Arkolith/Funds/Conestoga Capital Advisors, LLC

Conestoga Capital Advisors, LLC

CIK 1163744
Holdings as of Mar 31, 2026·disclosed Apr 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Conestoga Capital Advisors, LLC holds a diversified book of 114 stocks worth $5.0B as of Q1 2026 (disclosed Apr 24, 2026, a ~45-day 13F lag). This quarter they opened Artivion Inc and trimmed RBC Bearings Inc. Their largest long position is RBC Bearings Inc at 5% of the equity book. Cloning the disclosed picks since 2013 would be +195% (+8.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Conestoga Capital Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
34
existing
Trimmed
44
reduced
Sold out
12
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+195.0%
+8.9%/yr · since Oct '13
Their reported book
+208.2%
held from quarter-end
S&P 500
+432.3%
same window
$10K$21K$32K$43K$54KOct '13May '16Nov '18Jun '21Dec '23Jul '26
Conestoga Capital Advisors, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +208.2%, a 13.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Conestoga Capital Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
37%
Top 20 holdings
63%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Industrials
35%
Information Technology
24%
Health Care
17%
Materials
8%
Utilities
4%
Real Estate
4%
Consumer Discretionary
4%
Communication Services
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

114 positions
#SecurityValueShares% PortLast moveHistory
1RBC Bearings Inc
COM
$233.2M429.3K
4.7%
−27%
Reduced · −155K sh
2Casella Waste Sys Inc
CL A
$222.5M2.80M
4.4%
+1.0%
Added · +27K sh
3Balchem Corp
COM
$212.1M1.25M
4.2%
+3.9%
Added · +47K sh
4Firstservice Corp New
COM
$195.3M1.41M
3.9%
+20%
Added · +233K sh
5Construction Partners Inc
COM CL A
$183.8M1.65M
3.7%
−18%
Reduced · −371K sh
6Novanta Inc
COM
$171.2M1.45M
3.4%
−0.6%
Reduced · −8K sh
7Lemaitre Vascular Inc
COM
$161.2M1.48M
3.2%
+3.6%
Added · +52K sh
8Esco Technologies Inc
COM
$152.4M541.8K
3.0%
−30%
Reduced · −234K sh
9Descartes Sys Group Inc
COM
$151.1M2.11M
3.0%
−16%
Reduced · −397K sh
10CSW Industrials Inc
COM
$150.7M578.4K
3.0%
−8.7%
Reduced · −55K sh
11Merit Med Sys Inc
COM
$149.4M2.17M
3.0%
+3.9%
Added · +81K sh
12Siteone Landscape Supply Inc
COM
$147.3M1.11M
2.9%
+2.9%
Added · +32K sh
13Digi Intl Inc
COM
$144.8M3.00M
2.9%
+1.6%
Added · +49K sh
14Mercury Sys Inc
COM
$139.9M1.92M
2.8%
−12%
Reduced · −256K sh
15SPX Technologies Inc
COM
$131.5M657.6K
2.6%
−13%
Reduced · −101K sh
16Repligen Corp
COM
$129.3M1.10M
2.6%
+3.8%
Added · +40K sh
17Exponent Inc
COM
$124.4M1.91M
2.5%
−20%
Reduced · −486K sh
18Stevanato Group S P A
ORD SHS
$116.8M8.49M
2.3%
+7.6%
Added · +602K sh
19Msa Safety Inc
COM
$109.0M664.8K
2.2%
−11%
Reduced · −86K sh
20Bright Horizons Fam Sol In D
COM
$106.2M1.29M
2.1%
+17%
Added · +192K sh
21Aaon Inc
COM PAR $0.004
$105.1M1.27M
2.1%
−28%
Reduced · −506K sh
22Simpson MFG Inc
COM
$103.9M605.3K
2.1%
−29%
Reduced · −244K sh
23Federal Signal Corp
