Wasatch Advisors Lp Top Holdings and 13F Report (2025) About Wasatch Advisors LpInvestment ActivityWasatch Advisors Lp has $20.20 billion in total holdings as of December 31, 2024.Wasatch Advisors Lp owns shares of 232 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 7.99% of the portfolio was purchased this quarter.About 11.14% of the portfolio was sold this quarter.This quarter, Wasatch Advisors Lp has purchased 237 new stocks and bought additional shares in 95 stocks.Wasatch Advisors Lp sold shares of 113 stocks and completely divested from 20 stocks this quarter.Largest Holdings Globant $734,512,435HealthEquity $720,943,833Shift4 Payments $603,144,141Nova $474,979,785Paylocity $467,607,348 Largest New Holdings this Quarter Flowers Foods $58,476,457 HoldingFrontdoor $56,506,693 HoldingHawkins $42,465,655 HoldingLOAR HOLDINGS INC $40,346,656 HoldingMGP Ingredients $28,388,408 Holding Largest Purchases this Quarter Nova 796,629 shares (about $156.90M)nCino 3,905,802 shares (about $131.16M)Casella Waste Systems 838,086 shares (about $88.68M)Modine Manufacturing 741,667 shares (about $85.98M)Fabrinet 362,064 shares (about $79.61M) Largest Sales this Quarter Clearwater Analytics 5,718,820 shares (about $157.38M)Q2 1,495,788 shares (about $150.55M)Cohen & Steers 1,153,418 shares (about $106.51M)SiTime 480,253 shares (about $103.03M)Guidewire Software 576,188 shares (about $97.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWasatch Advisors Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLOBGlobant$734,512,435$11,696,825 ▼-1.6%3,425,5783.6%Computer and TechnologyHQYHealthEquity$720,943,833$23,521,663 ▼-3.2%7,513,7453.6%MedicalFOURShift4 Payments$603,144,141$7,412,902 ▼-1.2%5,811,7573.0%Business ServicesNVMINova$474,979,785$156,896,082 ▲49.3%2,411,6772.4%Computer and TechnologyPCTYPaylocity$467,607,348$32,152,569 ▼-6.4%2,344,2492.3%Computer and TechnologyENSGThe Ensign Group$464,629,622$21,216,546 ▲4.8%3,497,1372.3%MedicalRBCRBC Bearings$454,907,882$2,052,400 ▼-0.4%1,520,7192.3%Industrial ProductsBRBRBellRing Brands$444,716,651$60,159,216 ▼-11.9%5,902,7962.2%MedicalOLLIOllie's Bargain Outlet$430,536,079$9,021,013 ▼-2.1%3,923,5952.1%Consumer StaplesVVVValvoline$391,404,502$39,078,525 ▲11.1%10,818,2561.9%Retail/WholesaleKAIKadant$365,758,053$30,812,092 ▼-7.8%1,060,1991.8%Industrial ProductsCWANClearwater Analytics$341,693,989$157,381,926 ▼-31.5%12,416,2061.7%Computer and TechnologyTREXTrex$317,504,935$36,110,490 ▲12.8%4,599,5211.6%ConstructionOZKBank OZK$316,281,316$51,204,156 ▲19.3%7,102,6571.6%FinanceMEDPMedpace$311,247,018$9,355,929 ▲3.1%936,8421.5%MedicalPNFPPinnacle Financial Partners$289,375,700$47,723,279 ▼-14.2%2,529,7291.4%FinanceFRPTFreshpet$288,252,719$21,449,883 ▼-6.9%1,946,2071.4%Consumer StaplesCWSTCasella Waste Systems$272,704,959$88,677,880 ▲48.2%2,577,3081.4%Industrial ProductsITCIIntra-Cellular Therapies$271,341,530$50,092,540 ▼-15.6%3,248,8211.3%MedicalSAIASaia$262,540,129$53,009,602 ▼-16.8%576,0871.3%TransportationMELIMercadoLibre$254,715,709$3,103,303 ▲1.2%149,7941.3%Retail/WholesaleFIVEFive Below$254,011,912$9,055,004 ▲3.7%2,420,0831.3%Retail/WholesaleNSANational Storage Affiliates Trust$253,207,714$19,197,548 ▲8.2%6,679,1801.3%FinanceHLNEHamilton Lane$252,542,654$34,230,196 ▼-11.9%1,705,7931.3%FinanceFNFabrinet$249,044,004$79,610,632 ▲47.0%1,132,6361.2%Computer and TechnologyGSHDGoosehead Insurance$246,434,662$34,368,620 ▼-12.2%2,298,4021.2%FinanceINSPInspire Medical Systems$245,028,796$316,073 ▼-0.1%1,321,7651.2%MedicalCYBRCyberArk Software$243,957,083$85,494,619 ▼-26.0%732,2741.2%Computer and TechnologyICFIICF International$238,740,079$53,660,117 ▲29.0%2,002,6851.2%Business ServicesMORNMorningstar$232,416,261$1,976,444 ▼-0.8%690,1541.2%Business ServicesGWREGuidewire Software$232,136,009$97,133,773 ▼-29.5%1,377,0081.1%Computer and TechnologySITESiteOne Landscape Supply$228,106,783$20,219,711 ▲9.7%1,731,0981.1%Industrial ProductsQTWOQ2$212,981,640$150,551,062 ▼-41.4%2,116,0621.1%Computer and TechnologyYETIYETI$212,923,561$1,981,070 ▲0.9%5,529,0461.1%Consumer DiscretionaryFNDFloor & Decor$211,534,886$13,070,770 ▼-5.8%2,121,7141.0%Retail/WholesaleNCNOnCino$207,449,953$131,156,831 ▲171.9%6,177,7831.0%Computer and TechnologyBCPCBalchem$195,977,690$24,899,768 ▼-11.3%1,202,3541.0%Basic MaterialsMCMoelis & Company$194,491,760$15,923,874 ▼-7.6%2,632,5361.0%FinancePOOLPool$189,527,182$3,219,496 ▼-1.7%555,8960.9%Consumer DiscretionaryAAONAAON$185,614,899$34,063,771 ▼-15.5%1,577,2850.9%ConstructionIOSPInnospec$173,907,457$24,810,936 ▼-12.5%1,580,1150.9%Basic MaterialsCNSCohen & Steers$173,453,395$106,506,618 ▼-38.0%1,878,4210.9%FinanceSESEA$172,410,802$9,143,804 ▲5.6%1,624,9840.9%Computer and TechnologyBROSDutch Bros$169,713,557$46,525,802 ▼-21.5%3,240,0450.8%Retail/WholesaleCCCSCCC Intelligent Solutions$166,140,952$1,962,030 ▼-1.2%14,163,7640.8%Computer and TechnologyMODModine Manufacturing$165,596,151$85,981,455 ▲108.0%1,428,4150.8%Auto/Tires/TrucksHLIOHelios Technologies$158,275,763$110,529 ▲0.1%3,545,6040.8%Industrial ProductsXPELXPEL$155,722,905$1,337,231 ▼-0.9%3,898,9210.8%Auto/Tires/TrucksPCORProcore Technologies$152,604,836$34,116,678 ▲28.8%2,036,6320.8%Computer and TechnologyNOVTNovanta$152,286,025$1,448,107 ▼-0.9%996,8320.8%Computer and TechnologyCSWICSW Industrials$150,752,851$3,838,111 ▼-2.5%427,3040.7%Basic MaterialsUFPTUFP Technologies$141,006,716$38,178,280 ▲37.1%576,6910.7%Industrial ProductsNUNU$140,686,376$67,456,219 ▼-32.4%13,579,7660.7%FinanceADUSAddus HomeCare$130,174,596$595,538 ▼-0.5%1,038,4890.6%MedicalROADConstruction Partners$126,355,999$28,999,577 ▼-18.7%1,428,3970.6%ConstructionTCOMTrip.com Group$125,720,374$40,994,620 ▲48.4%1,831,0570.6%Consumer DiscretionaryLGIHLGI Homes$124,776,474$3,272,755 ▲2.7%1,395,7100.6%FinanceMKTXMarketAxess$121,772,495$3,569,172 ▼-2.8%538,7210.6%FinanceGDYNGrid Dynamics$121,610,299$34,920,647 ▼-22.3%5,468,0890.6%Computer and TechnologyAGYSAgilysys$118,039,029$10,562,615 ▼-8.2%896,2040.6%Computer and