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| Keyboard |
| Wasatch Advisors LP
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|---|---|
| CRD # | 106081 |
| SEC # | 801-11095 |
| CIK # | 0000814133 |
| AUM | 23.35 B (2026-03-16) |
| Employees | 96 (43% Investors, 18% Brokers) |
| Fees | |
| Minimum | |
| Phone | 801-533-0777 |
| Address | 505 Wakara Way Salt Lake City, UT 84108 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Tue, 21 Jul 2026 | WASATCH ADVISORS LP Reduces Stake in Moelis & Co — GuruFocus |
| Fri, 17 Jul 2026 | Wasatch Advisors (PNTG) discloses 5.4% Pennant Group ownership in 13G — Stock Titan |
| Fri, 17 Jul 2026 | Wasatch Advisors reports 8.8% UFP Technologies (UFPT) ownership in Schedule 13G/A — Stock Titan |
| Fri, 17 Jul 2026 | Wasatch Advisors (FOUR) discloses 2.7% Class A stake in Shift4 Payments — Stock Titan |
| Wed, 08 Jul 2026 | Wasatch Advisors (OZK) reports 4.2% stake in Bank OZK (4,695,376 shares) — Stock Titan |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| HealthEquity Inc | 0.7 | ||
| Ensign Group Inc | 0.4 | ||
| Camtek Ltd | 0.3 | ||
| Casella Waste Systems Inc | 0.3 | ||
| Medpace Holdings Inc | 0.3 | ||
| Ollie's Bargain Outlet Holdings Inc | 0.3 | ||
| Standex International Corp/De/ | 0.3 | ||
| AAON Inc | 0.3 | ||
| Global-E Online Ltd | 0.3 | ||
| Nova Measuring Instruments Ltd | 0.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Wasatch Emerging Markets Select Master Fund Ltd | [2023-03-30] | 51.0 M | 188.0 M |
| Filed 2024-12-13 (D/A) · Exemption 3(c)(7), 506(b), 3(c) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 0.0 |
| (b) Individuals (high net worth individuals) | 51 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 23 | 9.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 15 | 5.6 |
| (g) Pension and profit sharing plans | 22 | 1.0 |
| (h) Charitable organizations | 50 | 0.6 |
| (i) State or municipal government entities | 27 | 5.5 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 2 | 0.9 |
| (m) Corporations or other businesses not listed above | 39 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 239 | 23.3 |
| By Discretionary | ||
| Discretionary | 239 | 23.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 239 | 23.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.9 | |
| United States Persons | 16.5 | |
| Total | 239 | 23.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jarladth Travers | Director | 21 | 4 | |
| Wasatch Advisors Inc | Executive Officer | 3 | 2 | |
| Daniel Thurber | Director | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000814133] | |
| SC 13G | [0000814133] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $9.0B |
| Clients | 4 (12 non-US) |
| Serves | Institutional, Retail |
| LEI | 549300F1TD6UHUN19D04 |
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