Wasatch Advisors Lp Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Wasatch Advisors Lp disclosed 226 stock positions valued at approximately $13.47B as of quarter-end September 30, 2026. The largest holdings include HEALTHEQUITY INC, OLLIES BARGAIN OUTLET HLDGS, and ENSIGN GROUP INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 226
- Portfolio Value
- $13.47B
Holdings by Sector
Wasatch Advisors Lp Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| HEALTHEQUITY INC | HQY | Healthcare | 4.60% | 7,011,469 | -949,266 | -11.92% | $620,234,548 |
| OLLIES BARGAIN OUTLET HLDGS | OLLI | Consumer Defensive | 3.27% | 5,135,660 | +773,593 | +17.73% | $439,869,279 |
| ENSIGN GROUP INC | ENSG | Healthcare | 2.60% | 2,038,390 | -239,934 | -10.53% | $350,603,080 |
| GLOBAL E ONLINE LTD | GLBE | Consumer Cyclical | 2.53% | 8,592,495 | +317,301 | +3.83% | $341,379,826 |
| MEDPACE HLDGS INC | MEDP | Healthcare | 2.16% | 465,944 | -170,651 | -26.81% | $290,832,926 |
| PAYMENTUS HOLDINGS INC | PAY | Technology | 2.05% | 9,013,026 | +2,824,830 | +45.65% | $276,159,117 |
| CASELLA WASTE SYS INC | CWST | Industrials | 1.82% | 3,056,089 | -475,505 | -13.46% | $245,556,751 |
| AAON INC | AAON | Industrials | 1.82% | 2,959,453 | +620,936 | +26.55% | $244,924,330 |
| KADANT INC | KAI | Industrials | 1.70% | 876,946 | +8,250 | +0.95% | $229,338,918 |
| CAMTEK LTD | CAMT | Technology | 1.70% | 1,474,791 | -647,129 | -30.50% | $228,961,303 |
| CHAMPION HOMES INC | SKY | Consumer Cyclical | 1.68% | 2,634,898 | -112,618 | -4.10% | $225,810,759 |
| RLI CORP | RLI | Financial Services | 1.66% | 4,036,368 | +405,095 | +11.16% | $223,251,514 |
| BBB FOODS INC | TBBB | Consumer Defensive | 1.53% | 3,909,287 | -330,187 | -7.79% | $205,784,868 |
| CTS CORP | CTS | Technology | 1.48% | 3,402,325 | -197,382 | -5.48% | $199,682,454 |
| PJT PARTNERS INC | PJT | Financial Services | 1.43% | 1,352,809 | -125,413 | -8.48% | $193,059,372 |
| STANDEX INTL CORP | SXI | Industrials | 1.42% | 700,580 | -145,675 | -17.21% | $191,300,375 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.31% | 101,868 | -19,075 | -15.77% | $176,081,894 |
| REPLIGEN CORP | RGEN | Healthcare | 1.29% | 907,159 | -683,092 | -42.95% | $174,383,175 |
| CSW INDUSTRIALS INC | CSWI | Industrials | 1.28% | 596,128 | -96,908 | -13.98% | $171,732,554 |
| FRESHPET INC | FRPT | Consumer Defensive | 1.26% | 2,945,636 | +126,343 | +4.48% | $169,550,808 |
| UFP TECHNOLOGIES INC | UFPT | Healthcare | 1.22% | 552,809 | -130,453 | -19.09% | $164,084,767 |
| LOAR HOLDINGS INC | LOAR | Industrials | 1.20% | 2,631,612 | -610,174 | -18.82% | $161,896,770 |
| NOVA LTD | NVMI | Technology | 1.18% | 413,712 | -98,978 | -19.31% | $159,361,862 |
| TREX INC | TREX | Industrials | 1.18% | 3,641,416 | -115,822 | -3.08% | $158,620,081 |
| BANK OZK LITTLE ROCK ARK | OZK | Financial Services | 1.14% | 3,345,235 | -1,350,141 | -28.75% | $153,747,001 |
| VALVOLINE INC | VVV | Consumer Cyclical | 1.13% | 5,048,130 | -1,026,700 | -16.90% | $152,150,638 |
| XPEL INC | XPEL | Consumer Cyclical | 1.13% | 3,431,038 | -219,451 | -6.01% | $151,548,948 |
| NOVANTA INC | NOVT | Technology | 1.11% | 1,052,110 | +292,118 | +38.44% | $149,599,521 |
| JFROG LTD | FROG | Technology | 1.10% | 1,521,452 | -1,349,896 | -47.01% | $147,641,702 |
| SEA LTD | SE | Consumer Cyclical | 1.07% | 1,479,918 | +8,167 | +0.55% | $144,084,816 |
Showing 30 of 226 holdings in the latest reporting period.