WASATCH ADVISORS LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MEDPACE HLDGS INC(MEDP) | 945,814 | 925,963 | -19,851 | 296,853,182 | 476,093,136 | 2.56% | +179,239,954 |
| FEDERAL SIGNAL CORP(FSS) | 0 | 1,466,306 | +1,466,306 | 0 | 174,475,751 | 0.94% | +174,475,751 |
| CAMTEK LTD(CAMT) | 3,506,727 | 4,020,683 | +513,956 | 296,528,835 | 422,372,749 | 2.27% | +125,843,914 |
| BANK OZK LITTLE ROCK ARK(OZK) | 5,513,259 | 7,437,646 | +1,924,387 | 259,453,969 | 379,171,193 | 2.04% | +119,717,224 |
| PAYMENTUS HOLDINGS INC(PAY) | 1,513,953 | 4,694,109 | +3,180,156 | 49,581,961 | 143,639,735 | 0.77% | +94,057,774 |
| AAON INC | 1,682,399 | 2,138,959 | +456,560 | 124,076,926 | 199,864,329 | 1.08% | +75,787,403 |
| SALLY BEAUTY HLDGS INC | 0 | 4,597,162 | +4,597,162 | 0 | 74,841,797 | 0.40% | +74,841,797 |
| PJT PARTNERS INC(PJT) | 0 | 385,999 | +385,999 | 0 | 68,603,602 | 0.37% | +68,603,602 |
| MODINE MFG CO(MOD) | 1,792,413 | 1,685,148 | -107,265 | 176,552,681 | 239,560,640 | 1.29% | +63,007,959 |
| ENSIGN GROUP INC(ENSG) | 3,558,675 | 3,533,333 | -25,342 | 548,961,206 | 610,453,942 | 3.28% | +61,492,736 |
| MOELIS & CO(MC) | 2,845,605 | 3,304,180 | +458,575 | 177,338,104 | 235,654,118 | 1.27% | +58,316,014 |
| ENPRO INC(NPO) | 1,065,791 | 1,153,237 | +87,446 | 204,152,266 | 260,631,562 | 1.40% | +56,479,296 |
| CERTARA INC(CERT) | 13,532,882 | 17,398,337 | +3,865,455 | 158,334,719 | 212,607,678 | 1.14% | +54,272,959 |
| ICF INTL INC(ICFI) | 2,219,606 | 2,594,215 | +374,609 | 188,022,824 | 240,743,152 | 1.30% | +52,720,328 |
| INTER & CO INC(INTR) | 0 | 5,680,704 | +5,680,704 | 0 | 52,432,898 | 0.28% | +52,432,898 |
| CCC INTELLIGENT SOLUTIONS HL(CCC) | 14,141,436 | 20,322,841 | +6,181,405 | 133,070,913 | 185,141,082 | 1.00% | +52,070,169 |
| CONMED CORP(CNMD) | 0 | 999,924 | +999,924 | 0 | 47,026,426 | 0.25% | +47,026,426 |
| STANDEX INTL CORP(SXI) | 866,830 | 849,353 | -17,477 | 135,641,558 | 179,977,901 | 0.97% | +44,336,343 |
| SITEONE LANDSCAPE SUPPLY INC(SITE) | 1,954,487 | 2,177,446 | +222,959 | 236,375,658 | 280,455,045 | 1.51% | +44,079,387 |
| PROCORE TECHNOLOGIES INC(PCOR) | 4,656,421 | 4,972,025 | +315,604 | 318,592,325 | 362,560,063 | 1.95% | +43,967,738 |
| CHAMPION HOMES INC(SKY) | 776,093 | 1,148,641 | +372,548 | 48,591,183 | 87,721,713 | 0.47% | +39,130,530 |
| SEA LTD(SE) | 1,524,805 | 1,553,418 | +28,613 | 243,877,312 | 277,642,399 | 1.49% | +33,765,087 |
| HAWKINS INC(HWKN) | 379,385 | 420,569 | +41,184 | 53,910,609 | 76,846,368 | 0.41% | +22,935,759 |
| GRANITE CONSTR INC(GVA) | 766,868 | 861,770 | +94,902 | 71,709,827 | 94,493,081 | 0.51% | +22,783,254 |
