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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 1 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SNEX STONEX GROUP INC Financial Services 1,179,158.0 $139.7M 0.91% NEW $118.50 -42.9%
2 HMN HORACE MANN EDUCATORS CORP N Financial Services 1,401,027.0 $72.4M 0.47% NEW $51.65 -0.3%
3 SAIL SAILPOINT INC Technology 4,519,996.0 $66.2M 0.43% NEW $14.64 +27.7%
4 SUNCRETE INC 2,461,006.0 $55.4M 0.36% NEW $22.53
5 CMPR CIMPRESS PLC Communication Services 467,499.0 $47.5M 0.31% NEW $101.70 -10.1%
6 FLYW FLYWIRE CORPORATION Technology 2,505,756.0 $44.0M 0.29% NEW $17.57 +3.9%
7 RALLIANT CORP 550,399.0 $40.5M 0.27% NEW $73.63
8 AESI ATLAS ENERGY SOLUTIONS INC Energy 1,834,289.0 $30.5M 0.20% NEW $16.61 -24.1%
9 NTSK NETSKOPE INC Technology 2,294,959.0 $25.1M 0.16% NEW $10.94 +38.2%
10 ELMT ELMET GROUP CO (THE) Industrials 1,219,738.0 $24.1M 0.16% NEW $19.74 -2.4%
11 TARS TARSUS PHARMACEUTICALS INC Healthcare 368,568.0 $23.2M 0.15% NEW $62.94 +11.8%
12 ATEN A10 NETWORKS INC Technology 416,114.0 $15.5M 0.10% NEW $37.36 -27.0%
13 SUJA LIFE INC 1,333,060.0 $13.5M 0.09% NEW $10.16
14 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 576,266.0 $12.4M 0.08% NEW $21.45 +18.4%
15 SNOW SNOWFLAKE INC Technology 45,831.0 $11.7M 0.08% NEW $254.50 +31.2%
16 WST WEST PHARMACEUTICAL SVSC INC Healthcare 24,670.0 $8.9M 0.06% NEW $359.00 -2.6%
17 LPTH LIGHTPATH TECHNOLOGIES INC Technology 519,608.0 $8.5M 0.06% NEW $16.35 -7.8%
18 LSCC LATTICE SEMICONDUCTOR CORP Technology 55,195.0 $8.4M 0.06% NEW $152.96 -12.2%
19 UMAC UNUSUAL MACHS INC Financial Services 362,642.0 $8.1M 0.05% NEW $22.30 +36.2%
20 BOBS BOBS DISC FURNITURE INC Consumer Cyclical 482,835.0 $7.6M 0.05% NEW $15.82 +14.8%
Page 1 of 2  ·  25 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%