Conestoga Capital Advisors, LLC

CIK

1163744

Location

WAYNE, PA

Portfolio Value

Micro $842,550

Diversification

Diversified

Filing Date

Global Rank

#527 / 8,232 ▲ 49

Top Industry

Medical Instruments & Supplies 13.1%

3Y Alpha vs SPY

-17.5%

Period ended 2 months ago

Filed Apr 24, 2026 · 51d

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+10.2%

SPY

+76.3%

Annualised alpha

-17.5%

Max drawdown

−27.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

110 positions · as of Mar 31, 2026 · Δ vs Sep 30, 2025

Top Position

4.7%

+0.3 pts

Top 5

21.1%

+0.5 pts

Top 10

36.9%

+1.1 pts

HHI

252

Diversified+12

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	44.8%	$2,226,491,786	41
Technology	22.7%	$1,128,796,341	26
Healthcare	16.2%	$806,699,040	20
Basic Materials	7.2%	$355,247,208	4
Real Estate	3.9%	$195,606,094	2
Consumer Cyclical	3.9%	$194,735,918	5
Consumer Defensive	1.1%	$53,153,896	5
Financial Services	0.1%	$4,469,753	5
Communication Services	0.0%	$842,550	1
Energy	0.0%	$319,639	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Sep 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AZTA	Azenta, Inc.	+1,376,550	2,844,546	$60,105,256
UTI	Universal Technical Institute Inc	+1,208,955	1,292,125	$46,645,712
MIR	Mirion Technologies, Inc.	+479,234	1,831,019	$34,038,643
NCNO	nCino, Inc.	+449,116	2,724,354	$40,810,822
BFAM	Bright Horizons Family Solutions Inc.	+412,566	1,293,146	$106,206,080
STVN	Stevanato Group S.p.A.	+396,786	8,491,751	$116,761,576
VCEL	Vericel Corp	+288,028	2,463,312	$79,244,747
FSV	FirstService Corp	+182,277	1,405,564	$195,289,062
TECH	BIO-TECHNE Corp	+145,933	451,416	$23,591,000
RGEN	Repligen Corp	+140,870	1,097,783	$129,340,793
ROL	Rollins Inc	+100,515	1,177,963	$62,915,003
PCOR	Procore Technologies, Inc.	+94,561	407,273	$23,214,561
GGG	Graco Inc	+76,829	540,641	$45,765,260
CLMB	Climb Global Solutions, Inc.	+63,375	72,350	$1,433,977
CYRX	Cryoport, Inc.	+54,675	159,864	$1,323,673
JKHY	Jack Henry & Associates Inc	+44,729	247,311	$39,085,030
NABL	N-able, Inc.	+43,930	252,775	$1,180,459
KAI	Kadant Inc	+41,251	209,949	$61,378,590
NOVT	Novanta Inc	+39,096	1,449,815	$171,237,649
LCII	Lci Industries	+32,634	204,198	$25,112,270
WST	West Pharmaceutical Services Inc	+30,187	130,970	$32,826,320
POOL	Pool Corp	+29,215	152,624	$30,880,413
AGYS	Agilysys Inc	+27,962	683,741	$48,641,334
WSO	Watsco Inc	+27,455	121,904	$44,347,456
GWRE	Guidewire Software, Inc.	+25,042	274,841	$41,105,219
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CWAN	Clearwater Analytics Holdings, Inc.	−6,077,381	633,523	$14,982,818
CCC	CCC Intelligent Solutions Holdings Inc.	−5,383,389	5,240,492	$31,442,952
HLMN	Hillman Solutions Corp.	−5,237,148	246,735	$2,052,835
SPSC	Sps Commerce Inc	−1,273,241	8,270	$460,390
CXT	Crane NXT, Co.	−609,914	363,898	$14,770,619
DSGX	Descartes Systems Group Inc	−524,156	2,111,320	$151,086,059
ROAD	Construction Partners, Inc.	−477,750	1,654,102	$183,803,814
TRNS	Transcat Inc	−462,218	512,518	$37,644,447
EXPO	Exponent Inc	−454,691	1,906,505	$124,399,451
AAON	Aaon, Inc.	−421,083	1,270,237	$105,112,111
DGII	Digi International Inc	−410,961	3,004,773	$144,830,058
BL	Blackline, Inc.	−381,286	1,685,484	$62,362,908
MRCY	Mercury Systems Inc	−361,318	1,918,591	$139,884,469
HLIO	Helios Technologies, Inc.	−334,818	1,325,206	$85,754,080
ESE	Esco Technologies Inc	−331,438	541,781	$152,440,919
SSD	Simpson Manufacturing Co., Inc.	−277,080	605,281	$103,878,325
WK	Workiva Inc	−241,634	754,553	$44,993,995
FSS	Federal Signal Corp /De/	−237,646	860,917	$93,099,564
PL	Planet Labs PBC	−227,488	18,747	$523,978
RBC	RBC Bearings INC	−196,634	429,309	$233,166,304
QTWO	Q2 Holdings, Inc.	−143,281	1,782,715	$84,322,419
WDFC	Wd 40 Co	−120,404	190,200	$38,789,388
SPXC	SPX Technologies, Inc.	−119,233	657,553	$131,471,146
GNRC	Generac Holdings Inc.	−118,420	1,305	$254,905
EVI	Evi Industries, Inc.	−104,794	701,876	$14,444,608
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
AORT	Artivion, Inc.	1,175,410	$43,043,514
KRMN	Karman Holdings Inc.	512,521	$41,027,306
LGN	Legence Corp.	415,860	$23,479,455
NPO	Enpro Inc.	80,350	$20,139,727
BMI	Badger Meter Inc	122,658	$18,686,946
CACI	Caci International Inc /De/	27,090	$14,733,438
ELVA	Electrovaya Inc.	263,320	$2,059,162
GHM	Graham Corp	21,340	$1,684,152
ODD	Oddity Tech Ltd	97,620	$1,306,155
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
TREX	Trex Co Inc	1,894,949	$97,912,014
VERX	Vertex, Inc.	2,543,000	$63,040,970
MLAB	Mesa Laboratories Inc /Co/	426,457	$28,576,883
PCTY	Paylocity Holding Corp	125,863	$20,046,200
IIIV	i3 Verticals, Inc.	69,552	$2,257,657
PHR	Phreesia, Inc.	76,520	$1,799,750
TIC	TIC Solutions, Inc.	106,021	$1,411,139
SSTI	Soundthinking, Inc.	91,603	$1,104,732
IT	Gartner Inc	1,844	$484,732
BSY	Bentley Systems Inc	8,455	$435,263
FICO	Fair Isaac Corp	269	$402,566
NET	Cloudflare, Inc.	1,745	$374,459
SNPS	Synopsys Inc	698	$344,386
ODFL	Old Dominion Freight Line, Inc.	2,199	$309,575
GRMN	Garmin Ltd	1,220	$300,388
AXON	Axon Enterprise, Inc.	395	$283,467
SJM	J M SMUCKER Co	1,845	$200,367
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $842,550 total · Communication Services only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
GOOGL	Alphabet Inc. Communication Services	Reduced	2,930	-15	$842,550	+17.7%	100.00%