WASATCH ADVISORS LP — 13F Holdings & Portfolio

CIK 814133 · latest 13F-HR filed 2026-04-21

WASATCH ADVISORS LP manages $15.06B in 13F-reported U.S. long-equity assets across 213 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are HQY (4.00%), ENSG (2.75%), CAMT (2.75%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 15 new positions, exited 28, added to 68, and trimmed 96.

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.

Loading holdings…
AUM

$15.06B

Long-equity book

Holdings

213

Distinct positions

Period

2026-03-31

Filed 2026-04-21

Q/Q Activity

+15 / −28 / ↑68 / ↓96

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EVERUS CONSTR GROUP$171.4M +92.7%
  • CHAMPION HOMES INC$131.6M +182.8%
  • JFROG LTD$104.7M +116.0%
  • CAMTEK LTD$76.7M +22.8%
  • VITA COCO CO INC$68.1M +63.0%
Show all 68

Top Trims

  • SHIFT4 PMTS INC-$242.9M -56.9%
  • CASELLA WASTE SYS INC-$163.9M -44.4%
  • ICF INTL INC-$145.5M -65.5%
  • PROCORE TECHNOLOGIES INC-$139.5M -45.3%
  • RBC BEARINGS INC-$137.1M -30.5%
Show all 96

New Positions

  • REPLIGEN CORP$146.5M
  • ESCO TECHNOLOGIES INC$81.1M
  • EPR PPTYS$48.6M
  • PEDIATRIX MEDICAL GROUP INC$43.9M
  • PREFORMED LINE PRODS CO$30.6M
Show all 15

Exited Positions

  • CLEARWATER ANALYTICS HLDGS I$203.3M
  • MODINE MFG CO$175.4M
  • GLOBANT S A$81.3M
  • MORNINGSTAR INC$73.0M
  • EPAM SYS INC$59.7M
Show all 28
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 HEALTHEQUITY INC HQY 42226A107 $601.9M 4.00% 7,202,934 SH
2 ENSIGN GROUP INC ENSG 29358P101 $414.7M 2.75% 2,057,995 SH
3 CAMTEK LTD CAMT M20791105 $413.6M 2.75% 2,728,318 SH
4 MEDPACE HLDGS INC MEDP 58506Q109 $371.6M 2.47% 773,931 SH
5 NOVA LTD NVMI M7516K103 $370.3M 2.46% 852,641 SH
6 FABRINET FN G3323L100 $366.7M 2.44% 703,140 SH
7 EVERUS CONSTR GROUP ECG 300426103 $356.2M 2.37% 3,017,249 SH
8 STANDEX INTL CORP SXI 854231107 $335.7M 2.23% 1,317,226 SH
9 RBC BEARINGS INC RBC 75524B104 $312.8M 2.08% 575,966 SH
10 KADANT INC KAI 48282T104 $303.6M 2.02% 1,038,548 SH
11 SITEONE LANDSCAPE SUPPLY INC SITE 82982L103 $282.4M 1.88% 2,121,524 SH
12 BANK OZK LITTLE ROCK ARK OZK 06417N103 $281.1M 1.87% 6,126,398 SH
13 OLLIES BARGAIN OUTLET HLDGS OLLI 681116109 $275.2M 1.83% 2,990,323 SH
14 VALVOLINE INC VVV 92047W101 $269.3M 1.79% 7,996,009 SH
15 SAIA INC SAIA 78709Y105 $249.0M 1.65% 708,880 SH
16 FRESHPET INC FRPT 358039105 $244.2M 1.62% 4,141,437 SH
17 BALCHEM CORP BCPC 057665200 $241.2M 1.60% 1,423,424 SH
18 ENPRO INC NPO 29355X107 $228.1M 1.51% 909,882 SH
19 CSW INDUSTRIALS INC CSW 126402106 $227.7M 1.51% 873,659 SH
20 MOELIS & CO MC 60786M105 $213.3M 1.42% 3,742,624 SH
21 MERCADOLIBRE INC MELI 58733R102 $212.5M 1.41% 122,923 SH
22 CASELLA WASTE SYS INC CWST 147448104 $204.9M 1.36% 2,582,220 SH
23 CHAMPION HOMES INC SKY 830830105 $203.5M 1.35% 2,736,767 SH
24 LOAR HOLDINGS INC LOAR 53947R105 $201.0M 1.34% 3,509,014 SH
25 PAYMENTUS HOLDINGS INC PAY 70439P108 $200.6M 1.33% 7,896,896 SH
26 GLOBAL E ONLINE LTD GLBE M5216V106 $199.2M 1.32% 6,458,588 SH
27 JFROG LTD FROG M6191J100 $195.0M 1.30% 4,156,033 SH
28 UFP INDUSTRIES INC UFPI 90278Q108 $187.7M 1.25% 2,037,908 SH
29 AAON INC AAON 000360206 $187.7M 1.25% 2,268,118 SH
30 FIVE BELOW INC FIVE 33829M101 $187.0M 1.24% 818,382 SH
31 SHIFT4 PMTS INC FOUR 82452J109 $183.9M 1.22% 4,206,244 SH
32 VITA COCO CO INC COCO 92846Q107 $176.1M 1.17% 3,675,489 SH
33 HAMILTON LANE INC HLNE 407497106 $174.1M 1.16% 1,751,596 SH
34 XPEL INC XPEL 98379L100 $170.2M 1.13% 3,844,574 SH
35 CCC INTELLIGENT SOLUTIONS HL CCC 12510Q100 $169.4M 1.12% 28,231,760 SH
36 PROCORE TECHNOLOGIES INC PCOR 74275K108 $168.5M 1.12% 2,956,863 SH
37 FEDERAL SIGNAL CORP FSS 313855108 $162.9M 1.08% 1,506,488 SH
38 UFP TECHNOLOGIES INC UFPT 902673102 $150.5M 1.00% 777,313 SH
39 FLOOR & DECOR HLDGS INC FND 339750101 $147.2M 0.98% 2,897,074 SH
40 RLI CORP RLI 749607107 $147.2M 0.98% 2,579,955 SH
41 REPLIGEN CORP RGEN 759916109 $146.5M 0.97% 1,243,531 SH
42 BBB FOODS INC TBBB G0896C103 $145.0M 0.96% 4,099,825 SH
43 NU HLDGS LTD NU G6683N103 $144.4M 0.96% 10,051,556 SH
44 SEA LTD SE 81141R100 $134.4M 0.89% 1,622,897 SH
45 COHEN & STEERS INC CNS 19247A100 $131.2M 0.87% 2,097,509 SH
46 TREX INC TREX 89531P105 $128.8M 0.86% 3,536,750 SH
47 INTER & CO INC INTR G4R20B107 $120.7M 0.80% 15,168,620 SH
48 GUIDEWIRE SOFTWARE INC GWRE 40171V100 $119.9M 0.80% 801,489 SH
49 NOVANTA INC NOVT 67000B104 $117.7M 0.78% 996,645 SH
50 PJT PARTNERS INC PJT 69343T107 $115.2M 0.77% 824,537 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-21 $15.06B 213 0000814133-26-000038
2025-12-31 2026-02-12 $16.83B 226 0000814133-26-000027