| FRESH DEL MONTE PRODUCE INC(DMC) | 1,357,518 | 1,915,156 | +557,638 | 44,010,734 | 66,494,216 | 0.36% | +22,483,482 |
| JANUS INTERNATIONAL GROUP IN | 3,826,628 | 5,262,405 | +1,435,777 | 31,148,752 | 51,939,937 | 0.28% | +20,791,185 |
| VITA COCO CO INC(COCO) | 2,642,852 | 2,729,393 | +86,541 | 95,406,957 | 115,917,321 | 0.62% | +20,510,364 |
| COPA HOLDINGS SA(CPA) | 410,899 | 547,618 | +136,719 | 45,186,563 | 65,067,971 | 0.35% | +19,881,408 |
| ARHAUS INC(ARHS) | 12,703,259 | 12,198,986 | -504,273 | 110,137,256 | 129,675,221 | 0.70% | +19,537,965 |
| HOLLEY INC | 0 | 5,975,252 | +5,975,252 | 0 | 18,762,291 | 0.10% | +18,762,291 |
| FB FINL CORP(FBK) | 630,473 | 831,614 | +201,141 | 28,560,427 | 46,354,164 | 0.25% | +17,793,737 |
| GRAND CANYON ED INC(LOPE) | 285,457 | 326,407 | +40,950 | 53,951,373 | 71,652,865 | 0.39% | +17,701,492 |
| HELIOS TECHNOLOGIES INC(HLIO) | 811,144 | 854,711 | +43,567 | 27,067,875 | 44,556,084 | 0.24% | +17,488,209 |
| VITAL FARMS INC | 2,074,803 | 2,362,521 | +287,718 | 79,921,412 | 97,217,739 | 0.52% | +17,296,327 |
| BACKBLAZE INC | 0 | 1,834,205 | +1,834,205 | 0 | 17,021,422 | 0.09% | +17,021,422 |
| FIVE BELOW INC(FIVE) | 1,633,550 | 1,492,641 | -140,909 | 214,289,089 | 230,911,563 | 1.24% | +16,622,474 |
| JFROG LTD(FROG) | 2,557,603 | 2,710,886 | +153,283 | 112,227,620 | 128,306,234 | 0.69% | +16,078,614 |
| DXP ENTERPRISES INC(DXPE) | 0 | 130,068 | +130,068 | 0 | 15,487,197 | 0.08% | +15,487,197 |
| NOVA LTD(NVMI) | 2,200,948 | 1,942,030 | -258,918 | 605,700,890 | 620,789,310 | 3.34% | +15,088,420 |
| SCANSOURCE INC(SCSC) | 844,949 | 1,139,573 | +294,624 | 35,327,318 | 50,129,816 | 0.27% | +14,802,498 |
| SERVISFIRST BANCSHARES INC(SFBS) | 507,316 | 667,781 | +160,465 | 39,322,063 | 53,776,404 | 0.29% | +14,454,341 |
| ARLO TECHNOLOGIES INC(ARLO) | 4,678,880 | 5,505,467 | +826,587 | 79,353,805 | 93,317,666 | 0.50% | +13,963,861 |
| AXOGEN INC(AXGN) | 1,433,782 | 1,639,351 | +205,569 | 15,556,535 | 29,246,022 | 0.16% | +13,689,487 |
| ARBOR REALTY TRUST INC | 3,402,838 | 4,057,421 | +654,583 | 36,410,366 | 49,541,110 | 0.27% | +13,130,744 |
| TAT TECHNOLOGIES LTD | 781,216 | 824,238 | +43,022 | 23,858,337 | 36,291,199 | 0.20% | +12,432,862 |
| STEPSTONE GROUP INC(STEP) | 1,111,135 | 1,133,020 | +21,885 | 61,667,993 | 73,997,536 | 0.40% | +12,329,543 |
| BBB FOODS INC(TBBB) | 2,192,012 | 2,712,916 | +520,904 | 60,850,253 | 73,140,215 | 0.39% | +12,289,962 |
| UNIVERSAL TECHNICAL INST INC(UTI) | 1,927,195 | 2,361,019 | +433,824 | 65,312,639 | 76,851,168 | 0.41% | +11,538,529 |
| ALAMO GROUP INC | 235,495 | 326,051 | +90,556 | 51,427,398 | 62,243,136 | 0.33% | +10,815,738 |
