WASATCH ADVISORS LP
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 16,830,059
- Description
- Salt Lake City Utah based fiduciary portfolio advisory practice with a partner led organization and a disciplined and process driven investment mandate. The approach emphasizes planning integrated mandate design, fundamental research depth, and valuation discipline and downside awareness for private client and family mandates. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through portfolio resilience planning and decision traceability.
- Website
- https://wasatchglobal.com/
- Founded
- 1975
- Chairman
- —
- CEO
- Mike Yeates
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 226 | 16,830,059 | 13F-HR | WASATCH ADVISORS LP |
| Q2 2025 | 8/14/2025 | 230 | 19,101,450 | 13F-HR | WASATCH ADVISORS LP |
| Q1 2025 | 5/15/2025 | 234 | 17,923,536 | 13F-HR | WASATCH ADVISORS LP |
| Q4 2024 | 2/13/2025 | 232 | 20,199,487 | 13F-HR | WASATCH ADVISORS LP |
| Q3 2024 | 11/14/2024 | 237 | 20,403,245 | 13F-HR | WASATCH ADVISORS LP |
| Q2 2024 | 8/14/2024 | 237 | 18,695,800 | 13F-HR | WASATCH ADVISORS LP |
| Q1 2024 | 4/18/2024 | 247 | 19,121,617 | 13F-HR | WASATCH ADVISORS LP |
| Q4 2023 | 2/14/2024 | 249 | 18,153,343 | 13F-HR | WASATCH ADVISORS LP |
| Q3 2023 | 11/14/2023 | 254 | 15,826,364 | 13F-HR | WASATCH ADVISORS LP |
| Q2 2023 | 8/8/2023 | 257 | 16,518,012 | 13F-HR | WASATCH ADVISORS LP |
| Q1 2023 | 5/12/2023 | 257 | 16,063,472 | 13F-HR | WASATCH ADVISORS LP |
| Q4 2022 | 2/14/2023 | 260 | 14,857,309 | 13F-HR | WASATCH ADVISORS INC |
| Q3 2022 | 11/14/2022 | 251 | 14,391,745 | 13F-HR | WASATCH ADVISORS INC |
| Q2 2022 | 8/12/2022 | 250 | 15,818,063 | 13F-HR | WASATCH ADVISORS INC |
| Q1 2022 | 5/13/2022 | 262 | 20,312,671 | 13F-HR | WASATCH ADVISORS INC |
| Q4 2021 | 2/15/2022 | 260 | 24,514,167 | 13F-HR | WASATCH ADVISORS INC |
| Q3 2021 | 11/12/2021 | 274 | 24,607,239 | 13F-HR | WASATCH ADVISORS INC |
| Q2 2021 | 8/12/2021 | 279 | 24,633,096 | 13F-HR | WASATCH ADVISORS INC |
| Q1 2021 | 5/10/2021 | 266 | 22,270,483 | 13F-HR | WASATCH ADVISORS INC |
| Q4 2020 | 2/12/2021 | 252 | 20,318,885 | 13F-HR | WASATCH ADVISORS INC |
| Q3 2020 | 11/10/2020 | 246 | 15,722,783 | 13F-HR | WASATCH ADVISORS INC |
| Q2 2020 | 8/12/2020 | 241 | 13,822,208 | 13F-HR | WASATCH ADVISORS INC |
| Q1 2020 | 5/8/2020 | 236 | 9,604,168 | 13F-HR | WASATCH ADVISORS INC |
| Q4 2019 | 2/13/2020 | 245 | 12,194,255 | 13F-HR | WASATCH ADVISORS INC |
| Q1 2014 | 5/13/2014 | 387 | 10,313,042 | 13F-HR | WASATCH ADVISORS INC |
| Q4 2013 | 2/14/2014 | 370 | 10,190,117 | 13F-HR | WASATCH ADVISORS INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.83 M | 100.0% | 16.83 M | 0 | 16.83 M |
| ETFs | 1.65 K | 0.0% | 1.65 K | 0 | 1.65 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
16,830,059
Holdings
226
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.