WASATCH ADVISORS LP
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 ▲▼ | |
| EVERUS CONSTR GROUP | 0 | 2,160,337 | +2,160,337 | 0 | 184,838,434 | +184,838,434 |
| PAYMENTUS HOLDINGS INC | 0 | 8,553,165 | +8,553,165 | 0 | 270,194,482 | +270,194,482 |
| STANDEX INTL CORP | 0 | 1,369,859 | +1,369,859 | 0 | 297,642,964 | +297,642,964 |
| XPEL INC | 0 | 3,814,500 | +3,814,500 | 0 | 190,381,695 | +190,381,695 |
| INTER & CO INC | 0 | 15,385,139 | +15,385,139 | 0 | 130,465,979 | +130,465,979 |
| DXP ENTERPRISES INC | 0 | 754,706 | +754,706 | 0 | 82,859,172 | +82,859,172 |
| GLOBAL E ONLINE LTD | 0 | 4,821,106 | +4,821,106 | 0 | 189,517,677 | +189,517,677 |
| ADT INC DEL | 0 | 7,054,161 | +7,054,161 | 0 | 56,927,079 | +56,927,079 |
| OSHKOSH CORP | 0 | 438,467 | +438,467 | 0 | 55,084,609 | +55,084,609 |
| CSW INDUSTRIALS INC | 0 | 666,473 | +666,473 | 0 | 195,629,820 | +195,629,820 |
| RLI CORP | 0 | 1,938,186 | +1,938,186 | 0 | 124,005,140 | +124,005,140 |
| BBB FOODS INC | 0 | 3,409,281 | +3,409,281 | 0 | 113,835,893 | +113,835,893 |
| CLEARWATER ANALYTICS HLDGS I | 0 | 8,430,212 | +8,430,212 | 0 | 203,336,713 | +203,336,713 |
| BEL FUSE INC | 0 | 410,487 | +410,487 | 0 | 69,630,910 | +69,630,910 |
| UFP TECHNOLOGIES INC | 0 | 736,027 | +736,027 | 0 | 163,420,075 | +163,420,075 |
| FRESHPET INC | 0 | 3,937,309 | +3,937,309 | 0 | 239,900,237 | +239,900,237 |
| PJT PARTNERS INC | 0 | 587,109 | +587,109 | 0 | 98,164,625 | +98,164,625 |
| ALLISON TRANSMISSION HLDGS I | 0 | 933,305 | +933,305 | 0 | 91,370,560 | +91,370,560 |
| CTS CORP | 0 | 2,262,448 | +2,262,448 | 0 | 96,991,146 | +96,991,146 |
| PATTERN GROUP INC | 0 | 2,005,524 | +2,005,524 | 0 | 23,143,747 | +23,143,747 |
| DUTCH BROS INC | 0 | 824,914 | +824,914 | 0 | 50,501,235 | +50,501,235 |
| GLOBANT S A | 0 | 1,243,309 | +1,243,309 | 0 | 81,275,109 | +81,275,109 |
| BALCHEM CORP | 0 | 1,181,728 | +1,181,728 | 0 | 181,229,806 | +181,229,806 |
| UFP INDUSTRIES INC | 0 | 1,533,299 | +1,533,299 | 0 | 139,606,874 | +139,606,874 |
| CASELLA WASTE SYS INC | 0 | 3,765,442 | +3,765,442 | 0 | 368,787,389 | +368,787,389 |
| CARDINAL INFRASTRUCTURE GROU | 0 | 683,986 | +683,986 | 0 | 16,538,781 | +16,538,781 |
| ESPERION THERAPEUTICS INC NE | 0 | 9,445,759 | +9,445,759 | 0 | 34,949,308 | +34,949,308 |
| MAKEMYTRIP LIMITED MAURITIUS | 0 | 1,425,339 | +1,425,339 | 0 | 117,048,839 | +117,048,839 |
| EPAM SYS INC | 0 | 291,570 | +291,570 | 0 | 59,736,862 | +59,736,862 |
| FEDERAL SIGNAL CORP | 0 | 1,696,185 | +1,696,185 | 0 | 184,188,729 | +184,188,729 |
| WILLDAN GROUP INC | 0 | 261,471 | +261,471 | 0 | 27,104,084 | +27,104,084 |
