WASATCH ADVISORS LP ESQ — Esquire Financial Holdings Inc

Ownership history in WASATCH ADVISORS LP  ·  36 quarters on record

AI Ownership Summary

WASATCH ADVISORS LP reported Esquire Financial Holdings Inc (ESQ) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.25% in 2026 Q1. The latest visible filing shows ESQ at 0.25% 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 ESQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WASATCH ADVISORS LP's position in Esquire Financial Holdings Inc, 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

ESQ was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2026 Q1

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.

ESQ stock page WASATCH ADVISORS LP fund profile WASATCH ADVISORS LP full holdings
How WASATCH ADVISORS LP held ESQ — position size vs. price
% of Fund (quarterly)    ESQ 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 REDUCED — — — 344,046 -16,534 -4.6% 0.25% $37.0M 2026-04-21 $111.51
2025 Q4 REDUCED — — — 360,580 -7,484 -2.0% 0.22% $36.8M 2026-02-12 $106.26
2025 Q3 ADDED — — — 368,064 +1,878 +0.5% 0.20% $37.6M 2025-11-14 $97.69
2025 Q2 REDUCED 12.5% +7.7% ❌ 366,186 -52,077 -12.5% 0.18% $34.7M 2025-08-14 $96.96
2025 Q1 REDUCED 9.6% +25.8% ❌ 418,263 -44,338 -9.6% 0.18% $31.5M 2025-05-15 $90.76
2024 Q4 REDUCED 18.3% -5.0% ✅ 462,601 -103,400 -18.3% 0.18% $36.8M 2025-02-13 $84.51
2024 Q3 ADDED — — — 566,001 +4,426 +0.8% 0.18% $36.9M 2024-11-14 $71.83
2024 Q2 REDUCED — — — 561,575 -1,644 -0.3% 0.14% $26.7M 2024-08-14 $54.64
2024 Q1 REDUCED — — — 563,219 -22,518 -3.8% 0.14% $26.7M 2024-04-18 $44.24
2023 Q4 REDUCED 15.9% -4.2% ✅ 585,737 -111,043 -15.9% 0.16% $29.3M 2024-02-14 $48.52
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ESQ

As of 2026 Q1 — sorted by position size

Ampfield Management, L.P. 3Y 31.03% Rosenthal | Henry Capital Advisors, Inc. 3Y 7Y 4.0% Cox Capital Mgt LLC 3Y 7Y 1.94% Piscataqua Savings Bank 3Y 0.12% Next Level Private LLC 3Y 0.06% Vise Technologies, Inc. 3Y 0.01% Diversified Trust Co 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Retirement Wealth Solutions LLC 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0%

FAQ About WASATCH ADVISORS LP and ESQ

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

How long has WASATCH ADVISORS LP reported owning ESQ?

WASATCH ADVISORS LP reported ESQ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ESQ position in WASATCH ADVISORS LP's portfolio?

The largest reported portfolio weight for ESQ was 0.25% in 2026 Q1.

What is the latest reported ESQ position on this page?

The most recent filing on this page is 2026 Q1, when WASATCH ADVISORS LP reported 344,046 shares, equal to 0.25% of portfolio, with an estimated market value of $37.0M.

What does the chart on this ESQ ownership page compare?

The chart compares WASATCH ADVISORS LP's quarterly ESQ 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 WASATCH ADVISORS LP time their ESQ position?

Based on 13F filing dates vs. subsequent ESQ price moves, WASATCH ADVISORS LP correctly timed 18 out of 35 reported position changes (51%). The annualised alpha on ESQ relative to SPY over the holding period was +12.3%.

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