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Portfolio (Quarterly) Guide ↗

ACADIAN ASSET MANAGEMENT LLC

· CIK 0000916542
13F Portfolio $70.5B AUM 2,011 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 347 New 884 Added 629 Reduced 295 Exited
Page 15 of 45  ·  884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BAND BANDWIDTH INC Technology 832,688.0 $14.8M 0.02% +24K +2.9% $17.82 +214.0%
282 IRMD IRADIMED CORP Healthcare 151,837.0 $14.6M 0.02% +2K +1.6% $96.20 -10.1%
283 LII LENNOX INTL INC Industrials 31,259.0 $14.5M 0.02% +30K +3991.5% $463.83 +7.8%
284 WDAY WORKDAY INC Technology 110,252.0 $14.3M 0.02% +101K +1147.5% $129.87 -3.7%
285 ENSG ENSIGN GROUP INC Healthcare 71,006.0 $14.3M 0.02% +70K +6861.4% $201.31 -11.7%
286 HAFC HANMI FINL CORP Financial Services 542,256.0 $14.3M 0.02% +63K +13.1% $26.35 +10.4%
287 RNR RENAISSANCERE HLDGS LTD Financial Services 47,945.0 $14.2M 0.02% +4K +8.8% $297.17 -1.0%
288 TWLO TWILIO INC Communication Services 112,906.0 $14.2M 0.02% +38K +50.4% $125.79 +57.6%
289 CEVA CEVA INC Technology 758,319.0 $14.2M 0.02% +101K +15.4% $18.67 +96.0%
290 ALLT ALLOT LTD Technology 2,071,973.0 $13.8M 0.02% +698K +50.8% $6.65 +7.3%
291 VICR VICOR CORP Technology 85,295.0 $13.7M 0.02% +23K +37.4% $160.83 +70.2%
292 SSNC SS&C TECH HLDGS Technology 202,083.0 $13.7M 0.02% +187K +1269.1% $67.55 -4.4%
293 OGE OGE ENERGY CORP Utilities 283,598.0 $13.6M 0.02% +63K +28.7% $47.93 -3.5%
294 PBYI PUMA BIOTECHNOLOGY INC Healthcare 2,041,759.0 $13.0M 0.02% +17K +0.8% $6.39 +8.3%
295 DKNG DRAFTKINGS INC Consumer Cyclical 596,934.0 $12.9M 0.02% +592K +10000.0% $21.61 +15.7%
296 PUBM PUBMATIC INC Technology 1,576,540.0 $12.9M 0.02% +650K +70.2% $8.18 +18.9%
297 NUS NU SKIN ENTERPRISES INC Consumer Defensive 1,763,655.0 $12.8M 0.02% +1.1M +166.2% $7.28 -15.9%
298 MNDY MONDAY COM LTD Technology 185,148.0 $12.8M 0.02% +169K +1076.1% $69.05 +4.2%
299 TXT TEXTRON INC Industrials 145,662.0 $12.7M 0.02% +51K +53.7% $87.52 +1.4%
300 HIMALAYA SHIPPING LTD 976,556.0 $12.7M 0.02% +898K +1142.2% $13.05
Page 15 of 45  ·  884 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Healthcare 13.0%
Financial Services 12.2%
Communication Services 9.2%
Consumer Cyclical 8.6%
Energy 6.5%
Industrials 5.8%
Consumer Defensive 5.5%
Basic Materials 3.8%
Real Estate 1.2%