| CLIMB GLOBAL SOLUTIONS INC | 281,131 | 302,880 | +21,749 | 30,055,715 | 40,840,339 | 0.22% | +10,784,624 |
| FRONTDOOR INC(FTDR) | 942,673 | 968,286 | +25,613 | 55,561,147 | 65,155,965 | 0.35% | +9,594,818 |
| BALCHEM CORP | 960,092 | 1,081,239 | +121,147 | 152,846,646 | 162,250,724 | 0.87% | +9,404,078 |
| DIGI INTL INC(DGII) | 370,694 | 606,508 | +235,814 | 12,922,393 | 22,113,282 | 0.12% | +9,190,889 |
| ARCBEST CORP(ARCB) | 0 | 125,462 | +125,462 | 0 | 8,766,030 | 0.05% | +8,766,030 |
| P10 INC(RPC) | 0 | 789,027 | +789,027 | 0 | 8,584,614 | 0.05% | +8,584,614 |
| ESPERION THERAPEUTICS INC NE(ESPR) | 10,340,261 | 7,061,857 | -3,278,404 | 10,178,953 | 18,713,921 | 0.10% | +8,534,968 |
| WHITEFIBER INC(WYFI) | 0 | 308,517 | +308,517 | 0 | 8,382,407 | 0.05% | +8,382,407 |
| BLACKSKY TECHNOLOGY INC | 0 | 410,798 | +410,798 | 0 | 8,277,580 | 0.04% | +8,277,580 |
| GLOBAL E ONLINE LTD | 3,424,182 | 3,443,071 | +18,889 | 114,847,064 | 123,124,219 | 0.66% | +8,277,155 |
| ARTISAN PARTNERS ASSET MGMT(APAM) | 1,368,001 | 1,573,381 | +205,380 | 60,643,484 | 68,284,735 | 0.37% | +7,641,251 |
| AXOS FINANCIAL INC(AX) | 909,055 | 905,479 | -3,576 | 69,124,542 | 76,648,797 | 0.41% | +7,524,255 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 735,568 | 784,524 | +48,956 | 173,189,486 | 180,330,687 | 0.97% | +7,141,201 |
| RED VIOLET INC(RDVT) | 805,026 | 888,857 | +83,831 | 39,607,279 | 46,442,778 | 0.25% | +6,835,499 |
| HANCOCK WHITNEY CORPORATION(HWC) | 471,891 | 540,052 | +68,161 | 27,086,543 | 33,812,656 | 0.18% | +6,726,113 |
| ORION GROUP HLDGS INC | 1,420,563 | 2,226,519 | +805,956 | 12,884,506 | 18,524,638 | 0.10% | +5,640,132 |
| MAMAS CREATIONS INC | 3,321,798 | 3,157,621 | -164,177 | 27,570,923 | 33,186,597 | 0.18% | +5,615,674 |
| EURONET WORLDWIDE INC(EEFT) | 607,542 | 765,072 | +157,530 | 61,592,608 | 67,180,972 | 0.36% | +5,588,364 |
| BEL FUSE INC | 284,014 | 235,518 | -48,496 | 27,745,328 | 33,212,748 | 0.18% | +5,467,420 |
| MAKEMYTRIP LIMITED MAURITIUS | 1,009,860 | 1,115,267 | +105,407 | 98,986,477 | 104,388,991 | 0.56% | +5,402,514 |
| DHT HOLDINGS INC(DHT) | 2,080,562 | 2,329,182 | +248,620 | 22,490,875 | 27,833,725 | 0.15% | +5,342,850 |
| CIDARA THERAPEUTICS INC | 0 | 51,310 | +51,310 | 0 | 4,913,446 | 0.03% | +4,913,446 |
| ARTIVION INC(AORT) | 226,983 | 282,391 | +55,408 | 7,059,171 | 11,956,435 | 0.06% | +4,897,264 |
| SAIA INC(SAIA) | 825,687 | 770,792 | -54,895 | 226,229,981 | 230,744,293 | 1.24% | +4,514,312 |
| AMBIQ MICRO INC | 0 | 145,426 | +145,426 | 0 | 4,351,146 | 0.02% | +4,351,146 |
