CIK: 0001163744
申报总市值
US$50.1亿
申报季度: 2026-03-31 · 持股只数: 114
Conestoga Capital Advisors, LLC在最新一期 13F 报告中披露了 114 项持股，申报期为 2026-03-31，总持股市值约为 US$50.1亿，季度换手率为 28.3%。
Conestoga Capital Advisors, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.025——换算下来相当于约 40 个等权重仓位，明显低于其实际披露的 114 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.36），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 0%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 CWAN
-89.6% -US$1.3亿
加仓 LMAT
+3.6% US$4565.7万
加仓 BCPC
+3.9% US$2735.7万
减仓 CCC
-58.2% -US$6817.8万
减仓 SPSC
-98.7% -US$5683.3万
加仓 UTI
+1366.0% US$4434.3万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RBC | RBC Bearings INC | 股票-工业 | 4.66% | +0.25% | -26.54% | |
| 2 | CWST | Casella Waste Systems Inc-a | 股票-工业 | 4.44% | -0.14% | +0.98% | |
| 3 | BCPC | Balchem CORP | 股票-原材料 | 4.23% | +1.12% | +3.89% | |
| 4 | FSV | Firstservice CORP | 股票-其他 | 3.90% | +0.83% | +19.88% | |
| 5 | ROAD | Construction Partners Inc-a | 股票-工业 | 3.67% | -0.03% | -18.32% | |
| 6 | NOVT | Novanta INC | 股票-其他 | 3.42% | — | -0.58% | |
| 7 | LMAT | Lemaitre Vascular INC | 股票-其他 | 3.22% | +1.28% | +3.64% | |
| 8 | ESE | Esco Technologies INC | 股票-科技 | 3.04% | — | -30.15% | |
| 9 | DSGX | Descartes Systems Grp/the | 股票-科技 | 3.02% | -0.68% | -15.84% | |
| 10 | CSW | Csw Industrials INC | 股票-工业 | 3.01% | -0.12% | -8.66% | |
| 11 | MMSI | Merit Medical Systems INC | 股票-医疗保健 | 2.98% | -0.11% | +3.88% | |
| 12 | SITE | Siteone Landscape Supply INC | 股票-工业 | 2.94% | +0.69% | +2.95% | |
| 13 | DGII | Digi International INC | 股票-其他 | 2.89% | +0.74% | +1.66% | |
| 14 | MRCY | Mercury Systems INC | 股票-工业 | 2.79% | +0.12% | -11.78% | |
| 15 | SPXC | Spx Technologies INC | 股票-工业 | 2.63% | +0.08% | -13.30% | |
| 16 | RGEN | Repligen CORP | 股票-医疗保健 | 2.58% | -0.34% | +3.76% | |
| 17 | EXPO | Exponent INC | 股票-工业 | 2.48% | -0.32% | -20.31% | |
| 18 | STVN | Stevanato Group S.p.A. | 股票-其他 | 2.33% | -0.34% | +7.63% | |
| 19 | MSA | Msa Safety INC | 股票-工业 | 2.18% | +0.16% | -11.50% | |
| 20 | BFAM | Bright Horizons Family Solut | 股票-周期性消费 | 2.12% | +0.24% | +17.47% | |
| 21 | AAON | Aaon INC | 股票-工业 | 2.10% | -0.18% | -28.48% | |
| 22 | SSD | Simpson Manufacturing Co INC | 股票-原材料 | 2.07% | -0.24% | -28.74% | |
| 23 | FSS | Federal Signal CORP | 股票-工业 | 1.86% | +0.03% | -13.92% | |
| 24 | ULS | Ul Solutions INC - Class A | 股票-工业 | 1.80% | +0.41% | +0.29% | |
| 25 | HLIO | Helios Technologies INC | 股票-其他 | 1.71% | — | -14.62% | |
