WASATCH ADVISORS LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| STONEX GROUP INC(SNEX) | 0 | 1,179,158 | +1,179,158 | 0 | 139,730,223 | 0.91% | +139,730,223 |
| CTS CORP(CTS) | 1,993,929 | 3,599,707 | +1,605,778 | 95,230,049 | 234,664,899 | 1.54% | +139,434,850 |
| CASELLA WASTE SYS INC(CWST) | 2,582,220 | 3,531,594 | +949,374 | 204,873,335 | 342,458,670 | 2.24% | +137,585,335 |
| PREFORMED LINE PRODS CO(PLPC) | 112,889 | 377,367 | +264,478 | 30,564,697 | 154,931,796 | 1.01% | +124,367,099 |
| HEALTHEQUITY INC(HQY) | 7,202,934 | 7,960,735 | +757,801 | 601,949,194 | 719,013,585 | 4.71% | +117,064,391 |
| AAON INC | 2,268,118 | 2,338,517 | +70,399 | 187,686,765 | 296,664,267 | 1.94% | +108,977,502 |
| PJT PARTNERS INC(PJT) | 824,537 | 1,478,222 | +653,685 | 115,204,310 | 223,122,829 | 1.46% | +107,918,519 |
| MAREX GROUP PLC(MRX) | 171,109 | 1,683,061 | +1,511,952 | 7,628,039 | 102,582,568 | 0.67% | +94,954,529 |
| GLOBAL E ONLINE LTD | 6,458,588 | 8,275,194 | +1,816,606 | 199,247,440 | 287,397,488 | 1.88% | +88,150,048 |
| ESCO TECHNOLOGIES INC(ESE) | 288,254 | 477,687 | +189,433 | 81,106,028 | 167,209,557 | 1.09% | +86,103,529 |
| ALLISON TRANSMISSION HLDGS I(ALSN) | 734,327 | 1,510,496 | +776,169 | 85,960,319 | 170,293,319 | 1.11% | +84,333,000 |
| PDF SOLUTIONS INC(PDFS) | 507,737 | 1,380,739 | +873,002 | 16,608,077 | 97,742,514 | 0.64% | +81,134,437 |
| HORACE MANN EDUCATORS CORP N(HMN) | 0 | 1,401,027 | +1,401,027 | 0 | 72,363,045 | 0.47% | +72,363,045 |
| REPLIGEN CORP(RGEN) | 1,243,531 | 1,590,251 | +346,720 | 146,512,822 | 216,973,846 | 1.42% | +70,461,024 |
| BEL FUSE INC | 478,709 | 489,414 | +10,705 | 94,774,808 | 162,994,439 | 1.07% | +68,219,631 |
| RLI CORP(RLI) | 2,579,955 | 3,631,273 | +1,051,318 | 147,160,633 | 214,499,296 | 1.40% | +67,338,663 |
| SAILPOINT INC(SAIL) | 0 | 4,519,996 | +4,519,996 | 0 | 66,172,741 | 0.43% | +66,172,741 |
| JFROG LTD(FROG) | 4,156,033 | 2,871,348 | -1,284,685 | 195,042,629 | 260,948,106 | 1.71% | +65,905,477 |
| LOAR HOLDINGS INC(LOAR) | 3,509,014 | 3,241,786 | -267,228 | 201,031,412 | 261,320,369 | 1.71% | +60,288,957 |
| OLLIES BARGAIN OUTLET HLDGS(OLLI) | 2,990,323 | 4,362,067 | +1,371,744 | 275,229,329 | 335,355,711 | 2.19% | +60,126,382 |
| TREX INC(TREX) | 3,536,750 | 3,757,238 | +220,488 | 128,808,435 | 188,012,190 | 1.23% | +59,203,755 |
| SUNCRETE INC | 0 | 2,461,006 | +2,461,006 | 0 | 55,446,465 | 0.36% | +55,446,465 |
| PATTERN GROUP INC(PTRN) | 2,442,394 | 3,135,129 | +692,735 | 30,358,957 | 78,973,900 | 0.52% | +48,614,943 |
| CIMPRESS PLC(CMPR) | 0 | 467,499 | +467,499 | 0 | 47,544,648 | 0.31% | +47,544,648 |
