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WASATCH ADVISORS LP

· CIK 0000814133
13F Portfolio $15.1B AUM 213 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
15 New 87 Added 89 Reduced 28 Exited
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 HQY HEALTHEQUITY INC Healthcare 7,202,934 $601.9M 4.00% +613K +9.3%
2 ENSG ENSIGN GROUP INC Healthcare 2,057,995 $414.7M 2.75% -781K -27.5%
3 CAMT CAMTEK LTD Technology 2,728,318 $413.6M 2.75% -440K -13.9%
4 MEDPACE HLDGS INC 773,931 $371.6M 2.47% +126K +19.4%
5 NVMI NOVA LTD Technology 852,641 $370.3M 2.46% -485K -36.3%
6 FN FABRINET Technology 703,140 $366.7M 2.44% -120K -14.6%
7 ECG EVERUS CONSTR GROUP Industrials 3,017,249 $356.2M 2.37% +857K +39.7%
8 SXI STANDEX INTL CORP Industrials 1,317,226 $335.7M 2.23% -53K -3.8%
9 RBC RBC BEARINGS INC Industrials 575,966 $312.8M 2.08% -427K -42.6%
10 KAI KADANT INC Industrials 1,038,548 $303.6M 2.02% +125K +13.7%
11 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 2,121,524 $282.4M 1.88% +33K +1.6%
12 OZK BANK OZK LITTLE ROCK ARK Financial Services 6,126,398 $281.1M 1.87% -819K -11.8%
13 OLLIES BARGAIN OUTLET HLDGS 2,990,323 $275.2M 1.83% -174K -5.5%
14 VVV VALVOLINE INC Energy 7,996,009 $269.3M 1.79% -148K -1.8%
15 SAIA SAIA INC Industrials 708,880 $249.0M 1.65% -25K -3.5%
16 FRPT FRESHPET INC Consumer Defensive 4,141,437 $244.2M 1.62% +204K +5.2%
17 BCPC BALCHEM CORP Basic Materials 1,423,424 $241.2M 1.60% +242K +20.4%
18 NPO ENPRO INC Industrials 909,882 $228.1M 1.51% -194K -17.6%
19 CSW CSW INDUSTRIALS INC Industrials 873,659 $227.7M 1.51% +207K +31.1%
20 MC MOELIS & CO Financial Services 3,742,624 $213.3M 1.42% +310K +9.0%
21 MELI MERCADOLIBRE INC Consumer Cyclical 122,923 $212.5M 1.41% -983 -0.8%
22 CWST CASELLA WASTE SYS INC Industrials 2,582,220 $204.9M 1.36% -1.2M -31.4%
23 SKY CHAMPION HOMES INC Consumer Cyclical 2,736,767 $203.5M 1.35% +1.9M +221.3%
24 LOAR LOAR HOLDINGS INC Industrials 3,509,014 $201.0M 1.33% +444K +14.5%
25 PAY PAYMENTUS HOLDINGS INC Technology 7,896,896 $200.6M 1.33% -656K -7.7%
26 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 6,458,588 $199.2M 1.32% +1.6M +34.0%
27 FROG JFROG LTD Technology 4,156,033 $195.0M 1.29% +2.7M +187.4%
28 UFPT UFP INDUSTRIES INC Healthcare 2,037,908 $187.7M 1.25% +505K +32.9%
29 AAON AAON INC Industrials 2,268,118 $187.7M 1.25% +437K +23.9%
30 FIVE FIVE BELOW INC Consumer Cyclical 818,382 $187.0M 1.24% -450K -35.5%
31 FOUR SHIFT4 PMTS INC Technology 4,206,244 $183.9M 1.22% -2.6M -38.0%
32 COCO VITA COCO CO INC Consumer Defensive 3,675,489 $176.1M 1.17% +1.6M +80.3%
