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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 12 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BEONE MEDICINES LTD 597.0 $177K NEW $296.48
222 AEYE AUDIOEYE INC Technology 26,126.0 $165K NEW $6.32 +15.0%
223 CLW CLEARWATER PAPER CORP Basic Materials 11,148.0 $160K NEW $14.35 -5.1%
224 ACDC PROFRAC HLDG CORP Energy 25,990.0 $159K NEW $6.12 +27.7%
225 O REALTY INCOME CORP Real Estate 2,558.0 $156K NEW $60.99 +0.2%
226 CHRD CHORD ENERGY CORPORATION Energy 1,068.0 $151K NEW $141.39 +5.8%
227 ATS CORPORATION 5,400.0 $151K NEW $27.96
228 LNTH LANTHEUS HLDGS INC Healthcare 1,963.0 $148K NEW $75.39 +24.6%
229 MPTI M-TRON INDS INC Technology 2,210.0 $147K NEW $66.52 +16.5%
230 WASH WASHINGTON TR BANCORP INC Financial Services 4,294.0 $143K NEW $33.30 -7.2%
231 RNAC CARTESIAN THERAPEUTICS INC Healthcare 23,484.0 $142K NEW $6.05 +13.9%
232 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 3,196.0 $134K NEW $41.93 +5.5%
233 BBCP CONCRETE PUMPING HLDGS INC Industrials 18,850.0 $133K NEW $7.06 +3.5%
234 VITL VITAL FARMS INC Consumer Defensive 9,350.0 $132K NEW $14.12 -39.9%
235 SNDR SCHNEIDER NATIONAL INC Industrials 4,968.0 $130K NEW $26.17 +22.1%
236 BILL BILL HOLDINGS INC Technology 3,332.0 $126K NEW $37.82 +1.9%
237 LAND GLADSTONE LD CORP Real Estate 12,488.0 $126K NEW $10.09 -6.8%
238 CRI CARTERS INC Consumer Cyclical 3,430.0 $122K NEW $35.57 -5.9%
239 GTEC GREENLAND TECHNOLOGIES HLDG Industrials 175,660.0 $121K NEW $0.69 -18.7%
240 EPAM EPAM SYS INC Technology 886.0 $119K NEW $134.31 -30.7%
Page 12 of 18  ·  347 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%