| MAKEMYTRIP LIMITED MAURITIUS | 2,339,741 | 2,473,464 | +133,723 | 87,248,942 | 131,810,897 | 0.86% | +44,561,955 |
| FLYWIRE CORPORATION(FLYW) | 0 | 2,505,756 | +2,505,756 | 0 | 44,026,133 | 0.29% | +44,026,133 |
| SKYWARD SPECIALTY INS GROUP(SKWD) | 319,781 | 954,489 | +634,708 | 13,968,034 | 55,694,433 | 0.36% | +41,726,399 |
| RALLIANT CORP(RAL) | 0 | 550,399 | +550,399 | 0 | 40,525,878 | 0.27% | +40,525,878 |
| CHAMPION HOMES INC(SKY) | 2,736,767 | 2,747,516 | +10,749 | 203,533,362 | 242,111,110 | 1.58% | +38,577,748 |
| BILLIONTOONE INC | 369,638 | 518,084 | +148,446 | 29,179,224 | 62,159,718 | 0.41% | +32,980,494 |
| BBB FOODS INC(TBBB) | 4,099,825 | 4,239,474 | +139,649 | 145,010,810 | 176,658,882 | 1.16% | +31,648,072 |
| UFP TECHNOLOGIES INC(UFPT) | 777,313 | 683,262 | -94,051 | 150,487,797 | 181,153,254 | 1.19% | +30,665,457 |
| ATLAS ENERGY SOLUTIONS INC(AESI) | 0 | 1,834,289 | +1,834,289 | 0 | 30,467,540 | 0.20% | +30,467,540 |
| AGILYSYS INC(AGYS) | 953,730 | 937,420 | -16,310 | 67,848,352 | 97,960,390 | 0.64% | +30,112,038 |
| DUTCH BROS INC(BROS) | 881,805 | 1,038,903 | +157,098 | 44,672,241 | 74,603,624 | 0.49% | +29,931,383 |
| CONSTRUCTION PARTNERS INC(ROAD) | 836,440 | 1,008,474 | +172,034 | 92,945,213 | 119,776,457 | 0.78% | +26,831,244 |
| PENNANT GROUP INC | 1,418,687 | 1,870,178 | +451,491 | 43,241,580 | 69,103,077 | 0.45% | +25,861,497 |
| FRONTDOOR INC(FTDR) | 1,033,141 | 1,031,860 | -1,281 | 54,611,833 | 80,062,017 | 0.52% | +25,450,184 |
| RED VIOLET INC(RDVT) | 911,636 | 890,738 | -20,898 | 31,542,606 | 56,757,825 | 0.37% | +25,215,219 |
| NETSKOPE INC(NTSK) | 0 | 2,294,959 | +2,294,959 | 0 | 25,106,851 | 0.16% | +25,106,851 |
| ELMET GROUP CO (THE) | 0 | 1,219,738 | +1,219,738 | 0 | 24,077,628 | 0.16% | +24,077,628 |
| TARSUS PHARMACEUTICALS INC(TARS) | 0 | 368,568 | +368,568 | 0 | 23,197,670 | 0.15% | +23,197,670 |
| PEDIATRIX MEDICAL GROUP INC(MD) | 2,050,524 | 2,498,884 | +448,360 | 43,860,708 | 63,296,732 | 0.41% | +19,436,024 |
| SCANSOURCE INC(SCSC) | 1,099,992 | 1,071,657 | -28,335 | 39,929,710 | 55,822,613 | 0.37% | +15,892,903 |
| ORION GROUP HLDGS INC | 1,656,834 | 2,014,110 | +357,276 | 18,059,491 | 33,877,330 | 0.22% | +15,817,839 |
| A10 NETWORKS INC | 0 | 416,114 | +416,114 | 0 | 15,546,019 | 0.10% | +15,546,019 |
| TAT TECHNOLOGIES LTD | 569,080 | 768,702 | +199,622 | 23,121,720 | 37,074,497 | 0.24% | +13,952,777 |
| SUJA LIFE INC | 0 | 1,333,060 | +1,333,060 | 0 | 13,543,890 | 0.09% | +13,543,890 |
| FEDERAL SIGNAL CORP(FSS) | 1,506,488 | 1,365,316 | -141,172 | 162,911,612 | 175,429,453 | 1.15% | +12,517,841 |
