Wasatch's concentrated small-cap growth mandate and new 6.9% position suggest fundamental conviction. Monitor future 13G amendments for stake increases, which would reinforce the bullish thesis. No activist conversion risk given the 13G certification.
Price Chart
Executive Summary
Wasatch Advisors LP disclosed a new 6.9% passive stake in Mesa Laboratories via Schedule 13G, holding 387,129 common shares as of September 30, 2026. This is a new position from a notable small/mid-cap growth fund manager, signaling conviction in the company's industrial instrumentation business. The passive filing indicates no activist intent, but the size of the stake (6.9%) is material for a fund known for concentrated positions.
Key Financial Metrics
Key Facts
- Wasatch Advisors LP filed a new Schedule 13G disclosing beneficial ownership of 387,129 shares of Mesa Laboratories common stock.
- The stake represents 6.9% of shares outstanding as of September 30, 2026.
- Wasatch Advisors is a registered investment adviser (IA) based in Salt Lake City, Utah, with a focus on small and mid-cap growth investing.
- The filing certifies the securities were acquired in the ordinary course of business with no intent to influence control.
- This is a new position — no prior Wasatch 13G filings for MLAB appear in the cross-filing context.
Financial Impact
6.9% passive stake — no direct financial impact on the company's operations or capital structure.
Risk Factors
- Passive filing — no commitment to engage or support management; stake could be reduced without notice.
- Wasatch may trim or exit if the thesis does not play out within its typical 3-5 year holding period.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000814133-26-000124 |
| Document: 0000814133-26-000124-index.html | 0000814133-26-000124 |
| Document: 0000814133-26-000124.txt | 0000814133-26-000124 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 13d ago | 8-K | $127.56 | awaiting T+20 | — | $129.87 (+1.81%) |
Oct 13, 2026 13d ago | Press Release | $127.56 | awaiting T+20 | — | $129.87 (+1.81%) |
Oct 9, 2026 17d ago | SC 13G | $127.51 | awaiting T+20 | — | $129.87 (+1.85%) |
Aug 17, 2026 10w ago | Insider Cluster | $107.64 $127.15 | ▲ +18.13% | ▲ +20.10% | $129.87 (+20.65%) |
Aug 17, 2026 10w ago | Insider Cluster | $107.64 $127.15 | ▲ +18.13% | ▲ +20.10% | $129.87 (+20.65%) |
Aug 17, 2026 10w ago | Insider Cluster | $107.64 $127.15 | ▲ +18.13% | ▲ +20.10% | $129.87 (+20.65%) |
Aug 17, 2026 10w ago | Insider Cluster | $107.64 $127.15 | ▲ +18.13% | ▲ +20.10% | $129.87 (+20.65%) |
Aug 10, 2026 11w ago | 8-K | $111.23 $123.91 | ▲ +11.40% | ▲ +12.46% | $129.87 (+16.76%) |
Aug 10, 2026 11w ago | Press Release | $111.23 $123.91 | ▲ +11.40% | ▲ +12.46% | $129.87 (+16.76%) |
Jul 6, 2026 16w ago | Press Release | $102.56 $100.81 | ▼ −1.71% | ▼ −1.14% | $129.87 (+26.63%) |
US Market Status
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