33 HBB HAMILTON LANE INC Consumer Cyclical 1,751,596 $174.1M 1.16% +239K +15.8%
34 XPEL XPEL INC Consumer Cyclical 3,844,574 $170.2M 1.13% +30K +0.8%
35 CCC CCC INTELLIGENT SOLUTIONS HL Technology 28,231,760 $169.4M 1.12% +5.4M +23.9%
36 PCOR PROCORE TECHNOLOGIES INC Technology 2,956,863 $168.5M 1.12% -1.3M -30.2%
37 AGM FEDERAL SIGNAL CORP Financial Services 1,506,488 $162.9M 1.08% -190K -11.2%
38 UFPT UFP TECHNOLOGIES INC Healthcare 777,313 $150.5M 1.00% +41K +5.6%
39 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 2,897,074 $147.2M 0.98% +544K +23.1%
40 RLI RLI CORP Financial Services 2,579,955 $147.2M 0.98% +642K +33.1%
41 RGEN REPLIGEN CORP Healthcare 1,243,531 $146.5M 0.97% NEW
42 TBBB BBB FOODS INC Consumer Defensive 4,099,825 $145.0M 0.96% +691K +20.2%
43 NU HLDGS LTD 10,051,556 $144.4M 0.96% -155K -1.5%
44 XME SEA LTD 1,622,897 $134.4M 0.89% +162K +11.1%
45 CNS COHEN & STEERS INC Financial Services 2,097,509 $131.2M 0.87% +96K +4.8%
46 TREX TREX INC Industrials 3,536,750 $128.8M 0.85% -65K -1.8%
47 INTR INTER & CO INC Financial Services 15,168,620 $120.7M 0.80% -217K -1.4%
48 GWRE GUIDEWIRE SOFTWARE INC Technology 801,489 $119.9M 0.80% +180K +28.9%
49 NOVT NOVANTA INC Technology 996,645 $117.7M 0.78% +352K +54.6%
50 PJT PJT PARTNERS INC Financial Services 824,537 $115.2M 0.77% +237K +40.4%
51 GSHD GOOSEHEAD INS INC Financial Services 2,292,227 $97.8M 0.65% +559K +32.3%
52 CTS CTS CORP Technology 1,993,929 $95.2M 0.63% -269K -11.9%
53 BELFB BEL FUSE INC Technology 478,709 $94.8M 0.63% +68K +16.6%
54 ROAD CONSTRUCTION PARTNERS INC Industrials 836,440 $92.9M 0.62% +229K +37.8%
55 WING WINGSTOP INC Consumer Cyclical 572,082 $88.7M 0.59% +213K +59.2%
56 DXPE DXP ENTERPRISES INC Industrials 633,641 $88.5M 0.59% -121K -16.0%
57 PCTY PAYLOCITY HLDG CORP Technology 808,012 $87.3M 0.58% -34K -4.0%
58 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 2,339,741 $87.2M 0.58% +914K +64.2%
59 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 734,327 $86.0M 0.57% -199K -21.3%
60 ADUS ADDUS HOMECARE CORP Healthcare 867,825 $81.3M 0.54% -40K -4.4%
61 ESE ESCO TECHNOLOGIES INC Technology 288,254 $81.1M 0.54% NEW
62 ARLO ARLO TECHNOLOGIES INC Industrials 5,426,267 $77.2M 0.51% +104K +1.9%
63 ICFI ICF INTL INC Industrials 1,174,850 $76.7M 0.51% -1.4M -54.9%
64 LIMBACH HLDGS INC 969,639 $75.7M 0.50% -28K -2.8%
65 HWKN HAWKINS INC Basic Materials 469,672 $72.1M 0.48% -83K -15.0%
66 OLED UNIVERSAL TECHNICAL INST INC Technology 1,978,776 $71.4M 0.47% +224K +12.8%
67 AGYS AGILYSYS INC Technology 953,730 $67.8M 0.45% +236K +33.0%