| ADAPTIVE BIOTECHNOLOGIES COR(ADPT) | 0 | 576,266 | +576,266 | 0 | 12,360,906 | 0.08% | +12,360,906 |
| SNOWFLAKE INC(SNOW) | 0 | 45,831 | +45,831 | 0 | 11,663,990 | 0.08% | +11,663,990 |
| XPEL INC(XPEL) | 3,844,574 | 3,650,489 | -194,085 | 170,160,845 | 181,064,254 | 1.18% | +10,903,409 |
| JOURNEY MED CORP | 2,133,370 | 2,858,930 | +725,560 | 10,005,505 | 20,241,224 | 0.13% | +10,235,719 |
| GRANITE CONSTR INC(GVA) | 449,589 | 404,654 | -44,935 | 53,896,729 | 63,967,704 | 0.42% | +10,070,975 |
| WEST PHARMACEUTICAL SVSC INC(WST) | 0 | 24,670 | +24,670 | 0 | 8,856,530 | 0.06% | +8,856,530 |
| C4 THERAPEUTICS INC | 2,961,761 | 3,522,644 | +560,883 | 7,789,431 | 16,450,747 | 0.11% | +8,661,316 |
| LIGHTPATH TECHNOLOGIES INC | 0 | 519,608 | +519,608 | 0 | 8,495,591 | 0.06% | +8,495,591 |
| ADT INC DEL(ADT) | 7,045,676 | 8,427,968 | +1,382,292 | 46,290,091 | 54,781,792 | 0.36% | +8,491,701 |
| LATTICE SEMICONDUCTOR CORP(LSCC) | 0 | 55,195 | +55,195 | 0 | 8,442,627 | 0.06% | +8,442,627 |
| UNUSUAL MACHS INC(UMAC) | 0 | 362,642 | +362,642 | 0 | 8,086,917 | 0.05% | +8,086,917 |
| BOBS DISC FURNITURE INC(BOBS) | 0 | 482,835 | +482,835 | 0 | 7,638,450 | 0.05% | +7,638,450 |
| HELIOS TECHNOLOGIES INC(HLIO) | 799,008 | 660,085 | -138,923 | 51,703,808 | 58,912,586 | 0.39% | +7,208,778 |
| MESA LABS INC | 51,233 | 115,668 | +64,435 | 4,530,022 | 11,514,749 | 0.08% | +6,984,727 |
| OSHKOSH CORP(OSK) | 260,686 | 293,645 | +32,959 | 38,375,586 | 45,068,635 | 0.29% | +6,693,049 |
| SEA LTD(SE) | 1,622,897 | 1,471,751 | -151,146 | 134,392,101 | 141,037,898 | 0.92% | +6,645,797 |
| EPR PPTYS(EPR) | 973,439 | 951,109 | -22,330 | 48,633,012 | 55,173,833 | 0.36% | +6,540,821 |
| SERVISFIRST BANCSHARES INC(SFBS) | 552,153 | 538,620 | -13,533 | 40,213,303 | 46,725,285 | 0.31% | +6,511,982 |
| OPEN LENDING CORP | 7,054,107 | 4,871,864 | -2,182,243 | 8,817,634 | 15,151,497 | 0.10% | +6,333,863 |
| LGI HOMES INC(LGIH) | 183,792 | 213,471 | +29,679 | 7,265,298 | 13,593,833 | 0.09% | +6,328,535 |
| MICROSOFT CORP(MSFT) | 0 | 15,027 | +15,027 | 0 | 5,605,372 | 0.04% | +5,605,372 |
| NOVANTA INC(NOVT) | 996,645 | 759,992 | -236,653 | 117,713,741 | 123,301,102 | 0.81% | +5,587,361 |
| CARDINAL INFRASTRUCTURE GROU(CDNL) | 693,050 | 349,444 | -343,606 | 27,482,898 | 32,917,625 | 0.22% | +5,434,727 |
| HANCOCK WHITNEY CORPORATION(HWC) | 519,015 | 506,999 | -12,016 | 33,004,164 | 37,882,965 | 0.25% | +4,878,801 |
| MACROGENICS INC | 1,559,701 | 2,018,881 | +459,180 | 4,507,536 | 9,327,230 | 0.06% | +4,819,694 |