| SAIA INC | 0 | 734,205 | +734,205 | 0 | 239,732,617 | +239,732,617 |
| GRAND CANYON ED INC | 0 | 483,184 | +483,184 | 0 | 80,358,331 | +80,358,331 |
| FIVE BELOW INC | 0 | 1,268,754 | +1,268,754 | 0 | 238,982,503 | +238,982,503 |
| LIMBACH HLDGS INC | 0 | 997,394 | +997,394 | 0 | 77,647,123 | +77,647,123 |
| HEALTHEQUITY INC | 0 | 6,589,646 | +6,589,646 | 0 | 603,677,470 | +603,677,470 |
| INDIE SEMICONDUCTOR INC | 0 | 1,657,006 | +1,657,006 | 0 | 5,849,231 | +5,849,231 |
| CASTLE BIOSCIENCES INC | 0 | 537,241 | +537,241 | 0 | 20,898,675 | +20,898,675 |
| HAMILTON LANE INC | 0 | 1,512,199 | +1,512,199 | 0 | 203,103,448 | +203,103,448 |
| CACTUS INC | 0 | 753,858 | +753,858 | 0 | 34,436,233 | +34,436,233 |
| BOWHEAD SPECIALTY HLDGS INC | 0 | 721,797 | +721,797 | 0 | 20,600,086 | +20,600,086 |
| MAMAS CREATIONS INC | 0 | 2,765,648 | +2,765,648 | 0 | 37,308,592 | +37,308,592 |
| ORION GROUP HLDGS INC | 0 | 2,267,707 | +2,267,707 | 0 | 22,541,008 | +22,541,008 |
| PHATHOM PHARMACEUTICALS INC | 0 | 1,331,669 | +1,331,669 | 0 | 22,092,389 | +22,092,389 |
| TRANSMEDICS GROUP INC | 0 | 331,848 | +331,848 | 0 | 40,369,309 | +40,369,309 |
| LOANDEPOT INC | 0 | 1,559,956 | +1,559,956 | 0 | 3,229,109 | +3,229,109 |
| PENNANT GROUP INC | 0 | 583,460 | +583,460 | 0 | 16,424,399 | +16,424,399 |
| PVH CORPORATION | 0 | 46,052 | +46,052 | 0 | 3,086,405 | +3,086,405 |
| INTELLIA THERAPEUTICS INC | 0 | 313,685 | +313,685 | 0 | 2,820,028 | +2,820,028 |
| OPTEX SYS HLDGS INC | 0 | 265,743 | +265,743 | 0 | 3,768,236 | +3,768,236 |
| CERUS CORP | 0 | 5,462,616 | +5,462,616 | 0 | 11,252,989 | +11,252,989 |
| VIKING THERAPEUTICS INC | 0 | 165,406 | +165,406 | 0 | 5,818,983 | +5,818,983 |
| ROLLINS INC | 0 | 39,206 | +39,206 | 0 | 2,353,144 | +2,353,144 |
| AMBIQ MICRO INC | 0 | 217,512 | +217,512 | 0 | 6,199,092 | +6,199,092 |
| FISERV INC | 0 | 26,000 | +26,000 | 0 | 1,746,420 | +1,746,420 |
| HAWKINS INC | 0 | 552,419 | +552,419 | 0 | 78,476,643 | +78,476,643 |
| PROCEPT BIOROBOTICS CORP | 0 | 222,412 | +222,412 | 0 | 6,997,082 | +6,997,082 |
| VSE CORP | 0 | 81,484 | +81,484 | 0 | 14,077,991 | +14,077,991 |
| DYNE THERAPEUTICS INC | 0 | 406,960 | +406,960 | 0 | 7,960,138 | +7,960,138 |
| ON HLDG AG | 0 | 173,433 | +173,433 | 0 | 8,061,166 | +8,061,166 |
| MAREX GROUP PLC | 0 | 30,992 | +30,992 | 0 | 1,188,853 | +1,188,853 |
| KULICKE & SOFFA INDS INC | 0 | 271,241 | +271,241 | 0 | 12,357,740 | +12,357,740 |
| FIRST WATCH RESTAURANT GROUP | 0 | 451,868 | +451,868 | 0 | 6,814,169 | +6,814,169 |
| ISHARES TR | 0 | 3,093 | +3,093 | 0 | 999,070 | +999,070 |
| AXOGEN INC | 0 | 923,572 | +923,572 | 0 | 30,228,512 | +30,228,512 |