| 26 | QTWO | Q2 Holdings INC | 股票-科技 | 1.68% | -0.56% | -3.51% | |
| 27 | VCEL | Vericel CORP | 股票-其他 | 1.58% | — | +9.26% | |
| 28 | ROL | Rollins INC | 股票-周期性消费 | 1.26% | +0.12% | +4.21% | |
| 29 | BL | Blackline INC | 股票-科技 | 1.25% | -0.47% | -8.84% | |
| 30 | KAI | Kadant INC | 股票-其他 | 1.23% | — | -2.89% | |
| 31 | AZTA | Azenta INC | 股票-其他 | 1.20% | +0.46% | +116.09% | |
| 32 | AGYS | Agilysys INC | 股票-其他 | 0.97% | -0.23% | +14.31% | |
| 33 | UTI | Universal Technical Institut | 股票-其他 | 0.93% | +0.89% | +1365.99% | |
| 34 | GGG | Graco INC | 股票-工业 | 0.91% | — | +1.75% | |
| 35 | WK | Workiva INC | 股票-科技 | 0.90% | -0.67% | -30.34% | |
| 36 | WSO | Watsco INC | 股票-工业 | 0.89% | +0.23% | +5.48% | |
| 37 | AORT | Artivion INC | 股票-其他 | 0.86% | +0.86% | NEW | |
| 38 | GWRE | Guidewire Software INC | 股票-科技 | 0.82% | -0.06% | +5.87% | |
| 39 | KRMN | Karman Holdings INC | 股票-工业 | 0.82% | — | -4.18% | |
| 40 | NCNO | Ncino INC | 股票-其他 | 0.81% | -0.41% | -4.78% | |
| 41 | TYL | Tyler Technologies INC | 股票-科技 | 0.79% | -0.03% | +6.92% | |
| 42 | HEI-A | Heico Corp-class A | 股票-其他 | 0.78% | -0.02% | -1.47% | |
| 43 | JKHY | Jack Henry & Associates INC | 股票-科技 | 0.78% | — | +5.13% | |
| 44 | WDFC | Wd-40 Co | 股票-原材料 | 0.77% | -0.21% | -35.93% | |
| 45 | TRNS | Transcat INC | 股票-其他 | 0.75% | -0.15% | -45.68% | |
| 46 | MIR | Mirion Technologies INC | 股票-工业 | 0.68% | -0.08% | -5.56% | |
| 47 | WST | West Pharmaceutical Services | 股票-医疗保健 | 0.66% | — | +6.66% | |
| 48 | CCC | Ccc Intelligent Solutions Ho | 股票-科技 | 0.63% | -1.05% | -58.18% | |
| 49 | POOL | Pool CORP | 股票-工业 | 0.62% | — | +5.47% | |
| 50 | LCII | Lci Industries | 股票-周期性消费 | 0.50% | — | +4.81% |
Q3 2026表现
+3%
近4个季度表现
+0.7%
基于可获取价格的持仓（占申报价值的68%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 114 | US$50.1亿 | 28 | |
| 2025-12-31 | 121 | US$59.4亿 | 17 | |
| 2025-09-30 | 122 | US$62.3亿 | 24 | |
| 2025-06-30 | 122 | US$67.7亿 | 0 | |
| 2025-03-31 | 123 | US$66.3亿 | 100 | |
| 2024-12-31 | 124 | US$75.5亿 | 0 | |
| 2024-09-30 | 121 | US$73.7亿 | 0 | |
| 2024-06-30 | 130 | US$66.7亿 | 0 | |
| 2024-03-31 | 131 | US$69.2亿 | 0 | |
| 2023-12-31 | 131 | US$66.6亿 | 0 | |
| 2023-09-30 | 128 | US$58.2亿 | 0 | |
| 2023-06-30 | 126 | US$63.0亿 | 0 | |
| 2023-03-31 | 129 | US$59.7亿 | 0 | |
| 2022-12-31 | 132 | US$53.4亿 | 0 | |
| 2022-09-30 | 135 | US$51.1亿 | 0 | |
| 2022-06-30 | 139 | US$55.0亿 | 0 | |
| 2022-03-31 | 139 | US$66.3亿 | 0 | |
| 2021-12-31 | 144 | US$76.9亿 | 0 | |
| 2021-09-30 | 145 | US$72.3亿 | 0 | |
