Private company
Conestoga Capital Advisors, LLC
Limited liability company registered in the United States, active since 2001. Summary from the record
Last updated Oct 21, 2026.
Overview
Corporate structure
Conestoga Capital Advisors, LLC sits at the top of its group. 27 entities, 3 countries on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of Conestoga Capital Advisors, LLC
- Robert Michael Mitchell Owns 25% to 50% of Conestoga Capital Advisors, LLC, since 03/2001 (Form ADV)
- Duane Randall Dorazio Owns 10% to 25% of Conestoga Capital Advisors, LLC, since 01/2007 (Form ADV)
- Joseph Francis Monahan Owns 10% to 25% of Conestoga Capital Advisors, LLC, since 01/2010 (Form ADV)
- Derek Sterling Johnston Owns 5% to 10% of Conestoga Capital Advisors, LLC, since 02/2026 (Form ADV)
- Conestoga Capital Advisors, LLC Philadelphia, Pennsylvania, United States
- Casella Waste Systems Stake · Rutland, Vermont, United States
- Clearwater Analytics Holdings, Inc. Stake · Boise, Idaho
- Construction Partners, Inc. Stake · Dover, Delaware, United States
- Definitive Healthcare Corp. Stake · Framingham, Massachusetts
- Digi International Stake · Hopkins
- DOUGLAS DYNAMICS, INC Stake · Milwaukee, Wisconsin, United States
- EVI INDUSTRIES, INC. Stake · Miami, Florida, United States
- Exponent Stake · Menlo Park, California, United States
- HELIOS TECHNOLOGIES, INC. Stake · Sarasota, Florida, United States
- LEMAITRE VASCULAR INC Stake · Burlington, Massachusetts
- Mercury Systems Stake · Andover, Massachusetts, United States
- MESA LABORATORIES INC /CO/ Stake · Lakewood, Colorado, United States
- Model N Stake · Wilmington, Delaware, United States
- Omega Flex, Inc. Stake · Exton, Pennsylvania, United States
- PROS Stake · Houston, Texas, United States
- Simulations Plus Stake · Sacramento, California, United States
- SPS Commerce Stake · Minneapolis, Minnesota, United States
- Stevanato Group Stake · Italy
- TRANSCAT INC Stake · Columbus, Ohio, United States
- Vericel Stake · Ann Arbor, Michigan, United States
- Vertex, Inc. Stake · King Of Prussia, Pennsylvania
- VOCERA COMMUNICATIONS, INC. Stake · San Jose, California
- CONESTOGA DISCOVERY FUND Fund · Philadelphia, Pennsylvania, United States
- Conestoga Funds Fund · Philadelphia, Pennsylvania, United States
- Conestoga Small Cap Fund Fund · Wilmington, Delaware, United States
- and 1 more
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); stakes of 5% or more it reported on Schedules 13D and 13G (22 companies); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.
Investment adviser
Conestoga Capital Advisors, LLC is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.
- Assets it manages$6.9B3 233 accounts, $6.4B with discretion
- Employees18 9 in investment advice or research
- ClientsInvestment companies: 6 ($3.9B); Pooled investment vehicles (other than investment companies and: 3 ($794.6M); Other: UMA PLATFORMS: 7 ($563.6M); Charitable organizations: 22 ($489.9M); High net worth individuals: 137 ($465.8M); Pension and profit sharing plans (but not the plan participants or: 10 ($430.8M); State or municipal government entities (including government pension: 9 ($284.9M); Corporations or other businesses not listed above: 1 ($10.1M); Individuals (other than high net worth individuals): 38 ($9.2M)
- How it is paidA percentage of assets under its management; Fixed fees (other than subscription fees)
- What it doesPortfolio management for individuals and/or small businesses; Portfolio management for investment companies; Portfolio management for pooled investment vehicles (other than investment companies); Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles)
- Holds client assetsNo
- RegistrationSEC 801-60133, CRD 111750 IAPD record
Who owns it
Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).
