Conestoga Capital Advisors, LLC AZTA — BROOKS AUTOMATION INC NEW

Ownership history in Conestoga Capital Advisors, LLC  ·  20 quarters on record

AI Ownership Summary

Conestoga Capital Advisors, LLC reported BROOKS AUTOMATION INC NEW (AZTA) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.26% in 2023 Q4. The latest visible filing shows AZTA at 1.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AZTA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Conestoga Capital Advisors, LLC's position in BROOKS AUTOMATION INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AZTA was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AZTA stock page Conestoga Capital Advisors, LLC fund profile Conestoga Capital Advisors, LLC full holdings
How Conestoga Capital Advisors, LLC held AZTA — position size vs. price
% of Fund (quarterly)    AZTA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,844,546 +1,528,145 +116.1% 1.20% $60.1M 2026-04-24 $25.91
2025 Q4 REDUCED 10.3% -36.5% ✅ 1,316,401 -151,595 -10.3% 0.74% $43.8M 2026-02-02 $37.53
2025 Q3 REDUCED 23.5% +20.8% ❌ 1,467,996 -450,370 -23.5% 0.68% $42.2M 2025-10-24 $32.28
2025 Q2 ADDED — — — 1,918,366 +2,810 +0.1% 0.87% $59.0M 2025-07-30 $33.42
2025 Q1 ADDED — — — 1,915,556 +337,675 +21.4% 1.00% $66.4M 2025-04-17 $25.25
2024 Q4 ADDED — — — 1,577,881 +621,830 +65.0% 1.05% $78.9M 2025-01-24 $54.16
2024 Q3 REDUCED 25.5% +3.1% ❌ 956,051 -327,188 -25.5% 0.63% $46.3M 2024-10-28 $41.91
2024 Q2 REDUCED — — — 1,283,239 -185 -0.0% 1.01% $67.5M 2024-07-26 $60.22
2024 Q1 REDUCED — — — 1,283,424 -7,860 -0.6% 1.12% $77.4M 2024-04-26 $52.18
2023 Q4 ADDED — — — 1,291,284 +152,090 +13.4% 1.26% $84.1M 2024-01-26 $65.50
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AZTA

As of 2026 Q1 — sorted by position size

Politan Capital Management LP 3Y 9.92% SCOPIA CAPITAL MANAGEMENT LP 3Y 7Y 3.43% Front Street Capital Management, Inc. 3Y 7Y 2.49% Meros Investment Management, LP 3Y 2.25% AMERICAN CAPITAL MANAGEMENT INC 3Y 7Y 1.47% Lion Point Capital, LP 3Y 7Y 1.22% Rock Springs Capital Management LP 3Y 7Y 0.71% Park West Asset Management LLC 3Y 7Y 0.59% PALISADE CAPITAL MANAGEMENT, LP 3Y 7Y 0.46% JOHN G ULLMAN & ASSOCIATES INC 3Y 7Y 0.31%

FAQ About Conestoga Capital Advisors, LLC and AZTA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Conestoga Capital Advisors, LLC reported owning AZTA?

Conestoga Capital Advisors, LLC reported AZTA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AZTA position in Conestoga Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for AZTA was 1.26% in 2023 Q4.

What is the latest reported AZTA position on this page?

The most recent filing on this page is 2026 Q1, when Conestoga Capital Advisors, LLC reported 2,844,546 shares, equal to 1.20% of portfolio, with an estimated market value of $60.1M.

What does the chart on this AZTA ownership page compare?

The chart compares Conestoga Capital Advisors, LLC's quarterly AZTA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Conestoga Capital Advisors, LLC time their AZTA position?

Based on 13F filing dates vs. subsequent AZTA price moves, Conestoga Capital Advisors, LLC correctly timed 8 out of 19 reported position changes (42%). The annualised alpha on AZTA relative to SPY over the holding period was +12.2%.

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