$44.3M +1925.3%
  • BALCHEM CORP$27.4M +14.8%
  • DIGI INTL INC$16.9M +13.2%
  • AZENTA INC$16.3M +37.3%
Show all 23

Top Trims

  • CLEARWATER ANALYTICS HLDGS I-$132.1M -89.8%
  • DESCARTES SYS GROUP INC-$68.8M -31.3%
  • CCC INTELLIGENT SOLUTIONS HL-$68.2M -68.4%
  • SPS COMM INC-$56.8M -99.2%
  • CASELLA WASTE SYS INC-$49.5M -18.2%
Show all 70

New Positions

  • ARTIVION INC$43.0M
  • LEGENCE CORP$23.5M
  • ENPRO INC$20.1M
  • CACI INTL INC$14.7M
  • GRAHAM CORP$1.7M
Show all 5

Exited Positions

  • VERTEX INC$50.1M
  • PAYLOCITY HLDG CORP$21.5M
  • PHREESIA INC$1.9M
  • I3 VERTICALS INC$1.8M
  • TIC SOLUTIONS INC$1.1M
Show all 12
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 RBC BEARINGS INC RBC 75524B104 $233.2M 4.66% 429,309 SH
2 CASELLA WASTE SYS INC CWST 147448104 $222.5M 4.44% 2,804,475 SH
3 BALCHEM CORP BCPC 057665200 $212.1M 4.23% 1,251,189 SH
4 FIRSTSERVICE CORP NEW FSV 33767E202 $195.3M 3.90% 1,405,564 SH
5 CONSTRUCTION PARTNERS INC ROAD 21044C107 $183.8M 3.67% 1,654,102 SH
6 NOVANTA INC NOVT 67000B104 $171.2M 3.42% 1,449,815 SH
7 LEMAITRE VASCULAR INC LMAT 525558201 $161.2M 3.22% 1,476,813 SH
8 ESCO TECHNOLOGIES INC ESE 296315104 $152.4M 3.04% 541,781 SH
9 DESCARTES SYS GROUP INC DSGX 249906108 $151.1M 3.02% 2,111,320 SH
10 CSW INDUSTRIALS INC CSW 126402106 $150.7M 3.01% 578,434 SH
11 MERIT MED SYS INC MMSI 589889104 $149.4M 2.98% 2,167,513 SH
12 SITEONE LANDSCAPE SUPPLY INC SITE 82982L103 $147.3M 2.94% 1,106,701 SH
13 DIGI INTL INC DGII 253798102 $144.8M 2.89% 3,004,773 SH
14 MERCURY SYS INC MRCY 589378108 $139.9M 2.79% 1,918,591 SH
15 SPX TECHNOLOGIES INC SPXC 78473E103 $131.5M 2.63% 657,553 SH
16 REPLIGEN CORP RGEN 759916109 $129.3M 2.58% 1,097,783 SH
17 EXPONENT INC EXPO 30214U102 $124.4M 2.48% 1,906,505 SH
18 STEVANATO GROUP S P A STVN T9224W109 $116.8M 2.33% 8,491,751 SH
19 MSA SAFETY INC MSA 553498106 $109.0M 2.18% 664,812 SH
20 BRIGHT HORIZONS FAM SOL IN D BFAM 109194100 $106.2M 2.12% 1,293,146 SH
21 AAON INC AAON 000360206 $105.1M 2.10% 1,270,237 SH
22 SIMPSON MFG INC SSD 829073105 $103.9M 2.07% 605,281 SH
23 FEDERAL SIGNAL CORP FSS 313855108 $93.1M 1.86% 860,917 SH
24 UL SOLUTIONS INC ULS 903731107 $90.0M 1.80% 1,049,607 SH
25 HELIOS TECHNOLOGIES INC HLIO 42328H109 $85.8M 1.71% 1,325,206 SH
26 Q2 HLDGS INC QTWO 74736L109 $84.3M 1.68% 1,782,715 SH
27 VERICEL CORP VCEL 92346J108 $79.2M 1.58% 2,463,312 SH
28 ROLLINS INC ROL 775711104 $62.9M 1.26% 1,177,963 SH
29 BLACKLINE INC BL 09239B109 $62.4M 1.25% 1,685,484 SH
30 KADANT INC KAI 48282T104 $61.4M 1.23% 209,949 SH
31 AZENTA INC AZTA 114340102 $60.1M 1.20% 2,844,546 SH
32 AGILYSYS INC AGYS 00847J105 $48.6M 0.97% 683,741 SH
33 UNIVERSAL TECHNICAL INST INC UTI 913915104 $46.6M 0.93% 1,292,125 SH
34 GRACO INC GGG 384109104 $45.8M 0.91% 540,641 SH
35 WORKIVA INC WK 98139A105 $45.0M 0.90% 754,553 SH
36 WATSCO INC WSO 942622200 $44.3M 0.89% 121,904 SH
37 ARTIVION INC AORT 228903100 $43.0M 0.86% 1,175,410 SH
38 GUIDEWIRE SOFTWARE INC GWRE 40171V100 $41.1M 0.82% 274,841 SH
39 KARMAN HLDGS INC KRMN 485924104 $41.0M 0.82% 512,521 SH
40 NCINO INC NCNO 63947X101 $40.8M 0.81% 2,724,354 SH
41 TYLER TECHNOLOGIES INC TYL 902252105 $39.3M 0.79% 114,908 SH
42 HEICO CORP NEW HEI.A 422806208 $39.2M 0.78% 185,888 SH
43 HENRY JACK & ASSOC INC JKHY 426281101 $39.1M 0.78% 247,311 SH
44 WD 40 CO WDFC 929236107 $38.8M 0.77% 190,200 SH
45 TRANSCAT INC TRNS 893529107 $37.6M 0.75% 512,518 SH
46 MIRION TECHNOLOGIES INC MIR 60471A101 $34.0M 0.68% 1,831,019 SH
47 WEST PHARMACEUTICAL SVSC INC WST 955306105 $32.8M 0.66% 130,970 SH
48 CCC INTELLIGENT SOLUTIONS HL CCC 12510Q100 $31.4M 0.63% 5,240,492 SH
49 POOL CORP POOL 73278L105 $30.9M 0.62% 152,624 SH
50 LCI INDS LCII 50189K103 $25.1M 0.50% 204,198 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $5.01B 114 0001163744-26-000019
2025-12-31 2026-02-02 $5.94B 121 0001163744-26-000017