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Portfolio (Quarterly) Guide ↗

ACADIAN ASSET MANAGEMENT LLC

· CIK 0000916542
13F Portfolio $60.9B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1959 New
Page 48 of 98  ·  1,959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 PRTH PRIORITY TECHNOLOGY HOLDINGS I Technology 336,260.0 $1.8M 0.00% NEW $5.44 +6.8%
942 SMITHFIELD FOODS INC 81,476.0 $1.8M 0.00% NEW $22.31
943 NXPI NXP SEMICONDUCTORS N V Technology 8,350.0 $1.8M 0.00% NEW $216.41 +38.3%
944 UPLD UPLAND SOFTWARE INC Technology 1,258,778.0 $1.8M 0.00% NEW $1.43 -48.5%
945 SIGA SIGA TECHNOLOGIES INC Healthcare 294,189.0 $1.8M 0.00% NEW $6.09 -26.3%
946 III INFORMATION SVCS GROUP INC Technology 309,791.0 $1.8M 0.00% NEW $5.77 -24.3%
947 JBHT HUNT J B TRANS SVCS INC Industrials 9,208.0 $1.8M 0.00% NEW $193.96 +33.7%
948 LOVE LOVESAC COMPANY Consumer Cyclical 120,081.0 $1.8M 0.00% NEW $14.72 +7.6%
949 DSP VIANT TECHNOLOGY INC Technology 146,919.0 $1.8M 0.00% NEW $12.02 -8.5%
950 BWMX BETTERWARE DE MEXC S A P I D Consumer Cyclical 124,396.0 $1.8M 0.00% NEW $14.10 +18.0%
951 51TALK ONLINE EDUCATION GROU 54,901.0 $1.8M 0.00% NEW $31.91
952 FEDERATED HERMES INC 33,568.0 $1.7M 0.00% NEW $52.04
953 DAL DELTA AIR LINES INC DEL Industrials 25,128.0 $1.7M 0.00% NEW $69.29 +9.2%
954 COHU COHU INC Technology 74,952.0 $1.7M 0.00% NEW $23.20 +96.8%
955 KFRC KFORCE INC Industrials 56,100.0 $1.7M 0.00% NEW $30.86 +33.3%
956 ECARX HOLDINGS INC 1,005,247.0 $1.7M 0.00% NEW $1.72
957 MOOG INC 7,093.0 $1.7M 0.00% NEW $243.20
958 UDMY UDEMY INC Consumer Defensive 292,447.0 $1.7M 0.00% NEW $5.84 -20.7%
959 MED MEDIFAST INC Consumer Cyclical 157,778.0 $1.7M 0.00% NEW $10.67 +18.4%
960 IWB ISHARES TR 4,487.0 $1.7M 0.00% NEW $373.30 +8.5%
Page 48 of 98  ·  1,959 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 34.4%
Financial Services 16.7%
Healthcare 12.8%
Communication Services 11.5%
Consumer Cyclical 9.0%
Industrials 4.8%
Consumer Defensive 3.6%
Basic Materials 3.2%
Energy 2.6%
Real Estate 0.8%