Wasatch Advisors LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Wasatch Advisors LP reported 213 stock positions worth $15.1 billion. Its top holding was Healthequity (HQY) at 4.0% of the portfolio, followed by Ensign (ENSG, 2.8%) and Camtek (CAMT, 2.7%). Compared with Q4 2025, it opened 15 new positions, sold out of 28, added to 90 and reduced 96. The biggest buy was Everus Construction (ECG, shares +40%) and the biggest sale SHIFT4 Payments Class A (FOUR, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0000814133
- Portfolio Value
- $15.1B (Q1 2026)
- SEC Filing
- 0000814133-26-000038 ↗ filed Apr 21, 2026
Holdings Value
Holdings 213 stocks · $15.1B
| HQY Healthequity Inc. | 4.00% | 7,202,934 | $601.9M | Add +9.3% |
| ENSG The Ensign Group Inc. | 2.75% | 2,057,995 | $414.7M | Reduce -27.5% |
| CAMT Camtek Ltd. | 2.75% | 2,728,318 | $413.6M | Reduce -13.9% |
| MEDP Medpace Holdings Inc. | 2.47% | 773,931 | $371.6M | Add +19.4% |
| NVMI Nova Ltd. | 2.46% | 852,641 | $370.3M | Reduce -36.3% |
| FN Fabrinet | 2.44% | 703,140 | $366.7M | Reduce -14.6% |
| ECG Everus Construction Group | 2.37% | 3,017,249 | $356.2M | Add +39.7% |
| SXI Standex International Corp. | 2.23% | 1,317,226 | $335.7M | Reduce -3.8% |
| RBC RBC Bearings Inc. | 2.08% | 575,966 | $312.8M | Reduce -42.6% |
| KAI Kadant Inc. | 2.02% | 1,038,548 | $303.6M | Add +13.7% |
| SITE Siteone Landscape Supply Inc. | 1.88% | 2,121,524 | $282.4M | Add +1.6% |
| OZK Bank Ozk | 1.87% | 6,126,398 | $281.1M | Reduce -11.8% |
| OLLI Ollie's Bargain Outlet Holdi | 1.83% | 2,990,323 | $275.2M | Reduce -5.5% |
| VVV Valvoline Inc. | 1.79% | 7,996,009 | $269.3M | Reduce -1.8% |
| SAIA Saia Inc. | 1.65% | 708,880 | $249.0M | Reduce -3.5% |
| FRPT Freshpet Inc. | 1.62% | 4,141,437 | $244.2M | Add +5.2% |
| BCPC Balchem Corp. | 1.60% | 1,423,424 | $241.2M | Add +20.4% |
| NPO Enpro Inc. | 1.51% | 909,882 | $228.1M | Reduce -17.6% |
| CSW CSW Industrials Inc. | 1.51% | 873,659 | $227.7M | Add +31.1% |
| MC Moelis & Co. Class A | 1.42% | 3,742,624 | $213.3M | Add +9.0% |
| MELI MercadoLibre Inc. | 1.41% | 122,923 | $212.5M | Reduce -0.8% |
| CWST Casella Waste Systems Inc. Class A | 1.36% | 2,582,220 | $204.9M | Reduce -31.4% |
| SKY Champion Homes Inc. | 1.35% | 2,736,767 | $203.5M | Add +221.3% |
| LOAR Loar Holdings Inc. | 1.33% | 3,509,014 | $201.0M | Add +14.5% |
| PAY Paymentus Holdings Inc. Class A | 1.33% | 7,896,896 | $200.6M | Reduce -7.7% |
| GLBE Global-E Online Ltd. | 1.32% | 6,458,588 | $199.2M | Add +34.0% |
| FROG Jfrog Ltd. | 1.30% | 4,156,033 | $195.0M | Add +187.4% |
| UFPI Ufp Industries Inc. | 1.25% | 2,037,908 | $187.7M | Add +32.9% |
| AAON Aaon Inc. | 1.25% | 2,268,118 | $187.7M | Add +23.9% |
| FIVE Five Below | 1.24% | 818,382 | $187.0M | Reduce -35.5% |
| FOUR SHIFT4 Payments Inc. Class A | 1.22% | 4,206,244 | $183.9M | Reduce -38.0% |
| COCO The Vita Coco Co. Inc. | 1.17% | 3,675,489 | $176.1M | Add +80.3% |
