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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 19 of 45  ·  884 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ON ON SEMICONDUCTOR CORP Technology 135,027.0 $8.4M 0.01% +28K +25.8% $61.85 +76.9%
362 RJF RAYMOND JAMES FINL INC Financial Services 57,634.0 $8.3M 0.01% +53K +1192.5% $144.74 +6.7%
363 HEICO CORP NEW 39,515.0 $8.3M 0.01% +38K +2038.3% $210.98
364 TLK TELEKOMUNIKASI IND Communication Services 446,323.0 $8.3M 0.01% +415K +1321.4% $18.66 -7.2%
365 COMMERCE.COM INC 3,118,685.0 $8.3M 0.01% +713K +29.6% $2.67
366 RRBI RED RIVER BANCSHARES INC Financial Services 90,638.0 $8.2M 0.01% +21K +30.8% $90.40 -1.5%
367 RIG TRANSOCEAN LTD Energy 1,234,579.0 $8.2M 0.01% +593K +92.5% $6.62 +14.4%
368 EGHT 8X8 INC NEW Technology 4,819,874.0 $8.0M 0.01% +1.3M +36.3% $1.66 +44.1%
369 BWFG BANKWELL FINL GROUP INC Financial Services 164,678.0 $8.0M 0.01% +15K +9.9% $48.48 +5.7%
370 OVV OVINTIV INC Energy 133,879.0 $7.9M 0.01% +119K +816.9% $59.33 +1.2%
371 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 139,651.0 $7.9M 0.01% +104K +293.2% $56.71 -14.7%
372 VTEX VTEX Technology 1,971,904.0 $7.9M 0.01% +1.3M +193.1% $3.99 -12.3%
373 MAX MEDIAALPHA INC Communication Services 847,199.0 $7.9M 0.01% +241K +39.8% $9.28 -10.7%
374 IMPERIAL PETE INC 1,836,743.0 $7.9M 0.01% +663K +56.5% $4.28
375 NECB NORTHEAST CMNTY BANCORP INC Financial Services 327,006.0 $7.8M 0.01% +35K +12.1% $23.79 -2.5%
376 RDCM RADCOM LTD Communication Services 628,129.0 $7.6M 0.01% +88K +16.2% $12.09 +26.5%
377 MCS MARCUS CORP DEL Communication Services 442,235.0 $7.6M 0.01% +119K +36.7% $17.16 +3.9%
378 STE STERIS PLC Healthcare 33,918.0 $7.5M 0.01% +7K +28.3% $220.92 -3.6%
379 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 132,275.0 $7.5M 0.01% +130K +7285.5% $56.60 -9.7%
380 MGNX MACROGENICS INC Healthcare 2,544,000.0 $7.3M 0.01% +26K +1.0% $2.89 +50.6%
Page 19 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%