FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,194.02-0.07%
XLE57.080.36%
STOXX50E5,860.32-0.39%
XLF51.790.72%
FTSE10,321.09-0.56%
IXIC24,858.550.09%
RUT2,786.68-0.01%
GSPC7,173.740.12%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:35 PM

Institutional Manager · CIK 0000814133

WASATCH ADVISORS LP

SALT LAKE CITY, UT · File #028-01286

Latest AUM
$16.83B
Positions
226
Top-10 Concentration
34.8%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
REDUCEFABRINETFN-617,728-$281.2M+$130.6M
REDUCENOVA LTDNVMI-603,907-$198.3M+$17.0M
NEWEVERUS CONSTR GROUPEVEX-WT+2,160,337+$184.8M$0
REDUCEMEDPACE HLDGS INCMEDP-277,657-$155.9M+$44.0M
REDUCERBC BEARINGS INCRBC-298,521-$133.9M+$75.7M
ADDPAYMENTUS HOLDINGS INCPAY+3,859,056+$121.9M+$4.6M
REDUCEENSIGN GROUP INCENSG-694,767-$121.0M+$5.1M
ADDSTANDEX INTL CORP854231107+520,506+$113.1M+$4.6M
REDUCECAMTEK LTDCAMT-852,686-$90.7M+$5.2M
ADDINTER & CO INCINTR+9,704,435+$82.3M-$4.3M

Sector Allocation

Industrials
20.6%$3.46B
Technology
19.9%$3.35B
Healthcare
13.0%$2.19B
Financials
9.2%$1.54B
Consumer Staples
5.5%$922.4M
Materials
2.4%$399.3M
Energy
0.8%$127.1M
Real Estate
0.1%$21.0M
Utilities
0.1%$8.7M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1HEALTHEQUITY INCHQY6,589,646$603.7M5.00%
2ENSIGN GROUP INCENSG2,838,566$494.5M4.10%
3RBC BEARINGS INCRBC1,003,337$449.9M3.73%
4NOVA LTDNVMI1,338,123$439.4M3.64%
5SHIFT4 PMTS INC82452J1096,778,925$426.9M3.54%
6FABRINETFN822,917$374.7M3.10%
7CASELLA WASTE SYS INCCWST3,765,442$368.8M3.06%
8MEDPACE HLDGS INCMEDP648,306$364.1M3.02%
9OLLIES BARGAIN OUTLET HLDGS6811161093,164,692$346.9M2.87%
10CAMTEK LTDCAMT3,167,997$336.9M2.79%
11BANK OZK LITTLE ROCK ARKOZKAP6,945,345$319.6M2.65%
12PROCORE TECHNOLOGIES INCPCOR4,235,424$308.1M2.55%
13STANDEX INTL CORP8542311071,369,859$297.6M2.47%
14PAYMENTUS HOLDINGS INCPAY8,553,165$270.2M2.24%
15KADANT INCKAI913,206$260.3M2.16%
16SITEONE LANDSCAPE SUPPLY INCSITE2,088,177$260.1M2.15%
17MERCADOLIBRE INCMELI123,906$249.6M2.07%
18FRESHPET INCFRPT3,937,309$239.9M1.99%
19SAIA INCSAIA734,205$239.7M1.99%
20FIVE BELOW INCFIVE1,268,754$239.0M1.98%