| 2021-06-30 | 144 | US$69.2亿 | 98 | |
| 2021-03-31 | 141 | US$66.4亿 | 14 | |
| 2020-12-31 | 145 | US$62.7亿 | 27 | |
| 2020-09-30 | 143 | US$49.6亿 | 16 | |
| 2020-06-30 | 146 | US$45.9亿 | 34 | |
| 2020-03-31 | 140 | US$34.2亿 | 29 | |
| 2019-12-31 | 145 | US$41.5亿 | 12 | |
| 2019-09-30 | 141 | US$39.1亿 | 24 | |
| 2019-06-30 | 143 | US$40.0亿 | 26 | |
| 2019-03-31 | 144 | US$35.9亿 | 21 | |
| 2018-12-31 | 126 | US$31.4亿 | 32 | |
| 2018-09-30 | 124 | US$39.2亿 | 24 | |
| 2018-06-30 | 124 | US$31.1亿 | 21 | |
| 2018-03-31 | 120 | US$26.1亿 | 10 | |
| 2017-12-31 | 123 | US$26.0亿 | 20 | |
| 2017-09-30 | 116 | US$22.6亿 | 26 | |
| 2017-06-30 | 115 | US$19.2亿 | 17 | |
| 2017-03-31 | 113 | US$16.5亿 | 21 | |
| 2016-12-31 | 117 | US$15.0亿 | 20 | |
| 2016-09-30 | 114 | US$14.6亿 | 15 | |
| 2016-06-30 | 116 | US$13.5亿 | 21 | |
| 2016-03-31 | 113 | US$14.8亿 | 26 | |
| 2015-12-31 | 114 | US$12.4亿 | 16 | |
| 2015-09-30 | 109 | US$12.5亿 | 21 | |
| 2015-06-30 | 116 | US$14.4亿 | 13 | |
| 2015-03-31 | 117 | US$14.6亿 | 16 | |
| 2014-12-31 | 118 | US$14.4亿 | 19 | |
| 2014-09-30 | 115 | US$13.7亿 | 17 | |
| 2014-06-30 | 131 | US$14.9亿 | 20 | |
| 2014-03-31 | 135 | US$15.8亿 | 20 | |
| 2013-12-31 | 138 | US$14.9亿 | 27 | |
| 2013-09-30 | 131 | US$11.7亿 | 27 | |
| 2013-06-30 | 126 | US$9.7亿 | 21 |
Conestoga Capital Advisors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Vertex INC - Class A (VERX); 新建仓: Artivion INC (AORT); 新建仓: Legence Corp-cl A (LGN); 清仓: Paylocity Holding CORP (PCTY); 新建仓: Enpro INC (NPO).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LMAT | Lemaitre Vascular INC | +1.3% | +3.64% | 加仓 |
| 2 | BCPC | Balchem CORP | +1.1% | +3.89% | 加仓 |
| 3 | UTI | Universal Technical Institut | +0.9% | +1365.99% | 加仓 |
| 4 | FSV | Firstservice CORP | +0.8% | +19.88% | 加仓 |
| 5 | DGII | Digi International INC | +0.7% | +1.66% | 加仓 |
| 6 | SITE | Siteone Landscape Supply INC | +0.7% | +2.95% | 加仓 |
| 7 | AZTA | Azenta INC | +0.5% | +116.09% | 加仓 |
| 8 | ULS | Ul Solutions INC - Class A | +0.4% | +0.29% | 加仓 |
| 9 | RBC | RBC Bearings INC | +0.3% | -26.54% | 减仓 |
| 10 | BFAM | Bright Horizons Family Solut | +0.2% | +17.47% | 加仓 |
| 11 | WSO | Watsco INC | +0.2% | +5.48% | 加仓 |
| 12 | MSA | Msa Safety INC | +0.2% | -11.50% | 减仓 |
| 13 | MRCY | Mercury Systems INC | +0.1% | -11.78% | 减仓 |
| 14 | ROL | Rollins INC | +0.1% | +4.21% | 加仓 |
| 15 | SPXC | Spx Technologies INC | +0.1% | -13.30% | 减仓 |
| 16 | FSS | Federal Signal CORP | 0% | -13.92% | 减仓 |
