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Portfolio (Quarterly) Guide ↗

WASATCH ADVISORS LP

· CIK 0000814133
13F Portfolio $15.3B AUM 219 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 64 Added 110 Reduced 19 Exited
Page 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MLAB MESA LABS INC Technology 115,668.0 $11.5M 0.07% +64K +125.8% $99.55 +8.1%
42 GHM GRAHAM CORP Industrials 85,103.0 $10.5M 0.07% +659.0 +0.8% $123.79 -6.7%
43 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 348,437.0 $10.4M 0.07% +78K +28.9% $29.93 +11.8%
44 AIOT POWERFLEET INC Technology 2,608,977.0 $10.0M 0.07% +367K +16.4% $3.83 -24.8%
45 KIDS ORTHOPEDIATRICS CORP Healthcare 515,677.0 $9.9M 0.07% +186K +56.6% $19.13 +29.1%
46 MGNX MACROGENICS INC Healthcare 2,018,881.0 $9.3M 0.06% +459K +29.4% $4.62 -12.1%
47 OPXS OPTEX SYS HLDGS INC Industrials 634,671.0 $8.9M 0.06% +237K +59.4% $14.03 -20.0%
48 IIIV I3 VERTICALS INC Technology 377,435.0 $8.1M 0.05% +26K +7.3% $21.36 -25.1%
49 KRNT KORNIT DIGITAL LTD Industrials 433,968.0 $7.1M 0.05% +257K +145.9% $16.25 +8.9%
50 TCBX THIRD COAST BANCSHARES INC Financial Services 166,315.0 $6.7M 0.04% +8K +5.2% $40.40 +13.0%
51 AQST AQUESTIVE THERAPEUTICS INC Healthcare 1,385,843.0 $5.8M 0.04% +508K +57.8% $4.16 +3.1%
52 USB US BANCORP Financial Services 93,038.0 $5.6M 0.04% +1K +1.5% $60.40 +7.4%
53 EXC EXELON CORP Utilities 118,286.0 $5.5M 0.04% +8K +7.0% $46.62 -2.3%
54 PPHC PUBLIC POL HLDG CO INC Industrials 728,798.0 $5.4M 0.04% +126K +20.9% $7.45 +34.9%
55 DUK DUKE ENERGY CORP NEW Utilities 42,275.0 $5.4M 0.04% +900.0 +2.2% $126.58 -2.4%
56 SON SONOCO PRODS CO Consumer Cyclical 81,167.0 $4.6M 0.03% +11K +15.9% $56.35 +0.7%
57 DOX AMDOCS LTD Technology 72,072.0 $3.6M 0.02% +12K +20.6% $50.54 +13.3%
58 BAP CREDICORP LTD Financial Services 8,896.0 $3.5M 0.02% +4K +65.9% $389.58 -2.9%
59 T AT&T INC Communication Services 150,000.0 $3.1M 0.02% +19K +14.8% $20.70 +19.3%
60 LOANDEPOT INC 2,296,300.0 $2.9M 0.02% +610K +36.2% $1.25
Page 3 of 4  ·  64 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 25.3%
Technology 20.5%
Healthcare 16.4%
Consumer Cyclical 13.1%
Financial Services 13.0%
Consumer Defensive 6.0%
Basic Materials 2.5%
Energy 2.3%
Real Estate 0.5%
Communication Services 0.4%