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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 107 项
建仓 5
增持 54
减持 45
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
OMCL
OMNICELL COM
-$82.4M
0
-100%
减持
—
MODEL N INC
-$53.4M
3,317,804
-13%
增持
NOVT
NOVANTA INC
-$49.4M
1,279,036
+1%
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
CWST
CASELLA WASTE SYS INC
-$43.8M
3,045,655
-0%
建仓
CSW
CSW INDUSTRIALS INC
+$38.5M
219,718
减持
SPSC
SPS COMM INC
-$36.6M
1,556,536
-1%
减持
NEOG
NEOGEN CORP
-$29.3M
6,552,525
-5%
增持
—
ALTAIR ENGR INC
-$29.0M
2,409,511
+2%
增持
MMSI
MERIT MED SYS INC
-$27.5M
2,139,943
+2%
减持
HLIO
HELIOS TECHNOLOGIES INC
-$27.2M
1,943,046
-5%
增持
—
CLEARWATER ANALYTICS HLDGS I
+$24.8M
6,376,562
+3%
增持
FSS
FEDERAL SIGNAL CORP
+$23.4M
1,318,407
+52%
增持
LMAT
LEMAITRE VASCULAR INC
-$20.8M
1,917,581
+3%
减持
DH
DEFINITIVE HEALTHCARE CORP
-$20.6M
4,925,857
-10%
增持
AAON
AAON INC
-$20.0M
3,329,064
+51%
增持
DSGX
DESCARTES SYS GROUP INC
-$18.7M
3,020,914
+1%
减持
MLAB
MESA LABS INC
-$18.3M
530,210
-8%
减持
—
PAYCOR HCM INC
-$17.1M
3,999,531
-13%
减持
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$16.8M
899,281
-2%
增持
EXPO
EXPONENT INC
-$16.1M
2,444,269
+1%
增持
RGEN
REPLIGEN CORP
+$15.9M
707,148
+4%
减持
HLMN
HILLMAN SOLUTIONS CORP
-$15.3M
8,073,118
-11%
增持
—
PROS HOLDINGS INC
+$14.1M
3,226,279
+2%
增持
RBC
RBC BEARINGS INC
+$14.0M
692,132
+2%
减持
SSD
SIMPSON MFG INC
+$13.8M
1,371,850
-1%
减持
SLP
SIMULATIONS PLUS INC
-$13.1M
2,007,877
-10%
减持
OFLX
OMEGA FLEX INC
-$13.1M
298,640
-15%
减持
VCEL
VERICEL CORP
-$13.0M
2,230,745
-5%
增持
—
STEVANATO GROUP S P A
+$12.1M
4,534,088
+20%
增持
TRNS
TRANSCAT INC
+$12.0M
758,056
+4%
增持
FSV
FIRSTSERVICE CORP NEW
-$9.5M
1,362,702
+1%
减持
PLOW
DOUGLAS DYNAMICS INC
-$9.4M
1,880,114
-15%
增持
BCPC
BALCHEM CORP
-$8.7M
1,076,327
+2%
增持
WDFC
WD 40 CO
+$8.1M
311,245
+6%
增持
DGII
DIGI INTL INC
-$7.5M
3,080,925
+34%
增持
FOXF
FOX FACTORY HLDG CORP
-$7.4M
1,130,504
+3%
减持
ROAD
CONSTRUCTION PARTNERS INC
+$6.5M
4,547,707
-11%
减持
MRCY
MERCURY SYS INC
-$5.5M
2,161,486
-13%
减持
QTWO
Q2 HLDGS INC
-$5.1M
1,946,612
-11%
增持
GGG
GRACO INC
-$4.6M
346,859
+0%
减持
ROL
ROLLINS INC
-$4.6M
820,799
-0%
增持
CGNX
COGNEX CORP
-$3.7M
273,518
+0%
增持
ESE
ESCO TECHNOLOGIES INC
+$3.5M
1,011,072
+3%
增持
TECH
BIO-TECHNE CORP
-$3.4M
254,572
+0%
增持
TREX
TREX CO INC
-$3.3M
1,872,583
+3%
减持
AZTA
AZENTA INC
-$2.8M
1,139,194
-11%
减持
TFX
TELEFLEX INCORPORATED
-$2.8M
59,577
-1%
增持
WK
WORKIVA INC
+$2.6M
947,290
+3%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$2.6M
191,485
-0%
增持
NRC
NATIONAL RESH CORP
+$2.6M