| CITIGROUP INC | 0 | 56,683 | +56,683 | 0 | 6,614,339 | +6,614,339 |
| JOURNEY MED CORP | 0 | 1,316,275 | +1,316,275 | 0 | 10,148,480 | +10,148,480 |
| SONOCO PRODS CO | 0 | 70,037 | +70,037 | 0 | 3,056,415 | +3,056,415 |
| DOLLAR GEN CORP NEW | 0 | 27,649 | +27,649 | 0 | 3,670,958 | +3,670,958 |
| TORONTO DOMINION BK ONT | 0 | 51,494 | +51,494 | 0 | 4,853,302 | +4,853,302 |
| PDF SOLUTIONS INC | 0 | 522,320 | +522,320 | 0 | 14,901,790 | +14,901,790 |
| POWERFLEET INC | 0 | 1,601,763 | +1,601,763 | 0 | 8,521,379 | +8,521,379 |
| ONESTREAM INC | 0 | 1,334,873 | +1,334,873 | 0 | 24,534,966 | +24,534,966 |
| SKYWARD SPECIALTY INS GROUP | 0 | 256,382 | +256,382 | 0 | 13,103,684 | +13,103,684 |
| INSPIRE MED SYS INC | 0 | 116,068 | +116,068 | 0 | 10,704,952 | +10,704,952 |
| NPK INTERNATIONAL INC | 0 | 2,215,905 | +2,215,905 | 0 | 26,413,588 | +26,413,588 |
| ISHARES TR | 0 | 2,765 | +2,765 | 0 | 501,046 | +501,046 |
| KIMCO RLTY CORP | 0 | 189,732 | +189,732 | 0 | 3,845,868 | +3,845,868 |
| CREDICORP LTD | 0 | 2,363 | +2,363 | 0 | 678,181 | +678,181 |
| AQUESTIVE THERAPEUTICS INC | 0 | 681,240 | +681,240 | 0 | 4,400,810 | +4,400,810 |
| ING GROEP N.V. | 0 | 175,000 | +175,000 | 0 | 4,900,000 | +4,900,000 |
| MOELIS & CO | 0 | 3,432,623 | +3,432,623 | 0 | 235,958,505 | +235,958,505 |
| INTEL CORP | 0 | 76,805 | +76,805 | 0 | 2,834,105 | +2,834,105 |
| CENTENE CORP DEL | 0 | 43,000 | +43,000 | 0 | 1,769,450 | +1,769,450 |
| SUNCOR ENERGY INC NEW | 0 | 77,142 | +77,142 | 0 | 3,423,943 | +3,423,943 |
| PATRIA INVESTMENTS LIMITED | 0 | 13,508 | +13,508 | 0 | 214,642 | +214,642 |
| SMITH DOUGLAS HOMES CORP | 0 | 1,249,857 | +1,249,857 | 0 | 20,960,102 | +20,960,102 |
| ISHARES TR | 0 | 611 | +611 | 0 | 150,404 | +150,404 |
| BUILDERS FIRSTSOURCE INC | 0 | 9,818 | +9,818 | 0 | 1,010,174 | +1,010,174 |
| AT&T INC | 0 | 130,719 | +130,719 | 0 | 3,247,060 | +3,247,060 |
| UL SOLUTIONS INC | 0 | 50,337 | +50,337 | 0 | 3,969,576 | +3,969,576 |
| JPMORGAN CHASE & CO. | 0 | 19,674 | +19,674 | 0 | 6,339,356 | +6,339,356 |
| MAGNA INTL INC | 0 | 7,996 | +7,996 | 0 | 426,256 | +426,256 |
| HEICO CORP NEW | 0 | 18,950 | +18,950 | 0 | 4,783,549 | +4,783,549 |
| MANHATTAN ASSOCIATES INC | 0 | 10,615 | +10,615 | 0 | 1,839,686 | +1,839,686 |
| APPLE INC | 0 | 783 | +783 | 0 | 212,866 | +212,866 |
| NVIDIA CORPORATION | 0 | 1,272 | +1,272 | 0 | 237,228 | +237,228 |
| VICI PPTYS INC | 0 | 154,511 | +154,511 | 0 | 4,344,849 | +4,344,849 |
| AMDOCS LTD | 0 | 44,102 | +44,102 | 0 | 3,550,652 | +3,550,652 |
| CHEVRON CORP NEW | 0 | 24,871 | +24,871 | 0 | 3,790,589 | +3,790,589 |