13F 机构持仓

Conestoga Capital Advisors, LLC

WAYNE PA · SEC CIK 0001163744

2026Q22026Q1 更早 9 个季度 🔒
$50.08亿2026Q1 申报市值
114持仓数
36.6%前十大占比 · 第一大 4.7%
5 / 11新建仓 / 清仓
申报市值走势$45.97亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

RBC 4.7%
CWST 4.4%
BCPC 4.2%
FSV 3.9%
ROAD 3.7%
NOVT 3.4%
LMAT 3.2%
ESE 3.0%
DSGX 3.0%
CSW 3.0%

2026Q1 买入最多 按季末市值估算

UTI 加仓+$4,346.39万
AORT 新建仓+$4,304.35万
FSV 加仓+$3,237.90万
AZTA 加仓+$3,228.97万
LGN 新建仓+$2,347.95万

2026Q1 卖出最多 按季末市值估算

CLEARWATER ANALY 减仓-$1.29亿
RBC 减仓-$8,423.85万
ESE 减仓-$6,578.85万
VERX 清仓-$5,005.79万
HLMN 减仓-$4,549.15万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
VERX VERTEX INC $00.00%0 -2,506,653-100.0% -$5,005.79万 清仓
PCTY PAYLOCITY HLDG CORP $00.00%0 -141,220-100.0% -$2,153.61万 清仓
PHR PHREESIA INC $00.00%0 -111,270-100.0% -$188.27万 清仓
IIIV I3 VERTICALS INC $00.00%0 -72,902-100.0% -$183.64万 清仓
TIC TIC SOLUTIONS INC $00.00%0 -108,821-100.0% -$110.02万 清仓
— SOUNDTHINKING INC $00.00%0 -53,738-100.0% -$43.15万 清仓
IT GARTNER INC $00.00%0 -1,248-100.0% -$31.48万 清仓
FICO FAIR ISAAC CORP $00.00%0 -178-100.0% -$30.09万 清仓
NET CLOUDFLARE INC $00.00%0 -1,160-100.0% -$22.87万 清仓
AXON AXON ENTERPRISE INC $00.00%0 —— — 申报中断
BSY BENTLEY SYS INC $00.00%0 -5,375-100.0% -$20.51万 清仓
ODFL OLD DOMINION FREIGHT LINE IN $00.00%0 -1,300-100.0% -$20.38万 清仓
PGX INVESCO EXCH TRADED FD TR II $12.35万0.00%11,350 00.0% — 不变
HD HOME DEPOT INC $21.38万0.00%650 00.0% — 不变
VEEV VEEVA SYS INC $21.82万0.00%1,242 -840-40.3% -$14.76万 减仓
DHR DANAHER CORP DEL $22.18万0.00%1,170 00.0% — 不变
STE STERIS PLC $22.64万0.00%1,024 -695-40.4% -$15.37万 减仓
ITW ILLINOIS TOOL WKS INC $23.69万0.00%910 00.0% — 不变
GNRC GENERAC HLDGS INC $25.49万0.01%1,305 -900-40.8% -$17.58万 减仓
CPRT COPART INC $25.56万0.01%7,698 -5,245-40.5% -$17.41万 减仓
NVDA NVIDIA CORPORATION $26.68万0.01%1,530 00.0% — 不变
FTNT FORTINET INC $26.75万0.01%3,273 -1,745-34.8% -$14.26万 减仓
MKL MARKEL GROUP INC $27.75万0.01%145 00.0% — 不变
TSCO TRACTOR SUPPLY CO $28.88万0.01%6,375 -3,145-33.0% -$14.25万 减仓
ROP ROPER TECHNOLOGIES INC $31.21万0.01%882 -410-31.7% -$14.51万 减仓
CSGP COSTAR GROUP INC $31.70万0.01%7,859 -4,418-36.0% -$17.82万 减仓
— EXXON MOBIL CORP $31.96万0.01%1,884 00.0% — 不变
XYL XYLEM INC $32.47万0.01%2,717 -990-26.7% -$11.83万 减仓
AAPL APPLE INC $33.88万0.01%1,335 00.0% — 不变
