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WASATCH ADVISORS LP: OLLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WASATCH ADVISORS LP on OLLI, newest first. How the timeline and the estimate are built.

WASATCH ADVISORS LP held 4,362,067 OLLI shares at 2026-06-30 per its 13F-HR filed 2026-07-10, and reported 5,135,660 shares, 8.6%, in a 13G/A filed 2026-10-09.

Estimated current stake: 5,135,660 shares, 8.6% of the class

Estimated from 13G/A of 2026-10-09. As of 2026-09-30, 13G/A 0000814133-26-000125.

Shares are the reporting group's aggregate and may include entities that do not file a 13F.

Percent of portfolio stays on the 13F for 2026-06-30.

  1. event date2026-09-30
    13G/A 5,135,660 shares
    Share basis changed not comparable

    8.6% of the class. Different basis (group aggregate from 13G/A).

    13G/A 0000814133-26-000125 filed by WASATCH ADVISORS LP
    Accepted , ingested

    A 13D/G states the aggregate of its reporting persons, which may include entities that do not file a 13F.

  2. period ended2026-06-30
    13F 4,362,067 shares
    Change vs previous 13F +1,371,744 shares

    2.19% of the 13F portfolio, value $335,355,711.

    13F-HR 0000814133-26-000075 filed by WASATCH ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,990,323 shares
    Change vs previous 13F -174,369 shares

    1.83% of the 13F portfolio, value $275,229,329.

    13F-HR 0000814133-26-000038 filed by WASATCH ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,164,692 shares
    Change vs previous 13F -524,346 shares

    2.06% of the 13F portfolio, value $346,881,890.

    13F-HR 0000814133-26-000027 filed by WASATCH ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,689,038 shares
    Change vs previous 13F -373,109 shares

    2.55% of the 13F portfolio, value $473,672,479.

    13F-HR 0000814133-25-000124 filed by WASATCH ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,062,147 shares
    Change vs previous 13F +49,603 shares

    2.8% of the 13F portfolio, value $535,309,732.

    13F-HR 0000814133-25-000074 filed by WASATCH ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 4,012,544 shares
    Change vs previous 13F +88,949 shares

    2.6% of the 13F portfolio, value $466,899,620.

    13F-HR 0000814133-25-000058 filed by WASATCH ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,923,595 shares
    Change vs previous 13F -82,211 shares

    2.13% of the 13F portfolio, value $430,536,079.

    13F-HR 0000814133-25-000029 filed by WASATCH ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  9. period ended2024-09-30
    13F 4,005,806 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $389,364,343.

    13F-HR 0000814133-24-000115 filed by WASATCH ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).