COM
$93.1M860.9K
1.9%
−14%
Reduced · −139K sh
24Ul Solutions Inc
CLASS A COM SHS
$90.0M1.05M
1.8%
+0.3%
Added · +3K sh
25Helios Technologies Inc
COM
$85.8M1.33M
1.7%
−15%
Reduced · −227K sh
26Q2 Hldgs Inc
COM
$84.3M1.78M
1.7%
−3.5%
Reduced · −65K sh
27Vericel Corp
COM
$79.2M2.46M
1.6%
+9.3%
Added · +209K sh
28Rollins Inc
COM
$62.9M1.18M
1.3%
+4.2%
Added · +48K sh
29Blackline Inc
COM
$62.4M1.69M
1.2%
−8.8%
Reduced · −164K sh
30Kadant Inc
COM
$61.4M209.9K
1.2%
−2.9%
Reduced · −6K sh
31Azenta Inc
COM
$60.1M2.84M
1.2%
+116%
Added · +1.5M sh
32Agilysys Inc
COM
$48.6M683.7K
1.0%
+14%
Added · +86K sh
33Universal Technical Inst Inc
COM
$46.6M1.29M
0.9%
15×
Added · +1.2M sh
34Graco Inc
COM
$45.8M540.6K
0.9%
+1.7%
Added · +9K sh
35Workiva Inc
COM CL A
$45.0M754.6K
0.9%
−30%
Reduced · −329K sh
36Watsco Inc
COM
$44.3M121.9K
0.9%
+5.5%
Added · +6K sh
37Artivion Inc
COM
$43.0M1.18M
0.9%
New
New position
38Guidewire Software Inc
COM
$41.1M274.8K
0.8%
+5.9%
Added · +15K sh
39Karman Hldgs Inc
COMMON STOCK
$41.0M512.5K
0.8%
−4.2%
Reduced · −22K sh
40Ncino Inc
COM
$40.8M2.72M
0.8%
−4.8%
Reduced · −137K sh
41Tyler Technologies Inc
COM
$39.3M114.9K
0.8%
+6.9%
Added · +7K sh
42Heico Corp New
CL A
$39.2M185.9K
0.8%
−1.5%
Reduced · −3K sh
43Henry Jack & Assoc Inc
COM
$39.1M247.3K
0.8%
+5.1%
Added · +12K sh
44WD 40 Co
COM
$38.8M190.2K
0.8%
−36%
Reduced · −107K sh
45Transcat Inc
COM
$37.6M512.5K
0.8%
−46%
Reduced · −431K sh
46Mirion Technologies Inc
COM CL A
$34.0M1.83M
0.7%
−5.6%
Reduced · −108K sh
47West Pharmaceutical SVSC Inc
COM
$32.8M131.0K
0.7%
+6.7%
Added · +8K sh
48CCC Intelligent Solutions HL
COM
$31.4M5.24M
0.6%
−58%
Reduced · −7.3M sh
49Pool Corp
COM
$30.9M152.6K
0.6%
+5.5%
Added · +8K sh
50Lci Inds
COM
$25.1M204.2K
0.5%
+4.8%
Added · +9K sh
Showing 50 of 114 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 24, 2026114$5.0B13F-HR
Q4 2025Dec 31, 2025Feb 2, 2026121$5.9B13F-HR
Q3 2025Sep 30, 2025Oct 24, 2025122$6.2B13F-HR
Q2 2025Jun 30, 2025Jul 30, 2025122$6.8B13F-HR
Q1 2025Mar 31, 2025Apr 17, 2025123$6.6B13F-HR
Q4 2024Dec 31, 2024Jan 24, 2025124$7.5B13F-HR
Q3 2024Sep 30, 2024Oct 28, 2024121$7.4B13F-HR
Q2 2024Jun 30, 2024Jul 26, 2024130$6.7B13F-HR
Q1 2024Mar 31, 2024Apr 26, 2024131$6.9B13F-HR
Q4 2023Dec 31, 2023Jan 26, 2024131$6.7B13F-HR
Q3 2023Sep 30, 2023Oct 30, 2023128$5.8B13F-HR
Q2 2023Jun 30, 2023Jul 28, 2023126$6.3B13F-HR
Q1 2023Mar 31, 2023Apr 24, 2023129$6.0B13F-HR
Q4 2022Dec 31, 2022Feb 1, 2023132$5.3B13F-HR
Q3 2022Sep 30, 2022Oct 24, 2022135$5.1B13F-HR
Q2 2022Jun 30, 2022Jul 22, 2022139$5.5B13F-HR
Q1 2022Mar 31, 2022Apr 25, 2022139$6.6B13F-HR
Q4 2021Dec 31, 2021Jan 21, 2022144$7.7B13F-HR
Q3 2021Sep 30, 2021Oct 22, 2021145$7.2B13F-HR
Q2 2021Jun 30, 2021Jul 27, 2021144$6.9B13F-HR
Q1 2021Mar 31, 2021Apr 23, 2021141$6.6B13F-HR
Q4 2020Dec 31, 2020Jan 26, 2021145$6.3B13F-HR
Q3 2020Sep 30, 2020Oct 23, 2020143$5.0B13F-HR
Q2 2020Jun 30, 2020Aug 3, 2020146$4.6B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.