INTU INTUIT $34.37万0.01%795 00.0% — 不变
IDXX IDEXX LABS INC $44.39万0.01%790 -415-34.4% -$23.32万 减仓
JNJ JOHNSON & JOHNSON $45.47万0.01%1,860 00.0% — 不变
SPSC SPS COMM INC $46.04万0.01%8,270 -634,534-98.7% -$3,532.45万 减仓
MA MASTERCARD INCORPORATED $49.72万0.01%995 00.0% — 不变
WCN WASTE CONNECTIONS INC $50.39万0.01%3,102 -1,580-33.7% -$25.67万 减仓
PL PLANET LABS PBC $52.40万0.01%18,747 -64,238-77.4% -$179.55万 减仓
LIN LINDE PLC $52.80万0.01%1,065 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $58.22万0.01%1,215 00.0% — 不变
GOOG ALPHABET INC $62.11万0.01%2,165 00.0% — 不变
VRSK VERISK ANALYTICS INC $62.92万0.01%3,316 -1,030-23.7% -$19.54万 减仓
SPGI S&P GLOBAL INC $64.69万0.01%1,521 00.0% — 不变
FAST FASTENAL CO $79.07万0.02%17,040 00.0% — 不变
GOOGL ALPHABET INC $84.26万0.02%2,930 00.0% — 不变
MSFT MICROSOFT CORP $87.32万0.02%2,359 00.0% — 不变
— ALPHA TEKNOVA INC $91.64万0.02%317,084 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $93.17万0.02%935 00.0% — 不变
KIDS ORTHOPEDIATRICS CORP $102.42万0.02%64,535 16,32533.9% $25.91万 加仓
USPH U S PHYSICAL THERAPY $114.50万0.02%15,275 00.0% — 不变
NABL N-ABLE INC $118.05万0.02%252,775 00.0% — 不变
ODD ODDITY TECH LTD $130.62万0.03%97,620 67,285221.8% $90.03万 加仓
— TECSYS INC $131.61万0.03%66,835 00.0% — 不变
CYRX CRYOPORT INC $132.37万0.03%159,864 00.0% — 不变
ERII ENERGY RECOVERY INC $134.66万0.03%133,725 00.0% — 不变
COCO VITA COCO CO INC $142.17万0.03%29,675 00.0% — 不变
CLMB CLIMB GLOBAL SOLUTIONS INC $143.40万0.03%72,350 19,69037.4% $39.03万 加仓
GHM GRAHAM CORP $168.42万0.03%21,340 21,340— $168.42万 新建仓
— BIOLIFE SOLUTIONS INC $176.44万0.04%92,472 13,98017.8% $26.67万 加仓
WLDN WILLDAN GROUP INC $181.19万0.04%23,667 3,25515.9% $24.92万 加仓
ONT MONTROSE ENVIRONMENTAL GROUP $182.81万0.04%83,515 12,04016.8% $26.36万 加仓
BWMN BOWMAN CONSULTING GROUP LTD $189.21万0.04%66,530 9,23516.1% $26.26万 加仓
IRMD IRADIMED CORP $204.22万0.04%21,215 00.0% — 不变
HLMN HILLMAN SOLUTIONS CORP $205.28万0.04%246,735 -5,467,728-95.7% -$4,549.15万 减仓
ELVA ELECTROVAYA INC $205.92万0.04%263,320 00.0% — 不变
PLMR PALOMAR HLDGS INC $246.59万0.05%20,635 00.0% — 不变
TWST TWIST BIOSCIENCE CORP $269.84万0.05%56,785 00.0% — 不变
MAMA MAMAS CREATIONS INC $284.86万0.06%185,700 00.0% — 不变
— EVI INDS INC $1,444.46万0.29%701,876 -170,679-19.6% -$351.26万 减仓
CACI CACI INTL INC $1,473.34万0.29%27,090 27,090— $1,473.34万 新建仓
