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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 5 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FINW FINWISE BANCORP Financial Services 502,201.0 $7.3M 0.05% -100K -16.6% $14.50 -5.4%
82 AMBQ AMBIQ MICRO INC Technology 81,559.0 $7.2M 0.05% -173K -67.9% $88.30 -23.1%
83 JNJ JOHNSON & JOHNSON Healthcare 27,670.0 $7.0M 0.05% -2K -7.3% $253.97 +3.3%
84 BKSY BLACKSKY TECHNOLOGY INC Technology 242,215.0 $6.8M 0.04% -44K -15.3% $27.92 +10.2%
85 JPM JPMORGAN CHASE & CO Financial Services 20,510.0 $6.7M 0.04% -164.0 -0.8% $327.33 +10.3%
86 CSTL CASTLE BIOSCIENCES INC Healthcare 279,349.0 $6.7M 0.04% -176K -38.6% $23.85 +25.6%
87 ATRC ATRICURE INC Healthcare 233,604.0 $6.5M 0.04% -20K -8.0% $27.98 +60.0%
88 SITM SITIME CORP Technology 8,713.0 $6.5M 0.04% -20K -70.1% $745.56 +0.5%
89 C CITIGROUP INC Financial Services 45,570.0 $6.4M 0.04% -11K -19.6% $139.96 -1.0%
90 ESPR ESPERION THERAPEUTICS INC NE Healthcare 1,930,185.0 $6.1M 0.04% -13.8M -87.8% $3.16 +0.6%
91 KLIC KULICKE & SOFFA INDS INC Technology 44,551.0 $6.0M 0.04% -143K -76.2% $133.76 -23.9%
92 PWP PERELLA WEINBERG PARTNERS Financial Services 366,781.0 $5.9M 0.04% -754K -67.3% $15.96 +5.1%
93 PATK PATRICK INDS INC Consumer Cyclical 58,781.0 $5.3M 0.04% -3K -5.3% $89.78 -5.6%
94 IMTX IMMATICS N.V Healthcare 441,510.0 $4.5M 0.03% -23K -5.0% $10.13 -8.7%
95 INTC INTEL CORP Technology 29,774.0 $4.2M 0.03% -27K -47.9% $139.63 -25.9%
96 KIM KIMCO REALTY CORP Real Estate 163,732.0 $4.2M 0.03% -26K -13.7% $25.35 -3.9%
97 ULS UL SOLUTIONS INC Industrials 39,378.0 $4.0M 0.03% -6K -13.4% $101.86 -24.3%
98 DGX QUEST DIAGNOSTICS INC Healthcare 16,775.0 $3.6M 0.02% -927.0 -5.2% $211.95 +11.1%
99 ARHS ARHAUS INC Consumer Cyclical 408,759.0 $3.4M 0.02% -24K -5.6% $8.42 +13.2%
100 VZ VERIZON COMMUNICATIONS INC Communication Services 74,495.0 $3.2M 0.02% -5K -6.8% $42.34 +13.5%
Page 5 of 6  ·  110 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%