68 WHD CACTUS INC Energy 1,349,420 $63.9M 0.42% +596K +79.0%
69 AXGN AXOGEN INC Healthcare 1,857,350 $61.5M 0.41% +934K +101.1%
70 ALG ALAMO GROUP INC Industrials 371,098 $61.2M 0.41% +16K +4.5%
71 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 1,571,535 $57.2M 0.38% -88K -5.3%
72 FDP FRESH DEL MONTE PRODUCE INC Consumer Defensive 1,384,961 $55.8M 0.37% -400K -22.4%
73 FTDR FRONTDOOR INC Consumer Cyclical 1,033,141 $54.6M 0.36% -79K -7.1%
74 GPMT GRANITE CONSTR INC Real Estate 449,589 $53.9M 0.36% -218K -32.6%
75 LOPE GRAND CANYON ED INC Consumer Defensive 316,202 $53.8M 0.36% -167K -34.6%
76 AX AXOS FINANCIAL INC Financial Services 616,381 $52.4M 0.35%
77 HLIO HELIOS TECHNOLOGIES INC Industrials 799,008 $51.7M 0.34% +209K +35.4%
78 EPR PPTYS 973,439 $48.6M 0.32% NEW
79 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 3,393,739 $47.0M 0.31% -536K -13.7%
80 ADT ADT INC DEL Industrials 7,045,676 $46.3M 0.31%
81 BROS DUTCH BROS INC Consumer Cyclical 881,805 $44.7M 0.30% +57K +6.9%
82 STEP STEPSTONE GROUP INC Financial Services 921,720 $44.0M 0.29%
83 MD PEDIATRIX MEDICAL GROUP INC Healthcare 2,050,524 $43.9M 0.29% NEW
84 PNTG PENNANT GROUP INC Healthcare 1,418,687 $43.2M 0.29% +835K +143.2%
85 ESPR ESPERION THERAPEUTICS INC NE Healthcare 15,768,897 $43.2M 0.29% +6.3M +66.9%
86 NPKI NPK INTERNATIONAL INC Energy 2,899,021 $42.0M 0.28% +683K +30.8%
87 SFBS SERVISFIRST BANCSHARES INC Financial Services 552,153 $40.2M 0.27% +70K +14.6%
88 SCSC SCANSOURCE INC Technology 1,099,992 $39.9M 0.27%
89 OSK OSHKOSH CORP Industrials 260,686 $38.4M 0.26% -178K -40.5%
90 ESQ ESQUIRE FINL HLDGS INC Financial Services 344,046 $37.0M 0.25% -17K -4.6%
91 SHAK SHAKE SHACK INC Consumer Cyclical 407,283 $36.0M 0.24% +58K +16.5%
92 EEFT EURONET WORLDWIDE INC Technology 518,754 $34.4M 0.23% -219K -29.7%
93 TMDX TRANSMEDICS GROUP INC Healthcare 346,144 $34.4M 0.23% +14K +4.3%
94 HWC HANCOCK WHITNEY CORPORATION Financial Services 519,015 $33.0M 0.22%
95 BRBR BELLRING BRANDS INC Consumer Defensive 1,994,367 $32.1M 0.21% -4.1M -67.1%
96 MAMAS CREATIONS INC 2,077,031 $31.9M 0.21% -689K -24.9%
97 LECO LINCOLN EDL SVCS CORP Industrials 777,351 $31.6M 0.21% -338K -30.3%
98 RDVT RED VIOLET INC Technology 911,636 $31.5M 0.21% +110K +13.8%
99 PLPC PREFORMED LINE PRODS CO Industrials 112,889 $30.6M 0.20% NEW
100 PATTERN GROUP INC 2,442,394 $30.4M 0.20% +437K +21.8%
101 CERT CERTARA INC Healthcare 5,272,166 $30.1M 0.20% -12.0M -69.4%
102 WLDN WILLDAN GROUP INC Industrials 381,581 $29.2M 0.19% +120K +45.9%
103 BLLN BILLIONTOONE INC Healthcare 369,638 $29.2M 0.19% NEW
