Wasatch Advisors Lp Portfolio Stock Holdings
According to the SEC 13F filed on July 10, 2026, Wasatch Advisors Lp disclosed 210 stock positions valued at approximately $15.28B as of quarter-end June 30, 2026. The largest holdings include HEALTHEQUITY INC, ENSIGN GROUP INC, and CAMTEK LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 210
- Portfolio Value
- $15.28B
Holdings by Sector
Wasatch Advisors Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| HEALTHEQUITY INC | HQY | Healthcare | 4.71% | 7,960,735 | +757,801 | +10.52% | $719,013,585 |
| ENSIGN GROUP INC | ENSG | Healthcare | 2.39% | 2,278,324 | +220,329 | +10.71% | $365,215,337 |
| CAMTEK LTD | CAMT | Other | 2.27% | 2,121,920 | -606,398 | -22.23% | $346,127,590 |
| CASELLA WASTE SYS INC | CWST | Industrials | 2.24% | 3,531,594 | +949,374 | +36.77% | $342,458,670 |
| MEDPACE HLDGS INC | MEDP | Healthcare | 2.21% | 636,595 | -137,336 | -17.75% | $337,134,346 |
| OLLIES BARGAIN OUTLET HLDGS | OLLI | Consumer Defensive | 2.19% | 4,362,067 | +1,371,744 | +45.87% | $335,355,711 |
| STANDEX INTL CORP | SXI | Industrials | 1.98% | 846,255 | -470,971 | -35.75% | $302,680,026 |
| AAON INC | AAON | Industrials | 1.94% | 2,338,517 | +70,399 | +3.10% | $296,664,267 |
| GLOBAL E ONLINE LTD | GLBE | Other | 1.88% | 8,275,194 | +1,816,606 | +28.13% | $287,397,488 |
| NOVA LTD | NVMI | Other | 1.82% | 512,690 | -339,951 | -39.87% | $278,359,909 |
| KADANT INC | KAI | Industrials | 1.79% | 868,696 | -169,852 | -16.35% | $272,970,344 |
| LOAR HOLDINGS INC | LOAR | Industrials | 1.71% | 3,241,786 | -267,228 | -7.62% | $261,320,369 |
| JFROG LTD | FROG | Other | 1.71% | 2,871,348 | -1,284,685 | -30.91% | $260,948,106 |
| BANK OZK LITTLE ROCK ARK | OZK | Financial Services | 1.60% | 4,695,376 | -1,431,022 | -23.36% | $244,582,136 |
| CHAMPION HOMES INC | SKY | Consumer Cyclical | 1.58% | 2,747,516 | +10,749 | +0.39% | $242,111,110 |
| VALVOLINE INC | VVV | Consumer Cyclical | 1.57% | 6,074,830 | -1,921,179 | -24.03% | $240,198,778 |
| CTS CORP | CTS | Technology | 1.54% | 3,599,707 | +1,605,778 | +80.53% | $234,664,899 |
| PJT PARTNERS INC | PJT | Financial Services | 1.46% | 1,478,222 | +653,685 | +79.28% | $223,122,829 |
| REPLIGEN CORP | RGEN | Healthcare | 1.42% | 1,590,251 | +346,720 | +27.88% | $216,973,846 |
| RLI CORP | RLI | Financial Services | 1.40% | 3,631,273 | +1,051,318 | +40.75% | $214,499,296 |
| MOELIS & CO | MC | Financial Services | 1.39% | 3,246,593 | -496,031 | -13.25% | $212,392,114 |
| RBC BEARINGS INC | RBC | Industrials | 1.36% | 322,076 | -253,890 | -44.08% | $207,436,269 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.34% | 120,943 | -1,980 | -1.61% | $205,287,439 |
| EVERUS CONSTR GROUP | ECG | Other | 1.30% | 1,196,538 | -1,820,711 | -60.34% | $198,565,481 |
| CSW INDUSTRIALS INC | CSWI | Industrials | 1.26% | 693,036 | -180,623 | -20.67% | $192,871,919 |
| TREX INC | TREX | Industrials | 1.23% | 3,757,238 | +220,488 | +6.23% | $188,012,190 |
| UFP TECHNOLOGIES INC | UFPT | Healthcare | 1.19% | 683,262 | -94,051 | -12.10% | $181,153,254 |
| XPEL INC | XPEL | Consumer Cyclical | 1.18% | 3,650,489 | -194,085 | -5.05% | $181,064,254 |
| BALCHEM CORP | BCPC | Basic Materials | 1.16% | 1,050,780 | -372,644 | -26.18% | $177,529,281 |
| BBB FOODS INC | TBBB | Other | 1.16% | 4,239,474 | +139,649 | +3.41% | $176,658,882 |
Showing 30 of 210 holdings in the latest reporting period.