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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 92 项
建仓 2
增持 56
减持 31
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
—
ALTAIR ENGR INC
-$121.4M
0
-100%
减持
—
PAYCOR HCM INC
-$99.2M
1,319,976
-81%
减持
DSGX
DESCARTES SYS GROUP INC
-$77.6M
2,779,452
-12%
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
AAON
AAON INC
-$74.9M
1,888,912
-0%
减持
ROAD
CONSTRUCTION PARTNERS INC
-$62.6M
3,454,391
-2%
增持
SPSC
SPS COMM INC
-$62.5M
1,260,182
+1%
增持
WK
WORKIVA INC
-$38.1M
1,179,179
+1%
增持
QTWO
Q2 HLDGS INC
-$37.3M
1,957,893
+2%
增持
KAI
KADANT INC
+$36.0M
221,209
+98%
减持
SSD
SIMPSON MFG INC
-$34.9M
1,131,750
-12%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
-$31.5M
12,439,365
+1%
增持
NOVT
NOVANTA INC
-$31.4M
1,365,252
+1%
增持
NEOG
NEOGEN CORP
-$29.2M
8,540,859
+0%
减持
ESE
ESCO TECHNOLOGIES INC
+$27.0M
1,043,802
-0%
减持
AXON
AXON ENTERPRISE INC
-$27.0M
30,348
-58%
增持
CSW
CSW INDUSTRIALS INC
-$26.6M
603,277
+5%
减持
BL
BLACKLINE INC
-$26.2M
2,110,677
-0%
减持
FSS
FEDERAL SIGNAL CORP
-$26.1M
1,378,475
-0%
减持
HLIO
HELIOS TECHNOLOGIES INC
-$25.4M
1,971,463
-1%
减持
EXPO
EXPONENT INC
-$24.7M
2,776,034
-1%
增持
TRNS
TRANSCAT INC
-$24.4M
957,254
+6%
减持
FSV
FIRSTSERVICE CORP NEW
-$22.7M
1,443,619
-0%
减持
VCEL
VERICEL CORP
-$21.6M
2,061,600
-0%
减持
CWST
CASELLA WASTE SYS INC
-$21.2M
2,879,432
-11%
建仓
PCTY
PAYLOCITY HLDG CORP
+$20.1M
107,323
增持
CXT
CRANE NXT CO
+$19.5M
993,154
+83%
增持
TREX
TREX CO INC
-$19.5M
2,002,468
+2%
减持
LMAT
LEMAITRE VASCULAR INC
-$18.3M
1,641,273
-3%
增持
MSA
MSA SAFETY INC
+$18.1M
790,939
+34%
减持
MMSI
MERIT MED SYS INC
+$18.0M
2,265,173
-1%
增持
VERX
VERTEX INC
-$17.5M
2,947,740
+30%
减持
IT
GARTNER INC
-$14.5M
1,839
-94%
减持
FICO
FAIR ISAAC CORP
-$14.2M
3,862
-64%
减持
RBC
RBC BEARINGS INC
+$13.7M
730,487
-1%
增持
AZTA
AZENTA INC
-$12.5M
1,915,556
+21%
增持
ROL
ROLLINS INC
+$12.2M
1,102,275
+8%
增持
SPXC
SPX TECHNOLOGIES INC
-$11.7M
799,195
+1%
增持
RGEN
REPLIGEN CORP
-$11.7M
980,247
+3%
增持
NCNO
NCINO INC
-$11.1M
2,153,285
+3%
增持
MRCY
MERCURY SYS INC
+$10.2M
2,258,186
+9%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
-$10.1M
1,183,574
+1%
增持
—
STEVANATO GROUP S P A
-$8.9M
8,189,926
+1%
减持
DGII
DIGI INTL INC
-$8.8M
3,575,461
-0%
减持
MLAB
MESA LABS INC
-$7.8M
571,358
-0%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$7.7M
255,970
+7%
增持
HEI/A
HEICO CORP NEW
+$7.6M
232,063
+4%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$7.5M
316,570
+7%
减持
HLMN
HILLMAN SOLUTIONS CORP
-$7.4M
7,386,494
-0%
增持
WSO
WATSCO INC
+$7.1M
105,192
+8%
增持
AGYS
AGILYSYS INC
+$6.1M
731,039
+105%
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$5.9M
72,007
+7%
减持
—
CLEARWATER ANALYTICS HLDGS I
-$5.6M
6,722,552
-0%
增持
ULS
UL SOLUTIONS INC
+$4.8M
710,302
+1%
增持
TYL
TYLER TECHNOLOGIES INC
+$4.3M
95,781
+7%
增持
JKHY
HENRY JACK & ASSOC INC
+$3.9M
201,110
+7%
增持
TECH
BIO-TECHNE CORP
-$3.7M
329,152
+3%
增持
GNRC
GENERAC HLDGS INC
-$3.5M
165,597
+5%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
-$3.1M
957,097
+1%
增持
GGG
GRACO INC
+$2.2M
461,794
+7%
减持
BCPC
BALCHEM CORP
+$2.1M
1,166,395
-1%
增持
SLP
SIMULATIONS PLUS INC
+$1.9M
2,609,388
+17%
增持
LCII
LCI INDS
-$1.6M
177,716
+7%
减持
TKNO
ALPHA TEKNOVA INC
-$1.0M
192,274
-21%
增持
PCOR
PROCORE TECHNOLOGIES INC
-$824.4K
222,962
+7%
减持
—
OLO INC
-$769.2K
265,885
-14%
增持
EVI
EVI INDS INC
+$725.8K
811,660
+3%
减持
PL
PLANET LABS PBC
-$719.4K
377,750
-24%
增持
WDFC
WD 40 CO
+$526.9K
319,803
+0%
减持
PLMR
PALOMAR HLDGS INC
-$281.7K
13,905
-33%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$269.8K
0
-100%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$255.5K
1,544
增持
—
NV5 GLOBAL INC
+$241.3K
73,872
+18%
清仓
NVDA
NVIDIA CORPORATION
-$201.4K
0
-100%
增持
WCN
WASTE CONNECTIONS INC
+$184.0K
6,484
+3%
增持
VRSK
VERISK ANALYTICS INC
+$149.0K
5,475
+2%
增持
CSGP
COSTAR GROUP INC
+$140.6K
15,495
+2%
增持
POOL
POOL CORP
+$110.3K
133,893
+7%
减持
ANSS
ANSYS INC
-$107.2K
2,577
-6%
增持
MSFT
MICROSOFT CORP
-$104.0K
2,712
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$100.4K
1,180
+1%
增持
GOOGL
ALPHABET INC
-$94.6K
2,975
+2%
增持
FAST
FASTENAL CO
+$81.1K
9,285
+5%
增持
BWMN
BOWMAN CONSULTING GROUP LTD
+$66.8K
56,630
+21%
增持
MAMA
MAMAS CREATIONS INC
-$49.0K
229,140
+18%
增持
NABL
N-ABLE INC
-$45.3K
135,430
+26%
增持
IDXX
IDEXX LABS INC
+$40.0K
1,694
+4%
减持
PHR
PHREESIA INC
+$28.7K
77,455
-0%
增持
ONT
MONTROSE ENVIRONMENTAL GROUP
+$26.5K
70,225
+34%
增持
SPGI
S&P GLOBAL INC
+$25.0K
1,496
+1%
增持
HD
HOME DEPOT INC
+$18.4K
650
+15%
减持
UTI
UNIVERSAL TECHNICAL INST INC
-$4.9K
84,920
-0%
增持
INTU
INTUIT
-$1.9K
780
+2%