Conestoga Capital Advisors, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| REPLIGEN CORP | 956,913 | 1,057,975 | +101,062 | 127,910,561 | 173,359,783 | +45,449,222 |
| CSW INDUSTRIALS INC | 578,891 | 633,255 | +54,364 | 140,525,776 | 185,879,323 | +45,353,547 |
| KARMAN HLDGS INC | 0 | 534,897 | +534,897 | 0 | 39,138,413 | +39,138,413 |
| NOVANTA INC | 1,410,719 | 1,458,259 | +47,540 | 141,283,508 | 173,518,238 | +32,234,730 |
| CLEARWATER ANALYTICS HLDGS I | 6,710,904 | 6,097,771 | -613,133 | 120,930,490 | 147,078,237 | +26,147,747 |
| BADGER METER INC | 0 | 130,393 | +130,393 | 0 | 22,741,843 | +22,741,843 |
| RBC BEARINGS INC | 625,943 | 584,410 | -41,533 | 244,299,293 | 262,066,976 | +17,767,683 |
| BRIGHT HORIZONS FAM SOL IN D | 880,580 | 1,100,803 | +220,223 | 95,604,571 | 111,621,424 | +16,016,853 |
| MIRION TECHNOLOGIES INC | 1,351,785 | 1,938,849 | +587,064 | 31,442,519 | 45,407,844 | +13,965,325 |
| HENRY JACK & ASSOC INC | 202,582 | 235,233 | +32,651 | 30,170,537 | 42,925,318 | +12,754,781 |
| VERICEL CORP | 0 | 2,254,562 | +2,254,562 | 0 | 81,186,778 | +81,186,778 |
| NCINO INC | 2,275,238 | 2,861,024 | +585,786 | 61,681,702 | 73,356,655 | +11,674,953 |
| KADANT INC | 168,698 | 216,204 | +47,506 | 50,201,249 | 61,622,558 | +11,421,309 |
| WORKIVA INC | 0 | 1,083,243 | +1,083,243 | 0 | 93,429,709 | +93,429,709 |
| LCI INDS | 171,564 | 194,833 | +23,269 | 15,981,187 | 23,641,036 | +7,659,849 |
| WEST PHARMACEUTICAL SVSC INC | 0 | 122,791 | +122,791 | 0 | 33,784,716 | +33,784,716 |
| SPX TECHNOLOGIES INC | 776,786 | 758,400 | -18,386 | 145,088,089 | 151,725,504 | +6,637,415 |
| PROCORE TECHNOLOGIES INC | 312,712 | 385,193 | +72,481 | 22,802,959 | 28,018,939 | +5,215,980 |
| ROLLINS INC | 1,077,448 | 1,130,355 | +52,907 | 63,289,296 | 67,843,907 | +4,554,611 |
| GRACO INC | 463,812 | 531,355 | +67,543 | 39,405,468 | 43,555,169 | +4,149,701 |
| JBT MAREL CORPORATION | 173,566 | 188,602 | +15,036 | 24,377,345 | 28,416,663 | +4,039,318 |
| BIO-TECHNE CORP | 305,483 | 354,561 | +49,078 | 16,994,019 | 20,851,732 | +3,857,713 |
| DIGI INTL INC | 3,415,734 | 2,955,793 | -459,941 | 124,537,662 | 127,956,279 | +3,418,617 |
| CCC INTELLIGENT SOLUTIONS HL | 10,623,881 | 12,530,897 | +1,907,016 | 96,783,556 | 99,620,631 | +2,837,075 |
| EXPONENT INC | 2,361,196 | 2,392,499 | +31,303 | 164,055,867 | 166,182,949 | +2,127,082 |
| ELECTROVAYA INC | 0 | 263,320 | +263,320 | 0 | 2,080,228 | +2,080,228 |
| AGILYSYS INC | 655,779 | 598,141 | -57,638 | 69,020,740 | 71,083,076 | +2,062,336 |
| MERIT MED SYS INC | 2,185,265 | 2,086,483 | -98,782 | 181,879,606 | 183,902,612 | +2,023,006 |
| UL SOLUTIONS INC | 0 | 1,046,576 | +1,046,576 | 0 | 82,533,021 | +82,533,021 |
| AZENTA INC | 1,467,996 | 1,316,401 | -151,595 | 42,160,845 | 43,783,497 | +1,622,652 |
| PAYLOCITY HLDG CORP | 125,863 | 141,220 | +15,357 | 20,046,200 | 21,536,050 | +1,489,850 |
| ODDITY TECH LTD | 0 | 30,335 | +30,335 | 0 | 1,218,860 | +1,218,860 |
| WATSCO INC | 0 | 115,568 | +115,568 | 0 | 38,940,638 | +38,940,638 |
| PALOMAR HLDGS INC | 17,585 | 20,635 | +3,050 | 2,053,049 | 2,780,773 | +727,724 |
| CRYOPORT INC | 105,189 | 159,864 | +54,675 | 997,192 | 1,534,694 | +537,502 |
| N-ABLE INC | 208,845 | 252,775 | +43,930 | 1,628,991 | 1,890,757 | +261,766 |
| TWIST BIOSCIENCE CORP | 0 | 56,785 | +56,785 | 0 | 1,801,220 | +1,801,220 |
| ALPHABET INC | 2,945 | 2,930 | -15 | 715,929 | 917,090 | +201,161 |
| ALPHABET INC | 2,180 | 2,165 | -15 | 530,939 | 679,377 | +148,438 |
| CLIMB GLOBAL SOLUTIONS INC | 8,975 | 13,165 | +4,190 | 1,210,189 | 1,353,230 | +143,041 |
| INVESCO EXCH TRADED FD TR II | 0 | 11,350 | +11,350 | 0 | 127,574 | +127,574 |
| IRADIMED CORP | 27,375 | 21,215 | -6,160 | 1,948,005 | 2,063,795 | +115,790 |
| MAMAS CREATIONS INC | 229,240 | 185,700 | -43,540 | 2,409,312 | 2,505,093 | +95,781 |
| PHREESIA INC | 76,520 | 111,270 | +34,750 | 1,799,750 | 1,882,688 | +82,938 |
| S&P GLOBAL INC | 1,496 | 1,521 | +25 | 728,111 | 794,852 | +66,741 |
| DANAHER CORPORATION | 1,030 | 1,170 | +140 | 204,208 | 267,836 | +63,628 |
| MARKEL GROUP INC | 145 | 145 | 0 | 277,147 | 311,699 | +34,552 |
| BERKSHIRE HATHAWAY INC DEL | 1,180 | 1,215 | +35 | 593,233 | 610,720 | +17,487 |
| JOHNSON & JOHNSON | 2,010 | 1,860 | -150 | 372,694 | 384,927 | +12,233 |
| APPLE INC | 1,380 | 1,335 | -45 | 351,389 | 362,933 | +11,544 |
| NVIDIA CORPORATION | 1,530 | 1,530 | 0 | 285,467 | 285,345 | -122 |
| INTUIT | 775 | 795 | +20 | 529,255 | 526,624 | -2,631 |
| ILLINOIS TOOL WKS INC | 910 | 910 | 0 | 237,292 | 224,133 | -13,159 |
| LINDE PLC | 1,010 | 1,065 | +55 | 479,750 | 454,105 | -25,645 |
| BIOLIFE SOLUTIONS INC | 75,502 | 78,492 | +2,990 | 1,926,056 | 1,897,937 | -28,119 |
| MASTERCARD INCORPORATED | 1,055 | 995 | -60 | 600,095 | 568,026 | -32,069 |
| HOME DEPOT INC | 650 | 650 | 0 | 263,373 | 223,665 | -39,708 |
| EXXON MOBIL CORP | 2,449 | 1,884 | -565 | 276,125 | 226,721 | -49,404 |
| AXON ENTERPRISE INC | 395 | 395 | 0 | 283,468 | 224,332 | -59,136 |
| U S PHYSICAL THERAPY | 0 | 15,275 | +15,275 | 0 | 1,192,825 | +1,192,825 |
| WILLDAN GROUP INC | 0 | 20,412 | +20,412 | 0 | 2,115,908 | +2,115,908 |
| FAIR ISAAC CORP | 269 | 178 | -91 | 402,567 | 300,930 | -101,637 |
| OLD DOMINION FREIGHT LINE IN | 2,199 | 1,300 | -899 | 309,575 | 203,840 | -105,735 |
| TECSYS INC | 0 | 66,835 | +66,835 | 0 | 1,494,432 | +1,494,432 |
| MONTROSE ENVIRONMENTAL GROUP | 69,680 | 71,475 | +1,795 | 1,913,413 | 1,774,724 | -138,689 |
| CLOUDFLARE INC | 1,745 | 1,160 | -585 | 374,460 | 228,694 | -145,766 |
| GARTNER INC | 1,844 | 1,248 | -596 | 484,732 | 314,845 | -169,887 |
| COSTCO WHSL CORP NEW | 1,055 | 935 | -120 | 976,540 | 806,288 | -170,252 |
| STERIS PLC | 2,539 | 1,719 | -820 | 628,250 | 435,801 | -192,449 |
| ENERGY RECOVERY INC | 130,370 | 133,725 | +3,355 | 2,010,305 | 1,803,950 | -206,355 |
| FASTENAL CO | 18,155 | 17,040 | -1,115 | 890,321 | 683,815 | -206,506 |
| FORTINET INC | 7,213 | 5,018 | -2,195 | 606,469 | 398,479 | -207,990 |
| XYLEM INC | 0 | 3,707 | +3,707 | 0 | 504,819 | +504,819 |
| BENTLEY SYS INC | 8,455 | 5,375 | -3,080 | 435,263 | 205,137 | -230,126 |
| MICROSOFT CORP | 2,702 | 2,359 | -343 | 1,399,501 | 1,140,860 | -258,641 |
| IDEXX LABS INC | 1,689 | 1,205 | -484 | 1,079,085 | 815,219 | -263,866 |
| TRACTOR SUPPLY CO | 0 | 9,520 | +9,520 | 0 | 476,095 | +476,095 |
| ROPER TECHNOLOGIES INC | 1,744 | 1,292 | -452 | 869,715 | 575,108 | -294,607 |
| TIC SOLUTIONS INC | 106,021 | 108,821 | +2,800 | 1,411,139 | 1,100,180 | -310,959 |
| WASTE CONNECTIONS INC | 0 | 4,682 | +4,682 | 0 | 821,036 | +821,036 |
| ORTHOPEDIATRICS CORP | 63,395 | 48,210 | -15,185 | 1,174,709 | 856,210 | -318,499 |
| COPART INC | 19,006 | 12,943 | -6,063 | 854,700 | 506,718 | -347,982 |
| VITA COCO CO INC | 0 | 29,675 | +29,675 | 0 | 1,573,072 | +1,573,072 |
| VERISK ANALYTICS INC | 0 | 4,346 | +4,346 | 0 | 972,157 | +972,157 |
| UNIVERSAL TECHNICAL INST INC | 0 | 88,140 | +88,140 | 0 | 2,303,098 | +2,303,098 |
| I3 VERTICALS INC | 69,552 | 72,902 | +3,350 | 2,257,658 | 1,836,401 | -421,257 |
| TYLER TECHNOLOGIES INC | 0 | 107,466 | +107,466 | 0 | 48,784,191 | +48,784,191 |
| VEEVA SYS INC | 0 | 2,082 | +2,082 | 0 | 464,765 | +464,765 |
| BOWMAN CONSULTING GROUP LTD | 56,095 | 57,295 | +1,200 | 2,376,184 | 1,891,881 | -484,303 |
| COSTAR GROUP INC | 15,540 | 12,277 | -3,263 | 1,311,110 | 825,505 | -485,605 |
| SOUNDTHINKING INC | 91,603 | 53,738 | -37,865 | 1,104,732 | 431,516 | -673,216 |
| ALPHA TEKNOVA INC | 308,939 | 317,084 | +8,145 | 1,912,332 | 1,204,919 | -707,413 |
| HILLMAN SOLUTIONS CORP | 5,483,883 | 5,714,463 | +230,580 | 50,342,046 | 49,487,250 | -854,796 |
| CASELLA WASTE SYS INC | 2,876,061 | 2,777,327 | -98,734 | 272,880,668 | 272,011,406 | -869,262 |
| PLANET LABS PBC | 246,235 | 82,985 | -163,250 | 3,196,130 | 1,636,464 | -1,559,666 |
| WD 40 CO | 0 | 296,847 | +296,847 | 0 | 58,449,231 | +58,449,231 |
| HELIOS TECHNOLOGIES INC | 1,660,024 | 1,552,064 | -107,960 | 86,537,028 | 83,019,880 | -3,517,148 |
| EVI INDS INC | 806,670 | 872,555 | +65,885 | 25,498,839 | 21,499,755 | -3,999,084 |
| POOL CORP | 123,409 | 144,707 | +21,298 | 38,265,429 | 33,101,726 | -5,163,703 |
| GUIDEWIRE SOFTWARE INC | 249,799 | 259,598 | +9,799 | 57,418,798 | 52,181,794 | -5,237,004 |