| HLNE Hamilton Lane Inc. Class A | 1.16% | 1,751,596 | $174.1M | Add +15.8% |
| XPEL Xpel Inc. | 1.13% | 3,844,574 | $170.2M | Add +0.8% |
| CCC CCC Intelligent Solutions Ho | 1.12% | 28,231,760 | $169.4M | Add +23.9% |
| PCOR Procore Technologies Inc. | 1.12% | 2,956,863 | $168.5M | Reduce -30.2% |
| FSS Federal Signal Corp. | 1.08% | 1,506,488 | $162.9M | Reduce -11.2% |
| UFPT Ufp Technologies Inc. | 1.00% | 777,313 | $150.5M | Add +5.6% |
| FND Floor & Decor Holdings Inc. Class A | 0.98% | 2,897,074 | $147.2M | Add +23.1% |
| RLI Rli Corp. | 0.98% | 2,579,955 | $147.2M | Add +33.1% |
| RGEN Repligen Corp. | 0.97% | 1,243,531 | $146.5M | New |
| TBBB BBB Foods Inc. Class A | 0.96% | 4,099,825 | $145.0M | Add +20.3% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.96% | 10,051,556 | $144.4M | Reduce -1.5% |
| SE Sea Ltd.-ADR | 0.89% | 1,622,897 | $134.4M | Add +11.1% |
| CNS Cohen & Steers Inc. | 0.87% | 2,097,509 | $131.2M | Add +4.8% |
| TREX Trex Company Inc. filed as TREX INC | 0.86% | 3,536,750 | $128.8M | Reduce -1.8% |
| INTR Inter & Co. Inc. Class A | 0.80% | 15,168,620 | $120.7M | Reduce -1.4% |
| GWRE Guidewire Software Inc. | 0.80% | 801,489 | $119.9M | Add +28.9% |
| NOVT Novanta Inc. | 0.78% | 996,645 | $117.7M | Add +54.6% |
| PJT PJT Partners Inc. Class A | 0.77% | 824,537 | $115.2M | Add +40.4% |
| GSHD Goosehead Insurance Inc. Class A | 0.65% | 2,292,227 | $97.8M | Add +32.3% |
| CTS CTS Corp. | 0.63% | 1,993,929 | $95.2M | Reduce -11.9% |
| BELFB Bel Fuse Inc. Class B | 0.63% | 478,709 | $94.8M | Add +16.6% |
| ROAD Construction Partners Inc. Class A | 0.62% | 836,440 | $92.9M | Add +37.8% |
| WING Wingstop Inc. | 0.59% | 572,082 | $88.7M | Add +59.2% |
| DXPE DXP Enterprises Inc. | 0.59% | 633,641 | $88.5M | Reduce -16.0% |
| PCTY Paylocity Holding Corp. | 0.58% | 808,012 | $87.3M | Reduce -4.0% |
| MMYT Makemytrip Ltd. | 0.58% | 2,339,741 | $87.2M | Add +64.2% |
| ALSN Allison Transmission Holding | 0.57% | 734,327 | $86.0M | Reduce -21.3% |
| ADUS Addus Homecare Corp. | 0.54% | 867,825 | $81.3M | Reduce -4.4% |
| ESE Esco Technologies Inc. | 0.54% | 288,254 | $81.1M | New |
| ARLO Arlo Technologies Inc. | 0.51% | 5,426,267 | $77.2M | Add +1.9% |
| ICFI Icf International Inc. | 0.51% | 1,174,850 | $76.7M | Reduce -54.9% |
| LMB Limbach Holdings Inc. | 0.50% | 969,639 | $75.7M | Reduce -2.8% |
| HWKN Hawkins Inc. | 0.48% | 469,672 | $72.1M | Reduce -15.0% |
| UTI Universal Technical Institut | 0.47% | 1,978,776 | $71.4M | Add +12.8% |
| AGYS Agilysys Inc. | 0.45% | 953,730 | $67.8M | Add +33.0% |
| WHD Cactus Inc. Class A | 0.42% | 1,349,420 | $63.9M | Add +79.0% |
| AXGN Axogen Inc. | 0.41% | 1,857,350 | $61.5M | Add +101.1% |
| ALG Alamo Group Inc. | 0.41% | 371,098 | $61.2M | Add +4.5% |
| APAM Artisan Partners Asset Ma -A | 0.38% | 1,571,535 | $57.2M | Reduce -5.3% |
