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Portfolio (Quarterly) Guide ↗

WASATCH ADVISORS LP

· CIK 0000814133
13F Portfolio $15.3B AUM 219 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 64 Added 110 Reduced 19 Exited
Page 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AME AMETEK INC Industrials 6,877.0 $1.7M 0.01% +154.0 +2.3% $241.94 +5.1%
62 MANH MANHATTAN ASSOCIATES INC Technology 11,147.0 $1.6M 0.01% +306.0 +2.8% $139.25 +41.1%
63 TD TORONTO DOMINION BK ONT Financial Services 4,720.0 $573K 0.00% +202.0 +4.5% $121.46 +2.4%
64 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,054.0 $484K 0.00% +71.0 +7.2% $459.13 +7.3%
Page 4 of 4  ·  64 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 25.3%
Technology 20.5%
Healthcare 16.4%
Consumer Cyclical 13.1%
Financial Services 13.0%
Consumer Defensive 6.0%
Basic Materials 2.5%
Energy 2.3%
Real Estate 0.5%
Communication Services 0.4%