| 17 | PCOR | Procore Technologies INC | 0% | +5.73% | 加仓 |
| 18 | HEI-A | Heico Corp-class A | 0% | -1.47% | 减仓 |
| 19 | ROAD | Construction Partners Inc-a | 0% | -18.32% | 减仓 |
| 20 | TYL | Tyler Technologies INC | 0% | +6.92% | 加仓 |
| 21 | GWRE | Guidewire Software INC | -0.1% | +5.87% | 加仓 |
| 22 | EVI | Evi Industries INC | -0.1% | -19.56% | 减仓 |
| 23 | MIR | Mirion Technologies INC | -0.1% | -5.56% | 减仓 |
| 24 | MMSI | Merit Medical Systems INC | -0.1% | +3.88% | 加仓 |
| 25 | CSW | Csw Industrials INC | -0.1% | -8.66% | 减仓 |
| 26 | CWST | Casella Waste Systems Inc-a | -0.1% | +0.98% | 加仓 |
| 27 | TRNS | Transcat INC | -0.2% | -45.68% | 减仓 |
| 28 | AAON | Aaon INC | -0.2% | -28.48% | 减仓 |
| 29 | WDFC | Wd-40 Co | -0.2% | -35.93% | 减仓 |
| 30 | AGYS | Agilysys INC | -0.2% | +14.31% | 加仓 |
| 31 | SSD | Simpson Manufacturing Co INC | -0.2% | -28.74% | 减仓 |
| 32 | EXPO | Exponent INC | -0.3% | -20.31% | 减仓 |
| 33 | RGEN | Repligen CORP | -0.3% | +3.76% | 加仓 |
| 34 | STVN | Stevanato Group S.p.A. | -0.3% | +7.63% | 加仓 |
| 35 | NCNO | Ncino INC | -0.4% | -4.78% | 减仓 |
| 36 | BL | Blackline INC | -0.5% | -8.84% | 减仓 |
| 37 | CXT | Crane Nxt Co | -0.5% | -62.85% | 减仓 |
| 38 | QTWO | Q2 Holdings INC | -0.6% | -3.51% | 减仓 |
| 39 | WK | Workiva INC | -0.7% | -30.34% | 减仓 |
| 40 | DSGX | Descartes Systems Grp/the | -0.7% | -15.84% | 减仓 |
| 41 | HLMN | Hillman Solutions CORP | -0.8% | -95.68% | 减仓 |
| 42 | SPSC | Sps Commerce INC | -1% | -98.71% | 减仓 |
| 43 | CCC | Ccc Intelligent Solutions Ho | -1.1% | -58.18% | 减仓 |
| 44 | CWAN | Clearwater Analytics Holdings, Inc. | -2.2% | -89.61% | 减仓 |
| 45 | VERX | Vertex INC - Class A | — | EXIT | 清仓 |
| 46 | AORT | Artivion INC | — | NEW | 新建仓 |
| 47 | LGN | Legence Corp-cl A | — | NEW | 新建仓 |
| 48 | PCTY | Paylocity Holding CORP | — | EXIT | 清仓 |
| 49 | NPO | Enpro INC | — | NEW | 新建仓 |
| 50 | CACI | Caci International INC -cl A | — | NEW | 新建仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-24 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-02 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-24 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-30 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-17 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-24 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-10-28 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-07-26 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-26 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-01-26 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-10-30 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-07-28 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-04-24 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-01 | 13F-HR | 在 EDGAR 上查看 |
