Wasatch Advisors LP 13F Holdings · Q2 2026
Wasatch Advisors LP reported 219 securities worth $15.28B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: HQY (4.71%), ENSG (2.39%), CAMT (2.27%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HQY | HEALTHEQUITY INC | $719.0M | 4.71% | 8.0M | Added |
| 2 | ENSG | ENSIGN GROUP INC | $365.2M | 2.39% | 2.3M | Added |
| 3 | CAMT | CAMTEK LTD | $346.1M | 2.27% | 2.1M | Trimmed |
| 4 | CWST | CASELLA WASTE SYS INC | $342.5M | 2.24% | 3.5M | Added |
| 5 | MEDP | MEDPACE HLDGS INC | $337.1M | 2.21% | 636,595 | Trimmed |
| 6 | OLLI | OLLIES BARGAIN OUTLET HLDGS | $335.4M | 2.19% | 4.4M | Added |
| 7 | SXI | STANDEX INTL CORP | $302.7M | 1.98% | 846,255 | Trimmed |
| 8 | AAON | AAON INC | $296.7M | 1.94% | 2.3M | Added |
| 9 | GLBE | GLOBAL E ONLINE LTD | $287.4M | 1.88% | 8.3M | Added |
| 10 | NVMI | NOVA LTD | $278.4M | 1.82% | 512,690 | Trimmed |
| 11 | KAI | KADANT INC | $273.0M | 1.79% | 868,696 | Trimmed |
| 12 | FROG | JFROG LTD | $260.9M | 1.71% | 2.9M | Trimmed |
| 13 | LOAR | LOAR HOLDINGS INC | $261.3M | 1.71% | 3.2M | Trimmed |
| 14 | OZK | BANK OZK LITTLE ROCK ARK | $244.6M | 1.60% | 4.7M | Trimmed |
| 15 | SKY | CHAMPION HOMES INC | $242.1M | 1.58% | 2.7M | Added |
| 16 | VVV | VALVOLINE INC | $240.2M | 1.57% | 6.1M | Trimmed |
| 17 | CTS | CTS CORP | $234.7M | 1.54% | 3.6M | Added |
| 18 | PJT | PJT PARTNERS INC | $223.1M | 1.46% | 1.5M | Added |
| 19 | RGEN | REPLIGEN CORP | $217.0M | 1.42% | 1.6M | Added |
| 20 | RLI | RLI CORP | $214.5M | 1.40% | 3.6M | Added |
| 21 | MC | MOELIS & CO | $212.4M | 1.39% | 3.2M | Trimmed |
| 22 | RBC | RBC BEARINGS INC | $207.4M | 1.36% | 322,076 | Trimmed |
| 23 | MELI | MERCADOLIBRE INC | $205.3M | 1.34% | 120,943 | Trimmed |
| 24 | ECG | EVERUS CONSTR GROUP | $198.6M | 1.30% | 1.2M | Trimmed |
| 25 | CSW | CSW INDUSTRIALS INC | $192.9M | 1.26% | 693,036 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR