Fund HoldingsWASATCH ADVISORS LP

Total Portfolio Value
$19.12B
Total Bought
$2.49B
Total Sold
$1.59B
Net Transaction
+$893.86M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
HEALTHEQUITY INC(HQY)07,409,080+7,409,0800604,8033.16%+604,803
VALVOLINE INC(VVV)6,801,7358,507,925+1,706,190255,609379,1981.98%+123,589
PAYLOCITY HLDG CORP(PCTY)1,774,7462,396,692+621,946292,567411,8952.15%+119,329
ARHAUS INC(ARHS)3,558,4318,792,207+5,233,77642,167135,3120.71%+93,145
CASELLA WASTE SYS INC(CWST)0923,602+923,602091,3170.48%+91,317
BOOT BARN HLDGS INC02,131,689+2,131,6890202,8301.06%+202,830
ICF INTL INC(ICFI)599,1271,087,342+488,21580,337163,7860.86%+83,449
PINNACLE FINL PARTNERS INC2,355,7233,341,417+985,694205,466286,9611.50%+81,495
CONSTRUCTION PARTNERS INC(ROAD)01,692,328+1,692,328095,0240.50%+95,024
AGILYSYS INC(AGYS)01,007,626+1,007,626084,9030.44%+84,903
FRESHPET INC(FRPT)2,774,3532,630,187-144,166240,703304,7331.59%+64,031
SITEONE LANDSCAPE SUPPLY INC(SITE)0986,602+986,6020172,2110.90%+172,211
COHEN & STEERS INC(CNS)2,420,6633,124,662+703,999183,317240,2551.26%+56,938
Q2 HLDGS INC(QTWO)3,680,0064,078,877+398,871159,749214,3861.12%+54,637
STANDEX INTL CORP(SXI)0288,470+288,470052,5650.27%+52,565
CLEARWATER ANALYTICS HLDGS I12,087,02216,391,308+4,304,286242,103289,9621.52%+47,859
GRANITE CONSTR INC(GVA)127,055936,858+809,8036,46253,5230.28%+47,061
CARTERS INC(CRI)0531,545+531,545045,0110.24%+45,011
DUTCH BROS INC(BROS)01,272,366+1,272,366041,9880.22%+41,988
ALKAMI TECHNOLOGY INC(ALKT)01,513,160+1,513,160037,1780.19%+37,178
SHIFT4 PMTS INC(FOUR)2,570,1453,451,361+881,216191,065228,0311.19%+36,967
NOVA LTD(NVMI)3,123,8372,623,774-500,063429,184465,4052.43%+36,221
GUIDEWIRE SOFTWARE INC(GWRE)2,759,1582,874,758+115,600300,859335,5131.75%+34,654
SILK RD MED INC04,549,742+4,549,742083,3510.44%+83,351
TRANSMEDICS GROUP INC(TMDX)0434,971+434,971032,1620.17%+32,162
NATIONAL STORAGE AFFILIATES5,455,2926,563,468+1,108,176226,231257,0251.34%+30,794
MEDPACE HLDGS INC(MEDP)1,186,181974,415-211,766363,600393,8102.06%+30,210
CTS CORP(CTS)370,313963,954+593,64116,19745,1030.24%+28,906
OLLIES BARGAIN OUTLET HLDGS(OLLI)3,761,4803,917,575+156,095285,459311,7211.63%+26,263
NU HLDGS LTD(NU)23,949,21418,828,865-5,120,349199,497224,6281.17%+25,131
CACTUS INC(WHD)01,336,006+1,336,006066,9210.35%+66,921
UFP TECHNOLOGIES INC(UFPT)313,214303,435-9,77953,88576,5260.40%+22,641
SEA LTD(SE)1,496,2191,544,492+48,27360,59782,9550.43%+22,358
LANDSEA HOMES CORP01,523,451+1,523,451022,1360.12%+22,136
SCANSOURCE INC(SCSC)628,9371,055,882+426,94524,91246,5010.24%+21,589
POOL CORP(POOL)479,051525,004+45,953191,002211,8391.11%+20,837
MORNINGSTAR INC(MORN)533,935562,099+28,164152,834173,3340.91%+20,501
WABASH NATL CORP01,380,766+1,380,766041,3400.22%+41,340
ISHARES INC
MSCI TAIWAN ETF
0436,425+436,425021,2450.11%+21,245
CERTARA INC(CERT)3,992,2474,924,845+932,59870,22488,0560.46%+17,833
KADANT INC(KAI)0962,799+962,7990315,8941.65%+315,894
ALLISON TRANSMISSION HLDGS I(ALSN)0843,067+843,067068,4230.36%+68,423
MATADOR RES CO(MTDR)1,096,8821,176,802+79,92062,36978,5750.41%+16,206
CSW INDUSTRIALS INC(CSW)591,126586,360-4,766122,605137,5600.72%+14,955
ON HLDG AG(ONON)0418,952+418,952014,8230.08%+14,823
AAON INC1,024,8601,020,135-4,72575,70689,8740.47%+14,168
INNOSPEC INC(IOSP)1,950,0161,972,110+22,094240,320254,2841.33%+13,964
AXIS CAP HLDGS LTD
SHS
989,6891,054,329+64,64054,79968,5520.36%+13,753
INSPIRE MED SYS INC(INSP)1,097,3451,102,867+5,522223,233236,8851.24%+13,652
ARTIVION INC(AORT)01,083,568+1,083,568022,9280.12%+22,928
STEPSTONE GROUP INC(STEP)02,948,665+2,948,6650105,3850.55%+105,385
GCM GROSVENOR INC02,342,156+2,342,156022,6250.12%+22,625
HELIOS TECHNOLOGIES INC(HLIO)04,169,735+4,169,7350186,3450.97%+186,345
NOVANTA INC(NOVT)921,536958,774+37,238155,196167,5650.88%+12,369
MAGNOLIA OIL & GAS CORP(MGY)03,490,214+3,490,214090,5710.47%+90,571
PERELLA WEINBERG PARTNERS(PWP)677,1151,442,576+765,4618,28120,3840.11%+12,102
MOELIS & CO(MC)3,257,8463,417,643+159,797182,863194,0201.01%+11,157
ENSIGN GROUP INC(ENSG)4,531,6984,170,419-361,279508,502518,8842.71%+10,382
PAR TECHNOLOGY CORP0224,729+224,729010,1940.05%+10,194
GLOBAL E ONLINE LTD
SHS
01,394,222+1,394,222050,6800.27%+50,680
TACTILE SYS TECHNOLOGY INC0534,565+534,56508,6870.05%+8,687
NCINO INC(NCNO)2,253,2482,249,712-3,53675,77784,0940.44%+8,318
INSTALLED BLDG PRODS INC(IBP)347,715275,991-71,72463,56971,4070.37%+7,838
IMMATICS N.V(IMTX)0730,394+730,39407,6760.04%+7,676
TRANSCAT INC(TRNS)701,099756,220+55,12176,65184,2660.44%+7,614
BALCHEM CORP1,910,4091,881,814-28,595284,173291,5871.52%+7,414
EZCORP INC(EZPW)02,593,128+2,593,128029,3800.15%+29,380
MARKETAXESS HLDGS INC(MKTX)512,029716,689+204,660149,948157,1340.82%+7,186
GRAND CANYON ED INC(LOPE)0463,083+463,083063,0770.33%+63,077
SKYLINE CHAMPION CORPORATION(SKY)1,536,9741,426,963-110,011114,136121,3060.63%+7,170
INTRA-CELLULAR THERAPIES INC3,627,3083,854,747+227,439259,788266,7481.40%+6,961
FRANKLIN COVEY CO(FC)0174,794+174,79406,8620.04%+6,862
SANGAMO THERAPEUTICS INC(SGMOQ)020,132,324+20,132,324013,4930.07%+13,493
AZEK CO INC2,216,8001,813,325-403,47584,79391,0650.48%+6,273
CAMTEK LTD(CAMT)0452,243+452,243037,8840.20%+37,884
EURONET WORLDWIDE INC(EEFT)579,334582,680+3,34658,79764,0540.33%+5,257
ALLIENT INC0586,164+586,164020,9140.11%+20,914
BRC INC01,459,418+1,459,41806,2460.03%+6,246
QUEST DIAGNOSTICS INC(DGX)035,660+35,66004,7470.02%+4,747
PENNANT GROUP INC01,279,809+1,279,809025,1230.13%+25,123
CLIMB GLOBAL SOLUTIONS INC0146,298+146,298010,3700.05%+10,370
RED VIOLET INC(RDVT)0663,828+663,828012,9780.07%+12,978
XPEL INC(XPEL)03,679,386+3,679,3860198,7601.04%+198,760
GOOSEHEAD INS INC(GSHD)02,101,847+2,101,8470140,0250.73%+140,025
SALLY BEAUTY HLDGS INC3,195,2633,731,016+535,75342,43346,3390.24%+3,906
JFROG LTD(FROG)2,467,6172,019,434-448,18385,40489,2990.47%+3,895
GRAHAM CORP(GHM)0360,726+360,72609,8410.05%+9,841
EVERGY INC(EVRG)063,560+63,56003,3930.02%+3,393
ATRICURE INC(ATRC)0720,677+720,677021,9230.11%+21,923
PDF SOLUTIONS INC(PDFS)01,328,265+1,328,265044,7230.23%+44,723
NATURES SUNSHINE PRODS INC429,728518,161+88,4337,43010,7620.06%+3,332
SIMULATIONS PLUS INC0381,693+381,693015,7070.08%+15,707
ADDUS HOMECARE CORP0306,680+306,680031,6920.17%+31,692
MONDAY COM LTD
SHS
0133,757+133,757030,2120.16%+30,212
FB FINL CORP(FBK)1,060,0621,199,457+139,39542,24345,1720.24%+2,928
ARIS WATER SOLUTIONS INC0609,156+609,15608,6200.05%+8,620
COMTECH TELECOMMUNICATIONS C0772,782+772,78202,6510.01%+2,651
MASTERCRAFT BOAT HLDGS INC0381,471+381,47109,0480.05%+9,048
VITA COCO CO INC(COCO)0398,057+398,05709,7250.05%+9,725
VEECO INSTRS INC DEL(VECO)2,645,7012,405,733-239,96882,09684,6100.44%+2,514
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