| DMC Del Monte Corp. filed as FRESH DEL MONTE PRODUCE INC | 0.37% | 1,384,961 | $55.8M | Reduce -22.4% |
| FTDR Frontdoor Inc. | 0.36% | 1,033,141 | $54.6M | Reduce -7.1% |
| GVA Granite Construction Inc. | 0.36% | 449,589 | $53.9M | Reduce -32.6% |
| LOPE Grand Canyon Education Inc. | 0.36% | 316,202 | $53.8M | Reduce -34.6% |
| AX Axos Financial Inc. | 0.35% | 616,381 | $52.4M | Reduce -0.2% |
| HLIO Helios Technologies Inc. | 0.34% | 799,008 | $51.7M | Add +35.4% |
| EPR Epr Properties filed as EPR PPTYS | 0.32% | 973,439 | $48.6M | New |
| SBH Sally Beauty Holdings Inc. | 0.31% | 3,393,739 | $47.0M | Reduce -13.7% |
| ADT Adt Inc. | 0.31% | 7,045,676 | $46.3M | Reduce -0.1% |
| BROS Dutch Bros Inc. Class A | 0.30% | 881,805 | $44.7M | Add +6.9% |
| STEP Stepstone Group Inc. Class A | 0.29% | 921,720 | $44.0M | Add +0.5% |
| MD Pediatrix Medical Group Inc. | 0.29% | 2,050,524 | $43.9M | New |
| PNTG The Pennant Group Inc. | 0.29% | 1,418,687 | $43.2M | Add +143.2% |
| ESPR Esperion Therapeutics Inc. | 0.29% | 15,768,897 | $43.2M | Add +66.9% |
| NPKI NPK International Inc. | 0.28% | 2,899,021 | $42.0M | Add +30.8% |
| SFBS Servisfirst Bancshares Inc. | 0.27% | 552,153 | $40.2M | Add +14.6% |
| SCSC Scansource Inc. | 0.27% | 1,099,992 | $39.9M | Reduce -0.4% |
| OSK Oshkosh Corp. | 0.25% | 260,686 | $38.4M | Reduce -40.5% |
| ESQ Esquire Financial Holdings I | 0.25% | 344,046 | $37.0M | Reduce -4.6% |
| SHAK Shake Shack Inc. Class A | 0.24% | 407,283 | $36.0M | Add +16.5% |
| EEFT Euronet Worldwide Inc. | 0.23% | 518,754 | $34.4M | Reduce -29.7% |
| TMDX Transmedics Group Inc. | 0.23% | 346,144 | $34.4M | Add +4.3% |
| HWC Hancock Whitney Corp. | 0.22% | 519,015 | $33.0M | Reduce -0.1% |
| BRBR Bellring Brands Inc. | 0.21% | 1,994,367 | $32.1M | Reduce -67.1% |
| MAMA Mama's Creations Inc. | 0.21% | 2,077,031 | $31.9M | Reduce -24.9% |
| LINC Lincoln Educational Services | 0.21% | 777,351 | $31.6M | Reduce -30.3% |
| RDVT Red Violet Inc. | 0.21% | 911,636 | $31.5M | Add +13.8% |
| PLPC Preformed Line Products Co. | 0.20% | 112,889 | $30.6M | New |
| PTRN Pattern Group Inc. Class A | 0.20% | 2,442,394 | $30.4M | Add +21.8% |
Portfolio Sells Q4 2025 → Q1 2026
| FOUR SHIFT4 Payments Inc. Class A | Reduce -38.0% | 1.22% | −1.31 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −1.21 |
| MOD Modine Manufacturing Co. | Sold out | 0.00% | −1.04 |
| CWST Casella Waste Systems Inc. Class A | Reduce -31.4% | 1.36% | −0.83 |
| ICFI Icf International Inc. | Reduce -54.9% | 0.51% | −0.81 |
| QTWO Q2 Holdings Inc. | Reduce -99.3% | 0.00% | −0.78 |
| BRBR Bellring Brands Inc. | Reduce -67.1% | 0.21% | −0.75 |
| ARHS Arhaus Inc. | Reduce -96.1% | 0.02% | −0.72 |
| PCOR Procore Technologies Inc. | Reduce -30.2% | 1.12% | −0.71 |
| CERT Certara Inc. | Reduce -69.4% | 0.20% | −0.70 |
| RBC RBC Bearings Inc. | Reduce -42.6% | 2.08% | −0.60 |
| GLOB Globant SA | Sold out | 0.00% | −0.48 |
