Wasatch Advisors Inc has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $17.6 Billion distributed in 234 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Healthequity, Inc. with a value of $639M, Ollie'S Bargain Outlet Holdings, Inc. with a value of $467M, Shift4 Payments, Inc. with a value of $445M, Valvoline Inc with a value of $440M, and Paylocity Holding Corp with a value of $435M.

Examining the 13F form we can see an decrease of $2.28B in the current position value, from $19.9B to 17.6B.

Wasatch Advisors Inc is based out at Salt Lake City, UT

Below you can find more details about Wasatch Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $17.6 Billion
Technology: $4.54 Billion
Industrials: $3.23 Billion
Financial Services: $2.59 Billion
Healthcare: $2.21 Billion
Consumer Cyclical: $2.17 Billion
Consumer Defensive: $1.46 Billion
Energy: $640 Million
Basic Materials: $467 Million
Other: $318 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 234
  • Current Value $17.6 Billion
  • Prior Value $19.9 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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