TechnologyARHSArhaus$113,462,409$101,125 ▲0.1%12,070,4690.6%Retail/WholesaleCOCOVita Coco$104,413,518$15,792,719 ▲17.8%2,828,8680.5%Consumer StaplesCTSCTS$103,029,885$2,106,511 ▼-2.0%1,953,9140.5%Computer and TechnologyLPROOpen Lending$99,915,287$629,531 ▲0.6%16,736,2290.5%FinanceAZEKAZEK$98,928,145$10,293,822 ▲11.6%2,084,0140.5%ConstructionSXIStandex International$98,066,158$12,037,107 ▲14.0%524,4460.5%Industrial ProductsSKYSkyline Champion$96,431,088$4,371,698 ▼-4.3%1,094,5640.5%ConstructionCAMTCamtek$96,341,164$72,945,487 ▲311.8%1,192,7840.5%Computer and TechnologyCERTCertara$95,168,379$851,393 ▼-0.9%8,935,9980.5%MedicalWEAVWeave Communications$82,874,187$23,001,662 ▲38.4%5,205,6650.4%Computer and TechnologyVECOVeeco Instruments$74,848,380$4,078,987 ▲5.8%2,792,8500.4%Computer and TechnologyEEFTEuronet Worldwide$74,434,049$745,179 ▲1.0%723,7850.4%FinanceAXAxos Financial$73,871,684$6,786,696 ▼-8.4%1,057,5760.4%FinanceSHAKShake Shack$73,521,965$1,317,081 ▲1.8%566,4250.4%Retail/WholesaleGVAGranite Construction$71,491,632$19,897,628 ▼-21.8%815,0910.4%ConstructionGLBEGlobal-E Online$70,170,022$1,062,953 ▼-1.5%1,286,8150.3%Retail/WholesaleLOPEGrand Canyon Education$68,496,737$15,658,297 ▼-18.6%418,1730.3%Consumer DiscretionaryFROGJFrog$65,028,098$2,064,700 ▲3.3%2,211,0880.3%Computer and TechnologyMGYMagnolia Oil & Gas$64,852,099$11,331,889 ▲21.2%2,773,8280.3%Oils/EnergySTEPStepStone Group$64,051,744$957,914 ▼-1.5%1,106,6300.3%FinanceMTDRMatador Resources$62,273,744$10,165,901 ▼-14.0%1,106,8920.3%Oils/EnergyAXSAXIS Capital$62,017,074$5,184,447 ▼-7.7%699,8090.3%FinanceUFPIUFP Industries$60,186,304$6,357,403 ▼-9.6%534,2770.3%ConstructionMMYTMakeMyTrip$59,995,920$6,215,933 ▲11.6%534,3420.3%Computer and TechnologyAPAMArtisan Partners Asset Management$59,414,252$18,595,792 ▼-23.8%1,380,1220.3%FinanceFLOFlowers Foods$58,476,457$58,476,457 ▲New Holding2,830,4190.3%Consumer StaplesALSNAllison Transmission$58,270,274$18,961,936 ▼-24.6%539,2400.3%Auto/Tires/TrucksALKTAlkami Technology$58,203,421$8,289,387 ▲16.6%1,586,7890.3%Computer and TechnologyFBKFB Financial$57,573,242$5,569,673 ▼-8.8%1,117,7100.3%FinanceFLYWFlywire$56,532,699$21,648,690 ▲62.1%2,741,6440.3%Computer and TechnologyFTDRFrontdoor$56,506,693$56,506,693 ▲New Holding1,033,5960.3%ConstructionSPTSprout Social$56,221,595$3,912,423 ▼-6.5%1,830,7260.3%Computer and TechnologyESPREsperion Therapeutics$53,860,968$2,499,739 ▲4.9%24,482,2580.3%MedicalSERVISFIRST BANCSHARES INC$53,641,352$6,380,583 ▼-10.6%633,0110.3%COMSCSCScanSource$52,101,903$2,183 ▲0.0%1,098,0380.3%Industrial ProductsARLOArlo Technologies$50,772,756$8,846,243 ▲21.1%4,537,3330.3%Computer and TechnologyBCOBrink's$49,255,118$1,676,632 ▲3.5%530,9380.2%Business ServicesABRArbor Realty Trust$49,128,139$495,511 ▲1.0%3,547,1580.2%FinanceCSTLCastle Biosciences$47,865,745$799,607 ▼-1.6%1,796,0880.2%MedicalDHTDHT$47,167,402$446,264 ▲1.0%5,077,2230.2%TransportationShowing largest 100 holdings. 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