| MORN Morningstar Inc. | Sold out | 0.00% | −0.43 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −0.35 |
| VITL Vital Farms Inc. | Reduce -28.1% | 0.18% | −0.33 |
| NCNO Ncino Inc. | Sold out | 0.00% | −0.30 |
| PAY Paymentus Holdings Inc. Class A | Reduce -7.7% | 1.33% | −0.27 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -5.5% | 1.83% | −0.23 |
| YETI Yeti Holdings Inc. | Sold out | 0.00% | −0.21 |
| ALKT Alkami Technology Inc. | Sold out | 0.00% | −0.19 |
| ENSG The Ensign Group Inc. | Reduce -27.5% | 2.75% | −0.18 |
| PCTY Paylocity Holding Corp. | Reduce -4.0% | 0.58% | −0.18 |
| FIVE Five Below | Reduce -35.5% | 1.24% | −0.18 |
| MTDR Matador Resources Co. | Reduce -99.3% | 0.00% | −0.17 |
| NSA National Storage Affiliates | Sold out | 0.00% | −0.17 |
| CPA Copa Holdings SA Class A | Reduce -52.1% | 0.16% | −0.16 |
| ABR Arbor Realty Trust Inc. | Sold out | 0.00% | −0.16 |
| DHT DHT Holdings Inc. | Sold out | 0.00% | −0.15 |
| NVMI Nova Ltd. | Reduce -36.3% | 2.46% | −0.15 |
| OS Onestream Inc. | Sold out | 0.00% | −0.15 |
| CNMD Conmed Corp. | Sold out | 0.00% | −0.14 |
| LOPE Grand Canyon Education Inc. | Reduce -34.6% | 0.36% | −0.12 |
| LGIH Lgi Homes Inc. | Reduce -70.9% | 0.05% | −0.11 |
| EEFT Euronet Worldwide Inc. | Reduce -29.7% | 0.23% | −0.10 |
| GVA Granite Construction Inc. | Reduce -32.6% | 0.36% | −0.10 |
| CLMB Climb Global Solutions Inc. | Reduce -46.0% | 0.08% | −0.09 |
| POOL Pool Corp. | Sold out | 0.00% | −0.08 |
| BOW Bowhead Specialty Holdings I | Reduce -62.6% | 0.04% | −0.08 |
| ACVA Acv Auctions Inc. Class A | Sold out | 0.00% | −0.08 |
| VSEC Vse Corp. | Reduce -92.2% | 0.01% | −0.08 |
| EZPW Ezcorp Inc. Class A | Reduce -57.8% | 0.12% | −0.07 |
| SDHC Smith Douglas Homes Corp. | Reduce -53.0% | 0.05% | −0.07 |
| OSK Oshkosh Corp. | Reduce -40.5% | 0.25% | −0.07 |
| MELI MercadoLibre Inc. | Reduce -0.8% | 1.41% | −0.07 |
| AEYE Audioeye Inc. | Sold out | 0.00% | −0.07 |
| WEAV Weave Communications Inc. | Reduce -62.8% | 0.02% | −0.06 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -1.5% | 0.96% | −0.06 |
| CSTL Castle Biosciences Inc. | Reduce -15.3% | 0.07% | −0.05 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −0.04 |
| ADUS Addus Homecare Corp. | Reduce -4.4% | 0.54% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| ECG Everus Construction Group | Add +39.7% | 2.37% | +1.27 |
| RGEN Repligen Corp. | New | 0.97% | +0.97 |
| SKY Champion Homes Inc. | Add +221.3% | 1.35% | +0.92 |
| FROG Jfrog Ltd. | Add +187.4% | 1.30% | +0.76 |
| ESE Esco Technologies Inc. | New | 0.54% | +0.54 |
| COCO The Vita Coco Co. Inc. | Add +80.3% | 1.17% | +0.53 |
| BCPC Balchem Corp. | Add +20.4% | 1.60% | +0.53 |
| KAI Kadant Inc. | Add +13.7% | 2.02% | +0.47 |
| UFPI Ufp Industries Inc. | Add +32.9% | 1.25% | +0.42 |
| AAON Aaon Inc. | Add +23.9% | 1.25% | +0.42 |
| HQY Healthequity Inc. | Add +9.3% | 4.00% | +0.41 |