CXT CRANE NXT CO $1,477.06万0.29%363,898 -615,524-62.8% -$2,498.41万 减仓
— CLEARWATER ANALYTICS HLDGS I $1,498.28万0.30%633,523 -5,464,248-89.6% -$1.29亿 减仓
BMI BADGER METER INC $1,868.69万0.37%122,658 -7,735-5.9% -$117.84万 减仓
NPO ENPRO INC $2,013.97万0.40%80,350 80,350— $2,013.97万 新建仓
PCOR PROCORE TECHNOLOGIES INC $2,321.46万0.46%407,273 22,0805.7% $125.86万 加仓
LGN LEGENCE CORP $2,347.95万0.47%415,860 415,860— $2,347.95万 新建仓
TECH BIO-TECHNE CORP $2,359.10万0.47%451,416 96,85527.3% $506.16万 加仓
JBTM JBT MAREL CORPORATION $2,485.98万0.50%194,415 5,8133.1% $74.33万 加仓
LCII LCI INDS $2,511.23万0.50%204,198 9,3654.8% $115.17万 加仓
POOL POOL CORP $3,088.04万0.62%152,624 7,9175.5% $160.18万 加仓
CCC CCC INTELLIGENT SOLUTIONS HL $3,144.30万0.63%5,240,492 -7,290,405-58.2% -$4,374.24万 减仓
WST WEST PHARMACEUTICAL SVSC INC $3,282.63万0.66%130,970 8,1796.7% $205.00万 加仓
MIR MIRION TECHNOLOGIES INC $3,403.86万0.68%1,831,019 -107,830-5.6% -$200.46万 减仓
TRNS TRANSCAT INC $3,764.44万0.75%512,518 -430,919-45.7% -$3,165.10万 减仓
WDFC WD 40 CO $3,878.94万0.77%190,200 -106,647-35.9% -$2,174.96万 减仓
JKHY HENRY JACK & ASSOC INC $3,908.50万0.78%247,311 12,0785.1% $190.88万 加仓
HEI/A HEICO CORP NEW $3,923.91万0.78%185,888 -2,780-1.5% -$58.68万 减仓
TYL TYLER TECHNOLOGIES INC $3,934.22万0.79%114,908 7,4426.9% $254.80万 加仓
NCNO NCINO INC $4,081.08万0.81%2,724,354 -136,670-4.8% -$204.73万 减仓
KRMN KARMAN HLDGS INC $4,102.73万0.82%512,521 -22,376-4.2% -$179.12万 减仓
GWRE GUIDEWIRE SOFTWARE INC $4,110.52万0.82%274,841 15,2435.9% $227.97万 加仓
AORT ARTIVION INC $4,304.35万0.86%1,175,410 1,175,410— $4,304.35万 新建仓
WSO WATSCO INC $4,434.75万0.89%121,904 6,3365.5% $230.50万 加仓
WK WORKIVA INC $4,499.40万0.90%754,553 -328,690-30.3% -$1,959.98万 减仓
GGG GRACO INC $4,576.53万0.91%540,641 9,2861.7% $78.61万 加仓
UTI UNIVERSAL TECHNICAL INST INC $4,664.57万0.93%1,292,125 1,203,9851,366.0% $4,346.39万 加仓
AGYS AGILYSYS INC $4,864.13万0.97%683,741 85,60014.3% $608.96万 加仓
AZTA AZENTA INC $6,010.53万1.20%2,844,546 1,528,145116.1% $3,228.97万 加仓
KAI KADANT INC $6,137.87万1.23%209,949 -6,255-2.9% -$182.87万 减仓
BL BLACKLINE INC $6,236.29万1.25%1,685,484 -163,513-8.8% -$605.00万 减仓
ROL ROLLINS INC $6,291.50万1.26%1,177,963 47,6084.2% $254.27万 加仓
VCEL VERICEL CORP $7,924.47万1.58%2,463,312 208,7509.3% $671.55万 加仓