WASATCH ADVISORS LP

CIK

814133

City

SALT LAKE CITY

State / Country

Stock

AAON — Aaon, Inc.

Top Portfolio Positions

211 positions · $14,960,070,079 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
HQY	Healthequity, Inc. Healthcare	7,202,934	$601,949,194	4.02%
ENSG	Ensign Group, Inc Healthcare	2,057,995	$414,685,992	2.77%
CAMT	Camtek Ltd Technology	2,728,318	$413,640,291	2.76%
MEDP	Medpace Holdings, Inc. Healthcare	773,931	$371,633,926	2.48%
NVMI	Nova Ltd. Technology	852,641	$370,284,933	2.48%
FN	Fabrinet Technology	703,140	$366,701,572	2.45%
ECG	Everus Construction Group, Inc. Industrials	3,017,249	$356,216,416	2.38%
SXI	Standex International Corp/De/ Industrials	1,317,226	$335,708,218	2.24%
RBC	RBC Bearings INC Industrials	575,966	$312,818,653	2.09%
KAI	Kadant Inc Industrials	1,038,548	$303,619,507	2.03%

25 quarters · across all stocks

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25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$187,686,764	2,268,118	+23.8%	Shares	Sole	2026-04-21
2025-12-31	$139,645,317	1,831,414	-14.4%	Shares	Sole	2026-02-12
2025-09-30	$199,864,328	2,138,959	+27.1%	Shares	Sole	2025-11-14
2025-06-30	$124,076,926	1,682,399	-4.3%	Shares	Sole	2025-08-14
2025-03-31	$137,389,182	1,758,469	+11.5%	Shares	Sole	2025-05-15
2024-12-31	$185,614,898	1,577,285	-15.5%	Shares	Sole	2025-02-13
2024-09-30	$201,309,888	1,866,746	+39.1%	Shares	Sole	2024-11-14
2024-06-30	$117,042,405	1,341,614	+31.5%	Shares	Sole	2024-08-14
2024-03-31	$89,873,893	1,020,135	-0.5%	Shares	Sole	2024-04-18
2023-12-31	$75,706,408	1,024,860	+5.0%	Shares	Sole	2024-02-14
2023-09-30	$55,496,760	975,853	+49.9%	Shares	Sole	2023-11-14
2023-06-30	$41,156,726	651,145	-20.0%	Shares	Sole	2023-08-08
2023-03-31	$52,485,201	814,229	+12.3%	Shares	Sole	2023-05-12
2022-12-31	$36,410,467	725,116	-2.8%	Shares	Sole	2023-02-14
2022-09-30	$26,795,062	745,965	+2.4%	Shares	Sole	2022-11-14
2022-06-30	$26,607,032	728,826	-12.7%	Shares	Sole	2022-08-12
2022-03-31	$31,020,144	834,923	-0.8%	Shares	Sole	2022-05-13
2021-12-31	$44,574,658	841,773	-4.9%	Shares	Sole	2022-02-15
2021-09-30	$38,566,542	885,366	-0.3%	Shares	Sole	2021-11-12
2021-06-30	$37,054,269	888,023	-0.6%	Shares	Sole	2021-08-12
2021-03-31	$41,715,195	893,770	+3.5%	Shares	Sole	2021-05-10
2020-12-31	$38,349,385	863,336	-1.6%	Shares	Sole	2021-02-12
2020-09-30	$35,249,854	877,589	-0.6%	Shares	Sole	2020-11-10
2020-06-30	$31,968,600	883,274	-9.6%	Shares	Sole	2020-08-12
2020-03-31	$31,458,574	976,571	—	Shares	Sole	2020-05-08
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