104 CAH CARDINAL INFRASTRUCTURE GROU Healthcare 693,050 $27.5M 0.18% +9K +1.3%
105 VITL VITAL FARMS INC Consumer Defensive 1,933,119 $27.3M 0.18% -754K -28.1%
106 CPA COPA HOLDINGS SA Industrials 217,648 $24.7M 0.16% -237K -52.1%
107 VECO VEECO INSTRS INC DEL Technology 693,912 $23.5M 0.16% -320K -31.6%
108 TATT TAT TECHNOLOGIES LTD Industrials 569,080 $23.1M 0.15% -142K -19.9%
109 AAL AMERICAN INTEGRITY INS GROUP Industrials 1,192,192 $23.0M 0.15% +332K +38.6%
110 DGII DIGI INTL INC Technology 450,066 $21.7M 0.14% -32K -6.6%
111 PWP PERELLA WEINBERG PARTNERS Financial Services 1,120,404 $20.3M 0.14% -42K -3.6%
112 HAYMAKER ACQUISITION CORP IV 1,674,418 $19.3M 0.13% NEW
113 EZPW EZCORP INC Financial Services 713,934 $18.1M 0.12% -979K -57.8%
114 ORION GROUP HLDGS INC 1,656,834 $18.1M 0.12% -611K -26.9%
115 FLO FLOWERS FOODS INC Consumer Defensive 2,098,967 $17.1M 0.11%
116 PDFS PDF SOLUTIONS INC Technology 507,737 $16.6M 0.11% -15K -2.8%
117 CHEFS WHSE INC 273,246 $16.2M 0.11% +47K +20.9%
118 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 1,340,916 $14.9M 0.10% +9K +0.7%
119 SKWD SKYWARD SPECIALTY INS GROUP Financial Services 319,781 $14.0M 0.09% +63K +24.7%
120 SWIM LATHAM GROUP INC Industrials 2,571,488 $13.8M 0.09% -198K -7.2%
121 KLIC KULICKE & SOFFA INDS INC Technology 187,449 $12.3M 0.08% -84K -30.9%
122 INDI INDIE SEMICONDUCTOR INC Technology 3,811,285 $12.3M 0.08% +2.2M +130.0%
123 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 607,680 $12.0M 0.08% +327K +116.1%
124 CSTL CASTLE BIOSCIENCES INC Healthcare 455,036 $11.2M 0.07% -82K -15.3%
125 HLLY HOLLEY INC Consumer Cyclical 3,617,782 $11.1M 0.07% -62K -1.7%
126 VKTX VIKING THERAPEUTICS INC Healthcare 313,158 $10.2M 0.07% +148K +89.3%
127 ARCB ARCBEST CORP Industrials 102,575 $10.1M 0.07% -13K -10.9%
128 SITM SITIME CORP Technology 29,097 $10.0M 0.07% -6K -15.9%
129 DERM JOURNEY MED CORP Healthcare 2,133,370 $10.0M 0.07% +817K +62.1%
130 CERS CERUS CORP Healthcare 5,281,136 $9.6M 0.06% -181K -3.3%
131 KRUS KURA SUSHI USA INC Consumer Cyclical 137,336 $9.6M 0.06% +11K +8.7%
132 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 242,585 $9.6M 0.06% +23K +10.7%
133 FINW FINWISE BANCORP Financial Services 602,116 $9.5M 0.06%
134 LPRO OPEN LENDING CORP Financial Services 7,054,107 $8.8M 0.06% +717K +11.3%
135 DYN DYNE THERAPEUTICS INC Healthcare 443,668 $8.0M 0.05% +37K +9.0%
136 IIIV I3 VERTICALS INC Technology 351,804 $7.9M 0.05% +109K +44.8%
137 PPHC PUBLIC POL HLDG CO INC Industrials 603,017 $7.8M 0.05% NEW
138 CCCC C4 THERAPEUTICS INC Healthcare 2,961,761 $7.8M 0.05% -1.4M -31.8%
