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Conestoga Capital Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Conestoga Capital Advisors, LLC
报告期 2026-03-31 · CIK 0001163744
持仓数
114
前50大市值合计
$4.77B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 104 项
建仓 1
增持 38
减持 60
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
MRCY
MERCURY SYS INC
-$74.6M
2,402,524
-10%
减持
NEOG
NEOGEN CORP
-$49.6M
4,132,829
-7%
减持
AZTA
AZENTA INC
-$48.5M
1,340,367
-9%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
OMCL
OMNICELL COM
-$45.7M
1,670,323
-1%
减持
SSTK
SHUTTERSTOCK INC
-$45.1M
331,741
-69%
减持
—
MODEL N INC
+$39.2M
4,869,648
-2%
减持
MLAB
MESA LABS INC
-$37.0M
488,135
-6%
减持
DH
DEFINITIVE HEALTHCARE CORP
-$36.5M
2,870,772
-19%
增持
—
STEVANATO GROUP S P A
+$30.6M
3,473,436
+95%
减持
SSD
SIMPSON MFG INC
-$30.5M
1,370,758
-0%
减持
HLIO
HELIOS TECHNOLOGIES INC
-$30.4M
1,560,163
-5%
增持
—
CLEARWATER ANALYTICS HLDGS I
+$28.2M
2,813,900
+78%
减持
ROAD
CONSTRUCTION PARTNERS INC
+$25.9M
5,238,822
-2%
增持
—
PAYCOR HCM INC
+$24.1M
4,369,652
+8%
减持
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$24.1M
921,551
-2%
减持
QTWO
Q2 HLDGS INC
-$23.8M
2,023,459
-12%
增持
TRNS
TRANSCAT INC
+$22.6M
727,872
+27%
减持
AXON
AXON ENTERPRISE INC
+$22.1M
983,316
-0%
增持
—
EVOQUA WATER TECHNOLOGIES CO
+$21.8M
1,947,564
+49%
减持
—
ALTAIR ENGR INC
-$19.7M
2,340,282
-0%
增持
TREX
TREX CO INC
-$18.3M
1,790,627
+1%
减持
—
COMPUTER SVCS INC COM
+$16.6M
1,057,035
-8%
减持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$15.7M
1,048,865
-0%
减持
HLMN
HILLMAN SOLUTIONS CORP
-$14.6M
7,301,127
-9%
清仓
ATR
APTARGROUP INC
-$14.1M
0
-100%
减持
—
PROS HOLDINGS INC
-$13.0M
2,944,846
-10%
减持
CWST
CASELLA WASTE SYS INC
+$11.1M
3,034,976
-0%
减持
CDNA
CAREDX INC
-$10.5M
580,533
-39%
减持
NOVT
NOVANTA INC
-$10.4M
1,405,527
-1%
减持
WDFC
WD 40 CO
-$10.2M
293,338
-4%
清仓
—
AVALARA INC
-$10.0M
0
-100%
减持
BL
BLACKLINE INC
-$9.8M
1,402,571
-0%
减持
EXPO
EXPONENT INC
-$9.2M
2,386,240
-0%
减持
LMAT
LEMAITRE VASCULAR INC
+$9.1M
1,847,288
-0%
减持
OFLX
OMEGA FLEX INC
-$8.7M
548,122
-1%
减持
PLOW
DOUGLAS DYNAMICS INC
-$7.9M
2,716,000
-7%
减持
VCEL
VERICEL CORP
-$7.5M
1,528,321
-10%
减持
RBC
RBC BEARINGS INC
-$6.1M
678,953
-15%
减持
EVI
EVI INDS INC
+$5.2M
714,428
-8%
增持
BCPC
BALCHEM CORP
-$5.0M
1,033,516
+3%
减持
ESE
ESCO TECHNOLOGIES INC
+$4.7M
977,642
-0%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$4.6M
191,221
+4%
减持
MMSI
MERIT MED SYS INC
+$4.5M
2,082,662
-0%
减持
DSGX
DESCARTES SYS GROUP INC
+$4.2M
3,057,705
-0%
增持
TECH
BIO-TECHNE CORP
-$3.7M
65,515
+2%
减持
FOXF
FOX FACTORY HLDG CORP