- Robert Michael Mitchellowns 25% to 50%, since 03/2001
- Duane Randall Dorazioowns 10% to 25%, since 01/2007
- Joseph Francis Monahanowns 10% to 25%, since 01/2010
- Derek Sterling Johnstonowns 5% to 10%, since 02/2026
Timeline
- Mar 13, 2001Founded Conestoga Capital Advisors, LLC is founded2
Filings
23 filings to the SEC since October 2021: 23 other. The latest 20:
- Jul 24, 202613F-HR EDGAR
- Jul 23, 2026N-PX EDGAR
- Apr 24, 202613F-HR EDGAR
- Feb 2, 202613F-HR EDGAR
- Oct 24, 202513F-HR EDGAR
- Jul 30, 2025N-PX EDGAR
- Jul 30, 202513F-HR EDGAR
- Apr 17, 202513F-HR EDGAR
- Jan 24, 202513F-HR EDGAR
- Oct 28, 202413F-HR EDGAR
- Aug 16, 2024N-PX EDGAR
- Jul 26, 202413F-HR EDGAR
- Apr 26, 202413F-HR EDGAR
- Jan 26, 202413F-HR EDGAR
- Oct 30, 202313F-HR EDGAR
- Jul 28, 202313F-HR EDGAR
- Apr 24, 202313F-HR EDGAR
- Feb 1, 202313F-HR EDGAR
- Oct 24, 202213F-HR EDGAR
- Jul 22, 202213F-HR EDGAR
The 23 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Stakes it holds
Conestoga Capital Advisors, LLC has told the SEC it owns more than 5% of 22 companies, latest first (Schedules 13D and 13G).
- EVI INDUSTRIES, INC.SCHEDULE 13G/A Jan 10, 2022 to Jan 9, 20264
- ExponentSCHEDULE 13G/A Jan 5, 2024 to Jan 9, 20265
- HELIOS TECHNOLOGIES, INC.SCHEDULE 13G/A Jan 10, 2022 to Jan 9, 20266
- LEMAITRE VASCULAR INCSCHEDULE 13G/A Jan 10, 2022 to Jan 9, 20267
- Stevanato GroupSCHEDULE 13G/A Sep 29, 2022 to Jan 9, 20268
- TRANSCAT INCSCHEDULE 13G/A Sep 28, 2022 to Jan 9, 20269
- Digi InternationalSCHEDULE 13G/A Nov 3, 2023 to Jan 8, 202610
- Casella Waste SystemsSCHEDULE 13G/A Jan 10, 2022 to Jan 10, 202511
- Construction Partners, Inc.SCHEDULE 13G/A Jan 10, 2022 to Jan 10, 202512
- MESA LABORATORIES INC /CO/SCHEDULE 13G/A Jan 10, 2022 to Jan 10, 202513
- Simulations PlusSCHEDULE 13G Jan 10, 2022 to Jan 10, 202514
- Clearwater Analytics Holdings, Inc.SC 13G/A Jan 18, 2023 to Jan 5, 202415
- DOUGLAS DYNAMICS, INCSC 13G/A Jan 10, 2022 to Jan 5, 202416
- Definitive Healthcare Corp.SC 13G Jan 5, 202417
- Model NSC 13G/A Jan 10, 2022 to Jan 5, 202418
- PROSSC 13G/A Jan 10, 2022 to Jan 5, 202419
- VericelSC 13G/A Jan 19, 2023 to Jan 5, 202420
- Vertex, Inc.SC 13G/A Jan 10, 2022 to Jan 5, 202421
- Omega Flex, Inc.SC 13G/A Jan 10, 2022 to Jan 18, 202322
- Mercury SystemsSC 13G Jan 10, 202223
- SPS CommerceSC 13G/A Jan 10, 202224
- VOCERA COMMUNICATIONS, INC.SC 13G/A Jan 10, 202225
Sources
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