139 MAREX GROUP PLC 171,109 $7.6M 0.05% +140K +452.1%
140 SDHC SMITH DOUGLAS HOMES CORP Real Estate 586,755 $7.5M 0.05% -663K -53.0%
141 JNJ JOHNSON & JOHNSON Healthcare 29,864 $7.3M 0.05%
142 LGIH LGI HOMES INC Consumer Cyclical 183,792 $7.3M 0.05% -448K -70.9%
143 ATRC ATRICURE INC Healthcare 253,931 $7.2M 0.05% -100K -28.2%
144 BKSY BLACKSKY TECHNOLOGY INC Technology 285,883 $7.2M 0.05% -122K -29.9%
145 INSP INSPIRE MED SYS INC Healthcare 138,603 $7.1M 0.05% +23K +19.4%
146 AIOT POWERFLEET INC Technology 2,241,729 $6.9M 0.05% +640K +40.0%
147 PATRICK INDS INC 62,092 $6.9M 0.05% -2K -2.4%
148 ON HLDG AG 196,030 $6.7M 0.04% +23K +13.0%
149 GHM GRAHAM CORP Industrials 84,444 $6.7M 0.04% -11K -12.0%
150 AMBQ AMBIQ MICRO INC Technology 254,303 $6.5M 0.04% +37K +16.9%
151 C CITIGROUP INC Financial Services 56,683 $6.4M 0.04%
152 JPM JPMORGAN CHASE & CO Financial Services 20,674 $6.1M 0.04% +1K +5.1%
153 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 270,228 $6.1M 0.04% -452K -62.6%
154 TCBX THIRD COAST BANCSHARES INC Financial Services 158,155 $6.0M 0.04%
155 TLSI TRISALUS LIFE SCIENCES INC Healthcare 1,437,960 $5.8M 0.04% NEW
156 AORT ARTIVION INC Healthcare 156,388 $5.7M 0.04% -48K -23.5%
157 PRCT PROCEPT BIOROBOTICS CORP Healthcare 222,644 $5.6M 0.04%
158 DUK DUKE ENERGY CORP NEW Utilities 41,375 $5.4M 0.04%
159 EXC EXELON CORP Utilities 110,505 $5.4M 0.04% +9K +8.9%
160 OPTEX SYS HLDGS INC 398,148 $5.3M 0.04% +132K +49.8%
161 KIDS ORTHOPEDIATRICS CORP Healthcare 329,320 $5.2M 0.04% +39K +13.6%
162 CVX CHEVRON CORPORATION Energy 24,773 $5.1M 0.03%
163 SU SUNCOR ENERGY INC NEW Energy 77,366 $5.1M 0.03%
164 USB US BANCORP Financial Services 91,676 $4.8M 0.03% NEW
165 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 441,416 $4.6M 0.03% -10K -2.3%
166 IMTX IMMATICS N.V Healthcare 464,823 $4.6M 0.03% -50K -9.8%
167 ING ING GROEP N.V. Financial Services 175,000 $4.6M 0.03%
168 UNP UNION PAC CORP Industrials 18,733 $4.5M 0.03% +700 +3.9%
169 MLAB MESA LABS INC Technology 51,233 $4.5M 0.03% NEW
170 MGNX MACROGENICS INC Healthcare 1,559,701 $4.5M 0.03% -227K -12.7%
171 KIM KIMCO REALTY CORP Real Estate 189,732 $4.3M 0.03%
172 VICI PPTYS INC 154,511 $4.2M 0.03%
173 VZ VERIZON COMMUNICATIONS INC Communication Services 79,929 $4.0M 0.03%
174 AMDOCS LTD 59,757 $3.9M 0.03% +16K +35.5%
175 ULS UL SOLUTIONS INC Industrials 45,480 $3.9M 0.03% -5K -9.7%
176 PVH PVH CORPORATION Consumer Cyclical 54,692 $3.8M 0.03% +9K +18.8%
177 T AT&T INC Communication Services 130,719 $3.8M 0.03%
178 SON SONOCO PRODS CO Consumer Cyclical 70,037 $3.8M 0.03%
