StockDriftsStockDriftsTop 50 Wasatch Advisors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HQY | HEALTHEQUITY INC | 4.6% | 7.01M | $620.2M | -11.92%(-949.27K) | $65.87(+41.30%) | 2026-09-30 | |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 3.27% | 5.14M | $439.9M | +17.73%(+773.59K) | $75.53(+23.96%) | 2026-09-30 | |
| ENSG | ENSIGN GROUP INC | 2.6% | 2.04M | $350.6M | -10.53%(-239.93K) | $60.96(+183.86%) | 2026-09-30 | |
| GLBE | GLOBAL E ONLINE LTD | 2.53% | 8.59M | $341.4M | +3.83%(+317.30K) | $34.13(+16.36%) | 2026-09-30 | |
| MEDP | MEDPACE HLDGS INC | 2.16% | 465.9K | $290.8M | -26.81%(-170.65K) | $200.02(+209.80%) | 2026-09-30 | |
| PAY | PAYMENTUS HOLDINGS INC | 2.05% | 9.01M | $276.2M | +45.65%(+2.82M) | $29.90(+5.16%) | 2026-09-30 | |
| CWST | CASELLA WASTE SYS INC | 1.82% | 3.06M | $245.6M | -13.46%(-475.50K) | $97.59(-11.32%) | 2026-09-30 | |
| AAON | AAON INC | 1.82% | 2.96M | $244.9M | +26.55%(+620.94K) | $78.08(-3.51%) | 2026-09-30 | |
| KAI | KADANT INC | 1.7% | 876.9K | $229.3M | +0.95%(+8.25K) | $174.00(+51.59%) | 2026-09-30 | |
| CAMT | CAMTEK LTD | 1.7% | 1.47M | $229.0M | -30.50%(-647.13K) | $73.00(+76.62%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.54% | +31.44% | +0.77% | +3.92% |
| Top 20 Holdings Unweighted | +8.89% | +29.11% | +0.53% | +2.67% |
Wasatch Advisors LP reports $13.47B in US-listed equity holdings across 229 positions in its most recent 13F filing. Its largest disclosed positions are HQY (4.6%), OLLI (3.3%) and ENSG (2.6%). The top 20 holdings account for 38.59% of reported assets. Its disclosed equity book has returned +31.44% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wasatch Advisors LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 814133). View Wasatch Advisors LP’s 13F filings on SEC