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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 81 of 98  ·  1,959 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 CDXS CODEXIS INC Healthcare 88,376.0 $142K NEW $1.61 +60.6%
1602 NRDS NERDWALLET INC Financial Services 10,557.0 $142K NEW $13.45 -39.8%
1603 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 25,915.0 $141K NEW $5.44 -54.8%
1604 FLR FLUOR CORP NEW Industrials 3,530.0 $139K NEW $39.38 +8.0%
1605 ESE ESCO TECHNOLOGIES INC Technology 707.0 $138K NEW $195.19 +51.1%
1606 CNOB CONNECTONE BANCORP INC Financial Services 5,242.0 $137K NEW $26.14 +11.2%
1607 ANIX ANIXA BIOSCIENCES INC Healthcare 44,301.0 $136K NEW $3.07 -11.1%
1608 VET VERMILION ENERGY INC Energy 16,400.0 $136K NEW $8.29 +59.2%
1609 SM SM ENERGY CO Energy 7,236.0 $135K NEW $18.66 +84.0%
1610 FDBC FIDELITY D & D BANCORP INC Financial Services 3,193.0 $135K NEW $42.28 +7.1%
1611 PEPG PEPGEN INC Healthcare 20,838.0 $134K NEW $6.43 -77.6%
1612 RC READY CAPITAL CORP Real Estate 61,724.0 $134K NEW $2.17 -21.7%
1613 WRB BERKLEY W R CORP Financial Services 1,905.0 $133K NEW $69.82 -1.9%
1614 MCY MERCURY GENL CORP NEW Financial Services 1,421.0 $133K NEW $93.60 +8.4%
1615 SAMG SILVERCREST ASSET MGMT GROUP Financial Services 8,853.0 $133K NEW $15.02 -21.4%
1616 APYX APYX MEDICAL CORPORATION Healthcare 38,783.0 $131K NEW $3.38 +12.2%
1617 AXSM AXSOME THERAPEUTICS INC Healthcare 718.0 $131K NEW $182.45 +26.4%
1618 POWI POWER INTEGRATIONS INC Technology 3,709.0 $131K NEW $35.32 +93.3%
1619 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 679.0 $131K NEW $192.93 +7.6%
1620 BANC BANC OF CALIFORNIA INC Financial Services 6,721.0 $130K NEW $19.34 -2.8%
Page 81 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%