| EZCORP INC(EZPW) | 2,321,138 | 1,912,788 | -408,350 | 32,217,395 | 36,419,484 | 0.20% | +4,202,089 |
| AMERICAN INTEGRITY INS GROUP | 873,994 | 907,338 | +33,344 | 16,072,750 | 20,242,711 | 0.11% | +4,169,961 |
| PHATHOM PHARMACEUTICALS INC(PHAT) | 1,461,895 | 1,537,218 | +75,323 | 14,019,573 | 18,093,056 | 0.10% | +4,073,483 |
| FINWISE BANCORP | 704,109 | 754,543 | +50,434 | 10,568,676 | 14,630,589 | 0.08% | +4,061,913 |
| AQUESTIVE THERAPEUTICS INC | 0 | 724,278 | +724,278 | 0 | 4,048,714 | 0.02% | +4,048,714 |
| UL SOLUTIONS INC(ULS) | 0 | 54,473 | +54,473 | 0 | 3,859,957 | 0.02% | +3,859,957 |
| LATHAM GROUP INC | 3,116,247 | 3,065,464 | -50,783 | 19,881,656 | 23,328,181 | 0.13% | +3,446,525 |
| ADDUS HOMECARE CORP | 929,154 | 936,243 | +7,089 | 107,029,249 | 110,467,312 | 0.59% | +3,438,063 |
| NU HLDGS LTD(NU) | 12,795,827 | 11,174,185 | -1,621,642 | 175,558,746 | 178,898,702 | 0.96% | +3,339,956 |
| ESQUIRE FINL HLDGS INC(ESQ) | 366,186 | 368,064 | +1,878 | 34,663,167 | 37,562,772 | 0.20% | +2,899,605 |
| NAPCO SEC TECHNOLOGIES INC(NSSC) | 220,998 | 217,111 | -3,887 | 6,561,431 | 9,324,917 | 0.05% | +2,763,486 |
| AUDIOEYE INC | 1,341,510 | 1,319,882 | -21,628 | 15,628,592 | 18,293,565 | 0.10% | +2,664,973 |
| PERELLA WEINBERG PARTNERS(PWP) | 1,321,569 | 1,326,164 | +4,595 | 25,664,870 | 28,273,816 | 0.15% | +2,608,946 |
| SONOCO PRODS CO(SON) | 0 | 52,113 | +52,113 | 0 | 2,245,549 | 0.01% | +2,245,549 |
| IMMATICS N.V(IMTX) | 785,154 | 718,897 | -66,257 | 4,224,129 | 6,125,002 | 0.03% | +1,900,873 |
| CHEFS WHSE INC(CHEF) | 228,114 | 280,012 | +51,898 | 14,555,954 | 16,333,100 | 0.09% | +1,777,146 |
| LINCOLN EDL SVCS CORP(LINC) | 1,115,094 | 1,168,375 | +53,281 | 25,702,917 | 27,456,813 | 0.15% | +1,753,896 |
| OPEN LENDING CORP | 6,182,607 | 6,406,790 | +224,183 | 11,994,258 | 13,518,327 | 0.07% | +1,524,069 |
| I3 VERTICALS INC | 300,994 | 301,192 | +198 | 8,271,315 | 9,776,692 | 0.05% | +1,505,377 |
| SHOE CARNIVAL INC | 366,653 | 397,677 | +31,024 | 6,860,078 | 8,267,705 | 0.04% | +1,407,627 |
| PURPLE INNOVATION INC | 4,627,934 | 5,116,685 | +488,751 | 3,374,689 | 4,780,007 | 0.03% | +1,405,318 |
| POWERFLEET INC | 1,490,954 | 1,492,107 | +1,153 | 6,426,012 | 7,818,641 | 0.04% | +1,392,629 |
| DYNE THERAPEUTICS INC(DYN) | 557,937 | 523,924 | -34,013 | 5,311,560 | 6,627,639 | 0.04% | +1,316,079 |
| OPTEX SYS HLDGS INC | 0 | 99,678 | +99,678 | 0 | 1,284,849 | 0.01% | +1,284,849 |
| VSE CORP(VSEC) | 87,663 | 76,277 | -11,386 | 11,482,100 | 12,680,288 | 0.07% | +1,198,188 |
| JOHNSON & JOHNSON(JNJ) | 40,934 | 40,076 | -858 | 6,252,669 | 7,430,892 | 0.04% | +1,178,223 |