| CSW CSW Industrials Inc. | Add +31.1% | 1.51% | +0.35 |
| SITE Siteone Landscape Supply Inc. | Add +1.6% | 1.88% | +0.33 |
| NOVT Novanta Inc. | Add +54.6% | 0.78% | +0.33 |
| EPR Epr Properties | New | 0.32% | +0.32 |
| MEDP Medpace Holdings Inc. | Add +19.4% | 2.47% | +0.30 |
| MD Pediatrix Medical Group Inc. | New | 0.29% | +0.29 |
| TBBB BBB Foods Inc. Class A | Add +20.3% | 0.96% | +0.29 |
| RLI Rli Corp. | Add +33.1% | 0.98% | +0.24 |
| AXGN Axogen Inc. | Add +101.1% | 0.41% | +0.23 |
| ROAD Construction Partners Inc. Class A | Add +37.8% | 0.62% | +0.23 |
| WHD Cactus Inc. Class A | Add +79.0% | 0.42% | +0.22 |
| BELFB Bel Fuse Inc. Class B | Add +16.6% | 0.63% | +0.22 |
| PLPC Preformed Line Products Co. | New | 0.20% | +0.20 |
| UTI Universal Technical Institut | Add +12.8% | 0.47% | +0.20 |
| GLBE Global-E Online Ltd. | Add +34.0% | 1.32% | +0.20 |
| FRPT Freshpet Inc. | Add +5.2% | 1.62% | +0.20 |
| BLLN Billiontoone Inc. Class A | New | 0.19% | +0.19 |
| PNTG The Pennant Group Inc. | Add +143.2% | 0.29% | +0.19 |
| PJT PJT Partners Inc. Class A | Add +40.4% | 0.77% | +0.18 |
| HLIO Helios Technologies Inc. | Add +35.4% | 0.34% | +0.16 |
| HAYMAKER ACQUISITION CORP 4 | New | 0.13% | +0.13 |
| FND Floor & Decor Holdings Inc. Class A | Add +23.1% | 0.98% | +0.13 |
| CNS Cohen & Steers Inc. | Add +4.8% | 0.87% | +0.12 |
| NPKI NPK International Inc. | Add +30.8% | 0.28% | +0.12 |
| LOAR Loar Holdings Inc. | Add +14.5% | 1.33% | +0.10 |
| CDNL Cardinal Infrastructure GR-A | Add +1.3% | 0.18% | +0.08 |
| WING Wingstop Inc. | Add +59.2% | 0.59% | +0.08 |
| ESPR Esperion Therapeutics Inc. | Add +66.9% | 0.29% | +0.08 |
| SHAK Shake Shack Inc. Class A | Add +16.5% | 0.24% | +0.07 |
| ARLO Arlo Technologies Inc. | Add +1.9% | 0.51% | +0.07 |
| PTRN Pattern Group Inc. Class A | Add +21.8% | 0.20% | +0.06 |
| SFBS Servisfirst Bancshares Inc. | Add +14.6% | 0.27% | +0.06 |
| GWRE Guidewire Software Inc. | Add +28.9% | 0.80% | +0.05 |
| ALG Alamo Group Inc. | Add +4.5% | 0.41% | +0.05 |
| PPHC Public Policy Holding Co. Inc. | New | 0.05% | +0.05 |
| CCC CCC Intelligent Solutions Ho | Add +23.9% | 1.12% | +0.05 |
| INDI Indie Semiconductor Inc. Class A | Add +130.0% | 0.08% | +0.05 |
| AII American Integrity Insurance | Add +38.6% | 0.15% | +0.05 |
| MRX Marex UK Holdings Ltd. | Add +452.1% | 0.05% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 219 | $15.3B | HQY, ENSG, CAMT, CWST, MEDP |
| Q1 2026 | 213 | $15.1B | HQY, ENSG, CAMT, MEDP, NVMI |
| Q4 2025 | 226 | $16.8B | HQY, ENSG, RBC, NVMI, FOUR |
| Q3 2025 | 229 | $18.6B | NVMI, ENSG, HQY, FN, RBC |
| Q2 2025 | 230 | $19.1B | HQY, FOUR, NVMI, ENSG, OLLI |
| Q1 2025 | 234 | $17.9B | HQY, OLLI, FOUR, VVV, PCTY |
| Q4 2024 | 232 | $20.2B | GLOB, HQY, FOUR, NVMI, PCTY |
| Q3 2024 | 237 | $20.4B | GLOB, HQY, FOUR, ENSG, CWAN |
| Q2 2024 | 237 | $18.7B | HQY, GLOB, ENSG, NVMI, RBC |
| Q1 2024 | 247 | $19.1B | GLOB, HQY, ENSG, RBC, NVMI |