| DIGI INTL INC(DGII) | 450,066 | 353,177 | -96,889 | 21,693,181 | 26,470,616 | 0.17% | +4,777,435 |
| ORTHOPEDIATRICS CORP | 329,320 | 515,677 | +186,357 | 5,226,308 | 9,864,901 | 0.06% | +4,638,593 |
| INDIE SEMICONDUCTOR INC | 3,811,285 | 3,757,802 | -53,483 | 12,272,338 | 16,872,531 | 0.11% | +4,600,193 |
| KORNIT DIGITAL LTD | 176,490 | 433,968 | +257,478 | 2,587,343 | 7,051,980 | 0.05% | +4,464,637 |
| BOWHEAD SPECIALTY HLDGS INC(BOW) | 270,228 | 348,437 | +78,209 | 6,061,214 | 10,428,719 | 0.07% | +4,367,505 |
| CLIMB GLOBAL SOLUTIONS INC | 607,680 | 691,360 | +83,680 | 12,044,218 | 16,046,466 | 0.11% | +4,002,248 |
| GRAHAM CORP(GHM) | 84,444 | 85,103 | +659 | 6,664,320 | 10,534,900 | 0.07% | +3,870,580 |
| PDD HOLDINGS INC(PDD) | 0 | 47,950 | +47,950 | 0 | 3,657,626 | 0.02% | +3,657,626 |
| OPTEX SYS HLDGS INC | 398,148 | 634,671 | +236,523 | 5,265,507 | 8,904,434 | 0.06% | +3,638,927 |
| ETON PHARMACEUTICALS INC(ETON) | 0 | 92,742 | +92,742 | 0 | 3,357,260 | 0.02% | +3,357,260 |
| POWERFLEET INC | 2,241,729 | 2,608,977 | +367,248 | 6,904,525 | 9,992,382 | 0.07% | +3,087,857 |
| NPK INTERNATIONAL INC(NPKI) | 2,899,021 | 2,811,593 | -87,428 | 42,006,814 | 44,732,445 | 0.29% | +2,725,631 |
| ARLO TECHNOLOGIES INC(ARLO) | 5,426,267 | 5,915,935 | +489,668 | 77,215,779 | 79,746,804 | 0.52% | +2,531,025 |
| LATHAM GROUP INC | 2,571,488 | 2,524,359 | -47,129 | 13,808,891 | 16,332,603 | 0.11% | +2,523,712 |
| GRAND CANYON ED INC(LOPE) | 316,202 | 391,960 | +75,758 | 53,763,826 | 56,093,396 | 0.37% | +2,329,570 |
| AQUESTIVE THERAPEUTICS INC | 878,316 | 1,385,843 | +507,527 | 3,645,011 | 5,765,107 | 0.04% | +2,120,096 |
| VIKING THERAPEUTICS INC(VKTX) | 313,158 | 312,767 | -391 | 10,190,161 | 12,201,041 | 0.08% | +2,010,880 |
| CENTENE CORP DEL(CNC) | 59,500 | 59,500 | 0 | 1,948,030 | 3,819,305 | 0.02% | +1,871,275 |
| DYNE THERAPEUTICS INC(DYN) | 443,668 | 443,668 | 0 | 8,043,701 | 9,853,866 | 0.06% | +1,810,165 |
| ARTISAN PARTNERS ASSET MGMT(APAM) | 1,571,535 | 1,704,243 | +132,708 | 57,188,159 | 58,847,511 | 0.39% | +1,659,352 |
| CREDICORP LTD(BAP) | 5,361 | 8,896 | +3,535 | 1,818,344 | 3,465,704 | 0.02% | +1,647,360 |
| INTEL CORP(INTC) | 57,150 | 29,774 | -27,376 | 2,522,030 | 4,157,344 | 0.03% | +1,635,314 |
| HOLLEY INC | 3,617,782 | 4,887,038 | +1,269,256 | 11,106,591 | 12,461,947 | 0.08% | +1,355,356 |
| NKARTA INC | 1,577,847 | 1,577,847 | 0 | 3,329,257 | 4,465,307 | 0.03% | +1,136,050 |
| ING GROEP N.V.(ING) | 175,000 | 175,000 | 0 | 4,558,750 | 5,491,500 | 0.04% | +932,750 |
| US BANCORP(USB) | 91,676 | 93,038 | +1,362 | 4,768,069 | 5,619,495 | 0.04% | +851,426 |