| 2022-09-30 | 2022-10-24 | 13F-HR | 在 EDGAR 上查看 |
| 2022-06-30 | 2022-07-22 | 13F-HR | 在 EDGAR 上查看 |
| 2022-03-31 | 2022-04-25 | 13F-HR | 在 EDGAR 上查看 |
| 2021-12-31 | 2022-01-21 | 13F-HR | 在 EDGAR 上查看 |
| 2021-09-30 | 2021-10-22 | 13F-HR | 在 EDGAR 上查看 |
| 2021-06-30 | 2021-07-27 | 13F-HR | 在 EDGAR 上查看 |
| 2021-03-31 | 2021-04-23 | 13F-HR | 在 EDGAR 上查看 |
| 2020-12-31 | 2021-01-26 | 13F-HR | 在 EDGAR 上查看 |
| 2020-09-30 | 2020-10-23 | 13F-HR | 在 EDGAR 上查看 |
| 2020-06-30 | 2020-08-03 | 13F-HR | 在 EDGAR 上查看 |
| 2020-03-31 | 2020-04-17 | 13F-HR | 在 EDGAR 上查看 |
| 2019-12-31 | 2020-01-24 | 13F-HR | 在 EDGAR 上查看 |
| 2019-09-30 | 2019-10-25 | 13F-HR | 在 EDGAR 上查看 |
| 2019-06-30 | 2019-08-02 | 13F-HR | 在 EDGAR 上查看 |
| 2019-03-31 | 2019-04-18 | 13F-HR | 在 EDGAR 上查看 |
| 2018-12-31 | 2019-01-28 | 13F-HR | 在 EDGAR 上查看 |
| 2018-09-30 | 2018-10-25 | 13F-HR | 在 EDGAR 上查看 |
| 2018-06-30 | 2018-07-20 | 13F-HR | 在 EDGAR 上查看 |
| 2018-03-31 | 2018-04-24 | 13F-HR | 在 EDGAR 上查看 |
| 2017-12-31 | 2018-01-22 | 13F-HR | 在 EDGAR 上查看 |
| 2017-09-30 | 2017-10-20 | 13F-HR | 在 EDGAR 上查看 |
| 2017-06-30 | 2017-07-21 | 13F-HR | 在 EDGAR 上查看 |
| 2017-03-31 | 2017-04-19 | 13F-HR | 在 EDGAR 上查看 |
| 2016-12-31 | 2017-01-11 | 13F-HR | 在 EDGAR 上查看 |
| 2016-09-30 | 2016-10-11 | 13F-HR | 在 EDGAR 上查看 |
| 2016-06-30 | 2016-07-22 | 13F-HR | 在 EDGAR 上查看 |
| 2016-03-31 | 2016-04-08 | 13F-HR | 在 EDGAR 上查看 |
| 2015-12-31 | 2016-01-14 | 13F-HR | 在 EDGAR 上查看 |
| 2015-09-30 | 2015-10-16 | 13F-HR | 在 EDGAR 上查看 |
| 2015-06-30 | 2015-07-09 | 13F-HR | 在 EDGAR 上查看 |
| 2015-03-31 | 2015-04-28 | 13F-HR | 在 EDGAR 上查看 |
| 2014-12-31 | 2015-01-12 | 13F-HR | 在 EDGAR 上查看 |
| 2014-09-30 | 2014-11-07 | 13F-HR | 在 EDGAR 上查看 |
| 2014-06-30 | 2014-11-07 | 修正案 | 在 EDGAR 上查看 |
| 2014-06-30 | 2014-07-08 | 13F-HR | 在 EDGAR 上查看 |
| 2014-03-31 | 2014-11-07 | 修正案 | 在 EDGAR 上查看 |
| 2014-03-31 | 2014-04-23 | 13F-HR | 在 EDGAR 上查看 |
| 2013-12-31 | 2014-11-07 | 修正案 | 在 EDGAR 上查看 |
| 2013-12-31 | 2014-01-22 | 13F-HR | 在 EDGAR 上查看 |
| 2013-09-30 | 2014-11-07 | 修正案 | 在 EDGAR 上查看 |
| 2013-09-30 | 2013-10-23 | 13F-HR | 在 EDGAR 上查看 |
| 2013-06-30 | 2014-11-07 | 修正案 | 在 EDGAR 上查看 |
| 2013-06-30 | 2013-07-29 | 13F-HR | 在 EDGAR 上查看 |
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