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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 65 of 98  ·  1,959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 AVNW AVIAT NETWORKS INC Technology 25,646.0 $548K 0.00% NEW $21.37 -23.0%
1282 ERII ENERGY RECOVERY INC Industrials 40,787.0 $548K 0.00% NEW $13.44 -35.8%
1283 FCEL FUELCELL ENERGY INC Industrials 75,298.0 $547K 0.00% NEW $7.26 +263.1%
1284 TRIP TRIPADVISOR INC Consumer Cyclical 37,706.0 $547K 0.00% NEW $14.51 -31.6%
1285 VRNS VARONIS SYS INC Technology 16,754.0 $547K 0.00% NEW $32.65 -4.7%
1286 COMSCORE INC 84,079.0 $545K 0.00% NEW $6.48
1287 WOR WORTHINGTON ENTERPRISES INC Industrials 10,558.0 $543K 0.00% NEW $51.43 +6.3%
1288 COGT COGENT BIOSCIENCES INC Healthcare 15,317.0 $543K 0.00% NEW $35.45 -8.1%
1289 AXP AMERICAN EXPRESS CO Financial Services 1,460.0 $540K 0.00% NEW $369.86 -16.3%
1290 VMI VALMONT INDS INC Industrials 1,330.0 $535K 0.00% NEW $402.26 +25.1%
1291 HMC HONDA MOTOR LTD Consumer Cyclical 18,057.0 $532K 0.00% NEW $29.46 -10.9%
1292 FRSH FRESHWORKS INC Technology 43,567.0 $531K 0.00% NEW $12.19 -25.6%
1293 AVBH AVIDBANK HLDGS INC Financial Services 19,991.0 $529K 0.00% NEW $26.46 +13.3%
1294 PH PARKER-HANNIFIN CORP Industrials 601.0 $528K 0.00% NEW $878.54 -2.2%
1295 GCMG GCM GROSVENOR INC Financial Services 46,607.0 $527K 0.00% NEW $11.31 -5.8%
1296 SIBN SI-BONE INC Healthcare 26,770.0 $525K 0.00% NEW $19.61 -24.4%
1297 AFYA AFYA LTD Consumer Defensive 33,816.0 $518K 0.00% NEW $15.32 -8.0%
1298 RNW RENEW ENERGY GLOBAL PLC Utilities 92,228.0 $518K 0.00% NEW $5.62 -1.2%
1299 KHC KRAFT HEINZ CO Consumer Defensive 21,293.0 $515K 0.00% NEW $24.19 -2.7%
1300 CNMD CONMED CORP Healthcare 12,644.0 $512K 0.00% NEW $40.49 -8.6%
Page 65 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%