-$3.1M
1,655,059
-1%
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$3.0M
60,073
+2%
减持
AAON
AAON INC
-$2.9M
2,529,335
-1%
减持
RGEN
REPLIGEN CORP
+$2.8M
681,063
-11%
减持
FICO
FAIR ISAAC CORP
-$2.8M
53,579
-14%
减持
SLP
SIMULATIONS PLUS INC
-$2.6M
2,194,792
-1%
减持
SPSC
SPS COMM INC
-$2.6M
1,635,118
-10%
增持
TFX
TELEFLEX INCORPORATED
-$2.4M
59,853
+2%
增持
IT
GARTNER INC
+$2.2M
57,815
+1%
增持
POOL
POOL CORP
-$2.1M
76,084
+2%
减持
WK
WORKIVA INC
+$2.0M
856,671
-13%
增持
HEI/A
HEICO CORP NEW
+$1.9M
178,965
+1%
减持
VERX
VERTEX INC
+$1.9M
2,909,764
-13%
增持
FIVN
FIVE9 INC
-$1.7M
132,666
+3%
增持
WSO
WATSCO INC
+$1.7M
74,847
+2%
增持
GWRE
GUIDEWIRE SOFTWARE INC
-$1.4M
187,087
+3%
增持
TYL
TYLER TECHNOLOGIES INC
+$1.3M
58,657
+2%
增持
GNRC
GENERAC HLDGS INC
-$1.3M
43,943
+2%
增持
NRC
NATIONAL RESH CORP
+$1.1M
731,621
+0%
增持
LCII
LCI INDS
-$892.0K
103,441
+2%
增持
JKHY
HENRY JACK & ASSOC INC
+$889.0K
148,380
+2%
增持
LSPD
LIGHTSPEED COMMERCE INC
-$838.0K
285,625
+9%
建仓
—
OLO INC
+$770.0K
97,530
减持
BLFS
BIOLIFE SOLUTIONS INC
+$533.0K
72,927
-11%
增持
GGG
GRACO INC
+$433.0K
313,080
+1%
增持
—
NANOSTRING TECHNOLOGIES INC
+$416.0K
73,407
+79%
增持
WLDN
WILLDAN GROUP INC
-$402.0K
53,073
+23%
增持
ROL
ROLLINS INC
+$328.0K
820,244
+2%
减持
PLMR
PALOMAR HLDGS INC
+$260.0K
21,932
-10%
减持
—
STERIS PLC
-$258.0K
1,615
-37%
清仓
WPC
WP CAREY INC
-$236.0K
0
-100%
增持
TKNO
ALPHA TEKNOVA INC
-$235.0K
196,149
+85%
清仓
PSA
PUBLIC STORAGE
-$209.0K
0
-100%
减持
DGII
DIGI INTL INC
+$186.0K
59,090
-23%
减持
BALL
BALL CORP
-$170.0K
8,020
-1%
增持
FSV
FIRSTSERVICE CORP NEW
+$158.0K
1,328,106
+2%
减持
TRU
TRANSUNION
-$156.0K
5,330
-10%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$140.0K
0
-100%
减持
CSGP
COSTAR GROUP INC
+$137.0K
16,126
-1%
增持
—
USERTESTING INC
+$134.0K
259,925
+47%
减持
VEEV
VEEVA SYS INC
-$127.0K
3,530
-1%
减持
ANSS
ANSYS INC
-$106.0K
5,346
-1%
增持
FTNT
FORTINET INC
-$99.0K
17,665
+3%
减持
WCN
WASTE CONNECTIONS INC
+$62.0K
6,780
-2%
增持
MTN
VAIL RESORTS INC
+$53.0K
77,264
+1%
增持
GOOGL
ALPHABET INC
-$52.0K
3,900
+1900%
增持
GOOG
ALPHABET INC
-$52.0K
3,900
+1900%
增持
ROP
ROPER TECHNOLOGIES INC
+$48.0K
2,305
+16%
减持
IDXX
IDEXX LABS INC
-$46.0K
1,580
-1%
减持
—
QUALTRICS INTL INC
-$44.0K
17,366
-2%
减持
XYL
XYLEM INC
+$44.0K
5,255
-1%
减持
TSCO
TRACTOR SUPPLY CO
-$44.0K
5,025
-0%
减持
CPRT
COPART INC
-$32.0K
8,210
-2%
增持
ALGN
ALIGN TECHNOLOGY INC
-$29.0K
1,785
+6%
减持
VRSK
VERISK ANALYTICS INC
-$26.0K
5,911
-1%
减持
FDS
FACTSET RESH SYS INC
+$21.0K
1,818
-1%
增持
ITW
ILLINOIS TOOL WKS INC
+$9.0K
1,510
+4%
增持
CGNX
COGNEX CORP
-$7.0K
265,367
+3%
减持
INTU
INTUIT
-$5.0K
1,380
-1%