179 HEICO CORP NEW 17,802 $3.8M 0.03% -1K -6.1%
180 AQST AQUESTIVE THERAPEUTICS INC Healthcare 878,316 $3.6M 0.02% +197K +28.9%
181 DGX QUEST DIAGNOSTICS INC Healthcare 17,702 $3.5M 0.02%
182 NTLA INTELLIA THERAPEUTICS INC Healthcare 261,864 $3.4M 0.02% -52K -16.5%
183 PRPL PURPLE INNOVATION INC Consumer Cyclical 5,071,444 $3.4M 0.02% -45K -0.9%
184 NKTX NKARTA INC Healthcare 1,577,847 $3.3M 0.02%
185 MPWR MONOLITHIC PWR SYS INC Technology 2,942 $3.2M 0.02% -989 -25.2%
186 WEAV WEAVE COMMUNICATIONS INC Technology 661,702 $3.1M 0.02% -1.1M -62.8%
187 ARVN ARVINAS INC Healthcare 281,857 $3.0M 0.02% +13K +4.7%
188 ARHS ARHAUS INC Consumer Cyclical 432,913 $2.9M 0.02% -10.7M -96.1%
189 DG DOLLAR GEN CORP Consumer Defensive 23,798 $2.8M 0.02% -4K -13.9%
190 SUNS SUNRISE RLTY TR INC Real Estate 365,219 $2.8M 0.02% -229K -38.5%
191 KRNT KORNIT DIGITAL LTD Industrials 176,490 $2.6M 0.02% -2K -0.9%
192 INTC INTEL CORP Technology 57,150 $2.5M 0.02% -20K -25.6%
193 LDI LOANDEPOT INC Financial Services 1,686,407 $2.4M 0.02% +126K +8.1%
194 FISV FISERV INC Technology 38,837 $2.2M 0.01% +13K +49.4%
195 ROL ROLLINS INC Consumer Cyclical 37,518 $2.0M 0.01% -2K -4.3%
196 CNC CENTENE CORP DEL Healthcare 59,500 $1.9M 0.01% +16K +38.4%
197 BAP CREDICORP LTD Financial Services 5,361 $1.8M 0.01% +3K +126.9%
198 SN SHARKNINJA INC Consumer Cyclical 14,513 $1.5M 0.01% NEW
199 BLDR BUILDERS FIRSTSOURCE INC Industrials 17,905 $1.5M 0.01% +8K +82.4%
200 MANH MANHATTAN ASSOCIATES INC Technology 10,841 $1.4M 0.01% +226 +2.1%
201 AME AMETEK INC Industrials 6,723 $1.4M 0.01% -1K -15.1%
202 VSEC VSE CORP Industrials 6,341 $1.2M 0.01% -75K -92.2%
203 TYL TYLER TECHNOLOGIES INC Technology 2,764 $946K 0.01% +21 +0.8%
204 SILGAN HLDGS INC 22,763 $883K 0.01% NEW
205 SNX TD SYNNEX CORPORATION Technology 5,020 $847K 0.01% NEW
206 Q2 HLDGS INC 13,367 $632K 0.00% -1.8M -99.3%
207 MGA MAGNA INTL INC Consumer Cyclical 9,067 $506K 0.00% +1K +13.4%
208 SPOT SPOTIFY TECHNOLOGY S A Communication Services 983 $477K 0.00% +261 +36.1%
209 TD TORONTO DOMINION BK ONT Financial Services 4,518 $422K 0.00% -47K -91.2%
210 AXS AXIS CAP HLDGS LTD Financial Services 3,905 $396K 0.00% -3K -44.2%
211 MTDR MATADOR RES CO Energy 4,336 $274K 0.00% -661K -99.3%
212 NVDA NVIDIA CORPORATION Technology 1,251 $218K 0.00% -21 -1.6%
213 BUR BURFORD CAPITAL LIMITED Financial Services 21,704 $98K 0.00% NEW
Sector Allocation
Industrials 27.3%
Technology 22.1%
Healthcare 14.7%
Consumer Cyclical 12.9%
Financial Services 11.9%
Consumer Defensive 5.4%
Energy 2.8%
Basic Materials 2.3%
Real Estate 0.5%
Utilities 0.1%