773,215
+6%
减持
JKHY
HENRY JACK & ASSOC INC
-$2.5M
151,980
-0%
增持
FIVN
FIVE9 INC
-$2.5M
139,258
+1%
减持
MTN
VAIL RESORTS INC
-$2.4M
78,683
-0%
减持
TYL
TYLER TECHNOLOGIES INC
-$2.4M
71,056
-1%
增持
GNRC
GENERAC HLDGS INC
+$2.3M
82,612
+83%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$2.1M
189,765
+0%
增持
HEI/A
HEICO CORP NEW
-$1.9M
177,084
+0%
减持
EVI
EVI INDS INC
+$1.7M
641,851
-1%
减持
FICO
FAIR ISAAC CORP
+$1.6M
52,254
-3%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$1.4M
1,097,874
+2%
增持
POOL
POOL CORP
-$1.3M
77,748
+0%
减持
IT
GARTNER INC
-$1.3M
48,584
-5%
建仓
TCYSF
TECSYS INC COM
+$1.3M
61,010
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$1.2M
56,393
-3%
减持
LCII
LCI INDS
-$1.0M
106,411
-0%
建仓
—
THUNDERBIRD ENTERTAINMENT GROU
+$932.2K
588,950
减持
AXON
AXON ENTERPRISE INC
+$781.5K
531,435
-1%
清仓
—
NANOSTRING TECHNOLOGIES INC
-$371.5K
0
-100%
增持
GOOGL
ALPHABET INC
+$335.3K
5,755
+65%
增持
WSO
WATSCO INC
-$282.6K
77,912
+0%
清仓
BALL
BALL CORP
-$271.5K
0
-100%
增持
KIDS
ORTHOPEDIATRICS CORP
-$240.6K
36,583
+14%
建仓
BSY
BENTLEY SYS INC
+$219.7K
4,380
建仓
PCOR
PROCORE TECHNOLOGIES INC
+$202.5K
3,100
增持
ROP
ROPER TECHNOLOGIES INC
+$174.6K
2,234
+18%
增持
PHR
PHREESIA INC
-$172.0K
62,815
+45%
增持
VRSK
VERISK ANALYTICS INC
+$156.0K
5,650
+8%
减持
AAPL
APPLE INC
-$149.4K
5,710
-2%
增持
MKL
MARKEL GROUP INC
+$144.6K
535
+15%
减持
VERX
VERTEX INC
-$137.0K
2,379,780
-16%
增持
—
STERIS PLC
+$112.0K
2,064
+36%
减持
SPGI
S&P GLOBAL INC
-$103.4K
2,802
-0%
增持
VEEV
VEEVA SYS INC
+$102.7K
3,359
+14%
增持
FDS
FACTSET RESH SYS INC
+$93.5K
1,557
+6%
减持
FAST
FASTENAL CO
-$90.8K
17,475
-1%
减持
MSFT
MICROSOFT CORP
-$83.6K
3,099
-1%
减持
BL
BLACKLINE INC
+$81.6K
1,367,415
-3%
增持
ANSS
ANSYS INC
-$73.9K
5,205
+6%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$70.4K
318
+48%
减持
INTU
INTUIT
+$67.7K
1,370
-1%
减持
JNJ
JOHNSON & JOHNSON
-$65.2K
3,120
-6%
增持
FTNT
FORTINET INC
-$62.0K
17,469
+21%
增持
CSGP
COSTAR GROUP INC
-$61.8K
15,830
+10%
增持
XYL
XYLEM INC
-$56.3K
4,679
+9%
增持
CPRT
COPART INC
+$50.5K
28,828
+121%
增持
WCN
WASTE CONNECTIONS INC
+$50.2K
5,894
+14%
减持
COST
COSTCO WHSL CORP NEW
+$48.9K
2,145
-1%
增持
WTRG
ESSENTIAL UTILS INC
+$48.3K
9,937
+35%
减持
NKE
NIKE INC
-$41.2K
2,605
-1%
增持
TSCO
TRACTOR SUPPLY CO
-$40.6K
4,599
+4%
增持
SJM
SMUCKER J M CO
-$35.5K
3,520
+11%
减持
GOOG
ALPHABET INC
+$29.5K
3,105
-1%
增持
IDXX
IDEXX LABS INC
+$28.5K
1,764
+19%
减持
—
GARMIN LTD
-$23.4K
2,920
-8%
减持
HD
HOME DEPOT INC
-$13.3K
1,205
-1%
增持
ALGN
ALIGN TECHNOLOGY INC
-$8.1K
1,639
+14%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.7K
1,090
-1%
